Chief Wealth Solutions Architect
Incline Wealth
Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position. Mercer Global Advisors, the Denver-headquartered registered investment advisor with $96 billion in assets under management, has hired Melissa Nims, a former Morgan Stanley executive, as its chief solutions officer. She takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position. Nims joins from Morgan Stanley, where she spent the last two decades, most recently as managing director and chief operating officer of investment solutions. In her new role, she’ll lead Mercer’s wealth solutions platform, which includes tax, estate, trust, insurance and business management. She’ll oversee a team of more than 250 professionals; one of her focuses will be to grow that team to 300 by the end of the year. Nims said her team will be adding to the suite of offerings over time, but her immediate focus will be on scaling the wealth solutions organization. That includes plans to grow the team and bring in more experts and partners. “It’ll also be thinking through technology and innovation,” she said. “How do we give them tools to do their jobs even better and to create transparency across not just the wealth solutions organization, but also our advisors and clients, so they can see where we are in the experience?” #J-18808-Ljbffr Incline Wealth
$130k - $230k
...Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies... ...responsible for expanding Wilshire’s presence within the intermediary wealth channel by developing enterprise relationships with home...SuggestedWork at officeWorldwideHome office- ...Vice President of Wealth Management About the Company Respected investment advisory firm Industry Financial Services Type... ...to deliver comprehensive wealth management advice and planning solutions, develop expertise in the firm's investment philosophy, and...Suggested
- ...Executive Director, Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve... ...end-to-end: identifying opportunities, structuring sophisticated solutions, and ensuring disciplined execution that delivers exceptional client...Suggested
- ...Custom Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term... ...Morgan Chase Wealth Management, you will serve as a trusted, solutions-oriented lending expert and the primary point of contact for Financial...Suggested
- ...Summary: Kinecta Financial & Insurance Services, LLC (KFIS), the wealth management CUSO of Kinecta Federal Credit Union, is seeking an... ...of investment products, advisory platforms, insurance solutions, and regulatory requirements. Deep knowledge of financial planning...SuggestedContract workWork experience placementWork at officeFlexible hours
$164k - $250k
...to enhance client relationships and facilitate financial planning processes. The ideal candidate will have a strong background in wealth management, with a 4-year degree and relevant certifications. This role requires exceptional analytical and communication skills to...- PathStone Capital, a leading independent wealth management firm in Los Angeles, is seeking a Vice President, Global Regions to drive international expansion. The ideal candidate will have experience in cross-border wealth advisory and asset allocation, focusing on UHNW...Remote jobFull time
$175k - $225k
Wealth Enhancement Group is seeking an Associate Regional Vice President in Los Angeles. This remote position focuses on business development with custodial partners and prospective clients. The ideal candidate will have at least 3 years of sales experience in wealth management...Remote job- ...Managing Director, Private Wealth Advisor About the Company Prominent investment management firm Industry Investment Management... ...unique financial needs, and delivering tailored investment solutions. Applicants for the Senior Wealth Advisor position at the company...
- VP / Director of Wealth Management Salem Partners Wealth Management Overview Salem Partners Wealth Management is seeking a senior , client-facing wealth management professional to support ultra-high-net-worth clients and work closely with firm leadership. This role is...Work at office
- ...business unit to operate autonomously, supported by a central AI Solutions Group, while strategic partnerships with leading data and AI... ...The Role: We are seeking a Director or VP Solutions Architect to serve as a hands-on technical leader responsible for translating...Work at office
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join...
