Senior Escalations Specialist, Wealth Management (Remote)
Fairygodboss
- Remote job
PNC invites applications for a Licensed Escalations Representative Senior in its Wealth Management division. Based remotely within EST or CST, you will resolve complex escalated issues with institutional impact, coach the escalation team, and coordinate resolutions with senior leaders while complying with regulatory and investor requirements. You will document the resolution process, act as SME for escalations, and advocate for customers according to our CARES principles. #J-18808-Ljbffr Fairygodboss
$55k - $157.3k
...contribute to the company’s success. As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be based within the PNC... ...and/or new accounts; diagnose, raise and process escalations, as well as other items requiring principal review and...SeniorFull timeTemporary workPart timeWork experience placementWork at office$80k - $90k
...by a forward-thinking management team, ISC is... ...Job Summary The Senior Channel Specialist, Paid Search & Affiliate... ...Channel Manager and escalate data integrity issues... ...home reimbursement for remote/hybrid roles ~ Canary... ...contribution ~ Addition Wealth Financial Wellness...Remote workSeniorTemporary workSeasonal workLocal areaWork from home$125k
Job Description - Product Manager, Alternative InvestmentsLevel/Function: Senior Specialist, Product ManagementTitle: Product Manager... ...provider of frictionless wealth management infrastructure, real... ...of $125,000 plus bonus opportunities and other incentives.#LI-RemoteRemote workSeniorWork at office$85k - $105k
...El Segundo, CA or Remote Location About... ...estate investment management firm with a 30-year... ...The Strategy Specialist is Griffin Capital... ...alongside an SVP, Wealth Solutions. This is... ...and resolve escalated client service issues... ...value, including seniority and merit systems...Remote workFull timeTemporary workPart timeWork experience placementLocal area$85k - $145k
COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY?The Compliance... ...compliance for Bank Wealth Management products. Responsible for... ...DO?Monitors, analyzes and escalates issues and concerns related... ...indicated as fully remote, reporting into a designated...Remote workSenior- ...financial advice and complex portfolio management guidance to High Net Worth clients.\n \n \n \n \n Join Vanguard as a Wealth Advisor \n \n \n Are you a... ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to...Remote workSeniorLocal area
$67.81k - $89k
Hi, we're Oscar. We're hiring a Senior Specialist, Issue Management to join our Network Operations team.... ...Improvement. Work Location This is a remote position, open to candidates who... ...respond to and resolve issues/errors/escalations through investigation to inform...Remote workSeniorFull timeTemporary workWork at officeShift work- Bank of America is seeking a GWIM Credit Securities Based Lending Specialist to deliver securities-based lending solutions to wealth management clients. You will partner with Merrill advisors to grow loan balances, drive advisor participation, and support deal execution...Senior
- Oscar Health is seeking a Senior Director, Escalated Provider Issue Resolution to lead a multi-disciplinary... ...team within the Network & Provider Management group. The role emphasizes scalable... ...Network & Provider Management and is remote, with potential for future hybrid...Remote jobSenior
$70k - $140k
...investment banking, securities, wealth management and investment... ...week and choosing to work remotely or in the office the... ...Minneapolis. About the role The Senior Request for Proposal (RFP) Specialist is primarily... ...Ability to handle complex or escalation items from specialists/...Remote workSeniorTemporary workSummer internshipWork at officeLocal areaWorldwide3 days per week- ...America, a leading financial services company, is seeking a GWIM Credit Securities Based Lending Specialist to deliver securities-based lending solutions to wealth management clients, partnering with Merrill advisors and driving loan growth in the US West region....Senior
$90k - $105k
Senior Compensation Specialist Location: Hybrid in Herndon, VA (3 days/week on site... ...Dotted Line to: Controller Management Duties: None Compensation:... ...and issue resolution, escalating to Controller and/or Director... ...performed in an office or remote setting; however, some travel...Remote workSeniorPermanent employmentFull timeContract workTemporary workFor contractorsWork at officeLocal area3 days per week- Oscar is hiring a Senior Director, Escalated Provider Issue Resolution to lead a multi-disciplinary team in Network & Provider Management. The role focuses on strategic provider support, complex... ...Provider Management and work fully remote, with potential hybrid elements as...Remote jobSenior
