wealth management jobs

No location provided

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Today

Job Description SUMMARY The Wealth Management Consultant (Mid Atlantic) is responsible for engaging, building and managing relationships with Tier 2 advisors in the assigned region. We will consider the applicants in (New York, New Jersey, Pennsylvania, Delaware, Maryland, Virginia, West Virginia, and the District of Columbia and Texas) Our primary focus for location preferred would be New York, New Jersey, Pennsylvania, Delaware, Maryland, Virginia, West Virginia, and Texas. RESPONSIBILITIES Pr

Full-time

VP, Cross-Functional Capability Lead - Wealth Management Data & Domains

New York, New York

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Today

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: LPL Financial is seeking a VP, Cross-Functional Capability Lead to drive end-to-end Wealth Management (WM) capabilities across multip

Full-time

USD 160,577.00 - 267,594.00 per year

Senior Director of Product, Wealth Management

Milwaukee, Wisconsin

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Today

About the Role At Northwestern Mutual, we are managing over $425 billion in client wealth assets and delivering integrated wealth management solutions to millions of households nationwide. With a 165-year legacy and the urgency of a company investing boldly in its future, we are executing an ambitious multi-year transformation in our Field and Wealth area - reimagining the advisor and large teams experience, modernizing our technology platform, and building next-generation Data and AI capabilit

Full-time

USD 176,000.00 per year

Platform Engineer IV with (Wealth, Asset Management & SS&C)

Cincinnati, Ohio

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5d ago

Position: Platform Engineer IV with (Wealth & Asset Management) Location: Cincinnati, OH ( Onsite ) Must have skills: 10+ years in Wealth & Asset Management technologyDirect experience with AMTrust/AMAdministrator (preferred) and/or Global PlUnity (minimum)Previous work with SS&C solutions (including but not limited to: APX, Revenue Center, Recon, ACD, EVARE)Core Skills: Wealth & Asset Management domain knowledge: Expertise in applications covering income processing, corporate actions, principal

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Third Party, Contract

Depends on Experience

Client Onboarding Product Owner sub-con for Wealth Management

New York, New York

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25d ago

Job Title: Client Onboarding Product Owner sub-con for Wealth Management Location: NYC or Fort Mill, SC Hybrid Duration: 6 Months Job Description: Mandatory Skills: Hands on Data Analysis, Client Onboarding for Wealth Management Role Summary We are seeking a highly independent, self-driven Techno Functional Data Product Owner to lead client onboarding data requirements within Wealth Management. This role focuses on participant and investor data (e.g., name, address, SSN, tax identifiers) and

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Third Party, Contract

$50 - $70

Java FSD with Agentic AI (Wealth Management)

Edison, New Jersey

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24d ago

Position Title: Java FSD with Agentic AI (Wealth Management) Location: Edison, NJ Duration: 12 plus months with possible extension Job Summary: We are seeking a Java Full Stack Developer with strong experience in Agentic AI and Wealth Management domain. The candidate must have hands-on expertise in building scalable applications and integrating AI-driven agent frameworks within financial systems. Required Skills: 8+ years of experience in Java, Spring Boot, Microservices Strong frontend exper

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Contract

Depends on Experience

Product Manager (Asset/Wealth Management) in Boston, MA

Hybrid in Boston, Massachusetts

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6d ago

Role: Product Manager Asset/Wealth Management Location: Boston, MA (Hybrid role- 3days onsite in a week) Duration: 12+ months Job description: 5+ years as a Business Systems Analyst or equivalent role within asset management or financial servicesStrong understanding of front, middle, and back office operations trade lifecycle, portfolio accounting, investment performance, reconciliation, client reportingWorking knowledge of financial instruments and products (equities, fixed income, derivative

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Contract

.Net Architect

New York, New York

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Today

15+ years of experienceFull stack .NET & Angular, AWS Cloud Application Solutioning and Architecture.Hands on experience in using AI development tools such as Cursor, GitHub CopilotExperience in Asset and Wealth Management domain is must

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Contract, Third Party

Depends on Experience

Trust Operations Specialist / Admin in Oaks, PA

Hybrid in Phoenixville, Pennsylvania

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3d ago

Role: Trust Operations Specialist / Admin Location: Oaks, PA (2 days onsite in a week) Duration: 12+ months Key Responsibilities Operational Delivery Execute daytoday trustadministration tasks including documentation management, account maintenance, cash processing, reconciliation, and asset administration.Support distributionprocessing workflows (request intake, trustterm validation, documentation review, discretionary routing, and payment coordination).Support custodyoversight tasks including

