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We welcome those with experience in jobs such as Accounts Receivable Clerk, Bookkeeper, and Senior Accountant and others in the Accounting and Finance to apply. Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of list executives from the wealth management industry.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Senior Advisor Client Strategist seeks to help BNY Mellon drive growth by identifying new clients who will be well served by BNY Mellon's unique value proposition in wealth and investment advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration.
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Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Asset & Wealth Management - Associate Quantitative Strategist in PWM Private Bank and Risk. Goldman Sachs Private Wealth Management (PWM) is a world-class provider of wealth management solutions for high-net-worth individuals, their families, and foundations.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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His experience as both a wealth manager and investment strategist, combined with his dedication to providing the highest level of analytical research, will prove invaluable to our advisor and client community, helping them to better understand emerging investment trends in both the public and private markets,” he said in a statement.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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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). 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 19 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.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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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 23 days ago - UpvoteDownvoteShare Job
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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 24 days ago - UpvoteDownvoteShare Job
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Candidates should be passionate about wealth or asset management, eager to learn, leverage and grow their skillset. Experience with any of the following: trade order management systems, Black Diamond, Schwab or FactSet a plus.
$55,000 - $65,000 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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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. Transition your client book of business to the firm together with our best-in-class Client Transition Team.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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The Wealth Management Associate role will report directly to the firm’s founder and be exposed to all facets of the RIA business. The Wealth Management Associate role is designed to provide a strong foundation for a candidate looking to develop into an Investment Advisor role at the firm.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
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wealth management jobs Title: senior client strategist Company: Ubs
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