44 personal banker jobs found in New York

 J.P. Morgan Wealth Management (USWM) helps investors achieve their long‑term financial goals through four channels: Chase Wealth Management (CWM), J.P. Morgan Advisors (JPMA), J.P. Morgan Personal Advisors, and J.P. Morgan Self‑Directed Investing. Together, these channels serve clients nationwide with approximately $1.1 trillion in assets under management (AUM) and about 6,000 advisors across roughly 5,000 branches and offices. As an Associate in USWM focused on Affluent Strategy, you will manage initiatives that acquire, grow, and deepen relationships with affluent clients. While you will primarily support Chase Wealth Management, a rapidly growing, client‑facing field sales organization - you will also develop a deep understanding of all Wealth Management distribution channels and how they partner with Chase’s Consumer Bank to deliver a consistent, high‑quality client experience. This role will partner closely with the J.P. Morgan Private Client organization to help scale...

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. In this role, you’ll apply strong technical judgment to choose the right approaches (including modern LLM-based methods where appropriate), evaluate performance with rigorous metrics, and ensure solutions are reliable, secure, and scalable in real-world environments. You’ll also contribute to improving data quality and feedback loops, monitoring models in production, and continuously iterating to reduce agent effort, shorten resolution times, and increase consistency and quality across operational workflows. As an Applied AI/ML Vice President in our AI for Operations...

About the Role: Grade Level (for internal use): 11 The Team: S&P Global Ratings' Structured Finance Ratings practice is a leader in providing credit ratings and opinions for securitizations backed by diverse ABS assets. Our team operates in a collegial culture with exceptional opportunities for professional development and career growth, focusing on facilitating capital market growth while maintaining analytical excellence. The Impact: As a Senior Analyst in our ABS Structured Finance Ratings team, you will play a critical role in evaluating credit risk and providing market-leading ratings opinions that help shape global capital markets. Your analytical expertise will directly influence investment decisions and contribute to the integrity of the structured finance marketplace. What's in it for you: Work alongside industry-leading professionals in structured finance and gain deep expertise in ABS securitizations Access exceptional professional...

About the Role: Grade Level (for internal use): 05 Our Internship Program: The S&P Dow Jones Indices intern program is a three-month, full-time position beginning around June 2026. The program seeks to attract high achievers from a diverse pool of undergraduate and postgraduate institutions. As an intern, you will get exposure to several teams within the S&P Dow Jones Indices Operations Group. Exceptional learning agility, time management, and analytical skills are necessary for your success. You will be able to apply your skills to real-world industry scenarios, gain experience in communicating in a professional environment and contribute to key projects that are critical to the calculation of S&P Dow Jones Indices. Interns have the opportunity to assist S&P Dow Jones Indices with achieving its mission to provide benchmarks that accurately gauge the markets and help institutions and individuals make well-informed decisions.Interns will also be provided...

About the Role: Grade Level (for internal use): 11 About the Role: The Team:   In this role, you’ll plan an integral part of S&P’s Global Equity Compensation team.  The role will be primarily responsible for assisting in daily administration of S&P’s Global Equity Compensation plan, as well as operating cross functionally with other areas of the business, including but not limited to Payroll, Legal, Finance and Treasury teams.  Excellent communication, strong interpersonal skills, project management abilities and the ability to be a team player are key attributes for success in this role.  This role will report to the Director of Equity Compensation Strategy & Operations. Responsibility and Impact: The position is responsible for administering all aspects of S&P Global Inc. long-term incentive compensation programs including cash-based and stock-based awards for our employees.  This includes compliance, reporting and education for...

About the Role: Grade Level (for internal use): 12 The Team: The U.S. Structured Credit - CLO team is part of the broader Structured Finance Group at S&P Global Ratings. The team assigns and monitors credit ratings for securitizations backed by broadly syndicated or middle market corporate loans. The practice provides credit ratings of structured products that are backed by pools of assets, mainly focused on Collateralized Loan Obligation (CLO) transactions. The Impact: As an Associate Director, you will be an integral part of the analytical team, responsible for cash flow modeling and transaction document analysis in support of new issue ratings and surveillance of CLO transactions. You will review documents as they pertain to our CLO criteria and conduct cash flow analyses to stress test the structures and enhancement levels under various economic scenarios. You will also participate in credit rating committees and interact with bankers, issuers and investors...

About the Role: Grade Level (for internal use): 12 The Team: The S&P Global Ratings Commercial Team is responsible for optimizing relationships and commercial outcomes with a broad set of clients in the U.S. We are a collaborative team who develop solutions that help our clients overcome their complex business challenges. The team focuses on relationship management and business development, and value intellectual curiosity and strategic thinking. We leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.   The Role: As a Sales & Relationship Manager within the Structured Finance team at SPGR, the team member will be responsible for managing and growing relationships with capital markets clients, driving revenue across assigned accounts, and contributing to broader team and account objectives through disciplined execution, market insight, and sound judgment. This role requires a strategic...

