28 wealth planner jobs found in New York

 J.P. Morgan Wealth Management 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 US Wealth Management (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...

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 Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external customer...

About the Role: Grade Level (for internal use): 10 The Team:  The Multi-Asset Index Management team oversees a diverse portfolio of high-profile indices encompassing equities, fixed income, commodities derivatives, and digital wealth.   Impact: As an Index Manager, you will be responsible for managing a broad range of indices. Your role will involve working closely with key stakeholders (Product Management, R&D, Technology, Governance and Operations) to ensure the day-to day accuracy of indices under your management. This role is part of the Multi-Asset team which manages a wide array of indices. While this role will have a focus on Wealth Benchmarks, flexibility and more generalized work across the team’s offering will be required. Collaborate with a wide array of indices across global markets, analyzing and implementing complex index methodologies while addressing non-routine problems on an ongoing basis.   Take charge of all...

Part Time Branch Ambassador - New York City The Reimagined Branch Experience: Welcome to a new idea in banking. Here at Capital One, we’re redefining how people bank. You see, we believe banking should fit our customers’ everyday lives—not the other way around. As a Branch Ambassador, you’ll have the opportunity to use your love of working with people and sharing product knowledge to play a vital role in our customers’ banking experience. You’ll also perform a wide variety of transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures. Equally important is the ability to resolve customer inquiries quickly and efficiently, delivering an extraordinary customer experience. Our rapidly changing tech and financial environment requires Ambassadors who are adaptable and have a growth mindset, in addition to being customer experience-obsessed.  Our Branch team...

About the Role: Grade Level (for internal use): 10 About the Role: Private Market and other Thematic Indices‘ data owner         As a Private Market and Thematic Indices data owner within the Global Index Management & Production Group (IMPG), you will be responsible for preparing, validating , and ensuring the accuracy of private equity, venture capital, private debt, and real asset data ahead of scheduled index rebalances. You will work with various datasets that include valuations, holdings, and transaction records, applying rigorous validation checks against trusted reference sources.  This position is part of the Data Excellence – Thematics group, which focuses on a wide array of datasets used for the maintenance and rebalanc ings for S&P Thematic indices.       Responsibilities and Impact:    As the key point of accountability for private market and thematic data quality, you...

We’re looking for a dynamic communications leader with the ability to influence, drive meaningful results, and communicate complex information in a simple and compelling manner. This leader should be adept at working through complexity, handling multiple initiatives, and collaborating effectively with C-suite executives and partners, as well as driving consistently high performance in teams. As a Communications Executive Director in US Wealth Management and member of the Consumer & Community Banking (CCB) Communications leadership team, you will be in a high-performing team that communicates with honesty, authenticity and empathy. You will report to the Head of Content and Communications for J.P. Morgan Wealth Management and partner with senior executives, partners and peers across Consumer & Community Banking and JPMorganChase.  Job responsibilities Develop a comprehensive communications strategy that supports business priorities and objectives In partnership with...

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 Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example 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...

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 Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example 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...

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...

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 Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example 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...

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): 12 The Team: The MI Business Transformation, Strategy & Special Projects team is responsible for guiding the overall strategy of the Market Intelligence division of S&P Global. In addition to setting long-term strategic ambitions for the division, the team leads acquisitions and divestitures, strategic partnerships, portfolio management, growth initiatives and competitive intelligence. The team also partners closely with Finance and business stakeholders on long-term financial planning. This small, nimble team is responsible for evaluating all significant new investments for Market Intelligence and defining the requirements for delivering future growth coupled with large-scale business transformation initiatives aimed at optimizing portfolio strategy and improving business profitability and productivity. Responsibilities and Impact: Partner with business leaders across the division to shape and execute MI’s...

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 The Team: The Private Asset Valuation Services division provides valuation services on private equity, venture capital, and private debt investments to the largest asset managers, investment banks, and fund administrators. Key services include Private Equity and Private Debt Fair Value Services, and Qval Valuation Solutions. The global team is widely regarded as the market leader for these services and maintain extremely strong relationships across the market. Responsibilities & 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. Assist in the creation of business plans and sales campaigns Perform client/ prospect outreach in several ways including individual client meetings,...

