Asset & Wealth Management, Real Estate - Loan Asset Management, Vice President - Dallas, TX The Goldman Sachs Group IncAsset & Wealth Management, Real Estate - Loan Asset Management, Vice President - Dallas, TXDallas, TXThe LAM team manages a broad range of commercial real estate loans, including performing and non‑performing senior and junior positions, floating‑rate transitional loans, and complex structured finance investments. As part of one of the world''s leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients.
Asset & Wealth Management, Real Estate - Loan Asset Management, Senior Associate / Junior Vice President The Goldman Sachs Group IncAsset & Wealth Management, Real Estate - Loan Asset Management, Senior Associate / Junior Vice PresidentDallas, TXStrongly Preferred: • Direct experience managing distressed, underperforming, or special situation loans • Experience working with asset management databases and portfolio reporting tools • Prior exposure to loan workouts, modifications, extensions, or resolution strategies • Argus experience a plus, but not required. The LAM team manages a broad range of commercial real estate loans, including performing and non-performing senior and junior positions, floating-rate transitional loans, and complex structured finance investments.
Assurance Senior Manager, Non-Profit bdo consultingAssurance Senior Manager, Non-ProfitNew York, NY$140,000–$165,000 / yearThe role will also advise clients on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating, and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. Additionally, Assurance Senior Manager, Non-Profit will be is a critical part of the offices / region’s Assurance leadership team and will be involved in the direct supervision of numerous staff on various in process engagements, problem resolution and delegation stages of the overall concurrent process audits.
Tax Experienced Manager, Corporate/ASC 740 Focus bdo consultingTax Experienced Manager, Corporate/ASC 740 FocusLos Angeles, CA$136,000–$165,000 / yearThe Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Tax Experienced Manager, Core Tax Services Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Independent Wealth Advisor / Financial Advisor Orion PlacementIndependent Wealth Advisor / Financial AdvisorWilmington, North CarolinaRemoteTo be considered, you must currently manage at least 35,000,000 in portable client assets, be appropriately licensed to act as an Investment Advisor Representative, and be comfortable with a high payout, fee based compensation model rather than a traditional base salary. You will have a flexible, advisor driven schedule, with the ability to work independently and meet clients where it makes the most sense, while maintaining a regular in person presence at the office for collaboration and client meetings.
Wealth Mgmt Bus Process Specialist BOK Financial CorpWealth Mgmt Bus Process SpecialistTulsa, OKThe Wealth Management Business Process Specialist is primarily responsible for assisting with analysis, in-depth testing, implementing, documentation, and deployment of software and procedures which require complex technical and systems knowledge and apply testing for complex projects. This level of knowledge is normally acquired through completion of a Bachelors Degree in Management Information Systems or Computer Science and 2 - 5 years related experience or 5 - 7 years of work related experience, which includes business application support and project understanding.
Wealth Management Planning Team Leader The Guardian Life Insurance Company of AmericaWealth Management Planning Team LeaderNew York, NY$132,420–$217,545 / yearThis role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA).
Senior Private Wealth Strategist Simmons BankSenior Private Wealth StrategistOklahoma City, OKAdministers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships. Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist, Vice President - Chicago The Goldman Sachs Group IncAsset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist, Vice President - ChicagoChicago, IL$100,000–$230,000 / yearAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique.
Wealth Management Associate Raymond James Financial IncWealth Management AssociateBrea, CA$80,000–$110,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James.
Asset & Wealth Management, Product Development - Innovator ETF''s, Vice President - Wheaton IL The Goldman Sachs Group IncAsset & Wealth Management, Product Development - Innovator ETF''s, Vice President - Wheaton ILWheaton, ILAs part of one of the world's leading asset managers with over $3 trillion* in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. The successful candidate will play a key role in leveraging the breadth of investment capabilities, research, and intellectual property available through Goldman Sachs Asset Management (GSAM) and the broader Goldman Sachs platform to develop innovative ETF offerings.
NewAsset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist The Goldman Sachs Group IncAsset & Wealth Management, Client Solutions Group (CSG), Model Portfolio SpecialistChicago, IL$100,000–$230,000 / yearAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique.
Asset & Wealth Management, Product Management, Associate - Albany The Goldman Sachs Group IncAsset & Wealth Management, Product Management, Associate - AlbanyAlbany, NY$60,000–$100,000 / yearAs a pivotal member of our team, you will: Drive Insight: Architect and maintain sophisticated product analytics, dynamic dashboards, and compelling data visualizations using industry-leading tools like Adobe Analytics and Tableau, transforming raw data into actionable product insights. Specifically, through Goldman Sachs Ayco, we partner with Fortune 1000 companies, leveraging over 50 years of expertise to deliver tailored financial planning programs that bring clarity and control to employees'' financial lives.
NewProduct Manager Senior - PNC Wealth Management PNC BankProduct Manager Senior - PNC Wealth ManagementPittsburgh, PennsylvaniaAs a key partner to the advisor organization, this role collaborates with Financial Advisors, Wealth Advisors, and sales leadership to improve usability, drive adoption, and execute effective go‑to‑market strategies, while also supporting relationships with third‑party product partners such as asset management firms offering mutual funds, exchange‑traded funds, and separately managed accounts. This role supports the strategy, development, distribution, and ongoing management of PNC’s investment advisory managed accounts platforms, including PNC Directions, Capital Directions, and Portfolio Solutions, with responsibility across the full product lifecycle—from asset allocation model implementation and platform enhancements to performance reporting, client experience, and regulatory alignment.
Asset & Wealth Management, Defined Contribution/Retirement Consultant Relations (Northeast/Southeast/Midwest Territory), Vice President The Goldman Sachs Group IncAsset & Wealth Management, Defined Contribution/Retirement Consultant Relations (Northeast/Southeast/Midwest Territory), Vice PresidentChicago, ILAs part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Organize research meetings, due diligence reviews, and presentations between dedicated DC investment consultants and GS Research, track and summarize progress with investment consultants, including: • RFI/RFP inclusion, sales opportunities, ratings (informal and formal), and DC market trends.
NewAudit Manager JPMorgan Chase & CoAudit ManagerJersey City, NJAs an Audit Manager within the Private Bank/Wealth Management Solutions Internal Audit team, you will plan and lead audit engagements from inception to reporting, partnering with global colleagues and business stakeholders to strengthen internal controls across our wealth management businesses. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
VP Wealth Advisor Calamos Investments LLCVP Wealth AdvisorChicago, ILSummary of the Role The VP, Wealth Advisor ("WA") serves as the primary point of contact for Calamos Wealth Management ("CWM) clients and acts as a liaison between each client and the Portfolio Management team and the Advanced Wealth Planning & Strategies team. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets.
Asset & Wealth Management, Urban Investment Group, Head of Asset Management, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Urban Investment Group, Head of Asset Management, Vice President - DallasDallas, TXEstablished in 2001, the Urban Investment Group (UIG) within Goldman Sachs Asset & Wealth Management makes domestic tax credit equity investments and loans and provides senior loan facilities in order to empower underserved communities and enable long-term equitable growth, with a primary focus on affordable housing. UIG manages the investing and lending strategies for GS Bank USAs Community Reinvestment Act requirements and the firms investments in Opportunity Zones, and is a significant contributor to the firms One Million Black Women and 10,000 Small Businesses initiatives.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) Prudential Financial IncPGIM Global Wealth - External Wholesaler (OH, KY, and IN)OHPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.
Associate Wealth Advisor (Minneapolis, MN) Mercer AdvisorsAssociate Wealth Advisor (Minneapolis, MN)Minneapolis, Minnesota$102,000–$120,000 / yearThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.