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Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

YEAR

Stifel Financial Corp

Venture Banking Credit Analyst (Summer 2027 Start)

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The Specialist II, Hedge Funds and Liquid Alternative Investments leads the ongoing due diligence and assists the initial due diligence of liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products. Leads the ongoing due diligence of assigned products, including scheduling and leading quarterly review meetings with product management teams, reviewing product materials to develop follow-up questions and requests for information, and maintaining detailed notes and files.•

Hedge Fund Liquid Alternative Specialist II

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Registered Client Service Associate

Our Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options. Experience managing and developing designers at varying levels of seniority, including supporting both craft-focused and people-leadership growth paths.

Betterment

Director, Brand Design

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Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Citigroup Inc.

Data Engineer

In this role, the SAM candidate will help build the business plan, event strategy, engagement strategy, field sales support, data delivery and will help coordinate every aspect of the partnerships we have built with the industry’s most significant WealthTech, Custodian and TAMP Partners. The WMP team constructs the business strategy for client Partners, negotiates business terms for impacting organic growth and is responsible for the full integration of Invesco products onto client Partner platforms.

Invesco

Strategic Account Manager

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Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.

Range

Tax Planner

You'll work closely with the executive team on scheduling, communications, travel, and special projects, while ensuring the office runs seamlessly and every visitor or team member feels genuinely welcomed. 3 to 5 years of experience as an Executive Assistant or in a similar high-trust operational role, ideally supporting a C-suite executive at a startup, investment firm, or fast-moving tech company.

Executive Assistant & Office Manager

As an AI Outcome Manager for FSI, you'll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.

Anthropic

AI Outcomes Manager, Financial Services

Minimum Required: 2+ years of relevant commercial banking, credit underwriting, credit analysis, or portfolio-management experience and completion of formal commercial credit training or an equivalent structured credit-training program. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Special Assets Associate

HOUR

At least two years of experience as a Product Owner, Product Delivery Manager, Business Analyst, or similar role delivering enterprise-grade AI or technology solutions. These solutions will help Financial Advisors access information faster, automate routine tasks, surface relevant insights, and deliver more personalized client experiences.

Artech LLC

Agile Project Manager Contractor: 6-9 years (Advanced)

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The Commercial Banking Middle Market Senior Relationship Manager is responsible for developing, managing, and expanding a portfolio of middle market commercial relationships by delivering comprehensive banking solutions that support clients' growth, operational, and strategic objectives. The Relationship Manager serves as the primary advisor to business owners, executives, and financial decision-makers, providing expertise in commercial lending, treasury management, deposits, and other commercial banking products and services.

<h5>For over seventy years Community Bank, a family owned bank, has been partnering with Southern California businesses and clients to help them with their banking needs. With a full suite of deposit and loan products, innovative technology and unlimited access to ATMs &mdash; Community Bank has the tools for all of your banking needs.</h5>
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<h5>&nbsp;FAMILY-OWNED since 1945</h5>
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<h2 class="dt-fancy-title">$3.7</h2>
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<h5><strong>Billion in Assets</strong><br /> (as of 9/30/17)</h5>
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<h2 class="dt-fancy-title">22<sup><span style="font-size: 300%;">nd</span></sup></h2>
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<h5><strong>Largest Employer in Pasadena</strong><br /> (Pasadena Chamber of Commerce)</h5>
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<h2 class="dt-fancy-title">9<sup><span style="font-size: 300%;">th</span></sup></h2>
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<h5><strong>Largest in Assets in LA County</strong><br /> (FDIC as of 9/30/17)</h5>
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<h2 class="dt-fancy-title">#11</h2>
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<h5><strong>of SBA 7(a) Lenders in the LA District</strong><br /> (as of 9/31/17)</h5>
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<h2 class="dt-fancy-title">5 <sup><span style="font-size: 300%;">Star</span></sup></h2>
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<h5><strong>Superior Rating</strong><br /> (Bauer Financial)</h5>
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<h5><strong>Senior Unsecured Debt &amp; Long Term Deposit Rating</strong> (Kroll Bond Rating)</h5>
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Community Bank, N.A.

Middle Market Senior Relationship Manager

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners, developers, operators, family offices, and closely held real estate businesses.

TAG EisnerAmper, LLC (Inactive)

Tax Director - Real Estate

Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. The ideal candidate has a talent for translating complex financial information into clear, compelling content for diverse audiences, including the general public, wealth advisors, and other financial professionals.

Mediabrands Worldwide Inc

Manager, Content (Financial Services)

Salary Range: $70,000 USD - $85,000 USDWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. We create content for the world's biggest global brands -- go on, check out one of our highlight reels at http://www.webershandwick.com/.We are seeking a proactive and detail-oriented Manager, Content Strategy with expertise in the financial services sector.

WSA IPG DXTRA

ADAPTED_NOW

This role requires an experienced professional with deep expertise overseeing end-to-end client onboarding functions for broker dealers, fintechs, wealth management firms, asset managers, RIAs within the financial services industry. Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.

Apex Clearing Corporation

Director, Client Delivery

Ivy Exec

As Range's Head of Quantitative Research, you will own the research and modeling behind how every member's portfolio gets built, rebalanced, and managed for taxes, from the models under our portfolio construction to the rules that make tax-loss harvesting and direct indexing work at scale. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

Head of Quantitative Research

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.

Ernst & Young Global Ltd

FSO, Business Transformation - Asset Management Senior Manager

Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

Northern Trust

Private Wealth Director

We are looking for candidates who fit one of the following exact trajectories: The Banker turned Consultant: You began your career in risk management, capital markets, or retail/commercial banking operations at a major financial institution, and subsequently pivoted into Management Consulting, Strategy, or SaaS Value Engineering. Value Architecture: Translate executive banking priorities into high-impact AI use cases (e.g., intelligent credit underwriting, automated fraud mitigation, hyper-personalized wealth advisory) and Value Realization Frameworks.

Wealth Advisor Jobs in New York

Venture Banking Credit Analyst (Summer 2027 Start) Stifel Financial Corp

Hedge Fund Liquid Alternative Specialist II Stifel Financial Corp

Registered Client Service Associate Stifel Financial Corp

Director, Brand Design Betterment

Data Engineer Citigroup Inc.

Strategic Account Manager Invesco

Tax Planner Range

Executive Assistant & Office Manager Range

AI Outcomes Manager, Financial Services Anthropic

Special Assets Associate Stifel Financial Corp

Agile Project Manager Contractor: 6-9 years (Advanced) Artech LLC

Middle Market Senior Relationship Manager Community Bank, N.A.

Tax Director - Real Estate TAG EisnerAmper, LLC (Inactive)

Manager, Content (Financial Services) Mediabrands Worldwide Inc

Manager, Content (Financial Services) WSA IPG DXTRA

Director, Client Delivery Apex Clearing Corporation

Head of Quantitative Research Range

FSO, Business Transformation - Asset Management Senior Manager Ernst & Young Global Ltd

Private Wealth Director Northern Trust

Lead Value Engineer - Asset & Wealth Management Celonis

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