Senior Wealth & Asset BD Officer - Remote
Fairygodboss
- Remote job
Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory. The role focuses on promoting and retaining clients, and building strong relationships with local financial consultants and wealth advisors to educate clients on SWA offerings. The successful candidate will excel in communication, wealth management knowledge, and industry trend awareness, engaging investors and internal partners to deliver best-in-class services. #J-18808-Ljbffr Fairygodboss
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential... ...basis, until filled.Unless otherwise indicated as fully remote, reporting into a designated City National location is an...Remote workSeniorAsset$85k - $145k
COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY?The... ...RBC Qualified Professional Asset Manager (QPAM) requirements under... ...knowledge of bank back office processes and systems required... ...otherwise indicated as fully remote, reporting into a designated...Remote workSeniorAsset$82.9k
...by AM Best. Our most valuable asset is our people. We have 3000 employees... ...are properly issued.The Senior Compliance Analyst should be... ...preferredProficient in Microsoft Office software, including Microsoft... ...development, so we provide a wealth of ways for you to keep learning...Remote workSeniorAssetTemporary workWork experience placementWork at office$90k - $121.3k
...34. With over $70 billion in total assets, we are a regional powerhouse deeply... ...are currently seeking a Senior Compliance Advisory Services Officer who will serve as the primary Compliance... ...compliance matters pertaining to the Wealth Division of the Bank; ensuring the...SeniorAssetWork experience placementWork at office$155k
Senior Trust Officer - Estate & Death Settlement Scottsdale, Arizona Direct Hire... ...Schedule: 4 Days In Office | Remote Fridays Position Overview A boutique fiduciary and wealth services organization is... ...final distribution, including: Asset gathering Asset valuation Account...Remote workSeniorAssetWork at officeLocal area- ...Location: United States (Remote/Flexible) Experience:... ...The Chief Scientific Officer (CSO) will lead Ailux’s... ...discipline, and BD-savvy leadership. Key... ...research. Serve as a senior scientific voice in external... ...internal and partnered assets, contribute to...Remote workAssetBdFull timeFlexible hours
- A global consultancy is seeking a Senior People Business Partner in New York. This strategic role, aligned with Asset and Wealth Management consulting, involves engaging with senior leadership, analyzing HR data, and driving talent management initiatives. The ideal candidate...Remote jobSeniorAsset
$74.2k - $126.2k
Northern Trust is looking for a Senior Auditor for its Asset and Wealth Management team. This role involves leading audits, providing oversight, and... .... The position operates in a hybrid model, balancing office and remote work, with a competitive salary range of $74,200 to $...Remote workSeniorAssetWork at office- ## Senior Private Wealth Trust OfficerApplylocations: Saint Petersburg, Florida - United Statestime type: Full timeposted on... ...and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes...SeniorAssetWork experience placementWork at office
- Marex is hiring a Surveillance Compliance Officer for its New York office. The role focuses on Trade Surveillance, E-communications and Voice review across US BD and FCM lines, with exposure to multiple asset classes and venues. You will contribute to the ongoing improvement...SeniorAssetBdWork at office
- ...Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech... ...This role is for you if you thrive in a remote-first environment, seek collaboration... ...-term investment strategy, including asset allocation and portfolio oversight....Remote workSeniorAsset
- Huntington Bancshares, Inc. seeks a Private Bank Wealth Advisor II to manage and grow a high-net-worth client portfolio by delivering comprehensive... ...with specialists to fulfill client needs and focus on assets under management, loans, and deposits, while actively sourcing...Remote jobSeniorAsset
- ...dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively... ...’s Wealth Planning, Family Office Management, Investments, and... ..., overseeing $250 billion in assets for 3,000 individuals and... ...environment: 60% in office, 40% remote for most positionsPaid time off...Remote workSeniorAssetTemporary workWork at office
$165k - $195k
...The Director / Senior Director, Science plays... ...workspace in Boston, MA or remote. We have a hybrid... ...at least 4 days in office each week.... ...Strategic Growth BD Support: Provide deep... ...and pipeline assets as needed on a day-... ...and is an excellent wealth-building opportunity...Remote workSeniorAssetBdPermanent employmentTemporary workWork at officeLocal areaVisa sponsorshipFlexible hours- About the Role:We are seeking a seasoned Senior Compliance Officer - Institutional Fixed Income to serve... ..., municipal, government agency, and asset-backed securities.This position offers... ...week in our Milwaukee office and 2 days remote. The Impact You’ll Make: Serve as a...Remote workSeniorAssetFull timeWork at office3 days per week
