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9 wealth management specialist jobs found in New York

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Insurance New York wealth management specialist
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New York  (9)
SP
Full time
 
Senior Sales Specialist – Credit Risk Solutions (Buy-Side)
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 About the Role:  Senior Sales Specialist – Credit Risk Solutions (Buy‑Side) The Team: We are growing a dedicated Buy‑Side Sales Team within our Credit & Risk Solutions business. This is an exciting opportunity to join at the ground floor of a high‑growth initiative, focused on delivering credit‑risk intelligence and workflow solutions to Buy‑Side firms (asset managers, hedge funds, private‑equity houses, pension funds, etc.). Responsibilities and Impact: Buy‑Side firms face increasing exposure to counter‑party defaults, liquidity risk, and macro‑economic uncertainty. Our solutions help senior investment, risk, and portfolio‑management leaders evaluate counter‑party creditworthiness, manage capital, and build resilient investment pipelines. As a Senior Sales Specialist, you’ll own strategic client relationships and drive transformational impact. Own a portfolio of buy‑side accounts,...

Apr 18, 2026
SP
Full time
 
Associate Director - Structured Credit / Alternative Investment Funds
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 About the Role/The Team:   The Structured Finance team is a dynamic group of analytical professionals who specialize in evaluating complex financial instruments and emerging asset classes. We pride ourselves on being at the forefront of credit analysis innovation, working collaboratively to develop new methodologies and provide market-leading insights. Our team values intellectual curiosity, rigorous analysis, and the ability to communicate complex concepts clearly to both internal stakeholders and external clients. The Associate Director is recognized as an expert, frequently advising others on complex matters, and operating with autonomy. Helping to manage effective operational systems and processes, working closely with other teams to deliver sustainable results. What’s in it for you: The opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed,...

Apr 18, 2026
AC
Full time
 
Claims Specialist - Primary Casualty
Axis Capital New York, NY
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

Mar 20, 2026
AC
Full time
 
Senior Claims Specialist, Excess Casualty
Axis Capital New York, NY
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

Mar 20, 2026
BC
Full time
 
PM Associate, Private Credit
Bain Capital New York, NY
PM Associate, Private Credit Established in 1984, Bain Capital is one of the world's leading private investment firms with approximately $105 billion in assets under management. Bain Capital manages a range of strategies including private equity, public equity, credit, venture capital, real estate, life sciences, and impact investments.  Our competitive advantage is grounded in a diligence-intensive, value-added investment approach that enables the firm to deliver industry-leading returns for its investors. Headquartered in Boston, Bain Capital has offices in Chicago, Dublin, Guangzhou, Hong Kong, London, Madrid, Melbourne, Mumbai, Munich, New York, Palo Alto, San Francisco, Seoul, Shanghai, Sydney, and Tokyo. BAIN CAPITAL CREDIT OVERVIEW Bain Capital Credit is a leading global credit specialist with approximately $53 billion in assets under management.  We invest across the full spectrum of credit strategies, including asset-based finance, direct lending, leveraged...

Mar 18, 2026
Bank of America
Full time
 
Private Client Manager II
Bank of America New York, NY
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 learn,...

Feb 26, 2026
Bank of America
Full time
 
Private Client Advisor II
Bank of America New York, NY
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Feb 26, 2026
Bank of America
Full time
 
Private Client Manager II
Bank of America New York, NY
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 learn,...

Dec 11, 2025
Bank of America
Full time
 
Private Client Advisor II
Bank of America New York, NY
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Dec 11, 2025
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