Senior Asset Management Counsel - Wealth & Advisory
SEI Corporation
SEI seeks a Senior Attorney to join its Asset Management Legal team in Oaks, PA, delivering legal and regulatory support across SEI’s wealth management, advisory, asset management, and distribution businesses. You will advise on investment advisory programs, distribution platforms, model portfolios, and regulatory matters, while drafting agreements and coordinating with business, compliance, risk, technology, and other legal teams to enable scalable investment solutions. #J-18808-Ljbffr SEI Corporation
- ...Lawyer / Attorney / Counsel - Junior / Senior / Lead Jersey City, New Jersey... ...decade of regulatory risk management, data governance, fintech compliance... ...structuring, and digital asset regulation. We take... ...Strong research, drafting, and advisory skills, with the ability to...SeniorAssetContract work
- Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment...SeniorAsset
- ...JPMC is hiring to join the growing Asset and Wealth Management AI Engineering team. We are executing like a startup and building next-generation... ...communication skills and ability to communicate with senior technical and business partners Preferred Qualifications...SeniorAsset
$110.7k - $218.3k
Position Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte Regulatory, Risk &... ...to investment management operations, such as asset managers, wealth managers, hedge funds, private...SeniorAssetWork at officeNight shift$176.72k - $265.08k
...ProfessionalCompany: CitiTechnology Lead for Wealth Investments Supervisory is... ...and negotiate with senior leaders and communicate with external... ...Citigroup, its clients and assets, by driving compliance with... ...practices, and escalating, managing and reporting control issues with...SeniorAssetFull timeWork experience placement- ...changing, high-quality solutions. As a Senior Lead Architect (Business Architect) at JPMorganChase within Asset and Wealth Management, you will support a critical Agentic AI... ...—such as client onboarding, portfolio advisory, lending, and servicing—while ensuring seamless...SeniorAsset
$165k - $200k
...Premier Fee-Only Fiduciary Wealth Management Firms Are you an experienced... ..., we are seeking a seasoned Senior Financial Advisor to join... ...outcomes. Unlike many advisory firms, success at Altfest is... ...defined by product sales or asset-gathering quotas. Our advisors...SeniorAssetWork at officeRemote workFlexible hours- ...Senior Audit Associate Join JPMorganChase's Consumer and Community Banking (CCB) Wealth Management Audit Team, where your expertise in risk-based auditing... ..., and brokerage and advisory services. Finalize audit... ...processing and asset management. We offer...SeniorAssetFlexible hours
- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing... ...outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from...SeniorFull timeWork at office
$136.5k - $275k
...nearly 20% of the world's investible assets. Every day, our teams harness cutting... ...strong domain expertise across Custody, Wealth, and Asset Management to define, shape, and deliver modern... ...Wealth platforms and advisory capabilities Asset management data...SeniorAssetTemporary workWorldwideFlexible hours- ...Bloomfield Hills, MI area to deliver exceptional client service and manage a full range of banking products. You will open, maintain and... ...to banking guidelines, and mentoring junior bankers as part of Wealth Management support. #J-18808-Ljbffr Northern Trust CorpSenior
$132.7k - $303.2k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...Responsibilities Serve as the Tax Functional Leader across compliance, advisory or annuity tax service delivery. Lead tax processes by...SeniorAssetWork experience placementSummer holidayFlexible hours$150k - $250k
...Opportunity Step into a senior-level role handling... ...in estate tax planning, wealth transfer, and advanced... ...families protect their assets, preserve wealth, and plan... ...and tax planning. Counsel clients regarding... ...complex planning matters. Manage multiple sophisticated...SeniorAsset$170.5k - $284.1k
...Senior Wealth Strategist At Wilmington Trust, we help some of the nation's most successful... ...a collaborative team of wealth management specialists. What You'll Do: Advise... ...wealth transfer, business succession, and asset protection strategies. Review...SeniorAssetWork experience placement- Mizuho is seeking an experienced Derivatives Attorney in New York to support the Americas Markets business across Rates, FX, Credit, Latam and Risk Solutions Group, with a hybrid work arrangement. You will draft and negotiate master and collateral agreements, engage with...SeniorAsset
