Wealth jobs in Passaic, New Jersey - Page 7Create job alerts

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Tailor wealth management planning to meet client needs.

Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts. As our lead Enterprise Account Executive at Clearnomics, you'll play a pivotal role in driving growth by building and expanding relationships with large wealth management firms as your

B+ revenue Wealth Management business. Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting. Demonstrate understanding of clien

We cultivate a collaborative and supportive environment, fostering innovation and making Wealth. Project support capacity needs as wealth. Experience in fintech, wealthtech, legaltech, or a similarly regulated, complex B2B SaaS environment strongly preferred.

Provide high-level, proactive administrative support to a complex team of Partners & Managing Directors.This role requires a high degree of multitasking, discretion, and the ability to navigate a fast-paced, dynamic corporate environment.Job Summary & Responsibilities:.Proactively coordinate and mai

The Analytics & Data (A&D) Organization is a key growth area within Morgan Stanley's Wealth Management Division playing a critical role in the execution of the wider Wealth Management strategy. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, 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,

Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide; we offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As an Assistant Vice President in the Credit Risk Manage

The primary role of the Internal Wholesaler is to drive sales and build relationships with financial professionals selling PGIM Global Wealth mutual funds and managed accounts. The internal wholesaler must achieve and maintain an expert knowledge of the PGIM Global Wealth product line and the mutual

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate.

Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. The Wealth Management Marketing team is seeking an experienced Marketing Manager to support our Client Acquisition and Retention Offer Strat

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools th

An innovative tech company is seeking a Solutions Architect to lead the growth of their Data Intelligence Platform.In this customer-facing role, you will partner with sales teams and provide technical leadership to clients, leveraging big data technologies and consulting practices.Ideal candidates w

Asset And Wealth Management Division - Engineering. Goldman Sachs Asset and Wealth Management Division (AWM) is one of the four key revenue generating Divisions of the Firm.

Wealth Relationship Manager Safe Act - North Jersey.

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. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a d

Senior Technical Project Manager – Wealth Management. Assist in solution selection and implementation, impacting key bank wealth functions. Experience with Wealth Management Technology and upgrade projects/programs required.

Blackstone Private Wealth is seeking a New York-based Sales Professional to collaborate closely with field-based Sales team members. As a member of the Private Wealth team, you will gain exposure to one of the most diverse sets of private market investment offerings in the industry and have the oppo

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

An opportunity to sell into the fast growing and dynamic wealth industry with the wealth software & services leader. The Wealth Product Sales Team performs new business sales for financial institutions with $1B+ in Wealth Assets. Generate new clients for our Wealth Solutions: Client, Advisor and mid

Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal, and Wealth Management specialists to streamline business workflows. Experience: 2-5+ years of executive support experience, specifically within the Financial Services industry (Wealth Management, Private Banking

Asset and Wealth Management (AWM). As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more tha

Candidates should have 7-10+ years of experience in wealth management, a Bachelor’s degree, and possess strong analytical and interpersonal skills. A financial advisory firm based in New York is seeking a Senior Wealth Advisor to lead relationships with ultra-high-net-worth individuals and familie

As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Wealth Relationship Manager Safe Act - Manhattan.

The Investment Strategy Group (ISG) within Goldman Sachs Private Wealth Management is responsible for strategic and tactical asset allocation views and providing advice to the firm's high net worth clients and certain institutions.

Executive assistant to senior executives on the Private Wealth team. Assist Private Wealth admin team as needed with various team projects and needs. Serve as backup coverage to other Private Wealth admin team members as needed.

Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. As the manager for a book of client

Analyst, Private Wealth Strategy. The Analyst will support the Private Wealth Strategy team and play a key role in executing strategic initiatives for the business. This role offers significant exposure to senior leaders within Private Wealth and across the broader organization.

We are looking for an Managing Director Wealth Management to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wea

Asset and Wealth Management Division - Engineering. Goldman Sachs Asset and Wealth Management Division (AWM) is one of the four key revenue generating Divisions of the Firm.

As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

Experience in Capital Markets and/or Wealth Management. Experience working with wealth management platforms, OMS, PMS, CRM, or advisory tools. Capital Markets/Wealth Management Consultant.

FIS' wealth management business provides a holistic wealth platform with services designed to help financial institutions, single and multi-family offices, and wealth managers run their business more profitably, connect with their clients and grow their business. Good understanding of FIS Wealth sol

Asset And Wealth Management Division - Engineering. Goldman Sachs Asset and Wealth Management Division (AWM) is one of the four key revenue generating Divisions of the Firm.

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.Our global fund complex and separately managed

Superior knowledge of investment management and wealth strategies, processes, and products. Senior Wealth Advisor/Relationship Manager. Our client is seeking a Senior Wealth Advisor for their New York office.

Prior experience in the Private Wealth or Trusts and Estates practice area of law preferred. The firm's core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax plann

As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $3.

We are looking for a Wealth Advisor to join our team to train AI models.

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy.These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in tax compliance at PwC will focus on validating clients' complian

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. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a d

As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and

The firm's core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Generate, prepare, and organize documentation and for

Respond to questions internally from senior management and salespeople across all sales channels (private wealth, institutional, third-party distribution) related to the platform. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovere

As a Wealth Management Attorney, on the J. Morgan Wealth Management Legal team, you will apply your strong subject matter expertise in securities regulations—including FINRA Rules, Regulation Best Interest, and the Investment Advisers Act—to deliver strategic legal guidance on complex broker-dea

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. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a d