Sales Analytics Product Manager Janus Henderson GroupSales Analytics Product ManagerDenver, CO$145,000–$160,000 / yearPartner with Data Science and Engineering on the agentic pipeline that underpins the product: signal extraction agents that turn unstructured data into structured inputs; a scoring/ranking model that allocates attention across the client universe; a natural-language explanation module that generates a "why now" narrative for each contact; and a next-best-action module that recommends the appropriate engagement step. It combines quantitative holdings and flow data, internal CRM intelligence, and external event signals into a ranked, actionable view of the client universe, extending proven data-driven prioritization from our most mature distribution channel to underserved channels and regions globally.
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.
Senior Manager, Agentic AI Transformation - Banking & Capital Markets Sia Partners SASSenior Manager, Agentic AI Transformation - Banking & Capital MarketsNew York, NY$171,000–$180,000 / yearResponsibilities: Client Advisory & Delivery Leadership: Lead client advisory and end-to-end delivery of complex Agentic AI workflows across Capital Markets, Asset Management, Wealth Management, and Corporate Banking, including multi-agent orchestration, autonomous decision-making loops, and advanced RAG integration, while translating ambiguous institutional challenges into technical requirements, target operating models, solution blueprints, and strategic execution roadmaps, and managing cross-functional teams across business, data science, IT infrastructure, risk, and compliance. AI Governance, Risk & Compliance: Lead AI governance, risk, and compliance for agentic AI deployments by aligning solutions to financial services regulatory expectations, including SR 11-7, OCC guidance, Treasury AI risk management principles, and emerging SEC/EU AI Act requirements, while designing production-grade observability, monitoring, and auditability frameworks to manage non-deterministic behavior, hallucination risk, agent-to-agent interactions, and Model Risk Management validation.
NewFinancial Services Tax - Real Estate and Infrastructure Transactions Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions ManagerNew York, NY$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 .
NewFinancial Services Tax - Real Estate And Infrastructure Transactions Manager PwCFinancial Services Tax - Real Estate And Infrastructure Transactions ManagerNew York, NY$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 .
Associate Wealth Manager Procisive LLCAssociate Wealth ManagerSan Diego, CA$80,000–$105,000 / yearThe Associate Wealth Manager supports client relationships and the delivery of financial strategies across investments, tax, estate, and long-term planning. Work closely with internal team members and external advisors (CPAs, attorneys) to execute client strategies.
J.P. Morgan Wealth Management - Manager, Agility Lead JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Manager, Agility LeadNew York, NYFull timeFluent experience with JIRA, JIRA Align, Confluence, Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Possess excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at various levels within the organization, effectively guiding group discussions and decision-making processes within the domain context.
Wealth Management-Investment Portfolio Manager U.S. BankWealth Management-Investment Portfolio ManagerCincinnati, OhioThe role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management – Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Wealth Relationship Manager - Utica/Clarkson Citigroup IncWealth Relationship Manager - Utica/ClarksonBrooklyn, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Long Island City Citigroup IncWealth Relationship Manager - SAFE ACT - Long Island CityNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act Citigroup IncWealth Relationship Manager SAFE ActLos Angeles, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Northport, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Northport, NYNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - New York Metro Citigroup Inc.Wealth Relationship Manager - New York MetroNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Tax Manager - Private Wealth Deloitte Touche Tohmatsu LtdTax Manager - Private WealthHonolulu, HI$100,350–$205,000 / yearAs a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Senior Manager, Fp&A- Wealth Integrity Marketing GroupSenior Manager, Fp&A- WealthDallas, TXThe Senior Manager will serve as a trusted partner to business leaders, contributing to informed decision-making and operational excellence while modeling Integrity's core values through collaboration, accountability, and service to stakeholders. Analyze actual results against forecasts and budgets to identify trends, risks, and opportunities, and recommend data-driven actions.
Tax Senior Manager, Private Wealth Baker Tilly Virchow KrauseLLPTax Senior Manager, Private WealthSeattle, WA$142,700–$214,030 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filer.
Software Engineering Manager, VP – Private Wealth Technology BlackstoneSoftware Engineering Manager, VP – Private Wealth TechnologyMiami, New YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. This role combines hands-on technical leadership with strategic vision, requiring deep expertise in modern cloud technologies and experience insipiring high-performing engineering teams in a fast-paced financial services environment.
Tax Manager - Private Wealth Baker Tilly Virchow KrauseLLPTax Manager - Private WealthNew York City, NY$126,500–$166,300 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Private Wealth Analyst / Internal Sales Specialist RTW InvestmentsPrivate Wealth Analyst / Internal Sales SpecialistNew YorkDrive Capital Raising: Proactively reach out to wealth managers, private bankers, and financial advisors via email, telephone, and virtual meetings to originate new business and pitch the firm’s hedge fund strategies, warm the market ahead of external sales visits, and progress relationships toward allocation. This is a proactive, inside sales role for a self-starter who owns their coverage universe end-to-end reaching out to advisors ahead of roadshows, managing the pipeline, logging every interaction, and following up with urgency and precision.
Wealth Management Advisor US BankWealth Management AdvisorDelafield, WI$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.