wealth management Jobs

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W2- King of Prussia, PA (Hybrid) :: Dot NET Solutions Architect/Developer Investment Banking Sector

Bitsoft International, Inc.

•

King of Prussia, Pennsylvania, USA

Full-time

.NET Solutions Architect/Developer Investment Banking Sector 6+Months (Contract to Hire) King of Prussia, PA (Hybrid, 2-3 days Onsite/Week) Client: Fintech company specializing in integrating annuities and insurance solutions into wealth management platforms Engagement Description: Join a pioneering fintech entity that is at the forefront of incorporating innovative annuity and insurance products into sophisticated wealth management systems. We are on the lookout for a .NET Solutions Architect/D
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Posted 2 days ago | Updated 2 hours ago

MarTech Data Engineering Consultant

Korn Ferry

•

Austin, Texas, USA

Contract

We are seeking a highly skilled MarTech Data Engineering Consultant with deep expertise in sales and marketing data platforms and a strong understanding of the Wealth Management or Asset Management domain. This role will focus on designing and implementing scalable data solutions that support marketing analytics, campaign performance, and customer insights across cloud-based environments. Key Responsibilities: Design, build, and maintain robust data pipelines and ETL processes for marketing and
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Posted 23 hours ago | Updated 3 hours ago

W2 Contract || Senior Snowflake Engineer (Development Background) || SFO, CA - Hybrid

TruEvan Technologies Inc

•

San Francisco, California, USA

Contract

Position: Senior Snowflake Engineer (Development Background) Location: SFO, CA - Hybrid Hire Type: Contract(W2) Job Description: 7+ years of experience in data engineering, with 3+ years specifically in Snowflake development. Proven experience working with data in a Private Wealth Management, Asset Management. Strong SQL skills and ability to optimize complex queries and data pipelines. Deep understanding of Snowflake architecture, role-based security, and performance optimization. Proficiency i
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Posted 23 days ago

MS Dynamics Architect or Lead - Phoenixville, PA (Onsite)

Smart Caliber Technology

•

Pennsylvania, USA

Third Party, Contract

Role Name: MS Dynamics Architect or Lead Location: , PA (Onsite Day 1) Duration: 6+ months Financial Insurance client exp highly preferred JOB DESCRIPTION: "We are seeking a seasoned Microsoft Dynamics Architect to lead the design, development, and optimization of Dynamics 365 solutions tailored for our Advice and Wealth Management business. This role will be instrumental in aligning technology with business strategy, enhancing advisor and client experiences, and driving digital transformation a
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Posted 1 day ago | Updated 7 hours ago

MS Dynamics Architect

Cynet Systems

•

Pennsylvania, USA

Contract

Job Description: Pay Range: $75hr - $80hr Responsibilities: Architecture And XXgn: Lead the end-to-end architecture of Microsoft Dynamics 365 (CRM and related modules) for wealth management use cases and advisor journeys. XXgn scalable, secure, and high-performance solutions integrating Dynamics with financial planning tools, portfolio management systems, and client portals. Define data models, workflows, and automation stXXgies to support advisor-client interactions. Stakeholder Collaboration:
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Posted 1 day ago

Technical Product Owner with Compensation Product & Payment

TekShapers

•

New York, New York, USA

Full-time, Part-time, Contract, Third Party

Technical Product Owner with Compensation Product & Payment Location: New York, NY.4 days onsite Duration: Long Term Payment and compensation experience is a must. Skills Required: Strong Product Owner with a business admin background This role will be responsible for creating the compensation products, including creating various advisor compensation groups. Strong Business Analysis experience Strong background in Wealth Management Industry with an understanding of the advisor payment struc
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Posted 3 days ago | Updated moments ago

Data Engineer (ETL/DB)

