Wealth Advisory
1,457 open positions
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MD, Private Bank Team Head (Swiss Onshore) CitiGENEVA, Switzerland 3mo Managing a team of senior professionals to grow client business and acquire UHNW target names in the Swiss onshore market.
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Wealth management advisor DesjardinsRichelieu, CA 3mo Provide personalized financial solutions, including financing, investments, estate planning, and wealth protection, to optimize members' financial wellbeing.
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Vice President, Investor Relations NtrsChicago, IL $165k–$165k3mo Support investor relations and fundraising efforts across 50 South Capital, focusing on the wealth channel and serving as a key point of contact for financial advisors and high net worth clients.
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Multi Asset Product Analyst TrowepriceBaltimore, MD $77k–$77k3mo Supports product strategy, management, development, and positioning for T. Rowe Price Multi-Asset strategies, focusing on retirement and multi-asset solutions.
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Wealth Planner CeritypartnersNew York City, NY $110k–$110k3mo Develop individualized financial plans and recommendations to help clients meet their financial goals, supporting Wealth Advisors in managing client relationships.
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Associate Financial Advisor - Afton Union Financial Group - Seattle, WA ThriventRemote $100k–$100k3mo Support clients through investment planning, insurance solutions, and ongoing relationship management as part of a collaborative financial advisory team.
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Financial Advisor – Mid Oregon Credit Union LplfinancialPrineville, Oregon $60k–$75k3mo Financial Advisor providing investment solutions to credit union members and families.
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Financial Solutions Advisor - Corte Madera Financial Center GhrCorte Madera, US $70k–$70k3mo Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
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Associate, Investor Relations, Private Credit OaktreeRemote $125k–$125k3mo Support investor communication and materials for Oaktree's corporate direct lending and multi-strategy private credit strategies.
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Program Manager, Credit Team AbglobalAustin, Texas 3mo Lead talent development and process initiatives for a private credit investment team, managing junior professionals and driving cultural contributions.
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Banquero/a Patrimonial (División Noreste) BbvaNuevo León, Monterrey, 64060, MX 3mo Manage high-net-worth clients in the Northeast division, driving sales of banking and stock market products to increase the profitable client base.
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Investment Advisor – Brazil ArqSão Paulo 3mo Build ARQ's first dedicated investment advisory function in Brazil from the ground up, sourcing clients, constructing portfolios, and defining the playbook for future advisors.
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Sr ETF Specialist InvescoSan Francisco, California, US $160k–$160k3mo Drive distribution and market share growth for Invesco's U.S.-listed ETF platform by partnering with consultants and delivering tailored education to financial advisors and private clients.
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Aladdin Client Engagement, Preqin, Vice President - Team Lead BlackRockChicago, IL $118k–$118k3mo Regional team lead driving client engagement, retention, and growth strategy for Preqin clients in the private markets data space.
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Gestore Affluent - Caserta SellagroupCaserta - Corso Trieste 164 - Ufficio, IT $45k–$45k3mo Manage and develop a portfolio of Affluent/Superior clients by providing comprehensive financial planning, investment strategies, and risk mitigation.
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Client Solutions & Analytics: Analyst/ Associate - London PimcoLondon, GBR 3mo Partner with senior Strategists to design and deliver investment solutions, including asset allocation, risk management, and portfolio diagnostics for clients.
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Private Wealth, Market Leader – Vice President BlueowlSan Francisco, US $100k–$100k3mo Drive sales growth and adoption of Blue Owl's private market investment solutions across a defined territory by engaging financial advisors and managing relationships.
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Senior Investment Director CambridgeassociatesBoston $182k–$247k3mo Construct diversified portfolios and evaluate investment managers for foundations, endowments, pensions, and government agencies.
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Sub Advisory Client Relations Manager, VP-SVP PinebridgeNew York $180k–$180k3mo Managing and expanding strategic relationships with sub-advisory, intermediary, and institutional distribution partners to drive asset growth and retention.
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Defined Contribution Product Specialist PncPA - Pittsburgh (15222), US $91k–$91k3mo Deliver investment advisory and employee education solutions to sponsors of participant directed defined contribution plans, including 3(21) advice, 3(38) management, fiduciary education, and vendor benchmarking.
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Senior BLM Analyst CmegroupChicago - 20 S. Wacker $89k–$89k3mo Support growth in CME's equity index business in prediction markets and new alternative investment products through data-driven assessments and product initiatives.
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Director of Wealth Management Technology PlantemoranSouthfield, US $173k–$173k4mo Strategic interface between IT and Wealth Management practice, driving innovation and leveraging technology at competitive scale and speed to achieve business objectives.
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Associate - PJT Park Hill (Private Equity - Distribution) PjtpartnersSan Francisco $225k–$225k4mo Supporting distribution efforts for private equity funds across the West Coast by managing relationships with Limited Partners (LPs) and General Partners (GPs) to facilitate capital raises.
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Director, Deal Advisory - Finance Advisory, Singapore SlrconsultingSingapore, Singapore 4mo Establish and lead SLR's Deal Advisory presence across Asia Pacific, acting as a trusted advisor to senior investment professionals in private markets.
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Financial Analyst, Client Advisory JordanparkgroupNew York $100k–$100k4mo Support clients and drive firm initiatives through investment reporting, financial planning, and portfolio management within a wealth management firm.
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Wealth Professional Services Consultant, Officer StatestreetBurlington Massachusetts, US $70k–$70k4mo Subject-matter expert leading the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) for wealth management clients.
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Director, Institutional Investor Coverage↗ MufgSingapore, S00, SG 4mo Regional Director driving strategy, balance sheet management, and bespoke structuring for global and Asian institutional investors (SWFs, pension funds, sponsors) across APAC.
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Senior Advisor, Wealth Management (Bilingual) WealthsimpleToronto Headquarters 4mo Provide comprehensive financial support and custom investment proposals to high net worth clients ($1MM+) in a salaried, non-commission role.
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Client-Facing Product & Solutions Specialist, VP DbMumbai Nirlon Knowledge Pk B1 4mo Managing investment advisory mandates across India, formulating asset class views (Equity, Debt, Multi-asset), and providing advice to private and UHNW clients.
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Financial Market Analyst (Italy)
Capital.ComMilano, Provincia di Milano
4mo
Produce daily market updates, forward-looking commentary, and educational content for retail traders and media outlets across major asset classes.
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