wealth management operations specialist Jobs - 8975
Senior Consultant Wealth Management
Infosys Consulting - All cities,NY
Employment Type : Full-Time
The Role What You ll Do As a Senior Consultant, you will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product...
Private Wealth Operations Associate - Wealth Manager in Westchester
Coda Search Staffing - All cities,NY
Employment Type : Full-Time
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
Private Wealth Management Administrative Assistant
Advantage xPO - All cities,NY
Employment Type : Full-Time
Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services...
Wealth Management Operations Specialist
Wealthstream Advisors - New York,NY
Employment Type : Full-Time
Wealthstream Advisors, Inc., a fast growing boutique wealth management firm located in New York City providing investment management and financial planning services to high net worth clients. We are looking for a Wealth Management...
Wealth Consultant
Citizens Bank - New York,NY
Employment Type : Full-Time
OverviewThe Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating...