vice president, technical program management, commercial, martech, and data

administrative assistant (health and welfare department) part time

administrative assistant - asset management

administrative assistant - wealth management

administrative assistant/scheduling coordinator - asset management firm (# 3515278)

vice president, technical program management, commercial, martech, and data Jobs in New York

administrative assistant (health and welfare department) part time Jobs in New York

administrative assistant - asset management Jobs in New York

administrative assistant - wealth management Jobs in New York

administrative assistant/scheduling coordinator - asset management firm (# 3515278) Jobs in New York

wealth management consultant

Logic, Inc.

<div><div>Mgmt Consulting Team Lead/Consultant | Mid-Level | Full time
</div><div>Job No. R00319568 | Multiple Locations</div></div>
 <div><div>No industry can escape digital's disruption, especially not Wealth Management. Today&rsquo;s clients expect a whole new kind of experience that&rsquo;s more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence&mdash;and many won&rsquo;t go at it alone.
That&rsquo;s where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading Wealth Management firms.
Accenture Consulting: Your Unique Place in our Global Collective
Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. We are an innovation led-company that works at the heart of our clients&rsquo; organizations so that no matter how complex the business challenge, we face the future with confidence.
If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. Join us to develop your ideas into provocative points of view and transformative insights that help shape industries. You&rsquo;ll work with an amazing and diverse mix of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together, you&rsquo;ll do so much more than consult.
Coming here means future-proofing your career and going as far as your ambition takes you. Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn&rsquo;t happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe we is greater than me and that diverse perspectives lead to the best solutions. Joining Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives. 
Key responsibilities of the Wealth Management Consultant may include:<ul><li>
Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.</li><li>
Understanding the strategic direction set by senior management as it relates to team goals</li><li>
Ability to manage dynamic technology consulting projects with heavy client engagement</li><li>
Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.</li><li>
Participating in workshops with key client stakeholders to document process/data flows and associated technology applications</li><li>
Maintaining an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace</li><li>
Consult and partner with our clients to help them develop high performance solutions to advance their industry position in investment banking</li><li>
Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives</li><li>
Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients</li><li>
Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.</li></ul></div></div>
 <div>Here's what you need:
<ul><li>
2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)</li><li>
Bachelor's degree</li></ul>

Bonus Points:
<ul><li>
Experience in Private Markets, Distribution and/or Wealth Technology &amp; Platform Strategy is preferred</li><li>
Capable of working independently with limited oversight</li><li>
Strong communication skills and attention to detail</li><li>
Previous management consulting and business analysis experience a plus</li><li>
Entrepreneurial, independent, and highly motivated individual</li><li>
CPA and/or MBA a plus**</li><li>
Demonstrated teamwork and collaboration in a professional setting; either military or civilian</li></ul> 


Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. 
We anticipate this job posting will be posted until 05/02/2026.

Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:

U.S. Employee Benefits | Accenture

Role Location Annual Salary Range

California $70,350 to $205,800

Cleveland $59,100 to $164,600

Colorado $63,800 to $177,800

District of Columbia $68,000 to $189,300

Illinois $59,100 to $177,800

Maryland $63,800 to $177,800

Massachusetts $63,800 to $189,300

Minnesota $63,800 to $177,800

New York $66,300 to $205,800

New Jersey $68,000 to $205,800

Washington $80,200 to $189,300</div>
 <div>New York City, NY
Albany, NY
Arlington, VA
Atlanta, GA
Austin, TX
Beaverton, OR
Bentonville, AR
Boston, MA
Carmel, IN
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Culver City, CA
Denver, CO
Des Moines, IA
Detroit, MI
Hartford, CT
Houston, TX
Irving, TX
Kirkland, WA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Morristown, NJ
Mountain View, CA
Nashville, TN
Oklahoma City, OK
Overland Park, KS
Philadelphia, PA
Pittsburgh, PA
Raleigh, NC
Redmond, WA
Sacramento, CA
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
St. Louis, MO
St. Petersburg, FL
Walnut Creek, CA</div>
 <div>Requesting an Accommodation

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter. 


Equal Employment Opportunity Statement

We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. 


Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.

Accenture is committed to providing veteran employment opportunities to our service men and women. 


Other Employment Statements

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. 
 
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please for additional important information.

Please read Accenture&rsquo;s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.</div>
 <div>We work with one shared purpose: to deliver on the promise of technology and human ingenuity. Every day, more than 775,000 of us help our stakeholders continuously reinvent. Together, we drive positive change and deliver value to our clients, partners, shareholders, communities, and each other.

