Wealth management Jobs in Portland, OR

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Asset and Wealth Management Domain Consultant

Avance Consulting

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

Business Analyst - Banking & Wealth Management

Photon

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

Sr Lead, DevSec Ops - Wealth & Asset Management

Northern Trust

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'

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

Charles River (CRD) Technology Manager

Fisher Investments

Camas, Washington, USA

Full-time

Overview It's an exciting time to join Fisher Investments; we're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. We help support our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished techno

Product/Project/Program Manager - Wealth Advisory

VLink Inc

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

C# Dot Net Developer (Capital Market, Trading & )

Magnum Technologies, Inc.

Remote

Full-time

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

Business Systems Analyst (BSA) - Remote

FutureTech Consultants LLC

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

Senior Salesforce Developer

Fisher Investments

Camas, Washington, USA

Full-time

Overview Are you looking to join a global technology department that is invested in how technology impacts our growing business? Do you enjoy being a part of a technology team that develops strategic solutions and supports new technology implementations? If so, we want to hear from you! The Opportunity: Our IT Department is looking for a Senior Salesforce Developer to join our team to help provide internally developed and third-party software solutions to meet our needs. You will be technical

Data Analytics Lead Analyst - Conversion **

Citi

Remote or Irving, Texas, USA

Full-time

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

Vice President, IT Project Tech Lead - C13

Citi

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

Engineering Manager (Hybrid)

First American Financial Corporation

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,

Business Analyst - Retirement Systems - REMOTE

JSR Tech Consulting

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

Vice President, Data Quality Lead Analyst - C13 - TAMPA

Citi

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

Data Analytics Senior Analyst - Conversion **

Citi

Remote or Irving, Texas, USA

Full-time

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

Java Backend Engineer - AVP

Citi

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

Associate Director, Software Engineer

UBS AG - Investment Banking

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

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

Citi

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

Vice President, Senior Ab Initio Lead Developer

Citi

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

Senior Java Engineer - Real Time Pricing & Risk - NEW YORK, Hybrid

Citi

Remote or New York, New York, 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. Our core activities are safeguarding assets, lending money, making payments and ac