wealth management Jobs

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Wealth Management - Product Support Specialist

Kellton

•

Harrison, New York, USA

Contract

Job Title: Wealth Management - Product Support SpecialistLocation: Purchase, NY (On-site) Pay: $33.00/hour W2 without Benefits Contract: 12-month contract--Total headcount of 2-- *This role is on-site* *Interviews will be one-two rounds of video conference* BACHELOR'S DEGREE REQUIRED Consulting Group Advisory Field Support (AFS) Product Specialist Position Summary: The Consulting Group s AFS team is the primary Advisory business contact for Brokerage Wealth Management. The Brokerage Advisory pro
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Posted 1 day ago | Updated 5 hours ago

Wealth Management Product Manager

Pyramid Consulting, Inc.

•

Houston, Texas, USA

Contract

Immediate need for a talented Wealth Management Product Manager. This is a 05+months contract opportunity with long-term potential and is located in Houston TX (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-78590 Pay Range: $60 - $65/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: Develop and manage the
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Posted 12 days ago | Updated 5 days ago

IT Product Owner : Wealth Management

Next Level Business Services, Inc.

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New York, New York, USA

Full-time

Mandatory Skills: Asset and Wealth Management. Job Description: Experience managing end-to-end technology product delivery in the big 4 technology consulting or Fintech industryPreferred experience in the Lending or Capital Market industriesExperience managing technical products or online servicesExperience designing integration solution and leading technical integration workA good understanding of integration patterns, APIs, ETL and other related technologyExperience managing regulatory complia
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Posted 4 days ago

Marketing Director - Wealth Management

Kforce Technology Staffing

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Salt Lake City, Utah, USA

Full-time

RESPONSIBILITIES: Kforce has a client in Salt Lake City, UT that is seeking a Marketing Director who will drive the strategic vision and execution of marketing initiatives tailored to high-net-worth individuals, families, and business owners with $1M+ in assets. The Marketing Director must have held a senior-level marketing role focused on investment services, financial planning, trust, estate planning, and related offerings. Responsibilities: * Strategic Marketing Leadership: Own and develop co
Posted 14 days ago | Updated moments ago

Tech Delivery Lead-Wealth/Capital management - Hybrid in New Jersey

Saksoft

•

Jersey City, New Jersey, USA

Third Party, Contract

Position: Tech Delivery Lead-Wealth/Capital Duration: 12+ months contract Location: Jersey City, NJ (Hybrid 3 days onsite a week) JOB DESCRIPTION SKILLS NEEDED : Wealth management, APIs using C#/.NET for integration, SQL Server, T-SQL, RESTful API design, Azure Data Factory, Azure SQL Lead a team of developers and analysts in delivering high-quality solutions for wealth management platforms.Design, develop, and optimize complex SQL queries, stored procedures, and database structures.Build and ma
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Posted 4 days ago

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
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Posted 8 days ago

Product Owner in Wealth Management

Fynbosys Inc

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New York, New York, USA

Full-time

OverviewWe 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 ResponsibilitiesOwn the end-to-end product lifecycle for core components including:Advisory & Account-Based Fee BillingAd
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Posted 18 days ago

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 6 days ago

Product Manager / Owner in Wealth Management

Lorven Technologies, Inc.

•

New York, New York, USA

Full-time, Contract

Job Title: Product Owner in Wealth Management Location: Charlotte Metro area OR NYC (Hybrid) Duration: 06 to 12 Months Contract 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
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Posted 26 days ago | Updated 2 hours ago

DATA ANALYST-Wealth management with strong SQL (New Jersey)

SmallArc, Inc

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Jersey City, New Jersey, USA

Full-time, Third Party

DATA ANALYST-Wealth management with strong SQL Location: NJ Onsite from day1 A Wealth Management Business Analyst with strong experience in financial services, with advanced SQL and T-SQL skills to support data analysis, reporting, and backend system enhancements. Skills & Competencies SQL / T-SQL: Advanced query writing, stored procedures, functions, indexing, performance tuning. Data Modelling: Understanding of relational databases and financial data structures. Business Analysis: Requirement
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Posted 5 days ago

Job Opportunity for Data Analyst with - Wealth management/Capital market - Jersey City, NJ

Proventus Metrics

•

Jersey City, New Jersey, USA

Contract, Third Party

Job Title: Data Analyst with - Wealth management/Capital market Location: Jersey City, NJ (Local only) Note: Need 12+ years of experience. Job Description: A Wealth Management Business Analyst with strong experience in financial services, with advanced SQL and T-SQL skills to support data analysis, reporting, and backend system enhancements. Skills & Competencies SQL / T-SQL: Advanced query writing, stored procedures, functions, indexing, performance tuning. Data Modelling: Understanding of rel
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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 11 days ago | Updated 4 hours ago

Asset & Wealth Management- Quantitative Engineer - Associate - New York

Goldman Sachs & Co.

•

New York, New York, USA

Full-time

Job Description About Asset & Wealth Management Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets un
Posted 2 days ago | Updated 10 hours ago

Wealth Management-Dallas-Analyst-Quantitative Engineering

Goldman Sachs & Co.

•

Dallas, Texas, USA

Full-time

Job Description Asset & Wealth Management -Analyst Quantitative Strategist in PWM Portfolio Analytics: Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods. As a member of our team, you will use your training in mathematics, programming, and logical thinking to construct quantitative models that drive our success in global financial markets. Your problem-solving talents and aptitude for innovation will help d
Posted 11 days ago | Updated 10 hours ago

Sr. Technology Manager, Wealth Management

Comerica

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Auburn Hills, Michigan, USA

Full-time

Senior Manager Technology, Wealth Management Comerica is hiring a Sr. Technology Manager who is passionate about delivering technical experiences to our colleagues in the wealth management space. The ideal candidate will possess strong communication skills and provide a consultative approach in solving technical challenges to grow the business in trust, private banking, and financial advising. The Senior Manager Technology provides thought leadership to deliver creative and efficient technical
Posted 30 days ago | Updated 10 hours ago

Asset & Wealth Management-Dallas-Associate, Data Governance-9172832

Goldman Sachs & Co.

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Dallas, Texas, USA

Full-time

Job Description Job Duties: Associate, Data Governance with Goldman Sachs & Co. LLC in Dallas, Texas. Build metrics and dashboards to gain insight into data for business stakeholders and senior management, including creating management information ("MI"), curating data adjustments and aggregating by division, and considering other parameters that impact customer decision making, and regulatory obligations and reporting. Assess and apply the data quality standards to the critical data elements.
Posted 4 days ago | Updated 10 hours ago

Wealth Management-Salt Lake City-Vice President-Software Engineering

Goldman Sachs & Co.

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Salt Lake City, Utah, USA

Full-time

Job Description Vice President Software Engineer What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financia
Posted 7 days ago | Updated 10 hours ago

Asset & Wealth Management - Backend Engineer - Associate - Dallas

Goldman Sachs & Co.

•

Dallas, Texas, USA

Full-time

Job Description What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously tur
Posted 3 days ago | Updated 10 hours ago

Wealth Management-Salt Lake City -Associate-Software Engineering

Goldman Sachs & Co.

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Salt Lake City, Utah, USA

Full-time

Job Description What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously tur
Posted 11 days ago | Updated 10 hours ago

Asset & Wealth Management - DevOps Engineer - Associate - Dallas

Goldman Sachs & Co.

•

Dallas, Texas, USA

Full-time

Job Description What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously tur
Posted 8 days ago | Updated 10 hours ago