Wealth management Jobs in San Diego, CA

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Business Analyst - Wealth Management

Kforce Technology Staffing

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Remote or San Diego, California, USA

Contract

RESPONSIBILITIES: Kforce has a client in San Diego, CA that is seeking a Business Analyst - Wealth Management. Responsibilities: * Working with business and/or product owner, you will formulate and help define system scope matrix, objectives, and requirements through best practice disciplines, research, and requirements gathering * Lead and/or assist business and technical teams to develop and/or modify processes to resolve moderate to complex business issues * Support design, build, and test p
Posted 6 days ago | Updated 2 hours ago

Sr. Technical Project Manager - Asset Management/Wealth Management - (ONLY W2)

Maven Companies

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Remote

Contract

Need someone with experience / coming from Asset Management or Wealth Management company The Sr. Technical Project Manager will be responsible for managing, planning and executing tactical and strategic projects within Technology. The Sr. Technical Project Manager will focus on cost effectiveness, communication, risk analysis, quality assurance and implementation of highly visible, sensitive and multi-faceted projects. Responsibilities Manage and co-manage complex initiatives that span within D
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Posted 2 days ago | Updated 5 hours ago

Program Manager with Wealth Management & Asset Management

VLink Inc

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Remote or Hartford, Connecticut, USA

Contract, Third Party

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 with a strong background in Wealth Management products. The ideal candidate will be responsible for leading end-to-end delivery of complex projects involving digital transformation, regulatory compliance, product enhanc
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Posted 5 days ago | Updated 2 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 19 days ago | Updated 8 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 4 hours ago

Black Diamond/Addepar Consultant - 100% Remote

Javen Technologies, Inc

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Remote

Contract

Title: Platform Engineer Location: 100% Remote Duration: 12+ Months Contract Must Have Black Diamond/AddeparFamily OfficePlatform EngineeringRegistered Investment Advisor (RIA)Wealth ManagementNice To Have Good Communication SkillsProblem SolvingProject ManagementJOB DESCRIPTION Platform Engineer Wealth and Asset Management RIA Technology GENERAL FUNCTION: Evaluate, design and implement technology solutions to build and progress technology strategies for Wealth and Asset Management. The incumbe
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Posted 2 days ago | Updated 8 hours ago

Data Technology Execution Program Manager, Director

Citi

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Remote or Jacksonville, Florida, USA

Full-time

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 systemically responsi
Posted 4 hours ago

Data Technology Execution Program Manager, SVP

Citi

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Remote or Irving, Texas, USA

Full-time

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 systemically responsi
Posted 4 hours ago

Pega Lead Developer - Vice President - (Hybrid)

Citi

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Remote or Irving, Texas, USA

Full-time

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 systemically responsib
Posted 4 hours ago

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
Posted 16 days ago | Updated 4 hours ago

Equities Electronic Application Support Lead Analyst, VP

Citi

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Remote or New York, New York, USA

Full-time

Overview of Citi: Citi, the world leading global bank, has approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. 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. Citi enables clients to achieve their strategic financial obje
Posted 18 days ago | Updated 4 hours ago

VP, Community Reinvestment Act (CRA) Data Analyst - C13 (Hybrid)

Citi

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Remote or New York, New York, USA

Full-time

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 commitment to diversity includes a workforce that represents the clients we serve from a
Posted 7 days ago | Updated 4 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 9 days ago | Updated 4 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 39 days ago | Updated 4 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 16 days ago | Updated 4 hours ago

Pega Development Lead, VP

Citi

•

Remote or Irving, Texas, USA

Full-time

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 systemically responsi
Posted 58 days ago | Updated 4 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 22 days ago | Updated 4 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 33 days ago | Updated 4 hours ago

Wealth Data, Analytics & Innovation - Business Analyst AVP

Citi

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Remote or New York, New York, USA

Full-time

Position Overview: We are seeking a strategic and results-driven Business Analyst to lead the development and optimization of our Next Best Action (NBA) platform. In this role, you will oversee the end-to-end lifecycle of innovative platforms that enable personalized customer engagement and dynamic decision-making. Collaborating closely with cross-functional teams, you will shape the vision, prioritize features, and deliver solutions that empower data-driven marketing, sales, and customer succe
Posted 4 hours ago

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

Citi

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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
Posted 60+ days ago | Updated 4 hours ago