Senior Analyst, Private Wealth Management

U.S. Bank is seeking an Advance Practice Banker to develop, manage, and retain full-service relationships with affluent clients. You will provide high-level financial guidance and top-tier service while ensuring compliance with banking regulations and credit policies. The role requires National Mortgage Licensing System (NMLS) registration and Series 6-63 or...

BOK Financial Corporation in the US seeks a Managing Director for Private Wealth Client Services to lead a dedicated team supporting our Private Banking group and high net worth clients. You will set strategic direction and drive concierge-level service across the organization. This role requires a Bachelor’s Degree and 15+ years in financial services,...

Northern Trust in Lake Forest, IL seeks a Portfolio Advisor in Wealth Management to manage investment activities for a broad set of fee-generating accounts, representing HNW and UHNW trusts within a Wealth Advisory team. The ideal candidate has 8+ years of wealth management experience, with a CFA designation preferred, and strong decision making, sales and...

Rhame & Gorrell Wealth Management, an independent fee-only fiduciary RIA, seeks a Wealth Manager to lead client relationships and deliver comprehensive financial planning and investment strategies. You will coordinate with in-house tax and estate planning teams, navigate complex client needs, and drive growth through a proactive advisory approach. The role...

The District of Columbia Retirement Board seeks a Principal Investment Analyst reporting to the CIO to contribute across the investment process—from asset allocation to manager due diligence and portfolio monitoring. Join a small, collegial team focused on fiduciary excellence. Responsibilities include leading due diligence, developing manager...

Northern Trust is seeking an attorney with broad experience in trusts, estates, guardianship and transfer taxes to join the Trust Counsel Practice Group in a hybrid role in the United States. The attorney will advise internal partners, review fiduciary documents, and assist with complex trust matters, including real estate, tax, and litigation issues....

Position Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

SEI seeks a Senior Attorney to join its Asset Management Legal team in Oaks, PA, delivering legal and regulatory support across SEI’s wealth management, advisory, asset management, and distribution businesses. You will advise on investment advisory programs, distribution platforms, model portfolios, and regulatory matters, while drafting agreements and...

Schwab Wealth Advisory in Colorado seeks a Senior Regional Manager to coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative, growth-focused environment. You will guide strategy, support client relationships, and drive performance in alignment with firm goals. The role requires CFP or CFA designation, a Bachelor's...