2026 marketing leadership development program - full-time analyst opportunity Jobs in New York

2026 marketing leadership development program - full-time analyst opportunity

2026 marketing leadership development program - summer analyst opportunity Jobs in New York

2026 marketing leadership development program - summer analyst opportunity

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

brokerage operations analyst Jobs in New York

brokerage operations analyst

client services marketing analyst Jobs in New York

client services marketing analyst

j p morgan wealth management family wealth services program manager analyst

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><b><br>
J</b><b>ob Summary</b></p><p>
As the <b>Family Wealth Services Program Manager</b> within our Family Wealth Services team at JPMorgan Advisors, you will spend each day shaping and elevating our Family Lifestyle offering, while also providing critical support to the JPMA Cross Line of Business Partnership Group. Demonstrating strategic leadership and a commitment to best-in-class service, you will leverage your expertise in family wealth solutions to deliver tailored experiences for ultra-high-net-worth families.</p><p>
In this role, you will engage directly with both in-house and third-party lifestyle service providers across a curated range of categories&mdash;including cybersecurity, healthcare advisory, private aviation, education advisory, bill pay services, staffing, luxury travel, art and collectibles advisory, and more. You will collaborate closely with JPMA and CWM Financial Advisors, internal partner resources (such as Legal, Marketing, and Finance), and colleagues across other JPMC business lines to facilitate opportunities and drive cross-functional initiatives.</p><p>
If you are intellectually curious, motivated by complex challenges, and passionate about delivering innovative solutions that span organizational boundaries, you may be the perfect fit for our team. You will also have the opportunity to contribute to special projects and events, working alongside other members of the Family Wealth Services team to further enhance our client and internal offerings.</p><p><b>
Job Responsibilities:
</b></p><ul><li>Efficiently manage and prioritize a high volume of client inquiries for Family Lifestyle services</li><li>
Develop and maintain trackers used to report metrics on program activity and ensure responses are delivered in accordance with governing policies and procedures</li><li>
Coordinate and facilitate introductory calls between advisors, clients, and lifestyle providers and ensure follow-ups tasks are completed</li><li>
Develop and update internal reference material for advisors and client-facing content, including intranet content and newsletters</li><li>
Partner with regional JPMA and CWM teams to educate advisors on our lifestyle services
</li><li>Oversee tasks to ensure compliance with Legal, Risk, Compliance and Control (LRCC) requirements including maintaining updated policies and procedures</li><li>
Prepare supporting materials for audit requests
</li><li>Contribute to the development of client event strategies including content creation, event logistics, LRCC approvals, internal communications</li><li>
Act as the Family Lifestyle/Cross LOB Partnership team project manager, organizing meetings, setting agendas, taking meeting notes and managing project deliverables</li></ul><p><b>
Required Qualifications, Capabilities, Skills
</b></p><ul><li>Bachelor&rsquo;s degree
</li><li>3 years of relevant work experience post-graduation</li><li>
Superior multi-tasking and organizational skills</li><li>
Detail oriented and responsive</li><li>
Strong communication and relationship management skills
</li><li>Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)</li></ul><p><b>
Preferred Qualifications, Capabilities, Skills</b></p><ul><li>
Proven interest or experience in luxury brands, hospitality or concierge services aimed at ultra-high-net-worth clients</li><li>
Experience in event management</li><li>
Familiarity with wealth management or banking</li></ul><p><b>
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase &amp; Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).</b></p><p>
</p><p></p><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Family Wealth Services Program Manager - Analyst

<div><b>JOB DESCRIPTION</b><p><br>
The Creative team supports both global and regional marketing priorities, delivering brand and campaign design across institutional and B2B marketing segments. Our in-house agency-style creative team supports 1,000+ projects and pieces each year. The department's mission is to produce distinctive work that visually and linguistically communicate J.P. Morgan broad range of products and services</p><p>
As a Senior Brand &amp; Marketing designer within Asset Management, you will develop and execute content plans for inclusive, usable product experiences and play a pivotal role in shaping customer experiences through content. You will lead important initiatives and solutions to complex problems and collaborate with cross-functional teams. You will leverage your expertise in content design and content architecture, providing guidance and direction in the narrative structure of products and services.</p><p><b>
Job responsibilities:</b></p><ul><li>
Develop and implement content design strategies for multiple components of a product or a series of small products, ensuring alignment with business requirements and user experience goals.</li><li>
Facilitate end-to-end discovery workshops with designers to gain a better understanding of the underlying narrative and optimal content architecture required to make the product intuitive and highly usable.</li><li>
Use content models and taxonomies to design, structure, and organize digital content to effectively guide customers through the experience and simplify complex technical concepts.</li><li>
Collaborate with cross-product teams to develop consistent voice and narrative structures across products and services.</li><li>
Champion inclusive language for a diverse audience, ensuring seamless, positive interactions throughout the customer journey.</li></ul><p><b>
Required qualifications, capabilities, and skills:</b></p><ul><li>
5+ years of experience or equivalent expertise in content design, editing, writing, strategy, process, and architecture, focusing on digital products and platforms.</li><li>
Ability to design effective content architecture, organizing and structuring content for enhanced user experience and easy navigation within products or websites.</li><li>
Expertise in written and verbal storytelling, crafting clear, engaging content that effectively clarifies complex concepts for diverse audiences, adhering to industry standards and best practices.</li><li>
Extensive experience facilitating workshops for product and experience design, creating compelling content journeys.</li><li>
Advanced technical literacy and deep understanding of content platforms and their impact on user experience.</li><li>
A design portfolio is required for consideration</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Senior Brand & Marketing Designer- Asset Management

