Top Tech Jobs & Startup Jobs

The Senior Associate supports client relationships through operational functions, client servicing, report construction, and collaboration on financial strategies, requiring 2+ years of relevant experience.

As an Associate Director in Wealth Management, you will manage client relationships, conduct portfolio analysis, and devise customized financial strategies.

The Senior Associate will manage client relationships, process money movement, prepare accounts and meetings, place trades, and collaborate on financial strategies.

The Senior Associate will manage client relationships, support operational functions, prepare for meetings, and facilitate trades while collaborating with the team to develop financial strategies.

The Director of Financial Planning will lead financial planning for ultra-high-net-worth clients, manage end-to-end processes using eMoney, and collaborate with internal and external advisors to create actionable financial strategies.

The Director will manage client relationships, provide investment advice, support CEOs, and offer customized financial strategies. They will also handle portfolio analysis and client servicing needs.

The Cashiering & Bill Pay Associate manages client transactions, ensuring accuracy in cash movements and payments while maintaining exceptional service standards. Responsibilities include processing transactions, reconciling cash movements, and collaborating with banks and custodians to resolve discrepancies.

The Associate will support client relationships by managing operational functions, communicating with clients, and participating in educational sessions to learn about financial markets. This role offers growth opportunities within the company.

Serve as product owner for platform initiatives: gather and clarify requirements, write user stories, manage backlogs and sprints, coordinate cross-functional teams, drive adoption, create documentation and training, and iterate post-launch to improve integrations, Salesforce, and internal tools.

This role involves managing client relationships, providing investment advice, analyzing portfolios, and supporting organizational functions, focusing on exceptional client service.