8 wealth management client associate jobs found in New York

About the Role: Grade Level (for internal use): 09 The Team: The 199 is S&P Global's award-winning in-house creative agency that sets the standard for financial industry storytelling through innovative brand experiences. Our tight-knit, globally distributed team values creative excellence, technical innovation, and collaborative problem-solving, working together to transform complex financial insights into compelling visual narratives. You'll join a dynamic environment where creative vision meets cutting-edge technology, supported by colleagues who encourage continuous learning and professional growth. Responsibilities and Impact: The Creative Production Technologist offers a unique opportunity to join a small, dynamic team and be the primary technical owner of our new, state-of-the-art studio in Manhattan. This is a blended role for a creative thinker with a strong technical focus. Your primary responsibility will be managing the technical infrastructure of...

About the Role: Grade Level (for internal use): 13 About the Role:  S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.   The Team: Join a Best-In-Class Global Legal, Compliance, Risk & Government Affairs Team committed to delivering timely, practical and actionable advice to advance our business and safeguard our reputation, people and assets. Thie position reports to the Associate General Counsel and Managing Director for the Americas. The team provides legal...

About the Role: Grade Level (for internal use): 12 The Team:     Structured Finance   Esoteric A BS         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...

About the Role: Grade Level (for internal use): 12 As an integral member of S&P   Dow Jones Indices’   (S&P DJI)   multi-asset   marketing team, this position   is responsible for   leading product marketing initiatives that drive awareness, adoption, and engagement of S&P   DJI’s   multi-asset  offerings. This role will focus on crafting compelling product narratives and content strategies that resonate with target audiences in   the   evolving  insurance,  bank  and asset management landscape .   As part of the broader commercial organization, Marketing   is responsible for   connecting product marketing activities (product launches, content creation, go-to-market strategies, and client education) to specific commercial outcomes. This role is essential in positioning S&P   DJI   as a leader in the  insurance and structured product  space,   leveraging   essential data, research, and insights....

About the Role: Grade Level (for internal use): 12 The Role:  Product Manager, Private Markets Product Team S&P Dow Jones Indices is a leading provider of iconic and innovative index solutions, bringing transparency to global capital markets. Our Private Markets initiative is at the forefront of innovation, aiming to democratize access to private equity, private credit, and real assets while introducing greater efficiency and transparency within these sectors. The Team  The Private Markets Product team is pioneering the development of index solutions within private markets, a new and innovative area. This team is dedicated to breaking new ground and finding solutions that will democratize access to private markets and enhance operational efficiency. We value creativity, collaboration, and a global mindset. Joining this team offers an exciting opportunity to be part of a transformative initiative. The Product Manager will play a key role in developing our...

About the Role: Grade Level (for internal use): 13 About the Role: The Team: Lending Solutions powers the global lending market.  We provide solutions, data and services across the entire lending eco-system for private and public markets with a global team that has deep subject matter expertise and a strong desire to foster our client’s success. Responsibilities and Impact: Private Credit Commercial Strategy team member will support the team leading our strategy across Lending Solutions and (Private) Markets.  Role will be responsible for supporting P&L and customer engagement, as well as collaborating with product development and marketing, and the overall business strategy.  The role will require helping to implement new solutions across Private Credit and Lending Solutions, more broadly.  Opportunity to participate as a thought leader and attend industry events, partnering with sales new business engagements, and working across both short-term and...

About the Role: Grade Level (for internal use): 10 The Team: The Index Governance Operations (IGO) Methodology Team at S&P Dow Jones Indices (S&P DJI) maintains the document library hosting all S&P DJI methodologies, policy documents, and related communications for S&P DJI indices. The team is responsible for the management and maintenance of the document library to adhere to regulatory and stylistic norms to ensure clients can clearly and transparently understand the objectives and mechanics of S&P DJI indices used as the benchmarks for investment products. In addition, the team owns and manages the systems and workflows defining the library. You will join a team of professionals dedicated to providing accurate and understandable definitions of the indices and ensure that the documents containing those definitions adhere to all applicable existing (and potential) IOSCO and EU BMR regulations regarding clarity and disclosure. Your work will...

About the Role: Grade Level (for internal use): 12 About the Role: We are seeking applicants for the role of Associate Director in the Index Investment Strategy in the NY office of S&P Dow Jones Indices (S&P DJI). The Team: Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI’s revenues, relationships, and reputation.  Your contributions will help develop interest in a market-leading range of indices, with a particular focus on growing our indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions.  You will also have the chance to support S&P DJI’s market leading SPIVA® research. You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants....