Point Wealth Management Jobs in Great Neck, NY
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab - New York,NY
Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Administrative Assistant / Client Service Associate
Point Wealth Management - Melville,NY
Administrative Assistant / Client Service Associate About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make...
Private Wealth Management Administrative Assistant - New York
Advantage xPO - New York,NY
Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global...
Associate, Product Management
Goldman Sachs Wealth Services, L.P - New York,NY
Associate, Product Management with Goldman Sachs Wealth Services, L.P in New York, New York. Leverage ETL tools to generate and provide data driven insights to advisors as well as automate manual operational processes via Tableau dashboards and...
Senior Executive Assistant To The President
Altfest Personal Wealth Management - New York,NY
Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a temporary Senior Executive Assistant to provide executive level support to the President during an employee's parental leave. The...
Asset & Wealth Management, Private - Portfolio Management, Open-Ended Funds, Vice President
Goldman Sachs Group - New York,NY
New York, United StatesJob DescriptionAsset & Wealth Management Divisional OverviewA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part...
Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab - New York,NY
Position Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based...
Executive Assistant to the Wealth Management Chief Investment Officer
Morgan Stanley - New York,NY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations,...
Senior Business Analyst 4255
TIER4 GROUP - New York,NY
Business Analyst – Wealth & Distribution Technology We are seeking a seasoned Business Analyst to join our Wealth and Distribution Technology team, where you'll play a key role in...
Chief Investment Officer
Savvy Wealth - New York,NY
Join to apply for the Chief Investment Officer role at Savvy Wealth Join to apply for the Chief Investment Officer role at Savvy Wealth This range is provided by Savvy...
Client Service Specialist - Insurance
Point Wealth Management - Melville,NY
About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this...
Director of Finance And Accounting
PetPlace - New York,NY
Get AI-powered advice on this job and more exclusive features. Direct message the job poster from PetPlace Senior Recruiter at Independence Pet Holdings Established in 2021, Independence Pet Holdings is...
Senior Director - Client Strategy (Enterprise & Client Strategy Team)
Northwestern Mutual Careers - New York,NY
About the team As a part of Northwestern Mutual's Enterprise & Client Strategy team, we help enterprise leaders make decisions on large strategic questions related to our clients - from evaluating market opportunities to influencing investment...
VP / Director - Equity Risk Strategy & Quantitative Analytics
Madison-Davis, LLC - New York,NY
VP / Director – Equity Risk Strategy & Quantitative Analytics VP / Director – Equity Risk Strategy & Quantitative Analytics Lead the development and implementation of advanced risk analytics for equity...
Product Manager - AI Lead
Ergo - New York,NY
About Ergo: Ergo is a global intelligence, consulting, and forecasting firm that believes the future is susceptible to research. With unique assets and capabilities across the globe, we deliver actionable insights for our...
Vice President, Financial Advisory M&A
Marsh, Berry & Company - New York,NY
MarshBerry is growing! We are seeking a Vice President to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust...
Director of Compliance
Atlantic Group - New York,NY
Location: Midtown Manhattan (3 days/week onsite) Comp: $250K-$300K all in. Our client, a $30 billion AUM dually registered investment advisor and broker dealer is looking for a...