Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group LLCSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Client Service Manager (On-site) Wealth Enhancement Group LLCClient Service Manager (On-site)Overland Park, KS$70,000–$80,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers (follow-up component).
Client Service Manager Wealth Enhancement Group LLCClient Service ManagerJacksonville, FL$55,000–$75,000 / yearWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Wealth Management Analytics Manager Selby Jennings LtdWealth Management Analytics ManagerJersey City, NJ5+ years of experience in analytics, business intelligence, or data strategy within asset management or financial services; wealth management experience preferred. Leverage data-driven insights and market intelligence to strengthen business partnerships and support strategic initiatives.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Tax Manager, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office, Tax Manager, Vice President - DallasDallas, TXThe Goldman Partner Office (GPO) planning team are experts at delivering complex and customized tax compliance and planning solutions, including US individual income tax projections, Form 1040 filings, tax computations, and quarterly provisions, to meet the needs of our sophisticated clientele of current and former Goldman Sachs Partners and their families. Analyze and review US Individual Income tax returns (Form 1040) with foreign filings, Expat Taxation, amendments, and correspondence; respond accurately to communications received from various tax authorities.
Lead Product Manager - Tamarac Envestnet IncLead Product Manager - TamaracBerwyn, PAProduct 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.
Wealth Technology AI and Marketing Group Manager Citigroup IncWealth Technology AI and Marketing Group ManagerIrving, TX$156,160–$234,240 / yearCiti provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. • End-to-End Ownership (Dev & Support): Provide senior leadership for cross-functional teams responsible for both the development of new features and the 24/7 support and stability of the production environment.
Private Wealth Advisor - Finemark Commerce BankPrivate Wealth Advisor - FinemarkEstero, FLLead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs. The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts.
Business Strategy Wealth Management Operations - Vice President JPMorgan Chase & CoBusiness Strategy Wealth Management Operations - Vice PresidentNewark, DEAs a trusted advisor to the Head of Trusts & Estates and Tax Operations (TETO), you will influence key decisions, collaborate with top leaders, and make a visible difference in the success of the Trusts & Estates and Tax Operations (TETO) organization. As a Vice President of Business Management within the Trusts & Estates and Tax Operations (TETO) team, you play a pivotal role in shaping strategic initiatives and supporting leadership to achieve business goals.
Asset & Wealth Management, Wealth Management Product Manager (Analytics), Analyst - Dallas, TX The Goldman Sachs Group IncAsset & Wealth Management, Wealth Management Product Manager (Analytics), Analyst - Dallas, TXDallas, TXAs a pivotal member of our team, you will: Drive Insight: Architect and maintain sophisticated product analytics, dynamic dashboards, and compelling data visualizations using industry-leading tools like Adobe Analytics and Tableau, transforming raw data into actionable product insights. Forge Connections: Collaborate seamlessly with Product, Marketing, Technology, and other cross-functional teams to integrate diverse data sources, building a comprehensive 360-degree view of client interactions and journeys.
Head of Wealth Management Communications The Guardian Life Insurance Company of AmericaHead of Wealth Management CommunicationsNew York, NY$155,370–$255,255 / yearThis preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers Develop and execute an integrated communications strategy that meaningfully impacts growth and transformation goals across our Individual Markets business, responsible for a unique audience mix including colleagues as well as our field channel.
Custodian Relationship Manager Vestmark, Inc.Custodian Relationship ManagerBoston, MARemote$110,000–$140,000 / yearCapture custodian-specific nuances — including lot selection methods, COAC authority settings, dividend payment configurations, proxy voting setup, and prime brokerage enrollment steps — so that Vestmark has a single source of truth across the organization when onboarding new clients. Drive initiatives that reduce advisor friction at go-live — including IP whitelisting, user provisioning, account feed validation, and access to the Service Request Portal — so advisors can focus on managing client portfolios rather than navigating operational hurdles.
Investment Analyst | Wealth Management Threadline WealthInvestment Analyst | Wealth ManagementBellevue, WA$81,000–$100,000This role is responsible for producing accurate and timely investment materials, maintaining organized and reliable investment data and documentation, coordinating due diligence activities, and responding to information requests from advisors and other internal stakeholders. It provides meaningful exposure to portfolio management, investment research, alternative investments, manager due diligence, and advisor-facing investment communications.
Senior Wealth Advisor ($200,000 - $400,000+) Guerra Wealth AdvisorsSenior Wealth Advisor ($200,000 - $400,000+)Miami, FLFull timeIf you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors’ most valued clients. The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships.
Branch Manager I UMB BankBranch Manager IMinnetonka, MinnesotaThe Branch Manager is the frontline leader for the branch team and sets the tone to ensure our branch associates are eager to assist our customers, ensuring they are delivering on our promise of providing unparalleled customer service all while developing our associates and executing UMB’s retail strategy. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
NewBranch Manager I- $5000 Sign on Bonus UMB BankBranch Manager I- $5000 Sign on BonusNew MexicoThe Branch Manager is the frontline leader for the branch team and sets the tone to ensure our branch associates are eager to assist our customers, ensuring they are delivering on our promise of providing unparalleled customer service all while developing our associates and executing UMB’s retail strategy. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
NewBranch Manager UMB BankBranch ManagerDubuque, IowaThe Branch Manager is the frontline leader for the branch team and sets the tone to ensure our branch associates are eager to assist our customers, ensuring they are delivering on our promise of providing unparalleled customer service all while developing our associates and executing UMB’s retail strategy. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Client Portfolio Manager Asset MarkClient Portfolio ManagerCharlotte, NC$140,000–$155,000 / yearWorking closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams.
Operations Manager LPL Financial Holdings IncOperations ManagerAustin, TX$72,203–$120,407 / yearThe 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.
Business Development Manager Casualty Loss Centura Wealth AdvisoryBusiness Development Manager Casualty LossCentennial, COIdentify and warm highly qualified clients for wealth and investment management services delivered by Centura Wealth Advisory (CWA), coordinating with CWA advisors on the timing, framing, and introduction of qualified clients to ensure a seamless cross-firm experience. As the Business Development Manager Casualty Loss, you will own and expand Centuras Casualty Loss (CCS) lead generation strategy, drive referral activity, and ensure strategic alignment between impacted communities and Centuras long-term growth objectives.