Senior Wealth Management Supervisory Leader
JPMorgan Chase & Co.
J.P. Morgan Wealth Management is seeking a Supervisory Manager to oversee a team of Financial Advisors in the San Francisco area. You will apply leadership and risk-management expertise to manage complex, high-risk escalations end-to-end and engage executive stakeholders. Responsibilities include monitoring account reviews and staff productivity, ensuring regulatory compliance, updating procedures, and developing expertise in securities rules. Travel up to 50% is required. #J-18808-Ljbffr JPMorgan Chase & Co.
- Northern Trust Corp is hiring a Senior Investment Officer in San Francisco to lead complex wealth management client relationships and oversee investment and risk for a local market. The role requires senior expertise, collaboration with the National Investment Practice...SeniorLocal area
- Mercer Advisors is seeking a Partner, Market Leader in Menlo Park, CA. This senior wealth advisor will deepen relationships with high-net-worth clients... ...supported by Mercer’s in-house experts in portfolio management, tax, and estate planning. The role requires strategic...Senior
- ...Associate Director, Client Advisory to join our San Francisco office. This role partners with Directors to deliver comprehensive wealth management and coordinated planning for ultra-high-net-worth clients, including families and endowments. You will mentor junior staff,...SeniorWork at office
- Perigon Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will... ...and acts as a trusted advisor, mentor, and planning leader within the firm. #J-18808-Ljbffr Perigon Wealth ManagementSenior
- ...as CFP or CPA. You will develop growth strategies, collaborate on marketing efforts, and ensure compliance while providing top-tier client service. This full-time role emphasizes strategic growth and client relationship management. #J-18808-Ljbffr Coda Search│StaffingSeniorFull time
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private Wealth Management...SeniorFull timeWork experience placementWork at office
- ...Private offers a path to help private companies manage tax, advisory, and planning needs from inception to growth and transition. As a Senior Manager you will lead large projects,... ...with a focus on valuation, M&A, and wealth management. You will mentor teams, leverage...Senior
$155k - $225k
...leave, paid time off, paid holidays, remote work Feb 23, 2026 Senior Manager of Career Counseling Cooley is seeking a Senior Manager of... ...corporate hiring needs Preferred : Bachelor's and/or JD Degree Supervisory experience Competencies: Professional demeanor and the...SeniorRemote jobFull timeTemporary workWork at officeWork from homeFlexible hoursWeekend work$115k - $145k
...additional consideration - Mahmoud Adam, CPASenior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.If you're a Wealth Analyst... ...provides a clear progression from Wealth Analyst Senior Wealth Analyst Wealth Advisor Wealth Manager.SeniorWork at office2 days per week- Slalom is seeking a Senior Principal to lead supply chain strategy and transformation initiatives for clients across industries, with emphasis on sourcing and procurement. The role emphasizes partnering with executives to design future-state models and drive resiliency...Senior
- A global financial institution is seeking a Private Banker to provide holistic advice to offshore clients, focusing on wealth management and investment strategies. The role requires a minimum of six years of experience in Private Banking, a Bachelor's degree, and licenses...
- Pathstone is hiring an Associate Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will partner with Directors and_MD s to manage client relationships, implement investment guidance, and...Senior
$150k - $175k
A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships...Senior- Modern Wealth Management seeks accomplished wealth management professionals to expand nationwide footprint. Executive Wealth Advisors handle top clients and develop new relationships, with a portable book of at least $45M and accelerated transition support. Primary duties...Senior
- Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance and bespoke wealth solutions to high-net-worth clients. You will lead a collaborative team, mentor junior members, and partner with specialists...Senior
- Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement. Responsibilities include identifying...Senior
$149.52k - $175.9k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionProduct Managers at U.S. Bank are customer obsessed in driving product visioning, planning and development to deliver on our human + digital...SeniorFull timeLocal areaShift work- Fairygodboss seeks a Custom Lending Specialist to work within JPMorganChase Wealth Management in San Francisco. This role requires expertise in customized lending solutions for ultra-high net-worth clients, emphasizing collaboration, strategic guidance, and support for...Senior
- Threadline Wealth in the San Francisco Bay Area is seeking a Senior Client Service Associate to independently manage high-touch client service, onboarding, and multi-step projects. This role partners with Wealth Advisors, operations, and client service teams across a fast...Senior
$140k - $300k
Brighton Jones, located in San Francisco, seeks a Lead Advisor to manage client relationships and design comprehensive wealth management strategies. The candidate will act as a Personal CFO, lead a local service team, and drive client acquisition efforts. This role requires...SeniorLocal area$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- 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
- Citibank (Switzerland) AG in San Francisco seeks a Wealth Relationship Manager to deepen client relationships with affluent and HNW clients, delivering holistic financial planning and proactive discovery to tailor solutions. You will coordinate with product specialists,...Senior
- 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...Senior
- 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
- JPMorganChase is seeking an experienced Private Banker in San Francisco, California. This role requires managing client relationships and providing comprehensive wealth management advice to clients. The ideal candidate will have a Bachelor's degree, a minimum of six...Senior
- A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's...SeniorFull time
$88.4k - $132.6k
A leading financial services company is hiring a Wealth Relationship Management Sr. Analyst in San Francisco. This role involves building relationships with High Net Worth clients, offering holistic financial solutions, and ensuring compliance with regulatory norms. Candidates...Senior- ...Cardless, Inc. is hiring its first product marketing hire—a senior, hands-on PMM who will define how we talk about Cardless in the market and build a consistent narrative across website, decks, and collateral. This is a hybrid role by design, with ownership of brand...Senior
- ...Anthropic is seeking a senior Benefits leader to own regional programs and drive global initiatives across Americas or International scopes. You... ...operations. You will lead a cross-functional team, manage broker relationships, and evaluate self-funding options while...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Management Supervisory Leader. Be the first to apply!
- key team leader San Francisco, CA
- after school program leader San Francisco, CA
- compliance team leader San Francisco, CA
- team leader day shift San Francisco, CA
- assistant team manager San Francisco, CA
- focus group leader San Francisco, CA
- team lead data science San Francisco, CA
- disability team leader San Francisco, CA
- group operations manager San Francisco, CA
- team supervisor San Francisco, CA
