IT Project Manager Financial clientIT Project ManagerJersey City, NJContractorYou will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (such as UiPath, Power Automate, etc. ) and scripting languages (Python, VBA, SQL, etc.). The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions.
Portfolio Manager Apex Clearing CorporationPortfolio ManagerBridgewater, NJThis is an excellent opportunity for a portfolio management professional with 2+ years of experience to join a high-growth initiative at the ground floor, gain exposure to advanced rebalancing and direct indexing technologies, and develop expertise in sub-advisory operations within a regulated fintech environment. As AIM scales from launch with Facet Wealth to managing billions in assets across multiple RIA clients, you will play a key role in building operational excellence and establishing best practices for portfolio management workflows.
Wealth: Sr Portfolio Manager BRC Group Holdings IncWealth: Sr Portfolio ManagerNY$125,000–$175,000 / yearPortfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.
Recruiting Manager - Wealth & Asset Management Northern Trust CorpRecruiting Manager - Wealth & Asset ManagementNY$137,400–$240,400 / yearWe're looking for a people leader who can deliver strong recruiting results, strengthen stakeholder partnerships, and run a disciplined, risk-aware hiring operation-while building a team culture grounded in openness, inclusion, and shared accountability. Build strong partnerships with hiring leaders and HR Business Partners by ensuring recruiters develop deep understanding of their supported businesses, talent markets, and competitive landscape.
Manager - BCG Vantage, Financial Institutions - Wealth Management BCG Digital VenturesManager - BCG Vantage, Financial Institutions - Wealth ManagementNY$136,600–$142,500 / yearTopic Activation (Sector Expertise with Proprietary Tool & Data Solutions) Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients. Additionally, as a Manager - BCG Vantage you will drive development of intellectual property and knowledge assets to support the wealth management business, serving as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area, whilst working with business leaders to drive proposals & go-to-market efforts.
Asset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New YorkNY$125,000–$290,000 / yearAs part of one of the worlds leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. • Analyze client-directed managers that may not be on GSAMs platform, assessing risk characteristics and track record, and advise Portfolio Managers on how to take such managers into consideration when constructing the overall portfolio.
Wealth Market Manager - NYC - Tri-state M&T Bank CorpWealth Market Manager - NYC - Tri-stateNY$192,200–$356,900 / yearEducation and Experience Required: Bachelor's degree and a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years higher education and/or work experience, including a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - BrooklynNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager SAFE Act - North Jersey Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - North JerseyParamus, NJ$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Management Analytics Manager Lord Abbett.comWealth Management Analytics ManagerJersey City, New Jersey$125,000–$140,000 / yearThe position partners closely with wealth management platform managers, wealth management field sales, portfolio specialists, marketing, finance, and technology teams to enable data-driven strategy and execution. Strengthen Strategic Partnerships: Leverage data-driven insights, industry best practices, and home office intelligence to deepen relationships with sales leaders and align with strategic business objectives.
Asset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New YorkNY$125,000–$250,000 / yearAs part of one of the worlds leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance.
NewJ.P. Morgan Wealth Management - Vice President, Lending Solutions Project Manager JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Lending Solutions Project ManagerJersey City, NJAs a Vice President Product Manager for Lending Solutions, you will partner with business and technology teams to define and deliver a product roadmap that enhances the advisor and client lending experience. 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.
J.P. Morgan Wealth Management - Associate Product Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Product ManagerJersey City, NJFull timeAs an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the Wealth Management business lines. The role will partner with other product teams, designers, and technology teams across JPM WM and the broader JPM Chase organization to deliver an intuitive, controlled, and seamless experience for all JPM WM clients and advisors.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineNJDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
Asset & Wealth Management Technology Infrastructure Business Manager, Vice President JPMorgan Chase Bank, N.A.Asset & Wealth Management Technology Infrastructure Business Manager, Vice PresidentJersey City, NJFull timeAs the Business Manager supporting the AWM Infrastructure/Cloud and Architecture platforms, you will will become a key member of two senior Technology management teams, helping their Chief Technology Officers (CTO) successfully execute their annual strategic and budgetary goals. 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.
