Wealth jobs in Orange, New Jersey - Page 3Create job alerts

Bank of America employees are required to meet all. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Bank of Ame

Collaborate with multiple internal teams including Tax, Acquisition, Portfolio Management, Asset Management, Legal & Compliance, Investor Client Services, local Finance, Technology, Private Wealth Solutions, and Treasury. BS (or above) in Accounting or Finance is required.

Act as a trusted technology advisor for Wealth Management and Client Advisory stakeholders aligning solutions to business objectives. Translate wealth business requirements into functional and technical specifications for delivery teams. Ability to work with senior business leaders product owners an

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.

Hybrid 3 days / week onsite at Tampa, FL, 33647 / Jersey City, NJ, 07310 CTH Description: The IT SIFMU & Risk department supports the development & testing needs of multiple DTCC core business lines including NSCC Risk, Clearing & Settlement, Equity Clearing, Wealth Management, Treasury Clearing etc

Lead Software Engineer We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Enterprise Technology, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives. As a key overseer of the implementation and management of large-scale mainframe systems within the financial services industry. This role is pivotal in ensuring the efficient operation and management of systems housing millions of Prime Brokerage and Wealth Management client account reference data. The ideal candidate will have a strong background in mainframe technologies and tools, along with experience in distributed technologies and AI tools. Job Responsibilities • Lead the implementation and management of mainframe systems, ensuring high performance, reliability, and scalability., • Utilize expertise in mainframe technologies such as Cobol, CICS, DB2, VSAM, MQ messaging, Stored procedures, DB2 Utilities, JCL, ChangeMan, NDM, and other file transfer mechanisms to maintain and enhance applications., • Provide leadership, guidance, and support to ensure team success and development., • Collaborate with cross-functional teams to integrate distributed technologies and AI tools into mainframe systems, enhancing functionality and efficiency., • Ensure compliance with industry standards and best practices in mainframe technology and data management., • Develop and implement strategies for system optimization, data integrity, and security., • Monitor system performance and troubleshoot issues to ensure uninterrupted service., • Formal training or certification on software engineering concepts and 5+ years applied experience, • Experience in the financial services industry, managing large-scale mainframe applications., • Extensive hands on experience in mainframe technologies and tools, including Cobol, CICS, DB2, VSAM, MQ messaging, Stored procedures, DB2 Utilities, JCL, ChangeMan, NDM, and file transfer mechanisms., • Proven experience in managing large-scale mainframe implementations and systems., • Strong leadership skills with experience managing global teams., • Excellent problem-solving skills and the ability to work under pressure. 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.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. About the Team Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Provide advice and counsel related t

We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.As a Lead Software Engineer at JPMorganChase within the Asset & Wealth Management Marketing Technology team, you are an integral part of an agile team that works to enhance, build,

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct i

Wiss Family Office currently advises on over $2.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Our Summit, NJ office is looking for a VP, Financial Advisor to help clients achieve their financial goals while providing exceptional service. Proactively follow up with clients who have not implemented financial plan. Educate on the overall financial planning matters.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

A leading financial services firm in Upper Montclair, NJ is seeking a Private Client Banker to manage relationships with affluent clients.

SEC registered broker-dealers alongside a cryptocurrency brokerage all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU).Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to eleva

A leading client advisory firm located in Florham Park, New Jersey, is seeking a Financial Operations Manager for their Wealth Management division. Candidates should have a bachelor's degree in finance or a related field, strong attention to detail, and experience in wealth management operations.

We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management with a focus on relationships, not transactions. Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within the construction industry.

As an Applied AI/ML Vice President within Global Private Bank, you will own the full lifecycle of high‑impact models serving clients across wealth management, lending, and advisory — from problem framing with business stakeholders to production deployment at scale.You’ll work on data‑rich, c

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. Risk Management - Wealth Management Investment Risk Associate. Contribute to team projec

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.The Client

The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. This ro

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is

Experience with market data systems, order management systems (OMS), execution management systems (EMS), and trading analytics platforms. Stakeholder Management:** Exceptional ability to engage and influence diverse stakeholders, including business leaders, regulatory bodies, and cross-functional te

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Global Investment Office (GIO). You will build the analytics infrastru

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni

It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.The Global Wealth Management business offers individuals and families personalized, comprehensive financia

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Top performers may receive a full-time offer at the end of the summer.

RBC's businesses, including Capital Markets and Wealth Management, as well as advise on other RBC initiatives in the US.Assist in the development and implementation of RBC's US tax strategies; collaborate with business and functional partners to ensure compliance with tax laws and manage tax-related

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Monday thru Friday: 25 hours a week to include Saturday based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.We believe in the importance of in-office collaboration and fully intend for the selected candidate

Getecube is seeking an Executive Director for the Planning Engine Lead role within JPMorgan Chase's Digital Team.The ideal candidate holds a Bachelor's degree and has over 10 years of experience in financial planning.Responsibilities include leading the planning engine's development, engaging with s

The Financial Operations Manager (Wealth Management) is a senior back‑office leadership role responsible for acting as the final control point (“last line of defense”) across high‑risk, routine wealth management transactions. Oversee and support wealth management billing, including fee accur

As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect,

As the Senior Associate Business Manager in the CAO Business Management team, you will play a pivotal role in optimizing the Wealth Management business by providing comprehensive day-to-day operational support and promoting the successful execution of key initiatives and administrative functions. Se

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, a

RBC's businesses, including Capital Markets and Wealth Management, as well as advise on other RBC initiatives in the US.Assist in the development and implementation of RBC's US tax strategies; collaborate with business and functional partners to ensure compliance with tax laws and manage tax-related

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. If you are ambitious, client focused, and eager to build a long-term career in wealth management, this is a fantastic opportunity to grow with a collaborative team in a locatio

A global financial services leader located in New Jersey seeks a Managing Director of Growth and Business Development for Wealth Management.This pivotal role drives strategic growth initiatives and product development while ensuring alignment with market trends and client needs.Candidates should hav

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

The Wealth Management Analytics & Data (A&D) team within Morgan Stanley Strategy & Analytics group owns all the executive reporting, insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The Vice President, Client Engagement Analytics will work with data

We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services. Financial Advisor Wealth Management Advisor. Experience in financial advisory, wealth management, insurance sales,

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Top performers may receive a full-time offer at the end of the summer.

Being a member of the Clearing & Securities Services group, the Managing Director, Growth and Business Development, Wealth Management is accountable for driving the strategic growth and business development of the Wealth Management business. Lead product performance management, including revenue ana