- ...arrangement. You will receive 18 remote workdays per quarter to... ...choose to work in the office 4 days per week and... ...be used as needed.The Senior Associate, Client... ...HarbourVest’s Global Private Wealth business. This role... ...landing pages, digital assets, presentations, and related...Remote workSeniorAssetFull timeWork at officeLocal areaHome office1 day per week
- ...Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner... ...is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to candidates... ...portfolios of $5 to 15M in investable assets using Vanguard products and the fullest...Remote workSeniorAssetLocal area
$134.1k - $241.4k
...Description:The Strategic Initiatives Officer - Senior, serves as a principal advisor to senior... ...interpreting space policy documents and remote sensing regulations to provide... ...sustaining our nation's most critical assets, from Earth to cyberspace. Throughout the...Remote workSeniorAssetFull timeFlexible hours$200k - $260k
....comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible... ...(proportion of on-site and remote work) will be discussed at the... ...for wealth transfer, asset protection, and philanthropic... ...such as simulation, coding, MS Office). Our goal for the application...Remote workSeniorAssetFull time- ...Field Chief Technology Officer (Field CTO) Kamiwaza AI is seeking... ...Officer (Field CTO) to serve as the senior-most customer-facing technical... ...with Sales, Capture, and BD leadership to: Shape... ...pursuits. Build repeatable GTM assets: reference architectures, demo...Remote workAssetBd
- ...Frec Markets, Inc. is seeking a second Chief Compliance Officer to join a fast-growing fintech, scaling regulatory programs for its broker-dealer or RIA entity. You will co-lead with the existing CCO, building processes that scale with two dedicated leaders while maintaining...Remote jobSeniorBd
- ...across trading operations, the full-time Senior Compliance Officer will manage advisory compliance,... ...of Compliance Officers while working remotely. Key responsibilities Provide real-time... ...similar institution Knowledge of multiple asset classes, including commodities,...Remote workSeniorAssetFull time
- The Senior Financial Analyst will support the company’s Business Development (“BD”) and Strategic Planning efforts. This... ...but not limited to, asset acquisitions, corporate... ...is an option for remote work on Mondays and Fridays... ...work in a standard office setting and to use...Remote workSeniorAssetBdFull timeWork at officeMonday to FridayFlexible hours
- ...Senior Wealth Advisor Prosperity is a leading wealth management company... ...days onsite and two days remote. What It Means to Work for... ...plans for clients. Client asset management, including coordination... ...Proficiency in Microsoft Office; experience with various...Remote workSeniorAssetWork at officeLocal area
$75 per hour
...work a hybrid schedule at our Raleigh, NC office located at 100 East Tryon Rd. Will consider a highly qualified candidate for remote work. This position manages a complex loan... ...management system. Presents cases to Special Assets Committee as needed. Qualifications Bachelor...Remote workSeniorAssetWork at officeImmediate start$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants... ...that recently surpassed $30 billion in assets under management. Known for strategic... ...Hybrid schedule with 2 days in office Equity buy‑in program offering a path...Remote jobSeniorAssetFull timeWork at officeFlexible hours$125k - $175k
...Marex is recruiting a Surveillance Compliance Officer to join the team at our New York office.... ...and Communications) across a range of asset classes including Cash Equity, Fixed Income... ...scenarios. Provide surveillance expertise to BD and FCM Advisory Compliance, adding...SeniorAssetBdWork at office$170k - $210k
...firms with up to $70 billion in assets. The Barron’s top RIA... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand... ...management.Job Summary:The Senior Wealth Advisor focuses on deepening... ...with a combination of remote and office work in a professional office...Remote workSeniorAssetTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Senior Content Writer We're looking for a Senior Content Writer... ...infrastructure tech, AI, mining, and remote sensing, and comfortable... ...alongside the marketing, product, and BD teams to shape KorrAI's... ...insurers price risk, or how asset owners keep track of their portfolio...Remote workSeniorAssetBd
- ...Demonstrated experience working in a financial services, regulated, or mission-critical application environment would be considered an asset. About US Tech Solutions US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and...Remote workSeniorAssetContract workWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Asset BD Officer - Remote. Be the first to apply!
- senior safety specialist Bellevue, WA
- senior technology project manager Bellevue, WA
- remote senior business analyst Bellevue, WA
- senior manager clinical operations Bellevue, WA
- senior leadership Bellevue, WA
- senior manager data science Bellevue, WA
- senior business analyst Bellevue, WA
- senior relationship manager Bellevue, WA
- senior director engineering Bellevue, WA
- senior grant accountant Bellevue, WA