<div><b>JOB DESCRIPTION</b><p><br>
This is an exciting opportunity for a highly motivated, analytical, and innately curious individual with an entrepreneurial mindset to join our Americas team. Your projects will involve managing multi-million-dollar media campaigns, operational strategy, executive communications, and ad tech evolution, exercising your skills in search operational excellence and strategic storytelling.</p><p>
As a Search Manager on the Global Integrated Media Team within Asset &amp; Wealth Management, you will be part of a nimble global center of excellence directly responsible for shaping, driving, and delivering strategic media campaigns globally, reporting to our Head of Americas Integrated Media. You are skilled in executing complex search programs across paid and organic search in multiple markets that are results-oriented, on-brand, engaging, and innovative. You possess diverse client management experience and have the ability to execute across multiple workstreams.</p><p><b>
Job responsibilities:</b></p><ul><li>
Evaluate strategic market opportunities with local stakeholders to develop campaign search strategies.</li><li>
Execute search media plans and optimize results to improve KPIs and outputs in partnership with regional stakeholders, Business Intelligence, and Marketing Specialist areas.</li><li>
Manage the in-house channel team for execution of search campaigns.</li><li>
Partner with our Integrated Campaign Manager to integrate SEO/SEM strategies with other paid media channels.</li><li>
Own the reporting cadence and discipline for campaigns; measure performance based on the established measurement framework and provide optimization recommendations.</li><li>
Own search campaign results&mdash;analyze data and brainstorm with activation teams and publishers.</li><li>
Collaborate across functions, including regional marketing managers, stakeholders, and agency partners, to generate results through orchestrated execution and optimization of performance programs (strategy, ad copy, keyword strategy, trafficking, tagging, etc.).</li><li>
Manage and maintain relationships with external vendors and agencies.</li><li>
Stay current on industry trends to identify and execute a roadmap for the evolving paid search, SEO, and GEO landscape in partnership with the Head of Americas Integrated Media and Global Head of Search.</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
7+ years of SEO and paid search management and campaign experience.</li><li>
Experience designing and executing campaigns across paid search and SEO, including firsthand knowledge of media planning fundamentals (media math, budget management, bid strategies, forecasting, keyword development, and optimizations).</li><li>
Experience launching or managing third-party Paid Search campaigns, including SA360 and Bing.</li><li>
Daily account management and experience managing a Paid Search team.</li><li>
Experience launching and executing SEO/GEO strategies, including devising and implementing SEO/GEO content and site architecture strategies to grow market share.</li><li>
Ability to educate stakeholders on SEO/GEO best practices, providing advice, feedback, and support.</li><li>
Progressive marketing and performance analytics experience in B2B, technology, finance, or acquisition.</li><li>
Experience leveraging data visualization dashboards such as Qlik, Google Analytics, Adobe, and SEMRush.</li><li>
Knowledge of the MarTech landscape and proficiency with marketing tools/technologies such as CDPs/DMPs, MMM, MTA, and Brand Safety.</li><li>
Bachelor&rsquo;s degree in Marketing, MIS, BS, or equivalent experience.</li></ul><p><b>
Preferred qualifications, capabilities, and skills:</b></p><ul><li>
Experience with search media platforms (SA360, Bing, Google).</li><li>
In-platform campaign management experience.</li><li>
Experience in measurement using Qlik, Google Analytics, Adobe, SEMRush, and Brand Safety.</li><li>
Experience leveraging a CDP or DMP in media strategy.</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Search Manager-Global Integrated Media, Asset & Wealth Management

UCare Staffing, LLC

<strong>PLEASE NOTE: All interviews and applications are kept confidential.</strong> <BR> <BR> We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. <BR> <BR> As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. <BR> <BR> To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. <BR> In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. <BR> <BR> One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits. <BR> <br><em><strong>Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.</strong></em><br><br><strong>We are an equal opportunity employer. All applications will be kept confidential.</strong><br><br><p> </p><img src="https://www.jobg8.com/Tracking.aspx?Sjg9ltxO23%2fI0TCqydlEnt8PaU%2fFNhdKi" width="0" height="0" />

Senior Wealth Advisor

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

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 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>
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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>
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Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
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Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
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Anticipated Posting Close Date:</b></p>
Oct 31, 2025<p>
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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

Explore 903+ J p morgan wealth management family wealth services program manager analyst in New York this November. Find roles across top companies and apply now to boost your career.