Top Tech Jobs & Startup Jobs in NYC, NY

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.

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 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.

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.

Lead strategy and execution of NTAM's advisor education platform: design multi-format curriculum, develop advisor- and client-facing content, enable field distribution and wholesalers, build digital engagement hub, define KPIs and reporting, and partner across Sales, Investments, Product, Compliance, and Marketing to deepen advisor engagement and measure program impact.