Vice President, Wealth Management P&A JPMorgan Chase Bank, N.A.Vice President, Wealth Management P&ANew York, NYFull timeOur Financial Planning and Analysis teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. As a Vice President in Wealth Management Planning & Analysis, you will be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making.
Market Supervision Manager Bank of AmericaMarket Supervision ManagerPalo Alto, CaliforniaThe Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Associate Financial Planner RIA RecruitingAssociate Financial PlannerEdina, MN$80,000–$90,000 / yearThe Associate Financial Planner will work closely with Wealth Managers and other team members to prepare financial planning analyses, support client meeting preparation and follow-up, contribute to ongoing planning work, and help improve the systems and processes that support the client experience. The right candidate will be interested in growing into a future client-facing advisory role while developing expertise across retirement planning, tax planning, estate planning, insurance, charitable giving, cash flow planning, investment coordination, and values-based financial decision-making.
Private Banker / Relationship Manager Los Angel Selby Jennings LtdPrivate Banker / Relationship Manager Los AngelLos Angeles, CAThe firm offers a highly entrepreneurial environment, combining the strength and stability of an established global platform with the flexibility for bankers to further develop their client franchise and deliver bespoke wealth management solutions to sophisticated clients. A leading international private bank with a long-standing reputation in wealth management is seeking an experienced Private Banker / Relationship Manager to join its expanding Los Angeles office.
NewProduct Integrations Manager II EnvestnetProduct Integrations Manager IIBerwyn, PA$94,600–$118,300 / yearFull timeEnvestnet’s Open ENV offering extends the availability of Envestnet's solutions, empowering advisors and firms with new opportunities to leverage the complete platform to meet their unique business needs. Open ENV rapidly accelerates the ability to deliver customized implementations through a library of open architecture application programming interfaces (APIs), Single Sign-On, and bulk data delivery.
Relationship Manager Bank of AmericaRelationship ManagerChicago, IllinoisKey responsibilities include 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.
Senior Product Manager - Servicing AI Envestnet IncSenior Product Manager - Servicing AIPABacked 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. As part of this team, you'll work on net‑new, approved product efforts, help shape product strategy from early concept through execution, and contribute to innovative AI use cases that drive meaningful impact for the business and its clients.
Asset and Wealth Management - Software Engineer - Vice Presi GOLDMAN, SACHS & CO.Asset and Wealth Management - Software Engineer - Vice PresiSALT LAKE CITY, UTOur mission is to empower portfolio managers and quantitative researchers by delivering a high-performance research and development environment that supports every stage of the investment lifecycle, from factor research to model development, backtesting, and production deployment. Within Goldman Sachs Asset Management, software engineers are at the heart of our platform, building scalable systems, designing robust frameworks, and delivering high-quality software that drives our business.
NewWealth Management Investment Spec Assistant US BankWealth Management Investment Spec AssistantTempe, AZ$22.50–$30 / hourIn 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. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Sr. Relationship Manager Retirement & Wealth Millennium Trust Company, LLCSr. Relationship Manager Retirement & WealthOak Brook, ILThis role is also responsible for managing our existing institutional relationships, creating strategic plans to expand relationships, completing special projects, creating client communications, coordinating the on-boarding of new large relationships, and working closely with Client Service, Operations, Legal and Technology. The RM will also work closely with the grandfathered accounts, when applicable, and the Sales Managers within their assigned territories to on-board new clients while maintaining and identifying areas of opportunity to retain and grow client relationships.
Wealth Management Advisor - Oak Lawn, IL US BankWealth Management Advisor - Oak Lawn, ILOak Lawn, IL$65,000–$80,200 / yearIn 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. Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools.
Wealth Management Advisor - Aptos, California US BankWealth Management Advisor - Aptos, CaliforniaAptos, CA$65,000–$80,200 / yearIn 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. Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools.
NewAssociate Advisor/Account Manager Vertis WealthAssociate Advisor/Account ManagerChicago, IL$55,000–$70,000 / yearThe ideal candidate will be a client service superstar, effortlessly managing key relationships with clients, vendors, and internal teams (Attorneys, Financial Advisors, and Wealth Managers) while executing daily projects with precision and enthusiasm. We are seeking a charismatic, highly motivated, and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineJersey City, NJDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
NewProduct Integrations Manager II Envestnet IncProduct Integrations Manager IIBerwyn, PA$94,600–$118,300 / yearEnvestnet's Open ENV offering extends the availability of Envestnet''s solutions, empowering advisors and firms with new opportunities to leverage the complete platform to meet their unique business needs. Open ENV rapidly accelerates the ability to deliver customized implementations through a library of open architecture application programming interfaces (APIs), Single Sign-On, and bulk data delivery.
Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - DallasDallas, TXOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, New York, Miami (including Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorNaples, Florida$152,370–$186,230 / yearThe PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. 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.
Lead Product Manager - AI Envestnet IncLead Product Manager - AIBerwyn, PAThe Lead Product Manager will partner closely with Data Product, Data Science, Engineering, and Integrations teams to ensure insights and AI capabilities are scalable, explainable, and consistently applied across Envestnet experiences including the Envestnet Advisor Portal, MoneyGuide, and Tamarac, as well as external platforms such as CRMs, planning, and other fintech providers. Working in close partnership with the Channel Product Management leader, this role defines priorities, drives delivery, and advances horizontal, platform agnostic features embedded across Envestnet applications and partner ecosystems.
Client Relationship Manager FartherClient Relationship ManagerGreensboro, GAManage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.
Relationship Manager & Servicing Advisor Farther Finance Advisors LLCRelationship Manager & Servicing AdvisorScottsdale, AZE3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Farther'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.