2,596 Results for

Wealth Manager Jobs in Taurus, NJ

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Special Assets Associate Stifel Financial Corp

New York, NY

Minimum Required: 2+ years of relevant commercial banking, credit underwriting, credit analysis, or portfolio-management experience and completion of formal commercial credit training or an equivalent structured credit-training program. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

14 days ago

Product Owner - Genai Model Onboarding And RAG Solutions - VP - Citi Wealth Citigroup Inc.

New York, NY

$142,320–$213,480 / year

Position Overview: We are seeking a forward-thinking and technically skilled Product Owner to lead the development and implementation of Generative AI (GenAI) model onboarding and Retrieval-Augmented Generation (RAG) solutions across diverse business use cases. Collaboration and Stakeholder Engagement: Work closely with cross-functional teams, including business leaders, data scientists, and technology teams, to align AI initiatives with organizational objectives.

30+ days ago

Vice President/Senior Vice President, Fund Banking Stifel Financial Corp

New York, NY

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Vice President/Senior Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.

30+ days ago

Senior Fund Banking Executive Assistant Stifel Financial Corp

New York, NY

The Senior Fund Banking Executive Assistant supports Fund Banking leadership, including Managing Directors, by providing advanced executive support and administrative leadership across the Fund Banking organization. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

30+ days ago

Senior Vice President, Chief Privacy Officer LPL Financial Services

New York, NY

$240,000–$290,000 / year

The CPO will partner closely with other Compliance leaders, Enterprise Risk Management, Information Security, Technology, Data Governance, Legal, Internal Audit, and various other business leaders to establish governance frameworks, promote responsible data practices, and strengthen privacy and AI-related risk oversight across the enterprise. The 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.

30+ days ago

Alternative Investments Sales Desk Associate Morgan Stanley

New York, New York

As an expert and trusted resource within the AI Sales team, the AI Sales Associate will act as a contact on the internal sales desk for the respective sales territory and assist in the coordination of all sales efforts for the MSWM Alternative Investments platform, including: hedge funds, private equity, private credit, private real estate funds, managed futures, exchange funds and other Alternative Investment strategies. Our 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.

21 days ago

Director of Engineering, Enterprise Products Docupace Technologies, Inc

This service processes wealth management documents at scale, orchestrates regulated workflows for account opening and advisor transitions, enforces WORM compliance, and integrates Docupace with the industry's major custodians and data providers. You will build and lead high-performing engineering teams, own cross-functional relationships with Product, Compliance, and executive stakeholders, and make the architectural and organizational decisions that determine how Docupace scales over the next decade.

30+ days ago

Staff Software Engineer - Files Platform Addepar, Inc.

$158,000–$248,000 / year

In this role, you''ll tackle challenges at the intersection of distributed systems, event-driven architectures, and enterprise-scale access control - designing solutions that scale from small advisory firms to the largest wealth managers in the world. We want people who are excited by hard distributed systems problems: designing idempotent event-driven pipelines and building infrastructure that handles bursty workloads while meeting strict latency SLAs.

30+ days ago

Vice President, Investor Relations Blue Owl Capital Holdings

New York City, New York

$175,000–$200,000 / year

Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. This individual will drive proactive outreach to Registered Investment Advisors (RIAs), family offices, multifamily offices, private banks, and other wealth intermediaries to educate investors on Blue Owl's business model, growth strategy, financial performance, and investment merits.

30+ days ago

Vice President, Investor Relations Blue Owl Capital Inc

New York City, NY

$175,000–$200,000 / year

30+ days ago

Technical Architect Salesforce Stifel Financial Corp

New York, NY

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Responsible for developing in Apex, Lightning Components, LWC, Lightning Aura, Visualforce, AngularJS, React, AJAX, and other technologies to build customized solutions that support business requirements and drive key business decisions.

