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Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) across both existing client relationships and new business generation. Manage internal new business strategy meetings, developing agendas and driving associated action items. High performing BDPs are expecte

Multi-Asset Solutions, "MAS" is an investing group within the Asset Management Division at Goldman Sachs. MAS is responsible for managing customized multi-asset class portfolios and funds, including discretionary mandates for US and international public pension plans, sovereign wealth funds and insu

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry.As a Financial Representative, you will provide financial guidance to individuals, fam

As the Product Delivery Senior Associate on the Wealth Account Opening team, you will collaborate closely with product owners, designers, engineers, and other partners to enhance our account opening product that is used by Clients & Advisors. Extensive experience in stakeholder management across all

The Private Equity business within Goldman Sachs Asset Management makes direct equity investments across North America and Europe in a broad range of industries. Associates in Private Equity work on small sector-focused teams responsible for the acquisition and management of investments. We are look

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. This position will report directly to the Lead Business Manager for Investment Product Operations Business Management with dotte

Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. Global Product Strategy is a growing and dynamic team located around the world who are responsible for overseeing, managing and shaping the investment product range for the Asset Management division, focused pri

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. In supporting Financial Advisor(s)/Private Wealth Advisor(s)/teams, this role will focus on assisting in areas such as digital marketing, portfol

Prior employment must include two (2) years of experience with: investments, asset allocation, portfolio construction, and implementation; knowledge of factors influencing portfolio performance and ability to analyze and articulate comprehensive investment results to both colleagues and clients; sou

The Global Leadership team is a team within Wealth Management that provides support and guidance to the Senior WM Executives, Regional Management Teams, Private Wealth Advisors, and many other business enablers in daily business operations. The Associate for this role will work across the organizati

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J. Defining, guiding and reviewing detailed combination and other

We are seeking an Associate to join the Global Risk Management team within Goldman Sachs Asset Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management. Associate, Global Risk Management.

We are seeking an Associate to join the Global Risk Management team within Goldman Sachs Asset Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management. Associate, Global Risk Management.

As a Senior Product Associate in US Wealth Management, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve e

Equity Structuring is currently seeking an Associate to work as part of the Single Stock Structuring team with a focus on equity derivative structuring and capital markets transactions. Assist with equity derivative and capital market transactions by working with private wealth advisors, colleagues

The Private Equity business within Goldman Sachs Asset Management makes direct equity investments across North America and Europe in a broad range of industries. Associates in Private Equity work on small sector-focused teams responsible for the acquisition and management of investments. We are look

Global Wealth Solutions Internal Sales Analyst/ Associate. The Global Wealth Solutions ("GWS") team seeks to recruit an experienced Internal Sales Analyst/ Associate to work in partnership with the External Relationship Managers that cover financial advisors at private wealth management firms in the

Build and maintain relationships with partners across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, Lending, etc. Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. Fam

This opportunity is to join the Mosaic Product Team as a Digital Product Manager where you will be responsible for delivering significant new value to our clients through continuous product innovation across. As an empowered member of the Mosaic product team, you will apply a customer centric approa

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. Collaborate with portfolio managers on various topics, including asset allocation, performance and risk management, risk budgeting, Environme

As a Portfolio & Performance Analyst - Associate within JPMorgan Wealth Management (JPWM), you will support the Portfolio Analysis Group by delivering portfolio and performance analytics and reporting that enable strong investment outcomes and client communication. Experienced performance measuremen

Create comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. Work one-on-one with clients to advise and deliver customized strategies drawn from the firm's deep investment experience, diverse wealth ma

Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. Requires familiarity with approaches to fundamental valuation and deal assessment across a broad range

Risk Management - Wealth Management Investment Risk Associate. As a Risk Management - Wealth Management Investment Risk Associate within the Wealth Management team, you will oversee the risk management of Managed Strategies across the Private Bank and Consumer Bank sectors. Engage with Business and

Be involved in every aspect of short duration portfolio management for a diversified global client base including but not limited to enhanced portfolio construction, monitoring portfolio market risk and positioning.

Business Strategy Operations Consultant.We are seeking a highly motivated Strategy & Executive Operations Associate to support the COO team within Wealth & Investment Management Technology (WIMT).This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and can ef

The Growth Platform Team is responsible for owning the post-close value creation plans and ongoing performance tracking of our portfolio companies, ensuring they execute on the initiatives that matter most. The team acts as the connective tissue between the deal teams, investors and operating adviso

Four plus years of private wealth management, financial services, or related professional experience. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate plann

Experience with GP Coverage preferred, including (i) liaising with senior leadership teams of private capital firms across Private Equity, Private Credit, Private Real Assets, traditional asset managers, wealth managers, and more, and (ii) managing relationships and bringing in strategic resources t

As a Senior Product Associate in US Wealth Management, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve e

Associate, Investing & Portfolio Management - Private. Job Duties: Associate, Investing & Portfolio Management - Private with Goldman Sachs & Co. Interact with senior management at companies to build relationships and coordinate information requests needed for analysis.

