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Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience.
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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 firm’s global offices.
$110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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HUB International Limited ("HUB") is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
$30.22 an hourFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Identify client monetization opportunities and drive strategic initiatives liaising with Equity Sales & Trading management and Account managers. 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.
$175,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Responsibilities include Leading various tasks relating to development and architecting of Salesforce CRM system with Financial and Marketing Cloud experience with facing C-level business users, Account officers, Relationship Mangers, Regional heads with banking domain, wealth management.
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Shape and close deals with account reviewing all deals for account Schedule and lead deal reviews handling the overall sales process Update THORmonthly and lead throughout sales cycle Required Skills: 15 years of experience in the IT industry and sales Previously worked in Business Development and account engagement management role(s) Strong familiarity with Retirement Services, Wealth Management, Insurance, etc.
$203,155 a yearExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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A minimum of seven (7) years Personal Lines account management experience with an established broker. Department Account Management & Service. Experience with an automated agency management system (EPIC preferred.
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About the teamFIS' wealth management business provides a holistic wealth platform with services designed to help financial institutions, single and multi-family offices, and wealth managers run their business more profitably, connect with their clients and grow their business.
$199,270 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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S/he will closely align with our core and solution account teams across Capital Markets (i.e., sell-side/Global Markets, Investment Banking; buy-side and Wealth Management background a plus), to seed and develop strategic opportunities based on Capital Markets industry solutions.
$419,700 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Wipro’s Banking & Financial Services Sector provides industry leading solutions across IT and Business Operations including Investment Management and Asset Servicing, Global Markets, Wealth Management, Data Management, Post-trade Services and Risk and Compliance.
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To excel in this role as a Strategic Account Executive at Rearc, you should bring a wealth of experience and expertise in sales, relationship management, and the technology landscape.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Our client is a boutique Wealth Management Advisory firm that focuses on designing a personalized plan and helping clients execute it by safely navigating their financial journey and having meaningful adventures along the way.
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What You’ll Do Job Title: Client Service Leader – Financial Services (Capital Markets/Asset and Wealth Mgmt)The Client Service Leader (CSL) provides oversight, direction setting and relationship development for a client account(s) within Financial Services in the New York area.
$258,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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DESCRIPTIONAs Enterprise Account Executive, you will lead the sales process with enterprise wealth management firms including RIAs, Hybrid RIAs, Independent broker-dealers, and Regional broker-dealers with between 100 and 1,000 financial advisors.
$220,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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You lead with purpose, cultivating a strong culture and team mentality, not driving a competitive "dog eat dog" cultureBonus points if you:Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field.
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account management wealth jobs in New York, NY
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