Wealth jobs in Passaic, New Jersey - Page 8Create job alerts

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and profes

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

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and profes

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

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

Goldman Sachs Asset & Wealth Management provides advice, investing and execution for institutions and individuals across public and private markets. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance com

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.

Senior Associate, Financial Services Tax Team.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

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 a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lendin

Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. Wealth Advisor, Managing Director. Wealth Advisors are assigned existing and new BakerAvenue clients with the primar

This role within the Third-Party Wealth ("TPW") Alternatives Business seeks a driven, detail-oriented, and ambitious professional to drive the expansion of the strategic accounts function, as well as strategic initiatives impacting the global franchise.

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. We're building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Experience in wealth management, fintec

As a Wealth Planning Associate, you will play an integral role in supporting Financial Advisors while delivering a high-quality, relationship-driven client experience. This role is centered on financial planning and provides hands-on exposure to wealth management, data analysis, and the development

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.

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

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.

The Private Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored lending and banking products, such as bank loans, mortgages, deposits and margin financing, to high-net-worth clients of the firm's global Wealth Management businesses.

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

A leading consulting firm is seeking a Project Manager with a strong background in Wealth Management.

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.

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

Senior Wealth Advisor SAFE Act - Downtown Manhattan. The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Educate the integ

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

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

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.

A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securiti

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

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.

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. General knowledge of wealth and/or a

Capital Markets/Wealth Management Consultant. Infosys is seeking a Capital Markets/Wealth Management Consultant. In this role, you will provide business, domain, and analytical expertise and coordinate day-to-day deliverables for Capital Markets and Wealth Management initiatives within an Agile deli

Vice President, Client Segment Marketing, Wealth Intermediaries. We're seeking a future team member for the role of Client Segment Marketing, Vice President, Wealth Intermediaries to join our Global Client Marketing team.

Collaborate with stakeholders to elicit, analyze, and document business requirements related to wealth management operations. Business Analyst, preferably in Wealth Management or Financial Services. Exposure to digital transformation initiatives in wealth platforms.

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides comprehensive solutions backed by trustedexpert

Partner with Private Wealth Client Coverage regional leads to develop new, foster, and maintain relationships with financial advisors at leading private wealth management platforms (e. Effectively coordinate across internal teams and wealth platform partners to help organize roadshows, webinars, con

As a 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. Client Solutions Group (CSG) within Asset & Wealth Management (AWM). Respond to

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.

A financial advisory firm based in New York is seeking a Senior Wealth Advisor to lead relationships with ultra-high-net-worth individuals and families. The role involves delivering integrated wealth management and family office solutions, alongside managing complex client engagements. Candidates sh

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

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

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.

Senior Wealth Advisor SAFE Act - Downtown Manhattan. The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

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.

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. General knowledge of wealth and/or a

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