82 wealth strategies advisor jobs found

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): 14 Job Title: Senior Revenue Go-To-Market and Technical Solution Lead Role Summary The Sr. Revenue Technical Solution Architect (Sr. RTSA) partners closely with Sales, Account Management, Product, Technology and our Enterprise Data Organization to lead technical discussions with clients and architect end-to-end solutions that  drive deal velocity, deal size, win rates and retention. This senior role sits at the intersection of customer business challenges, product capabilities, technical strategy and solution selling— translating business outcomes into scalable solutions and serving as a trusted technical advisor in high value, strategic and complex sales opportunities. Primary Focus Lead the GTM function within the revenue organization to ensure we are supporting growth strategy through solution narratives, value propositions and packaging Lead solution architecture for complex engagement and opportunities by...

About the Role: Grade Level (for internal use): 11 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 who develop solutions that help our clients overcome their complex business challenges. The team is focused on relationship management and business development, and values intellectual curiosity and strategic thinking. We uniquely leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.    What you stand to Gain:  Work directly with CFOs, Treasurers, Heads of Investor Relations, and other capital markets executives from some of the largest companies in the world.   Build familiarity with assigned sectors and client business models to support effective day-to-day coverage and informed client discussions.   Develop a deep understanding of the ratings...

About the Role: Grade Level (for internal use): 11 The Team: The Account Management team sits within a high-growth, strategically critical segment for S&P Global Market Intelligence. We partner with leading hedge funds, private equity and venture capital firms, and private credit managers—some of the most sophisticated clients in the market. Our clients use a broad suite of Market Intelligence solutions. We primarily represent Data & Research and Risk & Valuation Services, and collaborate closely with our Enterprise Solutions teams to deliver comprehensive, multi-product strategies. This is a fast-paced, dynamic environment where intellectually curious, commercially driven individuals thrive. Responsibilities and Impact: The Account Manager role serves as the primary commercial lead for an assigned portfolio of clients. They are focused on driving net revenue growth by fostering strong client relationships and delivering comprehensive solutions...

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...

Location: 660 White Plains Road, Tarrytown New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 66 South Pearl Street, Albany New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment 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 client...

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...

About the Role: Grade Level (for internal use): 14 About the Role: Impact: Reporting to the Global Head of Ratings Strategy, the Senior Director of Strategy and Business Development will be responsible for leading strategy development, business development, and strategic alliances for the division. They will be responsible for leading key strategic initiatives, strategic advisory, and process improvement across the organization in close partnership with Commercial, Analytical, and Corporate Strategy. Responsibilities: Lead strategy development for the division, leveraging cross-functional teams of subject matter experts. In close partnership with S&P Global Ratings Strategy and SPGI strategy and corporate development leaders, work on strategic advisory projects focused on strategy development and execution, corporate development, and strategic partnerships (including market entry strategies, executive presentations, financial analysis, etc.) for 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): 14 About the Role: The Team:  S&P   Global's   Corporate Legal team   operates  as a strategic business partner across our diverse portfolio of market-leading businesses, providing   practical and digestible legal advice   that enables innovation while managing risk in complex global markets. Our legal professionals work in a highly collaborative, matrixed environment where cross-functional  partnership  and business acumen are as valued as legal  expertise . We pride ourselves on fostering a culture of excellence, integrity, and global mindset that supports the company's mission to provide essential intelligence for informed decision-making.   This role carries significant visibility with senior   leadership and   offers the opportunity to shape the company’s approach to some of the most consequential legal and regulatory issues of our time.     The  Role :  We are...

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): 09 The Team : The Analyst 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 Analyst, reporting to an 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. Contribute to 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 Provide input to the...

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...

Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Location: 1505 Rt 22 - Brewster, New York 10509 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....