{ "count" : 112412, "data" : [ { "id" : "6a2c6d0674d8ee00a091ccc3", "title" : "Private Wealth Adviser", "company" : "Focus Partners Australia", "industry" : "Consulting", "salary" : { "min" : 95000.0, "max" : 135000.0, "currency" : "AUD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Private Wealth Adviser in Sydney, Australia, with mid-level experience in the Financial Services industry." }, "location" : "Brisbane, Queensland, Australia", "locations" : [ "Brisbane", "Queensland", "Australia", "Melbourne", "Victoria", "Australia", "Sydney", "New South Wales", "Australia" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-15T10:42:32.941", "fingerprint" : "8161aed8a04af3eeb4ebaef0ac39da15b3d263d65cb35122488f345b5237525a", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focuspartnersaustralia/jobs/5970315004", "externalId" : "5970315004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Sydney", "state" : "New South Wales", "country" : "Australia", "continent" : "oc", "source" : "llm", "workMode" : "onsite", "geo" : "-33.8698439,151.2082848" } ], "locationText" : "Sydney, New South Wales, Australia", "experienceMinYears" : 1, "experienceMaxYears" : 2, "experienceLevel" : "Mid", "professionalSkills" : [ "Investment planning", "Insurance needs", "Intergenerational wealth transfers", "Philanthropy", "Investment strategy", "Financial advice", "Wealth structuring", "Investment structuring", "Business demands", "Wealth demands", "Alternative strategies", "Client files", "Advice documentation", "Technical direction", "Business development" ], "hardSkillsList" : [ "Financial advice", "Investment planning", "Retirement planning", "Insurance needs", "Wealth transfers", "Risk management" ], "softSkillsList" : [ "Client-centric approach", "Highly motivated", "Organisational skills", "Prioritisation skills", "Interpersonal skills" ], "hardSkills" : [ { "name" : "Financial advice", "level" : "intermediate" }, { "name" : "Investment planning", "level" : "intermediate" }, { "name" : "Retirement planning", "level" : "intermediate" }, { "name" : "Insurance needs", "level" : "intermediate" }, { "name" : "Wealth transfers", "level" : "intermediate" }, { "name" : "Risk management", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Client-centric approach" }, { "name" : "Highly motivated" }, { "name" : "Organisational skills" }, { "name" : "Prioritisation skills" }, { "name" : "Interpersonal skills" } ], "majorSkills" : "Client relationship management, Financial advice, Investment management, Wealth management", "majorSkillsList" : [ "Client relationship management", "Financial advice", "Investment management", "Wealth management" ], "coreResponsibilities" : "Manage and grow portfolio, Provide holistic financial advice, Understand client needs, Understand client objectives, Understand risk comfort, Provide financial advice, Conduct meetings/reviews, Develop investment strategy, Adjust investment strategy, Provide quality advice, Provide trusted advice, Assist with decisions, Protect wealth, Grow wealth, Structure investments, Balance demands, Investigate alternative strategies, Strengthen client relationships, Ensure accuracy, Ensure compliance, Provide guidance, Provide technical direction, Drive business development", "teamCollaboration" : "Team of support staff; Paraplanners; Implementation staff", "domainKnowledge" : "HNW clients; Retirement planning; Investment planning; Insurance; Intergenerational wealth transfers; Philanthropy; Investment products; Taxation; Estate planning; Risk management; Financial services", "domainList" : [ "hnw-clients", "retirement-planning", "investment-planning", "insurance", "intergenerational-wealth-transfers", "philanthropy", "investment-products", "taxation", "estate-planning", "risk-management", "financial-services" ], "domainSpecificKnowledge" : [ "HNW clients", "Retirement planning", "Investment planning", "Insurance", "Intergenerational wealth transfers", "Philanthropy", "Investment products", "Taxation", "Estate planning", "Risk management", "Financial services" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Written communication; Verbal communication", "documentationSkills" : "Advice documentation", "outcomesObjectives" : "Achieve financial goals; Deliver exceptional client experience", "qualificationsBasic" : "1-2+ years’ experience, Financial Adviser experience, HNW client portfolios, Legislative and regulatory requirements, Advanced investment products, Advanced taxation, Advanced retirement planning, Advanced estate planning, Advanced risk management, Advanced insurance", "qualificationsPreferred" : "Long term opportunity", "workSiteFlexibility" : "Flexible", "rawDescription" : "Position Summary This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service. This person will be responsible for managing and growing an existing portfolio of HNW clients through the provision of tailored structural, financial and investment solutions. Working closely with a team of support staff, this person will be well placed to deliver an exceptional client experience, while fulfilling their passion of helping clients achieve their financial goals. This role is located in Sydney, New South Wales, Australia. Primary Responsibilities Manage and grow a portfolio of HNW clients through the provision of ongoing holistic financial advice. Understanding clients’ immediate needs, long term objectives and level of comfort with risk. Provide financial advice across a broad spectrum of needs including retirement planning, investment planning, insurance needs, intergenerational wealth transfers and philanthropy. Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy. Provide quality and trusted financial advice. Serve as the focal point for clients to assist with complex decisions around protecting and growing their wealth, structuring their investments, and balancing competing business or wealth demands. Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients. Ensuring accuracy and compliance of client files and advice documentation Assist providing guidance and technical direction to paraplanners and implementation staff. Drive ongoing business development activities with potential and new client opportunities. Qualifications and Experience: At least 1-2+ years’ experience as a Financial Adviser, with a focus managing HNW client portfolios. Be passionate about servicing clients and interested in an opportunity for the long term. Comply with the Qualifications Standard to be able to appoint as a Financial Adviser (Retail) Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest. Advanced understanding of investment products, taxation, retirement & estate planning and risk management and insurance An ability to handle a client book and be comfortable with multi-tasking. Strong sense of professionalism and a client-centric approach. Highly motivated with an ability to convert referrals to clients. Organisational and prioritisation skills. Excellent communication and interpersonal skills, both written and verbal. Exceptional client focus. #LI-SF1 About Focus Partners Australia  Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.", "summaryDescription" : "Private Wealth Adviser at Focus Partners Australia. Skills: Client relationship management, Financial advice, Investment management, Wealth management. Manage and grow portfolio. Provide holistic financial advice", "postedDate" : "2026-06-13T21:01:54.536", "createdAt" : "2026-06-13T21:01:54.536", "lastUpdated" : "2026-06-15T10:42:32.941", "ingestTimestamp" : "2026-06-13T21:01:54.536", "mongoId" : "6a2c6d0674d8ee00a091ccc3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Financial advice", "Investment planning", "Retirement planning", "Insurance needs", "Wealth transfers", "Risk management", "Client-centric approach", "Highly motivated", "Organisational skills", "Prioritisation skills", "Interpersonal skills", "Client relationship management", "Investment management", "Wealth management", "Intergenerational wealth transfers", "Philanthropy", "Investment strategy", "Wealth structuring", "Investment structuring", "Business demands", "Wealth demands", "Alternative strategies", "Client files", "Advice documentation", "Technical direction", "Business development", "HNW clients", "Insurance", "Investment products", "Taxation", "Estate planning", "Financial services", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 45, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.8888889, "_score" : 1055.7826, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2ca57a74d8ee00a09b6b50", "title" : "Solution Architect - Wealth Management", "company" : "Alpha Financial Markets Consulting", "industry" : "Consulting", "salary" : { "min" : 125000.0, "max" : 186200.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "North America", "locations" : [ "North America" ], "timestamp" : "2026-06-16T05:00:30.617", "fingerprint" : "ba0abf2ab26eb03949d5af5b1e9fa6db5856c601068107c8941dae5be6fe5375", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/alphafmcroles/jobs/8562229002", "externalId" : "8562229002", "industryFunction" : { }, "structuredLocations" : [ { "continent" : "na", "workMode" : "remote" } ], "locationText" : "", "employmentType" : "FULL_TIME", "technicalSkills" : "Cloud, AI, ML, Data Engineering, DevOps, Security", "professionalSkills" : [ "Solution design", "System integration", "Data architecture", "Vendor partnerships", "Business integration" ], "hardSkillsList" : [ "Technology transformation", "Platform implementation" ], "hardSkills" : [ { "name" : "Technology transformation", "level" : "intermediate" }, { "name" : "Platform implementation", "level" : "intermediate" } ], "majorSkills" : "Wealth Management Technology, Solution Architecture", "majorSkillsList" : [ "Wealth Management Technology", "Solution Architecture" ], "coreResponsibilities" : "Define wealth technology solutions, Lead wealth technology solutions delivery, Manage vendor partnerships, Develop go-to-market opportunities, Manage partnership framework, Translate business requirements, Design technology solutions", "teamCollaboration" : "Cross-functional teams; Client stakeholders; Vendor stakeholders; Internal project stakeholders", "domainKnowledge" : "Wealth management; Financial services; Asset management; Advisor-facing value chain; Client onboarding; Account management; Portfolio construction; Trading; Performance reporting; Client communications; Wealth Tech vendor landscape; TAMPs; Portfolio management systems; Order management systems; CRM platforms; Financial advisor technology", "domainList" : [ "wealth-management", "financial-services", "asset-management", "advisor-facing-value-chain", "client-onboarding", "account-management", "portfolio-construction", "trading", "performance-reporting", "client-communications", "wealth-tech-vendor-landscape", "tamps", "portfolio-management-systems", "order-management-systems", "crm-platforms", "financial-advisor-technology" ], "domainSpecificKnowledge" : [ "Wealth management", "Financial services", "Asset management", "Advisor-facing value chain", "Client onboarding", "Account management", "Portfolio construction", "Trading", "Performance reporting", "Client communications", "Wealth Tech vendor landscape", "TAMPs", "Portfolio management systems", "Order management systems", "CRM platforms", "Financial