- Citigroup, Inc. (Forest Hills, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Goldman Sachs, Inc. (Chicago, IL)
- Job Description Job Title: VP, US Third Party Wealth , National Accounts/Home Office, Goldman Sachs Asset Management Location: Chicago Regular/Temporary: Regular Role ... Develop and implement an integrated marketing strategy for AM's third-party wealth National Accounts/Home Office segment to fuel overall business growth objectives… more
- JPMorgan Chase & Co. (New York, NY)
- …to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations. If ... environments and are passionate about shaping the future of wealth management, this is the role for you. Key...and business readiness Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive… more
- Citigroup, Inc. (Jacksonville, FL)
- …out highest level of support from those teams. Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; ... Capable of working independently within established procedures and make decisions without manager approval. Able to perform multiple functions with a high degree of… more
- NPAworldwide (Chatham, NJ)
- …target)+ full benefits (100% employer-paid) Please note: Candidates in public accounting ( Manager , Senior Managers or Directors) who are exceptionally motivated ... Tax Director - Wealth Management / Family Office / UHNW Location:...insurance-related matters Prepare and administer operating budgets; present to senior leadership Review and approve trust and portfolio-related disbursements… more
- Bank of America (Charlotte, NC)
- …underwriting standards and guidelines. **This position may be filled as a Credit Manager and or a Senior Credit Underwriter** Responsibilities: *The purpose of ... Description: Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to effectively… more
- Blue Owl (New York, NY)
- Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives(R). With $273 billion in assets under management as of March 31, 2025, we invest ... ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of...optimize client engagement. Actively position Regional Market Leader and/or senior resources in market for client meetings and events.… more
- State Street Corporation (Burlington, MA)
- …consulting team, or Practice, and contribute to individual projects while serving as senior subject-matter experts. As a manager , Practice Managers lead teams of ... What we are looking for Wealth Practice Managers have two overall responsibilities. They...the recruiting team to hire talent at junior and senior experience-levels. Set objectives and evaluate team members. Make… more
- TalentPro Recruiting (San Diego, CA)
- About the job Wealth Manager Trainee Job Title: Wealth Management Trainee Location: USA (REMOTE)/ Hybrid Type: Contract/Full-Time Salary: PT: $50k-$70K | FT: ... Summary: We are looking for a driven and enthusiastic Wealth Management Trainee to join our team and embark...in developing and implementing financial plans for clients. Shadow senior team members during client consultations to learn effective… more
- JPMorgan Chase & Co. (St. Louis, MO)
- …a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and ... utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships… more
- Bank of America (Houston, TX)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of ... Job Description: Merrill Wealth Management is a leading provider of comprehensive...financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division… more
- NFP (Santa Ana, CA)
- …learn more, please visit: https://www.NFP.com. NFP Property & Casualty Services, Inc. is seeking a Senior Account Manager . The Senior Account Manager is ... and entails a great deal of verbal, electronic and other written communications. The Senior Account Manager will have responsibility for managing the renewal and… more
- InvestCloud (New York, NY)
- The Finance Senior Manager will perform non-complex and complex financial analyses, liaise with C-Level executives on budgeting and forecasting, aid decision ... creation of Executive and Board level presentations. As a Senior Manager , you can look forward to:...required: 0-10% About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.… more
- Golub Capital (Chicago, IL)
- …Development, Compliance, Technology Solutions and Valuation Teams. Position Responsibilities The Senior Manager will focus on providing leadership and oversight ... Position Information Hiring Manager : Controller Department: BDC Fund Accounting Department Overview...quarterly review activities of external auditors Partnering with other senior leaders of the BDC Fund Accounting team to… more
- IDB (New York, NY)
- …back office bank operations (including private banking, branch activities, wealth management, deposits, loans, account maintenance, cash management, funds transfer, ... vendor management, etc.) and other operational processes. We are looking for individuals who can perform hands-on work in a smaller team environment. Essential functions include: Assist in preparing / documenting high quality workpapers for assigned projects… more
- Parity (New York, NY)
- …and reducing energy waste. THE ROLE: We are looking for an energetic and motivated Senior Account Manager ready to expand their sales career at the intersection ... STUFF: Benefits: Parity offers a comprehensive health benefits package - health is wealth ! Flexible work environment: This role will be a hybrid position where… more
- Fidelity Investments (Smithfield, RI)
- Job Description: In Wealth Cash Solutions Personal Cards, we are embarking on a multi-year journey to improve our debit card program - including enhancing our ... all products. The team is searching for an operations manager that can oversee the future state operating model....or credit card operations at a bank or asset manager . Proven track record of managing business operations and… more
- Michael Page (Chicago, IL)
- …that is a leading global financial services firm specializing in wealth management, asset servicing, asset management, and banking solutions for corporations, ... to evaluate complex transformation programs and communicate critical risk insights to senior program stakeholders. Manage a team while also having oversight on SDLC… more
- Deutsche Bank (San Francisco, CA)
- Job Description: Job Title Senior Relationship Manager Corporate Title Director - Managing Director Location San Francisco and Los Angeles, CA Overview Deutsche ... Bank's Wealth Management business is one of the largest ...with individual risk management, loans, and deposits. As the Senior Relationship Manager , you will be a… more
- Wealthfront (Palo Alto, CA)
- Wealthfront is looking for a Senior Product Manager to support the development of our Home Lending products. Prior mortgage industry experience is not required. ... suite of products designed to help our clients turn their savings into long-term wealth , including: *A Cash Account that, through our partner banks, offers one of… more
