Wealth Management Lead Jobs

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 Redesign team refreshes core Robinhood products and ships incremental improvements across the platform. We take an experimentation-first approach on highly visible, user-facing surfaces to test ideas broadly and move quickly. Our team culture values confidence, flexibility, and the ability to navigate ambiguity with minimal requirements. We collaborate closely with Product Managers to balance user experience with business metrics. As a Senior Product Designer, you will be accountable for high-quality visual craft, which is a primary focus of this role. You will rapidly generate and test a broad range of user experience concepts across multiple business domains. In this position, you will confidently present your work to executive leadership and defend design decisions that involve complex business trade-offs. You will work on high-visibility surfaces to shape how millions of users interact with our core features. Your ability to collaborate effectively and build strong professional relationships across product groups will be essential to your success! This role is based in our Menlo Park, CA or New York, NY office(s), with in-person attendance expected at lea

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. As a Senior Software Developer on this high-impact team, you’ll collaborate across engineering, business, operations, and vendor channels to support critical infrastructure. Most product initiatives begin with us, as we enable reliable, scalable access to financial instrument data across Robinhood! Your work will help drive new feature rollouts and product expansions across multiple lines of business! The WonderFi team including Coinsquare and Bitbuy, is now part of Robinhood and gives the company a direct path into the regulated Canadian crypto market through WonderFi’s licenses, platforms, and existing customer base. As part of the transition, Robinhood is gradually migrating eligible WonderFi customers onto the Robinhood Canada platform, with Bitbuy and Coinsquare accounts moving to read-only mode after migration while customers retain access to past transactions and tax documents for a period of time. These roles are based in our Toronto, ON, Canada office, with hybrid attendance expected at least 3 days per week. What you’ll do ● Build scalable systems and backend components, balancing stability, performance, and maintainability ● Design, implement, test, and dep

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 Data Engineering team builds and maintains the foundational datasets that power decision-making across Robinhood. We design reliable, scalable data systems that support product analytics, growth strategy, financial reporting, experimentation, and machine learning. The team partners closely with Product, Engineering, Data Science, and Finance to ensure accurate, well-modeled data is available to teams across the company. Our work directly influences how Robinhood measures performance, improves customer experience, and scales its products. As a Senior Data Engineer, you will design, build, and evolve core datasets that track product performance and company-wide metrics. You will develop scalable data pipelines that ingest application events and database snapshots into our data lake, ensuring high data quality and reliability. You’ll collaborate with application engineers to improve data generation patterns and with analytics teams to design intuitive, well-documented data models. This is an opportunity to shape the technical foundation that supports data-informed decisions across the organization! This role is based in our Menlo Park, CA office, with in-person attend

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. As a Software Engineer, you’ll build and own backend services, infrastructure, and data systems that support Robinhood’s core financial products. You’ll solve complex scalability challenges while gaining deep expertise in U.S. financial systems and making a direct impact on the products used by millions. The Brokerage team’s mission is to pave the way for launching new features, expanding into diverse financial services, and welcoming millions more people into the financial system. The team owns critical services that support trading and brokerage infrastructure and partners closely with other engineering, product, and operations teams across Robinhood. The Incentives team drives user growth and engagement through both strategic incentives and platform capabilities. One sub-team focuses on increasing net deposits by testing incentive and non-incentive levers, while the other builds Robinhood’s centralized, scalable platform to support personalized, company-wide rewards. The Identity team protects both Robinhood and its customers by preventing fraud and ensuring regulatory compliance. They own key systems for identity verification, KYC, and fraud prevention across all product

This is related to banking documentation. Collecting documents from Customer and submission in bank. Basic knowledge of banking documentation is desired. Address: Altimus 2501 25th Level Pandurang Budhkar Marg Worli Mumbai Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Experience: 1 - 2 years Source: Sodexo India | Job Code: IJP562906

This is required for Electrical & DG support. This is for 24 7 operations Address: Altimus 2501 25th Level Pandurang Budhkar Marg Worli Mumbai Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Experience: 1 - 2 years Source: Sodexo India | Job Code: IJP557295

About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About the role As Head of Regulated Industries – Customer Success at Anthropic, you'll lead the Success teams responsible for our most complex Financial Services (FSI) and Healthcare & Life Sciences (HCLS) customers. Think banks, insurers, asset and wealth managers and financial data providers; health systems, hospitals and payers; and pharmaceutical, biotech and life-sciences organizations. You'll directly coach and develop a team of Customer Success Managers who drive value across the full product portfolio (Claude Platform, Claude Code, Claude Cowork). These are organizations where deployment runs through compliance, procurement, security review, model risk and legal before it reaches an end user. You'll partner day to day with the Regulated Industries sales organization so that customers experience one Anthropic from first conversation to production. You'll turn what works at one regulated customer into a methodology that works at the next. That means success plans that anticipate the governance gates. Executive programs that reach the CIO, CISO, CRO and compliance leaders who decide whether Claude gets deployed. Expansion plays that survive long procurement cycles. You’ll inherit a partially formed team, spanning individual contributors and managers. You'll hire and run the initial team yourself. As the book expands you'll continue to add managers underneath you and manage through them. We're looking for someone who has already led a success business in regulated environments and wants to build the operating model that lets it scale. Responsibilities: Directly manage and develop a team of Customer Success Managers covering Fi

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 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.

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

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 Customer Experience Associate role offers a unique opportunity to build a career in financial services by supporting our users through complex financial topics. As a member of this team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your job is not only to help our customers, but to help us learn as a company from each interaction, so that we can make our customers' experience using our products as seamless as possible. We demonstrate insane customer focus related to a range of needs from simplistic to complex through chat, email, and phone channels. This is an unlicensed role focused on providing high-touch support and guidance on our financial products and platform features. Location