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Top Tech Jobs & Startup Jobs in NYC, NY
Fintech • Social Impact • Financial Services
As a Client Relationship Manager, you will cultivate relationships with financial advisors, ensuring excellent client experiences and improving service processes while aligning client needs with Ethic's sustainable investment solutions.
Top Skills:
Equity Investments
Fintech • Social Impact • Financial Services
The Client Success Associate manages client relationships and supports advisors with portfolio proposals, ensuring exceptional client service and ongoing account management.
Fintech • Social Impact • Financial Services
The Director of Product will lead product management for the Client Experience team, focusing on enhancing web applications, aligning business goals, and collaborating across teams to improve user experience and drive growth.
Top Skills:
Web Technologies
Fintech • Social Impact • Financial Services
As an Investment Operations Analyst, you will maintain portfolio accounting, manage trades, support client onboarding, and improve operational processes.
Top Skills:
ExcelSs&C Advent’S Apx
2 Days Ago
Fintech • Social Impact • Financial Services
The Director of Client Portfolio Management will lead the portfolio solutioning for institutional clients, managing relationships and providing updates on portfolios, while collaborating with various teams for client experience enhancement.
Top Skills:
Financial PlanningPortfolio ManagementSustainable Investing
Fintech • Social Impact • Financial Services
As an Associate Portfolio Manager, you will manage multi-asset portfolios, conduct investment analysis, and partner with teams to enhance portfolio strategies.
Top Skills:
Investment ProcessesQuantitative Risk ModelsUnified Managed Accounts
Fintech • Social Impact • Financial Services
Lead product development for sustainable investing solutions, collaborating with interdisciplinary teams to enhance investment management and investor experience while ensuring high-quality technical solutions are delivered.
Top Skills:
Data ScienceSoftware DevelopmentSustainability Assessment
Fintech • Social Impact • Financial Services
Analyze investment portfolio performance, develop attribution models, ensure data integrity, and provide insights to enhance investment strategies and reporting.
Top Skills:
ExcelPerformance Attribution ToolsReporting ToolsSQLStatistical Software
Fintech • Social Impact • Financial Services
The Director of Relationship Management will enhance client relationships, develop business strategies for RIAs and Networks, and collaborate with marketing to strengthen outreach efforts.
Top Skills:
Asset ManagementFinancial PlanningPortfolio ManagementSustainable Investing
Fintech • Social Impact • Financial Services
The Director of Product will oversee investment product features, manage cross-functional teams, and drive improvements in investment technology and workflow processes.
Top Skills:
Design ToolsInvestment Management Technology
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