accounting advisory senior associate Jobs in New York

accounting advisory senior associate

asset & wealth management, wealth product design, designer, vice president - new york Jobs in New York

asset & wealth management, wealth product design, designer, vice president - new york

attorney securities & regulatory advisory Jobs in New York

attorney securities & regulatory advisory

corporate controller

creator portfolio manager Jobs in New York

creator portfolio manager

director wealth private bank lead

Citi

<div><h2 class="jobSectionHeader"><b>Discover your future at Citi</b></h2>
<p>Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.</p>
<h2 class="jobSectionHeader"><b>Job Overview</b></h2>
<p>The role manages multiple teams through other managers. In-depth understanding of how own sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products and services, is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s). Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be doing involved or responsible for diverse (cross-discipline) activities. Typically, a direct report to a C16 role and function as an intergral member of the functional leadership team within a country/site location, job family, or line of business.<br>
<br>
<b>Responsibilities:</b></p><ul><li>
Supports the management and control data flows to and within Finance applications to ensure integrity and completeness of data, including by preparing and recording financial transactions for legal vehicle and regulatory reporting purposes, updating the general ledger, recording financial transactions, and preparing of consolidated financial statements, in accordance with management reporting requirements, for legal vehicle &amp; regulatory purposes. Also, includes specialized accounting, such as equity compensation, securitization, payroll and investment accounting.</li><li>
Directs and controls strategy and execution of the company&rsquo;s activities within a major Infrastructure area.</li><li>
Recommends objectives, policies, and plans for this area with the most senior executives of the company.</li><li>
Partners with the revenue areas to improve efficiency, effectiveness, productivity and / or control.</li><li>
Typically a key member of the company&rsquo;s management team who represents the company in dealings with clients and external bodies.</li><li>
Through management team, manages all staff within the relevant Infrastructure area.</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.</li></ul><p><b>
Qualifications:</b></p><p></p><ul><li>
15+ years of relevant experience</li><li>
CPA or equivalent preferred</li></ul><p><b>
Education:</b></p><ul><li>
Bachelor&rsquo;s/University degree, Master&rsquo;s degree preferred and managerial experience</li></ul><p></p><p>
The Wealth Private Bank Lead will be accountable for the accuracy and completeness of the Private Bank financial reporting globally. This role will be responsible for the accuracy and consistency of accounting, analysis and detailed understanding of the underlying transactions impacting the line of business, and ensuring effective controls and processes to support daily, monthly and quarterly results and attestations.</p><p></p><p>
This role will directly interface with the Private Bank LFO and the business to understand business drivers, review and challenge results, identify and remediate issues, and understand business transactions to ensure compliance with GAAP.</p><p></p><p>
This role will work closely with the Citigold Lead to ensure consistency across LOBs.</p><p>
-</p><p><b>
Job Family Group:
</b></p>Finance<p>
-</p><p><b>
Job Family:</b></p>
Financial Accounting<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Primary Location:</b></p>
New York New York United States<p>
-</p><p><b>
Primary Location Full Time Salary Range:</b></p>
$170 000,00 - $300 000,00<p><br>
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.</p><p>
-</p><p><b>
Most Relevant Skills
</b></p>Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><b>
Anticipated Posting Close Date:</b></p>
nov 21, 2025<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Director, Wealth Private Bank Lead

