Client Service Manager Heffernan FinancialClient Service ManagerWalnut Creek, California$90,000–$105,000 / yearThe Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.
Implementation Project Manager - Investment and Asset Management Platforms Cutter Associates, LLCImplementation Project Manager - Investment and Asset Management PlatformsBoston, MARemoteRole Overview: We are hiring an Implementation Project Manager to lead end-to-end implementations of investment management and asset servicing platforms for asset managers, wealth managers, asset owners, and financial institutions. Proven experience leading implementations of investment management platforms such as SimCorp Dimension, Charles River IMS, BlackRock Aladdin, Eagle, Clearwater, SS&C Geneva, Alpha, Bloomberg AIM, or similar solutions.
Manager, Estate Settlement Advisor - Commerce Trust Commerce Bancshares IncManager, Estate Settlement Advisor - Commerce TrustSt. Louis, MO$137,000–$163,000 / yearThis compensation range is for the Manager, Estate Settlement - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The main purpose of this job is to be responsible for leading a team of Estate Settlement Advisors while serving as a senior advisor on complex estate settlement engagements involving high-net-worth and ultra-high-net-worth clients and families.
Multi Asset Class Portfolio Manager Citigroup IncMulti Asset Class Portfolio ManagerNew York, NY$170,000–$300,000 / yearIncludes monitoring asset class exposures relative to target, rebalancing for the latest asset class targets, investing or selling for cash flows, monitoring portfolio implementation and active risk, and corresponding with the sales force on a variety of ad hoc topics. MACS works closely with Citi Wealth's Chief Investment Office (CIO) team and is responsible for the management of full discretion portfolios for thousands of Citi Wealth clients.
Senior Wealth Advisor Citizens & Northern BankSenior Wealth AdvisorLancaster, PAYou will be responsible for: Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.
Wealth Advisor, Investments Centura Wealth AdvisoryWealth Advisor, InvestmentsCentennial, COThe Wealth Advisor, Investments serves as the investment lead within the Diamond Team, responsible for driving Assets Under Management (AUM) growth, portfolio strategy, and ongoing investment management for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Analyze current and prospective client portfolios to identify gaps, risks, and opportunities; develop customized, tax-aware investment strategies aligned with client goals, liquidity needs, and risk tolerance.
Senior Investment Manager Bank of America CorpSenior Investment ManagerChicago, IL$52,000–$96,000 / yearWould act as team CIO leading the investment committee for large teams and working in close partnership with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. 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.
Senior Product Manager - Servicing AI EnvestnetSenior Product Manager - Servicing AIBerwyn, PAFull timeAs 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. This is a highly collaborative, fast‑moving team that partners closely with engineering, design, data, and business stakeholders to deliver intelligent capabilities that improve how services are developed, managed, and scaled.
Director, Wealth Busey BankDirector, WealthGlenview, Illinois$155,000–$215,000 / yearAbility to: • Plan and implement client recognition and prospecting events at the team level• Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand• Comply with, and stay informed of, all Bank and Wealth Management policies and procedures as well as applicable state and federal regulations• Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion• Make strategic and independent decisions for the benefit of the team• Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations• Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required• Education and Training: Bachelor’s degree required. Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prospective clients through a robust growth program; ensuring client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships.
Manager, Estate Settlement Advisor - Commerce Trust Commerce BankManager, Estate Settlement Advisor - Commerce TrustClayton, MO$137,000–$163,000 / yearThis compensation range is for the Manager, Estate Settlement - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The main purpose of this job is to be responsible for leading a team of Estate Settlement Advisors while serving as a senior advisor on complex estate settlement engagements involving high-net-worth and ultra-high-net-worth clients and families.
NewSenior Vice President, Wealth Advisor Truxton Trust CompanySenior Vice President, Wealth AdvisorNashville, TNThis individual is also expected to contribute to the firm's growth by cultivating trusted relationships with clients, prospective clients, and centers of influence, identifying opportunities to deepen existing relationships, and helping attract new client relationships that align with Truxton's culture, capabilities, and long-term vision. In addition to direct client responsibilities, the SVP, Wealth Advisor contributes to the continued development of the advisory platform by sharing knowledge, serving as a resource to colleagues, identifying opportunities for improvement, and helping enhance the quality and consistency of advice delivered across the firm.
Customer Success Manager Nevis WealthCustomer Success ManagerDenver, ColoradoYou’ll thrive here if you are genuinely obsessed with empowering people with elegant, cutting-edge technology and if solving problems for others fast puts a smile on your face at the end of the day. You’ll work directly with some of the most accomplished investment professionals in the world to ensure they can make the most of Nevis, turbocharge their operations and enable them to spend less time at their desk and more with their clients.
Marketing Manager Revolution Group, LLCMarketing ManagerOmaha, NEAs Marketing Manager, you'll own the day-to-day execution of Revolution Group's marketing efforts, working closely with firm leadership and team members across wealth management, tax, and operations. Founded by a former lead strategist for one of the world's richest families, our mission is to fix what's broken in traditional wealth management: lackluster service, generic portfolios, and misaligned priorities.
Wealth Advisor The PNC Financial Services Group IncWealth AdvisorLouisville, KYPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Senior Product Manager, Financial Services Cloud Salesforce IncSenior Product Manager, Financial Services CloudSan Francisco, CA$172,500–$260,100 / yearDeeply understand customer problems - partnering with design partners, field teams, and C-suite customers to validate pain points and solution hypotheses before engineering investment is committed. 7+ years of product management experience, with at least 5 years focused on enterprise SaaS and financial services and a proven track record of delivering complex technology products.
Senior Product Manager, Financial Services Cloud Salesforce.com, Inc.Senior Product Manager, Financial Services Cloudpismo beach, CA$172,500–$260,100 / yearDeeply understand customer problems - partnering with design partners, field teams, and C-suite customers to validate pain points and solution hypotheses before engineering investment is committed. 7+ years of product management experience, with at least 5 years focused on enterprise SaaS and financial services and a proven track record of delivering complex technology products.
NewWealth Management Assistant Trilogy FinancialWealth Management AssistantCorona, CAAdditionally, the WMA will participate in an 8-week training program designed to teach the end-to-end advisory process and provide hands-on experience with core tools and platforms. Generate revenue by acquiring and onboarding new clients following successful completion of licensures, with a target of $5,000 in self-generated revenue.
Senior Audit Manager (Hybrid-Partner Track Opportunity) Talley LLPSenior Audit Manager (Hybrid-Partner Track Opportunity)Orange, CAFull timeTalley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently.
NewFamily Office Principal-Tax Manager Bank of AmericaFamily Office Principal-Tax ManagerNew YorkOur 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. US - NJ - Florham Park - 100 CAMPUS DR (NJ2100), US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100).
J.P. Morgan Wealth Management - Vice President - Product Journey Lead- Online Investing Workplace Strategies JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President - Product Journey Lead- Online Investing Workplace StrategiesNew York, NYFull timeMorgan Wealth Management - Vice President - Product Journey Lead- Online Investing Workplace Strategies The Online Investing Workplace Strategies Team is dedicated to delivering integrated, end-to-end experiences for J.P. 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.