Top Tech Jobs & Startup Jobs in NYC, NY

Founding engineer responsible for building and scaling 0-to-1 AI-powered products for wealth management. Owns end-to-end user experiences, partners with clients and internal teams, establishes architecture and product strategy, and develops applied AI systems including agents, harnesses, models, workflows, memory, context, and evaluations.

Paid summer internship supporting outsourced CIO teams with client correspondence, reporting, month-end close, account reconciliations, accounts payable, audit support, cycle counts, meeting materials, and ad hoc projects. The role provides exposure to institutional investment services, wealth management, financial planning, and senior leadership. Candidates must be enrolled undergraduates studying finance, accounting, or a related field, maintain a minimum 3.2 GPA, and be proficient in Microsoft Office.

Paid full-time financial planning internship supporting the Chief Planning Officer and Central Solutions Strategy team. Responsibilities include business operations, special projects, financial planning and estate planning technology evaluation, client segmentation, benchmarking, KPI reporting, cash flow analyses, planning materials, presentations, and advisor support. The role provides mentorship and exposure to financial planning, client relationship management, and wealth management.

Paid summer internship supporting the Investment Office with asset-class research, investment data cleansing and consolidation, database and model maintenance, data visualization, AI tool development, written analysis, IPS preparation, client proposals, and investment manager meeting support. The intern will collaborate with portfolio management and senior investment leaders while gaining exposure to institutional multi-asset investing and financial technology solutions.

Supports the investment advisory firm's compliance program through regulatory monitoring, code of ethics oversight, filings, policy administration, risk assessments, forensic testing, due diligence, communications review, and examination readiness. The role evaluates compliance risks across products, marketing materials, transactions, and business initiatives; collaborates with legal, finance, operations, technology, and investment teams; and helps improve automated monitoring and reporting workflows.

Leads digital workplace enablement by creating training programs, documentation, videos, workflow playbooks, AI use cases, and self-service resources for Microsoft 365 and related platforms. Partners with Technology and business teams to translate technical capabilities into practical guidance, support platform rollouts, facilitate an AI champion network, conduct training, track adoption, and maintain current content as features evolve.

Supports the Chief Solutions Officer and Central Solutions team on firm-wide strategic initiatives, cross-functional projects, and investment and advisory solution development. Responsibilities include preparing reports and presentations, conducting research and analysis, managing trackers and dashboards, supporting business development, coordinating meetings, and documenting outcomes. The intern gains exposure to wealth management strategy, business intelligence, and client solutions while working with senior leadership.

Supports regional Business Development Officers by coordinating branch meetings, responding to initial inquiries, qualifying prospects, and maintaining sales pipeline momentum. Responsibilities include managing stale opportunities, organizing proposal materials, tracking client onboarding, maintaining CRM data integrity, and scheduling introductory meetings with financial consultants or prospective clients. The role also assists with compliance, reporting, and client-facing business development activities in a financial services environment.

Own integrated marketing strategy and execution across institutional and corporate practices. Develop multi-channel plans, campaigns, budgets, KPIs, dashboards, content, paid media, earned media, and partnerships to drive growth. Build trusted relationships with business stakeholders, manage concurrent workstreams, and lead a marketing team. The role requires deep institutional buyer expertise, especially with endowments, foundations, nonprofits, retirement plans, and venture capital programs, within financial or asset management services.