Top Tech Jobs & Startup Jobs in NYC, NY

Build and manage a portable book of high-net-worth and ultra-high-net-worth clients. Develop client, prospect, and referral-source relationships; provide investment results, holistic wealth planning, and exceptional service; and grow business through presentations, networking, and sales. Collaborate with specialists in taxation, estate planning, philanthropy, asset allocation, and investment management to deliver customized wealth solutions.

Build and maintain relationships with financial advisors, conduct complex sales calls, promote investment products, generate leads, and support territory sales plans. The role partners with external wholesalers, manages Salesforce records and pipelines, analyzes territory intelligence, collaborates on campaigns, and stays current on investment markets, competitors, and regulations.

Lead and scale enterprise IAM operations and governance, ensuring identity lifecycle, provisioning, certifications, entitlement accuracy, and privileged access oversight. Drive IAM as Tier 0 services with high availability, automation, and AI/ML-enabled risk detection. Partner with Risk, Audit, HR, and engineering to align controls, remediate findings, and deliver KPIs while building a high-performing IAM leadership team.

Partners with Investment Resources Relationship Managers to grow sales within strategic intermediary firms. Builds and maintains relationships with home-office research groups, develops business plans, identifies opportunities, recommends investment strategies, delivers client resources, and represents firm priorities internally. Meets clients and prospects virtually and in person, with travel up to 25%. Analyzes investment results, industry trends, and business models to develop persuasive sales and marketing ideas.

Manages strategic relationships with financial intermediary firms across wealth and retirement products. Partners with account teams to develop business plans, identify client solutions, promote internal initiatives, deliver workshops and training, and provide service and education. Requires strong communication, business development, sales support, organization, compliance knowledge, and frequent stakeholder engagement. Travel may reach 25%.

Conduct bottom-up fundamental equity research and financial analysis to support investment decisions. Responsibilities include researching companies and industries, building financial models, monitoring holdings, developing investment ideas, preparing reports and visualizations, and meeting with company management, sell-side firms, and industry experts. The role supports investment professionals, contributes to the investment process, and grows in complexity with mentorship.

Own the vision, strategy, roadmap, architecture, and delivery of a shared AI enablement platform and AI seller-assist products. Define reusable AI services, governed data and content capabilities, orchestration, retrieval, guardrails, evaluation, and builder tools. Lead discovery, prioritization, launch readiness, adoption, monitoring, and performance measurement while aligning business, product, engineering, data science, legal, risk, and compliance stakeholders across the organization.

Designs, integrates, operates, and continuously improves enterprise security platforms. Responsibilities include security monitoring, incident management, platform integrations, automation, log onboarding, alert correlation, detection tuning, SLA adherence, capacity planning, 24x7 support, and creation of security metrics, dashboards, and executive reports. Partners with cybersecurity, infrastructure, application, and engineering teams to improve security visibility, operational resilience, and the organization’s security posture.

Leads cybersecurity strategy and risk posture for the North America Client Group. Oversees cybersecurity uplift programs, coordinates incident management, strengthens security practices, and serves as the liaison between Global Information Security and business stakeholders. The role develops risk-aware solutions, implements privacy and data protection controls, and aligns security priorities with organizational objectives while influencing stakeholders across the company.

Supports Capital Group’s Executive Office and Management Committee members across enterprise priorities. Responsibilities include developing executive presentations and briefing memos, shaping strategic roadmaps, tracking success measures, coordinating strategic initiative timelines, preparing meetings, managing follow-ups, improving processes, and using technology to automate workflows. The role requires strong financial-services knowledge, market writing expertise, discretion with sensitive information, analytical ability, and effective collaboration with global stakeholders.