We believe that delivering value requires innovation, and innovation thrives in an inclusive and diverse environment. We actively foster a workplace free from bias, where everyone feels a sense of belonging and is respected and empowered to do their best work.

At Accenture, we see well-being holistically, supporting our people&rsquo;s physical, mental, and financial health. We also provide opportunities to keep skills relevant through certifications, learning, and diverse work experiences. We&rsquo;re proud to be consistently recognized as one of the World&rsquo;s Best Workplaces&trade;.

Join Accenture to work at the heart of change. Visit us at www.accenture.com.</div>

Wealth Management Consultant

Equitable Advisors

Wealth Management AssociateEquitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.Role Highlights<ul><li>Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking</li><li>Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance</li><li>Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations</li><li>Location: In-office presence required</li><li>Work-Life Balance: Flexible schedule to maximize productivity and personal time</li></ul>Skills &amp; Experience<ul><li>Education: Bachelor's degree or equivalent skills and work experience</li><li>Licensing: State Life &amp; Health, SIE, Series 7, Series 66</li><li>Personal Attributes: values-driven with a track record of success and accomplishment</li><li>Communication Skills: excellent interpersonal and communication abilities with strong self-confidence</li><li>Mindset: entrepreneurial spirit with a desire to positively impact others' lives</li><li>Collaboration: ability to work with and learn from top performers</li><li>Work Authorization: must be authorized to work in the United States</li></ul>Training &amp; Development<ul><li>FINRA Sponsorship: provided for required FINRA licensing</li><li>Preliminary Employment Period (PEP): comprehensive 120-day hands-on training</li><li>Virtual University: access to Equitable Advisors' Virtual University for continuous learning</li><li>Mentorship: opportunities for joint work and mentorship</li><li>Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed</li><li>Leadership Development: access to Leadership Development School for those with management ambition</li><li>Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER&trade; (CFP&reg;), Chartered Financial Consultant (ChFC) and Equitable Advisors&rsquo; own Credentialed Holistic Financial Coach program</li></ul>Compensation &amp; Benefits<ul><li>Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.</li><li>Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $34,500 annually.</li><li>Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.</li><li>Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.</li></ul>Our Impact &amp; CultureEquitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like &quot;1,000 Hours of Giving Back,&quot; sponsored by our Women&rsquo;s Network, and &ldquo;Equitable Excellence,&rdquo; which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI &amp; TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)Job Type: Full-timePay: $35,500.00 - $125,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?</li></ul>Work Location: In person

Wealth Management Associate

Social Capital Resources

<div>
 
 
 Top-Tier Wealth Management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team!
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Lead the investment process for the team&rsquo;s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models, and tactical asset allocation recommendations.
 </li>
 <li>
 Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers, and articles
 </li>
 <li>
 Presenting regularly to existing clients and prospects
 </li>
 <li>
 Leveraging the views established by the firm&rsquo;s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele
 </li>
 <li>
 Driving process and provide investment expertise to build optimal portfolios
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Bachelor's Degree
 </li>
 <li>
 CFA is a plus
 </li>
 <li>
 Series 7 is a must
 </li>
 <li>
 10+ years of experience constructing portfolios on behalf of HNW clients or institutions
 </li>
 <li>
 Comprehensive understanding of asset allocation, portfolio construction and manager selection
 </li>
 <li>
 Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals
 </li>
 <li>
 Keen understanding of the global macro environment, the global economy, and other factors that impact the success of investment management strategies
 </li>
 <li>
 Superior analytical and problem-solving skills
 </li>
 <li>
 Effective verbal and written communication skills
 </li>
 </ul>
 
 
</div>

Investment Strategist (Wealth Management)

JPMorganChase

<div>JOB DESCRIPTION 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients&rsquo; estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. 
 
 
Job Responsibilities<ul>
<li>Serve as an advisor to clients on personal planning matters</li>
<li>Identify opportunities for the Bank to serve in a current or future fiduciary capacity</li>
<li>Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning</li>
<li>Assist Bankers and other team members in their new business efforts</li>
<li>Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team&rsquo;s strategy with respect to PA outreach</li>
<li>Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media</li>
Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers 
<li>
</li></ul>Required Qualifications, Capabilities, and Skills<ul>
<li>Five plus years of complex estate and wealth planning experience</li>
<li>Professional designations required: JD</li>
<li>Recognized expertise in managing the estate planning needs of high-net-worth individuals</li>
<li>Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals</li>
<li>Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations</li>
<li>Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations</li>
<li>Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement</li></ul>
Preferred Qualifications, Capabilities, and Skills<ul>
<li>CPA designation</li>
<li>Ability to partner with clients&rsquo; other advisors (principally their attorneys and accountants)</li>
<li>Demonstrated understanding of other wealth management disciplines, including investing and credit</li>
<li>Ability to work in a team-based environment</li></ul>
ABOUT US 
<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><div>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.
<div>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.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
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>

