Wealth management Jobs

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Business Systems Analyst (BSA) - Banking & Wealth Management

Photon

Cleveland, Ohio, USA

Full-time

Locations: Onsite Any location Albany, NY Buffalo, NY Columbus, OH Cleveland, OH Dallas, TXJob Summary: We are seeking a highly skilled Business Systems Analyst (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus, Charles River, Pershing. The ideal candidate will have a deep understanding of wealth management processes, banking operations, and experience in delivering high-quality business solutions. As

Manager of Client Services - Wealth Management

Inspire Recruitment Inc.

McLean, Virginia, USA

Full-time

This role will be a hybrid position based in the Greater Mclean VA / Tysons Corner area. It will involve an initial 90 days of 5 days/week on-site during the training period. Compensation includes a competitive base salary plus revenue share program with aggressive salary increases and "bonuses" based on company growth/performance. This program has proven very lucrative over the last 10 years for employees. Our client is a top Wealth Management Firm that provides comprehensive financial planni

Python Developer with Wealth Management

SES

Denver, Colorado, USA

Full-time

Top 5 Technical Skills: Python SQL EMR AWS

Client Services Associate - Wealth Management

Inspire Recruitment Inc.

McLean, Virginia, USA

Full-time

This role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week on-site during the training period. Our client is a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients. We are looking for a Client Service Associate to support our client base

Wealth Management Business Analyst

Infosys Technologies Ltd

Charlotte, North Carolina, USA

Full-time

Infosys is seeking a Business Analyst in Wealth Management Domain. As a consultant, you will be an expert contributing to different phases of the consulting lifecycle. You will be intensely involved in business process consulting; you will define the problem, propose and create the solution. You will also play an important role in the development, configuration and deployment of the overall solution. You will guide teams on project processes, deliverables and contribute to the proposal developme

Data Architect with accounting /Portfolio accounting /Wealth Management Domain experience

Smart Folks Inc.

Lake Mary, Florida, USA

Contract, Third Party

Mandatory - Note - Data Architect with knowledge in domain specifically fund accounting /Portfolio accounting /Wealth Management Job Summary: We are seeking a highly skilled and experienced Data Architect to join our team. The ideal candidate will have a strong background in data architecture, with expertise in Snowflake, Erwin, fund accounting, and portfolio accounting. As a Data Architect, you will be responsible for designing, implementing, and optimizing data solutions that support financia

SSIS/SQL/.Net Lead Software Engineer- Wealth Management (Remote)

First-Citizens Bank & Trust Company

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. Leads technical efforts in the development, implementation, and maintenance of complex systems. Supports productions systems by resolving complicated issues and ensu

SSIS/SQL/.Net Lead Software Engineer- Wealth Management (Remote)

First-Citizens Bank & Trust Company

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. Leads technical efforts in the development, implementation, and maintenance of complex systems. Supports productions systems by resolving complicated issues and ensu

SSIS/SQL/.Net Lead Software Engineer- Wealth Management (Remote)

First-Citizens Bank & Trust Company

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. Leads technical efforts in the development, implementation, and maintenance of complex systems. Supports productions systems by resolving complicated issues and ensu

SSIS/SQL/.Net Lead Software Engineer- Wealth Management (Remote)

First-Citizens Bank & Trust Company

Remote or Arizona, USA

Full-time

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. Leads technical efforts in the development, implementation, and maintenance of complex systems. Supports productions systems by resolving complicated issues and ensu

SSIS/SQL/.Net Lead Software Engineer- Wealth Management (Remote)

First-Citizens Bank & Trust Company

Remote or Georgia, USA

Full-time

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. Leads technical efforts in the development, implementation, and maintenance of complex systems. Supports productions systems by resolving complicated issues and ensu

SSIS/SQL/.Net Lead Software Engineer- Wealth Management (Remote)

