Wealth management jobs in california

Campaign Manager - Wealth Management - CST OR MST Time Zones

Remote

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Today

Campaign Manager - Wealth Management Employment Type: FTE - No Corp to Corp Location: Remote - CST OR MST Preferred Campaign Manager Position Summary The Campaign Manager is responsible for the execution, optimization, and operational management of both marketing and transactional campaigns across multiple channels. This role partners with Marketing, Project Management, Creative, Engineering, Data Operations, and Analytics teams to deliver personalized, data-driven customer experiences that su

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Full-time

Depends on Experience

Senior Data Analyst | Wealth Management Practice

Remote

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Today

Senior Data Analyst | Wealth Management PracticeIntroductionWe are seeking a highly analytical Senior Data Analyst to lead data discovery, quality profiling, and Source-to-Target Mapping (STTM) for enterprise wealth management data platforms. This role serves as the critical bridge between wealth business teams and engineering developers. ResponsibilitiesData Profiling & Pattern AnalysisSource-to-Target Mapping (STTM)Developer Collaboration & BridgeData Quality & GovernanceWealth Management Doma

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Contract

58 - 65

Senior Product Manager with Wealth Management experience in Irvine, CA (Hybrid role)

Hybrid in Irvine, California

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6d ago

Role: Senior Product Manager Location: Irvine, CA (Hybrid role) Duration: 12+ months Job description: Requirements Provided: Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operationsExperience supporting HNW/UHNW or private wealth businessesOwn product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release

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Contract

Staff Software Engineer | Wealth Management Platforms

Remote

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2d ago

Title: Staff Engineer| Wealth Management Platforms Location: Remote Job Type: Contract Compensation: $80 - $100/hr Industry: Financial Services About the Role We are partnering with a well-established Fortune 500 financial services organization to hire a Staff Engineer for a fully remote opportunity. Our client is a purpose-driven leader in the wealth management and financial services industry, known for delivering innovative technology solutions that support advisors, clients, and enterprise-

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Contract

Depends on Experience

Sr. Eagle Star Developer/ Consultant

Remote

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13d ago

Job Title: Sr. Eagle Star Developer/ Consultant Location: New York/ Jersey City, NJ Remote will be fine for right candidate Long Term Project Required Skills: Should have 10+ Years development experience in any one or multiple area with big banks in recent past : Capital markets, wealth management , back office, middle office , front office, risk management7+ years hands on development experience in Eagle star / paceNo profile should have more than 20 years of experience

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Contract, Third Party

$50 - $65

Sr. Eagle Star Developer/ Consultant :: Remote :: Contract

Remote or Hybrid in North Carolina

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2d ago

Sr. Eagle Star Developer/ Consultant Remote Contract Job Description: Required Skills: Should have 10+ Years development experience in any one or multiple area with big banks in recent past : Capital markets, wealth management , back office, middle office , front office, risk management 7+ years hands on development experience in Eagle star / pace

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Third Party, Contract

Product Owner Brokerage Cash Analytics Implementation

Remote

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5d ago

Job Tittle: Product Owner Brokerage Cash Analytics Implementation Duration: 5+ months contract Location: Hybrid (2-3 days / week) at localclient office Job ID: DLTJP00060500 W2 Only Job Summary We are seeking an experienced Product Owner to support the implementation of the Brokerage Cash Analytics platform for a large wealth management client. The Product Owner will serve as the primary liaison between client business stakeholders, platform vendor, and the delivery team to ensure successful on

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Full-time

Depends on Experience

Databricks and AI Architect

Remote

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5d ago

Wealth Management Databricks & AI Architect REMOTE Contract till October 2026 with possible extension and conversion JOB DESCRIPTION Overview The Wealth Management Solution Architect is responsible for designing and delivering end-to-end technology solutions that support wealth advisory, client engagement, portfolio management, and operational efficiency. This role partners with business and technology stakeholders to translate strategic objectives into scalable, secure, and compliant architect

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Contract

75 - 85

Lead AI Product Manager - Private Markets/ Start-Up

San Francisco, California

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Today

Job Description A rapidly growing fintech company is seeking a Lead AI Product Manager to lead the development of AI-powered products and data intelligence solutions. This role will drive product strategy, improve data quality, and deliver trusted insights for private markets investors and advisors. The ideal candidate has experience building AI-powered products and a strong understanding of private markets, investment data, or wealth management solutions. Responsibilities Lead AI product stra

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Full-time

$200000 - $230000

Project Specialist V

Los Angeles, California

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Today

RESPONSIBILITIES: A client with Kforce is seeking a Project Specialist V to join their team in Los Angeles, CA. Overview: Under general supervision, the Project Specialist V uses basic knowledge and skills obtained through education and experience to participate in projects related to wealth management business functions. The candidate performs entry to intermediate level project management analysis and/or project administration tasks for projects in an assigned functional area. The candidate e

Contract

$59.00 - $69.44 hourly

Policy & Procedure Documentation Specialist

Remote or Almont, Colorado

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Today

Description: Remote Our client seeks a senior technical writer responsible for policy documentation supporting the enterprise risk framework and management within the Canadian Wealth business segment. The specialist will develop, maintain, and enhance policies, procedures, standards, work instructions, and related governance documentation. The role will partner with stakeholders, subject matter experts, risk and compliance teams, and operational leaders to ensure documentation is accurate, com

Full-time

Head of Customer Deployment, Hazel AI

San Francisco, California

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10d ago

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and wa

Full-time

USD 200,000.00 - 250,000.00 per year

User Experience (UX) Researcher

Remote or Denver, Colorado

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Today

Description Robert Half Marketing and Creative is looking for a User Experience (UX) Researcher to support digital product development for financial services initiatives with a strong focus on Wealth Management and FinTech. This Long-term Contract position is based in Denver, Colorado, and offers the opportunity to shape product strategy through customer-centered research and evidence-based insights. The ideal candidate will use a mix of qualitative and quantitative methods to uncover user needs

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Contract

USD 60.00 - 80.00 per hour

Principal Solution Engineer - Strat FINS

Remote or New York, New York

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Today

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about betterin

Full-time

USD 157,640.00 - 210,910.00 per year

Staff Back End Engineer, Trading

San Francisco, California

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Today

Full-time

USD 203,000.00 - 275,000.00 per year

Staff Back End Engineer

San Francisco, California

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2d ago