Wealth management Jobs

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Product Owner

LTIMindtree

•

Dallas, Texas, USA

Full-time

About Us: LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 9
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Posted 9 days ago | Updated 9 days ago

AS400 Developer- Remote Role(No layers in between)

Digipulse Technologies, Inc

•

Remote

Full-time

Hi Everyone, Please find below the role of high importance. Make sure before sending the profiles that the candidate have all key skills and have financial services orWealth managemnt/ brokerage domain experience in recent projects Role:AS400 developer, , remote role- C2C & W2 Skills: -Need for a AS400 developer. Someone who is very strong in hashtag RPG programming and has extensive experience in DB2 -Financial services experience is must. -Should be able to direct other developers and commun
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Posted 5 days ago | Updated 5 days ago

Infrastructure Project Manager Financial Background

IT Trailblazers, LLC

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New York, New York, USA

Full-time

Skills Required: - 15 years of technology project management experience - Financial services firm / industry - Coordination with various managers and technical personnel during all project phases - Experience in running Physical Infrastructure and Engineering relate Programs/Projects. - Intermediate-level knowledge in one or more of the following: LAN, WAN, Telecommunications, Datacentre Facilities - Proven ability to manage delivery/execution of a wide range of tasks and initiatives. - Proven a
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Posted 2 days ago

Cloud Data Engineer

Ethires LLC

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Alpharetta, Georgia, USA

Contract

Job Title: Agile Scrum Master Location: Alpharetta, GA (Hybrid) Contract: 6+ Months contract to hire Job Description A dynamic and technologically advanced team is looking for an experienced Agile Scrum Master. The ideal candidate embodies the core values being client focused, lead with excellence, do the right thing, and team oriented. The candidate brings knowledge of Agile principles and ceremonies, experiences in collaboration across complex organizations, removing impediments, and ensuring
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Posted 10 days ago

Open Banking Engineer

Enterprise Engineering

•

New York, New York, USA

Contract

Open Banking Business Analyst 4 days on site Contract to hire NYC, NY (LOCAL ONLY) Skills Required: BA with 5 years of Wealth / Brokerage experience All the data is wealth / consumer focused Open Banking Discovery and Gap Analysis experience required Java, Postman experience Excellent communication will be going to clients to do presentations
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Posted 26 days ago

Open Banking Engineer

Enterprise Engineering

•

New York, New York, USA

Contract

Open Banking Business Analyst 4 days on site Contract to hire NYC, NY (LOCAL ONLY) Skills Required: BA with 5 years of Wealth / Brokerage experienceAll the data is wealth / consumer focusedOpen Banking Discovery and Gap Analysis experience requiredJava, Postman experienceExcellent communication will be going to clients to do presentations
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Posted 58 days ago | Updated 26 days ago

Project Manager - Wealth Managemet

Mindlance

•

Boston, Massachusetts, USA

Contract

Project ManagerLocation: New York City, Boston, or Springfield, MADuration: 12 monthsW2 Only. Minimum Qualifications:Bachelor s degree8+ years relevant Program/Project Management experience; driving execution of large complex projects, experience with delivering projects involving financial services products, preferably asset and wealth management products, processes (e.g. Fixed Income, Equity, OTC, Alternatives, Trust Services, Trade Order Management, Execution Management, CRM, Onboarding, Fina
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Posted 3 days ago | Updated 2 days ago

UX Designer - Advisory Platforms - AVP

Morgan Stanley

•

Chicago, Illinois, USA

Full-time

Overview The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in
Posted 9 days ago | Updated moments ago

Technical Scrum Lead, Specialist

Vanguard

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Dallas, Texas, USA

Full-time

We are seeking a Scrum Lead for Wealth Management platform, who is enthusiastic about Agile as they are about serving our clients. Wealth Management clients touch multiple lines of business and serviced by our Self-Directed, Advised, and Institutional platforms. This resource would be part of a team supporting the 'Advice & Wealth Management Technology' division of Vanguard. You will use Agile methodologies to identify & track Risks, dependencies, and Process improvements for cross functional te
Posted 9 days ago | Updated moments ago

Private Client Financial Advisor

Citizens

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Burlington, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 8 days ago | Updated 16 hours ago

Private Client Financial Advisor

Citizens

•

Waltham, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor

Citizens

•

Watertown, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor - Upper Manhattan, NYC

Citizens

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New York, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY

Citizens

•

Rye, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor - Midtown Manhattan, NYC

Citizens

•

New York, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor - Brooklyn, NY (Borough Park)

Citizens

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Brooklyn, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor - Canal Street, Manhattan

Citizens

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New York, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY

Citizens

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Greenwich, Connecticut, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor - Somerset, NJ

Citizens

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Franklin Township, New Jersey, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago

Private Client Financial Advisor - Manhasset, Long Island

Citizens

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Manhasset, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 12 days ago | Updated 16 hours ago