Wealth Management Lead Jobs

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Virtual Financial Advisor within PNC's Wealth Management organization, you will be remote within the PNC foot print. Note, CST/PST and bilingual Spanish preferred. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making refe

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in multiple locations within PNC'

Business Development Associate (Wealth Management) — Atlanta, Georgia, United States of America. Apply via Workday.

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in the Denver, CO market. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our va

Standort: Frankfurt (Hybrid) | Practice Area: Wealth & Asset Management | Anstellungsart: Unbefristet Gestalte die Zukunft der Investment- und Beratungsservices im Private Banking im Rahmen einer bedeutenden globalen Transformation. Die Rolle Capco sucht einen Senior Business Analyst zur Unterstützung einer bedeutenden globalen Private-Banking-Transformation mit dem Ziel, die End-to-End-Landschaft für Investment & Advisory neu zu gestalten. Im Rahmen des Programms wird Aladdin Wealth als strategische globale Plattform für Advisory und Portfolio Construction eingeführt. Gleichzeitig wird die gesamte Investment-Wertschöpfungskette transformiert – von den Client- und Relationship-Manager-Journeys über Servicemodelle und Profiling bis hin zu Suitability, Portfolio Construction, Discretionary Portfolio Management, Execution, Reporting und Servicing. Du bringst fundierte fachliche Kenntnisse im Private Banking, Wealth Management und in Investment-Advisory-Prozessen mit und unterstützt dabei, komplexe geschäftliche, investmentbezogene und regulatorische Anforderungen in klare und umsetzbare Plattformanforderungen zu übersetzen. Dabei spielst Du eine wichtige Rolle bei der Harmonisierung von Advisory Journeys und Investment Services über verschiedene Regionen hinweg sowie bei der Vereinfachung und Ablösung ausgewählter Legacy-Plattformen. Deine Aufgaben Du gestaltest ganzheitliche Investment-Advisory-Journeys – von der Auswahl des Servicemodells über Client Profiling, Suitability und Portfolio Construction bis hin zu Investmentvorschlägen, Execution und Reporting. Du definierst Anforderungen für Suitability & Profiling , einschließlich Risiko, Knowledge & Experience, ESG, Eligibility und Investmentrestriktionen. Du entwickelst Anforderungen für Portfolio Construction und Advisory , einschließlich Asset Allocation, Investmentmodellen, Risikobetrachtungen und kundenspezifischen Restriktionen. Du unterstützt DPM / Discretionary Portfolio Management -Funktionali

Education Degree, Post graduate in Computer Science or related field (or equivalent industry experience) Experience Extensive knowledge of Wealth Management, architecture, modules and hands on experience of front to back implementation of Wealth Management Suite Minimum 8 years of experience in Wealth Management Must have good experience of handling Trade Life Cycle Must have experience in implementing End to End solution in Wealth Management Must have good experience in API integration. Technical Skills Should have development experience in SQL-languages with understanding of SQL-databases Excellent understanding of the Asset Management and Investment Banking Experience in Business Analysis and System Implementation with extensive experience in Trading platforms Working knowledge of industry related protocols including FIX, EMSX and TSOX Experience in Wealth Management and Trading systems including Advent, SAXO, SWIFT, Bloomberg, Reuters General understanding of event driven systems Functional Skills Experience in Banking, Financial and Fintech experience in an enterprise environment preferred Experience in following best Coding, Security, Unit testing and Documentation standards and practices Experience in Agile methodology Effectively research and benchmark technology against other best in class technologies Focus on quality of the deliverables to ensure long term stability of the system Soft Skills Able to influence multiple teams on technical considerations, increasing their productivity and effectiveness, by sharing deep knowledge and experience Self-motivator and self-starter, Ability to own and drive things without supervision and works collaboratively with the teams across the organization Have excellent soft skills and interpersonal skills to interact and present the ideas to Senior and Executive management

FINRA Supervisory Specialist - PNC Wealth Management — 15 Locations. Apply via Workday.

DR ASHWANI KUMAR VIJ : have been retained to select : 2 Regional Head / DGM / GM - Wealth Management (Sales and Business Development ) for a growing Financial services and Advisory organisation. Profile Desired : - Marketing a range of financial products and advisory services to potential clients ie mutual funds, Bonds, equity advisory, real estate advisory, structured products. - Would be responsible for building and maintaining a long term business relationship with portfolio of financial clients, private client wealth management and asset allocation planning and wealth distribution and estate planning etc. - Would be required to actively source and prospect for new clients with the assistance of small team of Sales professionals. Qualification Desired : MBA from Premium Institute Experience Desired : 8-12 Years. Age Preferred : Below 35 Years. WFH Option is available Salary : Attractive + Sales Incentives Email Complete / Structured CV, with Scanned copy of Visiting Card, Salary Drawn / Expected details at : DR ASHWANI KUMAR VIJ : President : Sales Recruitment

Banamex Audit Manager Consumer Banking, Wealth Management — Ciudad De Mexico Distrito Federal Mexico. Apply via Workday.

