Top Tech Jobs & Startup Jobs in NYC, NY

The Financial Planning Director partners with Financial Advisors to create personalized financial plans, provide advanced guidance, and enhance client engagement, focusing on high-net-worth clients.

The Vice President will manage state and local tax compliance and reporting, oversee tax strategies, and liaise with internal teams and external partners.

As a Risk Officer, you provide support for Wealth Management Platforms, manage audits, assess risks, collaborate across teams, and maintain compliance.

Lead the development of a digital lending platform at Morgan Stanley, collaborating closely with cross-functional teams to enhance user experience and streamline workflows.

Build and deploy autonomous AI agents and GenAI solutions at scale. Design and operationalize distributed data flows, agent orchestration, memory/RAG systems, and integrations with LLM APIs. Collaborate globally, prototype state-of-the-art ML/GenAI technologies, and ensure scalable, reliable cloud-native architectures.

Design and develop web-based and distributed applications using Java and Python. Build REST APIs and microservices with Spring Boot and Python frameworks, implement caching with Redis, containerize apps with Docker/Podman, write unit and integration tests, use CI/CD and Git, support production systems, and apply knowledge of fixed income markets and order management functions.

Provide daily client support and administrative assistance to Financial Advisors/Private Wealth Advisors. Execute money movements, answer account inquiries, manage documentation and calendars, prepare meeting materials, enroll clients in digital tools, assist with account openings and expense reports, and participate in firm initiatives while maintaining policy and procedural compliance.

The Business Development Manager drives asset growth by executing strategic initiatives, coaching Financial Advisors, and engaging with product partners.

Support Financial Advisors and Private Wealth Advisors with client service, digital and in-person marketing, reporting, financial planning, portfolio tools, research, meeting preparation, and administrative tasks. Provide backup for client service functions and participate in firm initiatives and special projects.

Support Financial Advisors and Private Wealth teams by delivering exceptional client service, preparing meeting materials, executing administrative and transactional tasks, assisting with digital marketing and client reports, and participating in client meetings and firm initiatives. Serve as senior service-team member, manage work assignments, and use firm-approved systems to research and prepare financial planning materials.