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Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Check us out on YouTube, Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.
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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.
$44.23 - $52.88 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Pipeline Management & Strategic Deal/RFP Support Co-development, optimization, and rollout of the MSA + Fintech pipeline management strategy, process, and tools with Vice President (Industry Segment to MSA and Fintech Team.
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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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Skilled in: Consumer or Wealth Management Credit Risk Management Consumer or Wealth Management Risk Analytics & Reporting Experience in model development is prerequisite; experience in Market Risk modelling.
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By creating an open, next-generation fintech platform, FIS expands its solution offerings that can be embedded in any application that supports our clients' financial services processes - from payments to banking to wealth to capital markets.
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Job Summary Our client, a leader that's pivotal in shaping the future of wealth management through Fintech, is seeking a Principal Wealth Manager. Principal Wealth Manager Requirements: 10+ years of investment advisory experience.
$100,000 - $500,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Works closely with Chief Investment Officer, Investment Officers and Wealth Management Officers and clients to ensure that account assets are invested appropriately according to terms of their governing documents and the client’s objectives while taking into consideration tax implications and risk tolerance levels.
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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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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
$120,000 - $144,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Essential Functions: Leads daily operational activities of IT Asset Management team (ITAM), responsible for overall performance of program. 3+ years of experience using ServiceNow ITAM tools Prior Financial Services and/or FinTech industry experience.
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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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fintech wealth management jobs Company: Savvy Wealth
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