Wealth Management & Private Banking Jobs

Key ResponsibilitiesAccounts Receivable & Client BillingOwn monthly/quarterly client billing, including fee calculations, invoicing, adjustments, and documentation.Coordinate custodian fee debits and reconcile postings to custodial statements.Maintain accurate billing data (AUM, fee schedules, households) across CRM and portfolio systems.Monitor A...

Key ResponsibilitiesBilling & Invoicing ManagementOversee quarterly billing cycles for clients and advisors, including preparation, execution, reconciliation, and adjustmentsEnsure accurate fee calculations, manage error resolution, rebates, and account closuresCoordinate fee collection efforts with third-party vendorsPartner with advisors to resol...

Position OverviewThe President of Trust will serve as the senior executive responsible for the strategic leadership, regulatory compliance, and operational excellence of our client. This role requires a visionary leader with deep expertise in trust services, fiduciary responsibilities, and financial regulations, combined with a strong passion for B...

Key ResponsibilitiesBilling & Invoicing ManagementOversee quarterly billing cycles for clients and advisors, including preparation, execution, reconciliation, and adjustmentsEnsure accurate fee calculations, manage error resolution, rebates, and account closuresCoordinate fee collection efforts with third-party vendorsPartner with advisors to reso...

ResponsibilitiesDeliver end‑to‑end administrative assistance to senior leaders and designated teams.Independently manage complex calendars, assessing priorities and making informed decisions on meeting scheduling and rescheduling based on urgency and business needs.Coordinate meetings involving internal colleagues and external parties, including ar...