Wealth Management Lead Jobs

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP550189 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP550186 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Preferred Gender: FEMALE Job Code: IJP561054 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP550188 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP562015 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP550187 | Source: Sodexo India

About the opportunity Empower retail investors by turning complex wealth-building tools into seamless, intuitive customer experiences. Our Investments team exists to help everyday people build a better relationship with their money and achieve long-term financial stability. We build accessible, transparent, and compliant investment products - spanning stocks, ETFs, crypto, and managed portfolios - that make wealth creation effortless for millions of users. As a Product Manager on the Investments team, you will take end-to-end ownership of key capabilities and results across one of our core Wealth building verticals. Working at the intersection of UX, product strategy, and financial engineering, you will translate complex market mechanics and regulatory requirements into simple, engaging products. You won't be managing features in isolation - you will act as the central operational node, bringing together engineering, design, compliance, legal, and external B2B partners to ship impactful, scalable products safely and swiftly. You will join an ambitious team with direct impact, high autonomy, and clear runway to drive meaningful product outcomes from day one. In this role, you will: Own a team’s Roadmap: Take full product ownership of the team’s scope, translating strategic priorities into well defined roadmaps and outcomes. Drive execution grounded in evidence: Drive the product development lifecycle for new and existing Investments features—from initial user research and technical scoping to engineering delivery, go-to- market strategy, and post-launch iteration. Navigate Complex Ecosystems : Act as the central node between engineering, design, compliance, and legal teams to safely and swiftly bring scalable products to market while adhering to strict regulatory requirements. Build Stakeholder relationships: Working closely with other teams is a fundamental aspect of the success you can have as a product manager. Building relationships with other team pl

... Address: 8th Floor Mafatlal Center Nariman Point Mumbai 400021 Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Experience: 4 - 5 years Source: Sodexo India | Job Code: IJP568080

Must Have PWD License Address: 8th Floor Mafatlal Center Nariman Point Mumbai 400021 Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Experience: 2 - 3 years Source: Sodexo India | Job Code: IJP575383

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 Robinhood is seeking a Senior Manager, Valuation to lead and execute valuation analyses for private company investments, minority equity stakes, and other illiquid financial instruments held across the organization. This role will partner closely with Technical Accounting & Financial Reporting (TAFR), Corporate Development, and the RHV Private Markets Valuation Committee to ensure valuations are well-supported, defensible, and compliant with US GAAP (ASC 820, ASC 321/323) and SEC reporting requirements. This role reports into Technical Accounting & Financial Reporting (TAFR) leadership and works closely with the RHV Private Markets Valuation Committee. This role is based in our Menlo Park, CA, New York, NY, and Chicago, IL office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you’ll do Financial Modeling & Valuation Analysis Build and maintain complex financial models (DCF, comparable company/precedent transaction analyses, OPM/PWERM, Monte Carlo simulations) to support fair value measurements of private company investments and other illiquid holdings. Perform quarterly and event-driven valuations for private equity/venture-style investments, including waterfall/allocation analyses across complex capital structures (preferred stock, SAFEs, convertible notes, warrants). Develop and refine valuation methodologies in line with AICPA Private Equity a

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. Our Government Affairs team is a small, high-impact group working at the intersection of policy, business, and Robinhood's mission. We engage with lawmakers and regulators on the issues that matter most to our customers — from digital assets and retail investing to financial access and innovation. The team works closely with Legal, Communications, and senior leadership to shape Robinhood's policy positions and represent the company at the highest levels of government. We are looking to hire a Government Affairs Associate to join Robinhood and focus on relationships with policymakers. Reporting to our VP, U.S. Government Affairs, this role will drive federal advocacy on behalf of Robinhood and advance our priority policy issues — described in more detail on Robinhood's policy site . This role is ideal for someone who is highly adaptable and can drive impact in a fast-paced environment. This is an exciting opportunity to join a growing company and add to our mission of democratizing finance for all. This role is based in our Washington, DC office, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accel

