Top Tech Jobs & Startup Jobs in NYC, NY

Lead and deepen client relationships for high-net-worth individuals and families, coordinate multi-disciplinary wealth management services, drive organic growth, source new relationships, develop tailored financial strategies, and ensure seamless delivery of banking, investment, tax, estate, and advisory solutions.

Review global asset management marketing materials for compliance with SEC and FINRA rules; advise business partners; lead and develop the Marketing Compliance team; monitor procedures, identify and document compliance risks; respond to regulatory inquiries; develop reports; deliver training; coordinate compliance initiatives and support project work with management.

Support high‑net‑worth client relationships by collecting and analyzing financial data, preparing customized wealth plans and presentations, conducting research on planning and tax strategies, coordinating service execution with internal teams, producing advanced Excel analyses, and supporting client meetings and mentoring junior staff.

Lead development and implementation of comprehensive wealth plans for high/ultra-high net worth clients. Collaborate with Portfolio Managers, Trust Advisors, bankers and external professional advisors to design tax-efficient wealth transfer, estate planning, and philanthropic strategies. Monitor plans, identify relationship expansion opportunities, mentor junior advisors, and participate in advisor cultivation and events.

Lead enterprise-scale Wealth Management transformation programs: translate strategy into multi-year roadmaps, oversee cross-functional delivery across business, data, technology and operations, establish governance and benefits realization, drive adoption of data/AI solutions, and build repeatable transformation frameworks that deliver measurable business outcomes.

Drive new client acquisition and relationship management for ultra-high-net-worth individuals, families, and institutions. Build and execute business development strategies, engage centers of influence, present Northern Trust fiduciary, estate, tax, trust, and investment solutions, and transition clients to service teams. Represent the firm in community and philanthropic organizations and collaborate with internal specialists to deliver tailored wealth management solutions.

Senior business-development role focused on cultivating and converting UHNW individuals, families, and institutions. Develop and execute client acquisition strategies, advise on estate, wealth transfer and tax planning, coordinate with internal specialists, manage handoffs to service teams, and act as a local brand ambassador and community leader to grow Northern Trust relationships.

Senior business-development role focused on cultivating and converting ultra-high-net-worth individuals, families and institutions. Develop and execute targeted sales and estate/wealth transfer strategies, coordinate with internal specialists, build advisor/COI networks, and act as a local brand ambassador to grow client relationships and refer ongoing account management to Northern Trust teams.

Lead Financial Advisor client marketing as a player/coach: develop integrated campaigns, translate advisor insights into multi-channel strategies, manage email/webinar campaigns, create sales enablement collateral, report on campaign ROI, and collaborate across sales, product, and content to drive advisor engagement and product adoption.

Manage investment activities for high-net-worth personal trusts and individual portfolios, develop and execute investment strategies, generate new business and meet sales targets, collaborate with client service teams and legal, adhere to investment guidelines and risk practices, lead problem solving and contribute to thought leadership and practice initiatives.