Wealth Advisor Wilmington TrustWealth AdvisorPortland, MaineEducation and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Director of Nursing Community Options, Inc.Director of NursingPhiladelphia, PAFull timeStarting pay is $80,000/per year Responsibilities Lead and train teams to support programmatic initiatives, goals, and the unique needs of individuals with intellectual and developmental disabilities. Develop and update nursing care plans and health care plans with an interdisciplinary team to include any concerns, observations, and behavioral developments.
Financial Services - Tax - Wealth and Asset Management - Senior Ernst & Young Global LtdFinancial Services - Tax - Wealth and Asset Management - SeniorNew York, NY$91,100–$150,200 / yearIf 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Wealth Management Advisor I Park National BankWealth Management Advisor ILouisville, KYPart timeAdminister assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc. Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products.
Private Banker / Relationship Manager Miami Selby Jennings LtdPrivate Banker / Relationship Manager MiamiMiami, FLA leading international private bank with a strong reputation in wealth management is seeking an experienced Private Banker / Relationship Manager to join its growing Miami team. The firm is particularly well-positioned to support international, cross-border, and entrepreneurial clients, offering a sophisticated investment platform and a highly client-centric approach.
NewWealth Client Service And Operations Support, AVP State Street CorporationWealth Client Service And Operations Support, AVPBerwyn, PA$80,000–$140,000 / yearProviding managed account servicing will allow the Managed Account Services Group to more fully support institutional clients with wealth management operations, as well as wealth managers themselves, a segment which is strategically important to State Street Wealth Services and Alpha's growth plans. The AVP, Client Service and Operations Support for the Managed Account Servicing business will help grow and lead the outsourced servicing capabilities aimed at institutional asset and wealth managers who provide managed accounts to affluent individuals and family trusts.
Wealth Client Service and Operations Support, AVP State StreetWealth Client Service and Operations Support, AVPQuincy, MassachusettsProviding managed account servicing will allow the Managed Account Services Group to more fully support institutional clients with wealth management operations, as well as wealth managers themselves, a segment which is strategically important to State Street Wealth Services and Alpha’s growth plans. The AVP, Client Service and Operations Support for the Managed Account Servicing business will help grow and lead the outsourced servicing capabilities aimed at institutional asset and wealth managers who provide managed accounts to affluent individuals and family trusts.
Lead Product Manager Envestnet IncLead Product Manager$138,500–$173,100 / yearThe Lead Product Manager will work closely with cross-functional teams, including development and, design teams, and, to lead and deliver innovative products for customers and drive business growth. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
Benefits Manager FartherBenefits ManagerHybrid - Irving, TXFarther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Manager, Data & Context Governance BetaNXT IncManager, Data & Context GovernanceBrookfield, WIWe are seeking a Manager, Data & Context Governance to build and lead a team of data stewards and integration specialists responsible for both traditional data governance and a new, equally critical discipline: context governance - ensuring the information, definitions, and business context that power our AI and LLM-driven systems and products are accurate, complete, and trustworthy. Beyond installing sound governance practice, this Manager is expected to operate as a strategic partner and execution driver across BetaNXT's active data and AI initiatives - working hands-on with project teams to ensure governance is built into delivery from the start, not bolted on afterward.
VP - Product, Wealth Digital Assets Broadridge Financial Solutions IncVP - Product, Wealth Digital AssetsNew York, NY$240,000–$260,000 / yearThis leader will identify market opportunities, define product strategy, and drive the development of innovative, scalable, and compliant digital asset solutions that meet client needs and support business growth, across areas including Digital Transfer Agency and Tokenization. You'll work with cross-functional teams to bring new capabilities to market, solve complex industry challenges, and help define how digital asset solutions evolve in a changing financial and regulatory landscape.
Wealth Operations Business Management Specialist The Toronto-Dominion BankWealth Operations Business Management SpecialistGreenville, SC$91,000–$145,600 / yearLeads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Senior Client Services Account Analyst – Private Wealth and Retirement Hub International InsuranceSenior Client Services Account Analyst – Private Wealth and RetirementWilmington, MassachusettsThe role is responsible for the accurate and timely preparation of plan data — including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs — enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
Senior Client Services Account Analyst - Private Wealth and Retirement Hub International LtdSenior Client Services Account Analyst - Private Wealth and RetirementWilmington, MA$64,285–$114,285 / yearThe role is responsible for the accurate and timely preparation of plan data - including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs - enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Private Wealth Portfolio Strategist Raymond James Financial IncPrivate Wealth Portfolio StrategistSaint Petersburg, FL$35,568–$130,000 / yearIn this position, the candidate will be writing a Municipal Bond Investor Weekly commentary each month targeted to high net worth investors - which is distributed to the firm's financial advisors, posted on the firm's website and shared via social media. We also review existing client / prospect fixed income portfolios to assess credit risk, market risk, reinvestment risk, and interest rate/duration risk, which are topics that candidates must thoroughly understand.
Private Wealth, Portfolio Strategist Real Assets, Vice President Blue Owl Capital Inc.Private Wealth, Portfolio Strategist Real Assets, Vice PresidentNew York City, NY$150,000–$200,000 / yearAnchored 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. Within our Global Private Wealth business, we are seeking a dynamic and highly commercial portfolio strategist to join the Global Portfolio Solutions & Strategy (GPSS) team, based in New York, to drive the growth of our private offerings with many of the largest private banks and wealth management firms in US, EMEA and APAC.
Senior Client Services Account Analyst - Private Wealth And Retirement Hub InternationalSenior Client Services Account Analyst - Private Wealth And RetirementWilmington, MA$64,285–$114,285 / yearThe role is responsible for the accurate and timely preparation of plan data - including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs - enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Product Manager, Tax Information Reporting BetaNXT IncProduct Manager, Tax Information ReportingBrookfield, WIRemoteBetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. Duties and Responsibilities of the Product Manager, Tax Reporting: Monitor and interpret evolving US, foreign, and state tax legislation to communicate impact on current and future products.
EGP - Relationship Manager Bank of AmericaEGP - Relationship ManagerDallas, TexasKey responsibilities include strategic leadership, client impact and accountability for driving measurable business results , serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. 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.
Private Wealth, Relationship Management Associate Blue Owl Capital Inc.Private Wealth, Relationship Management AssociateNew York City, NY$115,000–$125,000 / yearAnchored 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. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.