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are 🧩 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do 🚀 📍This position will be located in multiple branches including; Central Region and Scottsdale Serve the investment and planning needs of Credit Union Members utilizing a Total-Needs Based selling approach. Help members identify financial goals and objectives from face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and lifecycle objectives. Establish relationships through continuous periodic reviews as an essential part of the Total-Needs Based Sales process. Participate in local and community activities necessary to cultivate business outside of the Credit Union. Present a professional image and cultivate a strong working relationship with Credit Union associates, members, and other key people involved in the Credit Union. Cultivate strong working relationships and build trust among credit union staff by attending and participating in staff meetings and other credit union staff functions. Implement the phases of the marketing plan created with the officer over investment services to generate targeted appointment benchmarks with members. Attain commission goals and activities according to standards. Cultivate business through community involvement. Partner with branch management, lending and Business Services associates to build profitable relationships. C

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status

About the Team OpenAI is building AI products for serious professional work. We’re going deep on finance with a committed team focused on unlocking the potential of AI in this vertical: working closely with industry experts and users to build bespoke solutions that help finance professionals do real work. OpenAI’s Financial Services team works closely with customers to understand where AI can improve the economics and quality of financial work: faster diligence, broader research coverage, sharper client materials, more accurate models, and better investment analysis. Our work spans workflows across investment banking, equity research, private equity, asset management, wealth management, insurance, and other parts of finance. We bring together OpenAI’s models, financial data, and enterprise knowledge to build products that fit how financial professionals work. About the Role We’re looking for a Product Manager to help define and build OpenAI’s financial services products. Reporting to the GM of Financial Services, you will own product strategy, roadmap, and execution for key experiences, taking them from customer discovery and early prototypes through launch, adoption, and iteration. This is a hands-on role. You will spend time with bankers, investors, analysts, and other finance professionals; build and test early product experiences; and work closely with Engineering, Design, Research, and customer-facing teams to ship. You should have strong judgment about both the product experience and the work it produces. You will also form a vision for how AI can change the financial services space and can translate that into product execution. In this role, you will: Own product strategy and priorities. Work with the GM to identify the most valuable customer problems and translate them into a clear roadmap. Make decisions about what to build, what to defer, and where partners or shared OpenAI capabilities can best meet the need. Go deep on financial workflows. Sit with custo

Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management. We have Lending representation across 8 countries to provide seamless coverage to our Global clients. Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loan s and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. Responsibilities include : Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients. Curate a high performing team culture through coaching and mentoring team members and collaboration with colleagues across the US and Internationally. Establish a reputation of execution and excellence. Create a strong partnership with the Citi Private Bank (“ CPB ”) Banker teams to proactively identify lending opportunities with their clients and prospects <sp

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. About the Department: Our AI Engineering team develops and scales production-ready Generative AI and Agentic AI solutions that help solve complex business challenges and accelerate innovation across the organization. The team brings together AI engineers, architects, and business stakeholders who work collaboratively to design, build, and deploy secure, enterprise-grade solutions on Microsoft Azure. Joining this team offers opportunities to work with emerging technologies, influence AI standards and best practices, and contribute to high-impact initiatives in a collaborative and growth-oriented environment. How Y

Paytm Money is building the next generation of wealth management and investment products for India. As a Growth, Process & Data Specialist at the, you will sit at the intersection of analytics, CRM, and growth strategy - owning the data infrastructure and intelligence layer that powers our user acquisition, engagement, and retention campaigns. This is a high-ownership, cross-functional role where you will independently drive cohort analytics, campaign attribution, CLTV modelling, and business review reporting, while acting as the primary bridge between the CRM and Data teams. Key Responsibilities - Own end-to-end campaign operations: campaign intake, requirement understanding, audience setup, communication configuration, QA, launch, monitoring and post-campaign closure • Translate growth / CRM briefs into clear execution plans covering audience, eligibility, triggers, journeys, channel, frequency, dependencies, timelines and success metrics • Manage campaign execution across CRM channels such as Push, WhatsApp, SMS, Email and in-app, using platforms such as CleverTap / Seller Panel or equivalent • Partner with Data / Analytics teams to define cohorts, segments, event logic and data requirements; ensure audience accuracy and campaign eligibility before launch • Establish rigorous campaign QA and governance covering copy, links, variables, deep links, targeting, suppression rules, frequency caps, scheduling and tracking • Own campaign calendars and operating rhythms, prioritising multiple campaigns and ensuring timely delivery with minimal execution errors • Monitor live campaigns, identify delivery / targeting / performance issues, coordinate resolution and maintain campaign health dashboards / trackers • Drive campaign measurement and post-campaign reporting, including delivery, engagement, conversion, incremental impact and key learnings; feed insights back into future campaigns • Coordinate closely with Growth, Product, Analytics, Design, Content, Tech and Compl