Senior Wealth Platform & Process Transformation Lead
PVH (Tommy Hilfiger/Calvin Klein)
Neuberger Wealth seeks a strategic leader to drive process improvement and operational excellence across Client and Advisor journeys in Private Wealth. You will own end-to-end experiences from onboarding to reporting, partner with Wealth Advisor Teams, and guide digital enablement initiatives to improve efficiency and client satisfaction. The role requires 12+ years in Wealth Management, strong change management, and the ability to design and implement scalable playbooks and KPI-driven #J-18808-Ljbffr PVH (Tommy Hilfiger/Calvin Klein)
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Disbursements Lead / Process Transformation Lead Location: Nashville or NYC (100% On-site) Pay Rate: $... ...offices, including Budapest. If you are a senior-level transformation leader who... ...operations across multiple complex ERP platforms simultaneously, ensuring seamless...PlatformContract workShift work- BIP US is seeking a Senior IBOR & Investment Operations Transformation Lead in New York. This role focuses on advising clients for the modernization of investment... ...operations. Responsibilities include evaluating platforms and defining transformation roadmaps to enhance...PlatformSeniorRemote jobWork at office
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...Empathy Empathy is transforming the way families... .... We partner with leading employers, insurers... ...will The Insurance & Wealth Solutions Team at... .... We are seeking Senior Managers for the... ...throughout the sales process to secure... ...Familiarity with platforms such as Salesforce...PlatformSeniorRemote jobContract workWork at officeLocal areaWorldwideFlexible hours- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide... ...Advisors that join Beacon Pointe leverage an industry‑leading strategic platform of one of the largest and most successful RIAs in the country...PlatformSenior
- Cardata is looking for a Senior Trading Associate in New York to take charge of the trade lifecycle across multiple custodial platforms. The role guarantees accurate execution of client investment... ..., and a chance to shape the future of wealth management in a fast-growing startup...PlatformSenior
- ...delivery in their Pittsburgh office. With a focus on Wealth Management platforms, you'll lead cross-functional teams and ensure effective project delivery... ...requires hybrid work, with opportunities to coach teams and facilitate Agile processes. #J-18808-Ljbffr Olik GlobalPlatformSeniorWork at office
- Heritage Wealth Advisors, LLC in Wexford, PA seeks a Senior Wealth Planning Associate to enhance our financial planning and tax platform. This full-time position requires strong communication, analytical, and collaboration skills as the role supports client relationships...PlatformSeniorFull time
$250k - $300k
Athene seeks a seasoned professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The role involves engaging with sales teams, analyzing market dynamics, and innovating for business...PlatformSenior- Fairygodboss is looking for a Vice President, Product Manager to lead product development at 55ip. In this role, you will coordinate... ...over 8 years in Product Management and experience in Fintech or Wealth products. The position offers a competitive salary along with benefits...PlatformSeniorFlexible hours
- Ultra Tendency is seeking a Senior Databricks Consulting Engineer to lead major data transformation initiatives for enterprise customers. In this role, you will guide... ...clients through their adoption of the Databricks platform, ensuring they gain measurable value....PlatformSeniorRemote job
- ...Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech... ...accelerate growth . You will play a lead role in expanding the client base,... ...partnering cross-functionally to improve how the platform supports advisors and clients. Key...PlatformSeniorRemote work
- Neuberger is seeking an experienced Senior Technology Project Manager to... ...strong background in private wealth management, managing complex... ...and operational transformation. The ideal candidate should have... ...record in software or vendor platform delivery. This position offers...PlatformSeniorWork at office
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...teams to shape the future roadmap of our advisor technology platform, vet and convince other top wealth managers to join us, and...PlatformSeniorWork at officeImmediate start- ...seeking an innovative and strategic Senior Product Designer (VP) to drive... ...on alternative investment and wealth management products. Job... ..., user-centered solutions. Lead design for critical investment... ...management, brokerage, or an investing platform. Excellent communication and...PlatformSenior
$128k - $193k
