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As a Wealth Management Associate with Lemnis Capital, a division within Equitable Advisors, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.
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In Private Wealth Management, we help our clients pursue their wealth management goals through careful advice & astute investment management. Partner with our identity & access management and middleware engineering teams to ensure the latest identity and entitlement best practices are integrated into the SingleStore ecosystem to meet our data security needs.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Develop and maintain an in-depth understanding of Wealth Management business areas, its products, and supporting functions. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
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Requirements include having an Active CPA, EA, or JD, having 5-6+ Years of Public Accounting/Wealth Management Experience, and having shown solid tenure in their past roles. Requirements: Active CPA license, Must have 4-7+ Years of Public Accounting Experience/Wealth Management Experience.
$140,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience.
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Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management. Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
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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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Ernst & Young LLP, Dallas, TX. Work with a team on all facets of hedge fund, private equity fund and asset management company taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
$106,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Provides management and guidance through effective communication related to carrying out Trust administration activities. Ability to demonstrate effective leadership and strategic management skills.
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Role: Product Manager (Wealth Management/Data Analytics) Should be well-versed in Agile - User Story Mapping, Backlog Prioritization and Management and Jira. Experience in wealth domain is good to have.
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Maintains current in-depth knowledge of afull range of trust-oriented services (e.g. personaltrusts, living trusts, wills, investment management,security custody, financial consulting, estate andtax planning.
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5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$169,650 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Provide comprehensive financial planning and investment advisory services that collectively evaluate and plan for retirement, estate planning, risk management, insurance needs, tax planning strategies, and cash flow.
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Establishes business partner relationships, primarily with line management, to develop business knowledge. Ability to successfully communicate to influence management and lead change in both strategic and tactical initiatives.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago
management job Title: wealth in Dallas, TX
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