$99k - $232k
...business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve...Full timeH1b$150k - $200k
...work is distinguished by a unique combination of precision and vision. Based in any U.S. office, the Legal Technology Solutions Architect will be responsible for advancing the firm's Legal Technology and Artificial Intelligence initiatives by designing,...Work at officeLocal areaFlexible hours$173.6k - $217k
...Posting Title Principal Solution Architect - PLM Requisition Number R233094 Company Mattel HQ, Inc. Location El Segundo, California Address 333 Continental Blvd Zip Code 90245 Job Category Information Technology Pay Range USD $173,600 and...Local areaFlexible hours- ...Aveva Solution Architect / Hands-On Aveva Product Development Location: Remote (Pacific Time hours) Remote - possibly may include in office face to face meetings to be determined Are you passionate about Aveva technologies and eager to make a significant impact?...Contract workWork at officeRemote work
- ...Servicenow Solution Architect Sonsoft, Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology...Full time
$153.6k - $207.8k
...is a specialized account team within AWS that supports Amazon's own business units as strategic cloud customers. As a Senior Solutions Architect on this team, you'll be the primary technical advisor to Prime Video, Prime Video Sports, and Amazon MGM Studios, helping their...Local areaRemote workRelocation packageFlexible hoursDay shift$95.4k - $208.3k
...Duties and Responsibilities Press space or enter keys to toggle section visibility The Managed Care, Business Solutions Architect designs and delivers business intelligence and analytics solutions that support Managed Care related operational and strategic...Remote workMonday to FridayFlexible hours- ...Solutions Architect Solution architect with ability to architect, design solution for B2B+B2C Ecommerce platform. Reviewing architecture and design on various aspects like: Extensibility, scalability, security, design patterns, user experience, NFRs, etc., and ensure...
$250k - $275k
...Senior Client Solution Architect (Remote)Southern CaliforniaWho You AreYou are a seasoned solutions architect who thrives in complex, multi-domain environments and enjoys guiding clients towards outcomes that align technology with business strategy. You bring a consultative...Remote work$200k - $230k
...Solutions Architect Beverly Hills, California, United States Mindful movement. It's at the core of why we do what we do at ALO—it's our calling. Because mindful movement in the studio leads to better living. It changes who yogis are off the mat, making their lives...Work at office- ...in the greater Los Angeles area. This is NOT a remote position*** Align with customers, partners, and internal teams, creating solutions to drive business value. Roles and Responsibilities: Provide technical expertise in customer engagements specifically around...
- ...Job Description - add details here Seeking a senior solutions architect with strong solution engineering background to lead architecture, prototyping, and delivery across four high-impact initiatives: Immigration & Minors Case Management, Global Ethics & Compliance...
$93.8k - $172k
...from one another. If you're driven to solve meaningful challenges, we'd love to meet you. What we do: The Anaplan Solution Architect is responsible for leading the design, development, and deployment of advanced Anaplan models and applications across various...Full timeTemporary workLocal areaWorldwide$176.6k - $239k
...understand each customer's unique challenges, then craft innovative solutions that accelerate their success. This customer-first approach is... ...Web Services is looking for a highly motivated Solutions Architect to help accelerate customer adoption. This is an excellent...Local areaWorldwideFlexible hours$180.66k - $248.36k
...CSQ127R318 As a Big Data Solutions Architect (Resident Solutions Architect) in our Professional Services team you will work with clients on short to medium term customer engagements on their big data challenges using the Databricks platform. You will provide data engineering...Temporary workWorldwide- ...Title: MES Solutions Architect Location: Onsite at Santa Monica, CA Roles and Responsibilities This role utilizes your deep understanding of the Manufacturing Execution System space. While below is a sample of the role, each unique project will provide...
$166k - $218.4k
...just to execute a function, but to help redefine the future of how work gets done. We are looking for a Senior PS Sales Solutions Architect to be part of our Professional Services team. In this role there will be equal focus on both the process of selling...Flexible hours$153.6k - $207.8k
...you like helping customers implement innovative cloud computing solutions and solve technical problems? Would you like to do this using... ...Web Services is looking for a highly motivated Solutions Architect to help accelerate our growing Education business as part of the...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Wealth Solutions Architect. Be the first to apply!
- executive IT support specialist Los Angeles, CA
- executive director for marketing & public relations Los Angeles, CA
- chief people officer Los Angeles, CA
- chief industries Los Angeles, CA
- executive support Los Angeles, CA
- credit union executive Los Angeles, CA
- managing director financial services Los Angeles, CA
- senior executive director Los Angeles, CA
- assistant to the executive director Los Angeles, CA
- chief content officer Los Angeles, CA


