Horace MannNewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Marlton, NJBCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
bdo consultingTax Senior Manager, Partnerships bdo consultingTax Senior Manager, PartnershipsWoodbridge, NJ$99,750–$262,500 / yearAs a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.
bdo consultingAssurance Experienced Manager bdo consultingAssurance Experienced ManagerWoodbridge, NJ$130,000–$160,000 / yearTraditionally responsibilities of the Assurance Experienced Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
bdo consultingAssurance Manager bdo consultingAssurance ManagerWoodbridge, NJ$120,000–$140,000 / yearTraditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Stonex GroupFinancial Operations Associate Stonex GroupFinancial Operations AssociateWarren, NJ$40,000–$43,000 / yearAs a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
New York Life-NJ General OfficeEntry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearThe perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.
JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineJersey City, NJDefine 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.
The Charles Schwab CorpSr. 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.
Thunderhawk Technology Partners LLCProject Manager Wealth Management (AI Focus) Thunderhawk Technology Partners LLCProject Manager Wealth Management (AI Focus)Hamilton, NJThis role will play a key part in driving AI-enabled programs, ensuring alignment across stakeholders, and delivering high-impact solutions in a fast-paced environment. We are seeking an experienced Project Manager with a strong background in Wealth Management to lead strategic initiatives across business and technology teams.
JPMorgan Chase & CoWealth 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.
PricewaterhouseCoopers LLPAsset & 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.
JPMorgan Chase & CoNewInternal 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.
Lord Abbett.comWealth 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.
JPMorgan Chase & CoInternal Audit Manager, Vice President - Wealth Management Operations & Control Management JPMorgan Chase & CoInternal Audit Manager, Vice President - Wealth Management Operations & Control ManagementJersey City, NJAs an Audit Manager, Vice President within the Wealth Management Operations & Control Management Audit team, you will plan and lead audit engagements, oversee and perform audit testing, document audit reports, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. Job Responsibilities: Lead a variety of audit activities (e.g., audits, change activities, regulatory issue validations, risk assessments), including planning, testing, risk and control evaluation, issue dimensioning and report drafting while ensuring audit activities are completed timely and within budget.
Teachers Insurance and Annuity Association of America (TIAA)Senior Director, Wealth Sales and Solutions Coaching Region Manager (New York & Northeast Regions) Teachers Insurance and Annuity Association of America (TIAA)Senior Director, Wealth Sales and Solutions Coaching Region Manager (New York & Northeast Regions)Hackensack, NJ$151,000–$211,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. 7+ years preferred to include: Proven Leadership and Team Management 7+ years of experience leading and developing high-performing teams, with a demonstrated ability to manage performance through structured feedback, coaching, and formal review processes to drive engagement and results.
JPMorgan Chase Bank, N.A.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 Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
Creative Planning IncWealth Manager Creative Planning IncWealth ManagerPrinceton, NJFor more information visit this pdf url : https://creativeplanning.com/wp-content/uploads/2025/11/Wealth-Manager-2025-4.pdf.
The PNC Financial Services Group IncPremier 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.
ITlearn360NewSenior Audit Manager, Asset Wealth Management ITlearn360Senior Audit Manager, Asset Wealth ManagementJersey City, NJ$137,750–$200,000 / yearIdeal applicants should possess over 7 years of relevant experience and a Bachelor's degree, along with knowledge in asset management and regulatory requirements. Competitive pay range of $137,750.00 – $200,000.00 per year with comprehensive benefits is offered.#J-18808-Ljbffr.
Peapack Private Bank & TrustSenior Wealth Planner Peapack Private Bank & TrustSenior Wealth PlannerBedminster, NJFull timeThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services.
Peapack Private Bank & TrustWealth Client Advisor - Family Office Services Team Peapack Private Bank & TrustWealth Client Advisor - Family Office Services TeamMorristown, NJFull timeThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. We are seeking an experienced Client Advisor with demonstrated financial planning and client management experience to join the Family Office team in proactively supporting the complex wealth management needs of our UHNW clients and their families ($25M ).
UBS Group AGGlobal Wealth Management UBS Group AGGlobal Wealth ManagementNewark, NJAs a Client Associate, you'll be a key part of our wealth management team-handling client communications, coordinating daily operations, and helping ensure everything runs smoothly behind the scenes. You'll be working with the Sage Wealth Management Group in Northfield, NJ, supporting Financial Advisors and wealth management clients.
