27 wealth strategies advisor jobs found in New York, NY

About the Role: Grade Level (for internal use): 10 The Team: Sustainable1's Client Coverage team is at the forefront of expanding and deepening client relationships in the sustainability space. We operate with a strategic vision to drive revenue growth while helping clients enhance their sustainability initiatives. Our globally distributed team values collaboration across S1, CCO, MI, and Energy Commercial divisions, working together on comprehensive account planning and client engagement strategies that deliver measurable impact. Responsibilities and Impact: Drive revenue retention and growth through strategic account management of key sustainability clients in assigned portfolio Develop and execute comprehensive account plans aligned with client strategic priorities and S&P Global's sustainability product suite Identify and pursue cross-sell and upsell opportunities across Energy, Market Intelligence, and other S&P Global divisions to maximize client...

About the Role: Grade Level (for internal use): 09 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:   In this role, you will manage the full customer journey across key lifecycle touchpoints, including onboarding, training, adoption, ongoing engagement, and renewal support. You will play an essential part in driving long-term client engagement, platform adoption, retention, user and usage growth, and account-level strategic objectives. Your interactions with clients will strengthen the organization’s relationship with existing accounts and reinforce their decision to partner with S&P Global Market Intelligence. By delivering a cohesive and proactive...

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...

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

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...

About the Role: Grade Level (for internal use): 12 The Team:   Our dynamic, global sales organization operates across multiple high-growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our collaborative team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting-edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact: Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments Develop and execute...

About the Role: Grade Level (for internal use): 14 The Role & Team: As an experienced Sr Director, Executive Communications & Speechwriter, this role will play an important part in S&P Global’s CEO strategic communications strategy, positioning, executive visibility, and voice. Working closely across the Office of the CEO and Communications Centers of Excellence, this highly strategic role serves as a trusted thought partner with responsibility for shaping, aligning, and advancing executive narrative across internal and external audiences. This role may also at times create communications for other senior executives. This individual contributor role is responsible for developing high-impact speeches, remarks, talking points, briefing materials, and related executive content while ensuring consistency with public relations and internal communications strategies, corporate strategy, regulatory considerations, and brand standards. This individual will report...

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 that develops solutions to help clients navigate complex business challenges. We focus on relationship management and business development, and we value intellectual curiosity, strategic thinking, and strong partnership. We leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.   What You Stand to Gain: Direct client access to capital markets executives at many of the world's largest and most sophisticated debt issuers. Sector and client immersion, build familiarity with assigned sectors, issuer business models, and financing strategies to elevate day-to-day coverage and executive-level discussions. Ratings and enterprise knowledge—develop a strong...

The Global Private Bank Early Careers Development Lead is an Executive Director–level role that is critical to the development of the Global Private Bank’s future Advisors. The position provides the opportunity to contribute to program strategy; manage execution through a team of program managers; partner with operating‑committee members of the Global Private Bank (GPB) businesses to understand their needs; and collaborate closely with HR partners (Talent, HR Business Advisors, Recruiting, Compensation) and other stakeholders (Client Skills Training, New Hire Experience, Marketing, Finance, and Business Management). The ability to work with multiple stakeholders, oversee the end‑to‑end journey from internship through VP promotion, and guide the development of future Advisors is essential to this role. Job Responsibilities: Partner with the Head of AWM Talent to provide critical input into the strategy for the Analyst & Associate (A&A) Programs in the GPB  Oversee...

Join the JPMorganChase Wealth Management team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices. As an Executive Director, Liquidity Specialist within J.P. Morgan Wealth Management, you will build relationships with field leadership and Advisors. The successful candidate will possess expert fixed income knowledge and serve as a subject matter expert (SME) for field leaders, Advisors, and clients. This role is responsible for driving the growth of the short-term investment product platform by building trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in markets, rates, and liquidity management. The successful candidate will act as a valued extension of...

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...

 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...

About the Role: Grade Level (for internal use): 11 About the Role: The Team: The MI Commercial Finance team is unique in its involvement with activities across all of MI, providing a comprehensive view of the division's financial landscape. We have the opportunity to act as strategic advisors to leaders across the division, offering high visibility and high impact in our roles. Our team values collaboration and innovation, fostering an environment where diverse perspectives are encouraged, and professional growth is prioritized. By partnering closely with stakeholders, we ensure that our financial strategies align with broader organizational goals, driving success and efficiency. Responsibilities and Impact: Partner with the Revenue Office an to effectively manage the expense side of the P&L, consisting of ~1,600 employees and $400M+ expense budget. Be the expert on the numbers. Understand the story, create effective variance analysis, and...

