Wealth Advisory Accountant Lee Hecht HarrisonWealth Advisory AccountantWalnut Creek, CA$145,000–$165,000 / yearThis individual will collaborate closely with Wealth Advisors, Financial Advisors, Certified Public Accountants, Enrolled Agents, Money Managers, investment professionals, estate planning specialists, and client service teams. This Wealth Advisory Accountant will support a relationship-driven organization operating within the wealth management and financial advisory industry, serving individuals, families, executives, and business owners with diverse financial planning needs.
Lead Product Manager - Tamarac Envestnet IncLead Product Manager - TamaracRaleigh, NCProduct excellence & communication - Ensure high-quality, consistent product artifacts-including documentation, roadmaps, and feature communications-effectively convey Tamarac's value to internal and external stakeholders across Marketing, Training, Sales, Operations, Legal, and Compliance. Strategic feature definition & prioritization - Lead cross-functional collaboration with engineering, design, technical writing, and business stakeholders to define product priorities and develop clear, scalable feature specifications aligned to Tamarac's long-term roadmap.
Consumer Investments Market Leader - Wealth Management Office FSA Bank of AmericaConsumer Investments Market Leader - Wealth Management Office FSASan Jose, CaliforniaUS - CA - Los Angeles - 2029 Century Park E - 2029 Century Park East (CA9803), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 4103 S Western Ave - MARTIN LUTHER KING BC (CA9139), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Ontario - 901 Via Piemonte (CA6540), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - Riverside - 3550 VINE ST - RIVERSIDE GATEWAY (CA6807), US - CA - Sacramento - 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - WA - Seattle - 401 Union St - Rainier Square (WA1510). Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels.
Asset & Wealth Management - Mobile Engineering Lead - iOS/Android - Vice President - Richardson The Goldman Sachs Group IncAsset & Wealth Management - Mobile Engineering Lead - iOS/Android - Vice President - RichardsonRichardson, TXWe''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. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.
Wealth Technology AI and Marketing Group Manager Citigroup IncWealth Technology AI and Marketing Group ManagerIrving, TX$156,160–$234,240 / yearCiti provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. • End-to-End Ownership (Dev & Support): Provide senior leadership for cross-functional teams responsible for both the development of new features and the 24/7 support and stability of the production environment.
Wealth Senior Client Portfolio Manager Wilmington TrustWealth Senior Client Portfolio ManagerRadnor, PennsylvaniaWorks with Investment Advisor to understand objectives, constraints, and tax budget of portfolio and proactively communicates with Investment Advisor, making them aware of trades when they occur, by making critical decisions on how to marry Wilmington Trust’s best thinking with the client’s unique needs. Manage Desktop Managed Equity (DME) accounts by coordinating with Investment Advisor on appropriate tax budget, targeting specific Wilmington Trust Equity strategy, and implementing trades in a timely manner throughout the year in accordance with transition plan.
Tax Services Manager Hub InternationalTax Services ManagerRichmond, VA$130,000–$150,000 / yearHUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Tax Services Manager Hub International InsuranceTax Services ManagerAustin, TexasHUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Business Development Manager – Palisades Centura Wealth AdvisoryBusiness Development Manager – Palisades$121,700–$148,200 / yearIdentify and warm highly qualified clients for wealth and investment management services delivered by Centura Wealth Advisory (CWA), coordinating with CWA advisors on the timing, framing, and introduction of qualified clients to ensure a seamless cross-firm experience. As the Business Development Manager – Casualty Loss, you will own and expand Centura’s Casualty Loss (CCS) lead generation strategy, drive referral activity, and ensure strategic alignment between impacted communities and Centura’s long-term growth objectives.
Asset & Wealth Management - New York - Vice President, External Product Specialist - 4505808 The Goldman Sachs Group IncAsset & Wealth Management - New York - Vice President, External Product Specialist - 4505808New York, NY$179,088–$338,000 / yearHelp lead marketing of alternative investment offerings across GS client segments and regions including managing overall fundraising activity, developing marketing collateral and strategy pitch and engaging advisors and clients by organizing road shows, events, and campaigns. Help establish and manage relationships with external managers, including new product development and coordination of external sales professionals, as well as source and originate new alternative investment offerings to meet client demand and address current market opportunities.
