Wealth Management jobs in California

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 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

Data Engineer (Snowflake, Python, AI/ML Data Pipelines)

Remote

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Today

A leading wealth management technology firm is seeking a Data Engineer to join their growing AI and Data team. This fully remote contract opportunity offers the chance to build modern data solutions leveraging Snowflake, Python, dbt, Airflow, and AI/ML technologies that support enterprise-scale analytics and next-generation AI applications. Candidates who convert to full-time should be in or willing to relocate to one of the organization's hub locations in Atlanta, GA; La Vista, NE; Oakdale, MN;

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Contract

$52 - $60

Lead Data Engineer

Remote or Hybrid

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Today

This Senior Cloud Data Engineer will join a team building and supporting a new AWS-based wealth data ingestion platform. The platform receives large vendor data feeds containing brokerage, trust, account, ownership, and transactional information, processes and validates that data, and makes standardized outputs available to downstream enterprise consumers. The environment is heavily AWS-native and currently leverages Python, Lambda, Step Functions, S3, Aurora/Postgres, Terraform, and GitHub Act

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Contract

$90-$100

Project Manager (Cybersecurity) (100% Remote)

Remote or Birmingham, Alabama

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Today

RESPONSIBILITIES: Kforce has a client that is seeking a Product Manager (Cybersecurity) for a 100% Remote role. Overview: Our client, a large financial services organization, is seeking an experienced IT Security Project Manager to lead and coordinate technology initiatives focused on cybersecurity vulnerability remediation and improving enterprise security posture. This individual will manage approximately 4-5 concurrent projects supporting technology teams across banking, wealth management,

Contract

$70 - $80 hourly

Data Supply Chain Analyst

El Segundo, California

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Today

RESPONSIBILITIES: A client with Kforce is seeking a Data Supply Chain Analyst to join their team. Summary: This role will focus on understanding, analyzing, and supporting third-party data flowing into the environment with particular emphasis on DTCC/DST data layouts, data exchanges, and processing within a broker/dealer environment. The ideal candidate will have direct, hands-on experience working with DTCC and/or DST-sourced data and be able to clearly articulate how they interacted with that

Contract

$50 - $60 hourly

Financial Planning Consultant

San Diego, California

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Today

Job Description As a Financial Planning Center Consultant, you will serve as a strategic thought partner and advisor-facing technical planning resource. You will help financial advisors understand, evaluate, and apply planning concepts across common and complex client scenarios, then translate those concepts into clear guidance and actionable business outcomes. This is a high-impact role focused on consultation, education, and decision support. It does not primarily involve creating financial pl

Full-time

USD 113,000.00 - 148,000.00 per year

Product Specialist, Rebalancing

San Francisco, California

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5d ago

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and wan

Full-time

USD 124,000.00 - 158,000.00 per year

Staff Product Designer

Remote

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Today

Staff Product Designer, Internal tools REMOTE Direct Hire 20% fee Up to $200K yearly Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. To achieve this, we leverage a "human-plus-tech" approach, combi

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Full-time

USD 175,000.00 - 200,000.00 per year

Business Systems Analyst

Walnut Creek, California

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Today

Description We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach t

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Full-time

USD 150,000.00 - 175,000.00 per year

Policy & Procedure Documentation Specialist

Remote

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Today

Description: Remote Our client seeks a senior technical writer responsible for policy documentation supporting the enterprise risk framework and management within the Canadian Wealth business segment. The specialist will develop, maintain, and enhance policies, procedures, standards, work instructions, and related governance documentation. The role will partner with stakeholders, subject matter experts, risk and compliance teams, and operational leaders to ensure documentation is accurate, com

Full-time

Senior Product Manager, Enterprise

Los Angeles, California

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17d ago

Full-time

USD 180,000.00 - 230,000.00 per year

Senior ServiceNow Administrator

Remote or St. Louis, Missouri

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Today

Job Description Summary: The Senior ServiceNow Administrator serves as a platform subject matter expert, leading complex administrative initiatives and mentoring junior administrators. This role focuses on platform optimization, governance, stability, and scalability. Job Description: Primary Responsibilities Design and implement scalable administrative and configuration solutionsLead platform upgrades, performance tuning, and health initiativesDefine and enforce configuration standards and gu

Full-time

USD 100,000.00 - 115,000.00 per year

Senior Cloud Security Engineer

San Francisco, California

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Today

Full-time

USD 200,000.00 - 240,000.00 per year

Senior Cloud Security Engineer

Los Angeles, California

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Today

Full-time

USD 170,000.00 - 225,000.00 per year

Senior Engineering Manager - Agent Experience

Menlo Park, California

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Today

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold think

Full-time

USD 264,000.00 - 310,000.00 per year

Staff Software Engineer - Files Platform

Remote

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Today

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end

Full-time

USD 158,000.00 - 248,000.00 per year

Project Manager - PM, Agile, Senior Project Manager, Sr Project Manager, Technical Project Manager

Remote

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Today

Project Manager - PM, Financial, Retirement or Investment Experience Type: W2 With Benefits - No C2C Location: Hybrid - Denver, CO OR Remote - will be supporting MST hours Top Technical Skills: Sr. Project ManagerWork with multiple project teamsMust own the project, and all meetingsUnderlying Projects are being run Agile - This is NOT a Scrum Master PositionStrong financial backgroundMust have Strong Communications Financial, Retirement or Investment ExperienceTop 3 Soft Skills: Soft Skills are

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Full-time

Depends on Experience

Advisor Support Representative

Los Angeles, California

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15d ago

Full-time

USD 57,000.00 - 76,000.00 per year

Senior Software Engineer (CA - Remote)

Remote or Santa Ana, California

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Today

Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported,

Full-time

USD 129,300.00 - 172,300.00 per year

Wealth Management jobs in California, USA