- UpvoteDownvoteShare Job
- Suggest Revision
Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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. This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
- Suggest Revision
In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
As the external face of First Community Bank and Trust, the Investment Advisor/Wealth Manager is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client’s financial life.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
This highly visible Director role is a senior management position that will work closely with peers within USPB Risk CAO organization and Wealth CRO, 1st & 2nd lines of defense (LOD) senior risk managers, Wealth Business Development and Product Heads and specialized subject matter experts (SMEs) in Enterprise Risk Management (ERM), Counterparty Credit Risk (CCR), Wholesale Credit Risk (WCR), and Retail Credit Risk Management (RCR) and related Technology partners throughout Citi.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Lead strategic initiatives to drive common & concurrent use of "gold source reports" by 1st & 2nd line, and deliver faster time to insights through well designed CRO/SCO/Risk Director/Risk Manager/Risk Analyst persona based reporting/UX as new reporting infrastructure/oversight platforms are adopted.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
5-7+ years of experience in the investment industry, preferably in an analytical role related to investment manager due diligence, equity research, quantitative research, portfolio management/construction, or asset allocation.
$112,100 - $166,300 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
- Suggest Revision
Completed or in the process of completing SIE, Series 7, Series 63 About us UBS is the world’s largest and the only truly global wealth manager. 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 We have a presence in all major financial centers in more than 50 countries.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The Alternative Investments & Manager Selection (AIMS) Group provides investors with investment and advisory solutions, across leading hedge fund managers, private equity funds, real estate managers, public equity strategies and fixed income strategies.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The Global Financial Crimes (“GFC”) Manager – Global Markets and Global Wealth & Investment Management Risk (hereinto referred to as “GFC Risk Manager”) is responsible for the execution of the Company’s Global Financial Crimes Risk program.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. Coordinates the onboarding and offboarding of the Relationship Managers (RM and Client Service Associates (CSA) as well as supports the Regional Administrative Manager in providing training to the new Relationship Managers and Client Service Associates.
Full-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Collaborate with Portfolio Manager to ensure proper client asset allocation. Fiduciary Trust is hiring a Senior Relationship Manager / Team Leader to join our New York relationship management team.
$180,000 - $265,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago
wealth manager jobs in New York, NY
FEATURED BLOG POSTS
Internship Cover Letter Tips with Examples
Until now, college has been about learning, absorbing, and experiencing. It’s not until you become eligible for an internship that things start getting real—real-world experiences using real-life scenarios. Applying for internships takes time, and there’s no college course on “how to apply for jobs.” (We’d sign up immediately if there was, though!) But here's a spoiler alert: most internships require a cover letter. And while this may seem like a burden, it’s actually a blessing.
5 Practical Ways to Remove Bias from your Hiring Process
Many employers think their hiring process is perfect. However, research shows that the hiring processes are generally impartial and unfair, especially if you are part of certain demographics. Women, people of color, people with disabilities, or even people in lower socioeconomic status are more likely to be subject to implicit bias. As diversity and employer branding become major aspects of business, it is important that employers take the lead to identify and remove bias from the hiring process. So, here are 5 practical ways to get you started.
Tips to Get Your First Job Confidently
Whether you’re a recent graduate or you still have a few exams left, you may be itching to put your polished leather shoes on and join the workforce. After all, your first job is an entryway into the professional life you’d lead for the decades to come.
Tips for a Good Character Reference Letter with Examples
Hiring managers love a resume laden with relevant skills and qualifications. Hard skills specific to the role, like SEO strategy or Java programming languages, are easy to qualify using achievements or facts and figures. But how exactly can they verify personality traits, work ethic, relationship management skills, or curious nature during an interview when they barely know you?
How to Dress on the First Day of Work (Men & Women)
You did it! Out of hundreds of applicants and dozens of people interviewed, you’re the one who got a new job. Congrats! Now comes the question of how to dress on the first day of work.
Why College Students Should Work While in College?
College is a special part of our lives. It’s a time when we prepare for our dream job while creating some of the most memorable moments in life. That said, college life can also be stressful. Not only do we have to spend long hours studying, writing and researching, but we also have to deal with increased tuition fees and living expenses.
5 Ways to Measure Candidate Experience
Your candidate experience is made up of 4 essential parts