• Trade Settlement/Repo Work Lead - Wealth

    US Bank (St. Paul, MN)
    …**Inspire, excel and grow with us** USBI is a major underwriter and secondary market dealer and market maker of high grade and high yield corporate debt. The firm is ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
    US Bank (12/22/25)
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  • Wealth Sales Associate (Internal…

    Principal Financial Group (Des Moines, IA)
    …Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions ... and key advisor data. Here are a few examples of the kinds of things you'll do: + Proactive outreach to engage advisors (phone, email, meetings) + Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc +… more
    Principal Financial Group (12/19/25)
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  • Wealth Advisor - PNC Wealth

    PNC (Washington, DC)
    …+ Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of ... business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. + Acquires, expands and maintains client relationships through… more
    PNC (12/17/25)
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  • Private Wealth Planning Support Manager

    Wells Fargo (Minneapolis, MN)
    …+ 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military ... **About this role:** Wells Fargo is seeking a Business Growth Strategy Manager. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding… more
    Wells Fargo (12/16/25)
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  • Lead Analyst Technology ( Wealth

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …+ Lead the elicitation, documentation, and management of business and functional requirements for complex technology initiatives. + Translate business needs into ... clear, actionable technical requirements and user stories. + Conduct gap analyses, feasibility studies, and impact assessments to support solution design and decision-making. + Collaborate with cross-functional teams including developers, QA, UX, and business… more
    Raymond James Financial, Inc. (12/16/25)
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  • JP Morgan Wealth Management - National…

    JPMorgan Chase (Irvine, CA)
    …+ Attract, retain and develop a team of Personal Advisors in a strategic hub + Ensure talent and performance strategies are in place to coach, develop and promote ... Personal Advisors, including performing call monitoring reviews to ensure quality interactions + Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital + Closely partner with the Supervisory Management and… more
    JPMorgan Chase (12/12/25)
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  • Senior Product Manager ( Wealth Management)

    Publicis Groupe (Irving, TX)
    …Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally enabled state, both in the way they work and the ... way they serve their customers. We help unlock value through a start-up mindset and modern methods, fusing strategy, consulting, and customer experience with agile engineering and problem-solving creativity. United by our core values and our purpose of helping… more
    Publicis Groupe (12/09/25)
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  • Wealth Fraud Risk Officer Vice President

    Citigroup (Jacksonville, FL)
    …+ Establishes and oversees the application of operational risk policies, technology and tools, and governance processes to create lasting solutions for minimizing ... losses from failed internal processes, inadequate controls, and emerging risks. + Independently assess' risks and drive actions to address the root causes that persistently lead to operational risk losses by challenging both historical and proposed practices.… more
    Citigroup (12/09/25)
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  • Wealth - Lead - GenAI Testing…

    Citigroup (New York, NY)
    …**Framework Development:** + Design and implement a comprehensive testing and evaluation framework for GenAI model outputs. + Develop standards and patterns for ... We are seeking an innovative and detail-oriented professional to lead the development and management of the Generative AI (GenAI) testing and evaluation framework. This role focuses on creating patterns, methodologies, and iterative structures to optimize the… more
    Citigroup (12/09/25)
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  • Wealth Management Investment Consultant,…

    US Bank (Cincinnati, OH)
    …The Investment Consultant role provides advanced investment education and advice as it works with clients who typically have between $25,000 and, up to, $250,000 in ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
    US Bank (12/05/25)
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