wealth management operations specialist Jobs - 479


Edward Jones - Fairport,NY

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...

Date : 2025-01-01T08:13:15Z

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Experior Financial Group - Buffalo,NY

1099 Independent Contract ( Commission Base ) Would you like to be in control of your own earnings, schedule and hours? Would you like to work from home, avoiding commuting, and being able to spend more time with the ones you love and doing the...

Date : 2025-01-02T08:21:59Z

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Transamerica - New York,NY

1099 Independent Contract ( Commission Base ) About the job Would you like to be in control of your own earnings, schedule and hours? Would you like to work from home, avoiding commuting, and being able to spend more time with the ones you...

Date : 2025-01-02T08:21:59Z

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KPMG - New York,NY

KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and...

Date : 2025-01-01T07:13:39Z

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Citizens Bank - Tarrytown,NY

This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly created role is responsible for creating and executing a strategic plan to address evolving compliance and...

Date : 2025-01-02T08:30:11Z

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Keybank National Association - Albany,NY

Location: 1301 Avenue of the Americas - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net-worth of greater than $25MM. This role serves...

Date : 2025-01-01T06:41:44Z

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Bank of America - Clifton Park,NY

Wealth Management Client Associate Clifton Park, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for...

Date : 2025-01-01T07:04:28Z

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THE BANK OF NEW YORK MELLON - New York,NY

CLIENT PRESENTATION DESIGNER At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day...

Date : 2025-01-01T07:00:19Z

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StraussGroup - Executive Search Consultants - Rochester,NY

The Company Our client, a well-established and highly respected regional bank, is looking to add a Managing Director of Wealth Management to their team in Rochester, NY. This position is a great...

Date : 2025-01-01T09:10:05Z

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Jefferies Financial Group - New York,NY

The Risk Manager is responsible for the day-to-day oversight of the business, ensuring the strategic objectives of the Wealth Management Department are being met, risks are adequately mitigated, and the general supervisory needs are being...

Date : 2025-01-01T06:44:16Z

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