- Alight (PR)
- ** Wealth Client Technology Manager ** Are you passionate about data and visualizing it in new and exciting ways? Are you a fast learner who is fascinated ... if you embody the meaning of Be Alight. Learn more at careers.alight.com. The ** Wealth Client Technology Manager i** sa client -facing expert… more
- BlackRock (New York, NY)
- …someone interested in Technology who is looking to learn about the Wealth Management industry and gain experience in working with clients across complex advisory ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...investment vehicles, and the industry-leading iShares(R) ETFs. The Aladdin Wealth Tech team partners with wealth management… more
- Zions Bancorporation (Salt Lake City, UT)
- …of controls to address the risks associated with vendors. We are currently seeking a Wealth Technology and Operations Manager within the EWM Team to manage ... is located in Salt Lake City, Utah. Description The Wealth Technology and Operations Manager ...+ Oversee all day-to-day operational activities that support the Wealth team's ability to deliver a fantastic client… more
- M&T Bank (Wilmington, DE)
- …using Agile best practices. **Job Description** + Reporting to the Head of M&T Wealth Technology , the successful candidate will be a key member of the ... We are looking for a manager of our Investment Management Technology ...technology to solutions that would benefit the M+T Wealth business. + Ability to develop community of practices… more
- Citigroup (New York, NY)
- The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against the digital wealth platform across all segments ... our brand promise, we must operate as a truly client -centric organization, driving a high tech, high touch experience...full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... BI on a new journey of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play a pivotal role in spearheading the… more
- Mirador (Stamford, CT)
- Solutions Project Manager Grounded in Wall Street and enabled by technology , Mirador combines powerful data science and deep financial expertise to provide ... and workflows We are looking for a strong Project Manager / PMO to join our Solutions team to...internal stakeholders + 3-5 years of work experience in wealth management or technology industry; entrepreneurial mindset… more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on ... As an account manager you will support Wealth Management Client Advisors and their clients...needs + Experience with onboarding & management of digital distribution/ technology platforms and custodian relationships + Ability to effectively… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …partnership with a reputable Registered Investment Advisory firm looking to add an Associate Wealth Manager to their dynamic team. The role presents an exciting ... tasks such as tax planning and quarterly billing - Participate in regular Wealth Manager meetings Qualifications: - Bachelor's degree in a financial field… more
- Mirador (Stamford, CT)
- …fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding ... Grounded in Wall Street and enabled by technology , Mirador combines powerful data science and deep...U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of… more
- Grant Thornton LLP (Arlington, VA)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...strategies + You have excellent analytical, technical, and tax accounting/ technology skills + You have exceptional client … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …me your resume Our client is one of the most highly regarded wealth management firms in San Francisco. As a product of their personalities and aptitude, they ... and run tax/activity reports as needed. + Special Projects Manager : Oversee special projects including client development,...client is one of the most highly regarded wealth management firms in San Francisco. As a product… more
- BMO Financial Group (San Francisco, CA)
- …operational problems, developing data analytics for management reporting and leading business technology initiatives. The Private Wealth Analyst will assist team ... single reference point for service to families of significant wealth . Our mission is to be the family office...is to be the family office that defines exceptional client experience. We seek to provide the most high-touch,… more
- Wells Fargo (Charlotte, NC)
- …** Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization ... advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a... Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Management… more
- Wells Fargo (Charlotte, NC)
- …** Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization ... advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a... Associates. Wells Fargo is seeking a Senior Product Manager to join our Client Relationship Management… more
- DXC Technology (Austin, TX)
- **Job Description:** DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data ... public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer… more
- Citigroup (New York, NY)
- …Our goal is to deliver expertise and premier level of service while helping grow, manager , and preserve wealth . As we partner with our clients, we can provide ... of defense, to define client -centric lending products tailored to each client segment needs. Deepen/strengthens key Wealth lending client relationships… more
- BlackRock (New York, NY)
- …development, and product management teams. **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving the global wealth ... on how to improve their use. Each Product Marketing Manager (PMM) owns a key user segment and/or product...**Desired Qualifications** + 7-10+ years of meaningful experience in wealth management or private banking in client -facing,… more
- M&T Bank (Wilmington, DE)
- …as financial institution technology exposure, especially in Commercial, Credit, Wealth Management, Capital Markets, or Institutional Client Services is ... validations as assigned, under the supervision of a Lead Auditor or Manager . **Primary Responsibilities** + Participates in audits by executing assigned tasks in… more
- Wells Fargo (Charlotte, NC)
- **2025 Wealth & Investment Management Summer Internship - Early Careers** **About this role:** Wells Fargo is seeking talent to join the 2025 Wealth & Investment ... about the career areas and lines of business at wellsfargojobs.com **Business Overview** Wealth & Investment Management, or WIM, is one of the United States' leading… more