advisor technology" ], "continuousLearning" : "Tailored training; Mentorship; Paid training time; Professional certifications", "qualificationsBasic" : "5+ years wealth management experience, Experience with advisor-facing value chain, Experience with wealth management operations, Experience with TAMPs, Experience with portfolio management systems, Experience with order management systems, Experience with CRM platforms, Experience with financial advisor technology", "qualificationsPreferred" : "Experience with fintech vendors", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "About Alpha Group Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialists, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs. We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive. Why Join Alpha? Established yet entrepreneurial: with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business. Backed by Bridgepoint: as part of one of the world's leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings, creating even more opportunities for our people. Exposure to senior leadership: whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from high performers at the top of their game. Learning and growth opportunities: we run tailored training to help you be successful, provide excellent mentorship, and offer up to 5 days paid training time per year. High responsibility and autonomy mean you develop your skillsets quickly. Performance-driven culture with real impact: advancement at Alpha is based on impact and capability, not tenure or quotas. You will have autonomy and see the tangible difference your ideas and decisions make. About Alpha Tech Services Alpha Tech Services (ATC) is the technology implementation and business integration arm of the Alpha Financial Markets Consulting (Alpha FMC) group, the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world's top asset and wealth managers a competitive edge through deep expertise and industry insight. Our team is of a uniquely high caliber, and by focusing on asset and wealth management exclusively we build knowledge and experience that generalist firms cannot match. We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms and over 130 clients across the globe, with offices across the United States, Canada, the UK, Europe, the Middle East, and APAC. The Opportunity Alpha FMC is expanding its Wealth Management Technology practice and is looking for an experienced Solution Architect to help wealth management firms navigate technology transformation. This role sits at the intersection of wealth management domain expertise and technology delivery, supporting clients across the advisor-facing value chain: from client onboarding and account management through portfolio construction, trading, performance reporting, and client communications. You will work directly with wealth managers, TAMPs, RIA aggregators, broker-dealers, and fintech vendors to define, design, and deliver technology solutions that address the full complexity of modern wealth management operations. Role Responsibilities As a Solution Architect in our Wealth Management Technology practice, you will: Define and lead delivery of wealth technology solutions spanning platform implementation, system integration, and data architecture, managing experienced developers and technical consultants. Manage Wealth Tech vendor partnerships, including joint go-to-market opportunities, pipeline development, relationship management, and the overall partnership framework that positions Alpha as a preferred implementation and integration partner in the wealth management technology ecosystem. Translate business requirements across the financial advisor value chain into solution designs that address onboarding, account management, portfolio management, trading and execution, performance reporting, billing, and client engagement. Leverage deep familiarity with the Wealth Tech vendor landscape, including TAMPs, portfolio management systems, order management systems, CRM platforms, financial planning tools, custodial integrations, and data aggregation providers. Support clients in improving and optimizing their operating models, including resource management, technology architecture, and business process design across advisor-facing and back-office functions. Define and socialize technical approaches for implementation, including SDLC frameworks, data migration strategies, API and custodial integration patterns, and client onboarding workflows. Present options and designs to business and technology stakeholders at all levels, articulating Alpha's perspective on industry best practices clearly and with credibility. Input to project definition, resourcing, timelines, and objectives within a workstream or engagement. Drive documentation and development according to specifications and standards. Participate in project team meetings and communicate effectively with client peers, architects, system analysts, business analysts, project managers, and technology teams, reporting project status as required. Support Alpha's internal IP development, including proposition development, accelerators, and at least one area of specific Wealth Tech expertise. Take a lead in mentoring and coaching team members. Role Requirements Experience and Domain Knowledge 7+ years of experience in technology roles within or serving the wealth management industry, including direct experience with fintech implementations and integrations. Deep familiarity with the financial advisor value chain, spanning client onboarding, account management, financial planning, portfolio management, trading and execution, performance