- Tradeweb (Jersey City, NJ)
- We are seeking an experienced Senior Product Manager to join our Technology organization, supporting the design, delivery, and continuous evolution of electronic ... to ensure seamless execution. Maintain proactive, transparent communication with senior management, clients, and cross-functional teams to align priorities, resolve… more
- Neuberger Berman (New York, NY)
- We are looking for a strategic Senior Brand Marketer will help elevate and expand our brand presence across global markets. Reporting to the Global Head of Brand ... resonate with diverse audiences, including institutional, intermediary, and private wealth audiences. **Key Responsibilities** **Brand Strategy Execution** + Support… more
- Neuberger Berman (New York, NY)
- …clients. ** Wealth Strategy:** Actively seek opportunities with clients to provide wealth strategy services including wealth planning , trust and estate ... a Private Asset Management (PAM) team within NB Private Wealth , the Senior Relationship Manager (SRM) is...flow AUM + Net flow RRR + Diversification + Wealth strategy and planning activities + Client… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... of products and services. This team partners closely with senior leadership, product, sales, and corporate functions to deliver...team management skills, with an ability to guide and lead a diverse team. + Excellent interpersonal skills, with… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... where our Teammates feel connected, empowered, and proud to work. You'll lead with empathy and data, driving initiatives that elevate engagement, performance, and… more
- Somatus (Mclean, VA)
- …of a company transforming kidney care?** Somatus is on the hunt for a visionary ** Senior Vice President of Finance** to lead at the crossroads of strategy, ... show up for our mission. Responsibilities **The Impact** **You'll** **Make:** + ** Lead ** performance management tied to key metrics and business drivers that inform… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …improve both short‑ and long‑term client outcomes + Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities + Knowledge ... to JC del Rosario - I'd love to connect! Senior Tax Preparer Role Overview We're seeking an experienced...support high‑net‑worth clients with complex tax needs and advanced planning strategies. While the role is heavily focused on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …recommend strategies to improve client outcomes + Provide internal guidance to wealth advisors on tax-related questions and planning opportunities + Knowledge ... LinkedIn-I'd love to connect and learn more about you! Senior Tax Preparer Role Overview We're looking for an...support high-net-worth clients with complex tax needs and advanced planning strategies. While tax preparation will be the primary… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth...and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth … more
- KeyBank (Portland, ME)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary… more
- Truist (Houston, TX)
- …to solutions for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under ... revenue. Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors… more
- Columbia Bank (Eugene, OR)
- …providing a turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work ... both independence and partnership. The program has a financial planning team that is integrated in their team. We...and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked… more
- Fifth Third Bank, NA (Columbus, OH)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client ... results. + Participates in the ongoing development of the wealth planning process. + SUPERVISORY RESPONSIBILITIES: +...and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we… more
- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- Citigroup (Fort Lauderdale, FL)
- The Senior Portfolio Credit Risk Manager is a senior management-level position responsible for managing a Citi Global Wealth credit portfolio within an ... skills required in order to negotiate and influence, often at a senior level. Some external communication/negotiation may be necessary. Accountable for end results… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits...competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to… more
- JPMorgan Chase (Wilmington, DE)
- …behavioral playbook that encompasses the client lifecycle from prospect identification to wealth planning , onboarding and account opening, through servicing and ... will participate in establishing a new business for JP Morgan Chase. As the Wealth Management Partnership Program lead within JP Morgan Private Client, you will… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …state requirements + Stay updated on tax law changes and recommend strategic planning opportunities + Provide internal guidance to wealth advisors on tax‑related ... Description Senior Tax Preparer Role Overview We're seeking an...across a diverse range of tax needs and advanced planning strategies. While the role is preparation‑heavy during busy… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change… more
