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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
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Support Divisional Leadership Teams, Private Wealth Advisor Teams (Private Wealth Management & Global Family Office)Support Product Groups in the home office through the oversight of advice, guidance, inquiry, and interactions.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
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Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Franklin Templeton's MosaiQ platform delivers a suite of tailored services for finance professionals, boasting a unified Data Access Layer supported by flexible APIs. This infrastructure grants seamless access to diverse financial datasets, customizable to individual client needs, contracts, and SLAs. MosaiQ's versatile factor modeling framework facilitates advanced portfolio management workflows, drawing on both proprietary and client datasets.
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The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth.
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Stamford - £23k - £25k depending on experienceWe have a fantastic IFA Financial Administrator opportunity to join a successful and progressive employee owned wealth management firm based in the idyllic Roman and Medieval town of Stamford.
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Experience in the wealth management and/or fintech industry with demonstrable knowledge of industry trends and best practices. Empower’s Personal Wealth segment (“EPW”) is a rapidly growing business, leveraging Empower’s financial planning expertise and technology to deliver advice, professionally managed accounts, as well as financial wellness and planning across Empower’s Workplace and Wealth Management business.
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Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
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EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
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5 to 7 years of mutual fund experience at an asset management preparing Board materials or law firm as a mutual fund paralegal or similar preparing Board documents. The incumbent will have regular interaction with the Funds' Board of Trustees outside counsel, Board senior management, compliance, legal, portfolio management and operations personnel.
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The company holds over $200 billion of client assets as a part of its wealth management and investment services. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
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Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
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Advancement and management opportunities. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
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Our elite benefits and wealth-building programs. More than $220 billion assets under management. LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated.
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With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.
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wealth management jobs in Stamford, Beech-grove, Indiana
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