Private Wealth Client Service Manager Citizens Financial Group IncPrivate Wealth Client Service ManagerNY$110,000–$135,000 / yearHire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.). As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues.
Wealth Relationship Manager -Manhattan Citigroup IncWealth Relationship Manager -ManhattanNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJManager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Technology Audit Manager, Vice President - Asset and Wealth Management JPMorgan Chase Bank, N.A.Technology Audit Manager, Vice President - Asset and Wealth ManagementJersey City, NJFull timeAs a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. 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.
Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate The Goldman Sachs Group IncAsset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, AssociateNY$100,000–$170,000 / yearOur team of client portfolio managers works closely with portfolios managers, salespeople, financial advisors and clients to understand client needs and find and help implement appropriate solutions, provide industry and strategy education and subject matter expertise, develop thought leadership and marketing materials, and develop and implement business strategy. We design and employ highly scalable portfolio management systems to create equity-based strategies including customized direct indexing separate accounts, derivative income ETFs, and exchanges funds.
Wealth Practice Manager, VP State Street CorpWealth Practice Manager, VPClifton, NJ$125,000–$215,000 / yearTheir contributions as expert-level project resources include defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Experience with asset allocation, model management, portfolio construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance, and rebalancing, trading, performance reporting workflows.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Internal Audit, Analytics Solutions Manager - Asset Wealth Management JPMorgan Chase Bank, N.A.Internal Audit, Analytics Solutions Manager - Asset Wealth ManagementJersey City, NJFull timeOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Tax Manager - Wealth Management EP Wealth Advisors LLCTax Manager - Wealth ManagementNYRemote$135,000–$150,000 / yearThis position involves client-facing activities providing comprehensive tax services to existing clients, developing new businesses, and assisting our advisors and financial planning team with strategic tax planning. Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters.
Senior Product Manager (Wealth Management) Publicis Groupe SASenior Product Manager (Wealth Management)NY$128,000–$193,000 / yearOwn product vision and roadmap for Wealth Management platforms, including advisor workflows, client experiences, custodian integrations, and reporting • Act as the wealth domain SME, with strong understanding of advisor-led models, households/accounts, UMA/SMAs, alternatives, and compliance needs • Translate business priorities into clear epics, features, and user stories with strong acceptance criteria • Drive delivery using Agile / Scrum / SAFe, balancing speed, scale, and risk • Partner with engineering and data teams on APIs, data ingestion, reconciliation, and platform modernization • Identify and prioritize AI / GenAI use cases (advisor copilots, insights, automation) with focus on adoption and business impact • Communicate clearly with business and technology leaders, surface risks, dependencies, and trade-offs early. • 8+ years of experience in Wealth Management • Hands-on exposure to advisor platforms, CRM, portals, custodians and wealth reporting • Proven Product Manager / Product Owner experience on complex platforms • Strong working knowledge of Agile delivery • Technically fluent in APIs, data platforms, and cloud concepts (AWS preferred) • Practical exposure to GenAI / AI-enabled workflows in enterprise settings • Strong communication, structured thinking, and executive presence.
Wealth Management - KYC Data Product - Product Manager JPMorgan Chase & CoWealth Management - KYC Data Product - Product ManagerJersey City, NJAs a KYC Data Product Manager (Vice President) in JP Morgan''s Wealth Management division, you will lead the end-to-end strategy, delivery, and operational excellence of KYC data products - from API-based ingestion and integration, through persistence and quality controls, to distribution via batch extracts and GraphQL. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerFlorham Park, NJ$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Wealth Management Tax Services Manager PricewaterhouseCoopers LLPWealth Management Tax Services ManagerNY$99,000–$266,000 / yearAs a Manager you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Early Career Development Program Manager, US Private Bank, Asset & Wealth Management, Senior Assoicate JPMorgan Chase & CoEarly Career Development Program Manager, US Private Bank, Asset & Wealth Management, Senior AssoicateJersey City, NJOur 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. The Analyst & Associate Program Manager position plays a variety of roles including supporting junior talent, coaching, developing, managing key stakeholder relationships, and delivering on overall Program execution.