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): 15 The Team: The Markets Business Segment within Enterprise Solutions powers the capital formation and investment lifecycle process for public and private markets.  Join the dynamic team responsible for the iLEVEL Portfolio Monitoring, Valuations, Reporting, and Analytics Solution for the Private Markets.  Our private markets offerings provide dynamic and scalable portfolio monitoring solutions and services that enable investors to increase visibility and transparency, generate insights, perform valuations, optimize deal management, and achieve operational efficiencies. Our solutions are the premier industry choice to address growing pressures for transparency and regulatory compliance for Limited Partners, Investment Advisors, and Asset Managers.   Position:   S&P Global is seeking a leader who is highly experienced in private markets software and services to join our senior leadership team leading iLEVEL. As an ideal...

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 We are a global but tight ‑ knit team driven by collaboration and enablement, focused on building scalable, enterprise ‑ grade platforms, services, and common capabilities that drive wins across our entire division. Our team values collaboration, end ‑ user empathy, hard work, and honesty—creating an environment where innovative solutions can flourish and make a meaningful impact at scale. Responsibilities and Impact Drive product strategy and roadmap for critical data infrastructure components, including data onboarding, storage solutions, and core platform engines Lead cross-functional teams to deliver data engineering capabilities, admin utilities, and data quality solutions that enable enterprise-scale analytics Own product vision for disaster recovery and resiliency frameworks to ensure platform reliability and business continuity Define and execute an ontology integration strategy...

About the Role: Grade Level (for internal use): 12 The Team : The Associate Director position is within the Metals & Mining group with the S&P Global Energy organization. The Metals & Mining group provides data and research on the entire mining value chain from exploration and mine pipelines through demand and price forecasting. Responsibilities and Impact: The Associate Director will work closely with peers in both the S&P Global Energy organization along with S&P Global Market Intelligence to create comprehensive, cohesive and transparent coverage of the pricing, supply and demand outlooks for critical minerals – from assets to downstream demand to address multiple client needs/workflows. Manage a team of analyst to create asset driven cost models for a variety of critical minerals covering both the up and mid-stream Provide subject matter expert input to refine the client user interface Work with other teams on product & data...

About the Role: Grade Level (for internal use): 13 The Role: Team Lead, Sustainability Solutions Specialist, Corporates Segment, North America The Team: The Team Lead, Sustainability Solutions Specialist in New York plays a vital role in fostering strong relationships with our clients in the Corporates Segment 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 sustainability solutions tailored to their objectives. This team will be responsible for defining and executing the sales strategy for the Corporates Segment in North America, driving new sales, achieving sales targets,  directly managing the Corporates book of business, as well as supporting retention and account growth. The Impact: Reporting to the Head of Americas, in this role you will have the opportunity to work...

About the Role: Grade Level (for internal use): 14   About the Role/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.  In this highly visible, high-impact organization,   you’ll   help shape how we show up in the market ,   bringing our  mission   and values to life while delivering sustainable, long-term value for clients and communities.  We are a collaborative team who develop solutions that help our clients overcome their complex business challenges.  We thrive on   unique   perspectives,   operate   comfortably in ambiguity, and partner across boundaries to unlock outcomes that no single team could achieve alone.  The team is focused on relationship management, business development, and   is   intellectually curious. We uniquely   leverage   our proprietary methodologies and   cutting-edge...

Role Summary The Infrastructure Investments Group (“IIG” or the “Group”) is a dedicated team and business unit within JPMAM Global Alternatives focused on advising a perpetual-life strategy that offers investors a moderate-risk, long-term approach to private infrastructure equity investing that is diversified both in terms of geography and subsector. The strategy advised by IIG is one of the largest of its kind with c.US$47 billion in committed capital under management, representing approximately 11 times growth in assets under management over the past 10 years. The current portfolio includes 18 companies that in turn own c.1,035 underlying assets globally.   The IIG team is comprised of 39 dedicated Investment Principals and 32 specialist team members including fundraising, investor relations, execution, tax, research and finance, based in London and New York. The strategy focuses on active management through control positions (majority equity ownership) in private...

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...