53 personal banker jobs found in New York, NY

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...

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...

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 Summary  Join the Investment Banking Division, as an Associate in the Corporate Advisory team, where you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and...

Part - Time Café Ambassador - SoHo 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...

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...

About the Role: Grade Level (for internal use): 05 The Team: The Custom Product Management team at S&P Dow Jones Indices (S&P DJI) is a dynamic, high-impact group of quantitative indexing specialists dedicated to co-creating bespoke index solutions with global institutional clients. Sitting at the intersection of product management, sales, and quantitative finance, we build and launch client-driven custom indices that power the global investment landscape. We value curiosity, cross-functional collaboration, and a relentless focus on client success and commercial growth. Responsibilities and Impact: Execute Index Operations: Support the end-to-end lifecycle of custom index requests, coordinating cross-functionally with quantitative research, technology, and index operations for feasibility and assessment. Optimize Digital Tools: Learn and leverage S&P DJI's proprietary SPICE Index Builder platform, conducting user-experience (UX) analysis to...

About the Role: Grade Level (for internal use): 14 The Team: This team is essential to the division's data strategy, playing a key role in data transformation and leading efforts to replace legacy technical debt. The team embodies a strong commitment to delivering on business needs and demonstrates exceptional collaboration with both product and business partners. They are known for their collaborative approach, strong technical expertise, and the high energy and dedication they bring to their work. Responsibilities and Impact: Lead and scale a world-class engineering organization of 100+ data engineers, ML engineers, and platform developers, including managing managers and Staff/Principal-level engineers while driving hiring, retention, and talent development strategies Provide strategic technical direction for enterprise-scale lakehouse architecture using tools such as Databricks Data Intelligence Platform (Unity Catalog, Delta Lake, Delta Live Tables, Mosaic AI)...

About the Role: Grade Level (for internal use): 14 About the Role The Team:   The Head of Multi-Asset Engineering is responsible for the strategy, architecture, and execution of technology solutions supporting S&P Dow Jones Indices' Multi-Asset business. This leader will partner closely with Product, Research & Design, Operations, and Commercial teams to accelerate time-to-market, enable AI-powered product innovation, and build scalable technology capabilities supporting current and future Multi-Asset index offerings.  The role combines value-stream ownership, engineering leadership, platform strategy, and organizational influence. The successful candidate will drive the evolution from bespoke solutions toward reusable platforms, common services, and modern product-centric engineering practices.  Responsibilities and Impact:   Multi-Asset Technology Leadership: Lead the end-to-end technology strategy and execution roadmap for the Multi-Asset...

About the Role: Grade Level (for internal use): 11 Senior Commercial Manager – New Business The Role: In this role as a Senior Commercial Manager within S&P Global Energy, you will be responsible for developing new client relationships and driving net sales growth across key markets and client segments within the Financial Services industry. Your primary focus will be on identifying new business opportunities and increasing subscription revenue through new client relationships. The Impact: Sales professionals are frontline representatives of S&P Global, and the quality of their interactions with the market directly influences our reputation and client relationships. The contracts negotiated by our sales teams not only support the adoption of our products, services, and solutions, but also create opportunities for future growth while appropriately managing commercial risk. Responsibilities Consultative Sales, Negotiation and Prospect Engagement...

About the Role: Grade Level (for internal use): 10 The Role: Commercial Manager, New Business – Financial Services In this role as a Commercial Manager within S&P Global Energy, you will be responsible for developing new client relationships and driving net sales growth across key markets and client segments within the Financial Services industry. Your primary focus will be on identifying new business opportunities and increasing subscription revenue through new client relationships. The Impact: Sales professionals are frontline representatives of S&P Global, and the quality of their interactions with the market directly influences our reputation and client relationships. The contracts negotiated by our sales teams not only support the adoption of our products, services, and solutions, but also create opportunities for future growth while appropriately managing commercial risk. Responsibilities: Consultative Sales, Negotiation and Prospect...

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...

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...

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...

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): 14 The Team: The Global Data Enablement and Operations team safeguards the integrity, governance, scalability, and strategic use of data across the full index lifecycle, from acquisition through commercialization. The team partners globally across Index Management, Index Design, Product, Commercial, Technology, Data Operations, and Enterprise Data to build trusted, platform-ready data products that enable innovation across asset classes.   Within this organization, the Multi-Asset & Wealth value stream connects index and product strategy to data execution. The team values clear ownership, disciplined prioritization, strong governance, and close partnership across business and technology teams.   Responsibilities and Impact: Own the end-to-end Multi-Asset & Wealth data value stream, ensuring data products reliably support index construction, calculation, rebalancing, analytics, and downstream use. Translate...

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): 11 The Team: We are seeking a highly motivated and experienced Account Manager to join our Sell Side Account Management Team at S&P Global, based in New York. They will be responsible for managing and growing strategic relationships across a portfolio of Canada/east coast sell-side clients, serving as a trusted partner and helping clients maximize the value of S&P Global’s solutions. The ideal candidate brings a strong understanding of capital markets and the sell side landscape, with demonstrated experience managing complex client relationships and engaging senior stakeholders. This individual will take a strategic approach to account management, identifying opportunities to deepen relationships, expand product adoption, and drive long-term commercial growth.   Responsibilities and Impact Own and develop strategic client relationships across a portfolio of East Coast sell side accounts, building...

About the Role: Grade Level (for internal use): 13 The Team   S&P Dow Jones Indices is seeking an R&D Team Manager to lead a team of R&D experts responsible for delivering high‑quality index research, design, analysis and scalable capabilities within the Equities & Digital Assets value stream. Reporting to the Head of Equities & Digital Assets Index Design, this role is accountable for translating value stream priorities into an executable team backlog and ensuring consistent, timely delivery of index concepts, while offering invaluable subject matter expertise in support of the team’s work. The R&D Team Manager is first and foremost a people leader - responsible for hiring, developing, coaching, and performance‑managing team members while fostering a high‑performance culture grounded in disciplined execution, collaboration, and client centrism. By balancing hands‑on technical/domain expertise with strong leadership, this role ensures that the...

About the Role: Grade Level (for internal use): 08 The Team The role sits in the Data team within S&P Dow Jones Indices. The team supports index construction, calculation, analytics, research, and commercial data products by ensuring that data is accurate, timely, scalable, and fit for purpose. Reporting to the Fixed Income & Private Markets Data Value Stream Lead, this role is responsible for the management of our fixed income data sets, including reference data, corporate actions, ratings, and related datasets. The role combines domain expertise, data management, stakeholder collaboration, and operational excellence to ensure the organization generates trusted, scalable, and commercially valuable data products.   Responsibilities Manage bond data products within the Fixed Income Data Group, including bond terms and conditions, corporate actions data, ensuring data quality, accuracy, and timely delivery for index production and maintenance. Work with...