TekShapers

•

Fort Mill, South Carolina, USA

Full-time, Part-time, Contract, Third Party

Data Engineer (ETL/DB) (Financial industry / Wealth Management domain) Duration 6-12 Months Location - Fort Mill, SC Main Skills ETL Proficiency, AWS Glue Services, Database Management, DevOps Practices JD AWS Glue (ETL scripting, job orchestration, crawlers) PySpark/Scala for Glue jobs AWS IAM, S3, CloudWatch Experience with Sqoop to Glue migration Understanding of EMR and Spark job lifecycle MongoDB data modeling and connectors Knowledge of building and maintaining serverless applicatio
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Posted 1 day ago | Updated moments ago

Business Systems Analyst (BSA)

MASH Pro Tech

•

Remote or Ohio City, Ohio, USA

Contract

Business Systems Analyst (BSA) They can be anywhere in below locations Cleveland, OH/ Columbus, OH/ Buffalo, NY, Remote Below any of the tools experience is a must. Global Plus, Charles River, Pershing 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
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Posted 20 days ago

Financial Analyst

Kellton

•

South Jordan, Utah, USA

Contract

Subject : Financial Analyst - Gain and Loss Team Needed For South Jordan UT - Apply Now Title: Financial Analyst - Gain and Loss Team Pay Rate: $ 23.37 / Hr on a W2 contract without benefits Location: South Jordan, UT We have this Contract opportunity for Financial Analyst - Gain and Loss Team with our Direct Client Global Banker. Please let us know if this is something that interests you. If this is not a good match to your profile, please accept my apologies for the inconvenience caused and ap
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Posted 3 days ago | Updated 1 day ago

Senior AWS Developer with Python Coding

TekShapers

•

Fort Mill, South Carolina, USA

Full-time, Part-time, Contract, Third Party

Senior AWS Developer with Python Coding (Financial industry / Wealth Management domain) Duration 6-12 Months Location - Fort Mill, SC Main Skills: Python, AWS, Lambda , Elastic Cache, KAFKA, Distributed System, EC2, RDS, S3, Lambda, CloudWatch Proficiency in Python and familiarity with other languages like Java or Node.js Experience with RDS/SQL and possibly NoSQL databases Understanding of CI/CD pipelines, using tools like Jenkins, AWS CodePipeline, and CodeBuild Skills in using AWS CloudF
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Posted 1 day ago | Updated moments ago

Senior Quantitative Engineer

Randstad Digital

•

Jersey City, New Jersey, USA

Contract

job summary: WHAT IS THE OPPORTUNITY? This position is responsible for developing logic-intensive components of the digital wealth management platform. Works on computational libraries, as well as API services that interact with those libraries and other parts of the platform. The core focus for the position will be on implementing software used in portfolio optimization, Monte Carlo simulations, trading algorithms, financial health scores, and probability assessment models used in developing
Posted 16 days ago | Updated 2 hours ago

Senior Business Analyst Financial Services

Synapse Tech Services Inc

•

Miami, Florida, USA

Contract, Third Party

Please share your resumes: Fasi at synapsetechservice dot com Job Title: Senior Business Analyst Financial Services Location: Miami, FL (Onsite) Experience: 10+ Years Type: Full-time / W2 / Contract Duration: 12 months Job Description We are hiring a Senior Business Analyst with 10+ years of experience in banking or financial services. This is an onsite role based in Miami, FL. Responsibilities Gather and analyze business requirements.Create BRDs, FRDs, and user stories.Collaborate with stakehol
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Posted 8 days ago

Data Modeler

Newt Global

•

Irving, Texas, USA

Contract

Key Responsibilities: Design and develop conceptual, logical, and physical data models to support transactional, analytical, and reporting systems.Partner with business stakeholders and SMEs in banking and wealth management to gather and analyse requirements.Translate business needs into high-quality data models for investment products, client portfolios, financial planning, advisory services, and regulatory reporting.Develop and maintain data dictionaries, metadata repositories, and data lineag
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Posted 17 days ago | Updated 2 days ago

