29 wealth strategies advisor jobs found in New York

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

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: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

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...

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...

At J.P. Morgan Wealth Management, we empower clients throughout their wealth journey, adapting to their evolving needs with precision and care. Our goal is to deliver the best advice and service across each of our sales channels, leveraging innovation and deep expertise.   We are seeking a dynamic Executive Director to design and implement innovative B2B2C client acquisition tactics and asset gathering techniques within our JP Morgan Wealth Management Workplace Strategies team. This is a unique opportunity for a proven leader who thrives on building new experiences and capabilities, and reengineering established processes and technology to deliver services through employer benefits programs.   The ideal candidate will have a deep background in wealth management, business development, and product management, with demonstrated leadership, strategic thinking, influence, and complex problem-solving skills.     The role involves designing and implementing innovative...

About the Role: Grade Level (for internal use): 13 About the Role: The Director, People Partner will lead the People Strategy for S&P Global’s Legal, Risk, Compliance, Communications and Office of the CEO functions. These enterprise-enabling groups operate in highly complex, regulated and reputationally sensitive environments, with broad reach across the company and direct impact on how S&P Global governs, communicates, manages risk and executes strategic priorities.  This is a strategic, high-trust role for an experienced HR leader who can operate at the intersection of business strategy, organizational effectiveness, leadership advisory and enterprise transformation. The role will partner closely with senior leaders to shape and execute a people agenda that enables these functions to evolve their operating models, strengthen capability, clarify accountabilities and support transformation in 2026 and beyond.  The successful candidate will bring strong...

About the Role: Grade Level (for internal use): 09 Title: Account Executive Location: With Intelligence, 41 Madison Avenue, New York City About M&A Deals: M&A Deals is the new premier deal origination and market mapping tool designed specifically for private markets. It combines the longstanding trusted SPS data, the proprietary, forward-looking M&A news from The Deal and the aware winning With Intelligence’s fund level details to empower our clients with more strategic investment decisions, identify new proprietary opportunities, and understand where their market coverage gaps are. As we launch this new product and expand our scope, we are seeking a motivated and skilled Account Executive to join our dynamic team. Key Responsibilities: Sales Development: Identify and engage prospective clients within the private equity space. Utilize a consultative approach to understand their needs and present tailored solutions. Relationship Building: Foster...

About the Role: Grade Level (for internal use): 12 The Team:  The S&P Global Ratings Commercial team is known for its collaborative spirit, client focus, and commitment to excellence. We value innovation, integrity, and intellectual curiosity, and we partner with clients to help them navigate complex capital markets, credit, and business challenges. The team is competitive, sales-focused, energetic, and highly collaborative, with a strong emphasis on building trusted relationships across clients, intermediaries, and internal stakeholders.  What you stand to Gain:    Work directly with CFOs, Treasurers, Market Intermediaries and other senior executives across the U.S. Public Finance market.  Build deep familiarity with assigned accounts, client business models, funding needs, and decision-making dynamics to support effective day-to-day and strategic coverage.  Develop a strong understanding of the ratings business, U.S. Public Finance market trends, and the...

About the Role: Grade Level (for internal use): 15 The Role We are looking for a visionary and client-obsessed technology leader to be our Global Head of Commercial Technology Portfolio . In this critical role, you will own the entire technology ecosystem that governs how our clients discover, consume, and engage with S&P Global Indices products and data. You will be the single leader responsible for our global data distribution platforms, client-facing portals, and the full suite of sales and marketing technologies that power our growth. Your mission is to build a seamless, world-class digital experience that delights our customers and provides a strategic advantage to our commercial teams. Key Responsibilities: Commercial Technology Vision: Define and execute a cohesive technology strategy across all client-facing and revenue-enabling platforms, including data delivery APIs, customer portals, CRM, and the marketing technology stack. Drive Revenue...

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: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn,...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

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...

Help build a new, high-impact Credit Decisioning Unit that will shape how JPMorgan Chase takes systematic risk across wealth credit products using industry-leading market, credit, and analytics capabilities. You will apply deep capital markets expertise, quantitative thinking, and strong partnership skills while gaining meaningful career growth and mobility across a broad stakeholder ecosystem and product suite. As a Credit Decisioning Unit Risk Manager in the JPMorgan Wealth Management Credit Decisioning Unit (CDU), you will help build a new first line function formed as part of a Consumer & Community Bank (CCB) wide initiative to manage systematic risk-taking across the full suite of bank and broker-dealer credit products. This Executive Director individual contributor role will manage lending portfolios comprised of securities-based lending, margin trading, and other credit exposures originated through Self-Directed Investing (SDI), Chase Wealth Management (CWM), and...

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: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn,...

About the Role: Grade Level (for internal use): 13 About the Role:  S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.   The Team: Join a Best-In-Class Global Legal, Compliance, Risk & Government Affairs Team committed to delivering timely, practical and actionable advice to advance our business and safeguard our reputation, people and assets. Thie position reports to the Associate General Counsel and Managing Director for the Americas. The team provides legal...

About the Role: Grade Level (for internal use): 20 Company Overview S&P Global is a leading provider of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. With more than a century of trust behind its brands, S&P Global plays a foundational role in the global financial system, transforming data into Essential Intelligence® that enables companies, governments, and individuals to make decisions with conviction. The firm is executing a multi‑year enterprise transformation focused on three strategic pillars: ADVANCE Market Leadership, EXPAND High‑Growth Adjacencies, and AMPLIFY Enterprise Capabilities & AI. This strategy is reshaping how S&P Global operates—scaling enterprise platforms, accelerating innovation, simplifying operating models, and embedding AI across products, workflows, and internal processes. At the same time, S&P Global’s competitive advantage increasingly rests on the...

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): 10 The Role: 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, Americas,...

About the Role: Grade Level (for internal use): 10       The Team:  The S&P Global Ratings Event Marketing team manages more than 600 virtual and   in ‑ person   meetings, webinars, and   third ‑ party   events annually. These range from intimate 30 ‑ person roundtables to   multi ‑ day   conferences with 600+ attendees. The team partners closely with Commercial, Analytical, Market Outreach, and Marketing stakeholders to deliver   high ‑ impact ,   client ‑ centric   events that reinforce Ratings’ market leadership.   This role sits within a   fast‑moving, highly collaborative environment where autonomy, initiative, and operational rigor are essential.  The Impact:  You will serve as a trusted advisor and execution lead for event strategy and delivery across assigned sectors. This includes guiding stakeholders on target dates, agenda development, location   selection ,   logistics , communications, and creative...