Wealth management jobs in san diego, ca

Project Manager - PM, AWS, Financial, Retirement Or Wealth Management experience

Remote

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Today

Project Manager - PM, Financial, Retirement or Investment Experience Type: W2 With Benefits - No C2C Location: Hybrid - Denver, CO OR Remote - will be supporting MST hours Top 5 Technical Skills: Sr. Project ManagerWork with multiple project teamsMust own the project, and all meetingsUnderlying Projects are being run Agile - This is NOT a Scrum Master PositionStrong financial backgroundFinancial, Retirement or Investment Experience is a PlusTop 3 Soft Skills: Soft Skills are keyOwn the project a

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Full-time

Depends on Experience

Business Analyst (Wealth/Investment Management)

Remote

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7d ago

Only Citizen We are looking for individuals who can connect wealth management business needs with data and analytics, working with the Strategic Initiatives Office to translate priority business needs into rigorous analysis, insights, and decision support. Successful candidates will understand the wealth management business, be highly analytical and data savvy, and be comfortable working with Strategy and business leaders to understand the questions they are trying to answer, determine how data

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Contract

$60 - $70

Financial Planning Consultant

San Diego, California

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Yesterday

Job Description As a Financial Planning Center Consultant, you will serve as a strategic thought partner and advisor-facing technical planning resource. You will help financial advisors understand, evaluate, and apply planning concepts across common and complex client scenarios, then translate those concepts into clear guidance and actionable business outcomes. This is a high-impact role focused on consultation, education, and decision support. It does not primarily involve creating financial pl

Full-time

USD 113,000.00 - 148,000.00 per year

Senior Data Supply Chain Analyst

San Diego, California

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Yesterday

Job Description The Senior Data Supply Chain Analyst is a highly experienced, expert-level individual contributor and subject matter expert responsible for analyzing, documenting, and improving the financial and other data Cetera receives from external parties across the wealth management data supply chain. The role reports to the Head of Third Party Data and works across a portfolio of hundreds of third-party providers and feeds end-to-end-from source and file structure through intermediaries,

Full-time

Head of Engineering - SVP

San Diego, California

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Today

Axos Bank Target Range: $240,000.00 /Yr. - $325,000.00 /Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job This role reports o

Full-time

USD 240,000.00 per year

Data Engineer (Snowflake, Python, AI/ML Data Pipelines)

Remote

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Today

A leading wealth management technology firm is seeking a Data Engineer to join their growing AI and Data team. This fully remote contract opportunity offers the chance to build modern data solutions leveraging Snowflake, Python, dbt, Airflow, and AI/ML technologies that support enterprise-scale analytics and next-generation AI applications. Candidates who convert to full-time should be in or willing to relocate to one of the organization's hub locations in Atlanta, GA; La Vista, NE; Oakdale, MN;

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Contract

$52 - $60

Lead Data Engineer

Remote or Hybrid

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Today

This Senior Cloud Data Engineer will join a team building and supporting a new AWS-based wealth data ingestion platform. The platform receives large vendor data feeds containing brokerage, trust, account, ownership, and transactional information, processes and validates that data, and makes standardized outputs available to downstream enterprise consumers. The environment is heavily AWS-native and currently leverages Python, Lambda, Step Functions, S3, Aurora/Postgres, Terraform, and GitHub Act

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Contract

$90-$00 an hour

Project Manager (Cybersecurity) (100% Remote)

Remote or Birmingham, Alabama

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Yesterday

RESPONSIBILITIES: Kforce has a client that is seeking a Product Manager (Cybersecurity) for a 100% Remote role. Overview: Our client, a large financial services organization, is seeking an experienced IT Security Project Manager to lead and coordinate technology initiatives focused on cybersecurity vulnerability remediation and improving enterprise security posture. This individual will manage approximately 4-5 concurrent projects supporting technology teams across banking, wealth management,

Contract

$70 - $80 hourly

Project Manager - Financial, AWS, Agile - ZL

Remote

•

Today

Project Manager - Financial, Agile, AWS No C2C, IC or 1099 candidates allowed for this position Must be Direct W2 - 100% Remote - MST OR CST Preferred Top 6 Technical Skills: Sr. Project ManagerWork with multiple project teamsMust own the project, and all meetingsUnderlying Projectsare being run Agile - This is NOT a Scrum Master PositionStrong financial backgroundFinancial, Retirement or Investment Experience is a PlusTop 3 Soft Skills: Soft Skills are keyOwn the project and present to Sr. Exec

