5 wealth planner jobs found in New York

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

About the Role: Grade Level (for internal use): 10 The Team: The US/Canada Index Management team within the Global Index Management & Production Group manages a wide range high-profile indices including US and Canadian equities, dividend and thematic indices. The Impact: The Index Analyst is responsible for maintaining a wide range of indices. The Index Analyst is required to ensure that the indices are managed in accordance with their methodology, perform routine analysis and make presentations to Index Committees on a periodic basis. What’s in it for you: An exciting opportunity to join the leading index provider. As an Index Analyst, you will work on a wide range of indices across global markets and analyze and implement complex index methodology, as well as solve non-routine problems on an on-going basis. As an Index Analyst, you will be responsible for all aspects of an assigned group of indices, make recommendations for index membership and present...

About the Role: Grade Level (for internal use): 12 The Team:       Credit Ratings is an integral part of the Global Ratings Services team,  comprising  a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.        The Esoteric   ABS team   assigns credit ratings to securities   backed by non-traditional   collateral like   corporate securitizations, data   centres , triple-net lease s , transpor tation   assets ,   De-Fi, etc.   by analysing underlying asset performance, structural protections, cash-flow mechanics, and downside stress scenarios .     Analysts produce opinions that help issuers and investors compare complex instruments, bringing market-relevant perspectives on topics such as performance trends, issuance conditions, and AI’s role in...

About the Role: Grade Level (for internal use): 10 The Role: Index Manager, Factor Equity Indices The Location: New York, NY The Team: The role will be part of the Index Management and Production Group (“IMPG”) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This specific role will focus on the management and oversight of Factor Equity indices, ensuring the integrity and accuracy of the indices through thorough research and analysis. The Impact: As an Index Manager, you will play a crucial role in maintaining and enhancing the quality of S&P Dow Jones Indices (“S&P DJI”). Your expertise in these markets will be essential in researching corporate actions, new issuances, and implementing index changes. The candidate will collaborate with internal teams to design and implement methodologies...