Senior Product Manager, Financial Services Cloud Salesforce.com, Inc.Senior Product Manager, Financial Services Cloudpismo beach, 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.
NewWealth Management Assistant Trilogy FinancialWealth Management AssistantCorona, CAAdditionally, the WMA will participate in an 8-week training program designed to teach the end-to-end advisory process and provide hands-on experience with core tools and platforms. Generate revenue by acquiring and onboarding new clients following successful completion of licensures, with a target of $5,000 in self-generated revenue.
NewFamily Office Principal-Tax Manager Bank of AmericaFamily Office Principal-Tax ManagerNew YorkOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. US - NJ - Florham Park - 100 CAMPUS DR (NJ2100), US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100).
Wealth Planning & Investment Analyst Nicolet National BankWealth Planning & Investment AnalystCincinnati, OHWork closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.
Trainee Wealth Management Investment Firm in Stamford, CTTrainee Wealth ManagementStamford, CTFull timeIn this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles.
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorHudson, WIThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Content & Research Manager - Metals & Mining FactSet Research Systems IncContent & Research Manager - Metals & MiningCharlotte, NC$108,000–$135,000 / yearClients 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. You will be expected to stay current on industry developments and news, publish timely and relevant articles and insights tying such developments into FactSet's suite of products, and be ready to both educate the team and help answer external questions.
NewAsset & Wealth Management, Marketing, Advertising Copywriter, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Marketing, Advertising Copywriter, Vice President - New YorkNew York, NY$115,000–$270,000 / yearWe are seeking a strategic and visionary Vice President, Advertising Copywriter with exceptional short-form writing (streaming video, digital display, audio, and social), communication, and leadership skills to join our Creative Services team within Private Wealth Management ("PWM") Marketing. Qualifications: Professional Copywriting Experience: Extensive advertising copywriting experience (typically 8-12+ years) with a strong portfolio showcasing short-form digital display, social media, streaming video, and audio campaigns, including demonstrated leadership on high-visibility creative initiatives.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist BankWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 1. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
NewBlackstone Private Wealth - Client Services, Associate BlackstoneBlackstone Private Wealth - Client Services, AssociateSan Francisco, California$130,000–$175,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
NewBlackstone Private Wealth - Investor Services, Analyst BlackstoneBlackstone Private Wealth - Investor Services, AnalystMiami, Florida$100,000–$130,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.
Sales Manager Tectonic Design BuildSales ManagerBoulder, ColoradoStrategic Partnerships: Develop and nurture high-value partnerships with luxury, wealth managers, architects, and other key stakeholders to generate high-quality referrals, expanding Tectonic’s reach in the high-end residential market and diversifying project opportunities (spec builds). Collaborate with the marketing team to align marketing strategy with sales qualification criteria, ensuring inbound leads are educated, values-aligned, and prepared for Tectonic’s process before entering active sales conversations.
Tax Manager (Hybrid) Talley LLPTax Manager (Hybrid)Orange, CAClient service components include managing client relationships in conjunction with a partner on the firm's top clients and as the client service manager on smaller clients; developing proactive, advisory relationships with clients; identification of issues, development of opportunities and assisting clients in IRS risk mitigation and tax reduction strategies. Production components consist of technical skills, including the management of client tax compliance, planning and tax projects; expertise in the processes utilized by the firm in the tax compliance function; project management skills and oversight, including contributions to operating efficiencies; and workflow management.
Manager, Overlay Trading LPL FinancialManager, Overlay TradingCharlotte, ArizonaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Wealth Advisor Regional Sales Manager - PNC Wealth Management PNC BankWealth Advisor Regional Sales Manager - PNC Wealth ManagementCleveland, OhioThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Portfolio Manager - Private Asset Management TIAAPortfolio Manager - Private Asset ManagementGlendale, AZ$145,000–$175,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
Senior Tax Manager (Partner-Track) - Hybrid Talley LLPSenior Tax Manager (Partner-Track) - HybridOrange, CAFull timeTalley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently.
Corporate Advisory & Banking Relationship Manager Brown Brothers Harriman & CoCorporate Advisory & Banking Relationship ManagerPhiladelphia, PAThe Relationship Manager approaches each client and prospect as a corporate finance generalist bringing knowledge of capital markets, capital structure, merger and acquisitions, industry insights, and commercial lending to the dialogue, taking a long term, strategic perspective. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Manager, Client Relationship Management SS&C Technologies Holdings IncManager, Client Relationship ManagementKansas City, MO$70,000–$130,000 / yearProvide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions. The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention.
J.P. Morgan Advisors - Client Service Group Manager - Vice President, Palm Beach Gardens, FL JPMorgan Chase & CoJ.P. Morgan Advisors - Client Service Group Manager - Vice President, Palm Beach Gardens, FLPalm Beach Gardens, FLMorgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.