- ...driven Executive Recruiter specializing in the insurance and wealth management sectors. The successful candidate will manage a personal book... ...autonomy and opportunities to drive revenue in a growing practice. Remote work option available. #J-18808-Ljbffr Lyneer Search GroupRemote workSenior
$82k - $120k
...to the Continuous Improvement Manager, ZLA, you will lead the implementation... ...work. Collaborate with senior leadership to evaluate network... ...temperatures may vary. #LI-Remote #LI-MH1 #LI-MSL Compensation Pay... ...support and fitness reimbursement Wealth: Great pay, bonus incentive...Remote workSeniorLocal areaFlexible hours- Oscar Health is seeking a Senior Director, Escalated Provider Issue Resolution to lead a multi-disciplinary team within the Network & Provider Management function. This role builds and scales an operating model for escalated provider issues, drives root-cause remediation...Remote jobSenior
- Oscar Health is hiring a Senior Director, Escalated Provider Issue Resolution to lead a multi-disciplinary team within Network & Provider Management. The role focuses on strategic provider accounts... ...Provider Management. This is a remote position open to candidates...Remote workSenior
- A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth management services, including financial and retirement planning, to clients. Candidates must possess strong skills in financial...Remote jobSeniorFull time
- Gong is seeking a Strategic Escalation Manager to own the lifecycle of high-stakes enterprise account escalations, guiding them from risk states to final resolution. You will collaborate with GTM, R&D, Product, and Support to translate roadblocks into actionable requirements...Remote jobSenior
- Oscar Health is seeking a Care Specialist to join the Member & Provider Escalations team. You will be a subject matter... ...impacting providers and members, manage a case queue, and ensure workflows... ...training and knowledge management. This remote role requires residing in the US...Remote job
- Intuit is seeking a Senior Manager, Partner Resolution Management to lead a remote team that resolves complex, high-visibility escalations from our top partner ecosystem. You will own end-to-end escalation governance, partner with Product, Legal, Risk, Finance, and Support...Remote jobSenior
- Smart4 Energy, a wealth management firm, is seeking a Tax Professional to join its newly established in-house tax function and support clients... ..., working alongside financial advisors. Hybrid or fully remote work options are available, with a competitive compensation package...Remote jobSenior
- A leading wealth management firm is seeking a Relationship Manager & Servicing Advisor to manage client relationships and offer comprehensive financial planning services. The role involves being the primary contact for affluent households, delivering tailored financial...Remote jobSenior
$100k - $150k
Sanctuary Wealth Group is seeking a Senior Investment Advisor, CFP® to manage and grow wealth management client relationships from its Portland office. This role offers... ...environment with in-office collaboration and remote flexibility. The ideal candidate has over 7...Remote workSeniorWork at office- 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 jobSenior
- Reporting to the Continuous Improvement Manager, ZLA, you will lead the implementation and effectiveness of Operational Data Management... ....Noiselevelscanbehigh,andtemperaturesmayvary.#LI-Remote#LI-MH1#LI-MSLCompensation Pay Range:$82,000-$120,000The annual salary...Remote workSeniorFull timeLocal areaFlexible hours
$160k - $300k
Deutsche Bank is seeking an experienced Relationship Manager in Miami, FL. You'll lead client interactions,... ...a hybrid working model that combines office and remote work. Join Deutsche Bank in delivering exceptional wealth management solutions. #J-18808-Ljbffr Uloop Inc.Remote workSeniorWork at office- Huntington Bancshares, Inc. seeks a Private Bank Wealth Advisor II to manage and grow a high-net-worth client portfolio by delivering comprehensive Wealth Plans. You will coordinate with specialists to fulfill client needs and focus on assets under management, loans, and...Remote jobSenior
$120k - $150k
Virtus Investment Partners, Inc is seeking a Lead Advisor based in Chicago, focusing on developing and managing client relationships for wealth management. This role includes collaborating with a Managing Director and requires 50% travel. The ideal candidate will have...Remote jobSenior$120k
Levelociti, a national wealth management firm, is hiring a Tax Senior for a 100% remote role (United States). If you have 2-3+ years tax experience in public accounting or private wealth and are CPA or EA eligible, this position offers interesting work with real advisory...Remote jobSeniorFlexible hours
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