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London, United Kingdom Agency contract
AI EngineeringMachine LearningModel DevelopmentDeploymentTestingBusiness AnalysisAI StrategyCommunication SkillsDashboardModel Accuracy

Lead AI Engineer - Wealth Management, 6-month consultant role in London, UK with an annual salary of £0, working as a hybrid employee for a Wealth Management client....

April 7, 2026 View Details
Toronto, ON, CAN permanent
Legal AdviceRegulatory ComplianceNegotiationTeam LeadershipTalent DevelopmentPerformance ManagementRisk ManagementStakeholder RelationsLegal StrategyCompliance

Application Deadline: 04/16/2026 Address: 100 King Street West Job Family Group: Legal Provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, poli...

April 6, 2026 View Details
Frisco, Texas, United States permanent
Strategic LeadershipWealth ManagementClient ExperienceAdvisorsInvestment MechanismsRegulationsEducationTeam DevelopmentAdvisor CoachingFiduciary Excellence

Summary/Objective Reporting to the Chief investment Officer, the Wealth Management Director is responsible for the strategic leadership, growth, and execution of Cain Watters & Associates’ wealth man...

April 3, 2026 View Details
Toronto, ON, CAN permanent
Risk ManagementFinancial RiskStress TestingRisk IdentificationRegulatory ComplianceStakeholder ManagementBusiness AnalysisControl DesignProgram ImplementationData Interpretation

Application Deadline: 04/29/2026 Address: 100 King Street West Job Family Group: Business Management Mandate: The Senior Manager, Wealth Management Governance & Risk Programs is a first line of...

April 2, 2026 View Details
Dubai, Dubai, United Arab Emirates permanent
ComplianceWealth ManagementRegulatory FrameworksLicensingRegulatory ComplianceProduct ExpansionOperational ExecutionTechnology IntegrationTeam Leadership

About Aspora People on the move deserve a bank that moves with them. Since 2022, Aspora has been building a borderless financial operating system that makes money as mobile and transparent as its use...

April 2, 2026 View Details
London, United Kingdom Agency contract
Data ArchitectureFinancial ServicesData WarehousingData IntegrationData AnalyticsData QualityData GovernanceTechnology StandardsData-Driven Decision Making

This Enterprise Data Architect role involves reviewing existing patterns and standards in the data domain to drive change and implement best practices, focusing on data-driven decision making and prev...

April 2, 2026 View Details
Genève, GE, Switzerland Hybrid permanent
BankingDatafeedAPI IntegrationData AnalysisRegulatory ComplianceQuality AssuranceCross-functional CollaborationData SecurityDocumentationContinuous Improvement

WIZE by TW est une solution de wealth management All-In-One proposée par WIZE SA, société Suisse basée à Genève.  La société fait partie du  groupe international TeamWork fondé en 1999...

January 14, 2026 View Details
Houston, //TX, United States Remote permanent
Credit AnalysisCommercial Loan AnalysisAsset AnalysisIncome VerificationAppraisal ReviewPrioritizationProblem-SolvingCFPB ComplianceWritten SummariesTax Return Analysis

Sutherland Mortgage Services Inc. is a premier nationwide provider of end-to-end mortgage solutions including originations, underwriting, processing, closing, post-closing and loan servicing support. ...

March 27, 2026 View Details
Toronto, ON, CAN permanent
LeadershipAutomation StrategyEnd-to-End DeliverySecurityScalabilityRegulatory ComplianceBusiness Stakeholder EngagementTeam LeadershipValue MeasurementAI IntegrationRPA GovernancePlatform Oversight

Application Deadline: 04/29/2026 Address: 100 King Street West Job Family Group: Strategy & Change We’re looking for an experienced Manager (STO) of RPA to help shape and scale automation across...

