Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Senior Enterprise Asset & Wealth Management Strategist in San Francisco, CA vacancy
  • 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... 
    Senior
    Asset

    Obsidian

    San Francisco, CA
    2 days ago
  •  ...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... 
    Senior
    Asset
    Bank staff
    Shift work

    Fifth Third Bancorp

    San Francisco, CA
    4 days ago
  • 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... 
    Senior
    Asset

    Obsidian

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset

    First Citizens

    San Francisco, CA
    1 day ago
  • 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

    UCSF Health

    San Francisco, CA
    3 days ago
  • 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

    Citi

    San Francisco, CA
    3 days ago
  • $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... 
    Senior
    Full time

    Citi

    San Francisco, CA
    2 days ago
  • 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

    Boston Private

    San Francisco, CA
    17 hours ago
  •  ...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... 
    Senior
    Asset
    Remote work

    Mindlance

    San Francisco, CA
    2 days ago
  •  ...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... 
    Senior
    Asset

    AI Chopping Block

    San Francisco, CA
    22 hours ago
  • 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... 
    Senior
    Asset

    Dormont Manufacturing Co

    San Francisco, CA
    4 days ago
  • 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... 
    Senior
    Asset

    CareerArc

    San Francisco, CA
    3 days ago
  • 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... 
    Senior
    Asset
    Work at office

    Leah Yosef International

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset
    Full time
    Second job
    H1b

    PwC

    San Francisco, CA
    1 day ago
  • $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... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    San Francisco, CA
    4 days ago
  • $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... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  •  ...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... 
    Senior
    Asset
    Work experience placement

    Ieqcapital

    San Francisco, CA
    4 days ago
  • $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... 
    Senior
    Asset
    Full time
    Temporary work
    Local area
    Worldwide

    Adobe Systems

    San Francisco, CA
    1 day ago
  • $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... 
    Senior
    Asset
    Temporary work
    Local area

    Slalom

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset
    Remote work

    City National Bank

    San Francisco, CA
    17 hours ago
  • 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... 
    Senior
    Asset

    JP Morgan Chase

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    1 day ago
  •  ...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... 
    Senior
    Asset
    Immediate start

    Archer Faris

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset
    Full time
    Shift work

    Carta

    San Francisco, CA
    14 days ago
  • $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... 
    Senior
    Asset
    Full time
    Bank staff
    Shift work

    Fifth Third Bank

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset
    Local area
    Flexible hours

    Circle

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    11 days ago
  • $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... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Worldwide
    Flexible hours

    Stellar Development Foundation

    San Francisco, CA
    2 days ago
  • 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... 
    Senior
    Asset

    JPMorganChase

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Enterprise Asset & Wealth Management Strategist. Be the first to apply!