VP, Wealth Services

VP – Wealth Services, Alternatives & Private Markets Solutions Product Execution Join us to apply for the VP – Wealth Services, Alternatives & Private Markets Solutions Product Execution role at BNY. Located in New York, New York. This executive‑level, full‑time position focuses on product execution within our Wealth Services Platform team....

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving...

VP/Director, Channel Marketing, Private Wealth Solutions New York Client & Product Solutions Group Fortress Private Wealth Solutions Channel Marketing Manager Location: New York, NY Department: Private Wealth Solutions About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $53 billion of...

Overview VP/Director, Channel Marketing, Private Wealth Solutions – Fortress Private Wealth Solutions Channel Marketing Manager. Location: New York, NY. Department: Private Wealth Solutions. Fortress Investment Group LLC is a leading, highly diversified global investment manager with assets under management as of June 30, 2025. Fortress serves...

About The Firm Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, BlackRock, Charles Schwab,...

About Savvy Wealth:Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending...

A modern wealth management firm in New York is seeking a Senior Client Associate to provide exceptional day-to-day support to wealth managers and enhance client relationships. The ideal candidate will have over 2 years of experience in a similar role, strong problem-solving skills, and technical expertise in Google Suite. Join a fast-paced environment...

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

At Unique AI, we leverage agentic AI to transform the financial services industry. Our mission is to revolutionize the financial sector by enhancing efficiency and driving growth. Our LLM-agnostic platform offers ready-to-use financial agents for wealth management, investment banking, and private equity. Unique is a market leader in providing generative AI...

A modern wealth management firm in New York City is looking for a Senior Client Associate to enhance client service and operational support. This role demands exceptional communication skills, attention to detail, and a proactive approach to building long-term relationships with clients and advisors. Ideal candidates have at least 2 years of relevant...