March 27, 2026 View Details
Dubai, Dubai, United Arab Emirates permanent
Product OwnershipAgile LeadershipStakeholder EngagementInnovationFinancial PerformanceAgile MethodologiesProduct Lifecycle ManagementData Analytics

Join RAKBANK – Where Innovation Meets Integrity At RAKBANK, we believe in fostering a culture of innovation, growth, and excellence. We are not just a bank – we are a community that thrives on teamwo...

November 10, 2025 View Details
Paris, Paris Hybrid permanent
Client EngagementRequirements ManagementProduct ExpertiseQuality AssuranceFacilitationCLMi Mobile App

Product Owner - Fintech - Remote   Product Owner wanted as our team is growing fast! Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech fi...

March 26, 2026 View Details
Belém permanent
FinanceAnalyticalLogicalOfficePythonSQLPower BI

Sobre nós ​ A XP Inc. é uma das maiores instituições financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educação, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ati...

March 25, 2026 View Details
India - Bengaluru (India - Chennai ) permanent
Business AnalysisStakeholder ManagementRequirements GatheringData MappingFunctional SpecificationNon Functional TestingUser Acceptance TestingIssue ResolutionFull Lifecycle ManagementWMIS Governance

About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for ...

March 25, 2026 View Details
Singapore permanent
Statutory auditsRegulatory auditsAsset PurchaseUS GAAPProject managementTeam leadershipClient relationship managementFinancial Services audit experience

Line of Service Assurance Industry/Sector Asset and Wealth Management Specialism Assurance Management Level Senior Manager Job Description & Summary We believe that challenges are better solv...

March 25, 2026 View Details
Spokane permanent
CommunicationCustomer ServiceTechnologyFinanceComplianceProblem SolvingTeamworkAdaptabilityData ManagementTime Management

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment managem...

March 23, 2026 View Details
Milan permanent
Legal AnalysisLegal AdviceLegal Project ManagementCommunicationEmotional RegulationEmpathyOrganization Restructuring

Line of Service Tax Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Senior Associate Job Description & Summary PwC Tax & Legal è la realtà professionale me...

March 23, 2026 View Details
Berlin, BE, Germany Hybrid permanent
PythonQuantitative AnalysisAlgorithm DevelopmentCloud InfrastructureAPI IntegrationTest AutomationRisk ManagementAgile DevelopmentContinuous DeploymentTaxation Logic

Scalable Capital is a leading digital investment and banking platform with a full banking licence, empowering people across Europe to shape their own finances. Scalable Broker makes it easy and afford...

March 19, 2026 View Details
US - New York Hybrid permanent
Capital MarketsWealth ManagementAsset ManagementConsultingStrategyInnovationDelivery ExcellenceProcess MappingBusiness RequirementsProject PlansRoadmapsQualitative Analysis

Location: New York City (Hybrid) | Practice Area: Capital Markets & Wealth & Asset Management | Type: Permanent Drive transformation across financial services through strategy, innovation, an...

March 19, 2026 View Details
New York, NY, United States contract
FinanceProject ManagementReportingPresentationMeeting SupportData ReconciliationBudget TrackingRisk ManagementStakeholder CollaborationMicrosoft Office

Finance Local Candidates Only - **This role will be hybrid, on-site 4x a week** Department Overview: The WM Platforms organization manages platforms and experiences across the Advisor, Workplace an...

March 16, 2026 View Details
New York, NY, United States contract
Regulatory ComplianceAMLKYCLPS PoliciesContract ReviewDue DiligenceResearchExcelMicrosoft PowerPointSuitability Standards

Finance Wealth Management Operations (“WMO”) works with the field to support transactions involving Low Priced Securities (“LPS”). WMO-LPS conducts due diligence to ensure that Business Units have co...

March 11, 2026 View Details
2 Locations permanent
Client ServiceWealth ManagementProject ManagementCommunication SkillsRelationship ManagementAnalytical SkillsProblem SolvingTechnical KnowledgeStrategic PlanningFinancial Services

Position can be located in Clifton NJ, Princeton NJ, Burlington/Boston MA, and Stamford CT Charles River focuses intently on delivering market leading and feature rich technology wrapped in an except...