FlagStar Bank

<div><div>Position Title</div>
Social Media Marketing Manager<div></div><div>
Location</div>
New York, NY 10018<div></div><div>
Job Summary</div>
The Director-Social Media plays a vital role in managing and elevating the bank&rsquo;s social media presence across both internal (e.g., HR) and external (e.g., Consumer, Private Bank) audiences.<br>
<br>
This position exists to advance multi-channel campaigns and awareness initiatives that drive brand alignment, stakeholder engagement, and competitive visibility. By administering the enterprise platform (Sprinklr), contributing content, analyzing campaign performance, and providing strategic go-to-market recommendations, the coordinator helps deliver measurable business impact. Core to this role is content development, editorial oversight, calendar and budget management, and the ability to translate insights into actionable direction for the bank&rsquo;s social media strategy.<br>
<br>
Pay Range: 117,185 - $155,270 - $193,355<div></div>
Pay Range: Local Minimum Wage - $0.00 - $0.00<div></div><div>
Job Responsibilities:</div><ul><li>
Project management, calendar management, and pro-active lead player for posts that are in development, waiting on sign-off, edits, refinements.</li><li>
Managing the platform, updating Sprinklr, handling edits, post edits, reposts and technical issues based on the platform.</li><li>
Content creation, content editor &ndash; the former for basic holiday and general interest including topics like fraud management and quarterly corporate earnings or ad hoc corporate news and updates; the latter for working with marketing managers in the LOBs to finalize posts</li><li>
Best practices, competitive assessment &ndash; ongoing &ndash; of key competitors by LOB, e.g. Citizens Private Bank, Huntington, Gladstone Peapack; and ongoing dialogue to help ensure that FLG is working with the best ideas, best platform, best thinking.</li><li>
Analyzes and resolves problems pertaining to the Sprinklr platform.</li></ul><div></div><div>
JOB REQUIREMENTS</div><div></div><div>
Required Qualifications:</div><div>
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. Minimum experience required: 8+ Years Social Media Management (particularly LinkedIn). Strong writer with demonstrated interest in the banking industry. Work in a hybrid, remote environment requiring consistent online presence and pro-active engagement.</div><ul><li>
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state, and local laws and regulations.</li></ul><div></div><div>
ADDITIONAL ACCOUNTABILITIES</div><div>
Performs special projects, and additional duties and responsibilities as required.</div><div></div><div>
Preferred Qualifications:</div><ul><li>
Education level preferred: Undergraduate Degree (4 years or equivalent) or equivalent experience</li></ul><div></div><div>
Job Competencies:</div><ul><li>
Banking &ndash; basic understanding of consumer products, commercial and corporate lending, investment banking, wealth management.</li><li>
Strong writer with demonstrated experience developing content and finished copy/design in the financial industry.</li><li>
Demonstrated portfolio of use of behavioral, age, media consumption segmentation strategies</li><li>
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.</li><li>
Build trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.</li><li>
Physical demands (ADA): No unusual physical exertion is involved.</li></ul><div>
Flagstar is an Equal Opportunity Employer</div><div></div><div>
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: <div>Benefits | Flagstar Bank</div></div></div>

