Senior Enterprise Asset & Wealth Management Strategist
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 write rubrics capturing how senior investment professionals think, with emphasis on fiduciary and regulatory standards. The role demands deep portfolio ownership and interaction with institutional clients. #J-18808-Ljbffr 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...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
- 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
$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- UCSF Health is seeking an Organizational Development Consultant - Performance Management to set and drive enterprise strategy, governance, and effectiveness for performance management across the organization. The role partners with HRBPs and Leadership to embed data-driven...Senior
- 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
- ...Salary$71.42 / hourSenior Product Marketing Manager: Creative Cloud for enterpriseDuties:... ...initiatives for the Creative Cloud enterprise business.Key Responsibilities:Field Enablement... ....Deliverables:Sales-ready enablement assets including product roadmaps, presentations...SeniorAssetRemote work
- ...Harvey is seeking a Senior Product Marketing Manager to join the Solutions Marketing team and shape how... ...Product, and GTM to create customer‑ready assets that drive adoption. We expect 6–... ...product marketing, expertise in enterprise messaging, and the ability to connect...SeniorAsset
- 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$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$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- ...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
$225.3k - $384.68k
...The Opportunity The Unified Enterprise Architecture Team works with... ...focus on how brands produce, manage, activate, and measure content... ...to customer team members. The Senior Manager of Enterprise Architecture... ...Manager (Sites and Assets), Workfront, Creative Cloud integrations...SeniorAssetFull timeTemporary workLocal areaWorldwide$148k - $185k
About Slalom’s Enterprise CapabilityAt the heart of Slalom’s Enterprise... ...sites to resilient case management systems and optimized workforce... ...Salesforce Sales Executive or Senior Sales Executive - Retail and... ...and leverage Global Solutions assets to enhance customer deals* Monitor...SeniorAssetTemporary workLocal area$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- ...first 100% multi-agent approach to enterprise security, starting with Third-Party Risk Management, a domain that is mission... ...strong writer who thinks like a strategist. You ask why before you write,... ...messaging, develop sales enablement assets, and build the content...SeniorAssetImmediate start
$153k - $181k
...legal infrastructure that founders use to manage equity, fund managers use to run... ...0 funds and SPVs representing $250B+ in assets under management, Carta is transforming... ...page]( The Team You’ll Work With The Enterprise Customer Success team here at Carta is our...SeniorAssetFull timeShift work$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$172.5k - $222.5k
...global economy through digital assets, payment applications, and... ...money movement, and Arc, an enterprise-grade blockchain designed to... ...For As part of the Global Risk Management (GRM) team, you will play a key... ..., mitigated, and reported to senior management and regulators...SeniorAssetLocal areaFlexible hours$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$145k - $195k
...Senior Manager, Enterprise Payments BD Interested in working on cutting-edge blockchain technology and creating equitable access to the global... ...expanding DeFi, increasing monthly addresses, and driving asset tokenization, in coordination with Leads of each partnership...SeniorAssetTemporary workWork at officeLocal areaWorldwideFlexible 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Enterprise Asset & Wealth Management Strategist. Be the first to apply!
- account strategist San Francisco, CA
- senior brand strategist San Francisco, CA
- strategist San Francisco, CA
- strategy consultant San Francisco, CA
- investment strategist San Francisco, CA
- media strategist San Francisco, CA
- communications strategist San Francisco, CA
- brand strategist San Francisco, CA
- design strategist San Francisco, CA
- business strategist San Francisco, CA



