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33 financial wellness associate jobs found in New York

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New York financial wellness associate
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SP
Full time
 
Associate Director
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12   The Team:  As an Associate Director on our   Life/Health Insurance team, you will join a supportive and collaborative group of approximately 15 analysts with diverse backgrounds and   experiences   in the financial services sector. Our team specializes in conducting comprehensive credit analysis for life/health insurance financial strength and debt ratings, working closely with analytical colleagues across the U.S. & Canada. We   operate   in a hybrid work environment that values both teamwork and individual excellence, fostering an atmosphere where experienced professionals can grow while mentoring the next generation of analysts.  The Impact:  In this role, you will be   directly responsible   for shaping credit opinions that influence market decisions and investor confidence. Your analytical   expertise   will drive rating recommendations for assigned insurance entities, while your...

May 15, 2026
SP
Full time
 
Associate Director, Software Engineering
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 The Team: The Fixed Income value stream focuses on providing reliable, scalable and auditable calculation engines and services that are essential for managing our fixed income series of indices. As technology is being reshaped to align with emerging standards, our team operates with a product-first mindset, follows product development lifecycle patterns, and truly adheres to Agile framework principles. Responsibilities and Impact: Design and develop high-performance calculation engines and services for fixed income indices processing large-scale financial data Collaborate with cross-functional teams to implement scalable solutions that support critical business operations and client needs Drive technical excellence by participating in code reviews, architecture discussions, and contributing to best practices for system reliability Work within Agile development cycles to deliver features that enhance our fixed...

May 15, 2026
SP
Full time
 
Associate Director, Relationship Management – Global Strategic Accounts (Americas)
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 Key Responsibilities Strategic Client Ownership Serve as the primary relationship lead for Global Strategic Accounts in the Americas, with a focus on the firm’s largest ETF client relationships using our index IP. Develop and execute long‑term account strategies aligned with client objectives, asset growth goals, and firm‑wide commercial priorities. Function as a trusted advisor to senior client stakeholders, including investment, product, and distribution leadership. Serve as a trusted advisor on ETF market trends, index-based product positioning, and ecosystem dynamics. Tactical Quarterback & Execution Leadership Lead day-to-day coordination of active initiatives including: Product enhancements (methodology changes, communications, timelines, approvals). New product pitches and commercialization planning (concept shaping, differentiators, feasibility). Commercial reviews, pricing discussions, and...

May 10, 2026
SP
Full time
 
Model Developer Senior Analyst - Structured Finance
S&P Global New York, NY
About the Role: Grade Level (for internal use): 11 The Team: The Structured Finance (SF) team develops and maintains quantitative criteria, models, and tools that support credit rating and research across ABS, RMBS, CMBS, and structured credit. The team values technical rigor, timely delivery, and close collaboration with Methodologies and Ratings Technology to produce transparent, repeatable outputs used by global analysts. The Impact: This role provides practical quantitative and technical support that improves the efficiency, transparency, and consistency of credit analyses and research. Your deliverables will be used by analysts and SMEs to inform rating decisions and maintain operational reliability of models and tools. You will play a significant role in initiatives to improve efficiencies in structured finance modeling while providing professional know-how to enhance the knowledge and skill base of the organization. What's in it for you: Deliver tools...

May 09, 2026
SP
Full time
 
Associate Director, Finance
S&P Global New York, NY
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...

May 04, 2026
SP
Full time
 
Senior Analyst, U.S. CMBS Structured Finance Ratings
S&P Global New York, NY
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...

Apr 25, 2026
SP
Full time
 
Associate Director, Operations Excellence
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 The Team   The  Associate Director, Operations Excellence  reports directly to the  Head of Operations Excellence  (part of the S&P DJI Data Group) and is accountable for driving metrics, reporting, and program management within SPDJI's Operations function. The team plays a critical role in supporting and enhancing our day-to-day operations—while also driving disciplined delivery of strategic initiatives and managing our internal business analytics and reporting. Operating with an enterprise mindset, Data Operations Excellence partners closely with Technology, Product, R&D, and the rest of the Operations function to enable cross-functional teams to execute and deliver while also providing them the essential intelligence they need to make data-informed decisions.  Responsibilities and Impact   Program Management & Execution Excellence   Lead cross-Operational and cross-functional initiatives to...

Apr 25, 2026
SP
Full time
 
Software Development Lead with Java
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 The Team: Our IT Application Development team is a dynamic group that thrives in a fast-paced environment while working on innovative projects that drive S&P Global's technology solutions forward. We value collaboration, technical excellence, and the ability to adapt quickly to evolving business needs while delivering impactful solutions that serve our global financial markets. Responsibilities and Impact: Design, develop, and maintain scalable software applications using modern programming languages and frameworks Collaborate with cross-functional teams to translate business requirements into technical solutions Lead code reviews and mentor junior developers to ensure high-quality code standards Participate in architectural decisions and contribute to the technical roadmap for innovative projects Troubleshoot complex technical issues and optimize application performance in production environments Drive...

Apr 21, 2026
SP
Full time
 
Commercial & CX Graduate Associate (Early Careers)
S&P Global New York, NY
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...

Apr 21, 2026
SP
Full time
 
Director - Private Markets Sales, iLEVEL
S&P Global New York, NY
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...

Apr 18, 2026
SP
Full time
 
Associate Director, Index Investment Strategy
S&P Global New York, NY
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....

Apr 18, 2026
SP
Full time
 
Manager, Insurance Risk Management
S&P Global New York, NY
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,...

Apr 18, 2026
SP
Full time
 
Associate Director, Data & Content Acquisition
S&P Global New York, NY
About the Role: Grade Level (for internal use): 11 The Team: This role will support the Index Data Acquisition & Content Subscriptions (iDACS) team within the S&P Dow Jones Indices division of S&P Global.  The iDACS team is responsible for acquiring inbound third-party content from market data providers, subscription licensing, vendor management, and stakeholder engagement. We are seeking a highly skilled and experienced individual to join our team. The successful candidate will be responsible for overseeing the licensing and sourcing of critical market data that informs investment decisions and portfolio management strategies. This role demands a deep understanding of industry trends, data licensing agreements and vendor management. Responsibilities & Impact: Lead commercial negotiations with third-party exchange and other market data content providers. Manage source selection, internal communication, contractual review, and internal...

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
Bank of America
Full time
 
Senior Banker - Chinatown Financial Center - Bilingual Mandarin Required
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...

Apr 13, 2026
Bank of America
Full time
 
Senior Banker - Chinatown Financial Center - Bilingual Mandarin Required
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...

Apr 13, 2026
Bank of America
Full time
 
Relationship Banker - Manhattan East NY Area
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...

May 21, 2026
Bank of America
Full time
 
Relationship Banker - Manhattan East NY Area
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...

May 20, 2026
Bank of America
Full time
 
Senior Trust Officer
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...

May 19, 2026
Bank of America
Full time
 
Senior Trust Officer
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...

May 19, 2026
Bank of America
Full time
 
Relationship Banker - Central Manhattan NY Area
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...

May 15, 2026
Bank of America
Full time
 
Relationship Banker - Central Manhattan NY Area
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...

May 15, 2026
Bank of America
Full time
 
Credit Solutions Advisor - Flatiron
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...

May 14, 2026
Bank of America
Full time
 
Relationship Banker - West Manhattan NY Area
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...

May 12, 2026
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