16 wealth strategies advisor jobs found in New York

At J.P. Morgan Wealth Management, we empower clients throughout their wealth journey, adapting to their evolving needs with precision and care. Our goal is to deliver the best advice and service across each of our sales channels, leveraging innovation and deep expertise.   We are seeking a dynamic Executive Director to design and implement innovative B2B2C client acquisition tactics and asset gathering techniques within our JP Morgan Wealth Management Workplace Strategies team. This is a unique opportunity for a proven leader who thrives on building new experiences and capabilities, and reengineering established processes and technology to deliver services through employer benefits programs.   The ideal candidate will have a deep background in wealth management, business development, and product management, with demonstrated leadership, strategic thinking, influence, and complex problem-solving skills.     The role involves designing and implementing innovative client...

About the Role: Grade Level (for internal use): 12 Key Responsibilities Strategic Client Ownership Serve as the primary relationship lead for Global Strategic Accounts in the Americas, with a focus on the firm’s largest ETF client relationships using our index IP. Develop and execute long‑term account strategies aligned with client objectives, asset growth goals, and firm‑wide commercial priorities. Function as a trusted advisor to senior client stakeholders, including investment, product, and distribution leadership. Serve as a trusted advisor on ETF market trends, index-based product positioning, and ecosystem dynamics. Tactical Quarterback & Execution Leadership Lead day-to-day coordination of active initiatives including: Product enhancements (methodology changes, communications, timelines, approvals). New product pitches and commercialization planning (concept shaping, differentiators, feasibility). Commercial reviews, pricing discussions, and...

About the Role: Grade Level (for internal use): 12 The Team   The  Associate Director, Operations Excellence  reports directly to the  Head of Operations Excellence  (part of the S&P DJI Data Group) and is accountable for driving metrics, reporting, and program management within SPDJI's Operations function. The team plays a critical role in supporting and enhancing our day-to-day operations—while also driving disciplined delivery of strategic initiatives and managing our internal business analytics and reporting. Operating with an enterprise mindset, Data Operations Excellence partners closely with Technology, Product, R&D, and the rest of the Operations function to enable cross-functional teams to execute and deliver while also providing them the essential intelligence they need to make data-informed decisions.  Responsibilities and Impact   Program Management & Execution Excellence   Lead cross-Operational and cross-functional initiatives to...

About the Role: Grade Level (for internal use): 12 The Team: The S&P Global Ratings Commercial Team is responsible for optimizing relationships and commercial outcomes with a broad set of clients in the U.S. We are a collaborative team that develops solutions to help clients navigate complex business challenges. We focus on relationship management and business development, and we value intellectual curiosity, strategic thinking, and strong partnership. We leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.   What You Stand to Gain: Direct client access to capital markets executives at many of the world's largest and most sophisticated debt issuers. Sector and client immersion, build familiarity with assigned sectors, issuer business models, and financing strategies to elevate day-to-day coverage and executive-level discussions. Ratings and enterprise knowledge—develop a strong...

Join the JPMorganChase Wealth Management team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices. As an Executive Director, Liquidity Specialist within J.P. Morgan Wealth Management, you will build relationships with field leadership and Advisors. The successful candidate will possess expert fixed income knowledge and serve as a subject matter expert (SME) for field leaders, Advisors, and clients. This role is responsible for driving the growth of the short-term investment product platform by building trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in markets, rates, and liquidity management. The successful candidate will act as a valued extension of...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to...

About the Role: Grade Level (for internal use): 11 The Team: The Structured Finance (SF) team develops and maintains quantitative criteria, models, and tools that support credit rating and research across ABS, RMBS, CMBS, and structured credit. The team values technical rigor, timely delivery, and close collaboration with Methodologies and Ratings Technology to produce transparent, repeatable outputs used by global analysts. The Impact: This role provides practical quantitative and technical support that improves the efficiency, transparency, and consistency of credit analyses and research. Your deliverables will be used by analysts and SMEs to inform rating decisions and maintain operational reliability of models and tools. You will play a significant role in initiatives to improve efficiencies in structured finance modeling while providing professional know-how to enhance the knowledge and skill base of the organization. What's in it for you: Deliver tools...

