Principal Wealth Manager

Job DescriptionJob DescriptionFreelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and...

Title: Join Our Team as a Principal Wealth Manager in the Financial Services Sector! Introductory paragraph: We are seeking experienced Senior Wealth Managers to join our dynamic team at a technology-driven RIA. As one of the leading financial services firms, we pride ourselves on providing innovative solutions that change the future of Wealth Management....

Collaborate with stakeholders to gather and document business requirements for wealth management technology projects. Analyze and assess current business processes and systems to identify areas for improvement and optimization. Work closely with development teams to translate business requirements into technical specifications. Participate in the design and...

Collaborate with stakeholders to gather and document business requirements for wealth management technology projects. Analyze and assess current business processes and systems to identify areas for improvement and optimization. Work closely with development teams to translate business requirements into technical specifications. Participate in the design and...

Collaborate with stakeholders to gather and document business requirements for wealth management technology projectsAnalyze and assess current business processes and systems to identify areas for improvement and optimizationWork closely with development teams to translate business requirements into technical specificationsParticipate in the design and...

Collaborate with stakeholders to gather and document business requirements for wealth management technology projectsAnalyze and assess current business processes and systems to identify areas for improvement and optimizationWork closely with development teams to translate business requirements into technical specificationsParticipate in the design and...

Collaborate with stakeholders to gather and document business requirements for wealth management technology projects. Analyze and assess current business processes and systems to identify areas for improvement and optimization. Work closely with development teams to translate business requirements into technical specifications. Participate in the...

Product Specialist - Wealth Management SME - 260825 - TCS FS Product Specialist - Wealth Management SME Domain : Financial Services Location: New York City, NY Must be willing to travel Experience: 13 - 18 years of experience Base Salary: $130K - 150K based on experience Job Description Professional with in-depth experience of working with Wealth...

YOUR IMPACT The PWM Digital Transformation team identifies and advances commercial opportunities related to emerging technologies with a focus on client and investment content, as well as internal implementation strategy. The role will focus on providing content and actionable investment ideas for clients interested in investing in emerging tech trends...

A leading Canadian- based bank headquartered in Chicago is looking to hire a Senior Auditor to help scale the business' Wealth Management Portfolio team, focusing on the audit portfolio for the Wealth Management line of business which includes the fiduciary account administration, investment management, and private banking. The role is expected to be in...

A leading Canadian- based bank headquartered in Chicago is looking to hire a Senior Auditor to help scale the business' Wealth Management Portfolio team, focusing on the audit portfolio for the Wealth Management line of business which includes the fiduciary account administration, investment management, and private banking. The role is expected to be in...

OverviewThe Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

YOUR IMPACT Are you a strategic thinker with a strong work ethic, desire to work within a growing global business, and ability to think outside the box? We are seeking an Associate to be contribute to the business’s most critical strategic questions (growth, profitability, muti-year planning, technology investments and competitive dynamics). You will...

Job DescriptionJob DescriptionWe are seeking a Wealth Operations Manager to join our Ledyard Financial Advisors team. The primary responsibility of the Wealth Operations Manager is the strategic oversight of the Wealth Operation Team, including supporting the investment staff, trading, backing up treasury process, identifying process improvements and...

Job DescriptionJob DescriptionWe are seeking a Wealth Operations Manager to join our Ledyard Financial Advisors team. The primary responsibility of the Wealth Operations Manager is the strategic oversight of the Wealth Operation Team, including supporting the investment staff, trading, backing up treasury process, identifying process improvements and...

YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspectiveWe are seeking...

Company Description Zoe Financial is a modern wealth platform that uses innovative technology and exceptional client service to help clients grow their wealth. Through a carefully curated ecosystem of financial advisors, Zoe helps consumers find, hire, and have their money professionally managed in minutes, not months. Zoe's core values involve putting the...

Job DescriptionJob DescriptionFast-growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full-time opportunities for experienced consultants at the junior through senior levels. Seeking both all-around consulting athletes with varied project...

Who We AreThe Daily Upside is a fast-growing digital media company covering business, finance, economics, and investing. Our team of career journalists covers the events and forces shaping the global business climate with a passion for peeling back the layers of market-moving stories.Our flagship newsletter has scaled from zero to ~1 million subscribers in...

Who We AreThe Daily Upside is a fast-growing digital media company covering business, finance, economics, and investing. Our team of career journalists covers the events and forces shaping the global business climate with a passion for peeling back the layers of market-moving stories.Our flagship newsletter has scaled from zero to ~1 million subscribers in...