Social Media Marketing Manager

<div><h2 class="jobSectionHeader"><b>Discover your future at Citi</b></h2>
<p>Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.</p>
<h2 class="jobSectionHeader"><b>Job Overview</b></h2>
<p>The Research Analyst will be a member of the Global Alternatives research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth&rsquo;s client base. The position will involve the analysis, diligence, structuring, and syndication of evergreen fund opportunities to address the needs of our global wealth client base. The position will focus on evergreen (semi-liquid) investment strategies including tender offer funds, interval funds, non-traded/private BDCs, and private REITS.</p><p>
The position will lead the investment process from investment due diligence, structuring, legal negotiation, and ultimately obtaining any committee approvals. In addition, this role will be responsible for helping to educate Citi Wealth&rsquo;s global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi Wealth&rsquo;s global client base. The ideal candidate will have significant evergreen fund structure knowledge, distribution experience, experience with evergreen strategies, be comfortable working on multiple offerings at once, exemplary prioritization skills, an ability to navigate a global consumer client base, and strong presentation skills.</p><p>
Job Responsibilities</p><ul><li>
Lead the diligence, structuring, onboarding, and negotiation of evergreen product offerings for Citi Wealth clients.</li><li>
Lead and support the distribution efforts of private equity and real estate products for the Citi Wealth clients.</li><li>
Prepare and maintain relevant offering materials including marketing decks, fact cards, FAQs, etc. to assist in marketing efforts of newly launched investment offerings.</li><li>
Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings.</li><li>
Provide verbal and written updates to clients and respond to inquiries on investment offerings.</li><li>
Ongoing monitoring of existing evergreen product offerings including quarterly performance updates.</li><li>
Provide timely and frequent updates to global senior management.</li><li>
Understand and provide investment solutions to rapidly changing alternatives investment environment.</li></ul><p>
Qualifications and Skills</p><ul><li>
Location: New York, NY; Boston, MA</li><li>
BS/BA in finance, economics, accounting, mathematics, statistics, or related field required; master&rsquo;s degree preferred; CFA preferred.</li><li>
8-10 years relevant experience in real estate, private equity, or investment management.</li><li>
Prior experience with the onboarding and distribution of evergreen investment strategies.</li><li>
Superior written and verbal communication skills along with strong analytical and presentation skills.</li><li>
Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and deadlines.</li><li>
Must be able to work as an effective, collaborative team member in a global environment as well as independently lead tasks as necessary.</li><li>
Demonstrated problem solving ability and drive to leverage available resources to create solutions and suggestions for senior team members.</li><li>
Demonstrated expertise in Microsoft Excel (modeling), Microsoft Word (investment memos), and Microsoft PowerPoint (presentations).</li><li>
Securities Industry Essentials Exam (SIE), Series 7, Series 66 required</li></ul><p>
-</p><p><b>
Job Family Group:
</b></p>Private Client Product Services<p>
-</p><p><b>
Job Family:</b></p>
Investment Manager Research<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Primary Location:</b></p>
New York New York United States<p>
-</p><p><b>
Primary Location Full Time Salary Range:</b></p>
$192,000.00 - $288,000.00<p><br>
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.</p><p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><b>
Anticipated Posting Close Date:</b></p>
Oct 31, 2025<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Private Market Research Analyst (Evergreen) Citi Wealth

Citizens

<div>
 <strong>
  Description
  <br/>
  <br/>
 </strong>
 We&rsquo;re seeking a highly motivated and detail-oriented
 <strong>
  Real Time Social Creative Strategist
 </strong>
 to join our
 <strong>
  Enterprise Content and Social team
 </strong>
 , supporting the fast-paced creative needs of our
 <strong>
  Private Bank and Private Wealth
 </strong>
 business. This role will be responsible for partnering with the team to strategically create social and digital assets that will go live in real time. The role is ideal for a go-getter who thrives in a dynamic environment, can juggle multiple priorities, and is passionate about delivering high-quality, on-brand creative under tight deadlines.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Creative Design &amp; Execution
  </li>
  <ul>
   <li>
    Design and deliver quick-turn creative assets across digital and social platforms, templates, scalable formats, and internal communications.
   </li>
   <li>
    Ensure brand consistency while tailoring creative solutions to meet the specific needs of Private Bank and Private Wealth audiences.
   </li>
   <li>
    Collaborate with the in-house creative team to stay aligned on brand guidelines and contribute to ongoing design updates.
   </li>
  </ul>
  <li>
   Strategic &amp; Creative Thinking
  </li>
  <ul>
   <li>
    Apply a solution-oriented mindset to design challenges, offering strategic recommendations that enhance content effectiveness and visual impact.
   </li>
  </ul>
  <li>
   Collaboration &amp; Stakeholder Engagement
  </li>
  <ul>
   <li>
    Collaborate closely with content strategists, marketers, and business stakeholders to transform complex financial concepts into compelling visual stories.
   </li>
   <li>
    Build and maintain strong relationships with internal partners, serving as a trusted and proactive creative resource.
   </li>
  </ul>
  <li>
   Attention to Detail
  </li>
  <ul>
   <li>
    Manage multiple projects simultaneously, ensuring high-quality, on-time delivery in a fast-paced environment.
   </li>
   <li>
    Responsible for quality assurance and testing processes to ensure content is accurate and polished before publication.
   </li>
  </ul>
  <li>
   Industry Awareness &amp; Innovation
  </li>
  <ul>
   <li>
    Stay up to date on design trends, financial industry standards, and platform-specific best practices to continuously elevate creative output.
   </li>
   <li>
    Demonstrate a proactive approach by anticipating content needs and identifying opportunities for creative.
   </li>
  </ul>
  <li>
   Additional requests as assigned by manager.
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   5&ndash;7 years of experience in graphic design, preferably within financial services or a fast-paced corporate environment.
  </li>
  <li>
   Strong portfolio showcasing a range of digital, social, and presentation design work.
  </li>
  <li>
   Clear understanding of social media platforms and best practices
  </li>
  <li>
   Ability to create with a social / video first mindset
  </li>
  <li>
   Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign), Canva, etc.
  </li>
  <li>
   Exceptional attention to detail and organizational skills.
  </li>
  <li>
   Ability to work independently and collaboratively in a deadline-driven environment.
  </li>
  <li>
   Excellent communication and interpersonal skills.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Experience working with or supporting high-net-worth or financial services clients.
  </li>
  <li>
   Familiarity with motion graphics or video editing tools is a plus.
  </li>
  <li>
   Understanding of compliance and brand governance in a regulated industry.
  </li>
  <li>
   Hours per Week: 40
  </li>
  <li>
   Work Schedule: M-F 8-5 4 days in New York City office or Boston MA office 1 day work from home.
  </li>
  <li>
   up to 15% travel
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Pay Transparency
  <br/>
  <br/>
 </strong>
 The salary range for this position is $93,112 -$139,660 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
 <br/>
 <br/>
 We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens&rsquo; paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
 <br/>
 <br/>
 <em>
  Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
  <br/>
  <br/>
 </em>
 <strong>
  Equal Employment Opportunity
  <br/>
  <br/>
 </strong>
 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague&rsquo;s or a dependent&rsquo;s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
 <br/>
 <br/>
 <strong>
  Why Work for Us
  <br/>
  <br/>
 </strong>
 At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
 <br/>
 <br/>
 Posting End Date: 10/31/2025
 <br/>
 <br/>
</div>