reporting, billing, and client communications. Hands-on experience implementing or integrating Wealth Tech platforms such as Apex, Orion, Envestnet, Tamarac, Black Diamond, Riskalyze/Nitrogen, iCapital, Addepar, Salesforce Financial Services Cloud, Redtail, or comparable systems. Working knowledge of custodial infrastructure, including integration patterns with Schwab, Fidelity, Pershing, and similar custodians, and familiarity with data delivery standards such as ACATS, DTCC, and FIX protocol. Experience with the RIA, broker-dealer, and TAMP ecosystem, including an understanding of how these channels differ in technology requirements, regulatory constraints, and advisor workflows. Familiarity with insurance distribution and alternative investment platforms as complements to core wealth management operations is a plus. Technical Skills Experience leading complex system integration projects, including API design, data mapping, and middleware configuration. Proficiency in data architecture and engineering concepts, including data modeling, ETL design, and cloud data platforms such as Snowflake or Azure Synapse. Experience with cloud environments (AWS, Azure, or GCP) and modern data pipeline tools. Ability to design scalable and reliable architectures that account for the data volume, security, and compliance requirements of wealth management operations. Understanding of data lifecycle management, data quality frameworks, and governance practices relevant to client and account data in wealth management. Consulting and Client Skills Demonstrated ability to lead client-facing engagements, manage stakeholder expectations across business and technology teams, and influence senior decision makers. Strong executive communication skills with the ability to present complex technology options in business terms to C-suite, operations, and advisor-facing audiences. Experience managing technology projects using Agile or other methodologies in a consulting or client services context. Ability to lead cross-functional teams and work effectively across client, vendor, and internal project stakeholders. Compensation and Perks A competitive salary with discretionary bonus scheme based on company and personal performance. 25 days of annual paid time off. 401k matching. Sponsorship towards professional certifications and training, supported with 5 days of paid training time. Choice of laptop. Supplemented medical, dental, and vision coverage. North America team-wide training and employee appreciation retreats. The anticipated base salary for this role varies based on geographic location and is structured across three compensation zones. These zones reflect local market conditions and cost of labor. Geographic placement is determined by the employee’s primary work location. Zone A | $163,000 – $186,200 Applies to candidates working in designated high-cost metropolitan areas, including: Los Angeles, CA; San Francisco, CA; Boston, MA; New York City, NY; and Washington, DC, as well as remote roles based in Massachusetts or the New York Tri-State Area. Zone B | $135,000 – $170,000 Applies to candidates working in key metropolitan markets, including: Austin, TX; Atlanta, GA; Chicago, IL; Charlotte, NC; Denver, CO; and Philadelphia, PA, as well as remote roles based in Texas, California, Pennsylvania, Florida, or Colorado. Zone C | $125,000 – $160,075 Applies to all other U. S. locations not listed above. Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations. Our Commitment to Inclusion At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.", "summaryDescription" : "Solution Architect - Wealth Management at Alpha Financial Markets Consulting. Skills: Wealth Management Technology, Solution Architecture. Define wealth technology solutions. Lead wealth technology solutions delivery", "postedDate" : "2026-06-14T19:16:57.953", "createdAt" : "2026-06-14T19:16:57.953", "lastUpdated" : "2026-06-16T05:00:30.617", "ingestTimestamp" : "2026-06-14T19:16:57.953", "mongoId" : "6a2ca57a74d8ee00a09b6b50", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 125000, "salaryAnnualMax" : 186200, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Technology transformation", "Platform implementation", "Wealth Management Technology", "Solution Architecture", "Solution design", "System integration", "Data architecture", "Vendor partnerships", "Business integration", "Wealth management", "Financial services", "Asset management", "Advisor-facing value chain", "Client onboarding", "Account management", "Portfolio construction", "Trading", "Performance reporting", "Client communications", "Wealth Tech vendor landscape", "TAMPs", "Portfolio management systems", "Order management systems", "CRM platforms", "Financial advisor technology" ], "skillCount" : 25, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "_score" : 988.27277, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c6c2174d8ee00a0916fc3", "title" : "Wealth Management Associate", "company" : "Curi Capital", "industry" : "FinTech", "salary" : { "min" : 60000.0, "max" : 70000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "St. Joseph, Michigan, United States", "locations" : [ "St. Joseph", "Michigan", "United States" ], "certifications" : [ "Series 65", "CFP" ], "timestamp" : "2026-06-15T22:49:00.640", "fingerprint" : "53f0712f6d610a8843cdaa4857a2889f2a0f3d650a9a49d9e95a45ca55075fd2", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/curicapital/jobs/4284333009", "externalId" : "4284333009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "St. Joseph", "state" : "Michigan", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "41.9031963,-85.5356726" } ], "locationText" : "St. Joseph, Michigan, United