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Director Of Wealth Transfer Strategy

New York,NY

7522 Director Of Wealth Transfer Strategy jobs in New York,NY

New, Posted 21 hours ago
ZipRecruiter

Logistics Manager

Chase Office Supplies

Brooklyn, NY

$80,000/yr
New, Posted 1 hour ago
ZipRecruiter

Director of Customer Operations

Ultimate Asset

Brooklyn, NY

$150,000/yr
New, Posted 5 hours ago
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Community Sales Director

Brightview Senior Living, LLC

Tenafly, NJ

$140,000/yr
~ 26 min OnsiteEducation AssistanceHealth InsuranceRetirement Benefit

  • Bachelor's Degree in Marketing or related field.
  • Previous healthcare/senior living sales experience.
  • Ability to effectively communicate in English.
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New, Posted 1 hour ago
ZipRecruiter

Wealth Solutions Advisor

Empower

New York, NY

$5,000 bonus
Flexible Schedule
New, Posted 8 hours ago
LinkedIn

Administrative Assistant

Wealth Partners Capital Group, LLC

New York, NY

No Experience
New, Posted 8 hours ago
LinkedIn

Wealth Management Advisor

Next Level Recruiting, LLC

New York, NY

New, Posted 8 hours ago
LinkedIn

Entry Level - Wealth Manager

Equitable Advisors

Secaucus, NJ

$33,400/yr
Flexible Schedule
New, Posted 8 hours ago
LinkedIn

Associate Director, Private Wealth Client Services

Cresset

New York, NY

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Investment Forecasting Strategy & Transformation Lead

MassMutual

New York, NY

Onsite

  • 10+ years of experience in FP&A; forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles
  • Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field
  • Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs
  • Experience working with actuarial or financial models and understanding model development, testing, and governance cycles
  • Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how."
  • Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one
  • Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes
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New, Posted 8 hours ago
LinkedIn

Director of FP&A - Wealth Management

JCW Group

New York, NY

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  3. Director Of Wealth Transfer Strategy Jobs

What companies are hiring Director Of Wealth Transfer Strategy jobs in New York,NY?

  1. Chase Office Supplies
  2. Ultimate Asset
  3. Brightview Senior Living, LLC
  4. Empower
  5. Wealth Partners Capital Group, LLC
  6. Next Level Recruiting, LLC
  7. Equitable Advisors
  8. Cresset
  9. MassMutual
  10. JCW Group

What is the yearly salary range for Director Of Wealth Transfer Strategy jobs in New York,NY?

The yearly salary range is $33400 - $150000.

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