The PNC Financial Services Group IncFinancial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementRockaway, NJIn 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.
Thunderhawk Technology Partners LLCSenior SDET - Wealth Management Thunderhawk Technology Partners LLCSenior SDET - Wealth ManagementHamilton, NJThis role plays a critical part in validating financial data, supporting UAT sign off, and ensuring business readiness across wealth and asset management platforms. seeking a UAT SDET with strong financial domain knowledge, data quality engineering experience, and the ability to partner closely with business stakeholders.
Career Headhunter LLCFINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLCFINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISORBasking Ridge, NJRemoteFull timeThis position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.
Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Morristown (5018) Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Morristown (5018)Morristown, NJ366451true366451falseSubmission for the position Wealth Management Associate - NJ Morristown 5018 - Job Number 2300006Lfalse366451falsetrueWealth Management Associate - NJ Morristown 50182300006LUNITED STATES-NJ-MorristownUNITED STATES-NJ-MorristownEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Woodbridge (5148) Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Woodbridge (5148)woodbridge, NJ396753true396753falseSubmission for the position Wealth Management Associate - NJ Woodbridge 5148 - Job Number 240000PLfalse396753falsetrueWealth Management Associate - NJ Woodbridge 5148240000PLUNITED STATES-NJ-WoodbridgeUNITED STATES-NJ-WoodbridgeEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Equitable Financial Life Insurance CompanyWealth Management Associate- NJ, Wall (5188) Equitable Financial Life Insurance CompanyWealth Management Associate- NJ, Wall (5188)wall, NJ404694true404694falseSubmission for the position Wealth Management Associate- NJ Wall 5188 - Job Number 250000C3false404694falsetrueWealth Management Associate- NJ Wall 5188250000C3UNITED STATES-NJ-WallUNITED STATES-NJ-WallEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Woodbridge (5021) Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Woodbridge (5021)Woodbridge, NJ366631true366631falseSubmission for the position Wealth Management Associate - NJ Woodbridge 5021 - Job Number 23000075false366631falsetrueWealth Management Associate - NJ Woodbridge 502123000075UNITED STATES-NJ-WoodbridgeUNITED STATES-NJ-WoodbridgeEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Edison (3837) Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Edison (3837)Edison, NJ266325true266325falseSubmission for the position Wealth Management Associate - NJ Edison 3837 - Job Number 190001JQfalse266325falsetrueWealth Management Associate - NJ Edison 3837190001JQUNITED STATES-NJ-WoodbridgeUNITED STATES-NJ-WoodbridgeEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Secaucus (3831) Equitable Financial Life Insurance CompanyWealth Management Associate - NJ, Secaucus (3831)Secaucus, NJ258884true258884falseSubmission for the position Wealth Management Associate - NJ Secaucus 3831 - Job Number 19000014false258884falsetrueWealth Management Associate - NJ Secaucus 383119000014UNITED STATES-RemoteUNITED STATES-RemoteEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Citigroup IncTechnical Project Management Head for Wealth Operations Citigroup IncTechnical Project Management Head for Wealth OperationsJersey City, NJ$170,000–$300,000 / yearAs the leader of technical program management at Citi, you will be working with engineering leaders, product management, and cross-functional teams to manage and execute our ambitious product strategy. Demonstrate an ability to identify and act upon unique insights and apply them to solve unmet needs and an expertise leveraging/synthesizing competitor, emerging technology, and other marketplace trends to draw out implications to support the team's overall mission and goals.
Teachers Insurance and Annuity Association of America (TIAA)NewSenior Director, Wealth Management-Roseland, NJ Teachers Insurance and Annuity Association of America (TIAA)Senior Director, Wealth Management-Roseland, NJRoseland, NJ$152,000–$176,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. In 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).
