Top Tech Jobs & Startup Jobs in NYC, NY

Prepare portfolio materials and reports, set up and maintain account documentation, process trades and DTC transfers, handle cash transfers and fee analysis, coordinate with tax and portfolio managers, respond to client inquiries, run GDWM in client meetings, and support Investment Advisors while adhering to investment guidelines and risk management.

Manage strategic hedge fund client relationships, coordinate fund administration, middle office, accounting and investor services, lead escalations and service reviews, advise senior stakeholders, identify growth opportunities, oversee pricing and profitability, and drive service delivery improvements in an alternative investments environment.

Support and administer complex fiduciary, trust, estate settlement, guardianship, and custody client relationships. Coordinate account setup and transaction processing, resolve client issues, maintain documentation and account agreements, assist advisors with compliance, reviews, and presentations, engage service teams for execution, identify process improvements, and mentor or supervise junior staff.

Lead and support enterprise-scale transformation initiatives by gathering and documenting requirements, analyzing current-state processes, designing improved operating models, partnering with technology and data teams, defining success metrics, and participating in governance and program delivery to drive large cross-functional change in Wealth Management.

Lead end-to-end execution of large, cross-functional enterprise transformation programs for Wealth Management. Own scope, timelines, budgets, risks, governance, and benefits realization while aligning resources across business, technology, data, operations, and risk. Prepare executive updates, drive stakeholder alignment, and apply analytical judgment to solve complex problems and deliver measurable business outcomes.

Support and service complex fiduciary, investment management, and custody client relationships by coordinating account administration, resolving client issues, executing transactions, maintaining documentation and systems, assisting Relationship Advisors with client requests and presentations, and identifying process improvements. Acts as subject-matter expert and mentor under general supervision.

Drive revenue by selling and retaining investment products (ETFs, mutual funds, SMAs, alternatives, multi-asset) to institutional and advisory clients. Lead strategic national accounts, prospect and develop business plans, deliver customized presentations, and optimize profitability. Collaborate cross-functionally with sales, product, investment, custody, and operations. Maintain market, competitor, and regulatory knowledge to recommend solutions and grow key relationships.

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.

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.

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.