SVP, Wealth Tech: Client & Account Data Platform Lead
Information Technology Senior Management Forum
The Information Technology Senior Management Forum seeks an experienced Senior Vice President to lead the Client & Account Data Platforms organization in Jersey City. This senior role involves leading a sizeable organization and shaping the technology agenda for Wealth Management. Ideal candidates will have over 10 years of technology experience in financial services, with a focus on client data management and proven leadership in large engineering teams. This position offers competitive benefits, including medical coverage and retirement plans. #J-18808-Ljbffr
$85k - $140k
...Stanley is seeking an Assistant Vice President for the Wealth Management Platforms team in Jersey City, NJ. This role involves being the Product Owner for Account Maintenance, enhancing digital solutions for clients while collaborating with internal stakeholders. The...PlatformAccounts$122.55k - $201k
...Management Business Unit: Asset & Wealth Management Posting Date: 2025-09-2... ...future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data... ...facilitate integration with analytics platforms Monitor and report on data-related...PlatformAccountsFull time- ...award-winning wealth manager with a... ...intelligence to build a platform that gives... ...them to serve clients they... ...Our goal is to tech-enable the relationship... ...investment outcomes. Lead high‑impact... ...Maintain disciplined account oversight:... ...fluent with data. You can use data...PlatformAccountsWork at office
- ...enthusiasm for helping our clients, taking care of our... ...and thought leadership platform along with cutting edge... ...Associate in J.P. Morgan Wealth Management, you will... ...operational requests such as account opening, money movement... ...management and new lead generation Assist in...PlatformAccounts
- ...enthusiasm for helping our clients, taking care of our... ...and thought leadership platform along with cutting edge... ...Associate in J.P. Morgan Wealth Management, you will... ...operational requests such as account opening, money movement... ...management, and new lead generation. Assist in...PlatformAccounts
$176.72k - $265.08k
...hands on engineering lead with a knack of solving complex data engineering problems Experience in Wealth Investment data... ...Reconciliation. Enable cross platform interoperability... ...Citigroup, its clients and assets, by... ...others and create accountability with those who fail...PlatformFull time- ...Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Analyst... ...and understanding of client accounts, trade life cycle and act... ...guideline rules on compliance platforms Liaison with Investment... ...teams to improve data availability and quality,...PlatformAccounts
- ...Client Services Coordinator | Wealth Management | Financial Planning | RIA Operations This Is Not Your Average... ...Prepare and process investment account applications, ACAT transfers, and insurance... ...RIA operations . Familiarity with platforms such as Schwab Advisor Center,...PlatformAccountsFull timeWork at officeRemote work
$230k - $250k
...leader to serve as a lead across Wealth Management Technology... ...Marketing analytics platform , responsible for the... ...Management and Global Client Solutions businesses... ...will focus on building data-driven distribution... ...decision-making, accountability, and continuous innovation...PlatformAccountsTemporary workWork experience placementFlexible hours$80k - $100k
...Position Overview Neuberger Wealth is a direct-to-client wealth and investment management business. The... ...facilitate fund onboarding and ongoing account activity. Prepare, organize, and... ...tracking, or alternative investment platforms preferred. Experience working with international...PlatformAccountsWork at officeLocal area- ...responsible for providing client service support to... ...Advisors (FAs) at Merrill Wealth Management.... ...demand increases, while leading with a client‑first mindset... ...information and technology platforms. Desired Qualifications... ...communication skills. Skills Account Management Client...PlatformAccountsSeasonal workWork from homeShift workDay shift
$225k - $275k
...About Apella Apella Wealth is an employee‑owned, wealth... ...develop world‑class, client‑relevant capabilities.... ...will be charged with leading client relationships... ...receive Day 1 ownership and accountability of complex client... ...multiple technology platforms and rapid change. What...PlatformAccountsTemporary workWork at officeFlexible hours$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate... ...service, business development, account administration, planning... ..., Black Diamond, Advent, or similar platforms is a plus. Basic understanding of...PlatformAccountsFull timeWork at office- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...and Wealth Management Client Associates help clients pursue... ...and technology platforms Desired Qualifications Currently... ...skills Skills Account Management Client Management...PlatformAccountsSeasonal workWork at officeWork from homeShift workDay shift
- ...Apollon Wealth Management, LLC is seeking a Client Relationship Associate to provide vital support in wealth management... ...entails assisting with client accounts, handling inquiries, and... ...Salesforce and the Fidelity custodial platform. Strong interpersonal and organizational...PlatformAccounts
