Senior Asset & Wealth Management Operations Consultant
PricewaterhouseCoopers
PwC is seeking a (senior) Operations Consulting professional in New York to help optimise client operations across product development, supply chain, procurement, and manufacturing. You will work within PwC Professional leadership framework to drive growth and profitability, delivering strategic improvements and leading diverse teams. You will apply knowledge of wealth and asset management business models, manage complex projects, and deliver measurable outcomes while navigating global #J-18808-Ljbffr PwC
- City National Bank is seeking a Senior Specialty Wealth Asset Officer to lead investment/asset management for complex real estate and related assets held in fiduciary accounts. You will oversee property operations, coordinate with third parties, and manage asset-level projects...Senior
$128k - $193k
...mindset and modern methods, fusing strategy, consulting, and customer experience with agile... ...are looking for a domain-strong Wealth Management Product Manager to lead advisor-centric... ...closely with engineering, data, UX, and senior stakeholders.Responsibilities• Own product...Senior- Brookfield Asset Management Inc. in New York is seeking a Senior Vice President to join the Credit Investment Specialist team, focusing on fundraising and business... ...’s Credit Platform, with emphasis on private wealth investors and expansion to institutional clients in...Senior
- A prominent investment firm in Midtown Manhattan is seeking a Portfolio Analyst to support a Wealth Advisor's practice. The role involves constructing tax-efficient portfolios, engaging with high-net-worth clients, and participating in investment committee meetings. Candidates...Senior
- RBC Wealth Management in New York seeks a Senior Financial Associate to join the FA Team, actively growing client accounts and managing portfolios with independence. The role emphasizes investment knowledge, regulatory awareness, and strong client service. Ideal candidates...Senior
$115k - $270k
Our ImpactWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...development.Partner with colleagues in Engineering, Design, Operations, and Program Management to deliver user-centric features....SeniorFull timeTemporary workPart timeWork experience placement- Infosys Consulting is seeking a Senior Consultant (Product Manager) for Wealth Management & Trust to drive product strategy and execution. You will work within a global... ..., delivering solutions and improvements for asset and wealth management clients. Responsibilities...Senior
- Fairygodboss is looking for a Vice President, Product Manager to lead product development at 55ip. In this role, you will coordinate with... ...8 years in Product Management and experience in Fintech or Wealth products. The position offers a competitive salary along with benefits...SeniorFlexible hours
- Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs. Responsibilities include identifying and deepening relationships with affluent clients,...Senior
$90k - $115k
TPG Careers Page is seeking a candidate for a role that oversees daily operations of transfer agents and service providers. This position involves supporting the operational onboarding of TPG Funds to global service providers and investigating operational queries. The...Senior- Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists. Role emphasizes high-touch client engagement, proactive...Senior
- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...Senior
- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...Senior
- Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions. The position requires 5-8 years of...Senior
- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorWork at office- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...Senior
$116.2k - $212.9k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...compliance frameworks, and help shape operating models that support alignment... ...work is submitted for partner or senior manager review, consulting with others as necessary.Responsible...Summer holidayLocal areaFlexible hours- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor...Senior
- Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have...Senior
- ## Senior Vice President, Credit Investment Specialist (Wealth Channel)Applylocations: New York, New Yorktime... ...largest alternative asset managers, distinguished by a 1... ...of owning and operating assets and businesses... ...investors and investment consultants across the U.S. and...SeniorTemporary workLocal areaImmediate start
$88.4k - $132.6k
Citi is looking for a Wealth Relationship Manager in New York to deepen relationships with affluent clients. This role requires 5-8 years of relevant experience and involves identifying clients' financial needs and offering tailored financial solutions. Candidates should...Senior- Goldman Sachs Wealth Management is seeking a Product Manager to modernize our digital platform for wealth clients and advisors. You will collaborate... ..., and drive delivery across engineering, design, and operations. The role requires 7+ years in product management, strong...Senior
- The Goldman Sachs Group, Inc. in New York seeks an experienced Product Manager to modernize the Wealth Management digital platform. You will collaborate with PWAs and engineers to deliver client- and advisor-facing features, translating complex requirements into actionable...Senior
$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial... ...acting as a strategic consultant related to business... ...requirements, management of operational tax risks, and tax implications... ...: As part of the Asset and Wealth Management team you are expected...SeniorLocal areaOverseas$170k - $180k
...Sia is a next-generation, global management consulting group. Founded in 1999, we were... ...Job Description As a Senior Manager supporting our Wealth & Asset Management practice, you will lead... ...engagements focused on strategy, operating model transformation, AI, data and...SeniorFull timeWork experience placementWork at officeImmediate startWorldwide3 days per week$120k - $150k
...ll be doingThe Private Wealth Audit team provides... ...of the Private Wealth Management portfolio, including trust... ...banking. As a Senior Audit Manager, you'll... ...securities licenses is an asset.You're able to travel.... ...Management, Internal Controls, Operating Effectiveness, People...SeniorFull timeRemote workShift work2 days per week$80k - $100k
A financial services firm seeks a Senior Operations Analyst (RIA) in Charlotte, NC, with a focus on portfolio management and reporting. Candidates should have 4-5+ years of experience in a similar environment, strong Excel skills, and the ability to collaborate effectively...SeniorRemote job- Jobtailor in New York is seeking a senior wealth management professional with broad experience in business management or family office settings. The role focuses on generating new business opportunities, maintaining client communications, and strengthening client relationships...SeniorWork at office
$115k - $270k
...Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients... ...strong relationships with firm’s partners, senior executives, and related... ...your investment acumen through creating asset allocation strategies and holistic wealth...Full timeTemporary workPart timeWork at office
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