March 18, 2026 View Details
MONTREAL, QC, CAN permanent
Customer ServiceClient Relationship ManagementMarketingEvent PlanningAppointment SchedulingTechnology SupportData ManagementReport GenerationComplianceRisk Management

Application Deadline: 04/17/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch ope...

March 18, 2026 View Details
Doha, , Qatar permanent
Program ManagementProject DeliveryBusiness AnalysisRequirements GatheringProcess ImprovementStakeholder ManagementData AnalysisRisk ManagementFinancial ModelingClient Centricity

We are currently looking Project Manager - Private Banking Retail & Wealth Management our Qatar operations with the following terms & conditions. Experience: • 8+ years banking and transfromation ex...

March 12, 2026 View Details
Chicago, IL, USA permanent
Consultative SalesRelationship ManagementRegulatory ComplianceClient EngagementProduct KnowledgeProcess ImprovementData AnalysisRisk ManagementIndustry TrendsDigital Product Adoption

Application Deadline: 04/02/2026 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Applies consultative sales and relationship management practices to generate leads and c...

March 12, 2026 View Details
Mumbai permanent
API

This role is for one of our clients Company Name: Human Capitalists Industry: Technology, Information and Internet Seniority level: Mid-Senior level Min Experience: 8 years Location: Mumbai JobType:...

March 11, 2026 View Details
San Mateo, CA, United States permanent
Strategic LeadershipFinancial ManagementCommercial OwnershipAccount PlanningRevenue RecognitionClient SuccessStakeholder AlignmentTeam OrchestrationAI Strategy TranslationBoard-Level Engagement

Blend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel bold visions, ...

February 18, 2026 View Details
MONTREAL, QC, CAN permanent
Customer ServiceMarketingAppointment SchedulingClient InquiriesReportingDatabase ManagementTechnology SupportRisk ComplianceBilingualismAd Hoc Task Management

Application Deadline: 04/17/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service ***This job posting is intented for future hiring in 2026*** Supports one or more I...

March 10, 2026 View Details
München, BY, Germany Hybrid permanent
PythonQuantitative AnalysisAlgorithm DevelopmentMachine LearningFinancial ModelingAPI IntegrationCloud InfrastructureDevOpsAutomated TestingTaxation

Scalable Capital is a leading digital investment and banking platform with a full banking licence, empowering people across Europe to shape their own finances. Scalable Broker makes it easy and afford...

March 9, 2026 View Details
New York, NY, United States permanent
Enterprise SalesFintechWealth ManagementSales LeadershipEnterprise DealsFinancial TechnologyClient AcquisitionStrategic PlanningRelationship ManagementSales Organization Growth

Tech Tammina LLC Position to fill: Enterprise Sales Director, Wealth Management Technology Industry:- Wealth Management Technology Location: NYC Salary range: $100k base + Equity Company Descript...

August 31, 2015 View Details

Audit Manager, Wealth Management

BMO Financial Group

Toronto, ON, CAN permanent
AuditRisk AnalysisComplianceWealth ManagementInternal ControlsReportingData AnalyticsTechnology RiskAudit Internal ControlsStrategic Insight

Application Deadline: 04/09/2026 Address: 100 King Street West Job Family Group: Audit, Risk & Compliance Conducts Wealth Management audit engagements to critically assess management and interna...

March 9, 2026 View Details
Milano - Piazza Tre Torri 2 permanent
Business TransformationChange ManagementCommunicationEmotional RegulationEmpathyInclusionIntellectual CuriosityManagement ConsultingOperations ManagementEpic Software

Line of Service Advisory Industry/Sector FS X-Sector Specialism Operations Management Level Intern/Trainee Job Description & Summary Vuoi essere al centro di prospettive di crescita uniche? S...

