Strategic Wealth Manager

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...

Job OverviewLedyard National Bank seeks a highly skilled Strategic Wealth Manager to join its esteemed Wealth Management group. This role is pivotal in deepening and expanding existing client relationships through innovative investment strategies, collaborating with the Private Banking team to provide comprehensive lending and deposit solutions.About the...

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,...

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...

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...

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...

Job SummaryThe Business Development Director, Wealth Partnerships will play a critical role in expanding our market presence and achieving our business objectives in the US. We are looking for a seasoned executive with significant sales experience, a proven track record of driving commercial success, and a deep understanding of the wealth management...

About This OpportunityThis role is a unique chance to drive cross-division collaboration and business development with a focus on the North America region. The ideal candidate will be a strategic professional with strong communication and diplomacy skills.ResponsibilitiesDrive new introductions and client conversion between the Banking and Wealth divisions...

Job OverviewDow Jones & Company, Inc. is seeking an experienced VP to lead the strategic direction of our Wealth and Investing consumer brands. As a key member of our leadership team, you will be responsible for developing and executing growth initiatives that drive revenue and engagement. With a focus on audience development, product strategy, and...

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...

About the JobFarther is a cutting-edge firm that combines human expertise with innovative technology to deliver a comprehensive, tailored wealth management experience. We're seeking an exceptional Sales Manager to join our team and drive ambitious expansion by leading and scaling our team of Financial Advisors. This role combines strategic leadership with...

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...

**Job Summary:**We are seeking an experienced Wealth Management Professional to join our team at Avior Executive Search. As a Senior UHNW Relationship Manager, you will be responsible for driving business growth and developing strategic relationships with high net worth clients.**Responsibilities:**

About Our TeamAt Titan, we're a dynamic and ambitious team dedicated to revolutionizing the wealth management industry. Our collaborative environment fosters creativity, innovation, and professional growth.We're backed by leading Silicon Valley firms, including a16z and General Catalyst, which enables us to invest in cutting-edge technology and talent.Our...

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...

Job OverviewThe Wealth Consultant plays a pivotal role in identifying, engaging, acquiring, and retaining high net worth clients and prospects. As a primary relationship manager, you will serve as the primary point of contact and advocate for high net worth prospects and clients.Maintaining current knowledge and awareness of client circumstances, conditions,...

Fintech Sales Professional Wanted!Pontera is seeking a highly motivated sales professional to join our team as an Account Executive. In this role, you'll be responsible for driving revenue growth and building strong relationships with clients in the wealth management industry.Job Summary:Source and manage a pipeline of Registered Investment Advisory...

Role DescriptionWe are looking for an Experienced Wealth Management Specialist to join our team. As a key member of our team, you will play a crucial role in delivering exceptional client experiences and driving business growth.You will be responsible for analyzing client needs, providing personalized investment recommendations, and developing strategic...

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...

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...