Real Time Social Creative Designer

Lewis Search Group

Lawyers in the firms private clients practice appreciate our clients complex and highly personalized needs. We help our clients protect and administer family wealth and plan for the transmission of wealth to family members and charities. The firm prides itself on the ability to provide sophisticated but practical tax advice integrated into sensitive, confidential estate plans reflective of our clients family, charitable and business objectives.<BR><BR>Our practice includes:<BR> Estate and tax planning<BR> Administration of trusts and estates<BR> Family businesses<BR> Premarital and marital agreements<BR> Family law separation and divorce<BR> Family disputes<BR> Planning for retirement and disability<BR> Private investments<BR> Transactions involving residential real estate, art, boats and aircraft<BR> Family charities and charitable giving<BR>Responsibilities<BR>Preparation of probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests, preparation and filing of federal and state estate tax returns, preparation of informal estate and trust accountings, administration of ongoing trusts, including distribution requests, income tax payments, review of Form 1041s prepared by outside accountants, preparation of receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney.<BR>Qualifications<BR>Minimum of 2 yrs. estate administration experience including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate's Court related filings; and knowledge of estate and trust income taxation. Must have experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate's Court program and Excel. Bachelor's degree required. Knowledge of fiduciary accounting preferred.<img src="https://www.jobg8.com/Tracking.aspx?K8u%2f7NQsWgqTjBAOuNagkquLE10NEm23s" width="0" height="0" />