March 9, 2026 View Details
Mumbai, Maharashtra, India permanent
Wealth ManagementStrategic PartnershipsRevenue GrowthClient OnboardingInvestment SolutionsRegulatory ComplianceMarket AnalysisTeam LeadershipOperational EfficiencyProduct Distribution

This role is for one of the Weekday's clients Salary range: Rs 1100000 - Rs 1700000 (ie INR 11-17 LPA) Min Experience: 8 years Location: Mumbai JobType: full-time We are seeking a highly experien...

March 7, 2026 View Details
Houston, TX, United States Remote permanent
Credit AnalysisMortgage UnderwritingIncome VerificationTax Implications AnalysisInvestment Decision MakingCustomer InteractionOrganizational SkillsResidential Mortgage AnalysisAsset ReviewCFPB Compliance

Sutherland Mortgage Services Inc. is a premier nationwide provider of end-to-end mortgage solutions including originations, underwriting, processing, closing, post-closing and loan servicing support. ...

March 6, 2026 View Details
Ribeirão Preto (BR - SAO PAULO) permanent
Customer ServiceFinancial ModelingComplianceInvestment BankingCommunicationTeamworkRelationship ManagementEnglish ProficiencyResidencyCorporate Knowledge

Sobre a área: referência no mercado latino-americano, a área de Private Banking do BTG Pactual é reconhecida por sua equipe premiada e altamente competente em serviços de gestão patrimonial. A equipe ...

March 5, 2026 View Details
Toronto, ON, CAN permanent
LeadershipAutomation StrategyEnd-to-End DeliveryGovernancePlatform RegulationTeam LeadershipTechnical Vendor CoordinationAttribution TrackingReporting

Application Deadline: 03/30/2026 Address: 100 King Street West Job Family Group: Strategy & Change We’re looking for an experienced RPA technical lead to help shape and scale automation across B...

March 4, 2026 View Details
Dublin, County Dublin, Ireland Hybrid permanent
Insurance ComplianceCompliance frameworkCompliance assuranceRegulatory developmentsCommunication skillsVerbal communicationWritten communicationPresentation skillsFinancial services experienceMiFID regulations

About us At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team –...

August 13, 2025 View Details
Athens, Attica, Greece Remote permanent
Portuguese Language ProficiencyEnglish Language ProficiencyCustomer ServiceFinancial Services ExperienceProblem SolvingCRM SystemsCommunication SkillsMulti-taskingAttention to DetailFinancial Knowledge

Mercier Consultancy is seeking a dynamic Portuguese Speaking Customer Service Representative for our Client's Wealth Management Company. In this vital role, you will provide exceptional support to our...

March 2, 2026 View Details
Athens, Attica, Greece permanent
DanishEnglishCustomer ServiceFinancial ProductsWealth ManagementCRM SystemsCommunication SkillsProblem SolvingMarket Trends

Mercier Consultancy is excited to present an opportunity for a Danish Speaking Customer Service Representative at our Client's Wealth Management Company. In this important role, you will provide outst...

March 2, 2026 View Details
Neuilly-sur-Seine permanent
Strategic ThinkingProblem SolvingData ManagementLean ManagementDigital TransformationRisk ManagementChange ManagementData GovernanceCustomer ExperienceRegulatory Compliance

Job Description & Summary PwC, cabinet pluridisciplinaire, rassemble 7 000 collaborateurs en France et au Maghreb, au sein d’un réseau mondial de plus de 364 000 personnes dans 136 pays. Chaque jour,...

February 27, 2026 View Details
Singapore, Singapore, Singapore contract
API DevelopmentJavaWealth ManagementReactAWS CloudContainersTeam LeadershipVendor Relationship ManagementTrading PlatformRegulatory Awareness

Experience  Minimum 5 years of working experience with API services  Minimum 5 years of working experience with Java framework  Minimum 5 years of working experience with Wealth Management  Wo...

