Wealth Manager Jobs

Lead the AI-powered transformation of Retail Banking and Wealth Management processes. As a Digital Solution Architect, you'll design end-to-end BPS solutions, bridging client needs with technical execution. Requires 10+ years in Banking, digital transformation expertise, and strong client-facing ...

Join a growing SEC-registered RIA in Mill Valley as a Paraplanner or Wealth Manager. Deliver comprehensive financial planning and investment management with a client-first approach. Requires a CFP®, Series 65 preferred, and 2-5+ years of advisory experience. Enjoy a rich benefits package and a su...

Join our team in Noida as a Private Wealth Management Advisor. Leverage your 5+ years of experience from a top-tier firm to design personalized investment portfolios and financial strategies. You will enhance AI-driven advisory solutions by providing expert, high-touch guidance for clients from r...

Join Citi's Asia Wealth Risk and Control Team in Kuala Lumpur as a Sales Surveillance Senior Analyst. You will establish a robust governance framework for investment, insurance, and FX sales surveillance. This role requires strong analytical skills, 2-3 years of relevant experience, and proficien...

Join our Cincinnati-based advisory team as a Wealth Management Analyst. You will manage equity and fixed-income portfolios, conduct fundamental research, and collaborate with the investment committee. Requires 5+ years' experience, Series 7 & 66 licenses, and strong analytical skills. We offer co...

Join a premier Wealth Management team in Chicago. This associate role offers a fast-track career path with a strong preference for internal promotion. You will handle client service, reporting, account management, and operational support using Orion and Redtail CRM. The position includes comprehe...

Lead the strategic design and enhancement of risk controls for Wealth Management Sales Advisory in Dubai. This senior role requires 10+ years in financial services risk, compliance, or audit. You will drive control program optimization, automation, and ensure alignment with Citi's Risk Appetite. ...

Seeking an experienced VP Audit Manager in Mississauga to oversee Wealth Compliance, Fair Lending, Privacy, and Legal. This role requires 6-10 years' expertise, relevant certifications, and strong project management skills. You will lead audits, advise on risk controls, and collaborate with senio...

Lead strategic change initiatives as a Wealth Operations Change Manager at Citi in Warsaw. You will drive process automation, leverage AI tools, and re-engineer client service platforms using your 6-10 years of financial industry experience. This role focuses on digitization, data-driven decision...

Lead regulatory reporting operations for a global wealth management leader in Zurich. This managerial role requires 9+ years of experience, including team leadership and deep expertise in regulatory submissions. You will ensure accuracy, drive process improvements, and collaborate with senior sta...

Seeking an experienced Wealth Manager in Cherry Hill to provide comprehensive financial planning and wealth management services. This role requires 7+ years' industry experience, a finance-related degree, and expertise with Redtail CRM. You will work with a diverse clientele, including business o...

Seeking an Integrated Wealth Manager in Bloomington/Arden Hills. This role combines financial planning, client service, and business process improvement. Requires a finance background, Series 65/CFP pursuit, and RIA knowledge. Offers competitive salary with equity, career growth, and high-quality...

Launch your finance career with Citi's 10-week Wealth Management Summer Internship in Dubai. Designed for penultimate-year students, this program offers intensive training, a tailored project, and immersive mentorship. Develop key skills in global banking and client service while building a profe...

Lead the transformation of back-office data and applications for Global Wealth Management in Chennai. This senior leadership role requires 20+ years in financial services technology, with deep expertise in wealth management platforms, intra-day books & records, and financial systems of record. Yo...

Lead AI initiatives in a Broker Dealer & Wealth Management environment in Los Angeles. This senior role requires 7+ years of PM experience with AI/ML projects in financial services. You will own end-to-end delivery, ensuring alignment between business goals, data teams, and strict regulatory stan...