Top Tech Jobs & Startup Jobs in NYC, NY

Support regional consultants and financial advisors to grow and service relationships across broker-dealer, RIA, bank trust, and multifamily office channels. Drive territory sales, resolve account issues, respond to product and performance inquiries, record activities in Salesforce CRM, and cultivate key "Silver Segment" advisors. Use data to identify opportunities and educate advisors on investment solutions and new products.

Act as the CRM liaison to Sales and Distribution, gathering requirements, managing support cases, documenting processes, maintaining the Salesforce backlog and roadmap, delivering training, performing light Salesforce administration (reports, dashboards, list views), and applying generative AI to improve support and documentation.

Conduct quantitative and qualitative investment research across asset classes and closed-end funds. Perform statistical analysis, forecasting, regression, back-testing, and portfolio idea development. Maintain analytical dashboards, identify market themes, monitor risks and opportunities, and communicate findings to portfolio managers. The role requires advanced econometrics, investment research experience, and collaboration within a hybrid New York City-based team.

Leads Cohen & Steers’ global institutional marketing strategy, partnering with Sales and business leaders to understand complex institutional audiences, develop integrated B2B and account-based programs, guide events and regional activation, and measure engagement, opportunities, retention, expansion, and marketing ROI. The role influences cross-functional teams across Marketing, Investments, Product, Data, Operations, and Compliance in a regulated investment-management environment.

Leads global wealth marketing strategy and execution for an investment manager, partnering with Sales and business leaders to drive audience growth, product adoption, client retention, and expansion. Oversees segmentation, demand generation, CRM, marketing automation, personalization, testing, analytics, campaigns, budgets, agencies, compliance, and scorecards. Develops marketing staff and coordinates shared resources across Marketing, Product, Investments, Data, Operations, and Compliance. The role is based in New York with four required in-office days weekly.

Leads the CRM and distribution technology platform strategy, including Salesforce administration, roadmap development, data quality, analytics, process improvements, and user adoption. Partners with Sales, Marketing, Technology, Finance, and other teams to translate business needs into platform solutions. Oversees architecture, requirements, backlogs, sprint planning, documentation, reporting, and delivery of system enhancements. Manages a CRM Associate and supports sales productivity, marketing engagement, training, and cross-functional stakeholder communication.

Provide application support for trading and non-trading systems, resolve application errors and data issues, assist with testing, data migration and deployments, document processes and bugs, automate jobs via scripts and stored procedures, and communicate status to users and management.

Develop and manage strategic relationships with national broker-dealer and investment advisor clients. Drive distribution strategy, direct sales, platform placements, research recommendations, model allocations, asset growth, and retention. Prepare client materials, support due diligence and account management, negotiate contracts, coordinate internal teams, and expand firm visibility through data-informed and digital marketing initiatives. The role requires senior financial services experience, securities licenses, strong alternatives knowledge, and frequent New York City office presence.

Partner with institutional leadership to build scalable sales infrastructure, reporting, and analytics. Develop KPIs, forecasting, pipeline discipline, CRM and BI solutions, and cross-functional initiatives to improve institutional distribution effectiveness and growth.

Manage and implement regulatory compliance programs for investment advisers and funds under Rule 38a-1 and Rule 206(4)-7. Perform testing/monitoring, update policies, conduct due diligence on service providers, administer oversight of intermediaries, assist with filings and examinations, review personal trading and electronic communications, and report findings to senior management and boards.