Urgent Job opening for Business Analyst : Minneapolis, MN (Hybrid) : Capegemini

Sysmind, LLC

•

Minneapolis, Minnesota, USA

Part-time, Contract, Third Party

Hi. My name is Jack (Lead recruiter) from Sysmind, I wanted to reach out to you regarding an contract opening of Business Analyst in Minneapolis, MN (Hybrid) with our client Capegemini. Below is the Job description for your reference. Please respond to this email if interested. Job Title: Business Analyst Job Location: Minneapolis, MN (Hybrid) Job type: Contract 3+ Months. Job description: 8+ years of experience as a Business Analyst in Wealth Management/Securities Master. Proven experience
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Posted 44 days ago | Updated moments ago

Automation Tester with BDD and Gherkins

TekShapers

•

New York, New York, USA

Full-time, Part-time, Contract, Third Party

BDD (Automation Tester with BDD and Gherkins exp) Location : NYC, NY and Fort Mill, SC Job Description : BDD , Requirement Analysis and elicitation Managing and prioritizing the product backlog User stories creation and acceptance criteria Stakeholder engagement (Design/Dev/QA/Product Owner) User Interface Prototyping (UI/UX Design) Process Modeling and analysis Formulate API Specification (Business Contracts/models) Documentation - Project Document, BRD/FRD, Use Cases, RTM, Gap Analysis , PPT
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Posted 2 days ago | Updated moments ago

Senior Cloud Network Engineer

Redef Corp

•

San Francisco, California, USA

Third Party, Contract

Job Title: Senior Network Engineer Position Type: Long Term Contractual (2 to 4 Years) Client: San Francisco-based Financial Client Location: San Francisco, CA (Hybrid) Please check the job description below for your reference: Job Description: Our Client is a leading wealth management firm committed to excellence. We're looking for a Network Engineer with a bachelor's degree in Information Technology, Computer Science, Engineering, or a related field. Key Responsibilities: Design, implement
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Posted 21 days ago

AML SAR writer

Zenosys

•

New Castle, Delaware, USA

Contract, Third Party

Hello, Zenosys is looking AML SAR writer client New Castle, DE If you are available and interested in the below opportunity, please send me updated resume. Thanks Job Title AML SAR writer Location- New Castle, DE Hybrid) Duration 12+ Months Contracts Highly Chance to Extend If you are interested, please provide the following details along with the updated resume to speed up the interview process. Full Legal Name as mentioned in Drivers' license: Current Location: Willing to relocate to the spe
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Posted 2 days ago | Updated 1 hour ago

Enterprise Sales Manager

Prelude Systems, Inc.

•

Remote or California City, California, USA

Full-time

Job Title: Enterprise Sales Manager Location: Remote Must-Have Qualifications 10+ years of enterprise sales experience in selling IT professional services, managed services, or cloud/digital transformation solutions. Proven track record in consistently achieving 6- to 7-figure, multi-year contracts within large enterprise accounts. Strong industry knowledge in at least one of these verticals: Manufacturing, High-Tech, or Wealth Management. Platform sales proficiency in at least four (4) of the
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Posted 37 days ago | Updated 1 day ago

Solutions Architect - Azure - REMOTE

JSR Tech Consulting

•

Remote

Contract

Summary - The ideal candidate will define the creation of the solution architecture and supporting low level component design with data flows to deliver business requirements and support the delivery of high-value solutions aligned with SAFe (Scaled Agile Framework) principles in a fast-paced environment. The individual will work closely with Chief Architect, Product Owners, Solution Architects, Business owners and cross-functional Agile teams.Key Responsibilities Responsible for creating the Lo
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Posted 17 days ago | Updated moments ago

Salesforce Functional Architect

CSS Tec

•

Remote

Full-time

Direct Hire Remote- occasional travel to PA Must be eligible for hire without sponsorship No 3rd party consultants Job Title: Salesforce Functional Architect Job Overview: We are seeking an experienced and strategic Salesforce Functional Architect to lead the design and implementation of scalable solutions within the Salesforce Financial Services Cloud environment. This is a remote, direct-hire position with occasional travel required based on business needs. The ideal candidate will bring deep
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Posted 2 days ago | Updated 9 hours ago