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Full-time

Depends on Experience

Staff Product Designer

Remote

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Today

Staff Product Designer, Internal tools REMOTE Direct Hire 20% fee Up to $200K yearly Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. To achieve this, we leverage a "human-plus-tech" approach, combi

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Full-time

USD 175,000.00 - 200,000.00 per year

Policy & Procedure Documentation Specialist

Remote

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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

Senior ServiceNow Administrator

Remote or St. Louis, Missouri

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Today

Job Description Summary: The Senior ServiceNow Administrator serves as a platform subject matter expert, leading complex administrative initiatives and mentoring junior administrators. This role focuses on platform optimization, governance, stability, and scalability. Job Description: Primary Responsibilities Design and implement scalable administrative and configuration solutionsLead platform upgrades, performance tuning, and health initiativesDefine and enforce configuration standards and gu

Full-time

USD 100,000.00 - 115,000.00 per year

Staff Software Engineer - Files Platform

Remote

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Today

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end

Full-time

USD 158,000.00 - 248,000.00 per year

Project Manager - PM, Agile, Senior Project Manager, Sr Project Manager, Technical Project Manager

Remote

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Today

Project Manager - PM, Financial, Retirement or Investment Experience Type: W2 With Benefits - No C2C Location: Hybrid - Denver, CO OR Remote - will be supporting MST hours Top 5 Technical Skills: Sr. Project Manager Work with multiple project teams Must own the project, and all meetings Underlying Projects are being run Agile - This is NOT a Scrum Master Position Strong financial background Financial, Retirement or Investment Experience is a Plus Top 3 Soft Skills: Soft Skills are key Own the pr

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Full-time

Depends on Experience

Contract CRM Data Lead / Project Manager

Remote

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Today

Description: Remote Our client seeks a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. The contractor will drive the program while owning conceptual and logical CRM data architecture. The role requires translating complex business relationships into scalable data models, aligning stakeholders across Sales, Client Service, Compliance, Operati

Contract

ServiceNow Administrator II

Remote or St. Louis, Missouri

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Today

Job Description Summary: The ServiceNow Administrator II is a mid-level computer systems professional responsible for independently administering, configuring, analyzing, testing, and modifying the ServiceNow platform and related workflows. This role applies systems analysis techniques, consults with business and IT stakeholders to define functional and technical requirements, and designs secure, scalable configurations, automation, integrations, and data controls based on approved specificatio

Full-time

USD 70,000.00 - 85,000.00 per year

AI Architect

Remote or Indianapolis, Indiana

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Today

**This is a direct hire for one of our clients. This role is fully remote. Eligible candidates must be authorized to work in the US without visa sponsorship.** Our client is putting AI at the center of its product strategy and is seeking an experienced AI Architect to lead the architecture, roadmap, and delivery of customer-facing AI capabilities across its SaaS platform portfolio. This is a hands-on leadership role that combines AI strategy, software architecture, and team leadership. The idea

Full-time

USD 190,000.00 - 210,000.00 per year

Solution Architect - (Oracle Fusion Cloud Financials)

Remote

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Today

Job Description:Our client, a leading wealth management firm, is strategically modernizing its ERP technology landscape by deploying Oracle Fusion Cloud Financials alongside a brand-new enterprise data integration platform. We are looking for an experienced Financials Functional Architect who can work closely with the business to define and guide the overall functional transformation strategy. In this role, youll shape the future of our Financials ecosystem and collaborate directly with business

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Contract

Depends on Experience

Salesforce Marketing Cloud Technical Architect

Remote or St. Louis, Missouri

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Today

Job Description Summary: Focus Partners is seeking a strategic and hands-on Salesforce Marketing Cloud Technical Architect to join the new Marketing Technology team. This is an ideal opportunity for a technologist who enjoys balancing solution architecture and technical development to drive measurable business results. Reporting directly to the SVP of Marketing Technology, this role will serve as the technical owner and subject matter expert for Salesforce Marketing Cloud, helping lead the tran

Full-time

USD 140,000.00 per year

Director, Technology Operations

Remote or St. Louis, Missouri

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Today

Job Description Summary: The Director, Technology Operations, leads the operational service management function within Infrastructure & Operations (I&O). This role directly manages the Service Delivery Managers responsible for governing partner-delivered day-to-day infrastructure operations across the in-scope service towers, including Network Administration, Server & Storage Administration, Cloud Infrastructure Services, Monitoring & Event Management, Infrastructure Protection, and Identity &

Full-time

Wealth management jobs in San Diego, CA, USA