Wealth management Jobs in Charlotte, NC

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Business Analyst with Wealth Management

Innorev Technologies, Inc

•

Charlotte, North Carolina, USA

Contract

Role: Business Analyst with Wealth Management Location: Charlotte, NC Duration: 12 Months+ W2 Role Job Description: Need a SQL Business Analyst with strong wealth management experience. Key Skills:Data Analysis, MS SQL, OracleWealth Management and M&A domain knowledgeCreate Data Mapping document, FRD, BRD and NFR
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Posted 5 days ago

Business Analyst - Banking & Wealth Management

Photon

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Remote

Full-time, Third Party

Job 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 a BSA, you will work closely with business stakeholders and IT teams to gather requirements, pr
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Posted 10 days ago | Updated 1 hour ago

Asset and Wealth Management Domain Consultant

Avance Consulting

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Remote

Full-time

Job Description The client is seeking an Asset and Wealth Management Domain Consultant to join the BFSI Analytics and Insights team. This consultant must be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes. Responsible for managing the change and transformational project requirement
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Posted 7 days ago

Sr Lead, DevSec Ops - Wealth & Asset Management

Northern Trust

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Remote or 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'
Posted 60+ days ago | Updated 7 hours ago

SQL Business Analyst

Innorev Technologies, Inc

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Charlotte, North Carolina, USA

Contract

Position: SQL Business Analyst Wealth Management Location: 4 5 days onsite in Charlotte, NC (Client site is in Fort Mill, SC approx. 20 minutes from Charlotte) We re looking for a SQL Business Analyst with strong experience in Wealth Management. Key Skills Required: Strong Data Analysis skills Proficiency in MS SQL and Oracle Domain expertise in Wealth Management and Mergers & Acquisitions (M&A) Experience creating Data Mapping Documents, FRDs, BRDs, and NFRs
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Posted 3 days ago

Product Owner

United IT Solutions

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Charlotte, North Carolina, USA

Contract

Title : Product Owner (Fee billing and commission), Location: Charlotte Metro area OR NYC (Hybrid) Overview We are seeking a strategic and results-driven Product Manager / Product Owner with deep domain experience in wealth management, specifically across fee billing, commissions, and advisor compensation systems. This role is critical in leading the modernization of our fee management and commissions platform, including a multi-year transformation leveraging Varicent. Key Responsibilities Own
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Posted 7 days ago

Wealth/Financial Management Sales

EMW Staffing Solutions LLC

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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
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Posted 60+ days ago | Updated 26 days ago

Product/Project/Program Manager - Wealth Advisory

VLink Inc

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Remote

Contract

Hope you are doing great. We are actively hiring for REMOTE JOB for Product Manager/ Project/Program Manager - Wealth Advisory role. This is a 100% REMOTE Job. Please let me know if you are interested in this job role. Title: Product Manager/ Project/Program Manager - Wealth Advisory Location: REMOTE Employment Type: Long Term contract Note: Candidates need to travel to NYC and CT location for meetings. Job Description : We are seeking a highly motivated and experienced Product/Project Manager
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Posted 5 days ago | Updated 4 days ago

Business Systems Analyst (BSA) - Remote

FutureTech Consultants LLC

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Remote

Contract

Business Systems Analyst (BSA) Duration: 6+ months Location: Remote Job 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 a BSA, you will work clos
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Posted 10 days ago | Updated 6 days ago

Vice President, IT Project Tech Lead - C13

Citi

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Remote or University at Buffalo, New York, USA

Full-time

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
Posted 8 days ago | Updated 7 hours ago

Engineering Manager (Hybrid)

First American Financial Corporation

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Remote or Santa Ana, California, USA

Full-time

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,
Posted 31 days ago | Updated 7 hours ago

Business Analyst - Retirement Systems - REMOTE

JSR Tech Consulting

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Remote

Contract

Summary - The ideal candidate will work closely with Product Owners, Solution Architects, and cross-functional Agile teams to define business requirements and support the delivery of high-value solutions aligned with SAFe (Scaled Agile Framework) principles in a fast-paced environment. Key Responsibilities Collaborate with Product Managers and Product Owners to gather and refine business and technical requirements. Translate business needs into clear, concise user stories with acceptance criteri
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Posted 55 days ago | Updated moments ago

Vice President, Data Quality Lead Analyst - C13 - TAMPA

Citi

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Remote or Tampa, Florida, USA

Full-time

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
Posted 8 days ago | Updated 7 hours ago

Backend Java Developer

Citi

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Remote or Irving, Texas, USA

Full-time

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
Posted 2 days ago | Updated 7 hours ago

SVP / Master and Reference Data Sr Lead

Citi

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Remote or New York, New York, USA

Full-time

The Reference and Master Sr. Lead is responsible for defining and guiding the technical execution of data quality, data governance processes and platforms in line with the Master and Reference Data Strategy. The overall objective is to support the creation, maintenance and adoption of a unified and consistently defined fit-for-purpose enterprise-wide Reference and Master Data domains. The role will work across all lines of business to assess the current state Master and Reference Data quality,
Posted 1 day ago | Updated 7 hours ago

Java Backend Engineer - AVP

Citi

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Remote or Tampa, Florida, USA

Full-time

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
Posted 12 days ago | Updated 7 hours ago

Associate Director, Software Engineer

UBS AG - Investment Banking

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Nashville, Tennessee, USA

Full-time

Your role UBS Business Solutions US LLC is seeking an Associate Director, Software Engineer in Nashville, TN Are you an innovative thinker? Do you enjoy delivering enhanced change capabilities across a range of business functions? Are you passionate about IT process automation using cutting edge tooling platforms? We're looking for an Associate Director, Software Engineer to: Develop Oracle database solutions in monitoring and oversight by analyzing business functional and technical requireme
Posted 6 days ago | Updated 7 hours ago

Senior Vice President, Data Quality Sr Lead Analyst - C14 - NEW YORK

Citi

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Remote or New York, New York, USA

Full-time

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
Posted 8 days ago | Updated 7 hours ago

Vice President, Senior Ab Initio Lead Developer

Citi

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Remote or Jersey City, New Jersey, USA

Full-time

Overview of the Organization: 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
Posted 14 days ago | Updated 7 hours ago

Sr Software Engineer II (Hybrid)

Principal Financial Group

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Remote or Des Moines, Iowa, USA

Full-time

What You'll Do We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative greenfield platform, we are seeking an experienced Technical solutions leader (individual contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically in the investing product space. Key Responsibilities: Design, develop, and maintain software solut
Posted 25 days ago | Updated 7 hours ago