Wealth Management Technology Project Coordinator

Pierce Technology Corp is seeking a highly skilled Business Analyst/Project Manager to join our team. Below are the key responsibilities and requirements for this role. **Key Responsibilities:** * Coordinate with client stakeholders to track milestones, deliverables, and dependencies * Facilitate requirements gathering and design sessions with business and...

Job Title: IT Project ManagerPay rate: $67.21 per hourDuration: 12 monthsW2 contract only (No C2C)Location- New York, NY 100013 days in office 2 days wfhAbout the Team: Modern Workplace department (Identity Access Management) - we work closely with France Global team. This Role: Project and activity responsibilities for the role require 50% technical / 50%...

Project ManagerNew York City-NY (Hybrid)ContractJob Description:We are seeking an experienced Project Manager with a strong background in Wealth Management and/or Broker-Dealer operations. This individual will lead and manage strategic initiatives and projects, ensuring they are completed on time, within scope, and aligned with the firm’s business...

Project ManagerNew York City-NY (Hybrid)ContractJob Description:We are seeking an experienced Project Manager with a strong background in Wealth Management and/or Broker-Dealer operations. This individual will lead and manage strategic initiatives and projects, ensuring they are completed on time, within scope, and aligned with the firm’s business...

Job OverviewPosition Title: IT Project ManagerJob Type: Full-timeExperience Level: 3-7 yearsA leading casino and resort is in search of an IT Project Manager to oversee a comprehensive agenda aimed at fostering a tech-savvy workforce. Reporting directly to the CIO, the IT Project Manager will play a crucial role in assisting the IT Department with various...

Job Title: Technology Project ManagerWhite & Case is seeking a highly skilled Technology Project Manager to join our team. As a Technology Project Manager, you will be responsible for the overall direction, coordination, and execution of technology projects.Key Responsibilities:Develop and execute project work plans, ensuring alignment with Firm strategy and...

Job Summary:At PRI Technology, we are seeking a highly skilled and experienced IT Project Coordinator to support our Enterprise Infrastructure Operations team. As a key member of our team, you will play a critical role in coordinating and managing internal and external infrastructure operations work.Key Responsibilities:Project Planning and Execution: Assist...

Private Wealth AdvisorOur Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidants, initially attracting clients to our firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’...

Private Wealth AdvisorOur Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidants, initially attracting clients to our firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’...

Job Description**Job Title:** Product Owner - Wealth Management**Job Type:** Contract**Work Type:** Onsite**Duration:** 4+ Months**Job Description:**We are seeking a highly skilled Product Owner to join our team at Umanist Staffing LLC. As a Product Owner, you will be responsible for managing and prioritizing backlogs, collaborating with business...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through a personal relationship with their advisory team.We believe trust comes from transparency. Our advisory...

Job SummaryWe are seeking a highly skilled and experienced Executive Assistant to provide administrative support to the Head of Wealth Management. The successful candidate will be responsible for managing complex tasks, coordinating projects, and ensuring the smooth operation of the Wealth Management division.Key ResponsibilitiesRepresent Citizens Bank and...

Location: 100% onsite in Brooklyn, NYDuration: Long-Term ContractRequired Skills: IT Background, Healthcare Experience, Project Coordinator/Management Experience, Microsoft Office SuiteDescription:Onsite at facility to monitor & track construction progress & technology activitiesProvide daily updates to project team leadersOnsite point of contact for general...

Location: 100% onsite in Brooklyn, NYDuration: Long-Term ContractRequired Skills: IT Background, Healthcare Experience, Project Coordinator/Management Experience, Microsoft Office SuiteDescription:Onsite at facility to monitor & track construction progress & technology activitiesProvide daily updates to project team leadersOnsite point of contact for general...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through a personal relationship with their advisory team.We believe trust comes from transparency. Our advisory...

Job OverviewAmalgamated Bank is in search of a dedicated Manager for Institutional Wealth Management Services and Operations to join the Chief Operating Officer's team. This role will report directly to the Director of Trust Operations and will be instrumental in enhancing operational efficiencies while implementing industry best practices for Trust and...

Harlem Children's Zone (HCZ) is a world-renowned non-profit that is breaking the cycle of generational poverty for more than 20,000 children and adults in Central Harlem and millions more across the nation. HCZ walks hand-in-hand with young people an Events Coordinator, Wealth, Coordinator, Project Management, Support, Benefits

Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management, portfolio/wealth strategy and asset allocation. Responsibilities: • Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning • Generate and edit presentations for existing...

Overview As a Wealth Management Advisor at Manning & Napier Advisors, you will engage with our diverse clientele while fostering new connections across various sectors, including affluent individuals, charitable organizations, corporate entities, and retirement plans. Our comprehensive financial services encompass: retirement strategy, cash-flow analysis,...

Job OverviewPosition: Wealth Management AdvisorLocation: New York, NY (Hybrid Schedule)Compensation: $130k-$170k base salary plus performance bonuses (Total compensation potential of $200k) Our client, a prominent and reputable Registered Investment Advisor (RIA) and Wealth Management firm, is seeking a seasoned, client-oriented Wealth Management Advisor to...