- Simplex (Tampa, FL)
- …over 3.5 Billion for high-net-worth individuals and family clients, who are looking for a Wealth Manager to work directly with the CEO to grow the Florida ... CEO to grow the Florida business. ( strategy, growth, execution) Offer top-notch Wealth Management services to the client base. Requirements: Experience in a Senior… more
- Shoker Investments (Oxford, OH)
- Wealth Manager (Full-Time) Location: Oxford, Ohio Company: Shoker Investments Job Type: Full-Time Experience Level: Mid-to-Senior Level Position Summary We are ... seeking a dedicated and experienced Wealth Manager to join our advisory team. In this role, you will serve as a trusted partner to high-net-worth individuals and… more
- HSBC (San Francisco, CA)
- …our people, our investors, our communities, and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer ... the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our … more
- Westwood Holdings Group (Houston, TX)
- …impact, embrace innovation, and build long-term relationships with our clients. As a Wealth Portfolio Manager , you are a strategic partner to advisors and ... broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in...in Chicago and Houston. ABOUT THE ROLE At Westwood Wealth , we are more than advisors-we are stewards of… more
- Citigroup, Inc. (New City, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) Organize client events to enhance client bonding. Acquire new… more
- CGI (New York, NY)
- Product Manager Wealth Management Category: Project Management Main location: United States, New York, New York Position ID:J0725-1356 Employment Type: Full Time ... Owner, driving the vision, strategy, and execution of a cutting-edge, end-to-end wealth management platform. This role is central to shaping the product roadmap,… more
- Equitable Advisors (Portsmouth, NH)
- …financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement ... pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus : In addition to Stable Pay, financial… more
- Equitable Advisors (San Francisco, CA)
- …financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement ... months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $39,000… more
- Equitable Advisors (Fort Worth, TX)
- …they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive...financial professionals, empowering you to establish your career in wealth management Commissions and Bonus : In addition to… more
- Citigroup, Inc. (Flushing, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and… more
- Citigroup, Inc. (New Canaan, CT)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) Organize client events to enhance client bonding. Acquire new… more
- BNY Mellon (Pittsburgh, PA)
- …work for the world. This is what #LifeAtBNY is all about. As a leading wealth manager , BNY Wealth Management is focused on helping successful individuals ... and their families build, manage and sustain their wealth across generations and market cycles. Through a unique...team to join as a Vice President, IWM Portfolio Manager I. Position can be located in Pittsburgh PA,… more
- BNY Mellon (Pittsburgh, PA)
- …work for the world. This is what #LifeAtBNY is all about. As a leading wealth manager , BNY Wealth Management is focused on helping successful individuals ... and their families build, manage and sustain their wealth across generations and market cycles. Through a unique...Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting… more
- JPMorgan Chase & Co. (Jersey City, NJ)
- …and participate in applicable control and governance forums. As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit ... engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. Job responsibilities Participate in… more
- AllianceBernstein Holding LP (Nashville, TN)
- …research, sophisticated modeling, and cutting-edge investment solutions. As a leading wealth and investment manager , Bernstein has the independence and ... are seeking a Coordinator to support the Investment and Wealth Strategies team within Bernstein Private Wealth ...The team is supported by 4 Quantitative Analysts, 2 Manager Research Associates, a Fixed Income Specialist, and 2… more
- C&F Bank (Midlothian, VA)
- Overview The Wealth Management Client Relationship Manager (CRMI) is responsible for providing accurate and timely operational assistance in a financial team ... In this key support role, you will assist C&F Wealth Advisors by providing administrative, operational, and client-facing support....This role is an integral member a defined C&F Wealth Management Team with clear team goals and objectives… more
- UBS (Nashville, TN)
- …industry trends About us UBS is the world's largest and the only truly global wealth manager . We operate through four business divisions: Global Wealth ... Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. Join us At… more
- UBS (Austin, TX)
- …branch offices About us UBS is the world's largest and the only truly global wealth manager . We operate through four business divisions: Global Wealth ... with no problem delivering against tight deadlines *strong understanding of the wealth management business *Series 7/66 or 7/63/65 required *role may require travel… more
- National Financial Partners (Westport, CT)
- …on what is most important to each client. Wealthspire Advisors acts as a wealth manager , investment Advisor, consultant, and constant partner in helping clients ... Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading, and capital markets assumptions (among… more
- Fifth Third Bank (Skokie, IL)
- …by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth ... that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for...Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. Champions the Bancorp Vision… more
