Senior Wealth Management Professional

Company OverviewAt First Citizens Bank, we are dedicated to delivering exceptional client experiences and driving growth through strategic partnerships. Our Wealth Management division is a key driver of this strategy, and as a Senior Wealth Management Specialist, you will play a critical role in achieving our goals.

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...

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...

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...

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...

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 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,...

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

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 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...

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...

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...

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...

About the RoleCerity Partners, a leading national registered investment advisory firm, seeks a highly motivated and detail-oriented Digital Marketing Intern to join its high-performance team. As a key member of this dynamic group, you will be responsible for prospecting, nurturing, and closing sophisticated wealth management clients across the country.

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 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...

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...

The role requires 15+ years of experience in private banking (ultra high-net-worth space), business development and relationship management. Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer is also required.Solutions-oriented sales professionals with exceptional interpersonal skills will thrive in...

About Savvy WealthWealth management is a massive industry in the US with $545 billion annual revenue. However, it remains archaic and inefficient with low technology penetration. This inefficiency results in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks.Savvy Wealth is a digital-first platform for...

About Alliance BernsteinWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe.With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is...