Wealth Management jobs

Hybrid in New York, New York

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Today

wealth management Operations Analyst Duration: 6 Months + Location: New York, NY (4 days onsite), w2 candidates only Responsibilities include but are not limited to: Work with internal teams to open and maintain accounts for clients of the firm, including gathering documents, verifying key information, validating completeness and effectively communicating with business partners/stakeholders.Facilitate the successful and smooth transition of securities and cash transfers including retrieving requ

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Contract

$50 - $55

Test Lead with Wealth Management & AI-driven testing experience

Hybrid in New York, New York

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16d ago

Role: Test Lead with Wealth Management & AI-driven testing experience Location: Windsor, CT / Boston, MA / New York, NY Mode of Hire: Full Time Position Summary We are seeking a highly experienced Test Lead - Wealth Management to establish and lead an enterprise-wide Quality Engineering and Testing Practice for large-scale Wealth Management transformation program. This role requires a strategic leader who can define end-to-end testing methodologies, implement AI-powered test automation framewor

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Full-time

Depends on Experience

Senior Product Owner with Scrum Master experience - Wealth Management

Hybrid in Fort Mill, South Carolina

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16d ago

Senior Product Owner with Scrum Master experience - Wealth Management Location: Fort Mill, SC Mode of Hire: Full Time Job Summary: We are seeking a highly experienced Senior Product owner with a strong background in the Wealth Management domain.The ideal candidate will have over 12 years of experience, with a proven track record as a Product Owner and Scrum Master.This role requires a strategic thinker who can effectively manage product development processes, facilitate scrum ceremonies, and co

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Full-time

Depends on Experience

Lead Business Analyst (Wealth Management)

Hybrid in St. Petersburg, Florida

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23d ago

Skill in: 10+ years of business analysis experience within financial services, Wealth Management, Trading Systems, or enterprise technology environmentsdemonstrating depth, versatility, and domain expertise is preferred.Experience with Equities, Fixed Income, Mutual Fund, SMA, UMA etc. products and familiarity with trading workflows or platforms is a strong plus and will greatly accelerate success in this role.Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies, with the

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Contract

Depends on Experience

Hiring:: Mainframe Developer (AmTrust /Wealth Operations/Management) || Cincinnati, OH

Ohio

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Today

Role: Software Engineer (Mainframe Trust Systems) with AmTrust or Wealth Operations/Management exp. Location: Cincinnati, OH Need candidate to work onsite from Day 1 (4 days a week onsite) NO REMOTE Experience with AmTrust or Wealth Operations/Management is mandatory to have We are seeking Software Engineers with strong Mainframe development experience to implement Trust platform enhancements identified during Operations workshops. The ideal candidates will actively participate in business wor

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Contract, Third Party

Business Analyst (Wealth/Investment Management)

Remote

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6d ago

Only Citizen We are looking for individuals who can connect wealth management business needs with data and analytics, working with the Strategic Initiatives Office to translate priority business needs into rigorous analysis, insights, and decision support. Successful candidates will understand the wealth management business, be highly analytical and data savvy, and be comfortable working with Strategy and business leaders to understand the questions they are trying to answer, determine how data

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Contract

$60 - $70

Senior Product Owner with Scrum Master and Wealth Mangement

South Carolina

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Today

Senior Product Owner with Scrum Master and Wealth Mangement experience Fort Mill, SC(Onsite) Position Summary: We are seeking a highly experienced Senior Product owner with a strong background in the Wealth Management domain. The ideal candidate will have over 12 years of experience, with a proven track record as a Product Owner and Scrum Master. This role requires a strategic thinker who can effectively manage product development processes, facilitate scrum ceremonies, and communicate effective

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Contract, Third Party

Senior Fintech Integration Engineer

Hybrid in Dallas, Texas

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3d ago

Senior Fintech Integration Engineer (2 Positions)Location:Hybrid, 1 day/week onsite (Dallas or Mountain View)Any Visa will work Key Requirements: 8-10 year experience, recent hands-on experience within fintech, wealth management, brokerage, or banking environments. Strong experience integrating financial platforms and third-party APIs.Experience with BNY Mellon Pershing APIs including trade execution, clearing, and account integration.Experience integrating Conquest Planning or similar financia

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Contract, Third Party

Depends on Experience

Senior Financial Advisor

Hybrid in Santa Ana, California

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Yesterday

Senior Financial AdvisorLocation: Santa Ana, CA Work Arrangement: Hybrid Employment Type: Full-Time Job SummaryWe are seeking an experienced Senior Financial Advisor to join our growing wealth management team. The ideal candidate will have experience advising high-net-worth individuals and families, providing comprehensive financial planning and investment guidance, and developing strong long-term client relationships. The Senior Wealth Advisor will also be responsible for meeting with and conve