U.S. Private Bank - Wealth Advisor - Executive Director

Masterworks

<div><h2 class="jobSectionHeader">About Masterworks</h2>
Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market.
Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District.
<h2 class="jobSectionHeader">Why Masterworks?</h2>
If you answered &quot;Yes&quot; to any of the below, we'd love to hear from you!
<ul><li>Are you passionate about democratizing alternative investments?</li><li>
Are you interested in working for a disruptive start-up, focused on a new asset class?</li><li>
Do you enjoy meaningful work that has a noticeable impact on business performance?</li></ul>
<h2 class="jobSectionHeader">Position Overview</h2>
As a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team &mdash; bringing deep financial expertise and a proven track record of client relationship management, and play a pivotal role in growing our investor community &mdash; whether guiding prospective investors through their first art investment or nurturing relationships with our established member base.
You will be matched to one of two senior advisory tracks based on mutual fit identified during the interview process:
<ul><li>New Investor Onboarding (Senior): Lead complex onboarding engagements with high-net-worth and sophisticated prospective clients. Set the standard for advisory quality, providing investment recommendations on fine art and other real or digital assets (gold, Bitcoin, etc.) .</li><li>
Existing Investor Growth (Senior): Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings. Maximize investor lifetime value and wallet share.</li></ul>
In either track, you will combine expertise in financial markets, portfolio construction, and macroeconomics with refined relationship skills to deliver an exceptional investor experience. Comprehensive training on the art market, art as an asset class, and Masterworks offerings is provided.
<h2 class="jobSectionHeader">Responsibilities</h2>
<ul><li>Serve as a senior adviser to prospective or existing investors, delivering highly consultative guidance on blue-chip art as an alternative asset and other real or digital assets (gold, Bitcoin, etc.)</li><li>
Lead portfolio reviews, present new artwork investment opportunities, and drive investment decisions with confidence and credibility</li><li>
Strategically re-engage high-value inactive or lapsed investors and convert them back into active platform members (existing investor track)</li><li>
Cultivate and grow deep, long-term relationships with a sophisticated investor base to maximize investment activity and lifetime value</li><li>
Leverage CRM tools and data dashboards to optimize pipeline management, outreach strategy, and performance metrics</li><li>
Ideate, design, and test advanced strategies to identify new growth vectors and consistently exceed KPIs</li><li>
Collaborate cross-functionally with Product, Marketing, and FinOps to drive specific business objectives</li></ul>
<h2 class="jobSectionHeader">Team Overview</h2>
<ul><li>Masterworks Advisers is a team of ~15 advisers and growing, with Senior Advisers playing a leadership role within the group</li><li>
Advisers come from diverse professional backgrounds; Senior Advisers are expected to model excellence and raise the bar for the team</li><li>
Track placement (new investor onboarding vs. existing investor growth) is determined collaboratively during the interview process</li></ul>
<h2 class="jobSectionHeader">Requirements &amp; Preferred Skills</h2>
<ul><li>5+ years of experience in investment advising, financial advising, or a similar client-facing role</li><li>
Demonstrated track record of managing high-value client relationships and achieving strong revenue or growth outcomes</li><li>
Ability to communicate with sophistication, authority, and professionalism with high-profile and high-net-worth investors (verbal and written)</li><li>
Deep interest in alternative assets, financial markets, and macroeconomics</li><li>
Excellent organizational, problem-solving, relationship-building, and time management skills</li><li>
Series 65 license from FINRA (required)</li><li>
Highly results-driven with a competitive, ownership-oriented mentality</li><li>
Proven ability to lead and perform in a fast-paced, high-volume environment</li><li>
Proficiency with CRM tools strongly preferred (e.g., HubSpot)</li><li>
Passion for the &quot;business of art&quot; is a plus &mdash; no prior art knowledge required</li></ul>
<h2 class="jobSectionHeader">Compensation &amp; Benefits</h2>
Compensation range: $150,000 &ndash; $200,000
Benefits include: Daily catered lunches &middot; Free admission to art museums and galleries &middot; Health, dental, and vision coverage with FSA options &middot; Paid Parental Leave &middot; PTO and 401k &middot; Discounted Equinox membership &middot; Happy hours, company outings, social clubs, and more</div>

Senior Wealth Advisor

<div><div><div><div>United States - New York</div>
</div><div><div>Information Technology (IT)
</div></div><div><div>Group Functions
</div></div><div>Job Reference #
<div>335913BR</div>
</div><div>City
<div>New York</div>
</div><div>Job Type
<div>Full Time
</div></div><div>Your role
<div>UBS Business Solutions US LLC is seeking an Associate Director, Tech Support Specialist in New York, NY. 
 
