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Director, Incident Response
KPMG LLP
…programs, coupled with strong executive presence, stakeholder management, and the ability to lead multiple high-priority engagements while supporting client relationships and business…
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Director, CyberArk
KPMG LLP
Lead enterprise-scale Identity Access Management (IAM) transformation programs, providing strategic direction for Identity Governance Administration (IGA) and Privileged Access Management…
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Senior Director, Listed Derivatives - Index Product Management
NADQ Nasdaq, Inc.
Nasdaq is seeking a Senior Director, Listed Derivatives to lead commercial strategy, ecosystem development, and product management for Nasdaq Indexes' listed derivatives business. This…
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Service Desk Manager
Pathstone
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear…
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Marketing Director
Colliers International NY LLC
Serve as a strategic partner to market leadership, contributing to business planning, growth strategies, and client engagement initiatives.
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Platform Implementation Specialist - Assistant Vice President
iCapital
Lead and support all aspects of new and existing wealth manager and asset management integrations including but not limited to project management, client discovery, operating model and…
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Account Manager - Banking and Wealth
Plaid
The Plaid Account Management team in the Banking & Wealth Segment leverages our deep technical, product, and industry knowledge to help our banking, wealth, and insurance cohort of…
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AVP, Product Management - ClientWorks Platform
LPL Financial Corp
…efficiently. The platform provides a single location to access client account types and data and to process business, with tools supporting account opening, client management, trading,…
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Senior Risk Management Claims Consultant
Community Financial System, Inc.
…Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan…
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Strategy & Operations - GTM
Savvy Wealth
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and…
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Branch Manager I
· Minimum 5 years of progressive banking, sales, or customer service experience and 1 year leadership experience required
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Principal AI Architect
LPL Financial Corp
…build, evaluation, certification, deployment, operations, change management, and…
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Head of Advisor Success
Savvy Wealth
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and…
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Director of Advisor Onboarding
Savvy Wealth
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and…
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Senior Engineering Manager
Savvy Wealth
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and…
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Senior Client Portfolio Manager, Brooklyn Direct Indexing
Nuveen Services LLC
…institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. As a Sr. Client…
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Asset & Wealth Management, GS Ayco, Centralized Wealth Management Professional, Analyst - Albany
Campus
…challenges, and contributing to a dynamic, high-impact team? As a Wealth Management Professional (WMP) at Goldman Sachs Ayco, you will not just support our business; you will be at the…
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Executive Assistant, Risk
NADQ Nasdaq, Inc.
We are seeking a highly organized, proactive, and tech-savvy Executive Coordinator to serve as a trusted partner to the Chief Risk Officer. In this role, you will help maximize the CRO’s…
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Director, Digital Product Management, Wealth Management
BMO Bank N.A.
You will work closely with Wealth Management leaders and partners across technology, design, data, operations, and other functions to translate business and client needs into a clear,…
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EVP, Chief Compliance Officer
LPL Financial Corp
…gaps, trends, emerging risks, and corrective actions to senior management and appropriate governance…
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Client Partner - Wealth Management
Perficient
Perficient is seeking an experienced Client Partner in New York City to lead and grow strategic relationships within the Wealth Management segment of Financial Services. The Client Partner…
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J.P. Morgan Wealth Management - Executive Director, Custom Lending Specialist
JPMC page
As a Custom Lending Specialist within JP Morgan Chase Wealth Management, you will serve as a trusted, solutions-oriented lending expert and the primary point of contact for Financial…
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Wealth Advisor - Buffalo, NY
Citizens
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
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Client Relationship Specialist - New York, NY (Grand Central)
Charles Schwab
This role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear path for growth.
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Associate Marketing Manager, U.S., TMobile Advertising Solutions
T-Mobile
…compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to…