T&E Paralegal-Private Client Services

Franklin Templeton

<div><div>Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients&rsquo; portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.</div><div></div><div>
Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you&rsquo;ll get exposed to different cultures, people, and business development happening around the world.</div><div></div><div>
Senior Content Creator</div><div></div><div>
Fiduciary Trust International is seeking a Senior Content Creator to lead the creation of compelling content with a strong focus on wealth management sales and marketing content. You will be responsible for developing persuasive presentations, pitch decks and other client-facing collateral that clearly communicates value and drives business development. Acting as the editorial lead and writer for wealth planning, you will craft scripts for videos and webinars to educate, engage, and influence key audiences.<br>
<br>
The Senior Content Creator contributes to brand storytelling, website copy, and ad hoc writing projects, supporting marketing campaigns and client outreach.</div><div></div><div>
The ideal candidate is a strategic thinker and exceptional communicator who can collaborate with subject matter experts and creative teams to deliver content that advances both marketing and sales goals. A strong understanding of how to write sales-oriented copy, alongside expertise in SEO best practices, is essential.</div><div></div><div>
How You Will Add Value</div><div></div><div>
Thought Leadership &amp; Content Strategy:</div><ul><li>
Develop content ideas based on SEO results, website analytics and themes.</li><li>
Lead the editorial board for wealth planning content, overseeing topic selection, content pipeline, contributor coordination and alignment with business strategy.</li><li>
Create compelling thought leadership content in collaboration with internal experts&mdash;covering topics such as tax planning, estate strategies, financial planning, and wealth transfer.</li><li>
Write scripts for educational videos and webinars, ensuring the content is clear, compliant, engaging, and aligned with audience needs.</li><li>
Develop short and long-form content, blogs, articles, infographics, and other assets that establish our authority in wealth management and financial planning.</li><li>
Develop client testimonials for the website and pitch materials</li></ul><div></div><div>
Brand and Web Copywriting:</div><ul><li>
Write and edit brand-consistent messaging for webpages, digital experiences and marketing campaigns.</li><li>
Utilize language across content to maximize SEO results</li><li>
Craft content for homepage messaging, product/service pages, and campaign landing pages.</li><li>
Support executive communications with high-impact storytelling aligned to our brand.</li></ul><div></div><div>
Presentations:</div><ul><li>
Develop content and storylines for prospect and client presentations and slides</li><li>
Build out slide libraries for pitchbooks and educational presentations</li></ul><div></div><div>
Editorial Operations &amp; Content Management:</div><ul><li>
Lead the wealth planning editorial calendar and manage the production workflow from concept to publication.</li><li>
Coordinate reviews and approvals for all content assets, including video and webinar materials.</li><li>
Work closely with cross-functional teams to align content with marketing campaigns and client journey strategies.</li><li>
Track and report on content performance and engagement metrics; adjust strategies accordingly.</li></ul><div></div><div>
Ad Hoc and Cross-Functional Writing Support:</div><ul><li>
Deliver writing support for various initiatives including emails, brochures, client letters, internal communications, award submissions and scripts for speakers leading FTI-hosted events and sponsorships.</li><li>
Adapt messaging across channels, audiences, and formats as new business needs arise.</li><li>
Use AI tools for content drafting, repurposing and optimization where appropriate.</li></ul><div></div><div>
What Will Help You Be Successful in This Role</div><div></div><div>
Experience and Education:</div><ul><li><div>
BA in Communications, Journalism, Marketing or related field; MBA a plus</div></li><li>
10+ years of writing and content strategy experience within asset or wealth management required</li><li>
Expertise in developing thought leadership in financial planning and wealth advisory contexts</li><li>
Demonstrated experience writing scripts for videos, webinars, and other presentation-based formats</li><li>
Strong project management skills and ability to manage multiple priorities in a matrixed organization</li></ul><div></div><div>
Technical Skills:</div><ul><li><div>
Familiarity with AI content tools, SEO, and digital publishing best practices</div></li><li>
Proven success managing editorial boards or content calendars with cross-functional stakeholders</li><li>
Strong storytelling skills with a mastery of structure, tone and technical accuracy</li></ul><div></div><div>
Learn More: Click below links to learn more about Fiduciary Trust International &ndash;</div><ul><li><div>
Fiduciary Trust International</div> LinkedIn Company Page</li><li><div>
The Story of Fiduciary Trust International</div></li></ul><div></div><div><i>
Compensation</i><i>: Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental &amp; caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $150,000 - $165,000, depending on location and level of relevant experience, plus discretionary bonus.</i></div><div></div><div>
#LI-US</div><div>
#Hybrid</div><div></div><div><div><div><div>
Experience our welcoming culture and reach your professional and personal potential!</div><div><br>
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there&rsquo;s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.<br>
<br>
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life&rsquo;s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.</div><div></div><div><div>
Learn more about the wide range of benefits we offer at Franklin Templeton</div><br>
<ul><li>Most benefits vary by location. Ask your recruiter about benefits in your country.</li></ul></div><div></div><div>
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.</div><div></div><div>
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to <div>accommodations@franklintempleton.com</div>. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.</div></div></div></div></div>

