Managing Director – Wealth Management, Rsquared Wealth
3 weeks ago
Managing Director – Wealth Management, Rsquared Wealth & Advisory 5 days ago Be among the first 25 applicants Rsquared Wealth Management, a division of Rsquared Financial, serves high-net-worth individuals, family offices, and select institutional clients. The platform combines institutional investment access with the independence of a boutique, empowering advisors to deliver fully customized wealth strategies. Role Description We are seeking an experienced Private Wealth Advisor or advisory team with an existing book of AUM to join our expanding wealth management platform. The ideal candidate is entrepreneurial, client-focused, and seeks the flexibility of an independent model supported by institutional infrastructure, research, and multi-asset capabilities. Qualifications Minimum 5+ years in wealth management, private banking, or investment advisory. Proven track record with an existing book of AUM ($50MM+ preferred). Strong business development and relationship management skills. What We Offer Attractive payout structure and entrepreneurial platform. Full operational, compliance, and technology support. Access to institutional research, custody solutions, and private investment vehicles. Collaborative culture focused on integrity, innovation, and long-term client success. 📩 Apply confidentially: careers@rsqmarkets.com Referrals increase your chances of interviewing at Rsquared Financial Group by 2x. Sign in to set job alerts for “Managing Director” roles. Seniority level Director Employment type Full-time Job function Business Development and Sales #J-18808-Ljbffr
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Wealth Advisor
4 weeks ago
New Castle, United States MAI Wealth Management, Inc. Full timeABOUT THE COMPANY Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients' lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify,...
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Wealth Advisor
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New Castle, PA, United States MAI Wealth Management, Inc. Full timeABOUT THE COMPANY Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients' lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify,...
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New York, United States Savvy Wealth, Inc. Full timeAbout Savvy Wealth:Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending...
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2 weeks ago
New York, United States Franklin Templeton Full timeFiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other...
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New York, United States Savvy Wealth, Inc. Full timeA forward-thinking wealth management firm in New York is seeking a Senior Product Manager to identify market opportunities and lead product strategy. The ideal candidate will have over 5 years of experience in product management, preferably within high growth tech startups, and strong skills in business analysis and cross-functional collaboration. This role...
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New York, United States Savvy Wealth, Inc. Full timeA forward-thinking wealth management firm in New York is seeking a Senior Product Manager to identify market opportunities and lead product strategy. The ideal candidate will have over 5 years of experience in product management, preferably within high growth tech startups, and strong skills in business analysis and cross-functional collaboration. This role...
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Wealth Director
3 weeks ago
New York, United States Franklin Templeton Investments Full timeWe respect the privacy of candidates for employment. The Privacy Notices set forth how we collect, use, and share the information you provide when applying for a position through this career site, including the potential transfer of your personal data to Franklin Templeton entities located outside your country of residence. By creating a candidate account...
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Wealth Director
4 weeks ago
New York, United States Franklin Resources Full timeWealth DirectorFiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions....
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Wealth Director
2 weeks ago
New York, United States Franklin Templeton Investments Full timeFiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other...
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Senior Client
3 days ago
New York, United States Savvy Wealth, Inc. Full timeA modern wealth management firm in New York is seeking a Senior Client Associate to provide exceptional day-to-day support to wealth managers and enhance client relationships. The ideal candidate will have over 2 years of experience in a similar role, strong problem-solving skills, and technical expertise in Google Suite. Join a fast-paced environment...
