Wealth Management jobs in Santa Ana, CA

Hybrid in Irvine, California

•

3d ago

Role: CRD Product Manager Location: Irvine, CA Duration: 12+ months Job description: 8+ years of experience in Product Management with exposure to Program Management Experience and strong knowledge of wealth management (e.g., client onboarding, financial planning, investment management, reporting) Ability to define product vision, strategy, and roadmaps; manage backlog and prioritization Experience engaging with senior stakeholders, including C-suite, in a consultative way Strong communication,

Easy Apply

Full-time

Senior Software Engineer (Remote in CA)

Remote or Santa Ana, California

•

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 126,100.00 - 168,100.00 per year

Senior Data Analyst

Remote

•

8d ago

Job Summary: We are seeking a highly skilled Data Analyst with strong Wealth Management domain knowledge and backend cloud data processing experience. The ideal candidate will analyze complex financial datasets, support data quality initiatives, and work closely with engineering teams to ensure reliable, cloud-based data solutions. Key Responsibilities: Analyse Wealth Management data, including portfolios, holdings, trades, transactions, and market/pricing data.Perform data validation, reconcili

Easy Apply

Full-time

$140,000 - $160,000

Dot Net Developer with Trading EXP.

Remote

•

Yesterday

JOB DESCRIPTION: Please apply only if you have Investment banking/Capital market experience. W2 ONLY (No C2C) Role: Dot Net Developer with Trading EXP. Location: NY(Remote) Job Type: W2 Client is looking for a reliable full stack Dot Net developer ASAP.Wealth Management & Capital Market (Trading, Equities, , Portfolio) Exp. Must.SQL, C#, .NET, Full stack developer with 8+ years of experienceProficiency in C#, .NET framework, and object-oriented programming principles.Experience with financial mo

Easy Apply

Full-time

$100,000 - $120,000

Product Specialist - Front-Office Trading - Investment Trading Software - Charles River Development

Los Angeles, California

•

8d ago

Position located in Malvern / Berwyn PA What we are looking for The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River Technical Support and Product res

Full-time

Head of U.S. Family Office and Firm Banking

Los Angeles, California

•

12d ago

Application Deadline: 02/27/2026 Address: 300 S. Grand Ave. Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lend

Full-time

USD 164,400.00 - 285,600.00 per year

Wealth - Data Analyst SVP

Remote or New York, New York

•

Today

As part of our group of innovative thinkers, you'll be at the forefront of disrupting and revolutionizing the industry, tackling complex challenges to meet the needs of our front office users and clients. In this role, you will manage different technology teams tasked with the buildout of a global federated customer master and related automation of customer processes. This role requires a strategic thinker with expertise in analytics, data management, and wealth management. The individual will

Full-time

USD 176,720.00 - 265,080.00 per year

Applications Development Technology Lead Analyst, Vice President

Remote or Jersey City, New Jersey

•

Today

Overview of Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is sys

Full-time

USD 142,320.00 - 213,480.00 per year

Data Analytics Sr Lead Analyst - C14 - NEW YORK

Remote or New York, New York

•

Today

We are seeking a detail oriented and technically skilled Business Analytics team member to join our Data Analytics and Innovation organization. The ideal candidate will play a pivotal role in bridging the gap between business needs and data driven solutions. You will work closely with the Investments business in Wealth Management to gather requirements, analyze complex datasets and deliver actionable insights leveraging your proficiency in SQL, Python and analytical tools such as Dataiku to driv

Full-time

USD 176,720.00 - 265,080.00 per year

Infrastructure Senior Tech Analyst, Assistant Vice President

Remote or Roanoke, Texas

•

Today

Full-time

USD 96,400.00 - 144,600.00 per year

Senior Infrastructure Production Support Analyst, Endpoint and Network Security, VP

Remote or Irving, Texas

•

Today

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic

Full-time

USD 125,760.00 - 188,640.00 per year

Infrastructure Technology Lead Analyst, Vice President

Remote or Roanoke, Texas

•

Today

Full-time

USD 125,760.00 - 188,640.00 per year

Cloud Security Reliability Engineer (SRE), Vice President

Remote or Irving, Texas

•

Today

Full-time

USD 125,760.00 - 188,640.00 per year

Applications Developer Specialist

Remote or Irving, Texas

•

Today

Overview of the Role: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is

Full-time

USD 107.00 per hour

Cloud Security Engineer - Assistant Vice President

Remote or Irving, Texas

•

Today

Overview of Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management As a bank with a brain and a soul, Citi creates economic value that is syste

Full-time

USD 96,400.00 - 144,600.00 per year

Azure Engineer, VP

Remote or Irving, Texas

•

Today

Overview of the Role Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is

Full-time

USD 125,760.00 - 188,640.00 per year

Java Full Stack Developer

Remote or Irving, Texas

•

Today

Full-time

USD 125,760.00 - 188,640.00 per year

Global HR Operations Leader

Remote or New York, New York

•

12d ago

Who We Are: We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform fr

Full-time

USD 180,000.00 - 200,000.00 per year

Full Stack Java Developer- Assistant Vice President

Remote or Irving, Texas

•

Today

Job Description Overview of the Role Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates econom

Full-time

USD 107,120.00 - 160,680.00 per year

Technical Support Lead, HyperCare Payment Platforms, Senior Vice President

Remote or Irving, Texas

•

Today

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and a

Full-time

USD 156,160.00 - 234,240.00 per year

Filter Results

Job post features

Posted date

Work settings

Employment type

Distance

Employer type

Work authorization

Wealth Management jobs in Santa Ana, CA, USA