$375k
Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager... ...is one of the world's leading investment managers and provides... ...Contribute to a broad platform that serves as the client's... ...life‑cycle events of client accounts, including implementation of...PlatformAccountsFull timeTemporary workPart timeWork experience placement$125k - $140k
...advancing Lord Abbett's wealth management... ...impact analytics, data stewardship, and domain... ...intermediary clients and prospects and... ...wealth management platform managers, wealth management... ...requirements. Lead strategic projects... ...of ownership and accountability. ~ Excellent...PlatformAccountsWork at officeLocal areaHome office$300k - $400k
Asset & Wealth Management, Client Solutions Group (CSG), Retirement Strategic Accounts, Managing Director - New York New York, New York,... ...IMPACT GSAM is one of the world’s leading investment managers. GSAM... ...Relationship Management (CRM) platform. Leverage internal subject...PlatformAccountsFull timeTemporary workPart timeWork experience placementWork at office$176.72k - $265.08k
Wealth Investments Supervisory Technology Application... ...Development Lead - SVP Apply (opens in... ...the Supervisory Platform Target State vision... ...safeguarding Citigroup, its clients and assets, by... ...) with sound data modelling and... ...processing, fund accounting, and regulatory reporting...PlatformFull timeWork experience placement- ...acumen and a passion for client engagement to support... ...is one of the world’s leading investment managers and... ...pension plans, sovereign wealth funds, central banks,... ...Contribute to a broad platform that serves as the client... ...cycle events of client accounts, including implementation...PlatformAccounts
$170k - $215k
...The Role The Wealth Management Client Analytics Director is a strategic... ...Relationship Group (platforms), marketing, product,... ...management to drive data-informed commercial... ...growth. The Director will lead the evolution of... ...skills High ownership, accountability, and execution focus...PlatformWork at officeLocal area$115k - $125k
Position Overview The Client Service Operations... ...s largest Private Wealth Management teams.... ...workflows, drive accountability, and ensure... ...user of internal platforms and help the team... ...preventative fixes. Lead cross‑functional execution... ...benchmarking data, any collective bargaining...PlatformAccountsLocal areaShift work$180k - $220k
...GDC, and London Tech Week with... ...marketing intelligence platforms and advisory... ...carries full P&L accountability for... ...launches. As SVP Americas, you will... ...organization. You will lead a team of Event... ...Lead key client negotiations and... ...value creation Data-driven decision...PlatformAccountsWork at officeRemote workWork from home3 days per week- ...Client Onboarding Functional Specialist – SEI Trust... ...onboarding of wealth management, private bank... ...SEI Trust 3000 (T3K) platform. This role will be part... ..., and the ability to lead functional discussions... ...Trust 3000, covering account setup, client data, assets, and...PlatformAccountsFull timeContract workRemote work
- ...for the role of Vice President, Client Enablement to join our Wealth Services Platform team. This role is located in Jersey... ...consists of two primary roles – Account Manager and Specialist. This Vice... ...or positions and balance data from project initiation through to...PlatformAccountsWork experience placementWork at office
$25 - $45 per hour
...: Job Description Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients... ...and technology platforms Desired Qualifications: Has... ...communication skills Skills: Account Management Client Management...PlatformAccountsHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$120k - $128k
...offline marketing for tech and e-commerce companies... ...for a digitally native client set. To do so, we've taken... ..., and technology platform, serving some of your favorite... ...built around fast, data-driven client service,... ...strategic partner to the account management team, this...PlatformAccountsWork at officeLocal areaFlexible hours- ...Intellias is a leading software engineering... ...Services domains to our clients in the EU, North... ...hire a ISV/High Tech Client Executive... ...high‑tech and ISV accounts across North America... ...AI into their platforms, solutions, and workflows... ...with AI and data‑driven technologies...PlatformAccounts
- ...we are Passionfroot is the leading platform where modern tech brands scale creator-led... ...The Role We’re hiring a Client Success Lead to oversee our... ...point of contact for our key accounts (interfacing with CMO,... ...accounts Translate campaign data into clear, executive-level...PlatformAccounts
$130k - $230k
...seeking an experienced National Accounts professional to focus on... ...presence within the intermediary wealth channel by developing... ...gatekeepers, managed account platforms, CIO offices, and key strategic... ...integrated solutions for intermediary clients Expand Wilshire’s...PlatformAccountsWork at officeWorldwideHome office
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