As a ConnectWealth Platform Specialist, you will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors busine

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Our advisor-led wealth management businesses provide financial planning, inve

The role is centered on business development through execution and influence: proactively increasing awareness of lending capabilities across the advisor force, identifying and advancing lending opportunities, developing new distribution channels, and partnering with advisors to structure solutions

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. The Relationship Management Associate (RMA) role is an essential part of our Pri

The team consists of Product Development, Product Strategy & Research, and ETF Product Strategy & Development who partner with each other and across Asset Management's Client Solutions Group and Public Investing organizations to evaluate and shape investment strategy and design, differentiate produc

Participate in ideation activities, product feasibility assessments, business case preparation, and overall product definition (feature lists and prioritization). Parse larger product feature projects into smaller components while understanding dependencies. Engage with partner vendors to ensure the

Macquarie Asset Management is searching for an Associate General Counsel to work in its Credit & Insurance business, covering credit BDCs, ’40 act funds, private credit funds, and retail alts to wealth products. As Associate General Counsel, you will support fundraising and fund establishment for

Job Description The Senior Associate, Investment Research is primarily responsible for conducting manager and investment due diligence. This includes qualitatively and quantitatively assessing the viability of various investment strategies across high-net-worth clients and specifically within individual clients' portfolios. Over time, you'll be an active participant in internal discussions about various investment strategies and external discussions with clients and prospective clients. The right candidate values collaboration and exhibits exceptional communication skills and a passion for wealth and investment management. Your Responsibilities: Investment Research • Work collaboratively within the Investment Research team to source, diligence, and implement investment strategies for our clients., • Act as the main point-of-contact within the Investment Research for specific investment strategies., • Execute searches and perform initial due diligence on a variety of investment strategies., • Perform ongoing due diligence on investment manager portfolios, businesses, and operations., • Perform ad-hoc investment research projects as needed., • Be an active participant in client and prospect meetings, describing and providing confidence in our investment approach as well as educating clients and prospects on complex investment strategies., • Assist in providing our clients with comprehensive analysis and views on the market environment., • Assist in business development activities such as attending networking events and prospective client meetings, while representing BBR in a thoughtful manner., • 4+ years of experience in investment or asset management., • Ability to independently source and analyze investment ideas and utilize relationships to provide additional insight., • Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills., • Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines., • Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection., • Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments., • Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs/data systems., • Proven track record of excellence in working within a team and preferably managing and mentoring others., • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents),Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $100,000 and $115,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

The role will provide the applicant with an opportunity to develop their investment and leadership skills, and expand their industry relationships by leveraging the global network of premier alternative managers on the XIG platform that Union Bridge Partners typically co‑invests alongside. The suc

Experience with GP Coverage preferred, including (i) liaising with senior leadership teams of private capital firms across Private Equity, Private Credit, Private Real Assets, traditional asset managers, wealth managers, and more, and (ii) managing relationships and bringing in strategic resources t

We are seeking an Associate to join the Global Risk Management team within Goldman Sachs Asset Management. The Global Risk Management team is uniquely positioned within the firm as part of Goldman Sachs Asset Management. A minimum of 3 years of experience in Equities and/or Alternatives investments

Associate, Investing & Portfolio Management - Private. Job Duties: Associate, Investing & Portfolio Management - Private with Goldman Sachs & Co.