About the Role: Grade Level (for internal use): 09 The Location:  Houston, TX or New York, NY (relocation assistance not available) The  S&P Global Energy  Commercial and CX Graduate Program journey begins with an intensive 5-week onboarding in our London office. The 3-months thereafter will be part of the NAMER Customer Success Team, focusing on building a foundational knowledge of the commodity markets, developing essential business-related skills while learning about various  S&P Global Energy  data, research and analytical products. At Customer Success, you would be a primary contact for clients, providing solutions to their requests in a timely, professional and courteous manner and providing training on  S&P Global Energy products through WebEx and onsite visits.   The program will consist of rotations to Customer Success, sales, channel management and marketing functions. This will enable each graduate to gain a holistic perspective of the...

About the Role: Grade Level (for internal use): 15 The Team: The Markets Business Segment within Enterprise Solutions powers the capital formation and investment lifecycle process for public and private markets.  Join the dynamic team responsible for the iLEVEL Portfolio Monitoring, Valuations, Reporting, and Analytics Solution for the Private Markets.  Our private markets offerings provide dynamic and scalable portfolio monitoring solutions and services that enable investors to increase visibility and transparency, generate insights, perform valuations, optimize deal management, and achieve operational efficiencies. Our solutions are the premier industry choice to address growing pressures for transparency and regulatory compliance for Limited Partners, Investment Advisors, and Asset Managers.   Position:   S&P Global is seeking a leader who is highly experienced in private markets software and services to join our senior leadership team leading iLEVEL. As an ideal...

About the Role: Grade Level (for internal use): 14   About the Role/The Team:     The S&P Global Ratings Commercial Team   is responsible for   optimizing   relationships and commercial outcomes with a broad set of clients in the U.S.  In this highly visible, high-impact organization,   you’ll   help shape how we show up in the market ,   bringing our  mission   and values to life while delivering sustainable, long-term value for clients and communities.  We are a collaborative team who develop solutions that help our clients overcome their complex business challenges.  We thrive on   unique   perspectives,   operate   comfortably in ambiguity, and partner across boundaries to unlock outcomes that no single team could achieve alone.  The team is focused on relationship management, business development, and   is   intellectually curious. We uniquely   leverage   our proprietary methodologies and   cutting-edge...

Role Summary The Infrastructure Investments Group (“IIG” or the “Group”) is a dedicated team and business unit within JPMAM Global Alternatives focused on advising a perpetual-life strategy that offers investors a moderate-risk, long-term approach to private infrastructure equity investing that is diversified both in terms of geography and subsector. The strategy advised by IIG is one of the largest of its kind with c.US$47 billion in committed capital under management, representing approximately 11 times growth in assets under management over the past 10 years. The current portfolio includes 18 companies that in turn own c.1,035 underlying assets globally.   The IIG team is comprised of 39 dedicated Investment Principals and 32 specialist team members including fundraising, investor relations, execution, tax, research and finance, based in London and New York. The strategy focuses on active management through control positions (majority equity ownership) in private...

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset, and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits. With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the Global Alternatives Investment Solutions capability brings “best of class” sourcing and offerings of non-traditional investment strategies to institutional, private banking and wealth management clients.  A disciplined selection...

J.P. Morgan Workplace Solutions is redefining the equity compensation industry.  We are committed to delivering premier stock plan administration software and services, empowering our clients to attract and retain top talent. Our team is passionate about creating best-in-class experiences for both corporate clients and their employees.   Liquidity events represent a pivotal moment in an employee’s financial journey. The Head of Reinvestment ensures these moments translate into long-term client relationships, sustained AUM growth, and differentiated employer value propositions.  This role directly impacts enterprise growth, participant financial outcomes, and competitive positioning. Position Overview The Head of Reinvestment is a senior leader responsible for designing, executing and scaling wealth reinvestment strategies within our broader J.P. Morgan Workplace Solutions team.  The role leads the strategy that converts stock plan key moments (e.g. RSU vestings) into...