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Our mission is to disrupt the status quo of wealth management. Lumida offers specialized services including Family Office and Investment Management, along with a pioneering Crypto White Glove Service.
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The team works closely with front office groups and the technology teams that support them, including but not limited to Operational and Investment Risk, Institutional Equities & MAC investment teams, Fixed Income, Equity Research, and Wealth Management across the firms global offices.
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O Our elite benefits and wealth-building programs. o 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.
$60,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Serve as the primary liaison between corporate clients’ equity compensation departments and the Wealth Management team. We are seeking a dedicated and detail-oriented Registered Client Service Associate to join our Wealth Management team, focusing on stock plan business and client equity plans.
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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. The Audio-Visual Engineer will be responsible for providing support and management of the company's conferencing equipment (video conferencing, audio visual, web, streaming, etc.
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
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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.
$88,564 - $170,913 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Moderate proficiency in infrastructure as code and configuration management tools such as Terraform and Ansible, as well as similar tools in the Kubernetes ecosystem including Helm and ArgoCD. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform.
$150,000 - $220,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Join us as a Wealth PlannerBrown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in New York. In this role you will support the Senior Wealth Planner in New York and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients.
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We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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As a senior third line of defense professional, you will be responsible for the coordination and oversight of audit activities related to the Market and Wealth Services business segment which includes three businesses: Pershing, Treasury Services, and Clearance and Collateral Management.
$150ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Advanced skillset around automation via IaC and configuration management using Terraform, packer and ansible. Our colleagues enjoy inclusive engagement through our 7 global Employee Impact Groups; Women’s Inclusion Network (WIN), Advancing Cultural Education (ACE), PRIDE, NEXGEN, Wealth of Wisdom (WoW) and Superabilities at IGT. We’re also the three-time Top-Ranking Gaming Supplier in the All-In Diversity Project; a Best Place to Work according to the Human Rights Campaign and the Disability Equality Index; and the 2023 D&I Award winner at the Women in Gaming Diversity Awards-London.
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As a community development finance institution (CDFI), we work with nonprofits, partners, and systems to build racial equity and community wealth and well-being. You have a minimumof 10-15 years (we preference applicants at the 15+ years of experience) of real estate lending or credit review experience at a CDFI, bank, or similar financial institution, including management experience overseeing a credit risk function.
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Proficiency in Wealth Ops IT Platform management, including custodian, administration, integration architecture, and data operations. Domain Expertise: Comprehensive knowledge of wealth management operations, including account management, portfolio management, trade processing, and client reporting.
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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank.
$80,000 - $113,000 a yearFull-timeExpandApply NowActive JobUpdated Today
wealth management jobs in Hoboken, NJ
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