SVP / VP Wealth Advisor Compound PlanningSVP / VP Wealth AdvisorWe’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. As a wealth advisor, you’ll work directly with clients collaborating on their most important financial decisions, as well as partner with our technology team to continuously innovate our product roadmap to meet your clients' evolving financial needs.
VP, Portfolio Relationship Manager, CRE & LIHTC Loans Banc of CaliforniaVP, Portfolio Relationship Manager, CRE & LIHTC LoansLos Angeles, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Wealth Management Solutions, Trust & Estates, Trust Administrator - VP JPMorgan Chase & CoWealth Management Solutions, Trust & Estates, Trust Administrator - VPGreenwich, CTTrust Administrative Officers must actively participate in dealing with interested parties and develop relationships with income beneficiaries, co-trustees and intermediaries in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities.
NewAlternative Fund Services - Vice President JPMorgan Chase & CoAlternative Fund Services - Vice PresidentBoston, MAMorgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
VP, Commercial Loan Servicing Manager Banc of CaliforniaVP, Commercial Loan Servicing ManagerSanta Ana, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Advanced math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
AI Systems Design Architect, Vice President State StreetAI Systems Design Architect, Vice PresidentQuincy, Massachusetts$120,000–$217,500 / yearThis role will shape modernization priorities, represent Architecture in senior leadership and governance forums, and ensure AI systems are designed for security, resiliency, compliance, interoperability, and long-term scalability. Own and drive enterprise-wide AI system architecture strategy across the full GenAI platform stack, including shared services, orchestration layers, model integration, APIs, data flows, and downstream enterprise systems.
Head Of Content Operations, VP I - State Street Investment Management State Street CorporationHead Of Content Operations, VP I - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearCollaborate with cross-functional teams to improve and align workflows across AEM, Workfront, and Smartsheet, supporting intake, tracking, review, and delivery processes. This is a hands-on, execution-oriented role centered on content governance, workflow design, taxonomy, operational agility, content UX enablement, and platform alignment-not content strategy or creative direction.
Senior Counsel, VP – Wealth Services Legal State StreetSenior Counsel, VP – Wealth Services LegalBoston, Massachusetts$120,000–$217,500 / yearStrategic legal advisor with exceptional analytical and communication skills, translating complex and evolving regulatory frameworks into practical, commercially aligned guidance and influencing senior business leaders and non-legal stakeholders. Reporting to the SVP, Head of Alpha and Wealth Services Legal, this role serves as the primary subject matter expert and strategic legal advisor for the firm’s retail brokerage activities, a core component of State Street’s Wealth strategy.
Sr. Compliance Tech. Business Analyst, Vice President, Onsite State Street CorporationSr. Compliance Tech. Business Analyst, Vice President, OnsiteBoston, MA$110,000–$188,750 / yearDeep sanctions screening domain expertise- Thorough understanding of end-to-end entity and transaction screening workflows, including OFAC/EU/UN sanctions regimes, watchlist management, alert disposition, tuning/calibration, and false positive reduction strategies. This person will liaise with program leadership, Financial Crime Compliance (FCC) business partners, operations, and globally distributed engineering teams to ensure the next generation platform meets compliance, operational, and technology objectives.
Head of Content Operations, VP I - State Street Investment Management State StreetHead of Content Operations, VP I - State Street Investment ManagementBoston, Massachusetts$110,000–$188,750 / yearCollaborate with cross-functional teams to improve and align workflows across AEM, Workfront, and Smartsheet, supporting intake, tracking, review, and delivery processes. This is a hands-on, execution-oriented role centered on content governance, workflow design, taxonomy, operational agility, content UX enablement, and platform alignment—not content strategy or creative direction.
Head of Content Operation, VP I - State Street Investment Management State Street CorpHead of Content Operation, VP I - State Street Investment ManagementBoston, MAThis is a hands-on, execution-oriented role centered on content governance, workflow design, taxonomy, operational agility, content UX enablement, and platform alignment-not content strategy or creative direction. This role helps ensure content can scale efficiently without increasing risk, enabling teams to deliver timely, compliant, high-quality, engaging content across global channels.
T26-9082; IT Business Analysis, VP State Street CorpT26-9082; IT Business Analysis, VPBoston, MA$110,000–$188,750 / yearDeep sanctions screening domain expertise - Thorough understanding of end-to-end entity and transaction screening workflows, including OFAC/EU/UN sanctions regimes, watchlist management, alert disposition, tuning/calibration, and false positive reduction strategies. This person will liaise with program leadership, Financial Crime Compliance (FCC) business partners, operations, and globally distributed engineering teams to ensure the next generation platform meets compliance, operational, and technology objectives.
Senior Legal Counsel, Vice President - Wealth, Custody & Clearing - Retail Brokerage State Street CorpSenior Legal Counsel, Vice President - Wealth, Custody & Clearing - Retail BrokerageBoston, MA$120,000–$217,500 / yearReporting to the SVP, Head of Alpha and Wealth Services Legal, this role serves as the primary subject matter expert and strategic legal advisor for the firm's retail brokerage activities, a core component of State Street's Wealth strategy. Keen understanding of market practice impacting the business lines in the relevant jurisdictions and ability to work with business units to achieve practical solutions within applicable regulatory and risk parameters.
Senior Counsel, VP - Wealth Services Legal State Street CorporationSenior Counsel, VP - Wealth Services LegalBoston, MA$120,000–$217,500 / yearStrategic legal advisor with exceptional analytical and communication skills, translating complex and evolving regulatory frameworks into practical, commercially aligned guidance and influencing senior business leaders and non-legal stakeholders. Reporting to the SVP, Head of Alpha and Wealth Services Legal, this role serves as the primary subject matter expert and strategic legal advisor for the firm's retail brokerage activities, a core component of State Street's Wealth strategy.
Estate Administrator - VP JPMorgan Chase & CoEstate Administrator - VPDallas, TXMorgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Relationship Executive (CRE) - Tech, Media & Telecomm (TMT) /Tech Sector - Semiconductor/Hardware - Sales Vice President, Strategic Relationship Management DeloitteClient Relationship Executive (CRE) - Tech, Media & Telecomm (TMT) /Tech Sector - Semiconductor/Hardware - Sales Vice President, Strategic Relationship ManagementSan Francisco, CAFull timeDemonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace. Proven track record in selling and/or delivering consulting, tax and advisory services to technology clients, with deep experience serving semiconductor, storage hardware, and related high-growth technology companies.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionSan Francisco, CA$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Vice President, Financial Planning Director - Mid America Region Morgan StanleyVice President, Financial Planning Director - Mid America RegionChicago, IL$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Vice President, Financial Planning Director (Southeast Region) Morgan StanleyVice President, Financial Planning Director (Southeast Region)Baltimore, MD$140,000–$160,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients.
Vice President, Financial Planning Director - Northeast Region Morgan StanleyVice President, Financial Planning Director - Northeast RegionNew YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.