Senior Wealth & Asset Management Strategist
Obsidian
Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment and advisory contexts. The workflows are calibrated to the portfolio complexity, regulatory stakes, and client sophistication of Fortune 500 asset managers and large private wealth institutions. Contributors design enterprise wealth and asset management scenarios, draft reference outputs, and write rubrics that capture how senior #J-18808-Ljbffr Obsidian
- Mercor in San Francisco is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment contexts. You will draft reference outputs, develop investment operations scenarios, and...SeniorAsset
- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities... ...role partners closely with Wealth Management Advisors (WMAs) and the broader... ...that protect all our valuable assets —including you. Location -- Los Angeles...SeniorAssetBank staffShift work
$170k - $225k
Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients.... ...related to the client's planning process. Manages wealth planning workflow process.... ...(tax, business owner advisory, asset protection, estate and charitable planning...SeniorAsset- Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco. The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role is essential for building and deepening client relationships, while also ensuring compliance with financial regulations. The ideal candidate will have 5-8 years of relevant...SeniorFull time- Boston Private is a leading wealth management, trust, and private banking company with a national... ...needs. Job Description The Wealth Strategist provides expert advice and thought leadership... ...net worth clients ($5+mm in liquid assets). They are responsible for the development...Asset
- Deutsche Bank is seeking a Senior Relationship Manager in the Wealth Management division, based in San Francisco or Los Angeles. You will act as the primary... ...The role emphasizes new client acquisition, expanding assets, and maintaining high standards of client experience...SeniorAsset
- City National Bank is seeking a Senior Specialty Wealth Asset Officer to oversee asset management for a diversified real estate portfolio held in fiduciary accounts. You will supervise property operations, coordinate with 3rd party providers, tenants, and partners, and...SeniorAsset
- Leah Yosef International in San Francisco, CA is seeking a wealth management advisor to guide clients through comprehensive planning, including... ..., RSUs, deferred compensation, tax and estate planning, asset allocation, and retirement strategies. The role involves inheriting...SeniorAssetWork at office
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ..., and learning how to manage and inspire others. Navigating... ...increased efficiencies. As a Senior Associate you shall analyze... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeSecond jobH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their...SeniorAssetFull timeH1bLocal area- ...Advisor seeking to transform traditional wealth management. Our quest is to integrate the... ...join our San Francisco-based team as a Senior Associate. This role will work closely... ...communication Construct client performance and asset allocation reports Collaborate with...SeniorAssetWork experience placement
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ..., and learning how to manage and inspire others. Navigating... ...creative tax solutions. As a Senior Associate you will analyze... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b- Role Overview Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment and advisory contexts. The workflows are calibrated to the portfolio complexity, regulatory...SeniorAsset
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...their tax obligations while managing the impact tax has on their... ..., now and in the future.As a Senior Manager, you'll work as part... ...The OpportunityAs part of the Asset and Wealth Management team you...SeniorAssetFull timeH1bLocal areaOverseas$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC-LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management...SeniorAssetRemote work- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping... ...the status quo and striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for high...SeniorAsset
$170k - $210k
...financial planning, investment management, business management, tax,... ...firms with up to $70 billion in assets. The Barron’s top RIA ranking... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...wealth management.Job Summary:The Senior Wealth Advisor focuses on...SeniorAssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$121.9k - $262.1k
...Third Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy... ...This role partners closely with Wealth Management Advisors (WMAs) and the broader... ...procedures that protect all our valuable assets —including you. Senior Wealth StrategistTotal...SeniorAssetFull timeBank staffShift work$170k - $210k
...financial planning, investment management, business management, tax,... ...firms with up to $70 billion in assets. The Barron's top RIA ranking... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...management. Job Summary: The Senior Wealth Advisor focuses on...SeniorAssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- JPMorgan Chase in San Francisco is seeking a professional in Risk Management to evaluate credit risks and manage credit portfolios. This role requires a Bachelor's degree and over 3 years of experience in credit risk or financial analysis. The ideal candidate will have...SeniorAsset
$130k - $150k
...financial planning, investment management, business management, tax,... ...firms with up to $70 billion in assets. The Barron’s top RIA ranking... ...Planning team is part of our Wealth Solutions group, which is a... ...Mentor and coach Estate Planning Strategists Management of a service...SeniorAssetFull timeTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours$60k - $125k
...YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals... ...Wealth Advisors andteammates to service our clients Oversee asset movements, portfolio implementations and leverage your...SeniorAssetFull timeTemporary workPart timeWork at office$77k - $202k
...client connections, and learning how to manage and inspire others. Navigating increasingly... ...strategic and operating success. As a Senior Associate you analyze complex problems, mentor... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b$124k - $280k
...and transformation roadmaps across core payer functions. As a Senior Manager, you will serve as a strategic advisor, leveraging your knowledge... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...SeniorAssetFull timeH1b- Brooklyn Investment Group is seeking a Senior Client Portfolio Manager (CPM) in Emeryville, California. In this pivotal role, you will convert quantitative... .... The ideal candidate has 3+ years of experience in asset management and a hands-on ability to use Python for data...SeniorAsset
- ...Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates have 7+...Senior
- BNY Mellon in San Francisco seeks a Vice President, IWM Portfolio Management to drive investment strategy and portfolio oversight within Wealth Management. You will manage client portfolios, align with risk tolerance, and collaborate across teams to optimize performance...Senior
- LSEG is seeking a Senior Associate in Wealth Solutions to structure and close deals, develop a territory sales strategy and proactively identify pipeline opportunities. You will deliver compelling demonstrations of Wealth Solutions to customers, building a robust pipeline...Senior
- ...devoted team of relationship managers serving many sophisticated U.S... ...overview: The Managing Director –Senior Private Banker is responsible... ...on providing customized wealth management, investment solutions... ...Securities, LLC, and J.Safra Asset Management (collectively referred...SeniorAssetWork at office
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