Wealth Advisor Jobs

CAPCO POLAND We offer a flexible collaboration model based on a B2B contract, with the opportunity to work on innovative AI and automation initiatives for leading financial institutions. At Capco Poland, we're not just another consultancy – we're the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we help clients tackle complex challenges across banking, payments, capital markets, wealth, and asset management. ENGAGEMENT OVERVIEW We are seeking an experienced AI Agent Engineer (Power Platform & Copilot Studio) to join our growing team and support the development of AI-driven automation solutions across enterprise business processes. This role requires strong hands-on experience with Microsoft Power Platform , particularly Copilot Studio , alongside a solid understanding of Generative AI concepts and conversational AI development. The scope of services includes designing, developing, and deploying intelligent AI agents that improve operational efficiency, enhance user experiences, and drive business value. Collaborating with business stakeholders, product owners, and technology teams, you will deliver scalable, secure, and high-quality AI solutions aligned with governance standards and best practices. KEY RESPONSIBILITIES AI Agent Development Design, develop, and deploy AI agents and automation solutions to support business process optimization. Build and maintain conversational AI solutions using Microsoft Copilot Studio and the wider Power Platform ecosystem. Design effective conversational flows and user experiences. Integrate AI solutions with enterprise applications, APIs, and business processes. Implement monitoring, analytics, and continuous improvements to enhance solution performance and adoption. Solution Delivery Collaborate with business and technology stakeholders to gather requirements and define solution designs. Translate business needs into scalable

CAPCO POLAND * We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. THE ROLE The engagement combines strong Cloud and Platform Engineering expertise with a solid understanding of Generative AI technologies and a consulting mindset. You will collaborate with architects, engineering teams and business stakeholders to define integration approaches, facilitate architectural alignment and translate technical concepts into implementable solutions. We are looking for someone comfortable operating at the intersection of solution architecture and hands-on engineering – discussing how enterprise applications and platforms should integrate, recommending appropriate technical approaches and contributing to their implementation. SCOPE OF COOPERATION Designing and implementing cloud and platform solutions based on AWS and/or Azure Building and evolving cloud infrastructure using Terraform / Infrastructure as Code Contributing to the architecture and implementation of solutions leveraging Generative AI and LLM technologies Designing integrations between cloud/AI platforms and enterprise technologies such as Grafana, Collibra, Splunk, Kubernetes, LeanIX, Envoy and LiteLLM Collaborating with client architects and engineering teams to define integration patterns, interfaces and technical solutions Facilitating architectural alignment across multiple teams and stakeholders Translating business and technical requirements into scalable solution designs Combining architectural thinking with practical, hands-on implementation Identifying technical dependencies, risks and trade-offs and communicating them clearly to stakeholders Working within an Ag

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department: The FTT – Operations group develops and supports products that power the daily operations of the Middle and Back Office. The team collaborates closely across functions to deliver reliable, scalable solutions that drive business efficiency. Joining this group means working in a dynamic, technically driven environment where innovation and teamwork are valued, and your contributions directly impact operational success. How You Will Add Value? Core Responsibilities: You will design and build software solutions with product owners to meet business needs. You will manage product backlogs and prioritize development tasks. You will participate in sprint and release planning activities. You will develop, test, and maintain high-quality code. You will conduct code reviews and ensure adherence to standards. You will support deployments and optimize performance. You will build full-stack applications across services, APIs, and infrastructure. You will collaborate with analysts

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Head of Franklin Crypto Capital Formation The Head of Franklin Crypto Capital Formation function is dedicated to growing the firm’s investor base, driving capital formation and fostering robust, transparent, productive relationships with our investors. Our mission is to ensure that our Limited Partners (LPs) and other stakeholders, including the global distribution teams, are well-informed, engaged, and confident in their investments with Franklin Crypto. The team works collaboratively with the division’s leadership, investment professionals, global distribution team and external stakeholders to ensure a cohesive and effective investor relations strategy, one anchored in best-in-class client experience. Our firm executes a diverse array of scalable, institutional investment strategies spanning open- and closed-end funds, including hedge funds, venture and private credit funds, across seed stage, early venture stage, and public crypto token and equity investing. The Capital Formation function serves to (a) lead capital formation across our full platform of cryptonative open- and closed-end funds, hedge funds, venture and private credit funds sourcing commitments from both c

