18 wealth planner jobs found in New York

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 that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

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 that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

About the Role: Grade Level (for internal use): 12 Company Name: Markit North America, Inc. Job Title: Product Specialist, IT Service Operations Location: 55 Water Street, New York, NY 10041 (Hybrid work schedule. On days not in office, telecommuting permitted within normal commuting distance of New York, NY office) Job Duties: Markit North America, Inc. seeks a Product Specialist, IT Service Operations who will  provide support and consultancy services to clients for resolution of software and data issues. Directly support regulated financial clients by ensuring accurate processing of corporate actions events that impact investor entitlements, settlement obligations, and regulatory reporting. Mitigate operational and compliance risk by performing root cause analysis, coordinating remediation with engineering teams, and implementing preventive controls to avoid recurrence. Ensure the accuracy, timeliness, and regulatory compliance of corporate actions processing for...

About the Role: Grade Level (for internal use): 12 The Role: Business Development, North America The Team: Part of the Data, Valuations and Insight division, the Pricing & Reference Data team provide services on a broad spectrum of fixed income products including Credit Default Swaps, Syndicated Bank Loans and Bonds (Corporate & Sovereign, US Municipal and Securitized Products) to the largest asset managers, investment banks, fund administrators, auditing firms, and regulators. The global team is widely regarded as the market leader for these services and maintain extremely strong relationships across the market. The Impact: Business Development is the commercial arm of product. The team is the key between our clients/market needs and our product teams; in this role we partner with clients to directly influence the direction that our services take, plan for future growth, and execute on new ideas. What’s in it for you: See your direct impact...

About the Role: Grade Level (for internal use): 09 The Team: The team is comprised of ambitious, commercially minded early careers professionals looking to start a career in Account Management. While reporting directly to 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-to-day. 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 development program, Associates will gain deep product knowledge, client engagement skills, sales methodology, and commercial acumen preparing them to seamlessly transition into...

About the Role: Grade Level (for internal use): 12 The Team: This is an appointment in S&P Global's North American Equity Data Analytics sales team with responsibility for selling our Equities product suite. This position will be located in New York City and will also liaise with counterparts in the other major financial centers. The successful candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships.   Responsibilities and Impact: Sales & Account Management is a key function within S&P Global and is responsible for client-facing activity including co-ordination of sales coverage to maximize new business generation, up-selling opportunities, cross-selling opportunities; contract renewals, roll-out of new products and overall business development.   The Equity Data Analytics product suite is composed of alternative datasets for alpha generation as well as back-office...

About the Role: Grade Level (for internal use): 10 The Team: The US/Canada Index Management team within the Global Index Management & Production Group manages a wide range high-profile indices including US and Canadian equities, dividend and thematic indices. The Impact: The Index Analyst is responsible for maintaining a wide range of indices. The Index Analyst is required to ensure that the indices are managed in accordance with their methodology, perform routine analysis and make presentations to Index Committees on a periodic basis. What’s in it for you: An exciting opportunity to join the leading index provider. As an Index Analyst, you will work on a wide range of indices across global markets and analyze and implement complex index methodology, as well as solve non-routine problems on an on-going basis. As an Index Analyst, you will be responsible for all aspects of an assigned group of indices, make recommendations for index membership and present...

About the Role: Grade Level (for internal use): 12 The Team: The Data & Research team represents several of our flagship products in the S&P Capital IQ/Pro Desktop, Visible Alpha, Pronto, Aftermarket Research, Chart IQ, S&P AI Data Portal, and Xpressfeed/API/Marketplace channel solutions. Together, they represent over $1.3B in annual revenue and are seeing significant growth based on continued expansion of content, delivery, and capabilities.   Responsibilities and Impact : As a Data & Research (D&R) Senior Sales Specialist for Sell Side, you are responsible for selling a Suite of products distributed via desktop, bulk delivery or API via data distribution channels to our Tier 1 clients. In addition, you are acting as a senior leader on the team who is leading a pod of Sales reps and solving problems for some of our most sophisticated clients. In addition to sales, you are working closely with the leadership team on various strategic initiatives...

About the Role: Grade Level (for internal use): 10 The Role: Business Development, North America The Team: Part of the Data, Valuations and Insight division, the Pricing & Reference Data team provide services on a broad spectrum of fixed income products including Credit Default Swaps, Syndicated Bank Loans and Bonds (Corporate & Sovereign, US Municipal and Securitized Products) to the largest asset managers, investment banks, fund administrators, auditing firms, and regulators. The global team is widely regarded as the market leader for these services and maintain extremely strong relationships across the market. The Impact: Business Development is the commercial arm of product. The team is the key between our clients/market needs and our product teams; in this role we partner with clients to directly influence the direction that our services take, plan for future growth, and execute on new ideas. What’s in it for you: See your direct impact...

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 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 performance trends, issuance conditions, and AI’s role in...

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 any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Café Ambassador - NYC Collectives The Role Do you find your purpose in empowering others? As a Café Ambassador, you are the face of Capital One’s mission to change banking for good. We’ve broken the mold of traditional banking—you won’t be found behind a teller line or a glass window. Instead, you’ll move throughout the Café, bridging the gap between digital innovation and human connection. In this role, you’ll act as a high-end service specialist and a guide to digital banking. You aren't just serving a community; you’re building one by bringing Capital One’s mission to life within a vibrant, modern community hub. What You’ll Actually Do Be a Natural Connector: Proactively engage with guests in a high-energy environment that serves as both a community space and a local coffee shop. (Note: You are a banking guide, not a barista—you won’t be serving coffee!) Serve as a Brand Advocate: You’ll share the value of Capital One’s products and services through...

TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Supports store management in the execution of store related administrative functions. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models outstanding customer service. Creates a positive internal and external customer experience Promotes a culture of honesty and integrity; maintains...

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...

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...

About the Role: Grade Level (for internal use): 10 The Role: Index Manager, Factor Equity Indices The Location: New York, NY The Team: The role will be part of the Index Management and Production Group (“IMPG”) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This specific role will focus on the management and oversight of Factor Equity indices, ensuring the integrity and accuracy of the indices through thorough research and analysis. The Impact: As an Index Manager, you will play a crucial role in maintaining and enhancing the quality of S&P Dow Jones Indices (“S&P DJI”). Your expertise in these markets will be essential in researching corporate actions, new issuances, and implementing index changes. The candidate will collaborate with internal teams to design and implement methodologies...

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 any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Accenture Flex offers you the flexibility of local fixed-duration project-based work powered by Accenture, a leading global professional services company. Accenture is consistently recognized on FORTUNE's 100 Best Companies to Work For and Diversity Inc's Top 50 Companies For Diversity lists. As an Accenture Flex employee, you will apply your skills and experience to help drive business transformation for leading organizations and communities. In addition to delivering innovative solutions for Accenture's clients, you will work with a highly skilled, diverse network of people across Accenture businesses who are using the latest emerging technologies to address today's biggest business challenges. You will receive competitive rewards and access to benefits programs and world-class learning resources. Accenture Flex employees work in their local metro area onsite at the project, significantly reducing and/or eliminating the demands to travel. Key Responsibilities:...