73 wealth management analyst jobs at 16 companies in Jericho, 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
1mo
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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
4w
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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
2w
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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.
2w
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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
18h
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Wealth Analyst (Seattle)
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota or United States
$90k-$115k/yr HybridFull Time
4+ YOEBachelor's degree required; 4–6 years of client service, financial planning, tax, or private client relationship management experience; Microsoft Office Suite proficiency and strong analytical, communication, and portfolio management skills.
Microsoft Office Suite
2mo
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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
1w
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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
3w
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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
3mo
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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.
1mo
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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.
3w
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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
3w
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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
2d
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Asset-Wealth & Capital Management BA
Jersey City, New Jersey, United States
$82k-$123k/yr OnsiteFull Time
Requires asset, wealth management, and capital markets experience; Scrum Master knowledge; data analytics, data models, basic SQL, Agile, business analysis, requirements gathering, documentation, stakeholder management, and functional testing experience.
SQL Server, SQL
1mo
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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
1mo
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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
1w
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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
1w
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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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