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions? 
 
We&rsquo;re looking for an Associate Director, Tech Support Specialist to: 
 
<ul><li>Ensure workflows, processes, tooling and applications are of the highest quality standard.
</li><li>Debug and define workarounds for known errors to initiate process improvements. Support FX trading/risk application.
</li><li>Develop enhancements to improve applications performance, redundancy and supportability. Contribute to the functional management of existing and new IT products and services.
</li><li>Support for infrastructure maintenance. Support the service and product manager across several technical domains.
</li><li>Solve complex technical and business issues.</li></ul> 
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 002431. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI 
 
Salary &amp; Work Schedule: $140,000 to $160,000 Per Year, 40 hrs/wk. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
 
 
This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210. 
 
</div></div><div>Your Career Comeback
<div>We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.</div>
</div><div>Your team
<div>Diversity helps us grow, together. That&rsquo;s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients. 
 
You&rsquo;ll be working in the Tech Support Specialist team in New York, NY.</div>
</div><div>Your expertise
<div>Education &amp; Experience Requirement 
<ul><li>This position requires a Master's degree or foreign equivalent in Enterprise Risk Management, Finance, or related field of study plus one (1) year of experience in the job offered or as a Senior Risk Consultant, Graduate Teaching Consultant, Capstone Course Project Leader, Risk Analyst Assistant or related occupation.</li></ul> 
Alternate Education &amp; Experience Requirement 
<ul><li>The employer will alternatively accept a Bachelor's degree or foreign equivalent in Enterprise Risk Management, Finance, or related field of study plus three (3) years of experience in the job offered or as a Senior Risk Consultant, Graduate Teaching Consultant, Capstone Course Project Leader, Risk Analyst Assistant or related occupation in lieu of a Master's degree and one (1) years of experience.</li></ul> 
Position requires experience with the following: 
<ul><li>Linux; SQL; Sybase; Programming language R or Python; MQ</li><li>Tableau</li><li>Tibco EMS</li><li>cloud technologies</li><li>Foreign Exchange products and risk assessment; developing risk mitigation strategies</li><li>Experience may be gained through graduate-level coursework, research, or working experience</li></ul></div>
</div><div>About us
<div>UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. 
We know that great work is never done alone. That&rsquo;s why we place collaboration at the heart of everything we do. Because together, we&rsquo;re more than ourselves. Want to find out more? Visit ubs.com/careers.</div>
</div><div>Salary information
<div>The expected salary range for this role is $140,000 to $160,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see &laquo;Your role&raquo; section for detailed salary information.</div>
</div><div>Join us
<div>At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves. 
We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</div>
</div><div>Disclaimer / Policy statements
<div>UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.</div></div></div></div><div></div>

Associate Director, Tech Support Specialist

Lenox Advisors

<div>
 
 PORTF014590_4
 
 
 
 Who We Are
 
 
 
 Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
 
 
 
 
 
 
 Job Summary
 
 
 
 The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client&rsquo;s current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. One of the main purposes of this role is to give Asset Managers and Advisors (Relationship Managers) valuable analysis and insights into prospects and existing client portfolios in order to assist in pitches and reviews via our portfolio analysis and planning software. The analyst therefore plays a valuable role in indirectly gathering assets and maintaining healthy client relationships. They provide value to the client through their work in establishing appropriate asset allocations and identifying weaknesses and or strengths in their investment portfolios (whether they are invested with us or not). In addition, the Portfolio Analyst is the main point of contact for operationalizing our analysis and due diligence software while providing secondary coverage to managed and brokerage portfolio trades. This role requires keen attention to detail and must be comfortable speaking to internal and external clients. In this capacity, the analyst is responsible for trade execution and trade strategy. The role also requires maintaining and updating software and programs used by the asset management team.
 
