- Assetmark (Concord, NH)
- …for an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help launch and lead new financial services and ... solutions for our clients. In this role, the Senior Manager will partner with cross-functional teams and work...to define the vision, scope, and roadmap for the Wealth Management Services team.This role will collaborate across investment,… more
- Assetmark (Los Angeles, CA)
- …for an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help launch and lead new financial services and ... solutions for our clients. In this role, the Senior Manager will partner with cross functional teams and...to define the vision, scope and roadmap for the Wealth Management Services team.This role will collaborate across investment,… more
- Aristotle Capital Management, LLC (Los Angeles, CA)
- …focused on research, investment management and client success.We are currently seeking a Senior Vice President, Regional Director - Wealth Management to join our ... team.The SVP, Regional Director - Wealth Management Group will assist the Company and its...affiliates with their sales and marketing efforts within the wealth management channel. This position will have geographic emphasis… more
- CIMB (HI)
- Senior Sales Director - Off-shore Preferred Wealth SGJob DescriptionResponsibilities:Strategy and PlanningAcquire qualified New-To-Bank customers through ... proficient in addressing customer queries.Achieve individual sales targets for wealth management, treasury products, and insurance.Provide sound financial advice and… more
- BMO Financial Group (San Francisco, CA)
- Application Deadline: 10/30/2024 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship management to ... value provided and assesses clients at-risk for retention. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- Atticus Recruiting Inc (Chicago, IL)
- …a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office. The ideal candidate will have strong ... a leadership role in expanding the footprint of the firm's current Wealth Management practice into the Chicago market.This position provides an ideal opportunity… more
- Farther (Boston, MA)
- …to get things done the right way, we want to build the future of wealth management with you.Job DescriptionAs a Senior Financial Advisor, you are an entrepreneur ... advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the… more
- Farther (Honolulu, HI)
- …to get things done the right way, we want to build the future of wealth management with you.Job DescriptionAs a Senior Financial Advisor, you are an entrepreneur ... advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the… more
- Manulife Insurance Malaysia (Boston, MA)
- …for retail wealth -related business functions in the US and Europe.The Senior Manager may have direct responsibility for one or more projects simultaneously and ... Senior Manager, Audit and Advisory Services page is...the business, specifically within the US and Europe Retail Wealth and US Retirement business units.Lead audit staff assisting… more
- John Hancock (Boston, MA)
- …our Winning Team today. Working Arrangement Hybrid Job Description The Senior Manager is accountable for planning, directing, and completing high-quality, ... and risk-based internal audits and advisory engagements for retail wealth -related business functions in the US and Europe. The...-related business functions in the US and Europe. The Senior Manager may have direct responsibility for one or… more
- Manulife (Boston, MA)
- The Senior Manager is accountable for planning, directing, and completing high-quality, professional, cost-effective, beneficial, and risk-based internal audits and ... advisory engagements for retail wealth -related business functions in the US and Europe. The Senior Manager may have direct responsibility for one or more… more
- GoFundMe (San Francisco, CA)
- …place in the world. Join us! GoFundMe is searching for a passionate and driven Senior Product Manager with fintech or wealth management experience. In this high ... managing products related to Donor Advised Funds (DAF), philanthropy, wallets, or wealth management solutions (a plus, but not required). Can translate complex… more
- Forge (San Francisco, CA)
- …accessible and seamless for companies, their employees and investors.The Role:As our Senior Technical Product Manager, you will lead the development and enhancement ... of our fintech SaaS offerings. You'll utilize your deep understanding of wealth management, capital markets, and/or retail broker-dealer platforms, along with a… more
- LeanIX Jobs (Boston, MA)
- Senior Consultant - S/4HANA Transformation (m/f/d) We are actively seeking an experienced Senior Consultant (m/f/d) to join our esteemed Business Transformation ... with a specialized focus on SAP S/4HANA Transformation. As the Senior Consultant Business Transformation, your primary responsibility involves spearheading the… more
- LeanIX GmbH (Boston, MA)
- Senior Consultant - S/4HANA Transformation (m/f/d) We are actively seeking an experienced Senior Consultant (m/f/d) to join our esteemed Business Transformation ... with a specialized focus on SAP S/4HANA Transformation. As the Senior Consultant Business Transformation, your primary responsibility involves spearheading the… more
- myGwork - LGBTQ+ professionals & allies (Boston, MA)
- …we are looking forThe Global Head of Sales position is the most senior distribution role within the Portfolio Solutions organization and offers the opportunity for ... a senior experienced global sales management professional to drive revenue...Programs to help you match your needs. And our wealth of development programs and educational support will help… more
- SLC Management (Wellesley, MA)
- …flexibility depending on their business, client and team needs. Job Description: Senior Managing Director, Head of SLC Management Digital Solutions & Innovation - ... Information and Technology Innovation Officer, Sun Life and Candace Shaw, Senior Managing Director, Deputy Chief Investment Officer and Chief Operating Officer,… more
- Sun Life (Wellesley, MA)
- …with flexibility depending on their business, client and team needs.Job Description: Senior Managing Director, Head of SLC Management Digital Solutions & Innovation ... Information and Technology Innovation Officer, Sun Life and Candace Shaw, Senior Managing Director, Deputy Chief Investment Officer and Chief Operating Officer,… more
- New York Life Insurance Company (New York, NY)
- Corporate Vice President - Senior Data ArchitectAs part of Technology, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York ... driving the company's success.Role Overview:We are seeking an energetic and passionate Senior Data Architect to design and execute our company's modern data… more
- State Street (Boston, MA)
- …product and its employees, numbering 30+ directly (including IT development staff).As a senior leader of the team, the successful incumbent will proxy for the Head ... advanced degree (MBA, CFA, etc.)Minimum of 10 years' experience in senior management capacityExtensive experience in foreign exchange markets (15+ years)Proven track… more
