Executive Assistant – Wealth Management

Exciting opportunity to join a strong financial services firm headquartered in NYC. This role will support senior wealth advisors and deal with ultra-high-net-worth clients. Responsibilities:Provide administrative support to the C-Suite in a variety of capacities, including telephone coverage, photocopying, mail handling, monitoring/responding to email, file...

Exciting opportunity to join a strong financial services firm headquartered in NYC. This role will support senior wealth advisors and deal with ultra-high-net-worth clients. Responsibilities:Provide administrative support to the C-Suite in a variety of capacities, including telephone coverage, photocopying, mail handling, monitoring/responding to email, file...

Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for...

**Project /Program Manager Wealth Management Operations** **Duration**:6+ months **Location**:Downtown NYC **Pay rate**:$550 C2C / $500 W2 based on 8 hour day **Description**: Our client who is a management consultant group is immediately seeking two (2) experienced Project/Program Managers to join their team of one of their Global Investment Bank...

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...

Become an integral part of J. P. Morgan Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part Administrative Assistant, Executive, Administrative, Assistant, Banking, Business Services

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...

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....

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...

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...

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...

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...

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquar Executive Assistant, Capital Markets, Investment, Banking, Executive, Assistant, Business Services

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...

Job DescriptionJob DescriptionRussell Tobin is looking to hire an Asset & Wealth Management - CSG Private - ACMS - Administrative Assistant based in New York, NY for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.Job title: Asset &...

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...