Location: For Those Who Work At Home, New York ***THE INCUMBENT WILL SUPPORT CLIENTS IN THE CENTRAL NY OR CAPITAL REGION AND THEREFORE MUST RESIDE WITHIN THESE REGIONS TO BE CONSIDERED*** Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions...

About the Role: Grade Level (for internal use): 10 The Team: The Customer Success team is a dynamic global organization where the work evolves daily. The team develops and executes data-driven processes to deliver a world-class customer experience. Your focus may include client migrations, onboarding new users, or supporting global strategic accounts across the corporate segment. Responsibilities and Impact:     Lead   proactive   and innovative customer engagement initiatives in close collaboration with   M arketing , Product,   Account Management, and Sales teams .   Cultivate strong relationships with power users and key stakeholders.   Develop specialization in key industry verticals or customer segments. Stay attuned to client business   objectives   and market trends to   identify   tailored solutions.   Deliver tailored training sessions (virtual/in-person) aligned to user roles and workflows....

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...

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...

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

This is an exciting opportunity for someone who is highly motivated to work in an innovation-focused team and to contribute to our Corporate & Investment Bank business. As a Pricing Direct Evaluator – HY Associate, you will join a revenue-generating team that provides independent pricing and analytics for millions of fixed income and derivative instruments, utilizing real-time market intelligence from buy-side and sell-side market participants. You will play a crucial role in providing accurate and insightful valuations, which are essential for our clients' investment decisions and risk management strategies.   Job responsibilities Generate daily valuations of high yield credit products for multiple market closes, entailing start-to-end responsibilities. This includes market data collection and analysis, price generation, quality control, and dealing with client queries. Develop and maintain sophisticated models or matrices, aiming to improve pricing...

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. Responsibilities and 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. 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 changes...

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...

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): 09 The Role: CREDit Graduate Program Analyst – Structured Finance Grade (for internal applicants only): 9  Program Overview:   When you join S&P Global Ratings, you join one of the world's leading providers of independent credit risk research and benchmarks. You are part of a team that produces high quality fundamental research based on established criteria.  Our CREDit Graduate Program is a two-year training and development opportunity with our next intake joining us in September 2026. CREDit Program Analysts are hired for a specific practice; however, you are expected to transition between practices as dictated by business demands. In your first year CREDit analysts focus on acquiring skills and knowledge from your home practice. In your second year CREDit analysts gain exposure to other practices through a mix of classroom training and small projects or short-term secondments. All analysts combine practical...

About the Role: Grade Level (for internal use): 05 The Team: The Client Services team provides support to clients 24 hours per day, 5 business days per week. Email and phone support is provided during local business hours in English, German, Japanese, Mandarin, Portuguese, and Spanish from regionally based offices in Beijing, Dallas, Frankfurt, London, Mexico City, Mumbai, New York, Sydney and Tokyo. Our Internship Program : During your summer at S&P Global you'll have the chance to partner with our industry experts, with on-the-job experience focusing on high impact work that allows you to apply and develop your skills. Networking, business insights and tailored learning opportunities all support your growth and development, setting you up for success as you begin your career. The Summer 2026 Internship Program will provide you with a variety of experiences to help you identify your strengths, develop highly transferable skills, and align you to a...

About the Role: Grade Level (for internal use): 09 About the Role:    Product Specialist / Client Services, S&P ETF & Benchmarking Solutions (EBS)    The Team:   Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate, multi asset class index data to support their trading and investment activities. ETF & Benchmarking Solutions also provides a comprehensive view of the global ETF market to support the needs of all participants, from issuers and buy-side investors to brokers and market makers. The EBS Product Service team are subject matter experts who strive to deliver a best-in-class experience in product support, relationship management and customer communications.      Responsibilities and Impact:   The successful candidate will be expected to develop deep knowledge of EBS products and systems to support clients and ensure that our business applications run smoothly. You will be working in a...

About the Role: Grade Level (for internal use): 05 The Team: Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate, multi asset class index data to support their trading and investment activities. ETF & Benchmarking Solutions also provides a comprehensive view of the global ETF market to support the needs of all participants, from issuers and buy-side investors to brokers and market makers. The EBS Product Specialist team are subject matter experts who strive to deliver a best-in-class experience in product support, relationship management and customer communications.  Responsibilities and Impact: The successful candidate will be expected to develop knowledge of EBS products and systems to support clients. You will be working in a fast-paced environment ensuring client requests are prioritized and resolved. Product Specialist team members collaborate with internal groups such as product management,...

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...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets is a leading middle-market investment bank providing strategic advisory and capital markets solutions to clients across a range of industries. The Vice President will be responsible for leading the execution of M&A and capital raising transactions, managing client relationships, and supporting business development efforts. This role requires strong leadership, technical expertise, and a commitment to developing junior talent while delivering high-quality advisory services to middle-market clients. Essential Functions Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions. Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions. Lead transaction execution across a variety of deal types including sell-side and buy-side M&A,...