Wealth Management Innovation Lead

Join Altfest Personal Wealth Management, a respected leader in independent wealth management, as a senior wealth management professional specializing in estate planning. This role involves working closely with clients to understand their estate planning needs and developing tailored solutions to meet those needs. The ideal candidate will have significant...

Job Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...

Wealth Management Project Lead PositionAt Pierce Technology Corp, we are seeking an experienced Wealth Management Project Lead to join our team. As a key member of our project team, you will be responsible for collaborating with stakeholders to gather and document business requirements for wealth management technology projects.Key ResponsibilitiesAnalyze and...

Company OverviewSia Partners is a leading management consulting firm that optimizes client projects worldwide through its Consulting for Good approach. With a global footprint and expertise in over 30 sectors and services, we develop innovative CSR solutions for clients, making sustainability a lever for profitable transformation.We believe that knowledge...

About CapcoCapco is a pioneering financial services consultancy, renowned for its expertise in transforming clients' businesses. With a strong focus on digital strategy and transformation, our passionate team of professionals collaborates with clients to drive innovation and growth.Our WorkWe take pride in delivering exceptional results across four key...

Job OverviewTranscend Practice Management is seeking an experienced Wealth Management Professional to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client experiences and driving business growth. Our team is committed to providing high-quality, high-touch experiences to our clients, and we...

The Senior Wealth Management Professional at Citigroup Inc. plays a pivotal role in delivering exceptional client experiences while driving business growth through strategic partnerships and innovative solutions. This dynamic professional must possess a deep understanding of wealth management principles, coupled with excellent communication and...

Business Description:As a Wealth Management Development Specialist at Winged Keel Group, you will contribute to the success of our clients by developing their wealth accumulation and transfer strategies. You will work closely with experienced professionals to cultivate your skills and knowledge in sales, marketing, administration, and design analysis.Key...

In this role, you will be responsible for developing and executing comprehensive marketing campaigns that drive awareness and adoption of Ares' private wealth management solutions among financial advisors and their clients. You will work closely with our Private Wealth Partnerships team to understand their needs and develop targeted marketing strategies to...

About the RoleEmpire Wealth Management is seeking an experienced Senior Tax Accountant to join their team in Brooklyn, NY. The ideal candidate will have a strong background in tax preparation and financial statement analysis.Key Responsibilities:Finalize financial statementsPrepare complex tax returns (1040's, 1120, 1120s, 1065, 1041 and 709) returns,...

Job Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...

Job DescriptionThis role requires a seasoned marketing professional to lead our efforts in driving business initiatives, enhancing activation strategies, and scaling our presence within the RIA channel. As a senior wealth marketing leadership role, you will report directly to the Global Head of Wealth Marketing and be responsible for building innovative...

We are seeking a highly skilled Wealth Management Specialist to join our team at Citigroup, Inc.Job Description:The successful candidate will be responsible for identifying and building relationships with affluent and high-net-worth clients, providing them with tailored financial solutions and exceptional service. This role requires a strong understanding of...

About the RoleWe are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The ideal candidate will have a proven track record of leading high-performing teams, driving process improvements, and ensuring compliance in a complex, fast-paced environment.Key...

About BakerAvenueBakerAvenue is a San Francisco-based wealth management firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We strive to make a positive impact on society alongside financial return, with a focus on community, excellence, trust, and inclusion.Our award-winning culture has earned us recognition...

Wealth Portfolio Manager OpportunityAt Goodwin Recruiting, a leader in shaping the future of wealth management through innovative fintech solutions, we are seeking an experienced Wealth Portfolio Manager to join our dynamic team. This exciting role offers a unique chance to leverage your expertise and build long-term relationships with high-net-worth clients...

Job Summary:Dynamic Wealth Strategies Inc is seeking a highly motivated Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients achieve their financial goals.Estimated Salary: $90,000 - $140,000 per yearAbout the Role:In this role, you will...

Role OverviewWe are seeking a seasoned Senior Tax Accountant to join our dynamic team at Empire Wealth Management in Brooklyn, NY. In this role, you will be responsible for preparing complex tax returns, including multi-state filings, and finalizing financial statements with accuracy and precision.About the Role:Prepare and finalize financial statements with...

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...

Wealth Management Opportunity: Cerity Partners is a leading national registered wealth management and institutional consulting firm seeking a highly skilled Wealth Management Coordinator to support clients and advisors by executing routine administrative tasks. The ideal candidate will have excellent communication, organizational, and time management...