Senior Content Creator - Wealth Management

NYU Stern Center for Sustainable Business

<p><b>The Stern CSB Mission and Team</b>: New York University&rsquo;s Stern Center for Sustainable Business (Stern CSB) aims to create a Better World Through Better Business.</p><p>Businesses operate in a constantly changing ecosystem that features fewer resources, a warmer climate, increased social inequity, as well as more engaged stakeholders and increased transparency. Business leaders must understand how these shifts impact their business and find innovative solutions to societal challenges while maintaining financial performance.</p><p>The NYU Stern Center for Sustainable Business (CSB) was founded on the principle that sustainable business is good business, and is proving the value of sustainability for business management and performance at a time when people and the planet need it most. At CSB, we aim to help future and current business leaders embrace proactive and innovative mainstreaming of sustainability, resulting in competitive advantage and resiliency for their companies as well as a positive impact for society.</p><p>CSB's research is anchored in understanding the value drivers underlying sustainability practices across industries, and we have turned that lens to private equity. Extensive interviews and consulting with GPs and LPs have informed the creation of frameworks and tools that help investors and portfolio companies identify material sustainability-related risk and opportunities, and develop strategies to create new enterprise value.</p><p><b>Your Contribution to the NYU Stern CSB</b>: In joining the NYU Stern CSB team as a Senior Research Scientist, you will be working directly with the Founding and current Directors of CSB as well as other research colleagues at CSB to lead our research into sustainability-linked value creation in private markets.</p><p><b>Responsibilities</b>:</p><ul><li>With support from the Founding Director, lead engagement and outreach with GPs to help them implement the CSB GP value driver tool and ROSI in their portfolios</li><li>Working with the ROSI team, develop additional tools and insights to help GPs and their portfolio companies generate sustainability-linked value creation</li><li>Explore opportunities for CSB to develop sustainability-linked value creation tools and case studies for private credit</li><li>With support from the Founding Director, lead engagement and outreach with LPs to help them implement the CSB LP value creation tool</li><li>Collaborate with LP and GP partner groups, as well as other stakeholders (e.g. PEZMET, ILPA, CERES, ADL and UNPRI) to drive uptake of our research</li><li>Lead thought leadership initiatives, such as organizing the annual private equity forum, and write articles and reports to disseminate research</li></ul><p><b>Benefits of Working with CSB</b>: As an employee of New York University and the Stern CSB, you will enjoy a competitive salary and generous benefits package that includes health care coverage, and 403b retirement savings. In addition, you will work with a collaborative team of sustainability professionals in an intellectually stimulating environment that offers ample opportunity for personal and professional growth.</p><p><b>Wage Transparency</b></p><p>In compliance with NYC&rsquo;s Pay Transparency Act, the annual base salary range for this position is $100,000-$250,000. New York University considers factors such as (but not limited to) the specific grant funding and the terms of the research grant when extending an offer.</p><p><b>Qualifications</b></p><p>Given the expectations described above, you should have 15+ years&rsquo; experience in finance. You should be an excellent communicator (verbally and in writing) and manage multiple on-going projects and priorities in a fast-paced work environment. You should also have a commitment to and passion for sustainable business and bring fresh ideas for research designed to drive and support change by practitioners.</p><p>Job Type: Full-time</p><p>Pay: $100,000.00 - $250,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in New York, NY 10012</p>

Senior Research Scientist - Private Markets

Explore 496+ Director wealth private bank lead in New York this November. Find roles across top companies and apply now to boost your career.