Asset & Wealth Management, MAS, PM Infrastructure and AI Data Strategy, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, MAS, PM Infrastructure and AI Data Strategy, Associate - New YorkNew York, NY$100,000–$160,000 / yearWorking day‑to‑day with Portfolio Managers, Traders, and Risk, you'll profile and map positions, risk, performance, and reference data to close gaps, improve reliability, and prototype scalable AI‑enabled automation that improves investment workflows and client outcomes. Role: As a member of the Multi-Asset Solutions Portfolio Management team, this role sits at the intersection of data, AI, and PM Infrastructure-driving the MAS data strategy while partnering directly with the Head of PM Infrastructure & AI Strategy to deliver core platform builds.
Sr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management Bank of America CorpSr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment ManagementCharlotte, NCCredit Underwriter - Custom Mortgage - Global Wealth & Investment Management Charlotte, North Carolina; Phoenix, Arizona; Tampa, Florida; Houston, Texas; Saint Louis, Missouri Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Performs all underwriting tasks for custom mortgage loan requests to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private Wealth Management and Merrill.
VP, Regional Wealth Management Consultant - Michigan American Century InvestmentsVP, Regional Wealth Management Consultant - MichiganMichigan, NDRemoteThe primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering Michigan. American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals.
Advisor Marketing Manager Farther Finance Advisors LLCAdvisor Marketing ManagerIrving, TXAs an Advisor Marketing Manager, you''ll take ownership of the strategy behind how our advisors build their brands and their books - moving beyond executing requests to setting the direction for how we market at scale. 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.
Advisor Marketing Manager FartherAdvisor Marketing ManagerHybrid - Irving, TXAs an Advisor Marketing Manager, you'll take ownership of the strategy behind how our advisors build their brands and their books — moving beyond executing requests to setting the direction for how we market at scale. 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.
Private Bank Wealth Advisor III Huntington National BankPrivate Bank Wealth Advisor IIICincinnati, OhioAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Senior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerTX$124,000–$335,000 / yearAs an Asset & Wealth Management - Renewable Energy Tax Senior 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. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients.
Wealth Manager Trainee TalentPro RecruitingWealth Manager TraineeSan Diego, CaliforniaThis entry-level position provides a structured training program to help you develop the skills, knowledge, and certifications needed to become a successful Financial Advisor. We are looking for a driven and enthusiastic Wealth Management Trainee to join our team and embark on a rewarding career in financial planning and investment management.
Private Bank Wealth Advisor IV - East Cleveland Huntington National BankPrivate Bank Wealth Advisor IV - East ClevelandBeachwood, OhioAt least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
NewUnion Labor Relations Manager JobotUnion Labor Relations ManagerProvidence, RI$170,000–$200,000 / yearInformation 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. The successful candidate will also oversee the grievance process, working collaboratively to resolve issues in a timely and satisfactory manner that best meets business objectives.
Private Bank Wealth Advisor II Huntington National BankPrivate Bank Wealth Advisor IICharleston, West VirginiaAt least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankPortland, Oregon$68,640–$80,000 / yearRated in Forbes as one of America’s Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Private Bank Wealth Advisor IV Huntington National BankPrivate Bank Wealth Advisor IVChicago, IllinoisAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
NewLabor Relations Manager JobotLabor Relations ManagerProvidence, RI$135,000–$185,000 / yearInformation 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. The successful candidate will also oversee the grievance process, working collaboratively to resolve issues in a timely and satisfactory manner that best meets business objectives.
Private Bank Wealth Advisor III - Winston - Salem Huntington National BankPrivate Bank Wealth Advisor III - Winston - SalemAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
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.
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).
Wealth Management - KYC Data Product - Product Manager JPMorgan Chase & CoWealth Management - KYC Data Product - Product ManagerJersey City, NJAs a KYC Data Product Manager (Vice President) in JP Morgan''s Wealth Management division, you will lead the end-to-end strategy, delivery, and operational excellence of KYC data products - from API-based ingestion and integration, through persistence and quality controls, to distribution via batch extracts and GraphQL. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewMerrill Market Supervision Manager Bank of AmericaMerrill Market Supervision ManagerWashington, PAThe MSM operates with minimal guidance, monitors adherence to policies, acts as the independent voice on risk, supports the company's business objectives, and contributes to branch office profitability by influencing FA business practices in ways that minimize regulatory, financial, and reputational risks. The 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.