Senior Wealth Management Specialist

About the RoleThe Senior Wealth Management Specialist is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This position requires a strong understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Key...

About the JobWe are looking for a talented Wealth Management Specialist to join our team at TD Bank Group. As a key member of our Wealth Management division, you will have the opportunity to work with high-net-worth individuals and families, providing personalized financial guidance and support.Key ResponsibilitiesDevelop and implement comprehensive wealth...

About the PositionWe are seeking a skilled and detail-oriented Senior Wealth Management Professional to join our Family Office team at Anchin. As a key member of our team, you will play a vital role in delivering tailored financial solutions and services to high-net-worth families.Key ResponsibilitiesBuild and maintain strong relationships with clients,...

OverviewThe Wealth Consultant identifies high net worth clients and prospects, engaging them in holistic wealth management planning. As a primary relationship manager, they coordinate advice and activities with other team members to achieve growth and profitability goals.ResponsibilitiesClient Acquisition: Identify new clients through direct prospecting...

Company OverviewFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive and tailored wealth management experience.About the RoleWe're seeking an experienced Senior Product Design Director to elevate our design function as we enter our next growth phase. This critical leadership role will own the...

Job OverviewBetaNXT Inc is seeking a highly skilled Senior Sales Director to lead our sales team in the wealth management sector. This role requires a deep understanding of financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals.About the RoleWe are looking for a...

Job Title:Senior Financial Associate Position for a Leading Wealth Management Firm

Company OverviewTranscend Practice Management is a premier independent wealth management firm specializing in serving high-net-worth families, foundations, and trusts.Salary and BenefitsWe offer a competitive salary of $100K - $120K per year, along with benefits that include a monthly MTA pass and opportunities for career growth and professional...

Job DescriptionWe are seeking an experienced Senior Private Wealth Advisor to join our team at IDB Bank. As a key player in our Private Banking department, you will be responsible for managing client relationships and providing expert financial guidance to high net worth individuals.The ideal candidate will have a proven track record of success in wealth...

Job SummaryAmbitious and highly organized Senior Administrative Assistant sought to provide exceptional support to senior executive within Goldman Sachs' Private Wealth Management business. This is a complex role that requires discretion, integrity, and professionalism.The successful candidate will maintain and coordinate calendars, prioritize meetings,...

We are seeking a productive and focused wealth advisor passionate about helping others build wealth.GPAC, a recruitment company with over 30 years of experience, is partnered with a local RIA and Broker that is eager to bring on an exceptional wealth manager with proven success in building business and has an existing client base.Flexibility to focus on...

About the RoleWe are seeking an experienced Senior Risk Management Specialist to join our team at Selby Jennings. This is a fantastic opportunity for someone who wants to take their risk management career to the next level and work with major Asset Manager clients.Key Responsibilities:Lead a team of experts in conducting credit analyses for major Asset...

Company Overview: Advantage xPO is a leading provider of high-quality financial services, recognized globally for its exceptional customer service and commitment to excellence.Salary: The estimated annual salary for this position is between $60,000 and $80,000, depending on experience.Job Description: We are seeking an energetic and organized Executive...

Job OverviewThe Goldman Sachs Group, Inc. is seeking an Administrative Professional - Wealth Management to join our team. In this role, you will provide administrative support to a senior group, coordinating complex internal/external meetings and conference calls, handling a high volume of phone calls, and interacting with clients.About the RoleThe...

We are looking for a Senior Information Security Specialist to join our Consumer and Wealth Management Division. This role will be part of a team that manages the technology risk portfolio, working with broad range of risk partners across the firm to implement and adopt security solutions.

We are seeking an ambitious professional to drive market share growth across the family wealth distribution spectrum at Hines Private Wealth Solutions. This role requires a strong passion for client service and experience working with complex multi-generational families, family offices, large RIAs, and RIA aggregators.Key ResponsibilitiesBUILD CONSULTATIVE...

We are seeking a highly skilled and experienced wealth advisor who is passionate about helping individuals and families build their financial futures. GPAC, an award-winning search firm with over 30 years of experience in placing quality professionals across the United States, is partnered with a local RIA and Broker that is eager to bring on a talented...

About Sunrise Senior LivingSunrise Senior Living is a leading provider of senior care services, dedicated to championing quality of life for all seniors. With over 30 years of experience, we have established ourselves as a trusted partner in delivering high-quality care with a personal touch.Job Description: Senior Care SpecialistWe are seeking a...

Mastech Digital, a leading provider of digital and mainstream technology staff, is seeking an experienced Financial Services Internal Auditor to support the Asset Wealth Management team. **Job Summary:**This role requires a seasoned financial services internal auditor with experience in private banking and wealth management to perform audits and provide...

About TitanTitan is an award-winning, members-only wealth management firm reimagining how ambitious professionals manage and experience their wealth. As a leading player in the industry, we're backed by prominent Silicon Valley firms, including a16z and General Catalyst.Vision StatementWe understand that money isn't just currency; it's the driving force...