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YesterdaySaved
Hybrid
Pittsburgh, PA, USA
130K-230K Annually
Senior level
130K-230K Annually
Senior level
Fintech • Payments • Financial Services
The role involves managing strategic relationships in the wealth management sector, driving growth, and engaging advisors across various platforms.
Top Skills: Investment SolutionsPortfolio ConstructionWealth Technology Infrastructure
YesterdaySaved
Hybrid
Santa Monica, CA, USA
130K-230K Annually
Senior level
130K-230K Annually
Senior level
Fintech • Payments • Financial Services
The VP of Wealth Business Development will drive strategic relationships in the intermediary wealth channel, focusing on model portfolios and investment solutions to enhance Wilshire's adoption and growth across various wealth platforms.
Top Skills: Investment SolutionsModel Portfolio SolutionsWealth Management Technology
YesterdaySaved
Hybrid
New York, NY, USA
130K-230K Annually
Senior level
130K-230K Annually
Senior level
Fintech • Payments • Financial Services
Develop and manage strategic relationships to drive adoption of investment solutions and model portfolios, while expanding Wilshire's presence in the wealth management sector.
Top Skills: Finra Licenses
YesterdaySaved
Hybrid
Denver, CO, USA
130K-230K Annually
Senior level
130K-230K Annually
Senior level
Fintech • Payments • Financial Services
The Vice President of Wealth Business Development will focus on building strategic relationships and driving the adoption of Wilshire's investment solutions among intermediary wealth channels, including TAMPs and broker-dealers. Responsibilities include managing relationships, developing business plans, and expanding distribution partnerships.
YesterdaySaved
Hybrid
Chicago, IL, USA
130K-230K Annually
Senior level
130K-230K Annually
Senior level
Fintech • Payments • Financial Services
The role involves driving strategic relationships and growth in intermediary wealth distribution, developing partnerships, and promoting investment solutions. Responsibilities include managing accounts, expanding Wilshire's footprint, and representing the company at industry events.
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7 Days AgoSaved
Hybrid
New York, NY, USA
110K-170K Annually
Senior level
110K-170K Annually
Senior level
Fintech • Payments • Financial Services
The Hedge Fund Research VP conducts research, evaluates hedge fund managers, performs due diligence, analyzes market trends, and manages risk assessments for investments.
Top Skills: Quantitative Analysis
Reposted 9 Days AgoSaved
Hybrid
New York, NY, USA
31-40 Hourly
Senior level
31-40 Hourly
Senior level
Fintech • Payments • Financial Services
Support the CCO in maintaining the firms SEC compliance program: conduct risk assessments, testing and trade surveillance, review marketing materials, assist with regulatory filings and exams, prepare committee materials, and respond to compliance queries and remediation efforts.
Top Skills: Aca CompliancealphaDassetiMS OfficeSharepoint
Reposted 9 Days AgoSaved
Hybrid
Santa Monica, CA, USA
31-40 Hourly
Senior level
31-40 Hourly
Senior level
Fintech • Payments • Financial Services
Support and maintain the firm's SEC-registered compliance program, conduct compliance testing and monitoring, prepare filings and exam responses, review marketing materials, manage compliance records, assist with risk assessments and testing plans, and support the Chief Compliance Officer on policy, reporting, and remediation efforts.
Top Skills: Aca CompliancealphaDassetiMS OfficeSharepoint
Reposted 9 Days AgoSaved
Hybrid
Santa Monica, CA, USA
31-40 Hourly
Junior
31-40 Hourly
Junior
Fintech • Payments • Financial Services
Lead and maintain Wilshire's employee compliance program: develop policies, manage trainings and disclosures, oversee audits/investigations, coordinate compliance technology, maintain records, and support reporting and regulatory updates.
Top Skills: Aca CompliancealphaDassetiExcelMicrosoft PowerpointMicrosoft WordSharepoint
22 Days AgoSaved
Hybrid
Pittsburgh, PA, USA
60K-120K Annually
Mid level
60K-120K Annually
Mid level
Fintech • Payments • Financial Services
The Associate/Sr. Associate will manage trade life cycle activities, maintain trading technologies, ensure compliance, and support new broker onboarding.
Top Skills: BloombergExcelEze OmsMS OfficeMorning StarSecurity Valuation ModelingTrade Order Management Systems
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