• JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Jersey City, NJ)
    **About Wealth Plan:** Wealth Plan is a...+ Advanced knowledge of the product development life cycle, design , and data analytics + Prior experience ... As Vice President - Product Manager within JP Morgan Wealth Management you'll drive the creation of engaging products...**Job responsibilities** + Partner across the firm's products to lead the build-out of the product roadmap and feature… more
    JPMorgan Chase (07/18/25)
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  • Senior Manager, Industry Solutions, Wealth…

    Deloitte (Raleigh, NC)
    Senior Manager, Operations and Technology Transformation, Investment and Wealth Management - Advise What we do Operations and Technology Transformation delivers ... to deliver sustainable and impactful solutions to our clients. We advise, design , implement, and deploy innovative and technology enabled solutions focused on "heart… more
    Deloitte (08/08/25)
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  • Controls & Governance Advisor, Advice…

    Vanguard (Charlotte, NC)
    …compliance. + Strong understanding of regulatory requirements and industry standards. + Experience with advice and wealth management business preferred. + ... and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will play a key...with business management on risk management strategies. + Control Design and Monitoring: Support the development of efficient and… more
    Vanguard (07/12/25)
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  • Private Wealth Services Tax Managing…

    Grant Thornton (Philadelphia, PA)
    As the Private Wealth Services Tax Managing Director, you'll lead all aspects of client relationships including matters related to tax reporting across a variety ... Masters Degree) required + Minimum ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public… more
    Grant Thornton (06/25/25)
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  • Senior Wealth Advisor

    Comerica (San Francisco, CA)
    Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... experience with a robust platform of investments, credit, trust...competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to… more
    Comerica (08/08/25)
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  • Financial Planner - Symonds Wealth…

    Kestra Financial (Fort Worth, TX)
    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...they execute on portfolio trading, data gathering, modeling, case design , scenario building, and plan and presentation development. Summary… more
    Kestra Financial (06/09/25)
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  • Associate/Service Wealth Advisor SilverStar…

    Kestra Financial (Cypress, TX)
    An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. ... This person will report to the Lead Advisor and be the primary contact for customer...including managing client needs regarding service, asset allocation, case design , and financial planning + Consult with clients on… more
    Kestra Financial (06/09/25)
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  • Chief Risk Officer - Private Client Group…

    Raymond James Financial, Inc. (New York, NY)
    …of fifteen (15) years of financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure ... management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as.... Risk assessment methodologies . Risk governance structure and design . Risk policy and procedures . Infrastructure … more
    Raymond James Financial, Inc. (07/31/25)
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  • Senior Wealth Software Engineer

    Truist (Charlotte, NC)
    …The Senior Wealth Software Engineer is a senior-level engineering team lead responsible for delivering highly complex, scalable software solutions with a focus ... Specific activities may change from time to time. + Lead the design , development, and deployment of...with application/api development with .net core, Node.js, Angular + Experience with SQL development, database schema design … more
    Truist (07/31/25)
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  • Director, Controls and Governance ( Wealth…

    Vanguard (Charlotte, NC)
    …a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and Governance, ... this leader will build and lead a team that provides risk and controls expertise...of governance and accountability across division . + Control Design and Monitoring: Partners with key stakeholders to implement… more
    Vanguard (05/20/25)
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