- UpvoteDownvoteShare Job
- Suggest Revision
Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Wealth Management (WM) Credit Risk team is seeking a Lead Credit Officer - Vice President to manage credit exposure for WM clients, with a primary focus on credit risk management for International Private Bank clients covered by the WM Latin America & Global Families Group businesses.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
This highly visible Director role is a senior management position that will work closely with peers within USPB Risk CAO organization and Wealth CRO, 1st & 2nd lines of defense (LOD) senior risk managers, Wealth Business Development and Product Heads and specialized subject matter experts (SMEs) in Enterprise Risk Management (ERM), Counterparty Credit Risk (CCR), Wholesale Credit Risk (WCR), and Retail Credit Risk Management (RCR) and related Technology partners throughout Citi.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Collaborating closely with Account Management and New Business teams, you'll shape the digital strategy for our clients and work with our SVP, Program Management on project scopes and plans.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Senior VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Merge Storytelling and TechnologyMERGE promotes health, wealth and happiness in the world by merging storytelling with technology and offers marketing and technology clients full-service capabilities including strategy, creative communications, experience engineering, performance marketing, media and digital platform development.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Principal Wealth Manager. We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
This allows them to operate more efficiently and offer a superior, unified digital experience to their clients. What You'll Do: Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Work with first and third-party service providers across tax, trust & estate, and insurance specialties. Design, implement, and monitor long-term investment strategies and appropriate asset allocations.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Wealth Management Consultant. Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
ExpandApply NowActive JobUpdated 5 days ago
wealth management jobs Title: branch manager Company: Jpmorgan Chase Bank N A
FEATURED BLOG POSTS
How to Write a Recommendation Letter for a Student
When a student applies for their first job or for their next academic degree, they don’t have much experience to showcase their skills and personal qualities. Hiring managers and admissions officers, therefore, often look at recommendation letters as a way to go beyond the student’s GPA and learn more about the student’s skills and personal qualities.
How To Answer “Why Do You Want to Be a Supervisor” in an Interview
Anyone who has worked in a supervisor role knows how challenging yet rewarding it is. But chances are if you're trying to become a supervisor, you'll be forced to answer:
What is Career Cushioning?
Is your organization prepared for “career cushioning”?
Growing Discontent: Employees Wouldn't Wish Their Jobs on Their Worst Enemy
The start of a new year, and most people are already busy setting personal and professional goals. What’s on the top of the list for a growing number of working people is making an exit from the job they currently have. Why?
How to Gracefully Quit a Job You Just Started
You’ve just started learning the ropes at your new job, and you've gotten to know your colleagues. But you’re already thinking about quitting. Maybe you were deciding between to job offers and realized that you’ve made the wrong choice. Or, a change in your personal circumstances means that you have to quit.
How to Professionally Reschedule a Job Interview Without Destroying Your Chances
You’ve practiced answering common interview questions and refined your “greatest weakness.’ Nothing can stop you until BAM! The flu hits your household. Or you ran over a nail and popped a tire en route to the interview. When you need to pivot, there’s a good, better, and best way to reschedule a job interview. Here’s how to do it professionally, so you can nail the gig when the timing is right.
A Comprehensive Guide to Becoming a Better Conversationalist
Have you ever stood awkwardly next to someone at a party because you didn’t know what to say to them? How about at a networking event or on a first date? You're not alone if you’ve ever experienced this uncomfortable silence. Many people struggle to master the art of being a great conversationalist.