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Senior Administrative Assistant We are looking for a Senior Administrative Assistant to join the Franklin Templeton Crypto team. The role will be based in New York City. In this role, you will provide support to leaders in multiple functions across the team as well as partner with other members to support the broader Franklin Crypto organization. What are the ongoing responsibilities of a Senior Administrative Assistant? Provide administrative support to executives; responsibilities include calendar maintenance, meeting coordination, staff relocations, phone coverage, ordering office supplies, email correspondence, incoming/outgoing mail, filing, and scanning. Manage day-to-day communication between executives and company staff or outside business clients and contacts. Coordinate complex domestic and international travel plans. Assist with creation of travel binder, including agenda details and subsequent expense report submission process. Ensure that department invoices and expense reports are processed timely and accurately. Take and maintain meeting

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About Enterprise Vendor Management The Enterprise Vendor Management team drives firm-wide strategic sourcing and vendor optimization to support Franklin Templeton’s global investment operations. We partner with technology, business, legal, and risk teams to secure high‑quality vendor services while managing cost, risk, and performance. Team members collaborate across regions, work on high‑value commercial initiatives, and gain exposure to complex negotiations and global sourcing strategy. Joining this team provideas hands‑on experience with high‑impact negotiation, supplier management, and enterprise‑wide transformation initiatives. How will you add value? Core Responsibilities: Manage a large technology spend portfolio Partner with technology and business teams to understand requirements. Lead & Drive Strategic Sourcing initiatives with key stakeholders. Manage assigned technology spending, including software and services. Lead & Oversee end‑to‑end supplier relationships. Review

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the department: The Global Compliance Transaction Monitoring Team at Fiduciary Trust Company International helps protect the organization from money laundering, sanctions, and terrorist financing risks. The team monitors client activity, reviews higher-risk transactions, conducts sanctions screening, and supports regulatory reporting requirements. Team members work closely with compliance, risk, and business stakeholders to strengthen the firm’s control environment and support regulatory compliance across global operations. How you will add value? Core Responsibilities: You will administer the GIFTS transaction monitoring platform. You will support the Threat matrix monitoring program. You will conduct Anti-Money Laundering investigations. You will perform quality assurance reviews. You will consolidate alerts and case information. You will maintain search-list profiles within GIFTS. You will oversee daily monitoring operations activities.

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Team & Role Overview About the Team and Department Franklin Templeton Investment Solutions (FTIS) brings together investment, research and product expertise to develop and manage multi-asset strategies. Within FTIS, the Retirement Solutions team combines expertise in strategic and dynamic asset allocation, glide path design, portfolio construction, risk management, and underlying investment selection, leveraging Franklin Templeton’s global investment platform across public and private markets. Working closely with plan sponsors, consultants, recordkeepers, and distribution partners, FTIS delivers retirement solutions that support the evolving needs of participants and retirement systems across U.S. and international markets. About the Role The Solutions Portfolio Manager – Retirement Solutions will serve as a retirement and target date subject matter expert, supporting the growth of FTIS’s retirement business across U.S. institutional, recordkeeper, intermediary and internationa

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together. Position Overview

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the department: Our Middle Office Client Services team supports trading, investment operations, and loan administration across complex financial instruments. Working closely with Traders, Portfolio Managers, Legal, Compliance, and external partners, the team ensures accurate settlements and strong operational controls. Team members gain exposure to sophisticated loan products, contribute to process improvements, and build valuable cross-functional relationships in a dynamic environment. How you will add value? You will lead, coach, and develop bank loan operations team members. You will oversee trade capture, allocations, and lifecycle events. You will manage primary and secondary loan settlements. You will resolve settlement exceptions and reconciliation breaks. You will oversee corporate actions and loan restructuring activities. You will maintain security master data accuracy and integrity. You will oversee workflows across Aladdin, Wall Street Office, ClearPar, and related platforms. You

