Average salary: $140,000 /yearly

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  • J. P. Morgan Wealth Management - Client Service Leader

     ...professionals for this role. JOB DESCRIPTION The J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a...  ...and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.  As a Client... 
    Private
    Full time
    Monday to Friday
    Shift work

    J.P. Morgan

    Westerville, OH
    19 days ago

  • 2026 Summer Intern - Global Wealth Management, Private Client Group

    2026 Summer Internship Account Analyst, Global Wealth Management Private Client Group, US PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities... 
    Private
    Full time
    Work experience placement
    Summer work
    Internship
    Summer internship
    Work at office
    Worldwide
    Relocation package
    Monday to Friday
    Flexible hours

    PIMCO

    New York, NY
    1 day ago

  • Private Wealth Management Client Service Associate - Proficiency: Mandarin

    $34.32k - $90k

     ...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...  ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer... 
    Private
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    3 days ago

  • VP, RIA Strategic Accounts Private Wealth Partnerships (Boston)

    $200k - $225k

     ...A leading asset management firm is seeking a candidate for the RIA Strategic Accounts Team to manage client relationships and support fundraising...  ...strategies and involves cultivating connections with wealth platforms. Candidates should have at least 7 years of investment... 
    Private
    Full time
    Remote work

    Blue Owl Capital

    Boston, MA
    4 days ago

  • Compliance Officer - Wealth Management and Trust Testing

    $71k - $122k

     ...second line of defense Compliance Risk Management function, the Risk Evaluation and Assurance...  ...assist in the design and execution of wealth management testing and continuous monitoring...  ...g. - trust/fiduciary, asset management, private banking, securities, etc.) compliance,... 
    Private
    Work at office
    Remote work
    Flexible hours
    Shift work

    Key Bank

    Brooklyn, OH
    3 days ago

  • Director, Business Development Wealth Management Solutions (Pacific Northwest) (San Francisco)

    $225k

     ...All Jobs Director, Business Development, Wealth Management Solutions - West Coast/ SW Region Director, Business Development, Wealth Management...  ...professional to help support and promote the firms Private Credit offerings into the Wealth Management Channel. The individual... 
    Private
    Full time
    Remote work

    Monroe Capital LLC

    San Francisco, CA
    4 days ago

  • Regional Director - Wealth (Wholesaler)

    $100k - $225k

     ...About Us Wellington Management offers comprehensive investment management capabilities...  ...thought and healthy debate. As a private partnership, we believe our ownership structure...  ...a talented, driven individual to fill a Wealth Management, Alternatives distribution... 
    Private
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    San Francisco, CA
    4 days ago

  • Director - (West Coast Territory) External Relationship Manager, Wealth Distribution (San Francisco)

     ...Overview Director - (West Coast Territory) External Relationship Manager, Wealth Distribution at Sound Point Capital Management, LP is...  ...accounts focused on leveraged loans, CLOs, Opportunistic Credit, Private Credit, Structured Credit and Real Estate Credit. This is a... 
    Private
    Full time
    Home office

    Sound Point Capital Management, LP

    San Francisco, CA
    4 days ago

  • Head of Americas Wealth IR Servicing

    $200k - $230k

     ...investment firm that offers alternative asset management as well as capital markets and insurance...  ...investment funds that invest in private equity, credit and real assets and has strategic...  ...Client Solutions ("KCS") and Global Wealth Solutions ("GWS"), Business Operations (... 
    Private
    Work at office
    Home office

    Careers at KKR

    New York, NY
    18 hours ago

  • Blackstone Private Wealth - Global Strategic Partnerships, Vice President

    $155k - $200k

     ...is the world's largest alternative asset manager. We seek to create positive economic impact...  ...include investment vehicles focused on private equity, real estate, public debt and equity...  ...LinkedIn, X, and Instagram. Private Wealth was established to answer the growing demand... 
    Private
    Local area
    Home office
    Flexible hours

    Blackstone Restaurant

    New York, NY
    3 days ago

  • FY26 US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Manager

    $90 - $120 per hour

     ...Seasonal Tax Manager - Wealth and Asset Management Partnership - Remote At EY, we're all in to shape your future with confidence. We'll...  ...in a top or mid-tier firm Experience with hedge funds or private equity funds preferred What We Look For We're interested... 
    Private
    Hourly pay
    Seasonal work
    Remote work
    Flexible hours

    Columbus Staffing

    Columbus, OH
    1 day ago

  • Private Wealth Management Analyst - Bilingual: English/Spanish

     ...Wealth Management Analyst Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s)/Private Wealth... 
    Private
    Work experience placement
    Local area

    Morgan Stanley

    Miami, FL
    3 days ago

  • Industry SME Client Partner- Asset & Wealth Management

    $174k - $261k

     ...relationships and driving business growth within the Asset & Wealth Management (AWM) domain. You will assume the role of a trusted advisor to...  ...portfolios across asset managers, wealth managers, RIAs, or private banks. Strong understanding of front-to-back AWM processes... 
    Private
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Remote work
    Flexible hours

    UST Inc

    Aliso Viejo, CA
    2 days ago

  • Senior Regional Consultant - Global Platforms/Wealth Management

    $75k

     ...and prosperous futures. THE ROLE The Senior Regional Consultant - Wealth Management will sell MFS Investment products and services through Enterprise RIA firms, Bank Trust, and Private Bank intermediaries in California, Nevada, and Hawaii. WHAT YOU WILL... 
    Private
    Local area
    Remote work
    Home office
    Flexible hours

    MFS Investment Management

    Grizzly Flats, CA
    3 days ago

  • Regional Director - Wealth (Wholesaler) (Boston)

    $100k - $225k

     ...timeposted on: Posted Todayjob requisition id: R92689# Wellington Management offers comprehensive investment management capabilities that...  ...that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long... 
    Private
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management Company

