Pwm Intern Jobs in New York

• Advanced degree or professional certification or prior industry experience required

• Evidence of strong leadership skills or previous supervisory experience

• 10+ years of experience in a field relevant to the position required

• Financial industry and product knowledge

• Effective written and verbal communication skills

• Detail-oriented with superior organizational skills and ability to prioritize tasks

Influence of experience quality— Link the highest quality of design execution to each strategic initiative, business and client outcome.

3-5 years of professional experience designing design systems

Experience in design thinking/ human centered design

Demonstrated experience building relationships and influencing business stakeholders

Great presentation, storytelling, workshop and communication skills

Strong problem-solving and organization skills

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:

Identifies and implements practice management opportunities by interfacing with various departments across the firm

Proactively participates in firm initiatives directed by local management

Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)

Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail

Provides ongoing support in educating clients about specific products and services offered at the firm

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies

Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint)

Interacts regularly with the Complex Business Development Manager

5+ years of work experience in a field relevant to the position required

Four-year college degree or professional certification preferred