$132.1k - $301.6k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...and business acumen. As a Senior Manager in Private Tax, you will provide... ...and providing income tax planning and advisory services to high net worth individuals...SeniorAssetWork experience placementSummer holidayLocal areaImmediate startFlexible hours$120k - $160k
...closely with Relationship Managers, Service Managers and... ..., administration, wealth management, and accounting... ...communicate and present to UBS senior management as well as... ...provide diversified asset management solutions... ...States - Tennessee: Client advisory / Relationship...AssetFull timeHome officeFlexible hours$210k - $380k
...cybersecurity excellence and risk management across RBC’s US operations. As the Senior Director of US Cybersecurity... ...standing, and protect enterprise assets. You will own accountability for... ...advancement to leadership or strategic advisory roles, including cyber...SeniorAssetFull timeLocal areaFlexible hours- ...you to take your software engineering career to the next level. As a Lead Software Engineer at JPMorgan Chase within the Asset & Wealth Management line of business, youare an integral part of an agile team that works to enhance, build, and deliver trusted market-...SeniorAsset
- ...pushing the envelope to enhance, build, and deliver top‑notch technology products. As a Java Senior Lead Software Engineer at JPMorganChase within the Asset and Wealth Management Technology Team, you are an integral part of an agile team that works to enhance, build, and...SeniorAssetFor contractors
- EY seeks a Senior Manager in Private Tax to provide personal and private tax advice and compliance... ...International Tax, State and Local Tax, and Asset Management teams to deliver comprehensive tax solutions, governance, and wealth transfer planning. The role emphasizes...SeniorAssetLocal area
$250k - $275k
...Our client, a major asset management company in New York City, is looking for an attorney with 4-7 years of employee benefits and executive compensation experience. Responsibilities • Advise business partners on the commercial and legal aspects of compensation and...Asset$99k - $176k
...Description Job Description SR AUDIT MANAGER- WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to... ...Custody Services Specialty Wealth Assets Investment Advisory Broker/Dealer Investment...SeniorAssetRemote work$163.4k - $322.1k
...strategic business partners, manage risk, and unlock new levels of... ...Treasury solution delivery. As a Senior Manager - SAP Treasury, you... ...client relationships, and leading advisory services, solution design, and... ...efforts.Develop tools, assets, and accelerators that strengthen...SeniorAssetLocal areaVisa sponsorship$131k - $218.3k
...Operations & Risk - Middle and Back Office Oversight - Investment Management Senior Consultant Our Deloitte Regulatory, Risk & Forensic team... ...exposure to investment management operations, such as asset managers, wealth managers, hedge funds, private equity, fund...SeniorAsset- Senior Vice President, Product AnalystAt BNY, our culture allows... ...0% of the world’s investible assets. Every day, our teams harness... ...Product Analyst to join our Wealth Services Platform team. This... ...products and wealth or asset management distribution, with the ability...SeniorAssetWorldwideFlexible hours
$110.7k - $218.3k
...& Risk - Transfer Agency and Tokenization - Investment Management Senior Consultant Our Deloitte Regulatory, Risk & Forensic team... ...operations.Experience in one or more of the following: asset management, wealth management, hedge funds, private equity, or operational...SeniorAssetWork at officeNight shift$110.7k - $218.3k
...comprehensive end-to-end support and advisory services, covering areas such... .../30/2026.Work you’ll do As a Senior Consultant (Implementation... ...implementation of Project Management Information Systems (PMIS) to... ...clients in managing physical assets throughout their lifecycle....SeniorAssetLocal area- ...to serve clients efficiently, manage portfolios, and navigate complex... ...Deliver high-quality design assets, prototypes, and specifications... ...design decisions to senior stakeholders and leadership.... ...THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading...SeniorAsset
$176.72k - $265.08k
...SLAs, and compliance with internal data management policies and external regulations.Program... ..., and technical standards (not purely advisory)Experience defining data architectures for... ...Knowledge:Custody:Deep understanding of asset servicing data — securities master,...SeniorAssetFull timeContract work
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