Citigroup IncSenior IT Project Lead for Wealth Investment Solutions Technology Citigroup IncSenior IT Project Lead for Wealth Investment Solutions TechnologyJersey City, NJ$163,600–$245,400 / yearThe ideal candidate will come from an organization with a strong technical program management function and be a visionary leader with deep experience driving technical or engineering programs from ideation to implementation across Investments, Trade, Banking, Lending, Trust, Data, Compliance etc. Reporting to the PM Head for Global Wealth Management Domains, the Technical Program Management Lead is responsible for the delivery on Global Wealth Management strategy for Investments, Trades, Banking, Lending, trust, Data and Compliance.
The PNC Financial Services Group IncNewFinancial Solutions Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Solutions Advisor - PNC Wealth ManagementEdison, NJIn 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.
JPMorgan Chase & CoWealth Management - KYC Data Product - Senior Associate JPMorgan Chase & CoWealth Management - KYC Data Product - Senior AssociateJersey City, NJAs a KYC Data Product Manager (Senior Associate) in JP Morgan''s Wealth Management division, you will own end-to-end delivery of KYC data products-from API ingestion through persistence to distribution via batch 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Statements & Tax - Senior Product Associate JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Statements & Tax - Senior Product AssociateJersey City, NJFull timeAs the Wealth Management Statement Product Owner on the Statements & Tax Product team, you will drive the product roadmap and define specific, measurable OKRs for the product, define and groom product feature requirements through the agile framework, ensure all technology teams are operating efficiently through consist review of agility metrics, manage and prioritize the product's backlog based on a comprehensive feedback solicitation and tracking process, and create and lead a product cabinet to ensure all partners are aware of the product roadmap. The JPMorgan Wealth Management Statements & Tax Product team defines and executes on the strategy for 2 client facing reporting products that impact 5+ million investment account holders and drives a budget of approximately 12 million dollars annually spread across 3 distinct technology teams covering 7 scrum teamJob Description.
State Street CorpSenior Software Engineer - Backend Platforms, Vice President (Wealth Custody & Clearing) State Street CorpSenior Software Engineer - Backend Platforms, Vice President (Wealth Custody & Clearing)Princeton, NJ$120,000–$202,500 / yearAs WC&C continues to scale its digital and cloud native platforms, we are building modern, resilient backend systems that support high volume financial transactions, real-time data access, and regulatory grade controls. State Street's Wealth Custody & Clearing (WC&C) business delivers institutional grade custody, clearing, and platform services to wealth managers, broker dealers, and financial institutions.
MassMutual - NJ/NYCWealth Management Advisor MassMutual - NJ/NYCWealth Management AdvisorWarren, NJAbout Us: MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.
Charles SchwabNewAssociate Wealth Advisor - Schwab Wealth Advisory Charles SchwabAssociate Wealth Advisor - Schwab Wealth AdvisoryJersey City, NJWhat you have Required Qualifications:Active and valid FINRA Series 7Active and valid FINRA Series 66 (may be obtained with a 120-day COE)1-3 years of experience in the financial services industryPreferred Qualifications:Experience servicing high net worth clientsBachelor's DegreeIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.#J-18808-Ljbffr. Schwab Wealth Advisory is 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.
DTCC Digital AssetsWealth Product Management Director DTCC Digital AssetsWealth Product Management Directorjersey city, NJGrowth Strategy Development & Client/Market Engagement: Represent the business with clients and the market, synthesize client feedback to inform product roadmap, support marketing and communications efforts, assess new opportunities, develop strategic programs for growth. Talents Needed for Success: Strong understanding of or experience working in the market infrastructure, including the private markets space (e.g., private equity, hedge funds, real assets) and the associated operational ecosystem.
The PNC Financial Services Group IncWealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementMillburn, NJ$75,000–$125,000 / yearIn 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.
JPMorgan Chase & CoJ.P.Morgan Wealth Management - Private Client Advisor - Cinnaminson, Clementon, Moorestown, Sewell, Voorhees, NJ JPMorgan Chase & CoJ.P.Morgan Wealth Management - Private Client Advisor - Cinnaminson, Clementon, Moorestown, Sewell, Voorhees, NJCinnaminson Township, NJThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair, New JerseyMontclair, NJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Windsor / Franklin Park, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Windsor / Franklin Park, New JerseyWest Windsor, NJThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English PreferredClifton, NJThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Jersey City, New Jersey - Bilingual Spanish/English Preferred JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Jersey City, New Jersey - Bilingual Spanish/English PreferredJersey City, NJFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.