February 23, 2026 View Details
Houston, Texas Hybrid permanent
Financial ModelingRisk AnalysisRegulatory ComplianceInternal AuditingData AnalysisReportingCross-Border ComplianceFAA RequirementsInternational Tax FrameworksEthical Conduct

Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,0...

February 21, 2026 View Details
Remote, USA Remote permanent
CommunicationTraining DevelopmentProcess ImprovementReportingEmployee AdoptionEfficiencyFinancial Services

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment managem...

February 20, 2026 View Details
Rio de Janeiro (BR - RIO DE JANEIRO) permanent
Wealth ManagementPrivate BankingCustomer ServiceRegulatory ComplianceInvestment BankingCompany KnowledgeCommunication SkillsEnglish ProficiencyMacroeconomic Awareness

Sobre a área: Referência no mercado latino-americano, a área de Private Banking do BTG Pactual é reconhecida por sua equipe premiada e altamente competente em serviços de gestão patrimonial. A equipe ...

February 20, 2026 View Details
Riyadh, Riyadh Province, Saudi Arabia permanent
Project ManagementCommunicationCoordinationPMO ProcessesRegulated MarketsSafety Committee ManagementDeal RunningPost SalesClient Side ProfilingOrganizational Skills

Bayut is the number one property portal in the Kingdom, connecting millions of users across the country. We are committed to delivering the best online search experience. As part of Dubizzle Group, B...

December 31, 2025 View Details
2 Locations permanent
Commercial Real EstateProduct ManagementFinancial AnalysisNegotiationUnderwritingPortfolio ManagementRisk ManagementComplianceChange ManagementIndustry Knowledge

Application Deadline: 04/16/2026 Address: 10250 Constellation Blvd Job Family Group: Wealth Sales & Service Job Summary: The CRE Product Manager will be responsible for overseeing the developme...

February 19, 2026 View Details
Nea Smyrni, Attica, Greece permanent
Business AnalysisProject LeadershipClient CommunicationTechnical ExplanationCross-functional CoordinationRisk ManagementQC QA TasksClient SupportSQL ProficiencyFast-paced Environment

Job Summary: We are seeking a knowledgeable and client-focused Investment Management SW Consultant to guide our clients in leveraging our software solution to its fullest potential. The role requires...

October 22, 2025 View Details
United States Remote contract
User ResearchUsability TestingDesign CollaborationDesign LeadershipStakeholder CommunicationClient EngagementPerformance MetricsAnalyticsDesign Tools

The Product Manager for Wealth Management UI/UX will lead the design and development of user-centered solutions tailored for our wealth management platform. This role is vital in enhancing the custome...

August 19, 2025 View Details
Lagos, Lagos, Nigeria permanent
Product DevelopmentFinancial ServicesMarket ResearchCustomer AnalysisRegulatory ComplianceProduct RoadmappingStakeholder ManagementClient ExperienceMarket Trend IdentificationDigital Analytics

Role Summary Renmoney is seeking a strategic, innovative, and experienced Product Manager responsible for the development, management, and strategic positioning of wealth management and private banki...

February 12, 2026 View Details
New York, New York, United States Hybrid permanent
Verbal CommunicationWritten CommunicationLeadershipProblem-SolvingAnalytical ThinkingAttention to DetailAccountabilityTeamworkSimplifying Complex IdeasWork Quality

• Bachelor’s Degree required • 5+ years of work experience in product management and the financial services sector • Experience in wealth management ideal but not required • Excellent verbal and writ...

October 29, 2025 View Details
Quarry Bay, Hong Kong permanent
Product ManagementWealth ManagementDigital BankingCustomer AcquisitionUser CommunicationMarketing CampaignsScalable Data ProductsProduct InnovationRegulatory KnowledgeAUM Conversion

WeLab, a leading pan-Asian fintech platform, operates two digital banks (WeLab Bank and Bank Saqu) as well as multiple online financial services in Hong Kong, Mainland China and Indonesia, with over 7...

February 13, 2026 View Details