1 to 25 of 212 Wealth Management Jobs

Line of Service Industry/Sector Specialism Management Level Senior Manager Job Description & Summary We are building one of the most exciting capabilities in the Consulting Industry. Our Asset & Wealth Management Enterprise Transformation practice combines market-leading approaches in operating model design, change management, program and … project management, and transformation implementation to solve some of the industry’s most complex and challenging issues. Our goal is to deliver human-led, tech-powered success for our clients, and we believe in the power of enterprise-level transformation to unlock significant opportunities for them and the industry. … outcomes for the people and places they serve. Our diverse client base includes top-tier multinational organisations such as Traditional & Alternative Fund Managers, Sovereign Wealth Funds, Fund Service Providers, Prime Brokers, and Custodians. They are predominantly large multinational firms who are leaders in their respective markets Passion drives us more »

Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage … Bankers, and other wealth partners to provide HNW clients with a superior client experience. This role can be filled in either Ft. Lauderdale or Miami or Palm Beach County. Responsibilities: Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized … banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance more »

THIS ROLE IS A 12 MONTH FTC The Client Our client is a highly successful Investment Management and Wealth Management firm. The Role This Marketing Manager role will suit an individual who has Marketing Management experience within Financial Services. The highly organised individual will take responsibility … for the implementation of the marketing plan, alongside the established Wealth Management Marketing Team. The Marketing Manager role is a generalist marketing role, covering all aspects of the marketing mix. Taking responsibility for Marketing Campaigns, Projects and Events alongside other members of the Marketing team. The Marketing Manager … will implement the Wealth Management brand re-fresh across marketing literature, working with the Head of Marketing and Senior Marketing Manager. Take ownership of marketing activities to support regional office locations and develop client experience strategy to include: implementation of client welcome packs, analysis of results from the more »

financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealth management sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealth management sectors, we want to hear from you. Candidates with a background in other Financial Institutions Group (FIG) sectors will also be considered. Responsibilities: Lead and execute M&A transactions within the asset and wealth management sectors, including financial analysis, due diligence, valuation … industry professionals, and key stakeholders to generate new business opportunities. Stay updated with industry trends, regulatory changes, and market developments related to asset and wealth management. Requirements: Bachelor's degree in finance, economics, or a related field. An advanced degree (MBA, CFA, etc.) is a plus. Extensive experience in more »

an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the … countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across … generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team more »

Director, Credit Advisory Underwriting, Wealth Management with a Specialty in Securities Based Lending. Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and … countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across … generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team more »

Compliance Manager Wealth Management Location: Doncaster (Hybrid) Salary: £45k - £60k + benefits Stuck in a rut? Frustrated in a business with no clear desire or plans for growth? Is it time to join a business as ambitious as you? This wealth management firm has ambition, there … to join and this could be the start of a very interesting journey for you. Supporting the Head of Compliance, you’ll use your Wealth Management compliance experience to provide group-wide compliance advice, guidance and support at all levels. You’ll work closely with 1st line (including … through training and regulatory updates and help ensure the firm meets all Consumer Duty requirements. You’ll have gained strong Compliance experience in a Wealth Management environment and will be able to act as a ‘critical friend’ to the business, providing constructive challenge as and when required. You more »

an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, andconstructing and maintaining … relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provideconstructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating and establishing … well as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Banks management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, and constructing and … maintaining relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provide constructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating … as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Bank’s management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

We are the consulting division of Davies, accelerating business, technology and people performance across financial services including banking, asset and wealth management, insurance and other highly regulated industries. We are currently seeking a Director to join our team on a permanent basis within our Asset & Wealth Management … Director will be a motivated, self-starter with a credible and proven track-record in the leadership of delivery programmes and projects in the wealth/retail investment sector. The Director will act as a senior and experienced member of the Asset & Wealth Management consulting team in … required to do the role: Strong track record of leading large and/or complex business and technology change programmes and projects. Must have wealth management and delivery experience. Ability to connect and communicate with C-level and executive stakeholders. Excellent vendor management and influencing skills. High more »

and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. Jamess Place Plc. An excellent opportunity has arisen for a professional and experienced … locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates Wealth Management is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include … and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Transaction Reporting Associate role will sit within the Client Services team within the Investment Management firm, supporting the daily Transaction Reporting processes as well … the Transaction Reporting reconciliation in relation to Asset Servicing. The Transaction Reporting Associate will be responsible for setting up new assets within the Investment Management firm as well as updating and reviewing them when required to do so. The Transaction Reporting Associate will review and maintain all Transaction Reporting … procedures and processes as well as any ad hoc projects that me be required of them. The Candidate Transaction Reporting experience within and Asset Management or Wealth Management company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework more »