    Boston, MA
    4 days ago

  • FMLA Account Manager

    $64.8k

     ...experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for...  ...as well as consulting services and financial & wealth solutions. With more than 30 specialty... 
    Private
    Remote work

    Risk Strategies

    Staten Island, NY
    18 hours ago

  • Account Manager, Private Client Group (PCG) (Upper Midwest)

    $105k - $240k

     ...in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed...  ...firm's Private Client Group (PCG), within the U.S. Global Wealth Management (GWM) business, to cover the Upper Midwest Region. Our US GWM... 
    Private
    Work at office
    Flexible hours
    Shift work

    PIMCO

    Austin, TX
    2 days ago

  • Personal Lines - Assistant Account Specialist (Select Business)

     ...Department in supporting day to day client management transactions. In addition, this role...  ...Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive...  ...as consulting services and financial & wealth solutions. With more than 30 specialty practices... 
    Private
    Remote work
    3 days per week

    Risk Strategies

    United States
    2 days ago

  • Private Wealth Management International Registered Client Service Associate - Bilingual: Spanish/English

     ...prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Education,... 
    Private
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    3 hours agonew

  • Product Manager, Portfolio Margin Offering - Wealth Management Platforms Vice President

    $110k - $180k

     ...Product Manager, Portfolio Margin Offering - Wealth Management Platforms - Vice President Chicago We're looking for a senior leader to be part of the team in charge of the new phase of growth in the niche offering of Portfolio Margin. You will work with the Risk Management... 
    Temporary work
    Local area
    Worldwide

    Morgan Stanley

    Chicago, IL
    18 hours ago

  • Affluent Personal Lines Account Exec/AVP-Team Lead (White Plains or Remote)

    $80k - $150k

     ...around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a...  ...learn more, please visit: Job Summary: P&C Private Client Group (PCG/affluent lines) is a division of NFP Property... 
    Private
    Full time
    Work at office
    Immediate start
    Remote work
    Work from home
    Shift work
    2 days per week

    National Financial Partners

    United States
    3 days ago

  • US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

    $90 - $120 per hour

     ...FSO Seasonal Tax Private Tax- Manager - Remote At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally...  ...trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop... 
    Private
    Hourly pay
    Seasonal work
    Remote work
    Flexible hours

    Seattle Staffing

    Seattle, WA
    18 hours ago

  • Investment Manager - Vice President - Director

    $140k - $350k

     ...Description: Job Title Investment Manager Corporate Title: Vice President - Director...  ...Overview Deutsche Bank's Wealth Management business is one of the largest...  ...portfolio management solutions, capital markets, private markets, alternative investments, and... 
    Private
    Temporary work
    Work at office
    Work from home
    Worldwide

    Deutsche Bank

    San Francisco, CA
    3 days ago

  • Senior Vice President of Wealth Advisory Services

     ...Senior Vice President of Wealth Advisory Services About the Company Join a nationally recognized independent investment...  ...financial solutions. Industry Investment Management Type Privately Held About the Role We are seeking a dynamic Senior... 
    Work at office
    Remote work
    Flexible hours

    Confidential

    San Francisco, CA
    4 days ago

  • Vice President, Evergreen Product Operations

    $167k - $283k

     ...quarter to use at your discretion, subject to manager approval. For example, you may choose to...  ...34 Act) Funds that provide exposure to private markets through regular (e.g., daily,...  ..., and distributors within the US private wealth channel Experience working with Funds... 
    Private
    Work at office
    Local area
    Remote work
    1 day per week

    Harbourvest

    Boston, MA
    3 days ago

  • Client Relationship Associate

    $90k - $120k

     ...COMPANY OVERVIEW Cercano Management LLC ("Cercano") is an SEC-registered investment manager...  ...investing in all stages of venture capital, private equity, private credit, and public...  ...at the intersection of client service, wealth management operations, and fiduciary expertise... 
    Private
    Work at office
    Flexible hours

    Cercano Management

    Bellevue, WA
    4 days ago

  • VP Business Development - Empowered Wealth Channel

    $100k - $125k

     ...Financial Services VP Business Development - Empowered Wealth Channel Location(s): 2300 Windy Ridge Parkway, Atlanta...  ...strong competitive spirit, the ability to showcase our wealth management solutions in a compelling way and be a quick learner with... 
    Full time
    For contractors
    Work at office
    Remote work
    Home office

    Advisor Group

    Scottsdale, AZ
    2 days ago

  • Equity Associate Plan Manager, Workplace Wealth Solutions

    $90k - $120k

     ...for an assigned set of clients • work closely with Relationship Managers, Service Managers and relevant team leads to develop strategies for core services including: execution, administration, wealth management, and accounting support for assigned client set • develop... 
    Home office
    Flexible hours

    UBS

    Weehawken, NJ
    18 hours ago

  • Product Manager, Registered Funds - Vice President / Senior Vice President (Greenwich)

    $170k - $220k

     ...Product Manager, Registered Funds Vice President / Senior Vice President About the Role...  ...alternative asset managers and top-tier wealth management platforms. In this role, the...  ...investment management, project management, private investing, investment banking,... 
    Private
    Full time
    Work at office
    Remote work

    iCapital

    Greenwich, CT
    4 days ago

  • Program Manager - Wharton Executive Education

    $50k - $75k

     ...Program Manager - Wharton Executive Education The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research...  ...opportunities, supportive work and family benefits, a wealth of health and wellness programs and... 
    Private
    Work experience placement
    Local area
    Work from home
    Flexible hours
    Weekend work
    Afternoon shift
    Early shift

    Philadelphia Staffing

    Philadelphia, PA
    2 days ago