Assurance Senior Manager, Non-Profit bdo consultingAssurance Senior Manager, Non-ProfitNew York, NY$140,000–$165,000 / yearThe role will also advise clients on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating, and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. Additionally, Assurance Senior Manager, Non-Profit will be is a critical part of the offices / region’s Assurance leadership team and will be involved in the direct supervision of numerous staff on various in process engagements, problem resolution and delegation stages of the overall concurrent process audits.
Tax Experienced Manager, Corporate/ASC 740 Focus bdo consultingTax Experienced Manager, Corporate/ASC 740 FocusLos Angeles, CA$136,000–$165,000 / yearThe Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Tax Experienced Manager, Core Tax Services Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Wealth Mgmt Bus Process Specialist BOK Financial CorpWealth Mgmt Bus Process SpecialistTulsa, OKThe Wealth Management Business Process Specialist is primarily responsible for assisting with analysis, in-depth testing, implementing, documentation, and deployment of software and procedures which require complex technical and systems knowledge and apply testing for complex projects. This level of knowledge is normally acquired through completion of a Bachelors Degree in Management Information Systems or Computer Science and 2 - 5 years related experience or 5 - 7 years of work related experience, which includes business application support and project understanding.
Wealth Management Planning Team Leader The Guardian Life Insurance Company of AmericaWealth Management Planning Team LeaderNew York, NY$132,420–$217,545 / yearThis role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA).
Senior Private Wealth Strategist Simmons BankSenior Private Wealth StrategistOklahoma City, OKAdministers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships. Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
NewProduct Manager Senior - PNC Wealth Management PNC BankProduct Manager Senior - PNC Wealth ManagementPittsburgh, PennsylvaniaAs a key partner to the advisor organization, this role collaborates with Financial Advisors, Wealth Advisors, and sales leadership to improve usability, drive adoption, and execute effective go‑to‑market strategies, while also supporting relationships with third‑party product partners such as asset management firms offering mutual funds, exchange‑traded funds, and separately managed accounts. This role supports the strategy, development, distribution, and ongoing management of PNC’s investment advisory managed accounts platforms, including PNC Directions, Capital Directions, and Portfolio Solutions, with responsibility across the full product lifecycle—from asset allocation model implementation and platform enhancements to performance reporting, client experience, and regulatory alignment.
NewAudit Manager JPMorgan Chase & CoAudit ManagerJersey City, NJAs an Audit Manager within the Private Bank/Wealth Management Solutions Internal Audit team, you will plan and lead audit engagements from inception to reporting, partnering with global colleagues and business stakeholders to strengthen internal controls across our wealth management businesses. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
VP Wealth Advisor Calamos Investments LLCVP Wealth AdvisorChicago, ILSummary of the Role The VP, Wealth Advisor ("WA") serves as the primary point of contact for Calamos Wealth Management ("CWM) clients and acts as a liaison between each client and the Portfolio Management team and the Advanced Wealth Planning & Strategies team. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) Prudential Financial IncPGIM Global Wealth - External Wholesaler (OH, KY, and IN)OHPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.
Client Portfolio Manager - Retail - Wealth Channels (Atlanta) Invesco LtdClient Portfolio Manager - Retail - Wealth Channels (Atlanta)Atlanta, GAKey Responsibilities / Duties: Play a key role in developing opportunities within the wealth channel by working with Invesco distribution teams to educate investment platform gatekeepers including wholesalers, RIAs, ETF Sales, broker-dealers, internal sales and prospects on multi-sector (Core, Core Plus, Short Duration), investment grade and high yield investment strategies. Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Aladdin, Morningstar and other software products and comfortability adopting AI tools to enhance productivity.
Senior Wealth Advisor Satori DigitalSenior Wealth AdvisorIndianapolis, IndianaWe are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. With our target clientele holding $2M+ in investable assets, we’re looking for someone who can both advise and attract clients in this niche segment.
NewSenior Wealth Management Banking Coordinator (SAFE) Wells Fargo BankSenior Wealth Management Banking Coordinator (SAFE)Dallas, TexasThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities.
Wealth Operations Associate Bravera CareersWealth Operations AssociateBismarck, North DakotaHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
Wealth Advisor PNC BankWealth AdvisorCincinnati, OhioPNC 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. 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.
Institutional Wealth Trust Strategist Simmons BankInstitutional Wealth Trust StrategistDallas, TexasAbility to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
J.P. Morgan Wealth Management - Product Delivery Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - Product Delivery AssociateColumbus, OHYour expertise in impact assessment, dependency coordination, execution health monitoring, release readiness, launch planning, and portfolio reporting will ensure the delivery of high-quality products that resonate with clients and foster long-term relationships. As the Product Delivery Senior Associate on the Wealth Account Opening team, you will collaborate closely with product owners, designers, engineers, and other partners to enhance our account opening product that is using by Clients & Advisors.
Sr. Product Manager First AmericanSr. Product ManagerSanta Ana, CaliforniaFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. We are seeking a Senior Product Manager, Wealth Management to lead the Wealth Management Product Team and drive the strategy, roadmap, and execution of technology capabilities supporting wealth management operations, advisors, clients, and internal business partners.
Wealth & Investment Portfolio Manager III Huntington Bancshares IncWealth & Investment Portfolio Manager IIIBirmingham, MIAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Private Wealth Consultant- Western Region Thornburg Investment Management IncPrivate Wealth Consultant- Western RegionCAAdditionally, members of the Private Wealth team will work closely across TIM including, the TIM Investment team, Advisor Solutions Consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year. The PWC will be responsible for positioning Thornburg's mutual funds, SMA products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers focusing on RIA's and Bank Trusts to drive sale growth.
Wealth Advisor/Trust Officer III-Austin Broadway BankWealth Advisor/Trust Officer III-AustinAustin, TXBuild loyalty and drive profitable revenue growth by resolving client concerns, developing, and executing targeted client retention and expansion activities, cultivating new clients, and delivering all aspects of the Broadway Client Experience. Review transactions, including distributions to beneficiaries, security purchases and sales, tax payments, real estate, oil & gas, and expenses, ensuring appropriateness under the terms of the operative document and compliance with OTC requirements.