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking … advice and investment management to personal and corporate customers through its fast-growing network across the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth. We focus on one objective … a significant multinational group. Handelsbanken Group are deeply committed to embedding good equality and diversity practice into all of our activities so that Handelsbanken Wealth & Asset Management is an inclusive, welcoming and inspiring place to work, regardless of age, disability, pregnancy and/or parental status, ethnicity, religion more »

than $40 trillion in assets under custody and administration, we also have more than $40 trillion of assets on our Data & Analytics platform In Wealth and Market Infrastructure, we are the backbone of our clients' capital markets and payments capabilities, playing a core role in collateral management, markets … and treasury services and our Pershing business is the leading wealth technology provider. With $3.6 trillion in average tri-party collateral management balances, $2 trillion of global payments moved daily, and more than $2 trillion in Pershing global client assets, we deliver the critical platforms and services for … institutional and corporate ecosystems to operate and thrive In Investment and Wealth Management, we are a leading provider with $2.1 trillion in assets under management. Through an investor-first approach, the firm delivers specialist expertise from seven world-class investment firms that cover all major asset classes and more »

Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines … lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. The base pay for this position is relative to your experience but the … offers a competitive, comprehensive benefits program which you can review here: . Responsibilities: Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance more »

Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines … lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities: Client Acquisition - Identifies and attracts new clients to the Bank's wealth … with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances more »

Line of Service Assurance Industry/Sector Asset and Wealth Management Specialism Assurance Management Level Senior Manager Job Description & Summary PwC's Asset and Wealth Management (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff … Capitalist backed companies. You'll work across a wide variety of industry sectors including, Real Estate, Hedge Funds, Pensions, Private Equity, traditional Asset and Wealth management, as well as technology and asset servicing businesses. This breadth of client base gives our people an unmatchable opportunity to gain deep … of the audit business. The responsibilities include but are not limited to: Leading large multi-location, often international, teams using your people and relationship management skills to deliver high quality audit work from project planning to completion; Developing trusted senior client relationships and demonstrating curiosity that allows you to more »

Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines … lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities: Client Acquisition - Identifies and attracts new clients to the Bank's wealth … with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances more »

Pay rate: up to 775 GBP per day Duration: 6 months Work type: hybrid Description Department/Job Overview: The Wealth Management Platform International (WMPI) is responsible for defining the technology platform strategy for Global Wealth Management locations outside of Switzerland, Singapore, Hong Kong and the … of change deliver, and support with leadership of implementation topics where required, in conjunction with the local business team Qualifications Essential Skills: Core Project Management experience and skills (7 years+) Wealth Management/Private Banking knowledge and experience Ability to communicate and produce high-quality presentation materials more »

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy … office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location … depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data more »

A leading Revenue Management Platform within Asset & Wealth Management, our client requires a strategic sales specialist to further drive market share and brand recognition across the UK. Revenue Management Platform within Asset & Wealth Management Remote, London Base up to £130,000 + Extensive Commission … with the help of the CRM system Continuous building of sales pipeline The Candidate: Applicants will be expected to demonstrate: 12+ years working within Wealth Asset Management 5+ years within sales the sector, or Financial Services A proven hunter of new business within complex sales processes Understand client … on an exciting journey committed to becoming a leading firm with a world class team. They are on a mission to create meaningful, differentiated wealth solutions that help people live their best life, helping their clients grow revenue, reduce costs, manage risk, and delight their customers. Lots of growth more »

Overview: This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and … cost-effectiveness of department operations. Responsibilities: Financial Oversight - Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet. Prepares, approves, and submits compliant financial regulatory reports to the Financial Industry Regulatory … of incentive-based payroll, and revenue allocations to branches and affiliates. Business Strategy - Identifies and recommends strategies for improving the financial performance of the Wealth Management division. Provides analytical information to executive management that allows for crucial business insight. Leads projects that involve business analysis, strategic planning more »

Overview: This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and … cost-effectiveness of department operations. Responsibilities: Financial Oversight - Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet. Prepares, approves, and submits compliant financial regulatory reports to the Financial Industry Regulatory … of incentive-based payroll, and revenue allocations to branches and affiliates. Business Strategy - Identifies and recommends strategies for improving the financial performance of the Wealth Management division. Provides analytical information to executive management that allows for crucial business insight. Leads projects that involve business analysis, strategic planning more »

Overview: This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and … cost-effectiveness of department operations. Responsibilities: Financial Oversight - Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet. Prepares, approves, and submits compliant financial regulatory reports to the Financial Industry Regulatory … of incentive-based payroll, and revenue allocations to branches and affiliates. Business Strategy - Identifies and recommends strategies for improving the financial performance of the Wealth Management division. Provides analytical information to executive management that allows for crucial business insight. Leads projects that involve business analysis, strategic planning more »

Overview: This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and … cost-effectiveness of department operations. Responsibilities: Financial Oversight - Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet. Prepares, approves, and submits compliant financial regulatory reports to the Financial Industry Regulatory … of incentive-based payroll, and revenue allocations to branches and affiliates. Business Strategy - Identifies and recommends strategies for improving the financial performance of the Wealth Management division. Provides analytical information to executive management that allows for crucial business insight. Leads projects that involve business analysis, strategic planning more »