Institutional Wealth Trust Strategist Simmons BankInstitutional Wealth Trust StrategistDallas, TexasAbility to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Private Wealth Consultant- Western Region Thornburg Investment Management IncPrivate Wealth Consultant- Western RegionCAAdditionally, members of the Private Wealth team will work closely across TIM including, the TIM Investment team, Advisor Solutions Consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year. The PWC will be responsible for positioning Thornburg's mutual funds, SMA products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers focusing on RIA's and Bank Trusts to drive sale growth.
Wealth Advisor/Trust Officer III-Austin Broadway BankWealth Advisor/Trust Officer III-AustinAustin, TXBuild loyalty and drive profitable revenue growth by resolving client concerns, developing, and executing targeted client retention and expansion activities, cultivating new clients, and delivering all aspects of the Broadway Client Experience. Review transactions, including distributions to beneficiaries, security purchases and sales, tax payments, real estate, oil & gas, and expenses, ensuring appropriateness under the terms of the operative document and compliance with OTC requirements.
Sr. Product Manager First AmericanSr. Product ManagerSanta Ana, CaliforniaFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. We are seeking a Senior Product Manager, Wealth Management to lead the Wealth Management Product Team and drive the strategy, roadmap, and execution of technology capabilities supporting wealth management operations, advisors, clients, and internal business partners.
Project Manager - Large Scale Projects - Top ENR GC Michael Page USAProject Manager - Large Scale Projects - Top ENR GCRaleigh, NC$120,000–$165,000 / yearFull timeThe Project Manager will lead large-scale commercial construction projects from preconstruction through closeout, managing budgets, schedules, client relationships, and project teams. This is an excellent opportunity to join a rapidly growing Raleigh operation and work on complex healthcare, higher education, life sciences, aviation, and institutional projects.
NewBranch Manager III Civista BankBranch Manager IIISandusky, OHKey Accountabilities, Responsibilities and Expectations: Daily leadership in team and personal development through coaching, training, and performance evaluations to achieve an exceptional customer experience and meet branch goals. Proactively develop and maintain a portfolio of small business customers through on-site client visits, networking, and active community engagement.
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.
Wealth: Sr Portfolio Manager BRC Group Holdings IncWealth: Sr Portfolio ManagerNY$125,000–$175,000 / yearPortfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.
Portfolio Manager - StoneX Wealth Management StoneX GroupPortfolio Manager - StoneX Wealth ManagementBirmingham, AlabamaInstitutional : Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Portfolio Manager StoneX Wealth Management StoneX Group IncPortfolio Manager StoneX Wealth ManagementBirmingham, ALInstitutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Project Manager - Wealth Management & AI Solutions Tiger Analytics Inc.Project Manager - Wealth Management & AI SolutionsCharlotte, NCGovernance & Stakeholder Management: Ensure project milestones, data models, and functional architectures meet Equitable's business objectives, while managing dependencies such as system access, SME availability, and infrastructure readiness. Project Leadership & Delivery: Manage the end-to-end execution, bridging communication between client executives/sponsors and the Tiger Analytics offshore delivery team (Data Scientists, App Engineers, UI/UX, QA).
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.
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.
Wealth Investment & Portfolio Management Platforms Senior Manager KeyCorpWealth Investment & Portfolio Management Platforms Senior ManagerOHRemote$112,000–$210,000 / yearThe Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings. Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.
Wealth Investment & Portfolio Management Platforms Senior Manager KeyBankWealth Investment & Portfolio Management Platforms Senior ManagerBrooklyn, OhioRemote4910 Tiedeman Road, Brooklyn Ohio The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings. Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.
KPB Wealth Services Sr. Portfolio Manager KeyCorpKPB Wealth Services Sr. Portfolio ManagerOH$80,000–$150,000 / yearIn conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives.
Software Engineering Manager, VP - Private Wealth Technology The Blackstone GroupSoftware Engineering Manager, VP - Private Wealth TechnologyMiami, FL$200,000–$225,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. This role combines hands-on technical leadership with strategic vision, requiring deep expertise in modern cloud technologies and experience insipiring high-performing engineering teams in a fast-paced financial services environment.
Account Manager II, Client Success (Wealth) Fidelity National Information Services IncAccount Manager II, Client Success (Wealth)Brown Deer, WInWhat you will be doing:\n\n Accountable for driving full post-sale client value and operational excellence, acting as liaison between client and product, support, professional services, and sales teams when required\n \n\n Assist in client issue resolution, taking a portfolio-specific lens\n \n\n Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn\n \n\n Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption\n \n\n Build strong relationships with clients, develop success plans, proactively engage across the lifecycle, and enable value realization\n \n\n Responsible for driving product adoption of their specific product "major"\n \n\n Act as a strategic advisor, bringing forward expansion opportunities and insights to EAM and sellers, and influencing product roadmaps based on client feedback\n \n\n Sources and hands off upsell/cross-sell opportunities to sellers\n \n\n Participate in the renewal process and articulate the renewal value story to clients\n \n\n \nWhat you bring:\n\n Experience focused on Wealth\n \n\n 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles\n \n\n Bachelor's degree; relevant previous experience in financial technology services\n \n\n Ability to clearly articulate business value (written/verbal) to various stakeholders within clients' organizations\n \n\n Knowledge of financial technology industry and products, including market trends, challenges, and opportunities\n \n\n Strong analytical skills, including experience with Tableau or similar software, and turning data into insights\n \n\n Strong communication/presentation skills and confidence in all levels of customer engagement/situations\n \n\n Strong leadership and ability to collaborate with cross-functional teams incl. Our benefits include: \n\n Flexible and creative work environment \n \n\n Diverse and collaborative atmosphere \n \n\n Professional and personal development resources \n \n\n* Opportunities to volunteer and support charities \n \n\n \nPrivacy Statement\n \nFIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients.
Senior Manager of Tax Services- Private Wealth Berkowitz Pollack BrantSenior Manager of Tax Services- Private WealthBoca Raton, FloridaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
Summer 2027 KeyBank Wealth Management Internship - Client Support & Experience KeyCorpSummer 2027 KeyBank Wealth Management Internship - Client Support & ExperienceBrooklyn, OHThe Key Wealth Management Client Support & Experience Internship is a 10.5-week, operations- and enablement-focused experience that places the intern behind the scenes of the advisor platform - building the workflows, tools, and coaching infrastructure that allow client-facing teams to deliver a consistent, premium Key Private Bank experience. Map and streamline client-experience workflows across all Key Private Bank (KPB) business lines, identifying friction points where hand-offs between Advisors, Portfolio Managers, Trust Officers, and Planners can be simplified.