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 Regulatory Reporting team is part of Compliance and helps Robinhood meet its obligations under Firm policy, SEC rules, and FINRA regulations. We review customer complaints from many channels, decide which ones require regulatory filings, and report on what we find. We work closely with the Customer Experience team to spot complaints early and strengthen our written supervisory and standard operating procedures. We also support partners in technology, audit, fraud, and training with ad hoc requests. Joining us means getting a front-row view of how a fast-growing brokerage manages regulatory risk! As a Compliance Associate, you'll review complaints in depth to decide whether a filing is required under FINRA Rules 4530, 4513, and 2360(b)(17). You'll coordinate how complaints are collected, ingested, and reviewed, run quality assurance checks, and escalate high-risk cases. You'll also prepare complaint reports for regulators and senior leadership. Your analysis will show where complaint trends are coming from and help the team improve its processes before issues grow. You'll turn what you learn into clear metrics and recommendations that leaders can act on! This role is base

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. We're looking for an exceptional Futures Risk Program Manager to help shape the future of our core platforms, products, and customer experiences. FinTech is one of the most complex and rapidly evolving spaces in technology, and the challenges we're tackling require deep innovation, critical thinking, and scale that don't always have strong precedents. You'll take on a highly influential role shaping vision and execution across key strategic initiatives. You'll partner with cross-functional leaders, contribute to high-impact decisions, guide complex projects from concept to completion, and mentor others on the team. This is a role for someone who leverages modern tools and cutting-edge methodologies as a core part of how they solve problems, and raises the bar for everyone around them. This role is based in our Chicago, IL, with in-person attendance expected at least five days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Design and implement a comprehensive risk manag

The CPWM - NIC Resource Officer is considered a subject matter expert on investment and banking procedures and processes. The Resource Officer will work on a team comprised of Wealth Solutions Advisors with a focus on delivering advice and service to Citi investment and banking clients. The Resource Officer provides first level support and escalation to licensed associates, internal partners and clients. They handle escalated customer inquiries and ensure client requests/problem resolution is handled promptly and seamlessly. The Resource Officer works closely with business partners to review front line metrics (e.g. questions raised, frequency of escalated items, etc...) and use that data to develop individual and team based coaching opportunities. Responsibilities: Addresses procedural / process related questions and concerns from associates and assists with problem resolution. Resolves escalations from clients, Wealth Teams, senior leadership or executive levels. Provides point of call resolution, a research/escalation resource and partners with process specialists to research and resolve client requests. Supports an expansive and/or diverse array of products/services (e.g. Investment, banking, mortgage). Liaises with strategic partners, managers and department to resolve client requests promptly and achieve excellent internal and external customer service. Documents, tracks and monitors items escalated to them to ensure a timely resolution. Tracks all items using internal tracking system. Responsible for keeping detailed records of open client issues and monitoring them accordingly. Works with business partners in identifying performance issues, drafting and executing team and individual based training. Collaborates with training partners to align coaching efforts with training strategy, focusing on knowledge and

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 International engineering team's mission is to expand Robinhood's products globally and scale our platform to support millions of new customers in diverse markets. We build and maintain experiences across onboarding, funding, account setup, localized product experiences, growth incentives, and platform capabilities to operate in new jurisdictions. Our engineering team partners closely with product, design, compliance, marketing teams, along with an array of platform engineering teams to launch new products and optimize user acquisition globally. We prioritize technical rigor, system reliability, and quick execution to deliver reliable products to our growing customer base. Our culture is centered on clear communication, strong team partnership, and a commitment to helping people manage their financial lives! As a Senior Full Stack Software Engineer , you will be a core technical driver for Robinhood’s global expansion initiatives. You will bridge high-performance frontend interfaces with resilient backend distributed systems, architecting and delivering localized customer experiences—from multi-currency funding and international onboarding to regional asset t