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Daily Money Manager Jobs in New York (NOW HIRING)

Rocket Money

Creative Project Manager

New York, NY · On-site

$75K - $100K/yr

Rocket Money offers members a unique understanding of their finances and a suite of valuable ... Daily Lunch, Snacks & Coffee (in-office only) * Commuter benefits (in-office only) Salary range ...

Rocket Money

Creative Project Manager

New York, NY · On-site +1

$75K - $100K/yr

Rocket Money offers members a unique understanding of their finances and a suite of valuable ... Daily Lunch, Snacks & Coffee (in-office only) * Commuter benefits (in-office only) Salary range ...

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$25.2K

$67.1K

$112.1K

How much do daily money manager jobs pay per year?

As of May 28, 2026, the average yearly pay for daily money manager in New York is $67,120.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,100.00 and $75,500.00 per year, depending on experience, location, and employer.

What is a Daily Money Manager?

A Daily Money Manager (DMM) is a professional who helps individuals manage their daily financial tasks, such as paying bills, organizing financial documents, budgeting, and reconciling accounts. They often assist seniors, busy professionals, individuals with disabilities, or anyone needing help managing personal finances. DMMs do not provide financial planning or investment advice but ensure financial affairs stay organized and up to date. Their services help prevent missed payments, reduce stress, and support financial well-being.

What are the key skills and qualifications needed to thrive in the Daily Money Manager position, and why are they important?

To thrive as a Daily Money Manager, you need strong organizational skills, attention to detail, and a solid understanding of basic accounting and bookkeeping principles, often supported by relevant experience or credentials such as the American Association of Daily Money Managers (AADMM) certification. Familiarity with financial management software, spreadsheets, and online banking systems is commonly required to efficiently track, pay bills, and reconcile accounts. Superior interpersonal skills, discretion, and trustworthiness are crucial for building client rapport and handling sensitive financial information. These capabilities ensure accurate management of clients’ day-to-day finances and foster long-term professional relationships.

What are some common challenges faced by Daily Money Managers, and how can they be addressed?

Daily Money Managers often encounter challenges such as organizing complex financial records, handling clients with varying financial literacy levels, and ensuring timely bill payments for multiple accounts. Staying organized and regularly communicating with clients helps prevent missed deadlines and misunderstandings. Additionally, adapting to new financial technologies and maintaining up-to-date knowledge of regulations can help you provide optimal service. Strong problem-solving skills and maintaining clear, detailed records are essential strategies for overcoming these common hurdles. With experience, many Daily Money Managers become trusted advisors and can expand their client base or move into supervisory roles within financial management firms.
More about Daily Money Manager jobs
What are popular job titles related to Daily Money Manager jobs in New York? For Daily Money Manager jobs in New York, the most frequently searched job titles are:
What job categories do people searching Daily Money Manager jobs in New York look for? The top searched job categories for Daily Money Manager jobs in New York are:
What cities in New York are hiring for Daily Money Manager jobs? Cities in New York with the most Daily Money Manager job openings:
Daily Money Manager jobs near you
Infographic showing various Daily Money Manager job openings in New York as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $67,120 per year, or $32.3 per hour.

Client Operations Analyst (Investment Operations)

Atlantic Group

Manhattan, NY • Hybrid

$95K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

  • Location: New York, NY
  • Type: Perm (Contingency)
  • Job #46697
  • Salary: $95,000
Job Overview - Client Operations Analyst (Investment Operations):
Compensation: $95,000 - $120,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Operations Analyst (Investment Operations) in New York, NY (Hybrid) with our client, a leading investment firm. In this role, you'll support high-net-worth portfolios through onboarding, cash management, and regulatory compliance. You'll collaborate with internal teams and custodians to ensure accurate processing, timely reporting, and seamless client service. Ideal for candidates with experience in wealth management, investment operations, or fund administration.
Responsibilities as the Client Operations Analyst:
  • Client Onboarding: Manage account openings, transfers, and subscription documentation, ensuring accurate and compliant setup for new clients.
  • Operational Execution: Oversee daily money movements, wires, and investment operations with precision and adherence to deadlines.
  • Cash & Data Management: Monitor cash activity, reconcile accounts, and maintain centralized client records for accurate reporting.
  • AML/KYC Compliance: Support anti-money laundering and Know Your Customer reviews for private investments, ensuring regulatory compliance.
  • Cross-Team Collaboration: Partner with internal teams and custodians to improve workflows and resolve operational inquiries.
  • Process Improvement: Identify opportunities to enhance systems, automate workflows, and strengthen client operations efficiency.
Qualifications for the Client Operations Analyst:
  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field required.
  • Experience: 2-4 years in wealth management, investment operations, or fund administration, supporting high-net-worth or institutional clients.
  • Technical Skills: Proficient in Microsoft Excel and portfolio management systems such as Advent or Enfusion, with experience in CRM or workflow tools preferred.
  • Industry Knowledge: Strong understanding of onboarding, cash management, subscription/redemption processing, and AML/KYC compliance within financial services.
  • Skills & Attributes: Detail-oriented and organized professional with strong analytical, communication, and problem-solving skills, adept at managing multiple priorities in a fast-paced environment.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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