Private Wealth Tech Transformation Lead
Neuberger Berman
Neuberger Berman is seeking an experienced Senior Technology Project Manager in New York to oversee strategic software implementations and process re-engineering. This role demands managing complex workstreams that include operating model redesign and vendor application integrations. The ideal candidate will have over 10 years of project management experience with a focus on financial services transformation and strong stakeholder engagement. This position offers a hybrid work arrangement with excellent benefits. #J-18808-Ljbffr Neuberger Berman
- ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance...Private
- ...A consulting firm is seeking candidates for a remote role focused on asset and wealth management. The position involves leading consulting engagements, tackling complex problems, and mentoring others within a supportive team environment. Ideal candidates will possess...SuggestedRemote work
$154k - $267.4k
EY is seeking a Wealth Management Consultant in New York to shape the future of wealth management. You will lead transformative consulting projects that drive performance improvements across client engagements. The ideal candidate has 5-9 years of wealth management experience...SuggestedWork at office3 days per week- A leading global professional services firm is seeking a Manager Consultant in Asset & Wealth Management to support clients in aligning their operating models with business strategies. Candidates should have experience in asset management, familiarity with investment systems...Suggested
- A global consulting firm in New York seeks a Business Transformation Manager specializing in wealth management. The successful candidate will lead projects that enhance operational excellence and client relationships. With a focus on strategic consulting, candidates should...SuggestedFlexible hours
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role includes... ...supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of...Private
- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...Private
$80k - $100k
...Berman in New York is seeking a dedicated Client Associate/Senior Client Associate to support a Wealth Advisor team. This role involves managing subscription documentation for private equity, coordinating client communications, and assisting with travel arrangements. The...Private- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...PrivateFull time
- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. The...Private
$176.72k - $265.08k
Wealth Investments Supervisory Technology Application Development Lead - SVP Apply (opens in new window) Job Req Id: 26956479 Location(s): Jersey City, New Jersey, United States Job Type: Hybrid Posted: May. 07, 2026 Discover your future at Citi Working at Citi is far...Full timeWork experience placement- ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far more than just... ...specialist supporting the Citigold and Citi Private Client (CGCPC) segments. Lending Advisors... ...think creatively in delivering market leading solutions. ~ Solid understanding of financial...Private
- Apollo Global Management is looking for a Wealth Strategy Associate to join their Strategy... ...leadership and client communications. Lead ad hoc projects to support business growth... ...outcomes. Experience with financial advisors or private wealth clients is a plus. Strong...PrivateWork at office
$109.12k - $213.48k
...conduct new client/prospect research, generate leads and develop prospects, network to... ...deliver Citi's full suite of banking and wealth management solutions to our clients Provide... ...Job Family Group: Private Client Coverage Job Family: Private...PrivateFull time- ...Senior Wealth Advisor Safe Act - Uptown Manhattan Discover your future at Citi Working... ...and family offices through Citi Private Bank, operates in the affluent and high-net... ...Wealth Advisors have access to Wealth's leading investment solutions platform, which allows...PrivateWork at office
- ...New York or Dallas** **About the position** We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private...PrivateLocal area
$250k
...The Investment Counselor Team Lead manages a team of Investment Counselors and Investment... ...knowledge of financial markets, wealth management practices, and industry products... ...investment themes, products and services Citi Private Bank offers to clients, including, though...PrivateFull time- ...Professional Loan Program (PLP) Team Member J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth... ...trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve...PrivateWork at office
$150k
...Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports... ...and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through...PrivateFull timeLocal area- ...strategic views, and identify timely investment opportunities for private bank clients. This role will allow you to build multi-asset and... ...in each region and channel (in Private Bank and U.S. Wealth Management) to understand respective priorities in order to generate...PrivateWorldwide
$220k - $250k
...0,000.00/yr Position Summary The Principal, Data Transformation Lead is a senior leader within Carlyle's Enterprise Technology... ..., ensuring Carlyle's data ecosystem across private equity, private credit, private wealth, secondaries, and investor relations, is trusted,...PrivateFull time$170k - $300k
Overview Citi Wealth Planner - The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based...PrivateFull timeBank staff$88k - $123.74k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...industry-focused tax advisory and compliance services to private wealth clients. As one of the fastest growing firms in the nation, BT...PrivateLocal areaWorldwide$180k - $225k
...International is a premier investment and wealth management firm with a commitment to... ...worth (HNW) individuals and families; Lead segment new business strategies for the New... ...words: Sales Director, Business Development, Private Wealth Management, Wealth Director,...PrivateWork at officeLocal area- .... Morgan is a global leader in asset and wealth management with assets under supervision... ...management of $1.4 trillion. J.P. Morgan Private Bank has been helping the world’s wealthiest... .... Job responsibilities Coordinate and lead monthly meeting with Market Manager. This...PrivateLocal area
- ...and existing clients in partnership with a private bank credit team. Key responsibilities... ...financial analysis. Job expectations include leading the process, ensuring timely and accurate... ...lending relationships with strategic wealth clients, driving funded loan balance and...PrivateBank staff
$236.56k - $414.12k
...of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Private Wealth Director The Private Wealth Director leads and cultivates client relationships for Wealth Advisory...PrivateTemporary workFlexible hours- ...partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as... ...-------------------------------------------- Job Family Group: Private Client Coverage -----------------------------------------------...PrivateFull time
$150k - $190k
...CIBC.com ( What you'll be doing As a Private Wealth Business Development Officer (BDO), you... ...referrals. Market Development: Lead and organize promotional events, educational... ...collective success. You know that teamwork can transform a good idea into a great one. You are...PrivateRemote work$126.5k - $166.3k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...You are looking for an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert to the clients you serve...PrivateWork at officeLocal areaWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Tech Transformation Lead. Be the first to apply!
- java technical lead New York, NY
- technical lead manager New York, NY
- technical services lead New York, NY
- salesforce technical lead New York, NY
- technical leader New York, NY
- technical lead New York, NY
- .net tech lead New York, NY
- organizational change management lead New York, NY
- private wealth advisor New York, NY
- private equity intern New York, NY

