Wealth management jobs in South Carolina

Data Scientist with Wealth Management - Fort Mill, SC - only locals

Fort Mill, South Carolina

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10d ago

Title:- Data Scientist Location:- Fort Mill, SC (candidates must be local to the Charlotte area) Duration:- 12 months NOTE:- Experience with Wealth Management is key Role Summary: Build and deploy predictive models and advanced analytics solutions to support Wealth Management initiatives, including client insights, portfolio trends, and advisor analytics.Partner with Wealth Management stakeholders to translate business needs into data-driven solutions through deep data exploration, statistical m

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Contract

Depends on Experience

Data Analyst with Wealth Management / Investment Banking experience(Need only W2 Candidates)

Remote

•

5d ago

We are seeking a skilled Data Analyst to support Wealth Management and Banking initiatives across the US and Canada. This role requires working independently on data analysis, reporting, and insights that support business, risk, and operational decision-making. The ideal candidate will have strong analytical skills, experience working with financial data, and the ability to collaborate with stakeholders in a remote environment. Candidates based in or near Austin, TX are a plus, but the role is f

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Contract

$40 - $50

Fulltime Product Owner

Hybrid in Fort Mill, South Carolina

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25d ago

Fulltime Product Owner Location::Fort Mills SC Financial OR Wealth management Domain Qualifications: 3-5+ years in Product Ownership/Management, Business Analysis, or similar role in financial or wealth management.Strong understanding of investment products and advisory workflows.Experience with Agile/Scrum and writing user stories.Excellent communication and stakeholder management skills.

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Full-time

120,000 - 130,000

Senior Data Analyst

Remote

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17d ago

Job Summary: We are seeking a highly skilled Data Analyst with strong Wealth Management domain knowledge and backend cloud data processing experience. The ideal candidate will analyze complex financial datasets, support data quality initiatives, and work closely with engineering teams to ensure reliable, cloud-based data solutions. Key Responsibilities: Analyse Wealth Management data, including portfolios, holdings, trades, transactions, and market/pricing data.Perform data validation, reconcili

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Full-time

$140,000 - $160,000

Dot Net Developer with Trading EXP.

Remote

•

2d ago

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

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Full-time

$100,000 - $120,000

C# Dot Net Developer with Capital marketing exp

Remote

•

4d ago

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Full-time

Depends on Experience

Envestnet SME/BSA

Remote

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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

MDM Consultant - MDMC 25-34578

Remote

•

Today

Job Title: MDM ConsultantWork Location: 100% Remote Job DescriptionSeeking a highly skilled Master Data Management (MDM) Consultant to lead and support a Client Master MDM solution across institutional and wealth management channels. This role requires a hands-on, business-focused technologist with deep expertise in MDM principles and asset/wealth management distribution. The ideal candidate will design and deliver scalable MDM solutions that support critical business initiatives, work closely w

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Contract, Third Party

Depends on Experience

AVP Program Manager

Fort Mill, South Carolina

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Today

Job#: 3015186 Job Description: What if you could be a part of the team that transforms client experiences with cutting edge AI solutions by providing advisors and their staff with access to the most innovative self-help resources in the wealth management industry? What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? Job Overview: We are seeking an experienced AVP of Program Management to lead the strategic execution of Our Clie

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Full-time

Envestnet SME or BSA

Remote

•

2d ago

Envestnet SME / Yodlee SMERemoteJob Summary:We are looking for an Envestnet Subject Matter Expert (SME) to drive the functional success of our wealth management and banking integrations. This role is not just about the "how" of coding, but the "what" and "why" of the advisor and client experience. You will be the primary authority on how the Envestnet platform supports our business goals from seamless account opening to automated portfolio rebalancing. You will translate complex wealth managemen

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Third Party, Contract

Depends on Experience

VP - Principal Software Developer

Indian Land, South Carolina

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24d ago

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: We are seeking a VP, Principal Software Developer to join our Investor Experience

Full-time

USD 155,288.00 - 258,813.00 per year

Wealth - Data Analyst SVP

Remote or New York, New York

•

Today

As part of our group of innovative thinkers, you'll be at the forefront of disrupting and revolutionizing the industry, tackling complex challenges to meet the needs of our front office users and clients. In this role, you will manage different technology teams tasked with the buildout of a global federated customer master and related automation of customer processes. This role requires a strategic thinker with expertise in analytics, data management, and wealth management. The individual will

Full-time

USD 176,720.00 - 265,080.00 per year

SAS Application Developer - Assistant Vice President

Remote or Irving, Texas

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Today

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

Full-time

USD 107,120.00 - 160,680.00 per year

Infrastructure Senior Tech Analyst, Assistant Vice President

Remote or Roanoke, Texas

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Today

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

Full-time

USD 96,400.00 - 144,600.00 per year

Senior Infrastructure Production Support Analyst, Endpoint and Network Security, VP

Remote or Irving, Texas

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Today

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

Full-time

USD 125,760.00 - 188,640.00 per year

AVP, Program Manager - Service Digital Enablement

Indian Land, South Carolina

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20d ago

What if you could be a part of the team that transforms client experiences with cutting edge AI solutions by providing advisors and their staff with access to the most innovative self-help resources in the wealth management industry? What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If the idea of leading the strategic execution of LPL's Digital Enablement Program excites you, then this role at LPL Financial is the place for

Full-time

USD 114,488.00 - 190,813.00 per year

Infrastructure Technology Lead Analyst, Vice President

Remote or Roanoke, Texas

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Today

Full-time

USD 125,760.00 - 188,640.00 per year

Data Analytics Sr Lead Analyst - C14 - NEW YORK

Remote or New York, New York

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Today

We are seeking a detail oriented and technically skilled Business Analytics team member to join our Data Analytics and Innovation organization. The ideal candidate will play a pivotal role in bridging the gap between business needs and data driven solutions. You will work closely with the Investments business in Wealth Management to gather requirements, analyze complex datasets and deliver actionable insights leveraging your proficiency in SQL, Python and analytical tools such as Dataiku to driv

Full-time

USD 176,720.00 - 265,080.00 per year

Scrum Master

Indian Land, South Carolina

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23d ago

Job Overview: The Scrum Master II is responsible for providing Agile facilitation and coaching to 2-3 Agile teams to ensure the teams adopt and maintain high performing Agile delivery practices, and realize the value intended. This role supports the following PMO service offerings: Planning & Time Management Risk & Issue Management Stakeholder Management Governance Release Management. Responsibilities: Facilitates agile ceremonies: daily stand-up (scrum) meetings, retrospectives, demos, backlog

Full-time

USD 109,425.00 - 182,375.00 per year

Sr Analyst - Digital Enablement

Indian Land, South Carolina

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27d ago

What if you could be a part of the team that transforms client experiences with cutting edge AI solutions by providing advisors and their staff with access to the most innovative self-help resources in the wealth management industry. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If the idea of creating insightful data analytics that shape the future of LPL's Digital Enablement products excites you, then this role at LPL

Full-time

USD 83,400.00 - 139,000.00 per year

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Wealth management jobs in South Carolina, USA