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Contract, Third Party

Managing Director, Wealth Management Product

Burlington, New Jersey

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7d ago

Managing Director, Wealth Management Product Who we are looking for? The role of Managing Director, Product Management is a hands- on product management position with the Wealth Management team at Charles River Development. The candidate will provide business leadership and provide managerial coordination of strategic product initiatives across the department, including product planning and execution of various elements of these initiatives. Scope of work involves developing a market leading Wea

Full-time

USD 170,000.00 - 267,500.00 per year

Sr Data Scientist- Wealth Management & Private Banking

Columbus, Ohio

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Today

Job Description The Senior Data Scientist will serve as a strategic analytics partner to Citizens Wealth Management and Private Banking, combining advanced predictive modeling with campaign analytics and cross-functional collaboration to drive client acquisition, retention, and AUM growth. Working closely with business leaders, digital media partners, and technology stakeholders, you will translate complex data into marketing strategies and actionable insights that directly influence business o

Full-time

USD 125,000.00 - 165,000.00 per year

Wealth Management Chief Data Office - Data Quality Standards & Continuous Improvement - Vice President

New York

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Today

The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO's mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; ensure the highest level of availability for WM's critical business processes; and mitigate risks caused by inaccurate, untimely, or incomplete WM data. Within CDO, the WM Divisional Data Office manages Data Quality relate

Full-time

USD 110,000.00 - 190,000.00 per year

Business Strategy Analyst - Advice and Wealth Management

Port Charlotte, Florida

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Yesterday

The Advice and Wealth Management (AWM) division and Competitive Intelligence team is seeking candidates who can bring structure to complex problems and use objective, rigorous analysis to drive toward the right answers to AWM's most pressing strategy questions. In this role you'll shape insights, influence decisions, and help AWM grow and extend the Vanguard effect - advancing our mission to give all investors the best chance for investment success. Responsibilities: Develops and leads complex b

Full-time

Asset & Wealth Management-Full Stack Software Engineer -Associate-Albany

Albany, New York

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Today

Job Description You will: Collaborate with a global cross functional team in building customer-centric products Analyze existing software to identify areas of improvement and provide estimates for implementing new features Follow standard software development guidelines and best practices Create and maintain test plans, documentation and automated tests for all technical changes Grow your technical skillset by seeking out cross-training and knowledge advancement opportunities Participate

Full-time

USD 95,000.00 - 145,000.00 per year

Wealth Management-Software Engineering-Associate-Richardson

Richardson, Texas

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Today

Job Description HOW YOU WILL FULFILL YOUR POTENTIAL You will develop financial products with direct impact on millions of consumers Systems under your watch will be the primary sources of revenue for the organization You build it: engineers are in control of decisions about systems they own from the first line of code written You run it: engineers with assistance from global SRE guild are responsible for operation of systems they built You own it: engineers do not wait for orders here. They do

Full-time

Asset & Wealth Management - Quantitative Engineering - Associate - Dallas

Dallas, Texas

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Today

Job Description Job Overview: The Quantitative Engineer will be responsible for the design, development, and implementation of quantitative models and algorithms for a financial services company. This individual will work closely with traders, portfolio managers, and other stakeholders to streamline reporting identify areas where quantitative analysis can provide insights and support decision-making. Key Responsibilities: Coverage all aspects of private business, with focus on validation, strea

Full-time

J.P. Morgan Wealth Management - Vice President Product Owner

New York, New York

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Today

Job Description As a Vice President - Product Owner on the JPM Wealth Management Self Directed Invest Account Opening team, you will play a critical role in defining the vision, strategy, and execution of the next generation of digital account opening experiences across the Wealth Management business lines. You will be an AI-forward leader who actively leverages tools such as GitHub Copilot, Claude, and other AI-powered platforms to accelerate product delivery, build scalable knowledge repositor

Full-time

Asset & Wealth Management-Software Engineering-Associate-Richardson

Richardson, Texas

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Today

Full-time

Asset & Wealth Management - Software Engineer - Associate - Dallas

Dallas, Texas

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Today

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

Full-time

Asset & Wealth Management - Software Engineer - Vice President - Dallas

Dallas, Texas

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Today

Job Description Goldman Sachs: A career with Goldman Sachs is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3+ trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture tha

Full-time

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wealth management jobs