Senior Wealth and Trust Advisor Bryn Mawr TrustSenior Wealth and Trust AdvisorPrinceton, New Jersey$133,728–$219,696.75Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization's mission, strategic objectives, and core values. Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
Sr Manager of Software Engineering JPMorgan Chase & CoSr Manager of Software EngineeringBoston, MAPosition Description: 55ip is looking for an experienced software development manager to lead the 55IP platform that forms the backbone of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The candidate will be a motivated and responsible individual; a problem solver; a team player and an empathetic leader; and a proficient software developer, looking to make a significant impact on a fast-growing company.
Operations Manager H Cap ConnectOperations ManagerAvon, OhioThis individual provides day-to-day leadership to the administrative and client service team, establishes priorities, removes obstacles, improves workflows, and promotes accountability across the organization. The Operations Manager is an active leader within the office and plays an important role in supporting employees, coordinating workflow, addressing operational needs, and helping maintain a productive and collaborative work environment.
Senior Wealth Planning Associate Gerber KawasakiSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
Senior Relationship Manager Canadian Imperial Bank of CommerceSenior Relationship ManagerNew York, NY$175,000–$250,000 / yearBusiness Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.
NewMarket Manager Canadian Imperial Bank of CommerceMarket ManagerDenver, CO$175,000–$225,000 / yearCollaborate with internal partners - Partner with CIBC Private Wealth Management Relationship Managers and other team members to achieve ultimate approval for new business and modifications to existing business, including active participation in and adherence to requirements of pre-screen and relationship strategy meetings. Collaborative team player: You have demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high net worth and ultra-high net worth individuals, families and institutions.
Project Manager - Raleigh - Commercial Michael Page USAProject Manager - Raleigh - CommercialRaleigh, NC$110,000–$130,000 / yearFull timeThe successful candidate will play a key role in delivering high-profile projects while gaining exposure to leadership, clients, and significant career advancement opportunities. Contribute to the successful delivery of technically complex projects across healthcare, higher education, life sciences, aviation, industrial, government, and commercial markets.
Relationship Manager- Wealth Management The Vanguard GroupRelationship Manager- Wealth ManagementDallas, Texas3. Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact. 1. Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
Senior Associate of Product, Private Wealth Solutions MSCI IncSenior Associate of Product, Private Wealth SolutionsNew York, NY$146,000–$190,000 / yearWe support the expansion of private markets by bringing to market new products and orchestrating holistic solutions that increase efficiency, optimize investment outcomes, improve investor experiences and strengthen advisory relationships. 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.
VP, Institutional Leader (Wealth Advisors Group) LPL FinancialVP, Institutional Leader (Wealth Advisors Group)A typical day for this leader includes coaching and developing CIS sales managers and relationship managers, engaging Institutional Program Managers and their staff, partnering with sales and acquisition teams on growth strategy, analyzing AUM, revenue, pipeline and retention trends, supporting program launches and pull-through, collaborating with cross-functional partners, and performing the compliance and administrative responsibilities inherent in our industry. The VP, Institutional Leader (Wealth Advisors Group) will lead the Institutional segment / Centralized Investor Services (CIS), with responsibility for strengthening institutional partnerships, driving business growth, retaining assets, and ensuring the successful delivery of new programs across the segment.
Director-Wealth & Retirement Development INTRUST Financial CorpDirector-Wealth & Retirement DevelopmentWichita, KSThe Director serves as a visible leader within INTRUST Bank and the broader community, championing the firm's value proposition, driving organic growth through self-sourced opportunities, and developing team members into confident, high-performing business developers. Effectively manage others by consistently applying INTRUST's supervisor and manager expectations: relationship management; feedback; coaching and development; establishing effective work culture expectations; critical thinking; business acumen; and resource management.
Senior Manager - Investment Management Governance Office - RNDIP/ Reg R City National BankSenior Manager - Investment Management Governance Office - RNDIP/ Reg RNewark, DERemote$157,943–$293,299 / yearWorking within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Banks Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Banks Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. At the direction of the Head of Investment Management Governance act as an intermediary/point person for City National Banks ("CNB's) Investment Management Governance Office, which includes managing the Retail Non-Deposit Investment Products (the "RNDIP") program and Reg R compliance.
Manager, Upstream Oil & Gas FactSet Research Systems IncManager, Upstream Oil & GasLakewood, CO$120,000–$150,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
Content Manager - Corporate Actions FactSetContent Manager - Corporate ActionsNorwalk, Connecticut$96,000–$120,000 / yearAlongside ISO format integration, you will ensure high-quality, accurate corporate actions data reaches clients, develop and optimize workflows, and provide subject matter expertise for internal and external stakeholders. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
NewPrincipal Program Manager FactSetPrincipal Program ManagerNorwalk, ConnecticutYou will own FactSet's end-to-end delivery across multi-workstream programs, providing disciplined governance, proactive risk management, and strategic cross-functional coordination that enables seamless transitions to production and measurable business value for clients. The ideal candidate is highly self-directed, collaborative, and effective at leading through influence in matrixed organizations, with a proven track record delivering enterprise technology programs as a software vendor, consultant, or practitioner within financial services.
Tax Manager (Hybrid) Talley LLPTax Manager (Hybrid)Orange, CAClient service components include managing client relationships in conjunction with a partner on the firm's top clients and as the client service manager on smaller clients; developing proactive, advisory relationships with clients; identification of issues, development of opportunities and assisting clients in IRS risk mitigation and tax reduction strategies. Production components consist of technical skills, including the management of client tax compliance, planning and tax projects; expertise in the processes utilized by the firm in the tax compliance function; project management skills and oversight, including contributions to operating efficiencies; and workflow management.
NewTax Professional/Wealth Advisor JobotTax Professional/Wealth AdvisorAnderson Township, OH$85,000–$120,000 / yearTax Strategy: Lead proactive tax planning efforts, ensuring tax-efficient solutions are seamlessly woven into clients' overall wealth plans (e.g., tax-loss harvesting, Roth conversions, charitable giving strategies). 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.
NewManager, Product Design EPC Eneric PetroleumManager, Product DesignPhoenix, ArizonaExperience leading enterprise SaaS, platform environments, digital transformation, complex workflows, product operating model transformation, DesignOps, research operations, AI-enabled products, automation, or data-rich enterprise experiences. This player-coach role dedicates approximately 60–70% to team leadership, design strategy, governance, stakeholder influence, and capability building, and 30–40% to hands-on discovery, journey framing, design reviews, experience storytelling, and high-impact initiatives.
NewFinancial Services Tax - Real Estate And Infrastructure Transactions Manager PwCFinancial Services Tax - Real Estate And Infrastructure Transactions ManagerMiami, FL$99,000–$266,000 / yearAs a Financial Services Tax - Real Estate and Infrastructure Transactions Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
AWM Operations Management Consultant - Manager PwCAWM Operations Management Consultant - ManagerStamford, CT$99,000–$232,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .