Senior Product Lead, Private Wealth Tech & CRM
Blackstone
Blackstone seeks an Assistant Vice President to serve as a hands-on technology operator within the Private Wealth Technology team. You will work across CRM, advisor portals, data platforms, analytics, and AI capabilities to drive delivery and adoption. You do not need to be an engineer but must be technically fluent and capable of translating business needs into executable requirements. This individual-contributor role emphasizes delivering complete outcomes, blending strategic discussions with #J-18808-Ljbffr Blackstone
- Blackstone seeks an Assistant Vice President to drive hands‑on technology delivery within Private Wealth Technology. You will own initiatives across CRM, advisor portals, data platforms, and analytics, translating needs into executable plans and delivering scalable results...SeniorPrivateCRM
$80k - $110k
Senior Analyst / Associate, Wealth Management Minimum Experience: 2+ years of relevant professional experience... ...office, investment management, private banking, investment consulting, or a... ...management, performance reporting, or CRM platforms is also beneficial. Ability...SeniorPrivateCRMWork at officeWork from home- ...Associate Vice President, Private Wealth Technology About the Company Leading multi-national investment firm & asset management company Industry Financial... ...business stakeholders. Experience with enterprise CRM platforms, particularly Salesforce, is strongly...PrivateCRM
$160k - $200k
...focused on real estate, private equity, credit,... ...edge.Private Wealth continues to grow,... ...initiatives spanning Product, Sales, Marketing,... ...business need, including CRM, advisor-facing... ...adoption.Responsibilities:Lead Cross-Platform... ...relationships with senior business and technology...PrivateCRMFull timeLocal areaImmediate start$70k - $100k
...successful performers Uncapped production upside. Exceptional... ...Account Executive. Senior Account Executive.... ...real estate. Private capital. Family offices... ...for someone impressed by wealth. We're looking for someone... .... Follow-up. CRM intelligence....SeniorPrivateCRMFull timeWork at officeFlexible hours$176.25k - $250k
...focused on real estate, private equity, credit,... ...currently seeking a dynamic Senior Vice President to lead Sales and Revenue... ...Technology for our Private Wealth Technology team, who... ...team, you’ll own CRM strategy for sales,... ...discussing Blackstone products and/or and client questions...PrivateCRMFull timeLocal areaFlexible hours$158.4k - $237.6k
...400.00 - $237,600.00Category: Private Client Coverage, Professional, WealthCompany: CitiGlobal Wealth brings together the full power... ...fields.The Wealth Advisor is a senior-level position responsible for... ...with internal partners, product experts, and compliance teams...SeniorPrivateFull time- ...client records and documentation, utilizing CRM software and other tools to track client interactions... ...financial services industry, preferably in wealth management or investment advisory. Strong understanding of financial products and services, including investment vehicles,...SeniorCRMWork at office
- Citigroup Inc. in Miami, Florida seeks a senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions to High Net Worth professionals. You will coordinate with the dedicated team to ensure a superior client experience and contribute...SeniorPrivate
$100k - $130k
...Position Overview The Director/Senior Director of Philanthropy will lead efforts to identify, cultivate,... ...families through fields such as wealth management, private banking, luxury real estate, professional... ...within the Foundation’s CRM. Develop and manage individual fundraising...SeniorPrivateCRMFor contractorsWork at officeLocal areaWork from homeFlexible hours- Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors. You will lead end-to-end wealth solutions, coordinate with Relationship...SeniorPrivate
- Leeds Professional Resources in Miami is seeking a Senior Registered Client Associate to support Financial Advisors and clients... ...five years of experience supporting clients and Advisors in private banking or wealth management. #J-18808-Ljbffr Leeds Professional ResourcesSeniorPrivate
- ...global professional services company with leading capabilities in digital, cloud and... ...operations technology (contact center platforms, CRM, self-service digital channels,... ...strategies.Partner with tolling agency and private-sector technology stakeholders to identify...SeniorPrivateCRMFull timeWork experience placementLive inWork at officeLocal area
- Accenture is a leading solutions and services company... ...sustainable, connected digital products and assets are about to... ...collaboratively with senior leadership, you will... ...(On-Prem or Cloud - Private Cloud / Azure / AWS).You... ...systems such as PLM, MES, CRM, or IoT sensors and...SeniorPrivateCRMFull timeWork experience placementLive inWork at officeLocal area
- Talento, Inc. in Miami is seeking an AVP, Private Banker to manage a portfolio of high-net-... ...and investment advisory needs. You will lead relationship management, drive deposits and... ...requires 5+ years in private banking or wealth management, FINRA Series 7, Series 66...SeniorPrivate
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers...SeniorPrivateFull timeWork experience placementWork at office
$160k - $195k
...seeking an exceptional Senior Director, Events,... ...relationships, raises money, and leads to meaningful follow-up... ...Own end-to-end event production, including concepts,... ...events, brand partnerships, private events, and other third... ..., text-to-give, CRM capture, and post-event...SeniorPrivateCRMFull timeFreelanceRelocationWeekend workAfternoon shift- Senior New Account Onboarding - Wealth Management Senior New Account Onboarding - Wealth Management 2 days ago Be among the first 25 applicants We are... ...1 day ago Miami, FL $70,000.00-$100,000.00 6 days ago Private Banker (Hunter) & Relationship Manager (Farmer) - Miami...SeniorPrivateFull time
- ...global professional services company with leading capabilities in digital, cloud and... ...operations technology (contact center platforms, CRM, self-service digital channels,... ...strategies. Partner with tolling agency and private-sector technology stakeholders to identify...SeniorPrivateCRMWork experience placementLive inWork at officeLocal area
- ...brands. We're looking for a senior full stack engineer to anchor this product, owning the realtime and... ...customer service, CRM, contact center, or workflow... ...a mission to become the leading travel platform globally,... ...over $750 million USD of private capital and is backed by...SeniorPrivateCRMRemote workWork from home
- ...world class, authentic, tech-enabled short-term... ...looking for We are hiring a Senior Manager, Institutional... ...residential real estate — private equity funds, family... ...rates are moving, and what products we should build next.... ...will leave you with a wealth of opportunities to...SeniorPrivateBase plus commissionContract workTemporary workRelocation
$110k - $125k
...Description Job Description Senior Director, Business Development... ...(A&E) services, and private provider inspections through ARC... ...client relationships annually, leading complex sales pursuits from opportunity... ...Salesforce or a comparable CRM platform. ~ Active...SeniorPrivateCRMFull timeFor contractorsImmediate startMonday to Friday- Citigroup Inc. is seeking an Investment Counselor Sr. Lead within Citi Private Bank to serve as the primary advisor for ultra-high net worth clients, delivering strategic investment guidance and cross-selling across bank services. The role requires leadership in portfolio...SeniorPrivate
- Hey there! We’re Fever, the world’s leading tech platform for culture and live entertainment.... ...quality service.From intimate Candlelight Private Concerts or a large-scale multi-city... ...and conversion rates.Maintain spotless CRM hygiene and accurate forecasting to keep...PrivateCRMFlexible hours
$150k
...other better every day. BCG's Tech and Digital Advantage (TDA) practice... ...transforming strategies into leading-edge tech platforms, at scale.... ...You'll DoEnterprise Solutions Senior AI Tech Consultants at BCG... ...software platforms (ERP, CRM, HCM, EAM, MDG, SRM, TMS, WMS,...SeniorCRMWork at officeLocal area- Royal Caribbean Group is seeking a Senior Manager, Human Resources Operations to own end-to-end HR technology products, including SAP SuccessFactors and custom apps. The role reports to the Director of HR System Design and requires on-site work in Miami, FL. You will bridge...Senior
- ...competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers... ...Search are working with a leading international wealth... ...They are looking to hire a Senior Private Banker/Relationship... ...markets, investment products, and portfolio construction...SeniorPrivateFull time
$100k - $130k
...solutions include dark fiber, private data networks, wavelengths, Ethernet... ...and wireline carriers, media, tech, content, finance, healthcare... ...large enterprises. Our Senior Account Manager will support... ...by actively promoting Zayo products and services to targeted account...SeniorPrivateFull timeWork experience placementWork at officeLocal areaRemote work- A leading tech recruitment firm is seeking a Senior Technical Product Manager to lead the Software Development Lifecycle (SDLC) across enterprise applications. The ideal candidate will have extensive experience in managing software delivery, implementing CI/CD pipelines...Senior
$150k
...bottom-line impact.BCG's Tech and Digital Advantage (... ...Tech Advisory & Delivery Senior AI Tech Consultants at... ...architecture.Software and product management (including... ...underlying systems (e.g., CRM, CMS, CPQ, SPM) and data (e.g., Customer, Lead/Opportunity, Order/configuration...SeniorCRMWork at officeLocal area
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