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Wealth management jobs

340 results (6 new)

Avance Consulting

Automation Lead - Playwright

Raleigh, North Carolina

•

5d ago

Primary Responsibilities Design, develop, and maintain automated test scripts using Playwright for UI testing. Build and execute API test automation using Postman and Rest Assured. Integrate automated tests into CI/CD pipelines using GitHub Actions and Jenkins. Collaborate with cross-functional teams to understand requirements and translate them into test cases. Perform functional, regression, and integration testing across web and API layers. Analyze test results, identify defects, and work wit

Easy Apply

Full-time

NTT DATA Americas, Inc

Wealth Platform Data Project Manager

Hybrid in Oaks, Pennsylvania

•

Today

Company Overview: Req ID: 344210 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 Wealth Platform Project Manager to join our team in Philadelphia, Pennsylvania (US-PA), United States (US). Job Description: The Role As a Sr. Consultant, you will have access to incredible on-the-job learning experiences. You will work coll

Easy Apply

Contract

BASED ON EXPERIENCE

Neodym Technologies

Envestnet SME/BSA

Remote

•

4d ago

Role: Envestnet SME/BSA (Remote) JPC - 6962 - 6-12/24 Client: Photon Visa: USCEAD/EAD JD:- We are seeking an experiencedEnvestnet Subject Matter Expert (SME)to support the design, integration, and optimization of Envestnet platform solutions for banks, wealth management firms, and financial institutions. The ideal candidate will bring deep domain expertise inEnvestnet integrations, APIs, portfolio/account data flows, and wealth technology ecosystems, along with strong technical skills in Java

Contract

Depends on Experience

Citizens

Private Client Financial Advisor - Albany, NY

New York

•

Today

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

Full-time

Citizens

Private Client Financial Advisor - Albany, NY

New York

•

Today

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

Full-time

Citizens

Private Client Financial Advisor - Albany, NY

Slingerlands, New York

•

Today

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

Full-time

Citizens

Private Client Financial Advisor - Poughkeepsie, NY

Middletown, New York

•

Today

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

Full-time

USD 105,000.00 - 250,000.00 per year

Citizens

Private Client Financial Advisor - Poughkeepsie, NY

New York

•

Today

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

Full-time

USD 105,000.00 - 250,000.00 per year

Citizens

Private Client Financial Advisor - Brooklyn, NY

Brooklyn, New York

•

Today

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

Full-time

USD 105,000.00 - 250,000.00 per year

Citizens

Private Client Financial Advisor - Poughkeepsie, NY

Poughkeepsie, New York

•

Today

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

Full-time

USD 105,000.00 - 250,000.00 per year

Citizens

Private Client Financial Advisor - Williamsville, NY

Williamsville, New York

•

Today

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

Full-time

USD 105,000.00 - 250,000.00 per year

Citizens

Private Client Financial Advisor - Rochester, NY

Irondequoit, New York

•

Today

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

Full-time

USD 105,000.00 - 250,000.00 per year

Citizens

Private Client Financial Advisor - Newark, NJ

Newark, New Jersey

•

Today

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

Full-time

USD 105,000.00 - 250,000.00 per year

Citizens

Private Client Financial Advisor - Elizabeth, NJ

Elizabeth, New Jersey

•

Today

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

Full-time

USD 105,000.00 - 250,000.00 per year

National Financial Partners

HR Coordinator (Hybrid)

Berkeley Heights, New Jersey

•

22d ago

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: Summary of the Role: The HR Coordinator plays a k

Full-time

USD 60,000.00 - 70,000.00 per year

Photon

Envestnet SME - Integration & Platform Specialist

Cleveland, Ohio

•

2d ago

Envestnet SME - Integration & Platform Specialist Cleveland, OH / Dallas, TX / Chicago, IL Job Summary We are seeking an experienced Envestnet Subject Matter Expert (SME) to support the design, integration, and optimization of Envestnet platform solutions for banks, wealth management firms, and financial institutions. The ideal candidate will bring deep domain expertise in Envestnet integrations, APIs, portfolio/account data flows, and wealth technology ecosystems, along with strong technical sk

Easy Apply

Contract, Third Party

Depends on Experience

Morgan Stanley

UI Designer - Design Language, Associate

Chicago, Illinois

•

Today

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 an immens

Full-time

USD 80,000.00 - 115,000.00 per year

Atlantis IT Consulting Group LLC

Business Analyst with Banking Domain Exp

Hybrid in Cleveland, Ohio

•

2d ago

Cleveland, OH (or) Buffalo, NY HYBRID MODEL - 3 days onsite - 2 days remote Job Description: We are looking for a Technical Business Analyst with strong banking domain experience and a solid technology background. The ideal candidate is someone who has worked as a BA but also understands systems, data flows, and technical components such as APIs, integrations, databases, and application architecture. Key Responsibilities: Work with business and technology teams to gather, analyze, and document

Easy Apply

Part-time

Depends on Experience

Kforce Technology Staffing

Data Systems Analyst

Westlake, Texas

•

Yesterday

RESPONSIBILITIES: Kforce has a client in Westlake, TX that is seeking a Data Systems Analyst. Summary: This position requires excellent analytical skills, superb communication skills and the ability to work on different projects with diverse scope, complex business and technical requirements in a multi-platform and highly integrated data environment. The Data Systems Analyst gathers requirements for new features or enhancements for Alternate Investment Data Initiative. We are looking for someon

Contract

$65 - $75 hourly

Genesis10

Technology Data Governance and Management Senior Analyst

Plano, Texas

•

Today

As a Technology Data Governance Senior Analyst, you will report to the AVP of Data Delivery and Data Governance to collaborate, plan and execute data lineage and sensitive data related work across all the systems at Fisher Investments. You will work with various teams (Legal and Compliance Department, Enterprise Risk Management and Technology teams) to define and guide policies and enable data to be covered for reporting. As a Data Management and Governance expert, you will partner with our inte

Easy Apply

Full-time

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