Asset & Wealth Management Program Manager, Associate JPMorgan Chase & CoAsset & Wealth Management Program Manager, AssociateJersey City, NJThe Analyst & Associate Program Manager position plays a variety of roles including supporting junior talent, coaching, developing, managing key stakeholder relationships, and delivering on overall Program execution. 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.
Relationship Manager, Wealth Advisory Glenmede CorpRelationship Manager, Wealth AdvisoryNY$125,000–$275,000 / yearBy drawing on personal skills and experiences, Glenmede resources and outside advisers, function as a comprehensive Wealth Advisor that can address all areas of wealth management including income, gift and estate taxes, financial and wealth transfer planning, creditor protection, and insurance. OVERVIEW: The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration.
Internal Audit Manager, Vice President - Consumer Community Bank Wealth Management JPMorgan Chase & CoInternal Audit Manager, Vice President - Consumer Community Bank Wealth ManagementJersey City, NJAs an Audit Manager on the Consumer Community Banking, Wealth Management Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums. Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerFlorham Park, NJ$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Director, Wealth Technology Control Manager The Bank of New York Mellon CorpDirector, Wealth Technology Control ManagerNY$130,000–$210,000 / yearAs a senior first line leader, you will work closely with engineering, architecture, cybersecurity, Technology Risk, Compliance and Internal Audit to ensure controls are embedded throughout the Software Development Lifecycle (SDLC), aligned with regulatory expectations, and supported by a culture of ownership and continuous improvement. Demonstrated expertise in performing and leading complex risk assessments that cover SDLC and DevSecOps practices, identity and access management, change and configuration management, vendor integrations, cloud patterns, vulnerability management and operational resilience.
Associate Wealth Management Relationship Manager I Provident Financial Services IncAssociate Wealth Management Relationship Manager IMorristown, NJ$27.90–$34.87 / hourPlease note, the base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This includes: Data gathering and data entry for financial plans including net worth, cash flows, income tax projections, estate flows, retirement and education analysis, etc.
Associate Wealth Management Relationship Manager II Provident Financial Services IncAssociate Wealth Management Relationship Manager IIMorristown, NJ$61,600–$88,000 / yearResponsibilities will include data input into the financial planning software, preparation of planning analysis on subjects such as retirement planning, estate planning, cash flow, education funding, etc., client on-boarding and service requests, client meeting preparation and follow-up, and maintenance of related items in the firm's CRM system. Please note, the base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
Client Service Operations Manager, Neuberger Wealth Neuberger Berman Group LLCClient Service Operations Manager, Neuberger WealthNY$115,000–$125,000 / yearAn employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This is a player/coach role for a hands-on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability.
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New YorkNY$75,000–$125,000 / yearOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Asset & Wealth Management, Quantitative Investment Strategies (QIS), Client Portfolio Manager (CPM), Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Quantitative Investment Strategies (QIS), Client Portfolio Manager (CPM), Vice President - New YorkNY$125,000–$250,000 / yearPreferred Qualifications: Knowledge of Liquid Alternatives, Hedge Fund, and/or Bank QIS derivative strategies, their role in the marketplace and benefits they offer investors Drive to execute a business strategy, achieve milestones, and develop new business opportunities Quantitative mindset with an orientation for precision, clarity, and articulation through comparative statistics and quantitative results Computer programming background (familiarity with a programming language such as Python, Matlab, Java, C / C++) is helpful Excellent verbal, presentation and written communication skills Thrives in a team-oriented and collaborative environment globally Strong sense of personal responsibility to deliver solutions for clients, both internal and external Flexibility and confidence to take on many different types of problems and tasks Outstanding attention to detail, both quantitatively and aesthetically Ability to guide new ideas from a concept to finish Ability to work in a fast-paced environment and think clearly under pressure Intellectual curiosity, creativity, and problem-solving skills. Principal Responsibilities: Serve as a product expert on QIS Liquid Alternative investment products to both internal and external investors Lead client engagement strategy and execution for specific product/client engagements Deliver on investor activity and asset growth objectives Own responsibility for quality and impact of investment content with the purpose of delivering clarity and highlighting QIS Liquid Alternatives products and strategies to investors Develop a strong view of the market and competitive landscape for QIS Liquid Alternatives Strategies Design and execute product campaigns and content Manage business risk through ensuring quality and consistency of investor communication.
