Hell's Kitchen • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Hell's Kitchen • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Hell's Kitchen • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Hell's Kitchen • 50 milesRemote · Hybrid · Onsite · Field · All Environments
73 wealth management analyst jobs at 15 companies in Hell's Kitchen, NY
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Wealth Management Analyst
New York, New York, United States
$75k-$125k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, active Series 7 and Series 66 or Series 63+65 required; bachelor’s degree preferred; strong client service, financial product knowledge, and Microsoft Office/Excel skills.
Microsoft Office, Microsoft Excel, MS Online
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Wealth Management Analyst
New York, New York, United States
$75k-$125k/yr OnsiteFull Time
2+ YOE2+ years relevant experience; active Series 7 and Series 66 or Series 63+65 required; four-year degree or professional certification preferred; proficiency with MS Excel and firm platforms; strong communication and organizational skills.
Microsoft Excel, MS Office, MS Online
3w
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Analyst - Wealth Management
New York City, New York, United States
$115k-$149k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5–7 years of relevant wealth management, WealthTech, consulting, financial technology, or strategy experience, plus strong research, analytical, writing, and presentation skills.
AI
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 licenses within three months.
client reporting, digital capabilities
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Private Wealth Analyst / Internal Sales Specialist
New York City, New York, United States
$150k-$175k/yr OnsiteFull Time
2+ YOEBachelor's degree required, ~2+ years financial services experience (wealth management or alternatives distribution), familiarity with alternative investments, CRM experience (Altvia), strong communication and organizational skills, able to work in NYC office 4-5 days/week.
CRM, Altvia
4d
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Analyst or Associate, Wealth Management
Chicago or Abu Dhabi or Austin or Beijing or Boston or Hong Kong or London or Munich or Menlo Park or New York City or Seoul or Singapore or Sydney or Tokyo or Toronto
$85k-$110k/yr OnsiteFull Time
1+ YOERequires 1–2+ years of professional experience, preferably in wealth management or client-facing private markets, strong English communication, MS Office and Salesforce proficiency, organizational skills, and a business-focused undergraduate degree preferred.
Microsoft Excel, Microsoft PowerPoint, Salesforce, CRM
2w
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Senior Analyst - BCG Vantage, Financial Institutions - Wealth Management
New York City, New York, United States
$109k-$118k/yr OnsiteFull Time
2+ YOERequires a bachelor's degree, 2+ years of management consulting experience in U.S. wealth management/private banking or 3+ years at a wealth management firm, strong analytical skills, and English fluency.
Microsoft Excel, Alteryx, PowerPoint
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Wealth Management Solutions, Portfolio Management Analyst/Associate
New York or Newark
OnsiteFull Time
3+ YOEBachelor's in finance-related field; 3-7 years in financial services; CFA progress preferred but not required; strong portfolio management knowledge.
2mo
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Internal Audit, Asset & Wealth Management, Analyst, London
London or New York City
OnsiteFull Time
1+ YOEMinimum 1 year of controls/audit experience; strong communication, analytical and leadership skills; interest in wealth management; relevant certifications (ACA, CAMS, CIA, CFA) a plus.
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Product Analyst, Digital Assets - Wealth Management & Trading Solutions (Hybrid - NYC)
New York, New York, United States
$110k-$115k/yr HybridFull Time
Product research and analysis in digital assets for wealth management and trading; ROI and pricing analysis; strong communication and analytical skills; bachelor’s degree or equivalent required.
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Private Wealth Senior Business Analyst
New York, New York, United States
$175k-$250k/yr OnsiteFull Time
12+ YOE12+ years in wealth management/private banking with experience in process improvement, journey mapping, digital transformation, change management, and leading strategic programs; bachelor’s degree required; certifications (Lean Six Sigma, PMP) a plus.
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Institutional & Wealth Distribution Analyst
New York, New York, United States
$80k-$85k/yr OnsiteFull Time
1+ YOEBachelor's degree,1+ years asset management business development experience,fundraising track record,knowledge of fixed income,obtain FINRA Series 7 & 63 within 90 days,CRM and diligence support experience.
Salesforce, eVestment, Morningstar
2w
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Channel Marketing Analyst (Wealth Management)
New York, New York, United States
$70k-$80k/yr HybridFull Time
2+ YOEBachelor's degree,2–4 years marketing or client engagement experience preferred,excellent written/verbal communication,project management skills,proficiency with Microsoft Office,familiarity with CRM and marketing automation.
Microsoft Office, CRM, marketing automation platforms
2w
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Channel Marketing Analyst (Wealth Management)
New York, New York, United States
$70k-$80k/yr HybridFull Time
2+ YOEBachelor's degree,2+ years marketing/client engagement experience (2–4 preferred),strong written/verbal communication,project management skills,proficiency with Microsoft Office and familiarity with CRM/marketing automation.
Microsoft Office, CRM, marketing automation platforms
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Vice President - Wealth Management
New York City, New York, United States
$325k/yr HybridFull Time
4+ YOEBachelor's in Finance/Economics/Business and 4 years analyst/associate experience (3 with Master’s); expertise in financial modeling, valuation, transaction execution, EMR not mentioned, proficiency with Bloomberg/Capital IQ/SNL/FactSet/PitchBook and Microsoft Excel/PowerPoint/Word; 2 years wealth management experience.
Bloomberg, Capital IQ, SNL, FactSet, PitchBook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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Asset-Wealth & Capital Management BA
Boston or Charlotte or Dallas or Jersey City or Los Angeles or New York or Tampa
$79k-$137k/yr OnsiteFull Time
Experience in asset/wealth/capital markets, Scrum Master knowledge, data analytics and SQL experience, bachelor's degree or equivalent, strong communication and documentation skills, US work authorization without sponsorship.
SQL Server - Analytics, Agile Management Tools
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Institutional & Wealth Distribution Analyst
New York City, New York, United States
$80k-$85k/yr OnsiteFull Time
1+ YOEBachelor's degree,1+ years asset management business development experience,knowledge of fixed income and fundraising,ability to obtain Series 7 and 63 within 90 days,experience with CRM/AI tools preferred.
Salesforce, eVestment, Morningstar
4d
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2027 Summer Intern - Global Wealth Management, Alternatives Analyst, US
New York City, New York, United States
$43/hr OnsiteInternship, Full Time
Undergraduate student with a 3.2+ GPA at an accredited four-year university, business-proficient English, interest in financial markets, strong communication, organizational, analytical, and Microsoft Excel skills.
Microsoft Excel
4d
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Strategy Lead Analyst - Vice President
New York City, New York, United States
$142k-$213k/yr OnsiteFull Time
8+ YOEBachelor's degree and 8+ years in project management, strategic initiatives, business management, consulting, wealth management, financial services, or related fields; complex project leadership and executive communication skills required.
Microsoft PowerPoint, Microsoft Excel
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