9 wealth planner jobs found

About the Role: Grade Level (for internal use): 12 Company Name: Markit North America, Inc. Job Title: Product Specialist, IT Service Operations Location: 55 Water Street, New York, NY 10041 (Hybrid work schedule. On days not in office, telecommuting permitted within normal commuting distance of New York, NY office) Job Duties: Markit North America, Inc. seeks a Product Specialist, IT Service Operations who will  provide support and consultancy services to clients for resolution of software and data issues. Directly support regulated financial clients by ensuring accurate processing of corporate actions events that impact investor entitlements, settlement obligations, and regulatory reporting. Mitigate operational and compliance risk by performing root cause analysis, coordinating remediation with engineering teams, and implementing preventive controls to avoid recurrence. Ensure the accuracy, timeliness, and regulatory compliance of corporate actions processing for...

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...

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): 12 The Team: The Data & Research team represents several of our flagship products in the S&P Capital IQ/Pro Desktop, Visible Alpha, Pronto, Aftermarket Research, Chart IQ, S&P AI Data Portal, and Xpressfeed/API/Marketplace channel solutions. Together, they represent over $1.3B in annual revenue and are seeing significant growth based on continued expansion of content, delivery, and capabilities.   Responsibilities and Impact : As a Data & Research (D&R) Senior Sales Specialist for Sell Side, you are responsible for selling a Suite of products distributed via desktop, bulk delivery or API via data distribution channels to our Tier 1 clients. In addition, you are acting as a senior leader on the team who is leading a pod of Sales reps and solving problems for some of our most sophisticated clients. In addition to sales, you are working closely with the leadership team on various strategic initiatives...

About the Role: Grade Level (for internal use): 10 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...

About the Role: Grade Level (for internal use): 12 The Team:       Credit Ratings is an integral part of the Global Ratings Services team,  comprising  a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.        The Esoteric   ABS team   assigns credit ratings to securities   backed by non-traditional   collateral like   corporate securitizations, data   centres , triple-net lease s , transpor tation   assets ,   De-Fi, etc.   by analysing underlying asset performance, structural protections, cash-flow mechanics, and downside stress scenarios .     Analysts produce opinions that help issuers and investors compare complex instruments, bringing market-relevant perspectives on topics such as performance trends, issuance conditions, and AI’s role in...

About the Role: Grade Level (for internal use): 10 The Role: Index Manager, Factor Equity Indices The Location: New York, NY The Team: The role will be part of the Index Management and Production Group (“IMPG”) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This specific role will focus on the management and oversight of Factor Equity indices, ensuring the integrity and accuracy of the indices through thorough research and analysis. The Impact: As an Index Manager, you will play a crucial role in maintaining and enhancing the quality of S&P Dow Jones Indices (“S&P DJI”). Your expertise in these markets will be essential in researching corporate actions, new issuances, and implementing index changes. The candidate will collaborate with internal teams to design and implement methodologies...