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.
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.
Project Manager | Commercial GC | Profit Sharing & Growth Path Michael Page USAProject Manager | Commercial GC | Profit Sharing & Growth PathMidlothian, VA$100,000–$150,000 / yearFull timeReporting directly to executive leadership, you'll manage projects from start to finish while leading Superintendents and coordinating travel to project sites as needed. Reasons to apply for this Project Manager role: Profit-sharing program for Project Managers with long-term wealth-building potential.
Human Resources Generalist | Wealth Management Threadline WealthHuman Resources Generalist | Wealth ManagementBellevue, WA$85,000–$105,000This role will serve as the primary internal coordinator for payroll administration, recruiting, onboarding/offboarding, employee administration, and HR processes, working closely with firm leadership and the firm’s PEO. We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.
NewSr Data Governance & Data Management Lead — Asset/Wealth Management IDR IncSr Data Governance & Data Management Lead — Asset/Wealth ManagementMalvern, PA$60–$652 / hourIn this role, you will lead enterprise-wide data governance and data management initiatives within the asset/wealth management space, helping drive data quality, consistency, security, and accountability. This is an opportunity to partner closely with business and technology stakeholders to build scalable governance frameworks that support trusted, compliant, and well-managed data assets.
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.
Wealth Banking Services Enterprise Solutions Manager U.S. BancorpWealth Banking Services Enterprise Solutions ManagerCincinnati, OH$126,820–$149,200 / 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. The Enterprise Solutions Manager will play a central role in improving how the business operates, helping to align people, process, and technology to deliver scalable, consistent, and high-quality client outcomes.
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.
Relationship Manager & Servicing Advisor FartherRelationship Manager & Servicing AdvisorRemote in Scottsdale, AZRemoteE3 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.
Key Family Wealth Investment Consultant, Manager KeyCorpKey Family Wealth Investment Consultant, ManagerCleveland, OH$128,000–$268,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework.
FP&A Manager Farther Finance Advisors LLCFP&A ManagerIrving, 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.
Financial Planning & Analysis Manager FartherFinancial Planning & Analysis ManagerDallas, 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.
NewClient Service Associate, Wealth Advisory Glenmede CorpClient Service Associate, Wealth AdvisoryBeachwood, OHOVERVIEW: The primary function of the Client Service Associate is to support designated Relationship Managers in day-to-day client contact, relationship management, trust and investment account administration, compliance requirements, and other functions as required to maintain excellent relationships with clients, external professional advisors and internal business partners. Independently handle certain routine to moderately complex client (internal and/or external clients) matters and undertake research or take needed action to resolve (with guidance from senior officers where appropriate).
Compliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementLos Angeles, CARemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Demonstrated comprehensive knowledge in branch operations, client relationship and risk management with a strong working knowledge of bank back office processes and systems required.
Vice President, Investment and Wealth Solutions Ascensus LLCVice President, Investment and Wealth SolutionsLake Mary, FLResponsible for driving new revenue growth and profitability across the Ascensus platform by optimizing existing asset manager partnerships, driving co-manufacturing and product innovation, and developing wealth solutions that help advisors and partners serve their clients' broader savings and wealth goals beyond the workplace, all in support of partner efforts to drive client expansion. Ability to lead within a tech-enabled business and drive the development of suitable technology solutions and product and services platforms that deliver differentiation in the marketplace and effectuate great outcomes.