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Keywords: Wealth Management Client Associate, Location: New York City, NY

Page: 5

Institutional Defined Contribution Marketing Strategy Associate

. Required Qualifications, Capabilities, and Skills: 3+years of marketing experience, in asset management, retirement, or institutional client..., including Disability/Veterans About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 10 Feb 2026

Portfolio Advisory Associate

advisory, and client-facing investment solutions. Actual openings may vary based on employer type (asset manager, wealth..., or wealth management (preferred but not required) Strong analytical skills with attention to detail Proficiency in Excel...

Company: Career Launch AI
Location: New York City, NY
Posted Date: 10 Feb 2026
Salary: $140000 - 185000 per year

Associate Director, Data Governance - DSO

content and technology for the financial industry. We are seeking an Associate Director of Data Governance who will lead the... data governance strategy for Data Solutions, focusing on practical process definition and hands-on management of metadata...

Company: FactSet
Location: New York City, NY
Posted Date: 10 Feb 2026
Salary: $147200 - 184000 per year

Japanese Business Network - Private Tax Senior Associate

, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow...Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level...

Company: PwC
Location: New York City, NY
Posted Date: 08 Feb 2026

Private Partnership Solutions (PPS) - Tax Senior Associate

Industry/Sector Not Applicable Specialism Management Level Senior Associate Job Description & Summary A career... issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies...

Company: PwC
Location: New York City, NY
Posted Date: 08 Feb 2026

Estate Planning Associate

Seeking a highly motivated and experienced Estate Planning Associate (3+ years) to join its Tax & Estates practice..., and generation-skipping transfer (GST) planning strategies and wealth transfer goals. Assist with estate and trust administration...

Company: GPAC
Location: New York City, NY
Posted Date: 08 Feb 2026
Salary: $160000 - 190000 per year

Estate Planning Associate

Seeking a highly motivated and experienced Estate Planning Associate (3+ years) to join its Tax & Estates practice..., and generation-skipping transfer (GST) planning strategies and wealth transfer goals. Assist with estate and trust administration...

Company: GPAC
Location: New York City, NY
Posted Date: 07 Feb 2026
Salary: $160000 - 190000 per year

Tax Senior Associate - Personal Financial Services

to help affluent individuals & private wealth management structures with a range of advisory needs. As a Senior Associate...Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level...

Company: PwC
Location: New York City, NY
Posted Date: 07 Feb 2026

Estate Planning Associate

Seeking a highly motivated and experienced Estate Planning Associate (3+ years) to join its Tax & Estates practice..., and generation-skipping transfer (GST) planning strategies and wealth transfer goals. Assist with estate and trust administration...

Company: GPAC
Location: New York City, NY
Posted Date: 07 Feb 2026
Salary: $160000 - 190000 per year

Associate, Trading

banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including... and services that help them generate alpha. What you’ll do in the role: Morgan Stanley & Co. LLC seeks an Associate, Trading...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 07 Feb 2026
Salary: $225000 per year

IB Associate - Technology

, financing and M&A transactions Excellent analytical, modeling, and client management skills Exercises good judgment... like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built...

Company: Stifel
Location: New York City, NY
Posted Date: 06 Feb 2026

Business Development Associate

like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built... here at Stifel, where success meets success. What You'll Be Doing The Business Development Associate is responsible for focusing...

Company: Stifel
Location: New York City, NY
Posted Date: 06 Feb 2026
Salary: $71300 per year

Associate Director

clients​ Oversee key strategic client projects.​ Apply your wealth of cost management experience to achieve all project...Overview: As an Associate Director Cost Management at Linesight, you will lead highly experienced, culturally diverse...

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

IED, ETF Quant Strategist Associate

banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 04 Feb 2026
Salary: $150000 - 200000 per year

Associate General Counsel

because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families... to join its team as Associate General Counsel. A new position, the Associate General Counsel will report to and work closely...

Company: Nylag
Location: New York City, NY
Posted Date: 04 Feb 2026
Salary: $155000 - 170000 per year

GA, Real Estate, Associate, NY

across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows... to ensure we and our clients benefit from the value of difference. Overview of Role This Associate level role...

Company: Rothschild & Co
Location: New York City, NY
Posted Date: 30 Jan 2026
Salary: $175000 - 225000 per year

IT Audit Experienced Associate, Technology Risk Assurance

required communications to the client Identifying issues and bringing them to the attention of the team and management where necessary...Job Category: Generalist Job Description: Job Summary: The Assurance Experienced Associate, Technology Risk...

Company: BDO
Location: New York City, NY
Posted Date: 30 Jan 2026
Salary: $70000 - 82000 per year

Platform Implementation Specialist - Associate

wealth manager and asset management integrations including but not limited to project management, client discovery, operating.... Qualifications 2-5+ years of experience in project management, client software implementations, operations or relationship...

Posted Date: 29 Jan 2026
Salary: $90000 - 110000 per year

IT Audit Experienced Associate, Technology Risk Assurance

required communications to the client Identifying issues and bringing them to the attention of the team and management where necessary...Job Category: Generalist Job Description: Job Summary: The Assurance Experienced Associate, Technology Risk...

Company: BDO
Location: New York City, NY
Posted Date: 29 Jan 2026
Salary: $70000 - 82000 per year

Associate Manager - Financial Services Strategy Consulting

at Sia, you lead critical workstreams on complex engagements across banking, capital markets, wealth and asset management.... Associate Managers are trusted contributors in client discussions and play a key role in shaping engagement direction, building...

Company: Sia
Location: New York City, NY
Posted Date: 29 Jan 2026
Salary: $135000 per year