Wealth Management Jobs
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Asset Management Portfolio Analytics & Ops Associate
ResponsibilitiesTake full responsibility for overseeing and coordinating workflows, including tasks like loan finalizations, quarterly financial updates, and daily system operations essential to business reporting.Develop, enhance, and align internal processes and policies with systems to improve performance-emphasizing strong controls, efficient p...
Financial Advisor
Location (REMOTE): Albany, NY - MUST be located in Capital RegionJob Type: Full-timeCompensation: $90,000 - $150,000 base salary + bonusAbout Our Client:Join a distinguished wealth management firm with a strong focus on research-driven decision-making, offering tailored solutions to meet the diverse needs of their clients. The firm's expertise span...
Head of Deposit Growth & Acquisition
Responsibilites:Define and execute the overall strategy for the retail deposit portfolio, aligning with broader business goals.Lead the design, development, and management of deposit products and propositions.Monitor and optimize product performance, including profitability, growth, and market share.Collaborate with marketing, digital, analytics, ...
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QA Engineer
Selby Jennings is currently partnered with leading financial technology provider in need of a Software Developer in Test (SDET) to work on the firm's investment products that enable Investment advisors to better service their clients . In this role, you'll bring practical knowledge of agile development methodologies and engineering best practices. ...
Trust Manager Bank Trustee
As a Trust Manager, you will play a crucial role in the onboarding process of new trust clients. You will be responsible for ensuring a seamless and efficient transition for clients, providing them with the highest level of service and support. Your key responsibilities will include:Client Onboarding: Manage the end-to-end onboarding process for ne...
Trust Advisor
Location: Boston, MA (Hybrid: 3 days in-office, 2 days remote with manager approval)Job Overview: Our client is seeking a Trust Advisor to join their Fiduciary Services team. This role involves supporting Trustees and Clients by managing various needs with minimal supervision. The ideal candidate will be adept at navigating different personalities ...