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Keywords: Financial Advisor/Client Portfolio Manager, Location: New York City, NY

Page: 2

US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager

a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm... with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused...

Company: EY
Location: New York City, NY
Posted Date: 10 Jan 2026

Financial Services Tech Consulting Senior Manager - Asset Management - Aladdin

working as an advisor to a financial services company Experience working in a Hedge Fund, Wealth/Asset Management company... wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial...

Company: EY
Location: New York City, NY
Posted Date: 10 Jan 2026

Financial Services - Capital Markets - Digital Assets - Senior Manager

of relevant experience working at a financial services company or comparable experience working as an advisor to a financial... at a financial services company or comparable experience working as an advisor to a financial services organization. A minimum of 2...

Company: EY
Location: New York City, NY
Posted Date: 07 Jan 2026

Financial Services - Capital Markets - Digital Assets - Manager

of relevant experience working at a financial services company or comparable experience working as an advisor to a financial... at a financial services company or comparable experience working as an advisor to a financial services organization. · A minimum...

Company: EY
Location: New York City, NY
Posted Date: 07 Jan 2026

Client Relationship Analyst

to a Portfolio Manager or team of Portfolio Managers. The CRA will assist with the Portfolio Management team's service delivery... processes and solving client and advisor issues as it relates to operational and logistical inquires. They will act...

Posted Date: 30 Jan 2026
Salary: $78970 - 126140 per year

Financial Services Tech Consulting Senior - WAM - Charles River

company or comparable experience working as an advisor to a financial services company Experience working in a Hedge Fund... wherever you want it to go. Join EY and help to build a better working world. Financial Services Technology Consulting...

Company: EY
Location: New York City, NY
Posted Date: 24 Jan 2026

Senior Financial Analyst - Attorney Credits & Research

of Latham’s Financial Analysis team. This role will be responsible for researching and analyzing client data using external... O credit submissions by investigating client financial history and lawyer statuses to determine and justify relevance...

Company: Latham & Watkins
Location: New York City, NY
Posted Date: 17 Jan 2026

Business Relationship Manager Senior Not-for-Profit - Vice President

for the client who has multiple products and services Serve as a trusted advisor to the client in delivering comprehensive...If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients...

Company: JPMorgan Chase
Location: Brooklyn, NY
Posted Date: 21 Feb 2026
Salary: $118750 - 182000 per year

J.P. Morgan Wealth Management - Vice President Supervisory Manager - New York, NY

at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.... As a Supervisory Manager in J.P. Morgan Advisors, you will exhibit leadership and operational expertise when performing designated...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 21 Feb 2026

Wealth Relationship Manager - New York Hub (Multilingual Skills Required)

holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client... opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small...

Company: Citigroup
Location: New York City, NY
Posted Date: 21 Feb 2026
Salary: $88400 - 132600 per year

Sr. Relationship Manager, Commercial

and Financial Advisor to clients with complex needs, introducing a full range of core banking products, differentiated capabilities...'s profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner...

Company: KeyBank
Location: New York City, NY
Posted Date: 19 Feb 2026

Asset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New York

across various teams that touch the client experience, including portfolio management teams, client portfolio management teams, sales...; Stay up to date on day-to-day processes across various teams that touch the client experience, including portfolio...

Company: Goldman Sachs
Location: New York City, NY
Posted Date: 14 Feb 2026
Salary: $90000 - 125000 per year

Manager, Human Resources Business Partner

Resources Business Partner, you will act as a trusted advisor to your client groups, aligning people strategies with business... where you'll shape culture, elevate performance, and partner directly with business leaders to drive results. As Manager, Human...

Company: Hearst
Location: New York City, NY
Posted Date: 14 Feb 2026
Salary: $95000 - 105000 per year

Senior Relationship Manager - Wealth Management / Family Office

of investable assets. This role includes a business development component in addition to exceptional client service and portfolio... career. Brown Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team...

Posted Date: 14 Feb 2026

Citi Wealth - Wealth Relationship Manager - Rego Park

Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client...: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Rego Park...

Company: Citigroup
Posted Date: 13 Feb 2026
Salary: $88400 - 132600 per year

J.P. Morgan Wealth Management - Vice President - Supervisory Manager - New York, NY

at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.... As a Supervisory Manager in J.P. Morgan Advisors, you will exhibit leadership and operational expertise when performing designated...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 12 Feb 2026

Vice President - Global Relationship Manager

as a trusted advisor with CXO, Business and Functional leaders by developing a nuanced understanding of client’s strategic goals... sphere of influence in existing and new buying centers. Work upon keeping the client as “Trusted Advisor” in Client...

Company: Genpact
Location: New York City, NY
Posted Date: 11 Feb 2026
Salary: $160000 - 200000 per year

Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group

as a Relationship Manager Responsibilities: Manages an extensive portfolio of complex clients and prospects with annual revenues...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through...

Company: Bank of America
Location: New York City, NY
Posted Date: 07 Feb 2026

Senior Audit Manager - Technology - U.S. Corporate Functions

, complexity or scope People Manager role that generally manages a team of Audit professionals / specialists Strategic advisor... to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge...

Company: TD Bank
Location: New York City, NY
Posted Date: 06 Feb 2026
Salary: $193550 per year

Indirect Tax--Sales & Use--Senior Manager

. As a Sales and Use Tax Senior Manager, we will look to you to lead engagements on a wide range of tax areas and processes... average day for a Sales and Use Tax Senior Manager - so you're likely to spend your time on a diverse array of projects...

Company: EY
Location: New York City, NY
Posted Date: 05 Feb 2026