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

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,

Our network includes SCP Distributors, SCP Distributors International, Superior Pool Products, National Pool Trends, Pinch A Penny, and Horizon Distributors. Why join POOLCORP? We offer a wealth of opportunities for career growth and advancement, with comprehensive training programs to support your

Senior Product Chapter Lead, Client Onboarding Crew. Senior Product Chapter Lead, Client Onboarding Crew. UBS is the world’s largest and the only truly global wealth manager, seeking a Product Chapter Lead for the Client Onboarding Crew.

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.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and intera

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

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

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

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 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

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

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.

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

A private wealth management firm in New Jersey is seeking a Sr.

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

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 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;, • 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. 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: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

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 is seeking a Private Client Banker in Edgewater, NJ.This role involves managing relationships with affluent clients and providing tailored financial services.Candidates should have at least 1 year of experience in banking and a high school diploma or equivalent.Stro

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

Job Description Summary: As a 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;, • 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. 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: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. 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

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

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. Morgan Wealth Management is committed to serving clients acr

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

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