2,552 Results for

Wealth Manager Jobs in Uptown, NJ

Jobs

Technical Manager (50620) Incedo Inc

New Jersey, NJ

Mentor & guide junior team members, review their code, establish quality gates, build & deploy code using CI/CD pipelines, apply secure coding practices, adopt unit-testing frameworks, provide better coverage, etc. Roles & Responsibilities: Writing high quality code, participating in code reviews, designing systems of varying complexity and scope, and creating high quality documents substantiating the architecture.

30+ days ago

Technical Program Manager (50326) Incedo Inc

New Jersey, NJ

30+ days ago

Financial Advisor Relationship Management - Planner CAPTRUST

New Hyde Park, New York

$100,000–$120,000 / year

The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

18 days ago

Relationship Manager, AVP Morgan Stanley

Purchase, NY

$85,000–$140,000 / year

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. A successful candidate must have excellent interpersonal skills, proven problem-solving skills, a strong knowledge of equity compensation and stock plans, and a focus on the challenges that face todays administrators.

10 days ago

Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market Bank of America

Wayne, New Jersey

Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

27 days ago

Wealth Advisor - Northfield Bank LPL Financial Services

East Brunswick, NJ

$70,000–$90,000 / year

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

30+ days ago

Wealth Advisor - Webster Bank LPL Financial Services

Flushing, NY

$66,300–$80,000 / year

30+ days ago

Advisor Desktop Product Owner, Assistant Vice President Morgan Stanley

Purchase, NY

$85,000–$140,000 / year

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. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution.

7 days ago

Sr. Software Engineer - Advisor Experience Addepar, Inc.

New York, NY

$134,000–$209,000 / year

As a Senior Software Engineer with a frontend emphasis, you will be the primary owner of the team's user interface layer - crafting modern, performant, and intuitive experiences that financial advisors rely on daily. You will lead frontend architecture decisions, build and maintain component systems, and collaborate closely with Product Design to translate complex advisor workflows into elegant, accessible interfaces.

30+ days ago

Hybrid Insurance Consultant Covr Financial Technologies LLC

COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. Continuously analyzes data within ones territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly.

30+ days ago

Financial Services, Technology Consulting, Quality Engineering Manager Ernst & Young Global Ltd

New York, NY

$142,600–$261,500 / year

Technical competency experience with Test Strategy & Operating Model Development, Testing Center of Excellence/IT Transformation Program Management, Test Automation Framework Architecture, Agile Test Management, User Acceptance Test Coordination, IT Organizational Change Management, Performance Testing Program Management, Customer Relationship Management, Enterprise Resource Planning, Enterprise Data Management, IT Life cycle Management or IT Delivery Management. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

30+ days ago

Director IDD Invesco

New York City, New York

The role requires a high level of investment acumen to 1) engage with investment teams, 2) develop and maintain a deep understanding of Invesco’s broad product range across asset classes and vehicles (mutual funds, ETFs, SMAs, etc.) and 3) differentiate the product range relative to leading peers on client platforms. As a member of Invesco’s Wealth Management Platform (WMP) team, a Director of Investment Due Diligence is responsible for elevating Invesco’s platform relevance, supporting and defending current product placements, building broader awareness of Invesco’s capabilities, and sharing Invesco’s thought leadership.

30+ days ago

Staff Full-Stack Software Engineer - Advisor Experience Addepar, Inc.

New York, NY

$158,000–$248,000 / year

In this role, you will be the primary technical anchor for new capabilities including Secure Message Center - a compliant messaging experience built into Addepar''s client portal that allows advisors and their clients to communicate directly within the platform. Architect, implement, and maintain full-stack engineering solutions to solve complex problems; write well-designed, efficient, and maintainable code that is scalable and extensible across frontend and backend systems.

30+ days ago

FSO Tax - SALT - Senior Manager Ernst & Young Global Ltd

Freeport, NY

You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations. Aligned to key industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance, consulting, strategy & transactions, and tax services to our clients.

30+ days ago

FSO Tax - SALT - Manager Ernst & Young Global Ltd

Freeport, NY

30+ days ago

Scaling & Insights Program Manager, Institutional Consulting Solutions - Vice President / Executive Director Morgan Stanley

New York, New York

As a key leader on the Scaling, Insights & Execution team, which serves as the Chief Operating Officer group for ICS, you will provide program management and lead select scaling and sales enablement initiatives that support rapid business growth and expansion while thoughtfully managing risk. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business.

8 days ago

Relationship Manager, Business Development - RIA Enterprise Vice President iCapital

New York, NY

$80,000–$100,000 / year

This role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives. This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations.

30+ days ago

Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-BCM Manager Ernst & Young Global Ltd

New York, NY

$90–$120 / hour

As a Seasonal Senior Manager, youll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

30+ days ago

Strategic Account Manager, New York ION Group

New York, NY

$120,000–$150,000 / year

In this role, you’ll operate as an independent, end-to-end owner — partnering with executives, delivery, and engineering teams to protect and expand mission-critical accounts across banking, capital markets, and wealth/asset management. We respect the varied identities, abilities, cultures, and traditions of the individuals who comprise our organization and recognize the value that different backgrounds and points of view bring to our business.

30+ days ago

FSO Financial Accounting Advisory Services - WAM - Manager Ernst & Young Global Ltd

New York, NY

$112,700–$206,500 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Your key role will be to drive growth by developing new and enhancing existing client relationships, lead highly skilled project teams and deliver a first-class customer experience through high profile engagements.

30+ days ago

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Wealth Manager Jobs in Uptown, NJ

Technical Manager (50620) Incedo Inc

Technical Program Manager (50326) Incedo Inc

Financial Advisor Relationship Management - Planner CAPTRUST

Relationship Manager, AVP Morgan Stanley

Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market Bank of America

Wealth Advisor - Northfield Bank LPL Financial Services

Wealth Advisor - Webster Bank LPL Financial Services

Advisor Desktop Product Owner, Assistant Vice President Morgan Stanley

Sr. Software Engineer - Advisor Experience Addepar, Inc.

Hybrid Insurance Consultant Covr Financial Technologies LLC

Financial Services, Technology Consulting, Quality Engineering Manager Ernst & Young Global Ltd

Director IDD Invesco

Staff Full-Stack Software Engineer - Advisor Experience Addepar, Inc.

FSO Tax - SALT - Senior Manager Ernst & Young Global Ltd

FSO Tax - SALT - Manager Ernst & Young Global Ltd

Scaling & Insights Program Manager, Institutional Consulting Solutions - Vice President / Executive Director Morgan Stanley

Relationship Manager, Business Development - RIA Enterprise Vice President iCapital

Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-BCM Manager Ernst & Young Global Ltd

Strategic Account Manager, New York ION Group

FSO Financial Accounting Advisory Services - WAM - Manager Ernst & Young Global Ltd

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