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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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EOE Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7 Powered by JazzHR.
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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). 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.
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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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Through mentorship, community service (serving on a multitude of impactful boards like: Northwestern Mutual's Wealth Management Board, Fellowship of Christian Athletes - St. Louis and his local Church Congregation Board), and a commitment to growth, Matt is not just leading a team—he's shaping a future where everyone belongs, regardless of background or experience.
$87,500 - $163,200 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
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Risk Management or Patient Safety Certification (CPHRM, CPPS) preferred. The Risk Manager will also participate in the management and support of professional liability litigation at the direction and under the guidance of HCI.
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Mentoring junior team members and sharing learnings across the Account Management discipline. Staying on top of the workflow and completion of tasks in our project management platform. Influential is looking for an experienced Specialist, Account Management.
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Coordinate closely with internal stakeholders, including Treasury’s Asset Liability Management (ALM), investment, capital, and funding teams, as well as second line of defense oversight groups to promote high-quality, consistent, and robust methodologies, assumptions, and approaches.
$168,500 - $202,900 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum 7 years of knowledge of Third-Party Risk Management methodologies and regulatory guidance and or risk management at a fintech organization. Technology Skills:Certified in third party risk or other risk domains (CRVPM, CTPRA, CERP, CRISC)Project Management Professional (PMP), Certified Information Systems Auditor (CISA) or Certified Information Systems Security Professional (CISSP) or relevant IT certifications and credentials a plus.
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Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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OUR IMPACTWithin Asset and Wealth Management, we seek to provide innovative investment solutions to help our clients meet their financial goals. The team evaluates and coordinates at all aspects of the strategy, research, analysis, design, management, and development of new and existing product vehicles for client distribution across third party wealth, institutional, consultant, insurance, and retirement channels.
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The Associate Principal in the Stress Testing Group performs a broad array of risk management actives to support stress testing and liquidity risk management functions. Sound understanding of market/credit/liquidity risk management and corresponding mitigation factors.
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Good working knowledge of cash management, FX, Debt capital markets and interest rate risk management. Hands-on expertise with any of the SAP Treasury core components (i.e. Cash management, Transaction manager, In-house cash, Risk analyzers, Liquidity planner, Hedge management and accounting, SWIFT integration, BCM, integration with financial accounting and other applications.
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wealth management jobs Title: banker Company: Pnc Bank Na
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