 
 
 
 
 Must live near one of the following Lenox offices:
 
 
 
 
 
 Pleasant Hill, CA
 
 
 Los Angeles, CA
 
 
 Stamford, CT
 
 
 Chicago, IL
 
 
 New York, NY
 
 
 Springfield, MA
 
 
 Hunt Valley, MD
 
 
 
 
 
 
 Job Accountabilities
 
 
 <ul>
 <li>
 Participating member of the firm&rsquo;s Investment Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Annuity Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Complex Product Committee
 </li>
 <li>
 Contributing member of large (up to 150 participants) market update and training calls
 </li>
 <li>
 Analyzes performance, style, and risk measures for investment portfolios.
 </li>
 <li>
 Reviews client&rsquo;s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations.
 </li>
 <li>
 Recommends manager selections within managed accounts and variable annuities
 </li>
 <li>
 Evaluates client&rsquo;s outside accounts to make proper asset allocation recommendations
 </li>
 <li>
 Uses software tools to analyze clients&rsquo; outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
 </li>
 <li>
 Fidelity Institutional Trading platforms (Wealthscape). Security, Debt &amp; Fund order entry
 </li>
 <li>
 Create &ldquo;portfolio observations&rdquo; for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
 </li>
 <li>
 Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client&rsquo;s needs and documents all due diligence conversations of the IC
 </li>
 <li>
 Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
 </li>
 <li>
 Provides analysis of new and existing vendors and reviews possible software and technology enhancements
 </li>
 <li>
 Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
 </li>
 <li>
 Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
 </li>
 <li>
 Act as one of the firm&rsquo;s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
 </li>
 <li>
 Maintain and update strategic model portfolios in Right Capital, rooted in firm&rsquo;s capital market assumptions
 </li>
 <li>
 Provide ongoing support to newly developed investment and variable annuity solutions.
 </li>
 </ul>
 
 
 
 
 
 Job Competencies
 
 
 
 Required Knowledge
 
 <ul>
 <li>
 Experienced with broad asset class categories such as equity, fixed income and alternative investments
 </li>
 <li>
 Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
 </li>
 <li>
 Knowledge of applicable industry regulation and practices and competitors
 </li>
 <li>
 Writing and delivering attribution analyses
 </li>
 <li>
 Ability to converse directly on capital markets and economic fundamentals
 </li>
 <li>
 Experienced with due diligence reviews of money manager solutions
 </li>
 <li>
 Variable annuity solutions and optional riders
 </li>
 </ul>
 
 
 
 
 
 Required Skills/Abilities
 
 
 <ul>
 <li>
 Advanced time management skills
 </li>
 <li>
 Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
 </li>
 <li>
 Able to think strategically and ask probing questions with confidence
 </li>
 <li>
 Excellent listening, communication and presentation skills
 </li>
 <li>
 Documentation skills and note taking acumen
 </li>
 <li>
 Willingness to be mentored by multiple parties in leadership and client portfolio management
 </li>
 <li>
 Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
 </li>
 <li>
 Recommend improvements to systems that drive operational efficiencies
 </li>
 </ul>
 
 
 
 
 Required Behaviors/Attitudes
 
 <ul>
 <li>
 Possess an intellectual curiosity about the capital markets and economy
 </li>
 <li>
 Fosters atmosphere of learning
 </li>
 <li>
 Possess an intellectual curiosity about the business
 </li>
 <li>
 High degree of organizational skills
 </li>
 <li>
 Understanding dependencies and project sequencing
 </li>
 <li>
 Results, delivery oriented
 </li>
 <li>
 Possesses a guardian instinct; protect the firm
 </li>
 <li>
 Communication is crisp, flat and often
 </li>
 <li>
 Team oriented; Demonstrates a service attitude
 </li>
 <li>
 Collaborative work style and commitment to get the job done
 </li>
 <li>
 Maintaining positive working environment
 </li>
 <li>
 Proactive; Self-Starter
 </li>
 <li>
 Demonstrates a service attitude
 </li>
 <li>
 Strives for Operational excellence
 </li>
 <li>
 Drive mindset that change is our competitive advantage
 </li>
 </ul>
 
 
 
 
 
 Education/Experience/License Requirements:
 
 
 <ul>
 <li>
 4-year college degree
 </li>
 <li>
 5 years of broad financial services background or general portfolio management experience
 </li>
 <li>
 Client facing communication a plus
 </li>
 <li>
 Series 7 required
 </li>
 <li>
 Series 66 preferred (will need to obtain)
 </li>
 <li>
 Life &amp; Health
 </li>
 <li>
 CFA, CFP or CIMA a plus
 </li>
 </ul>
 
 
 
 
 
 What We Offer:
 
 
 
 We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
 
 
 The base salary range for this position is $85,000.00 &ndash; $117,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 
 
 
 
 
 
 NFP and You... Better Together!
 
 
 
 
 NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
 
 
 
 
</div>

Portfolio Analyst

Explore 1551+ Wealth management consultant in New York this March. Find roles across top companies and apply now to boost your career.