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of over 410 impacted the lives of nearly 129,000 people last year. Job description New York Legal Assistance Group (NYLAG) seeks a highly motivated Supervising Attorney for a full-time position. The Supervising Attorney will lead a team of Staff Attorneys and Paralegals primarily working on detained and non-detained federal litigation, removal defense and post-order cases. The job requires substantive knowledge and experience working within the federal courts and immigration courts, with particular emphasis on supporting asylum-seeking families and minors, analyzing the intersection of criminal and immigration law, and overseeing the development and implementation of programming and contract management. Candidates will have a proactive ability to solve problems under time pressure, a strong commitment to providing client-centered services for clients experiencing trauma, and an ability to provide professional development and support to a team of attorneys, paralegals, and volunteers at various stages in their careers. The Supervisor will work within the Immigrant Protection Unit at NYLAG as a part of the unit leadership team assisting with the operations of the unit, grant reporting, and development of the team and unit. The Supervisor will report directly to the Director or Associate Director of the Unit. Duties and Responsibilities The Supervisor’s responsibilities will include: • Provide supervision and subject matter expertise for individuals who are detained or at high risk of detention, including petitions for habeas corpus, post-removal order cases including Motions to Reopen, Credible and Reasonable Fear proceedings, and substantive appeals to the BIA and Circuit Courts., • Provide supervision and subject matter expertise on screening, issue-spotting and advising prospective clients, on asylum, withholding of removal, and relief pursuant to the Convention Against Torture, Special Immigrant Juvenile Visas, Cancellation of Removal, inadmissibility and removability, and other relief available to detained and non-detained immigrants in removal proceedings., • Manage assignment of cases and professional development for supervisees., • Represent a small number of detained and non-detained New York City residents in petitions for habeas corpus before the federal courts, removal proceedings before EOIR, and in appeals to the BIA and the circuit courts., • Act as a liaison to partner organizations and other external stakeholders to coordinate programming and reporting., • Track client cases, progress of applications, and follow up for funding purposes. Liaise with NYLAG Development team to compile data and report to funders on relevant grants., • Conduct internal and external trainings for attorneys, paralegals, and other community advocates., • Represent NYLAG to our funders, collaborative partners, and other external stakeholders including coordinating programming and reporting, attending conferences and trainings, and sharing materials., • Develop and expand relationships with community-based organizations and partners ., • J.D. and admission to New York State Bar., • Fluency in Spanish required., • Minimum 5 years of experience working in immigration law, including substantive experience representing clients in removal defense, including motions to reopen and post-order matters asylum, appeals and federal litigation., • Experience working on detained cases and petitions for habeas corpus highly preferred., • Minimum three years of experience supervising individuals highly preferred., • Ability to work quickly and collaboratively to respond to changing enforcement environments., • Ability to work in a collaborative setting with other professionals., • Demonstrated commitment to working with immigrant communities and advancing racial and social justice., • Excellent writing, speaking, and analytical skills., • Experience working with survivors of trauma.and the intersection of criminal law and immigration law., • Strong advocacy skills, including the ability to develop creative legal arguments, and individualize case strategies for clients with cases in varying legal postures. Employment type: ☒ Full-time Professional Level: ☒ Managerial Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is for a yearly salary between $116,009 – $142,752. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Powered by JazzHR ghna4wqZoB

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionCompany Description Finance Job Description Note: Consulting experience is a plus however the role is primarily an automation and data analytics position. We are looking for someone with advanced technical background in building automation solutions. TOP SKILLS 1. Minimum 5 years' experience, 2. BACHELOR’S REQUIRED in Business or Computer Science or related field, 3. Data fluency, 4. Certification in automation tools preferred Automation Initiatives – Wealth Management Operations- TEMCO Job Summary: We are seeking an Associate to support and drive automation initiatives within our Wealth Management Operations division. In this role, you will balance technical development skills with business analysis and stakeholder engagement. You will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (such as UiPath, Power Automate, etc..) and scripting languages (Python, VBA, SQL, etc.). The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions. Responsibilities & Capabilities: • Process Analysis & Opportunity Identification: Work with TEMCO teams to uncover automation use cases, evaluate feasibility and potential value, and prioritize quick-win opportunities. Clearly document business requirements, acceptance criteria, and expected outcomes for each initiative., • Automation Solution Design & Development: Translate business and control requirements into robust automation solution designs. Design, build, test, and deploy automation solutions using RPA tools, workflow automation software, and scripting technologies. Ensure solutions are scalable, resilient, and meet performance expectations. Support user acceptance testing (UAT), rollout, and operational readiness for all automation deployments., • Stakeholder Engagement & Change Adoption: Serve as a liaison between technology teams and business stakeholders in operations. Provide training and guidance to operations staff adopting new automated processes to ensure smooth transitions. After implementation, highlight achieved improvements and value to encourage organization-wide support for automation initiatives., • Production Support & Continuous Improvement: Monitor and support production automations, promptly investigating and resolving any incidents or exceptions to minimize business disruption. Perform root-cause analysis on automation failures and implement enhancements to prevent recurrence. Gather feedback post-implementation and drive continuous improvement of automation solutions and processes. Identify opportunities to reuse components and implement best practices to increase efficiency and consistency across Wealth Management Operations automation projects., • Communication & Reporting: Provide transparent updates on project status, risks, and realized benefits to stakeholders and leadership. Ensure any risks or issues are escalated in a timely manner and that project milestones are well-communicated. Qualifications: • Education & Experience: Bachelor’s degree or equivalent experience. Approximately 5+ years of experience designing and delivering process automation solutions in the financial services industry (preferably within Wealth Management Operations)., • Automation Tools Expertise: Hands-on experience with leading RPA/automation platforms – such as Alteryx, UiPath & Microsoft Power Automate for developing automated workflows. Strong scripting/programming skills in languages like Python, VBA, or SQL for building custom automation scripts and integrations., • Domain Knowledge: Solid understanding of Wealth Management Operations processes, including areas like trade processing, settlements, reconciliations, client reporting, reference data, and exception management. All your information will be kept confidential according to EEO guidelines.

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, a

Senior Client Associate, Private Banking. Wealth Management/Private Banking experience preferred. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people.