20 Results for

Wealth Manager Jobs in the United States

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Jobs

Senior Relationship Manager (Northeast) Bank Vontobel

New York

For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Senior Relationship Manager (100%) to strengthen our team covering US clients on the Northeast. Extensive experience in private banking, wealth management or a comparable client-facing financial services environment, with a proven track record of attracting, winning and retaining HNW/UHNW clients.

7 days ago

Senior Manager, Cloud Engineering iPipeline

Wayne, Pennsylvania

Full time

Qualifications: Typically requires 12+ years of relevant experience including leadership experience in software engineering, DevOps engineering, platform engineering, cloud architecture, or infrastructure engineering, with at least 3 years in a management role leading teams of engineers. Solid knowledge of AI-enabled platform engineering practices: integrating AI capabilities into CI/CD pipelines (intelligent test selection, AI-powered code review, pipeline failure prediction), IaC workflows (AI-assisted generation and validation), and observability (AI-enhanced anomaly detection).

30+ days ago

Retail Office Manager WSFS Bank

Wilmington, DE

$64,491–$105,949.50 / year

Collaborate Across Services: Partner with wealth advisors, trust officers, and private banking teams to deliver seamless integrated solutions that honor clients’ long-term aspirations. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

30+ days ago

Wealth Management Internship, Summer 2027- Newport Beach, CA (10 Weeks) BMO (Bank of Montreal)

Newport Beach, CA

$50,000–$100,000 / year

Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components. Supports the management & execution of the assigned business/group program or project, including providing input to design, development & execution.

11 days ago

Senior Financial Consultant--Wealth Management (Fairfax/Mclean/Woodbridge/Vienna/Springfield) Atlantic Union Bank

Fairfax, VA

Annually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.

30+ days ago

Senior Financial Consultant--Wealth Management (Warrenton/Middleburg/Front Royal) Atlantic Union Bank

Warrenton, VA

30+ days ago

Senior Product Manager AssetMark, Inc.

Charlotte, NC

$160,000–$180,000 / year

This senior role involves owning the data pipelines for accounts, documents, move money, custodial integration and Directives (aka change orders), defining product roadmaps and vision, and leading cross-functional teams to deliver major product initiatives. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

11 days ago

Client Portfolio Manager AssetMark, Inc.

Charlotte, NC

$140,000–$155,000 / year

Working closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams.

30+ days ago

Market Manager Private Wealth Trust Bok Financial

Denver, CO

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience. You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business.

7 days ago

Senior Wealth Advisor Jobot

Oakbrook Terrace, IL

$150,000–$220,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

12 days ago

Tax Manager Jobot

Dallas, TX

$110,000–$200,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country.

5 days ago

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

New York, NY

$200,000–$260,000 / year
Quick Apply

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

11 days ago

Sr Tax Manager Jobot

Scottsdale, AZ

$130,000–$150,000 / year
Quick Apply

A highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

14 days ago

Office Manager Jobot

El Segundo, CA

$80,000–$100,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A wealth management firm in El Segundo, CA is seeking an Office Manager/ Operations Associate to support day-to-day back-office and client service functions.

14 days ago

Tax Manager (mostly Remote) Jobot

Camp Hill, PA

Remote

$115,000–$160,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.

14 days ago

Senior Manager, Tax Jobot

Northville, MI

$120,000–$170,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values.

14 days ago

Tax Manager - Trust, Estates, Gift Tax Jobot

Miami, FL

$150,000–$180,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

14 days ago

Audit Manager - Public Accounting Jobot

Chambersburg, PA

$120,000–$180,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.

14 days ago

Tax Manager (Hybrid) Jobot

Allentown, PA

$100,000–$135,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our top 100 firm is seeking Job Details: We are a Top 100 CPA firm in the Finance industry seeking an experienced and enthusiastic Tax Manager (or Tax Senior with their CPA ready to take the next step) to join our dynamic team.

14 days ago

REMOTE Tax Manager (International Tax) - Top 100 firm Jobot

Allentown, PA

Remote

$95,000–$150,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.

13 days ago

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Wealth Manager Jobs in the United States

Senior Relationship Manager (Northeast) Bank Vontobel

Senior Manager, Cloud Engineering iPipeline

Retail Office Manager WSFS Bank

Wealth Management Internship, Summer 2027- Newport Beach, CA (10 Weeks) BMO (Bank of Montreal)

Senior Financial Consultant--Wealth Management (Fairfax/Mclean/Woodbridge/Vienna/Springfield) Atlantic Union Bank

Senior Financial Consultant--Wealth Management (Warrenton/Middleburg/Front Royal) Atlantic Union Bank

Senior Product Manager AssetMark, Inc.

Client Portfolio Manager AssetMark, Inc.

Market Manager Private Wealth Trust Bok Financial

Senior Wealth Advisor Jobot

Tax Manager Jobot

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Sr Tax Manager Jobot

Office Manager Jobot

Tax Manager (mostly Remote) Jobot

Senior Manager, Tax Jobot

Tax Manager - Trust, Estates, Gift Tax Jobot

Audit Manager - Public Accounting Jobot

Tax Manager (Hybrid) Jobot

REMOTE Tax Manager (International Tax) - Top 100 firm Jobot

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