10 wealth planner jobs found

About the Role: Grade Level (for internal use): 09 About the Role:  Solutions Operations is the industry leader in leveraged loan, private equity and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis. Through our numerous platforms, managed services, or full outsourcing to front to back-office functions, Solutions Operations offers flexible and unique solutions tailored to client needs. The Team: H ighly collaborative and engaging culture where everyone works independently while also supporting one another to ensure all reports and deliverables are completed accurately and on time. What makes our team unique is our strong commitment to teamwork, open communication, and willingness to help each other when needed. We value accountability, collaboration, and   maintaining   a positive environment that drives both individual and team success.   Responsibilities and...

About the Role: Grade Level (for internal use): 12 S&P Global Market Intelligence The role: Manager, IT Service Operations The Location: NYC (hybrid 2 days per week onsite) We are seeking an experienced and highly motivated Global Fixed Income Service Management Technical Manager with a minimum of 12 years of experience to lead the application support and cloud operations function for Fixed Income platforms within the Markets division of Enterprise Solutions. This role is primarily based in New York City. The role is responsible for overseeing global 2nd line application support, cloud infrastructure operations, platform stability, incident response and tracking, and operational governance across multiple business-critical Fixed Income platforms. The successful candidate will lead a global Service Management organization supporting highly available, real-time trading and workflow applications utilized by financial institutions worldwide. This...

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 Positon: Custom Index Manager Position Description: The Data Operations Associate is responsible of the entire data lifecycle from data preparation to reporting and recognizes the interconnected nature of the data analytics and data operations. The Data Operations Associate must be able to analyze and implement complex index methodology and solve non-routine operational problems on an on-going basis and have experience and ability to interact with S&P proprietary calculation systems and work with large and complex data sets in excel. Processes automation skills and experience via coding is required. It is expected for the candidate to leverage coding skills to be able to improve velocity, reliability, and quality of data operations and analytics. As part of the responsibilities, the Data Operations Associate follows a methodology to select and weight index constituents and to maintain indices on a daily basis...

About the Role: Grade Level (for internal use): 12 The Team:     Structured Finance   Esoteric A BS         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...

About the Role: Grade Level (for internal use): 10 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. Responsibilities and Impact: Drive the development of strategic initiatives and BAU in a timely manner, collaborating with stakeholders Set priorities and coordinate workflows to efficiently contribute to S&P objectives Promote outstanding customer service, high performance, teamwork, and accountability Define roles and responsibilities with clear goals and processes Contribute to S&P enterprise architecture and strategic roadmaps Develop agile practices with continuous development, integration, and deployment Collaborate with global technology development teams and cross-functional teams Make meaningful contributions in...

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): 10 About the Role: Private Market and other Thematic Indices‘ data owner         As a Private Market 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 – Fixed Income Data group, which focuses on a wide array of datasets used for the maintenance and rebalancings for S&P Private Market indices.      Responsibilities and Impact:    As the key point of accountability for private market data quality, you will work closely with internal and external data providers to...

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): 11 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: As a Customer Success Manager focused on Visible Alpha (VA), you will be responsible for driving user engagement, product adoption, and satisfaction across VA Insights and VA on Pro. You will partner closely with Marketing, Product, Account Management, and Sales teams to deliver proactive initiatives that maximize the value VA brings to our clients. Responsibilities Include: Lead targeted engagement campaigns for VA to increase product usage and deepen adoption. Develop expertise in the VA platform, staying current on new features, workflows, and...