New York, New York, United States · On-site
$75k–$125k/yr
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service …
Skills: Client Service, Financial Planning, Digital Marketing, Portfolio Management, Interpersonal Skills
New York, New York, United States · On-site
Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll wor…
Skills: Procure-to-Pay, Supplier Relationship Management, Spend Analysis, Purchase Order Management, Workday Finance
New York, New York, United States · Hybrid
$100k–$106k/yr
About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management…
Skills: Data Collection, Data Analysis, MS Excel, SQL, Power BI
New York, New York, United States · On-site
$80k–$96k/yr
Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Assoc…
Skills: Client Relationship Management (CRM), Goal Planning Software, Microsoft Excel, Financial Trading, Account Onboarding
New York, New York, United States · On-site
$190k–$250k/yr
RenaissanceRe is a leading writer of Property & Casualty Reinsurance. For over 25 years, we have helped customers and communities recover and build resilience through our industry-leading ability to understand risk, sour…
Skills: Underwriting, Reinsurance Risk Analysis, Portfolio Management, Property Modeling, Pricing Tools
New York, New York, United States · On-site
$26/hr–$32/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Business Acumen, Customer Focus, Oral Communications, Problem Solving
New York, New York, United States · On-site
$88k–$132k/yr
Position Summary The Senior Analyst, Co-Brand Marketing is responsible for managing campaigns and marketing initiatives for the U.S. and LACAR JetBlue Credit Card programs with the goal of acquiring new and qualified car…
Skills: Co-Brand Marketing, Loyalty Program Management, Campaign Management, Media Planning, Performance Marketing
New York, New York, United States · Remote OK
$54k–$103k/yr
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring …
Skills: Underwriting, Risk Assessment, Financial Analysis, Competitive Analysis, Relationship Building
New York, New York, United States · On-site
$175k–$300k/yr
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of …
Skills: Institutional Sales, Relationship Management, Fundraising, Asset Management, Private Markets
New York, New York, United States · On-site
Job Description FX eTrading Senior Developer, RBC Capital Markets, LLC, New York, NY: Develop and enhance the FX business high volume, low latency automated pricing and trading systems using Java (and low latency technol…
Skills: Java, Low Latency Technologies, Multithreading, Messaging Systems, Application Architecture
New York, New York, United States · On-site
$175k–$200k/yr
Corporate Title: Associate Department: Investment Banking Location: New York The pay range for this position at commencement of employment is expected to be between $175K and $200K/year* (see below footnote for additiona…
Skills: Valuation, Financial Analysis, Strategic Analysis, Due Diligence, Deal Financing
New York, New York, United States · On-site
$170k–$185k/yr
Empowering People to Build Wealth with Confidence Transforming Financial Services Through Technology Betterment is seeking a Legal Counsel – Corporate & Commercial to join its legal team. This role is central to supporti…
Skills: Commercial Agreements, Corporate Governance, Contract Negotiation, M&A, Securities Law
New York, New York, United States · Hybrid
$175k–$185k/yr
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striv…
Skills: Financial Modeling, Credit Risk Analysis, Due Diligence, Project Finance, Microsoft Excel
New York, New York, United States · Hybrid
$175k–$210k/yr
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striv…
Skills: Project Finance, Portfolio Management, Credit Analysis, Risk Management, Financial Modeling
New York, New York, United States · On-site
$60k–$115k/yr
Work Location: New York, New York, United States of America Hours: 40 Line of Business: TD Securities Pay Detail: $60,000 - $115,000 USD TD is committed to providing fair and equitable compensation opportunities to all c…
Skills: Options Clearing, Trade Break Reconciliation, Equities Clearing, Broadridge, OCC Encore
New York, New York, United States · On-site
$189k–$206k/yr
Title: Assistant Director, Compensation Location: Midtown Org Unit: Compensation Work Days: Weekly Hours: 35.00 Exemption Status: Exempt Salary Range: $189,100.00 - $205,700.00 *As required under NYC Human Rights Law Int…
Skills: Compensation management, Job evaluation, Market pricing, Salary administration, Fair Labor Standards Act
Mount Sinai Health SystemsNew York, New York, United States · On-site
$66k–$75k/yr
Description The Supervisor III is Responsible for training, supervising, and evaluating administrative and other subordinate staff as applicable. Assists director in the creation of reports and projects as assigned. Resp…
Skills: Staff Supervision, Office Management, Billing, Payroll, Human Resources
Mount Sinai Health SystemsNew York, New York, United States · Hybrid
$88k–$132k/yr
Description This is a 100% remote position - requires 1 day onsite a year at 150 E 42nd Street, New York, NY location The Data Science Analyst II serves as a senior member of the Pharmacy Analytics team, advancing Mount …
Skills: SQL, Tableau, Excel, Data Analysis, Pharmacy Analytics
New York, New York, United States · On-site
$33/hr–$35/hr
Job DetailsJob Location: Brooklyn Navy Yard - Brooklyn, NY 11205Position Type: SeasonalSalary Range: $33.00 - $35.00 HourlyJob Title: Collections Specialist (Temporary Employment) Employment Status: Non- Exempt Departmen…
Skills: Commercial billing, Collections, Accounts receivable, Cash management, Account reconciliation
New York, New York, United States · Hybrid
$145k–$160k/yr
WHO WE ARE: New York Cares is New York City’s largest volunteer organization, mobilizing tens of thousands of New Yorkers each year to address pressing community needs across education, hunger, and public spaces. Through…
Skills: General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Financial Reporting
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide high-level support to Financial Advisors by managing client relationships and delivering an exceptional client experience. Assist with business development, digital marketing strategies, and the preparation of financial plans and reports.
Requires 5+ years of relevant experience and active Series 7 and Series 66 (or 63 and 65) licenses. A four-year college degree or professional certification is preferred.
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
DUTIES and RESPONSIBILITIES:
Client Service:
As a senior member of the service team, provide coverage for an FA/PWA/team including:
Business Development Support:
EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
Education and/or Experience
Knowledge/Skills
Reports to:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $75,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Based on 9009 listings with disclosed salaries, most finance & accounting jobs in New York, NY pay between $80k–$215k per year. Individual offers vary with seniority, company size, and specialization.
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