Wealth Operations Manager
2 weeks ago
We 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 efficiencies and other various responsibilities of Client Services. The Wealth Operations Manager will play a key role in optimizing operational processes, enhancing productivity and ensuring a seamless execution of wealth management services. The Wealth Operations Manager is a member of the Ledyard Financial Advisors Senior Leadership Team. Qualifications; An Associate degree in Business or Finance is required, Bachelor’s degree preferred; five plus years’ experience required in the Investment/Trading field; two plus years’ Supervisory/Management experience required; advanced experience in investments required. Location: Hanover, NH (includes paid parking)
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Principal Wealth Manager
Found in: Appcast Linkedin GBL C2 - 6 days ago
New York, United States FreelanceRecruiters Full timeFreelance 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 managing high net worth client...
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Principal Wealth Manager
6 days ago
New York, United States FreelanceRecruiters Full timeFreelance 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 managing high net worth client...
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Principal Wealth Manager
6 days ago
New York, United States Freelance Recruiters Full timeJob 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...
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Chief Wealth Planning Officer
1 week ago
New London, United States Ledyard National Bank Full timeJob DescriptionJob DescriptionSeeking a Chief Wealth Planning Officer to lead the Division’s Financial Advisors and Financial Consultants, and Client Administrator team. Focused on deepening client relationships, leveraging the Live Well Planning Roadmap. Partners with other Divisions of the bank to help clients with a comprehensive, One-Ledyard...
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Chief Wealth Planning Officer
1 day ago
New London, United States Ledyard National Bank Full timeJob DescriptionJob DescriptionSeeking a Chief Wealth Planning Officer to lead the Division’s Financial Advisors and Financial Consultants, and Client Administrator team. Focused on deepening client relationships, leveraging the Live Well Planning Roadmap. Partners with other Divisions of the bank to help clients with a comprehensive, One-Ledyard...
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Vice President, Head of Wealth Management
3 days ago
New York, United States TIAA Full timeCorporate Communications The Corporate Communications job directs the strategy and development of organizational communications, such as magazines, internal newspapers, and shareholder relations for the whole enterprise. As a recognized thought leader in communications both within and outside the organization, this job leads internal and external...
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Business Analyst
3 days ago
New York, United States Pierce Technology Corporation Full timeCollaborate 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...
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Consulting Manager
1 week ago
New York, United States Leland Shaw Full timeJob 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...
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Business Analyst
3 weeks ago
New York, United States Pierce Full timeCollaborate 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...
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Business Analyst
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
New York, United States Pierce Full timeCollaborate 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...
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Asset & Wealth Management, Wealth Management, Global Leadership Team, Business Strategy, Associate – New York
Found in: Talent US C2 - 1 week ago
New York, United States Goldman Sachs Full timeYOUR 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...
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Business Analyst
Found in: Resume Library US A2 - 1 week ago
New York County, New York, United States Pierce Technology Corp Full timeCollaborate 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...
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Client Services/Operations Associate
2 weeks ago
New York, United States Coda Search│Staffing Full timeOur client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 3-10 years experience in a client services/operations function,...
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Senior Product Manager
2 weeks ago
New York, United States Zoe Financial Full timeCompany 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...
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Client Relationship Associate
Found in: beBee S US - 5 days ago
New York, United States Robert Half - US Full timeResponsibilities: Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account...
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Client Relationship Associate
2 weeks ago
New York, United States Robert Half - US Full timeResponsibilities: Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account...
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Client Relationship Associate
2 days ago
New York, United States Robert Half - US Full timeResponsibilities: Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account...
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Client Relationship Associate
1 week ago
New York, United States Robert Half - US Full timeResponsibilities: Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account...
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Private Wealth Client Services Associate
2 weeks ago
New York, United States Coda Search│Staffing Full timeOur client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects.The ideal candidate will have 2-10 years experience in a client services/operations function,...
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Wealth Consultant
Found in: Careerbuilder One Red US C2 - 5 days ago
New York, NY, US First Citizens Bank Full timeOverviewThe 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...