Wealth Management & Private Banking Jobs
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AP/AR Manager
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...
AP/AR Manager
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...
Manager Accounts Receivable
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...
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AP/AR Manager
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...
Senior Wealth Planner
Responsibilities:Lead Complex Planning Initiatives (30%)Drive sophisticated planning engagements requiring multi-disciplinary expertiseDevelop integrated strategies across estate, tax, business succession, philanthropy, and legacy planningWork closely with advisors and internal partners to ensure alignment and executionDeliver Advanced Tax & Estate...
Manager Accounts Receivable
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...
Grow Your Wealth Management Career
Take your advisory career to the next level with opportunities at RIAs, family offices, private banks, and multi-strategy hedge funds. Selby Jennings connects professionals like you with firms that serve high-net-worth clients and value deep expertise.
Whether you're a senior financial advisor, relationship banker, client services manager, or portfolio specialist, we help you find roles where you can build lasting client relationships and deliver strategic financial solutions. Opportunities also include fund accountants, estate planning consultants, corporate development analysts, and IT project managers.
Explore positions that align with your strengths and make a meaningful impact in private wealth and investment advisory.