Senior Wealth Manager

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...

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...

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 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 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...

Harrison Gray Search has partnered with a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our Client: Our client empowers advisors to deliver exceptional value to their clients - on their own terms. They're here to help established advisors scale,...

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...

A top-tier global financial institution is seeking an experienced and Senior Wealth Advisor to join their team. This person will be responsible for growing a book of business and will be assisting HNW & UHNW clients with their investment management and financial planning needs. With a history of integrity and always putting the client first, this person will...

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

Purpose of Position This role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations. The team has been established to facilitate the operational requirements of servicing the bespoke private wealth channel which includes high net worth investors into our flagship funds, supporting our registered evergreen offerings...

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...

Purpose of PositionThis role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations.The team has been established to facilitate the operational requirements of servicing the bespoke private wealth channel which includes high net worth investors into our flagship funds, supporting our registered evergreen offerings and...

Purpose of PositionThis role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations.The team has been established to facilitate the operational requirements of servicing the bespoke private wealth channel which includes high net worth investors into our flagship funds, supporting our registered evergreen offerings and...

A top-tier global financial institution is seeking an experienced and Senior Wealth Advisor to join their team. This person will be responsible for growing a book of business and will be assisting HNW & UHNW clients with their investment management and financial planning needs. With a history of integrity and always putting the client first, this person will...

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...