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.
Branch Manager I UMB BankBranch Manager IMinnetonka, MinnesotaThe Branch Manager is the frontline leader for the branch team and sets the tone to ensure our branch associates are eager to assist our customers, ensuring they are delivering on our promise of providing unparalleled customer service all while developing our associates and executing UMB’s retail strategy. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
NewBranch Manager UMB BankBranch ManagerDubuque, IowaThe Branch Manager is the frontline leader for the branch team and sets the tone to ensure our branch associates are eager to assist our customers, ensuring they are delivering on our promise of providing unparalleled customer service all while developing our associates and executing UMB’s retail strategy. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
NewBranch Manager I- $5000 Sign on Bonus UMB BankBranch Manager I- $5000 Sign on BonusWisconsinThe Branch Manager is the frontline leader for the branch team and sets the tone to ensure our branch associates are eager to assist our customers, ensuring they are delivering on our promise of providing unparalleled customer service all while developing our associates and executing UMB’s retail strategy. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Associate, Global Private Wealth, National Accounts - Platform Enablement HarbourVest Partners, LLCAssociate, Global Private Wealth, National Accounts - Platform EnablementBoston, MA$100,000–$110,000 / yearThe National Accounts Associate will collaborate closely with senior team members to assist with day‑to‑day operational workflows related to onboarding new partners and maintaining platform infrastructure, producing high-quality presentation materials, fulfilling RFP/DDQ requests, and coordinating distribution partner activities. The Global Private Wealth National Accounts team is responsible for developing and growing HarbourVest's client base in the wealth channel through new platform relationships and through increased engagement with current clients.
Global Private Wealth - Investor Relations, Platform Enablement Associate HarbourVest Partners LLC.Global Private Wealth - Investor Relations, Platform Enablement AssociateBoston, MA$100,000–$110,000 / yearThe Platform Enablement Associate will collaborate closely with senior team members to assist with day‑to‑day operational workflows related to onboarding new partners and maintaining platform infrastructure, producing high-quality presentation materials, fulfilling RFP/DDQ requests, and coordinating distribution partner activities. The Global Private Wealth National Accounts team is responsible for developing and growing HarbourVest's client base in the wealth channel through new platform relationships and through increased engagement with current clients.
Senior Manager, Marketing Willow WealthSenior Manager, MarketingNew YorkWork closely with CRM, Product, Product Strategy, and customer-facing teams to align lifecycle programs with platform capabilities, product launches, and broader go-to-market moments. Hands-on experience applying agentic AI tools and large language models in a marketing context - including using AI to accelerate campaign production, personalization at scale, and marketing automation.
NewSolutions Marketing Manager, Financial Services Alteryx IncSolutions Marketing Manager, Financial ServicesIllinois, IL$103,000–$135,000 / yearAs the Financial Services Solutions Marketing Manager, you will: Support Financial Services GTM Execution - Help execute the go-to-market strategy for Alteryx's financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions.
Merger & Acquisition Integration - Consulting Senior Manager Plante MoranMerger & Acquisition Integration - Consulting Senior ManagerSouthfield, MI$152,000–$210,000 / yearBut dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.
Manager of Software Engineering - Full Stack JPMorgan Chase & CoManager of Software Engineering - Full StackJersey City, NJLeads team adoption of enterprise-authorized AI-assisted engineering practices and SDLC/TLM automation to improve delivery speed, quality, and operational outcomes, while setting expectations for human validation, secure handling of inputs/outputs, and consistent use of reusable patterns across teams. Experience leading responsible adoption of enterprise-authorized AI-assisted development and delivery tools across engineering teams, including defining ways of working (review/validation expectations), measuring outcomes, and ensuring secure handling of data.