Premier Client Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group IncPremier Client Regional Sales Manager - PNC Wealth ManagementNewark, NJ$100,000–$239,200 / yearThis 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.
J.P. Morgan Wealth Management - Vice President, Product Manager, Practice Management JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Product Manager, Practice ManagementJersey City, NJBring your product ownership, analytics, and stakeholder leadership skills to deliver experiences that simplify how advisors manage and expand their practices, while supporting career growth and mobility across JPMorgan Wealth Management with strong benefits and impactful work. By combining technology, data, and business strategy, you will design experiences that simplify how advisors manage and expand their practices while enabling field leadership to coach, measure, and accelerate advisor performance.
Senior Project Manager, Neuberger Wealth Neuberger Berman Group LLCSenior Project Manager, Neuberger WealthNY$150,000–$180,000 / yearLead the design and development of a comprehensive, forward-looking operating model that integrates process improvements, technology enablement, and organizational efficiencies - establishing clearly defined future-state workflows, KPIs, and measurable success criteria to guide execution and accountability. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Asset & Wealth Management - Product Manager, Applied AI & Data Products - Vice President JPMorgan Chase & CoAsset & Wealth Management - Product Manager, Applied AI & Data Products - Vice PresidentJersey City, NJThe Analytics & Applied AI team within the Chief Data & Analytics Office (CDAO) of the Global Private Bank is responsible for unified data products - data products that cut across multiple core data domains - delivered through a multi-pod model and underpinned by the federated data mesh and its distribution points. We're seeking a leader who consistently applies AI and large language model (LLM) tools both in the products they build and in their day-to-day product management practice-using them to speed up discovery, clarify requirements, accelerate prototyping, and streamline delivery, while shipping intelligent, AI-enabled data products.
Asset & Wealth Management Investment Product Operations Business Manager JPMorgan Chase & CoAsset & Wealth Management Investment Product Operations Business ManagerNJThis position will report directly to the Lead Business Manager for Investment Product Operations Business Management with dotted line accountability to the Investment Product Operations leadership team within the Asset & Wealth Management Operations organization. Morgan's Asset & Wealth Management Operations team as a Business Manager, where you'll drive strategic initiatives, optimize global performance, and serve as a trusted advisor to executive leadership.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementRockaway, New JerseyIn 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Regional Director, Private Wealth & Wealth Solutions (External Sales) AssetMark, Inc.Regional Director, Private Wealth & Wealth Solutions (External Sales)NYRemote$180,000–$200,000 / yearDrive adoption of AssetMarks Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position combines business development, relationship management, and consultative sales, working closely with internal sales teams and subject matter specialists to support financial advisors in delivering customized investment and wealth management solutions to their clients.
Global Wealth Management UBS Group AGGlobal Wealth ManagementNJEngage Financial Advisor (FA) teams to explain Investment Manager Analysis (IMA) observations and provide targeted coaching designed to strengthen their investment decision-making and drive improved long-term portfolio outcomes. We're looking for someone who can: Perform and document comprehensive reviews of discretionary investment strategies managed by U.S. Financial Advisors (FAs), with a detailed focus on investment process, dispersion analysis, performance, trading implementation, and related operational controls.
National Accounts Director, Wealth Management Distribution BGC Group IncNational Accounts Director, Wealth Management DistributionNY$100,000–$250,000 / yearThis role is responsible for securing product approvals, achieving model portfolio inclusion, and building strategic relationships with home office relationship management, Offices of the CIO, Alternatives and Public Markets product analysts, and platform decision makers across large intermediary platforms firms, TAMPs, and custodians. The ideal candidate brings established relationships, deep knowledge of platform dynamics, and a proven ability to convert platform access into scalable asset growth, investment research coverage and inclusion into firm-based models.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementNJIn 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.