Top Tech Jobs & Startup Jobs in NYC, NY

Provide client service support to Financial Advisors by managing client requests, ensuring accurate client materials, promoting banking and investment offerings, maintaining client relationships, and supporting day-to-day team operations to meet operational excellence and risk guidelines.

Support Financial Advisors by performing portfolio analysis, monitoring and managing client portfolios, preparing investment committee materials and performance reports, processing trades, and delivering investment proposals while ensuring alignment with client goals, risk tolerance, and CIO philosophy. Maintain regulatory registrations and contribute to pricing and model management.

Provide customized financial solutions to clients, review investment goals, triage client leads, and recommend banking strategies. Requires financial licenses and compliance with the SAFE Act.

The role involves driving distribution and client engagement for alternative investment solutions, constructing customized portfolios, and monitoring market trends for education.

The Financial Solutions Advisor advises clients on financial goals, builds financial plans, recommends investment strategies, and manages client relationships while achieving sales targets.

Manage direct indexing portfolios, including rebalancing and trading, while collaborating with advisors on strategy and overseeing infrastructure development for CIO strategies.

The Analyst will perform financial modeling, write industry reports, analyze market data, and support Senior Analysts in research and client interactions.

The Treasury Product Manager II will oversee the development and management of U.S. Real-Time Payments solutions, analyze market trends, support client engagement, and ensure product compliance and enhancements.

Lead the Equities Cash Execution support team, focusing on electronic trading and connectivity, while ensuring operational excellence and compliance.

The role involves contributing to the investment research process, developing insights on private markets, authoring content, and collaborating with teams on alternative investments.