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Full-time

Depends on Experience

Software Development Associate Director - Wealth Management Project Manager

Charlotte, North Carolina

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Today

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Software Development Associate Director to join our team in Charlotte, North Carolina (US-NC), United States (US). Location: Charlotte, NC or New York, NY Role Overview: Looking for an experienced Project Manager to lead technology and integration initiatives within the

Full-time

USD 75.00 - 84.00 per hour

Sr Data Scientist- Wealth Management

Columbus, Ohio

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Today

Job Description The Senior Data Scientist will serve as a strategic analytics partner to Citizens Wealth Management and Private Banking, combining advanced predictive modeling with campaign analytics and cross-functional collaboration to drive client acquisition, retention, and AUM growth. Working closely with business leaders, digital media partners, and technology stakeholders, you will translate complex data into marketing strategies and actionable insights that directly influence business o

Full-time

USD 124,000.00 - 165,000.00 per year

J.P. Morgan Wealth Management - Senior Associate, Product - AI

New York, New York

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Today

Job Description AI is central to our long-term growth, and you can help shape how it shows up for advisors and clients across the firm. You'll partner directly with financial advisors and teams to turn real pain points into practical AI capabilities. You'll grow your product craft and technical edge while working with technologists, designers, and business stakeholders. Join a team that values hands-on building, user feedback, and meaningful impact, with strong career mobility and development o

Full-time

USD 99,750.00 - 155,000.00 per year

Wealth Management Data Platforms for Financials - Vice President

South Jordan, Utah

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Today

Wealth Management Data Platforms for Financials - Vice President South Jordan, Utah Position Summary This role is responsible for defining and executing the strategy, governance, and business oversight of Wealth Management financial data to ensure accuracy, accessibility, security, and regulatory compliance while enhancing client and business outcomes. Serving as the Product Owner for the Wealth Management Middle Office, the firm's horizontal financial data platform, this leader will drive th

Full-time

USD 250,000.00 - 450,000.00 per year

Data Scientist Manager Vice President - Wealth Management

New York, New York

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Today

Job Description Data can change the way clients experience wealth management-when it is translated into decisions people can act on. In this role, you will lead a team that connects product, strategy, and operations to measurable outcomes through analytics, machine learning, and artificial intelligence. You will tackle high-impact questions, build scalable capabilities, and help shape how the business prioritizes what matters most. If you are energized by ambiguity and motivated by real-world i

Full-time

USD 147,250.00 - 215,000.00 per year

Lead Software Engineer - Java - Wealth Management

Jersey City, New Jersey

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Today

Job Description We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Asset & Wealth Management, Wealth Management Investments Platform, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critic

Full-time

USD 156,750.00 - 215,000.00 per year

Wealth Management , Private Bank CIO Team ,Portfolio Analytics , Vice President

New York, New York

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Today

Job Description Wealth Management - Private Bank CIO Team - Portfolio Analytics - Vice President J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors

Full-time

USD 147,250.00 - 215,000.00 per year

Wealth Management - KYC Data Product Manager - Vice President

Jersey City, New Jersey

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Today

Job Description As the Global Private Bank KYC Data Domain Product Manager in the KYC Data team, you will lead the vision, roadmap, and execution of KYC data products. Our KYC Data team shapes the standards, architecture, and delivery of KYC data products, enabling secure, compliant, and scalable solutions across the firm. We collaborate closely with business, technology, and risk partners to deliver high-quality data products that support regulatory, operational, and business objectives. You w

Full-time

USD 133,000.00 - 215,000.00 per year

Software Engineer II - Asset & Wealth Management Technology

Jersey City, New Jersey

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Today

Job Description You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you. As a Software Engineer II at JPMorganChase within the Asset & Wealth Management Technology organization, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way. As an emerging membe

Full-time

USD 123,500.00 - 150,000.00 per year

Senior Manager, Wealth Management Technology Development

Chicago, Illinois

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Today

Application Deadline: 10/30/2026 Address: 320 S Canal Street Job Family Group: Technology Please note: Wealth Management Experience is a MUST Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into technical specifications, writing code and managing t

Full-time

USD 100,000.00 - 220,000.00 per year

Wealth Management - Product Owner for Investments Data - Vice President

New York, New York

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Today

Job Description Join our dynamic team and make a meaningful impact by delivering high-quality, AI-ready data-products that resonate with clients. You enjoy shaping the future of data-product innovation as a core leader, guiding value for customers, successful launches, and expectations. Job Summary As a Product Owner within the Private Bank Chief Data & Analytics Office (CDAO), you will lead the end-to-end lifecycle of data products that support business objectives and customer needs across W

Full-time

USD 133,000.00 - 215,000.00 per year