About Paytm Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. ABOUT THE ROLE Digital Gold & Silver is one of the fastest-scaling propositions in the Wealth portfolio. As Senior Business Analyst, you will own the numbers end to end from acquisition through retention, churn, revenue and GMV. This is not a reporting role: you will frame problems independently, find root causes, size opportunities, and convert them into growth recommendations that Marketing and Business teams act on. KEY RESPONSIBILITIES Business Insights & Growth • Drive data-led growth across the acquisition, retention, churn, revenue and GMV lifecycle. • Own deep-dive analytics to identify key drivers and opportunities for acquisition, engagement, retention and churn reduction. • Drive Revenue and GMV growth in line with the Annual Operating Plan (AOP) through actionable insights and growth recommendations. Customer & Lifecycle Analytics • Analyse cohorts, journeys, segments and behavioural trends to improve customer lifetime value and repeat transactions. • Build cohort and retention frameworks (D0/D7/D30, monthly triangles) across new, reactivated and repeat users. • Diagnose churn and cancellation drivers and recommend structural fixes, not surface-level corrections. Campaign Efficacy & Attribution • Measure and optimize campaign efficacy — identifying the right segments, propositions, channels and levers to maximize incremental GMV and revenue. • Conduct funnel, cohort, campaign and attribution analysis to identify performance gaps and recommend corrective actions. • Reconcile promotional burn against incremental GMV; establish ROI and cost-per-incremental-user benchmarks by campaign and segment. • Ana

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood is seeking a Software Engineer to join the Enterprise Build team: the small, high-leverage team that turns the company's best AI-built prototypes into true enterprise-grade services. Robinhood has gone all-in on an AI-accelerated workforce: every week, Hoodies across Finance, HR, Legal, Compliance, and beyond use sanctioned AI tools to build working prototypes of the tools they wish they had. The best of those ideas deserve to become real software. That is this team's entire job, and yours. The team is built on the premise that AI multiplies what a senior engineer can own: agents do the first pass of assessment, porting, and scaffolding; you review, harden, and decide. The work is a distinctive loop. A prototype earns real usage in our experimental sandbox and arrives thro

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Load and Fault team sits within Robinhood's Developer Infrastructure organization, with a mission to give every engineering team the tools they need to test their services under real-world conditions before those conditions test them in production. We build the platforms and frameworks that enable load testing, fault injection, and resilience validation at scale — treating reliability as a developer productivity problem, not just an operations one. Our work directly raises the quality bar for every service Robinhood ships, and we partner closely with engineering teams across the organization to make resilience testing a seamless part of the development workflow. As a Senior Software Engineer on the Load and Fault Environments team, you will design and build the infrastructure that lets Robinhood's engineers simulate

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Capacity & Efficiency Engineering team builds the software that manages, governs, and reduces Robinhood's AWS cloud spend, operating at the intersection of cloud infrastructure, data engineering, and FinOps. The team owns the full lifecycle of cloud cost: the data platforms that make spend transparent and attributable, the anomaly detection and forecasting systems that make it predictable, the automation that continuously rightsizes infrastructure at fleet scale, and the capacity planning and commitment strategy that keep a bursty, latency-sensitive trading platform both reliable and cost-effective. Our work carries CEO-level visibility and has already driven millions of dollars in annualized savings. We partner closely with Data Science, Infrastructure, Finance, and product

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Technical Recruiting team partners with Engineering, Security, Data, and other technical orgs to build the teams behind Robinhood’s products and infrastructure. We work closely with hiring leaders to plan hiring, build strong pipelines, and deliver a high-quality, consistent candidate experience. We care about clear communication, strong partnerships, and continuously improving how we hire. As a Technical Recruiter, you’ll own full-cycle recruiting across a range of technical roles. You’ll partner with hiring managers and senior leaders in Engineering to define what great looks like, develop effective sourcing strategies, and drive consistent pipeline activity. You’ll collaborate closely with peers to share insights, improve workflows, and keep hiring moving efficiently. Th