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OverviewWe are looking for a Senior QA Automation Engineer to provide software testing management services to the systems owned by the Department of Treasury's Bureau of the Fiscal Service.
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Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Our branch teams receive a comprehensive view of portfolio management and planning through analytics and visualizations, enabling them to deliver the wealth management services that our clients need.
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Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. 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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About this role: Wells Fargo is seeking a Business Execution Senior Manager and will have accountability for Wealth & Investment Management (WIM) Chief Administrative Office (CAO) Customer Remediation.
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We advise, design, implement, and deploy innovative and technology enabled solutions focused on “heart of the business” issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources.
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Wells Fargo Wealth and Investment Management (WIM) Operations is seeking an Operations Senior Manager to lead the Trade Support Operations team. 3+ years of Trading/Trade Processing management experience.
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Active CPA, EA or JD, High Net Worth Focused, Must have 9-10+ Years of Public Accounting Experience/Wealth Management Experience. Requirements include having an Active CPA, EA, or JD, having 9-10+ Years of Public Accounting/Wealth Management Experience, and having shown solid tenure in their past roles.
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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Assistance of a Wealth Strategist. Will need to quickly build knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures, documentation, policies and procedures usually acquired through work-related instruction or work experience is required to respond to account related matters and various sales situations.
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Job DescriptionJob DescriptionCompany DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
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Industry/Sector: Asset and Wealth Management. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
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Bachelor’s degree, required; focus in Information Technology or Information Systems, preferred; OR eight (8) or more years of industry experience with EHR/Practice Management vendor systems, required.
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You’ll consistently work with marketing and our wealth management teams to find and connect with our ideal clients in the world, effectively nurture them, and then seamlessly onboard them as a new client.
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The Senior Analyst will provide second level help and training for the Treasury Support Center customer service representatives and support SharePoint site maintenance and access-management for the team.
$98,100 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago
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