Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth & Asset BD Officer - Remote

Fairygodboss

Bellevue, WA
  • 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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth & Asset BD Officer - Remote in Bellevue, WA vacancy
  • $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 work
    Senior
    Asset

    City National Bank

    Las Vegas, NV
    3 days ago
  • $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 work
    Senior
    Asset

    City National Bank

    Los Angeles, CA
    21 hours ago
  • $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 work
    Senior
    Asset
    Temporary work
    Work experience placement
    Work at office

    Crum & Forster

    Eatontown, NJ
    3 days ago
  • $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... 
    Senior
    Asset
    Work experience placement
    Work at office

    Old National Bank

    Indianapolis, IN
    1 day ago
  • $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 work
    Senior
    Asset
    Work at office
    Local area

    Mohr Talent

    Scottsdale, AZ
    1 day ago
  •  ...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 work
    Asset
    Bd
    Full time
    Flexible hours

    Ailux

    Oklahoma City, OK
    3 days ago
  • 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 job
    Senior
    Asset

    Alpha Financial Markets Consulting

    New York, NY
    1 day ago
  • $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 work
    Senior
    Asset
    Work at office

    Northern Trust

    Chicago, IL
    1 day ago
  • ## 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... 
    Senior
    Asset
    Work experience placement
    Work at office

    Fwainvest

    Florida, NY
    2 days ago
  • 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... 
    Senior
    Asset
    Bd
    Work at office

    Marex

    New York, NY
    1 day ago
  •  ...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 work
    Senior
    Asset

    Professions

    New York, NY
    3 days ago
  • 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 job
    Senior
    Asset

    Huntington Bancshares, Inc.

    Columbus, OH
    2 days ago
  •  ...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 work
    Senior
    Asset
    Temporary work
    Work at office

    Bessemer Trust

    Naples, FL
    1 day ago
  • $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 work
    Senior
    Asset
    Bd
    Permanent employment
    Temporary work
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Click Therapeutics

    New York, NY
    1 day ago
  • 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 work
    Senior
    Asset
    Full time
    Work at office
    3 days per week

    Baird

    Milwaukee, WI
    3 days ago
  •  ...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 work
    Senior
    Asset
    Full time
    Work at office
    Local area
    Home office
    1 day per week

    HarbourVest Partners

    Boston, MA
    4 days ago
  •  ...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 work
    Senior
    Asset
    Local area

    Vanguard Group, Inc.

    Houston, TX
    2 days ago
  • $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 work
    Senior
    Asset
    Full time
    Flexible hours

    Parsons

    Springfield, VA
    3 days ago
  • $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 work
    Senior
    Asset
    Full time

    CIBC Bank

    New York, NY
    4 days ago
  •  ...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 work
    Asset
    Bd

    Kamiwazaai

    United States
    7 hours ago
  •  ...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 job
    Senior
    Bd

    Jobleads-US

    New York, NY
    2 days ago
  •  ...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 work
    Senior
    Asset
    Full time

    Virtual Vocations Inc

    United States
    4 days ago
  • 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 work
    Senior
    Asset
    Bd
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    Chord Energy Corporation

    Houston, TX
    1 day ago
  •  ...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 work
    Senior
    Asset
    Work at office
    Local area

    EisnerAmper

    Philadelphia, PA
    21 hours ago
  • $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 work
    Senior
    Asset
    Work at office
    Immediate start

    First Citizens Bank

    Raleigh, NC
    4 days ago
  • $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 job
    Senior
    Asset
    Full time
    Work at office
    Flexible hours

    Stonepath

    New York, NY
    1 day ago
  • $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... 
    Senior
    Asset
    Bd
    Work at office

    Rex Technologies GmbH

    New York, NY
    4 days ago
  • $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 work
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    21 hours ago
  •  ...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 work
    Senior
    Asset
    Bd

    KorrAI

    United States
    4 days ago
  •  ...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 work
    Senior
    Asset
    Contract work
    Work experience placement

    US Tech Solutions

    United States
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth & Asset BD Officer - Remote. Be the first to apply!