Senior Wealth Manager

Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

Job SummaryJob DescriptionWhat is the opportunity? RBC is looking to hire a Chief Compliance Officer (CCO) for the US Wealth Management platform, which includes direct oversight responsibility for the asset management compliance function. The CCO will have responsibility for overseeing regulatory compliance management practices, including regulatory change...

Job SummaryGroup Risk Management is responsible for providing independent and objective oversight of the management of significant risks arising from RBC's businesses and operations, supported by comprehensive risk management frameworks, policies and practices, robust risk management systems, and experienced professionals. Key internal and external...

Job SummaryJob DescriptionWhat is the opportunity?RBC is looking to hire a Chief Compliance Officer (CCO) for the US Wealth Management platform, which includes direct oversight responsibility for the asset management compliance function.  The CCO will have responsibility for overseeing regulatory compliance management practices, including regulatory change...

Job SummaryJob DescriptionWhat is the opportunity?You will contribute to the holistic planning of our Private Client Group (PCG) by partnering with RBC Financial Advisors and Wealth Strategists to leverage their time, talents and resources in gathering and maintaining assets of high net worth clients. Through the RBC planning process, you will provide expert...

Job Summary Job Description What is the opportunity? As the Head of Wealth Management (WM) US Litigation, you will have responsibility and accountability for overseeing and managing pending and actual litigation and regulatory matters for RBC's US Wealth Management business segment on an individual and portfolio basis. Managing this function includes...

Job DescriptionWhat is the opportunity?As the Head of Wealth Management (WM) US Litigation, you will have responsibility and accountability for overseeing and managing pending and actual litigation and regulatory matters for our client’s US Wealth Management business segment on an individual and portfolio basis. Managing this function includes providing...

Our purpose is to provide industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.The Senior Project Manager role involves developing project proposals that address goals, timeframes, methodology, and staffing requirements for projects with an information technology impact.The Senior IT Project Manager's work is generally...

SENIOR BUSINESS ANALYST 12 MONTHS CONTRACT + 24 MONTHS EXT MINNEAPOLIS, MINNESOTA NEED LOCAL PROFILES ONLY HYBRID (2 DAYS/WEEK) VISA- NO CPT/H1B Intro Client is currently seeking highly skilled and experienced Senior Business Analysts for their Wealth Management Technology Solutions department. The ideal candidate will have a strong background in Wealth...

Job Description SNI Financial has partnered with our Minneapolis client searching for a Tax Senior to provide compliance, planning and strategy for over 20 family members and their businesses. Great opportunity to work for a well-known multi-generation family and its real estate businesses and charitable initiatives! The Head of Tax has a great reputation...

Job Description SNI Financial has partnered with our Minneapolis client searching for a Tax Senior to provide compliance, planning and strategy for over 20 family members and their businesses. Great opportunity to work for a well-known multi-generation family and its real estate businesses and charitable initiatives! The Head of Tax has a great reputation...

Job SummaryProvides small business tax, accounting and consulting services to the growing suite of existing and new small business clients. Applies complete knowledge, skills, and practices to perform assignments.Job DescriptionAddresses client questions and billing inquires related to accounting.Provides appropriate financial solutions to clients in order...

Fricke Recruiting Services - New CFA Candidate We Recruit CFAs - Need to hire an Exceptional CFA CFA Investment Analyst & Accountant Candidate Seeking Titles: Analyst, Associate, Investment accountant, accounting manager, controller, wealth management advisor, investment analyst Solid knowledge in Valuation, Pricing and Risk Management Great Financial...

Job SummaryJob DescriptionWhat is the opportunity?The Notification and Responses team is undertaking a complex initiative as part of RBC's ongoing plan to modernize our tech stack to deliver notifications to our Financial Advisors within the US Wealth Management organization. In this role you will be responsible for strategically planning and managing...

Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees who have the drive to continue that mission. The Role: We are seeking a Senior Manager of SEC Reporting to join our team. Responsible for supporting the preparation of SEC filings, research and compliance on SEC and GAAP reporting...

Job SummaryJob DescriptionWhat is the opportunity? RBC is looking to hire a Chief Compliance Officer (CCO) for the US Wealth Management platform, which includes direct oversight responsibility for the asset management compliance function. The CCO will have responsibility for overseeing regulatory compliance management practices, including regulatory change...

Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees who have the drive to continue that mission. The Role: We are seeking a Senior Manager of SEC Reporting to join our team. Responsible for supporting the preparation of SEC filings, research and compliance on SEC and GAAP reporting...

Riverlink is working with a reputable financial services firm dedicated to exceptional wealth management. They prioritize ethical practices and client-centric service. Join their dynamic team focused on achieving financial goals. Position Overview: Support Private Wealth Managers in maintaining client relationships, conducting research, and leading projects....

Riverlink is working with a reputable financial services firm dedicated to exceptional wealth management. They prioritize ethical practices and client-centric service. Join their dynamic team focused on achieving financial goals. Position Overview: Support Private Wealth Managers in maintaining client relationships, conducting research, and leading projects....

Senior Living Community - Looking for a job where you can make a difference in the lives of other? Come join RM Management, where we inspire well being amd meaningful experiences for our associates, residents and their families. Who you are: A driven and compassionate nurse ready for learning how to impact residents in the assisted living setting. As a Nurse...