Senior Wealth and Trust Advisor Bryn Mawr TrustSenior Wealth and Trust AdvisorPrinceton, New Jersey$133,728–$219,696.75Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization's mission, strategic objectives, and core values. Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
Senior Wealth Planning Associate Gerber KawasakiSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
Senior Wealth Planning Associate Gerber Kawasaki Wealth & Investment Management IncSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients financial lives.
Business Development Representative - Banking & Wealth Plaid IncBusiness Development Representative - Banking & WealthRaleigh, NCOur thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that dont currently consider themselves to be fintech actually need to operate like one to win. As a New Business Representative for our Banking & Wealth (B&W) segment, youll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target.
Sr Manager of Software Engineering JPMorgan Chase & CoSr Manager of Software EngineeringBoston, MAPosition Description: 55ip is looking for an experienced software development manager to lead the 55IP platform that forms the backbone of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The candidate will be a motivated and responsible individual; a problem solver; a team player and an empathetic leader; and a proficient software developer, looking to make a significant impact on a fast-growing company.
Senior Manager, Software Engineering BetaNXT IncSenior Manager, Software EngineeringBrookfield, WIDemonstrated leadership experience managing blended technical teams of software engineers and operational professionals, including coaching, performance management, and resource planning. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers.
Financial Services - Tax - Wealth and Asset Management - Senior Ernst & Young Global LtdFinancial Services - Tax - Wealth and Asset Management - SeniorNew York, NY$91,100–$150,200 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Senior Relationship Manager Canadian Imperial Bank of CommerceSenior Relationship ManagerNew York, NY$175,000–$250,000 / yearBusiness Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.
Client Advisory Manager Tolleson Wealth ManagementClient Advisory ManagerDallas, TexasAny Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client’s outside advisors (CPA’s, Attorney’s etc.
Wealth Advisory Accountant Lee Hecht HarrisonWealth Advisory AccountantWalnut Creek, CA$145,000–$165,000 / yearThis individual will collaborate closely with Wealth Advisors, Financial Advisors, Certified Public Accountants, Enrolled Agents, Money Managers, investment professionals, estate planning specialists, and client service teams. This Wealth Advisory Accountant will support a relationship-driven organization operating within the wealth management and financial advisory industry, serving individuals, families, executives, and business owners with diverse financial planning needs.
NewMarket Manager Canadian Imperial Bank of CommerceMarket ManagerDenver, CO$175,000–$225,000 / yearCollaborate with internal partners - Partner with CIBC Private Wealth Management Relationship Managers and other team members to achieve ultimate approval for new business and modifications to existing business, including active participation in and adherence to requirements of pre-screen and relationship strategy meetings. Collaborative team player: You have demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high net worth and ultra-high net worth individuals, families and institutions.
Lead Product Manager - Tamarac Envestnet IncLead Product Manager - TamaracRaleigh, NCProduct excellence & communication - Ensure high-quality, consistent product artifacts-including documentation, roadmaps, and feature communications-effectively convey Tamarac's value to internal and external stakeholders across Marketing, Training, Sales, Operations, Legal, and Compliance. Strategic feature definition & prioritization - Lead cross-functional collaboration with engineering, design, technical writing, and business stakeholders to define product priorities and develop clear, scalable feature specifications aligned to Tamarac's long-term roadmap.
Customer Success Manager Nevis WealthCustomer Success ManagerDenver, ColoradoYou’ll thrive here if you are genuinely obsessed with empowering people with elegant, cutting-edge technology and if solving problems for others fast puts a smile on your face at the end of the day. You’ll work directly with some of the most accomplished investment professionals in the world to ensure they can make the most of Nevis, turbocharge their operations and enable them to spend less time at their desk and more with their clients.
Marketing Manager Revolution Group, LLCMarketing ManagerOmaha, NEAs Marketing Manager, you'll own the day-to-day execution of Revolution Group's marketing efforts, working closely with firm leadership and team members across wealth management, tax, and operations. Founded by a former lead strategist for one of the world's richest families, our mission is to fix what's broken in traditional wealth management: lackluster service, generic portfolios, and misaligned priorities.
Wealth Advisor, Investments Centura Wealth AdvisoryWealth Advisor, InvestmentsCentennial, COThe Wealth Advisor, Investments serves as the investment lead within the Diamond Team, responsible for driving Assets Under Management (AUM) growth, portfolio strategy, and ongoing investment management for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Analyze current and prospective client portfolios to identify gaps, risks, and opportunities; develop customized, tax-aware investment strategies aligned with client goals, liquidity needs, and risk tolerance.
Senior Investment Manager Bank of America CorpSenior Investment ManagerChicago, IL$52,000–$96,000 / yearWould act as team CIO leading the investment committee for large teams and working in close partnership with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Senior Product Manager - Servicing AI EnvestnetSenior Product Manager - Servicing AIBerwyn, PAFull timeAs part of this team, you’ll work on net‑new, approved product efforts, help shape product strategy from early concept through execution, and contribute to innovative AI use cases that drive meaningful impact for the business and its clients. This is a highly collaborative, fast‑moving team that partners closely with engineering, design, data, and business stakeholders to deliver intelligent capabilities that improve how services are developed, managed, and scaled.
Content Manager - Corporate Actions FactSetContent Manager - Corporate ActionsNorwalk, Connecticut$96,000–$120,000 / yearAlongside ISO format integration, you will ensure high-quality, accurate corporate actions data reaches clients, develop and optimize workflows, and provide subject matter expertise for internal and external stakeholders. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
NewPrincipal Program Manager FactSetPrincipal Program ManagerNorwalk, ConnecticutYou will own FactSet's end-to-end delivery across multi-workstream programs, providing disciplined governance, proactive risk management, and strategic cross-functional coordination that enables seamless transitions to production and measurable business value for clients. The ideal candidate is highly self-directed, collaborative, and effective at leading through influence in matrixed organizations, with a proven track record delivering enterprise technology programs as a software vendor, consultant, or practitioner within financial services.
Senior Product Manager, Financial Services Cloud Salesforce IncSenior Product Manager, Financial Services CloudSan Francisco, CA$172,500–$260,100 / yearDeeply understand customer problems - partnering with design partners, field teams, and C-suite customers to validate pain points and solution hypotheses before engineering investment is committed. 7+ years of product management experience, with at least 5 years focused on enterprise SaaS and financial services and a proven track record of delivering complex technology products.