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Keywords: Wealth Client Specialist -NYC, Location: New York City, NY

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J.P. Morgan Wealth Management - Executive Director, Client Specialist

Job Category: Relationship Manager Job Description: The Client Specialist is a sophisticated wealth expert who... Specialist within J.P. Morgan Wealth Management, you will focus on addressing client's wealth considerations, collaborate...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 29 Oct 2025

Asset & Wealth Management, Private Wealth Management, Client Engagement Team, Events Lead, Vice President - New York

on the Client Engagement Team to support the Private Wealth Management business. This role will be highly collaborative... Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach...

Company: Goldman Sachs
Location: New York City, NY
Posted Date: 21 Nov 2025

Wealth Management, Private Bank, PLP Borrower Specialist, Analyst

Job Category: Capital Advisory Job Description: Wealth Management - Private Bank - PLP Borrower Specialist... and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 21 Nov 2025

Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director

. Job Summary As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will focus...Job Category: Client Advisory Job Description: Real Estate Americas is part of J.P. Morgan Private Markets in Asset...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 19 Nov 2025

J.P. Morgan Wealth Management - Vice President, Lending Specialist

Job Category: Client Advisory Job Description: The J.P. Morgan Wealth Management (USWM) business is focused... on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 16 Nov 2025

Director, Private Credit Product Specialist, Private Wealth Solutions

We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth... as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private...

Posted Date: 13 Nov 2025
Salary: $185000 - 200000 per year

Blackstone Private Wealth - Product Specialist, Associate

is available at . Follow @blackstone on , , and . Blackstone Private Wealth was established to answer the growing demand for Blackstone... products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms...

Company: Blackstone
Location: New York City, NY
Posted Date: 07 Nov 2025
Salary: $125000 - 175000 per year

Blackstone Private Wealth - Product Specialist, Vice President (Real Assets)

is available at . Follow @blackstone on , , and . Blackstone Private Wealth was established to answer the growing demand for Blackstone... products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms...

Company: Blackstone
Location: New York City, NY
Posted Date: 07 Nov 2025
Salary: $155000 - 200000 per year

Senior Specialist, Product Marketing - Wealth Benchmarks

member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading... product marketing initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings...

Company: S&P Global
Location: New York City, NY
Posted Date: 22 Nov 2025

Wealth CIO - Digital Assets Specialist - AVP

About the Digital Assets Group The Citi Wealth Digital Assets team serves as subject matter experts, driving the... strategic development and implementation of comprehensive digital asset initiatives for Citi Wealth clients. Our core mission...

Company: Citigroup
Location: New York City, NY
Posted Date: 26 Oct 2025

Wealth CIO - Digital Assets Specialist – SVP

to drive Citi Wealth’s global digital asset strategy. This role blends thought leadership, client engagement, and strategic...About the Digital Assets Group The Citi Wealth Digital Assets team serves as subject matter experts, driving the...

Company: Citigroup
Location: New York City, NY
Posted Date: 26 Oct 2025

Enterprise Account Executive - Wealth Management

Enterprise Account Executive Must have wealth management industry experience US Remote... transformation for wealth managers, banks, and investment firms worldwide helping manage over $6 trillion in assets. The cloud-based...

Posted Date: 16 Nov 2025
Salary: $160000 - 200000 per year

Wealth Management Operations Vendor Management- Director (AVP)

departments, and external contact points in Client or Market organizations Leading small and medium-scale projects within Wealth...We’re seeking someone to join our team as a Director on the Wealth Management Operations Vendor Management team...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 07 Nov 2025
Salary: $120000 - 173000 per year

Search Manager (Paid & Organic) - Global Integrated MediaAsset & Wealth Management

Integrated Media Team within Asset & Wealth Management, you will be part of a nimble global center of excellence directly... that are results-oriented, on-brand, engaging, and innovative. You possess diverse client management experience and have the ability...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 19 Oct 2025

Wealth Management Solutions Strategy, Associate

will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating... and managing investment and non-investment products, solutions, and services across wealth management. This includes areas...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 12 Oct 2025

Wealth Management, Fixed Income Product Sales, VP

Department Profile Morgan Stanley Wealth Management (MSWM), a global leader in wealth management, provides access... advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 03 Oct 2025
Salary: $110000 - 185000 per year

Private Wealth Relationship Manager

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management...

Company: Bank of America
Location: New York City, NY
Posted Date: 28 Aug 2025
Salary: $62000 - 100000 per year

Quantitative Equity Researcher – Client Engagement Specialist

, asset owners, and wealth managers - to design and develop innovative equity factor models that address real-world investment... decision-making and achieve measurable business outcomes. We work closely with product management and client coverage teams...

Posted Date: 30 Oct 2025

PWM Client Service and Operations Specialized Solutions Analyst

of PWM Client Service and Operations (CSO) Customized Solution Specialist includes conducting daily program-specific...PWM Client Service and Operations Specialized Solutions Analyst The PWM Client Service and Operations team (CSO...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 11 Oct 2025
Salary: $58000 - 115000 per year

Senior Sales Specialist - Sell Side (D&R)

to ensure an enhanced client experience through team selling Work closely with your business development/Product Specialist...Job Description: About the Role: Grade Level (for internal use): 11 About the Role: Senior Sales Specialist...

Company: S&P Global
Location: New York City, NY
Posted Date: 23 Nov 2025
Salary: $85773 - 119858 per year