- Robert Half Finance & Accounting (San Mateo, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time ... Maintain accurate client records in CRM systems + Support operations , compliance, and marketing activities + Oversee team tasks,...info and immediate consideration. Requirements + 8+ years in wealth management , ideally in a small RIA… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time ... CRM systems like ClientWorks and Redtail. + Support daily operations by refining procedures, monitoring compliance alerts, and managing...info and immediate consideration. Requirements + 8+ years in wealth management , ideally in a small RIA… more
- KeyBank (Amherst, NY)
- …projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of ... and regulations through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional… more
- Bank of America (Atlanta, GA)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/Private- Wealth -Client-Relationship- Manager \_25038867) **Job Description:** Merrill ... Private Wealth Client Relationship Manager Atlanta, Georgia...of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations … more
- JPMorgan Chase (Newark, DE)
- …and excellence in data strategy and solutions. As a Client and Account Data Product Manager in JP Morgan's Wealth Management , you will be instrumental in ... Driving the future of Wealth Management , the Client and Account...business and client needs. You will work closely with operations , advisors, and business stakeholders to deliver robust data… more
- JPMorgan Chase (Newark, DE)
- As a driving force behind data excellence in Wealth Management , the Product Manager for Client and Account Data shapes strategy, innovation, and high-impact ... results. As a Client and Account Data Product Manager in JP Morgan's Wealth Management...needs, driving data strategy, quality, and risk mitigation across Wealth Management . Collaborating closely with operations… more
- City National Bank (Charlotte, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration,… more
- Zions Bancorporation (Las Vegas, NV)
- …endless. You bring the talent; we bring the opportunity. We are currently seeking a ** Wealth Management Portfolio Manager ** to join our team. This position ... NV and reports up to the Director of Investment Management . The Portfolio Manager (PM) role is...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management ). This high-impact role requires ... influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations , Technology,… more
- JPMorgan Chase (New York, NY)
- …teams in a matrixed environment + Strong business acumen and understanding of wealth management products, operations , and technology + Bachelor's degree ... environments and are passionate about shaping the future of wealth management , this is the role for...operations transformation context + Deep knowledge of program management best practices, including Agile methodologies, risk management… more