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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.
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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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). 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.
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With $ trillion in average tri-party collateral management balances, $ trillion of global payments moved daily, and more than $ trillion in Pershing global client assets, we deliver the critical platforms and services for institutional and corporate ecosystems to operate and thrive In Investment and Wealth Management, we are a leading provider with $ trillion in assets under management.
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The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience.
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The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. 7-10+ years of meaningful experience in wealth management or private banking in client-facing, product marketing, and/or product roles.
$140,000 - $189,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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In this role you will be responsible for Cyber Threat Incident Response’s regulatory engagement and response, cyber risk assessment and obligation management, and organizational risk compliance and reporting.
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The Wealth Advisor II works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts.
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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.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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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.
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Wealth Management Advisor. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
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The Wealth Management Associate is an integral part of Park Avenue Securities. Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth Management training to groups of FRs (and agency management) via Video Conference.
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15 years + proven experience in fraud prevention, insider threat management, or a related field. Additionally providing detailed reports on threat landscape, incidents, investigations, and outcomes to senior management.
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Based on duties, previously having worked at a major banks Wealth Management division may be acceptable. Deal with daily calls to/from LPL Financial our Broker Dealer. Knowledge of Retail CRM or having successfully worked in an LPL Financial office a SUPER plus.
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wealth management jobs Title: investment Company: Macquarie Group Limited
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