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Wealth Relationship Manager Jobs

301 active opportunities · Updated for October 2026

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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

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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 cohort analytics across the user lifecycle - acquisition, activation, engagement, and churn - and translate insights into actionable growth strategiesDesign and maintain user scoring models (engagement, propensity-to-invest, churn risk) to enable intelligent segmentation and personalised CRM campaignsBuild and manage data pipelines and Looker Studio dashboards to provide self-serve reporting for growth, CRM, and leadership teamsDevelop and iterate on multi-touch campaign attribution models and Customer Lifetime Value (CLTV) frameworks to measure ROI and guide retention investmentDefine audience segments, trigger logic, and data contracts for CRM automation tools (Seller Panel / CleverTap or equivalent) to enable precise, data-driven campaign executionCreate and own structured PowerPoint decks for weekly, monthly, and quarterly business reviews - synthesising data into crisp narratives for leadership and cross-functional stakeholdersDrive standardised processes for campaign planning, data QA, A/B test design, and performance reporting across the growth function Who We're Looking For 3–6 years of experience in growth analytics, CRM analytics, or a data specialist role, preferably in fintech, consumer internet, or BFSI Strong hands-on proficiency in SQL & dashboards, with demonstrated experience building cohort analyses, funnel analytics, and behavioural se

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new account

aisalesforcefinance
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R
10 days ago

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 Core Data Engineering team is responsible for designing and building all foundational datasets used across Robinhood and within our operational business areas. We build the foundational data models and core data layers that are consumed by downstream users, ensuring high data quality and reliability. We also develop internal data and AI tooling that enables teams across the company to scale their data development workflows efficiently. Our team collaborates with engineering, product, brokerage, crypto, and marketing teams to expand and grow Robinhood's products around the world ! We also partner with Machine Learning teams to build robust training datasets that power intelligent product features. As the Engineering Manager for our Toronto Data Engineering team, you will lead a team of exceptional engineers and drive the execution of key data initiatives. In this role, you will balance technical leadership with people management, dedicating approximately 60% of your time coaching and 40% to hands-on technical contributions, such as code and architecture reviews. You will drive roadmap planning and establish clear goals for the team, particularly as we expand into new mark

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Joining Capco means becoming part of an innovative and dynamic consultancy firm, committed to fostering an inclusive environment where you are encouraged to #BeYourselfAtWork. We embrace individuality as a key factor in promoting diversity and inclusion, values that sit at the core of our success. We aim to attract a wide variety of talented professionals with different skills and experiences. If you require any adjustments to support your application process, please feel free to inform us at any stage. ABOUT CAPCO Capco is a global technology and business consultancy that is passionate about supporting clients in the financial services sector to grow and succeed in today's ever-changing world. We are: Experts in banking, capital markets, payments and asset and wealth management. Trusted advisors in core banking, securities and wealth management transformation, regulatory change, risk management and technology modernization. A company dedicated to continuous development and excited to welcome top talent to help us drive innovation and deliver lasting results. A business built on agility, collaboration, and entrepreneurial spirit. THE ROLE As a Temenos Configuration Specialist - Securities, you will play a key role in delivering a complex core banking and securities transformation for a leading Swiss financial institution. You will focus on the functional configuration, integration, testing, and deployment of Temenos Securities and related Temenos Core / Transact capabilities. Working across securities operations, business analysis, architecture, and technology, you will translate business requirements into robust configuration solutions supporting highly automated front-to-back trade processing, settlement, position management, custody, and asset servicing. YOUR CAPCO DAY Configure securities products, instrument and processing parameters, transaction rules, settlement instructions, fees and commissions, custody and position settings, exception handling, and asset-s

sqlswiftaccounting
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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 Developer Infrastructure org is the engine behind Robinhood's entire engineering organization — a collection of tightly integrated teams whose collective mission is to make every engineer at Robinhood faster, more reliable, and exponentially more productive. The org spans four major teams: DevX (Developer Experience), TestX (Test Infrastructure), Backend Platform, and Mobile Platform. DevX owns Robinhood's monorepo and Bazel-based build infrastructure — the critical layer between a developer writing code and that code being ready to ship — along with the company's full CI/CD pipeline and remote build execution cluster. TestX owns the infrastructure behind Robinhood's entire test experience: the integration test environments, and personal development environments that serve as miniature simulations of the full Robinhood system, giving engineers a safe, isolated space to test their code end-to-end before it ever touches production. Backend Platform and Mobile Platform own the core language runtimes, libraries, IDEs, and developer toolchains across Python, Go, TypeScript, Swift, and Android. Together, these teams share a single north star: leveraging AI and agentic systems

typescriptpythonaws
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R
Robinhood
📍 Ljubljana• Full-time
19 days ago

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 Prime team's mission is to build Bitstamp's prime brokerage for institutional clients — the platform that lets hedge funds, market makers, and professional trading firms fund, trade, borrow against, and settle positions at scale. We build the systems that move real institutional money: cross-venue settlement, credit against collateral, matched-book lending, and the bridge that brings tokenized securities to our order book. These are correctness-critical systems where a wrong answer can't be cheaply undone — getting them right is the whole job. As a Senior Software Engineer , you will own the design and end-to-end delivery of the systems at the core of that mission. You'll lead other engineers through problems of high ambiguity, set the technical bar for how we build for failure and not just the happy path, and be a go-to technical partner for the team, our stakeholders, and our counterparts across Robinhood. This role is based in our Slovenia office, 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 intenti

pythonawsai
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R
19 days ago

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 talented and motivated iOS Developers to join our Apple Design Award winning team to help expand Robinhood's mobile experience. As a Software Developer Intern, iOS, you'll build smooth, stable, and beautiful products used by millions of people every day. You'll own features end-to-end — from inception through design feedback, implementation, and launch — working directly with experienced developers on one of the most recognized mobile teams in fintech. This role is based in our Toronto, ON office 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 Build smooth, stable, and beautiful products using Swift and the latest iOS and watchOS APIs Own features from inception, through design feedback, implementation, and launch Collaborate with Product Designers, Product Managers, Backend Developers, and Data Developers Work with technologies such as UIKit, Auto Layout, RxSwift, Core Graphics, Core Animation, Lottie, Cor

awsaiswift
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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 backend developers sit at the core of how Robinhood works — powering the financial products that millions of people rely on every day. We build and scale the services, infrastructure, and data systems behind brokerage, crypto, payments, and more. We move fast, hold high standards, and solve problems that actually matter — at a scale that very few developers ever get the chance to touch. As a Software Developer Intern, Backend, you won't be on the sidelines — you'll own a meaningful project end-to-end, from initial scoping through to production. You'll be embedded on a real team, working directly with experienced developers, diving deep into how the US financial system actually operates, and shipping software that meets the correctness and scale requirements of a live financial platform. This is a summer where you'll leave with real impact to show for it! This role is based in our Toronto, ON office, 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-perfor

pythonsqlpostgresql
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