...Publicis Sapient is a digital transformation partner helping established organizations... ...looking for a domain-strong Wealth Management Product Manager to lead advisor-centric platform initiatives across onboarding,... ...engineering, data, UX, and senior stakeholders....PlatformSenior$170.5k - $284.1k
...comprehensive investment management services to Wealth Advisory Services clients. Operates... ...markets, Wilmington Trust investment process and wealth management offering. Articulate... ...meetings maintaining market, process and platform. Complete all compliance requirements including...PlatformSeniorWork experience placementWork at office$135k - $160k
Senior Associate, Marketing Analytics Blue Owl (NYSE: OWL) is a leading asset manager. This role is in office Monday to Friday. Responsibilities... ...partnership with Private Wealth Marketing, translating... ...the core marketing analytics platform, delivering clear, intuitive and...PlatformSeniorWork at officeMonday to Friday- Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer... ...Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional...PlatformSeniorFull timeWork at office
$102.5k - $187.9k
...and Capital Markets, Wealth and Asset... ...transition to the Aladdin platform, all while maintaining... ...owner and delivery lead, you will partner with senior stakeholders across... ...Aladdin Client Transformation (ACT) teams to coordinate... ...Business and IT process reengineering...PlatformSeniorWork experience placementSummer holidayFlexible hours$70k - $80k
...skills. In collaboration with Financial Advisors and Management, they help propel the growth of our Private Wealth Management Platform and partner with senior investment professionals to serve a broad range of client needs. Responsibilities Ensure advisors are prepared...PlatformSeniorTemporary workWork at officeFlexible hours$130k - $180k
...Senior Full-Stack Developer (.NET/C#) We’re seeking a Senior Full‑Stack Developer (.NET/... ...applications and integrations across multiple wealth‑management data domains for Neuberger’s... ...and integrations with third‑party platforms across the Microsoft technology stack. Partner...PlatformSeniorWork at officeLocal area2 days per week$176.72k - $265.08k
...Development Group Manager is a senior management level... ...hands on engineering lead with a knack of solving... ...problems Experience in Wealth Investment data domain... ...batch/real time Spark processing pipelines. Experience with... ...Reconciliation. Enable cross platform interoperability with...PlatformSeniorFull time$75k - $125k
Asset & Wealth Management, Private Wealth Management,... ...Management Professional | Senior Analyst | New York OUR... ...and customers, and leading-edge technology, data and... ...unparalleled investment platform inclusive of the full... ...client experience Execute, process and reconcile trading...PlatformSeniorFull timeTemporary workPart timeLocal area- ...alternative investment product and implementation advice in conjunction with Advisors. Articulating the manager selection process and how the alternative platform offering fits the Global Private Bank strategy within a market context. Actively participating in Global...PlatformSenior
- Blue Owl Capital Holdings LLC is seeking a Senior Associate in Marketing Analytics based in New York City. In this role, you will lead data analytics partnerships and utilize... ...years in marketing analytics, emphasizing CRM platforms and data visualization. The compensation...PlatformSenior
- ...Senior Business Development LeaderLocation: New York City (Hybrid... ...allocators, and asset managers. Our platform transforms how complex diligence is... ...time, and risk. We're trusted by leading allocators, asset managers, consultants, and wealth investors, and have built the...PlatformSeniorOdd jobContract work
$110k - $185k
...Development Manager Morgan Stanley is a leading global financial services firm providing... ..., securities, investment management and wealth management services. The Firm's... ...partner Deeper specific knowledge of platforms / tools supporting the key National initiatives...PlatformTemporary workWork at officeLocal areaWorldwideFlexible hours- ...organizational goals, ensuring adoption of sales transformation initiatives, CRM platforms, and business process improvements Lead impact assessments and change readiness... ...primary liaison between frontline operations and senior leadership, gathering field feedback,...PlatformSeniorWork at officeImmediate startRemote workDay shift
- ...Conversation Intelligence platform that enables... ...evidence-based compliance transformation while creating safer,... ...Compliance & Governance Lead who understands how banks... ...10+ years in banking, wealth management, broker‑... ...teams rely on manual processes Where AI and automation...Platform
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