Wealth Manager Jobs

Join Plaid in San Francisco as an Account Manager for Banking & Wealth. Manage key enterprise client relationships, drive revenue growth, and provide strategic product guidance. Leverage your 3+ years of B2B account management experience in a dynamic, high-growth fintech environment. Enjoy compre...

Join Citi Global Wealth in Singapore as a Wealth Markets Business Manager, AVP. You will support key business initiatives and product lifecycle management for Wealth Investments across Asia. The role requires 5+ years of banking experience and expertise in securities, structured products, and der...

Seeking a seasoned Wealth Relationship Manager in South Florida. This role requires 5-8 years of experience, strong analytical skills, and active FINRA Series 6/63/65 or 7/66 licenses. You will build deep client relationships with HNW individuals by providing holistic financial planning and solut...

Lead accounting operations for a dynamic wealth management firm in Washington. This role requires a CPA with 6-10+ years' experience and proven people management skills. You will oversee financial reporting, mentor a team, and drive process improvements in a fast-paced, multi-entity environment.

Join Plaid's Banking & Wealth team as an Account Manager in New York. Manage strategic relationships with banking, wealth, and insurance clients to drive product adoption and revenue growth. Leverage your 3+ years of B2B account management experience and technical curiosity. Enjoy comprehensive b...

Join Prometeia, a European leader in Wealth & Asset Management, as a Junior Consultant in Milan. You will monitor EU regulations, analyze industry trends, and support innovative solutions. This role requires a finance/economics master's, strong analytical skills, and English proficiency. Enjoy a ...

Launch your career in finance with this two-year rotational program. Gain hands-on experience across key Wealth Management functions, including the COO and CIO offices. Develop analytical and strategic skills while working on high-impact projects. The role includes comprehensive benefits and is b...

Launch your career in Wealth & Asset Management as a Junior Data & Financial Analyst in Bologna. Utilize Python and SQL to build ETL pipelines, develop analytical tools, and create APIs. Join a global team, enjoy remote work options, and grow with comprehensive training and benefits.