3 days ago

Quantitative Execution Researcher Stifel Financial Corp

New York, NY

The Quantitative Execution Researcher works closely with the Electronic Trading team under the direction of the Senior Quantitative Researcher in the development, assessment and management of equity execution models, transaction cost models, and order routing strategies. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

30+ days ago

Salesforce Technical Analyst Stifel Financial Corp

New York, NY

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

13 days ago

Venture Banking Credit Analyst (Summer 2027 Start) Stifel Financial Corp

New York, NY

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

30+ days ago

Hedge Fund Liquid Alternative Specialist II Stifel Financial Corp

New York, NY

The Specialist II, Hedge Funds and Liquid Alternative Investments leads the ongoing due diligence and assists the initial due diligence of liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products. Leads the ongoing due diligence of assigned products, including scheduling and leading quarterly review meetings with product management teams, reviewing product materials to develop follow-up questions and requests for information, and maintaining detailed notes and files.•

30+ days ago

Tax Manager, Family Office Cohen & Company

New York, NY

$80,000–$150,000 / year

Serve as a technical resource on complex individual and family office tax issues, including foreign reporting, international tax compliance, multi-state taxation and coordination across investment partnerships, management companies, and related entities. Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.

23 days ago

Principal Engineer - Ledger Core MSCI Inc

New York, NY

$259,000–$337,000 / year

Because the ledgers correctness surface is small and its blast radius is large, you will define which parts of the core are safe to delegate to agentic implementation against a written invariant, and which parts require a human holding the pen. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.

29 days ago

Asset Product Management Acceleration & User Design Optimization, Vice President JPMorgan Chase Bank, N.A.

New York, NY

Full time

This role will drive evaluating and scaling AI-assisted tools that improve product management and tech workflows and throughput, and utilize AI across our Asset Wealth Management (AWM) Digital, Data, and Distribution (D3) ecosystem to optimize capacity planning and dependency management, to maximize business and P&L impact across our shared roadmaps representing the client, advisor, and marketer personas. Within D3, the Product Optimization team manages the overall Product Operating Model governing agile development and coordination of our D3 products, product governance to senior management, cross-product initiatives spanning multiple product teams, and performance tracking through OKRs and metrics tied closely to business value.

15 days ago

Sr. Manager, Website Operations Betterment Holdings Inc

New York City, NY

$141,500–$162,500 / year

What We're Looking For: This role is for someone who combines attention to detail and strong operational thinking with a focus on outcomes, and is excited to build the systems and processes that help a growing marketing website perform better, scale effectively, and drive business growth. Our Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options.

30+ days ago

Sr. Manager, Licensed Customer Experience Betterment Holdings Inc

New York City, NY

$145,000–$165,000 / year

Our Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options. Your work will have a direct impact on customer satisfaction, retention, revenue from higher-balance clients, and the overall trust customers place in Betterment as their long-term investing partner.

30+ days ago

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Wealth Manager Jobs in Taurus, NJ

Special Assets Associate Stifel Financial Corp

Product Owner - Genai Model Onboarding And RAG Solutions - VP - Citi Wealth Citigroup Inc.

Vice President/Senior Vice President, Fund Banking Stifel Financial Corp

Senior Fund Banking Executive Assistant Stifel Financial Corp

Senior Vice President, Chief Privacy Officer LPL Financial Services

Alternative Investments Sales Desk Associate Morgan Stanley

Director of Engineering, Enterprise Products Docupace Technologies, Inc

Staff Software Engineer - Files Platform Addepar, Inc.

Vice President, Investor Relations Blue Owl Capital Holdings

Vice President, Investor Relations Blue Owl Capital Inc

Technical Architect Salesforce Stifel Financial Corp

Quantitative Execution Researcher Stifel Financial Corp

Salesforce Technical Analyst Stifel Financial Corp

Venture Banking Credit Analyst (Summer 2027 Start) Stifel Financial Corp

Hedge Fund Liquid Alternative Specialist II Stifel Financial Corp

Tax Manager, Family Office Cohen & Company

Principal Engineer - Ledger Core MSCI Inc

Asset Product Management Acceleration & User Design Optimization, Vice President JPMorgan Chase Bank, N.A.

Sr. Manager, Website Operations Betterment Holdings Inc

Sr. Manager, Licensed Customer Experience Betterment Holdings Inc

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