First-Citizens Bank & Trust Company

Remote or Texas, USA

Full-time

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. Leads technical efforts in the development, implementation, and maintenance of complex systems. Supports productions systems by resolving complicated issues and ensu

Business Analyst (Broker Dealer & Wealth Management experience)

Xoriant Corporation

Charlotte, North Carolina, USA

Contract

Position Title: Business Analyst (Wealth Management) Location: Charlotte, NC (Hybrid) Duration: 6 Months contract to hire Job Description: Individuals must have Minimum of 5 years experience at a US Broker Dealer as a business analyst. Working in Equities, ETO s, Mutual Funds and Fixed Income Markets. Some experience in Margin Lending and Security Finance would be advantageous.Vendor management experienceEnd-to-End project delivery experienceCollaborating with vendors and internal/external sta

SSIS/SQL/.Net Lead Software Engineer- Wealth Management (Remote)

First-Citizens Bank & Trust Company

Remote or Massachusetts, USA

Full-time

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. Leads technical efforts in the development, implementation, and maintenance of complex systems. Supports productions systems by resolving complicated issues and ensu

Pega Business Analyst(Wealth Management) @ Toronto, ON - Long Term

Atlantis IT group

Almont, Colorado, USA

Full-time

Job DescriptionJob DescriptionRole Name: Pega Business Analyst(Wealth Management) Location : Toronto, ON - Hybrid Duration : Long Term Knowledge of Pega, SQL and Data Modelling is must, Provide support to all applications Prepare all project requirements and develop all associated projects for various applications ? Good Wealth Management knowledge, familiar with Wealth Management data. ? Worked on Data and mappings ? Can write SQL queries for data analysis ? Good at creating Technical specs, Ca

Wealth/Financial Management Sales

EMW Staffing Solutions LLC

Remote

Full-time

Thank you for your possible interest. Please apply for further information. Term: Open, either 1099 or w2 employee status Location: Open anywhere in the continental US and US territories Role: Financial/Wealth Advisor Client: Domestic US Investing House $: Compensation and terms are open for this role. Enterprise Level Financial Services Firms seeks accomplished Wealth/Financial Advisors. Seeking candidates with at least $ 300 K T/12 or $50 million AUM in production. Some of the many benefits

BSA with Wealth Management

Net2Source Inc.

Almont, Colorado, USA

Contract

Net2Source Inc. is an award-winning total workforce solutions company recognized by Staffing Industry Analysts for our accelerated growth of 300% in the last 3 years with over 5500+ employees globally, with over 30+ locations in the US and global operations in 32 countries. We believe in providing staffing solutions to address the current talent gap - Right Talent - Right Time - Right Place - Right Price and acting as a Career Coach to our consultants. If you are interested, please reply with b

Business Analyst (Broker Dealer & Wealth Management experience)

Xoriant Corporation

New York, New York, USA

Contract

Position Title: Business Analyst (Wealth Management) Location: Midtown/Manhattan, NY (Hybrid) Duration: 6 Months contract to hire Job Description: Individuals must have Minimum of 5 years experience at a US Broker Dealer as a business analyst. Working in Equities, ETO s, Mutual Funds and Fixed Income Markets. Some experience in Margin Lending and Security Finance would be advantageous.Vendor management experience End-to-End project delivery experience Collaborating with vendors and internal/ext

Business Information Security Officer (BISO) - Wealth Management

Northern Trust

Chicago, Illinois, USA

Full-time

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world'

Product Manager, Digital Wealth Platforms

The Skyline Group of Companies

Guelph, North Dakota, USA

Full-time

Job DescriptionJob DescriptionWe are looking for a passionate, driven and energetic candidate to join our team for the position of Product Manager, Digital Wealth Platforms. This position is located at our head office in Guelph, Ontario and is expected to be in the office 4 days per week. Skyline Wealth Digital Solutions is transforming the way Skyline Wealth Management is experienced, combining cutting-edge technology with deep client insights to create a world-class digital wealth platform.