12 wealth management client associate jobs found in New York

About the Role: Grade Level (for internal use): 09   With Intelligence (now part of S&P Global) is a globally recognized provider of business intelligence, data, and insights within the asset management industry. We deliver high-quality, specialized business information to audiences in both alternative and traditional fund management sectors.   This position offers an exciting opportunity to support the team in building and maintaining relationships with institutional investors across the United States.   This role will involve research, data analysis, client communications, and attending investor-focused events to help facilitate connections between our organization and key market players. As an Investor Relations Associate, your insights and contributions will be pivotal in supporting the development of our client base and enhancing our outreach strategies.    Responsibilities  Assist in the preparation of investor...

About the Role: Grade Level (for internal use): 12 The Team: The finance team is responsible for financial planning and analysis related to budgeting, forecasting and partnering with all other functions of the business. The team values collaboration and the ability to think critically while problem solving. The Impact: This role will provide support to both finance and commercial teams. The associate director will provide support and analysis for the month-end close and ongoing forecasting as well as market analysis in support of our various product offerings. This role will contribute value added analysis, supporting the finance team’s strategic positioning within the company. We are looking for a candidate who will assist in supporting the business’ strategic revenue growth plans with insights gained from analyzing company performance data. The ideal candidate is adept at combining analytic tools and techniques with business expertise to identify the key...

About the Role: Grade Level (for internal use): 09 The Team: The team is comprised of ambitious, commercially minded people looking to start a career in Account Management. While reporting directly into the Regional Manager, Revenue Associates, the ADR will spend a significant amount of time working directly with a team of account managers who they will be supporting in the day-today. Responsibilities and Impact: The Account Development Representative is a critical entry point into our commercial organization and a core component of our centralized Revenue Associate Program. This role is designed for high-potential early-career professionals who are motivated to build a successful career in revenue generation. Through a structured onboarding, training, and rotational development program, Associates will gain deep product knowledge, client engagement skills, sales methodology, and commercial acumen preparing them to seamlessly transition into quota-bearing Account...

About the Role: Grade Level (for internal use): 11 The Team: The U.S. CMBS team is part of the broader Structured Finance Group at S&P Global Ratings. The team assigns ratings and publishes research for Commercial Mortgage-Backed Securities (CMBS) investors, working collaboratively on both new issue ratings and ongoing surveillance of CMBS transactions. We foster a collaborative environment where analytical excellence meets innovative problem-solving, supporting the growth of structured finance markets globally. The Impact: As a Senior Analyst in our U.S. CMBS team, you will play a key role in driving analytical quality and efficiency, sharing your expertise with colleagues, and contributing to how the team continuously improves the way we work. As a Senior Analyst you will lead analysis on transactions within clearly defined criteria and frameworks and will be called upon to advise on more complex or non-standard situations by applying structured finance...

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): 13 About the Role: The Team: S&P Global Enterprise Solutions is seeking to add a high-performing  Sales Director to drive growth across our Private Markets SaaS solutions. Based in New York, you’ll drive growth through identifying prospects and leading the full sales cycle — from opportunity origination through to senior-level negotiations and deal close.   This is a fast-paced, high-profile role within one of S&P’s most strategic growth divisions. We are continually reinvesting in product innovation, ensuring our clients receive  market-leading technology, best-in-class support, and unrivaled customer experience . If you thrive on hunting for new business, consultative selling, building long-term client partnerships, and closing complex SaaS deals, this is an opportunity to make a major impact. At S&P, you’ll find not only the resources and global brand strength of a market leader but also the personal...

About the Role: Grade Level (for internal use): 11 The Role: Manager, Insurance Risk Management The Team:  The Risk Management team operates as a strategic partner to business segments across S&P Global, ensuring comprehensive protection of company assets and operations. We value technical expertise, collaborative problem-solving, and proactive risk identification. Our team works closely with internal stakeholders and external partners to maintain best-in-class insurance programs that support business growth while managing exposures effectively. Responsibilities and Impact: Drive the comprehensive insurance program renewal process by compiling underwriting data, reviewing program structures, and recommending coverage changes based on industry best practices and company exposures, managing deliverables from brokers, and reviewing quotes, binders and policies. Manage and oversee renewals of S&P Global's Casualty, Property, E&O, Cyber, D&O,...

About the Role: Grade Level (for internal use): 12 The Team : The Associate Director position is within the Metals & Mining group with the S&P Global Energy organization. The Metals & Mining group provides data and research on the entire mining value chain from exploration and mine pipelines through demand and price forecasting. Responsibilities and Impact: The Associate Director will work closely with peers in both the S&P Global Energy organization along with S&P Global Market Intelligence to create comprehensive, cohesive and transparent coverage of the pricing, supply and demand outlooks for critical minerals – from assets to downstream demand to address multiple client needs/workflows. Manage a team of analyst to create asset driven cost models for a variety of critical minerals covering both the up and mid-stream Provide subject matter expert input to refine the client user interface Work with other teams on product & data...

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,...

About the Role: Grade Level (for internal use): 10 About The Role: Divisional Account Manager The Team: This is an exciting opportunity to join the Traditional Asset Management Account Manager Team, a focused and dynamic team building on the last few years significant growth and product development within Market Intelligence.  You will be working along-side sales experts as part of a team delivering strong net growth rates and referring and assisting in the closing of new business. Responsibilities and Impact: The Account Management team is a significant contributor to the overall growth of the Market Intelligence (MI) Division. The D&R and RVS product suites are a critical piece of this growth story.  We are at the forefront of solving new challenges for clients as the market and regulatory landscape continues to change. Meet individual growth goal / quota which can be achieved through: Renewing and growing a book of existing subscriptions....

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....

About the Role: Grade Level (for internal use): 11 The Team: The Fixed Income Index Management team within the Global Index Management & Production Group (“IMPG”) at S&P Dow Jones Indices. The team is responsible for maintaining a wide range of high-profile, S&P and iBoxx-branded, global fixed income indices across a range of themes, including Leveraged Loans, Private Markets and CLOs. Responsibilities and Impact: As a (Senior) Index Manager, you will play a crucial role in maintaining, supporting and enhancing the quality and integrity of our fixed income indices. You will collaborate closely with a variety of stakeholders to ensure the accuracy of our benchmarks, as well as regularly review and assess index methodologies, both existing and new. The successful candidate will become an expert in the methodologies of an assigned set of indices, as well as S&P DJI’s policies and procedures, ensuring that our indices are maintained in accordance with...