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: Senior Sustainability Sales Specialist, Non-Financial Corporations, Americas   The Team: The Sustainability Sales Specialist in New York plays a vital role in fostering strong relationships with our clients while expanding our market presence. This role is dedicated to understanding the unique needs of businesses in the region and collaborating within S&P Global Sustainable1 and across other divisions to deliver a comprehensive suite of solutions tailored to their objectives. Additionally, the role actively engages with various market participants to enhance our visibility in the North America market, focusing on companies as clients and as partners in driving innovation. This team will be responsible for defining and executing the sales strategy for North America and directly managing a select portfolio of key accounts. The Impact: Reporting to the Regional Sales Head for Non-Financial Corporates,...

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...

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 Index Engineering team is responsible for prototyping, building, and launching indices across various asset classes. The team is responsible for the full lifecycle of the index development process as well as interfacing with clients, and internal stakeholders to ensure successful product delivery. This role provides an opportunity to understand and implement cutting edge index products.  This role will offer the opportunity to connect with stakeholders from all aspects of SPDJI’s business and a direct connection to a wide variety of client and product types. This role allows to work with a highly collaborate and creative global team of financial engineers for continuous learning and person growing. Responsibilities and Impact: Index Engineering is a global team responsible for developing and launching indices at S&P Dow Jones Indices. This role encompasses full lifecycle of index...

About the Role: Grade Level (for internal use): 09 Office Coordinator – New York City Location: New York, New York   About S&P Global Mobility S&P Global has recently  announced  the intent to separate our Mobility Segment into a standalone public company.  For more information, visit www.spglobal.com/mobility . Position Overview The Office Coordinator serves as the primary on-site support for daily workplace operations at Mobility Global’s New York City office in Times Square. This role is responsible for helping ensure the office operates smoothly, professionally, and in alignment with company standards. This position acts as the first point of contact for employees, visitors, and vendors, while supporting workplace operations, facilities coordination, and day-to-day office needs in a fast-paced corporate environment. Core Responsibilities Front Desk & Workplace Support Serve as the primary front desk contact for employees, visitors,...

About the Role: Grade Level (for internal use): 11 About the Role/The Team:     The U.S. Structured Credit - CLO Ratings team is part of the broader Structured Finance Group at S&P Global Ratings. The team assigns and monitors credit ratings on complex collateralized loan obligation (CLO) transactions backed by broadly syndicated and middle market corporate loans, providing high-quality, time-sensitive analysis to the leveraged finance market. As a Senior Analyst (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.  Impact and Responsibilities:    Impact:  The Senior Analyst plays 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. The Senior Analyst leads analysis on transactions within clearly defined criteria and...

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): 10 S&P Global Ratings The Role: Software Engineer The Location: NY (hybrid) The Team: The team is responsible for building external customer facing websites using emerging tools and technologies. The team works in a significant environment that gives ample opportunities to use creative ideas to take on complex problems for Commercial team. The Impact: You will have the opportunity every single day to work with people from a wide variety of backgrounds and will be able to develop a close team dynamic with coworkers from around the globe. You will be making meaningful contribution in building solutions for the User Interfaces/Webservices/API/Data Processing What’s in it for you: Build a career with a global company. Grow and improve your skills by working on enterprise-level products and new technologies. Enjoy attractive benefits package including medical benefits, gym discounts, and...

PM Associate, Private Credit Established in 1984, Bain Capital is one of the world's leading private investment firms with approximately $105 billion in assets under management. Bain Capital manages a range of strategies including private equity, public equity, credit, venture capital, real estate, life sciences, and impact investments.  Our competitive advantage is grounded in a diligence-intensive, value-added investment approach that enables the firm to deliver industry-leading returns for its investors. Headquartered in Boston, Bain Capital has offices in Chicago, Dublin, Guangzhou, Hong Kong, London, Madrid, Melbourne, Mumbai, Munich, New York, Palo Alto, San Francisco, Seoul, Shanghai, Sydney, and Tokyo. BAIN CAPITAL CREDIT OVERVIEW Bain Capital Credit is a leading global credit specialist with approximately $53 billion in assets under management.  We invest across the full spectrum of credit strategies, including asset-based finance, direct lending, leveraged...