Top Tech Jobs & Startup Jobs in NYC, NY

Lead client relationship management and oversee a team delivering investment management, trust administration, estate and tax planning, and private banking services. Develop and implement investment plans, supervise trust administration, support business development, ensure regulatory compliance, and mentor staff. Communicate proactively with clients and advisors and coordinate cross-functional specialists to deliver comprehensive wealth management solutions.

The Operational Due Diligence Analyst conducts reviews of investment managers to identify operational, legal, and regulatory risks, collaborates with internal teams, and tracks regulatory developments.

The Event Manager will coordinate and manage approximately 125 events annually, utilizing tools like Cvent, Salesforce, and Zoom, while ensuring guest experience and stakeholder alignment.

The Client Advisor builds and maintains relationships with ultra-high net worth clients, ensuring effective service delivery across various financial areas.

The Equity Intern will assist with equity research, financial modeling, and teamwork on investment projects, gaining hands-on exposure in the finance industry.