Wealth Manager Jobs

Drive growth through Plaid's partner ecosystem as a Channel Business Development & Enablement Manager in New York. You will equip partner sales teams with tools and content, collaborate to build pipeline, and serve as the key liaison. Ideal candidates have 4+ years in GTM roles, strong communicat...

Lead KYC Operations for Wealth Management in Singapore as an Assistant Vice President. Utilize your 5-8 years of team leadership and AML compliance experience to enhance client onboarding and control environments. Drive process improvements and provide strategic oversight within a global banking ...

Lead a team as a Java Backend Technical Manager in Wealth Lending in Chennai. This senior role requires 12+ years in financial services apps development, with deep expertise in Java, Spring, microservices, and data architecture. You will drive technical strategy, hands-on coding, and manage the f...

Join a growing boutique wealth management firm in San Carlos as a Client Service Associate. Support high-net-worth clients and advisors with onboarding, account servicing, and financial planning. Ideal candidates have 1-5 years of RIA or brokerage experience and proficiency with platforms like Fi...

Join a growing boutique wealth management firm in San Carlos as a Client Service Associate. Support high-net-worth clients and a collaborative advisory team, utilizing platforms like Fidelity or Schwab. This role offers a path for long-term growth within a successful RIA, plus benefits including ...

Join our Toronto team as a Business Systems Analyst specializing in Wealth Management. This onsite role requires strong experience with wealth management platforms, investment products, and Agile methodologies. You will analyze requirements, document processes, and deliver solutions in a dynamic ...

Seeking an experienced Mainframe Developer with deep Wealth Management domain expertise. This role involves designing and maintaining high-performance financial applications using COBOL, JCL, DB2, and CICS. You will support strategic banking systems in a hybrid work model from Cincinnati, Troy, o...

Lead AWS cloud architecture for enterprise wealth management platforms in Toronto. Design scalable, secure solutions using AWS services and microservices for portfolio management and trading systems. Requires 15+ years IT experience, deep AWS expertise, and mandatory wealth management domain know...

Launch your wealth management career in Tysons Corner. This entry-level role offers hands-on client support, financial planning, and a clear path to becoming an Advisor. A Bachelor's degree and CFP interest are preferred. Gain valuable experience with a competitive salary and bonus.

Join KeyBank's InvestNet program as a Business Analyst to modernize wealth management. You will analyze requirements, document processes, and support digital advisor experience enhancements. This role requires wealth management expertise and Agile experience, offering a comprehensive benefits pac...

Join Barclays as a Private Banking & Wealth Management Executive in London. You will support senior bankers in client acquisition, servicing, and retention, becoming a key operational contact. The role requires strong banking knowledge, client relationship experience, and excellent organizational...

Lead the technical strategy for wealth-lending platforms as a Senior Vice President in Pune. This senior role requires 14+ years of expertise in scalable Java microservices, event-driven architecture, and real-time data processing (Kafka, Flink). You will architect high-volume systems, champion D...

Join a boutique wealth management firm in San Carlos as a Client Service Associate. Support high-net-worth clients and advisors in a collaborative RIA environment. Ideal candidates have 1-5 years of experience and proficiency with platforms like Fidelity or Schwab. Enjoy benefits including a 401(...

Lead regulatory risk and controls for Wealth Management in Dubai. This senior role requires 8-10 years in financial services compliance, audit, or regulatory change. You will design control programs, manage regulatory inventory, and ensure adherence to key regulations like AML and KYC. Drive risk...

Join a leading Twin Cities RIA as a Wealth Management Advisor. Provide personalized financial planning and investment management to an established client base. Utilize your expertise in retirement, tax, and investment strategies. Enjoy a collaborative team environment and comprehensive benefits i...