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5 wealth strategies advisor jobs found in New York

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Insurance New York wealth strategies advisor
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SP
Full time
 
Director, Relationship Manager & Sales - U.S. Public Finance
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 The Team:  The S&P Global Ratings Commercial team is known for its collaborative spirit, client focus, and commitment to excellence. We value innovation, integrity, and intellectual curiosity, and we partner with clients to help them navigate complex capital markets, credit, and business challenges. The team is competitive, sales-focused, energetic, and highly collaborative, with a strong emphasis on building trusted relationships across clients, intermediaries, and internal stakeholders.  What you stand to Gain:    Work directly with CFOs, Treasurers, Market Intermediaries and other senior executives across the U.S. Public Finance market.  Build deep familiarity with assigned accounts, client business models, funding needs, and decision-making dynamics to support effective day-to-day and strategic coverage.  Develop a strong understanding of the ratings business, U.S. Public Finance market trends, and the...

Jun 23, 2026
SP
Full time
 
Director, Financial Planning & Analysis (FP&A) Business Partner, Enterprise Technology Product Development
S&P Global New York, NY
About the Role: Grade Level (for internal use): 13 Director, Financial Planning & Analysis (FP&A) Business Partner - Enterprise Technology Product Development About S&P Global S &P Global is a leading provider of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. We are committed to delivering essential intelligence that powers the markets of the future. About Enterprise Technology   Finance     The Enterprise Technology Finance team is a high-performing group of finance professionals dedicated to supporting S&P   Global’s   technology transformation and operational excellence. This team partners closely with the S&P Global CTO, Head of Global Infrastructure, Divisional CTOs and CFOs, senior product and engineering leaders, and S&P Global corporate finance.   The Impact & What You'll Do     This leadership role   will help...

Aug 06, 2026
Bank of America
Full time
 
Workplace Benefits Specialist – Business Market (NYC)
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Aug 05, 2026
Bank of America
Full time
 
Workplace Benefits Specialist – Business Market (NYC)
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Jul 29, 2026
SP
Full time
 
Associate Director - Infrastructure
S&P Global New York, NY
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 Infrastructure & Project Finance practice provides credit analysis on essential, long-lived assets and ring-fenced project financings—assessing contractual frameworks, demand and operating risks, sponsor strength, financial flexibility, and resilience under stress. The team’s work supports capital formation for critical infrastructure and helps the market understand fast-evolving subsectors such as data centres and digital infrastructure.        The North America Infrastructure Project Finance Ratings team provides independent credit analysis and ratings on a growing...

Jun 29, 2026
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