States", "technicalSkills" : "Bloomberg Terminal", "professionalSkills" : [ "Financial planning", "Client relationship management" ], "hardSkillsList" : [ "Financial analysis", "Data gathering" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Data gathering", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Financial planning", "majorSkillsList" : [ "Wealth management", "Financial planning" ], "coreResponsibilities" : "Establish and maintain client relationships, Provide client service, Gather data to manage client relationships, Update Wealth Advisors about client activity, Analyze financial status of clients, Evaluate financial status of prospects, Understand processes and products, Apply knowledge to satisfy client concerns, Research complex problems, Communicate resolution of complex problems, Implement solutions, Complete internal projects, Develop financial planning recommendations, Present financial planning recommendations, Provide effective communication with clients, Provide timely communication with clients, Provide proactive communication with clients, Provide effective communication with colleagues, Provide timely communication with colleagues, Provide proactive communication with colleagues, Provide effective communication with third parties, Provide timely communication with third parties, Provide proactive communication with third parties, Perform administrative functions, Perform financial planning functions, Assist Wealth Advisors with client relationships, Maintain client contact, Service client needs, Troubleshoot client problems, Train to become a Wealth Advisor, Deliver financial planning activities", "teamCollaboration" : "Work in a team environment; Collaborative team environment", "domainKnowledge" : "Wealth management; Financial services; Financial instruments; Retirement projections; Education projections", "domainList" : [ "wealth-management", "financial-services", "financial-instruments", "retirement-projections", "education-projections" ], "domainSpecificKnowledge" : [ "Wealth management", "Financial services", "Financial instruments", "Retirement projections", "Education projections" ], "toolProficiency" : [ "Bloomberg Terminal" ], "communicationSkills" : "Written communication; Oral communication", "continuousLearning" : "Education assistance", "problemSolvingSkills" : "Problem solving; Critical thinking; Troubleshooting", "outcomesObjectives" : "Build client satisfaction; Build client confidence", "qualificationsBasic" : "Undergraduate degree or equivalent work experience", "qualificationsPreferred" : "1-3 years Wealth Management experience, Education/experience in business, economics, or finance, Experience working with the public, Exposure to wealth management or financial services, Experience servicing customers, Experience in clubs, activities, sports, volunteer service, Leadership experience", "workSiteFlexibility" : "Hybrid", "rawDescription" : "About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. Location St. Joe Michigan At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week. The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our St. Joe Michigan office. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. You will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical. In this role, you will understand how processes and products work together in a client’s portfolio. Once a minimum of one year’s experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities. Key Result Areas Establish and maintain effective relationships and provide client service that builds satisfaction and confidence Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate Analyze and evaluate the financial status of clients and prospects Participate in 1-4 client or prospect meetings or calls each week Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns Demonstrate critical thinking and good judgment in all situations Research and communicate the resolution of complex problems and implement solutions Ensure completion of internal projects Develop and present financial planning recommendations, including but not limited to, retirement and education projections Provide effective, timely and proactive communication with clients, colleagues and third parties Key Skills Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time Demonstrated ability to build mutually beneficial relationships required Demonstrated ability to multi-task and prioritize work required Must be detail oriented and have demonstrated ability to solve problems and meet deadlines Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate Ability to work in a collaborative team environment required Excellent written and oral communication skills required Key Qualifications One to three years of experience in Wealth Management preferred Undergraduate degree or equivalent work experience required Education or experience in business, economics, or finance and/or experience working with the public preferred Exposure to wealth management or financial services and experience servicing customers preferred Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience Key licenses Series 65 recommended or willingness to obtain upon hiring CFP recommended or willingness to obtain within one year The base salary will be commensurate with an individual's work experience and educational background. US Pay Range $60,000—$70,000 USD Our Vision: To be the trusted partner in medicine, business, and life. Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve. Our Values: Accountability: We are driven to act, work with integrity, and deliver results. Curiosity: We ask and listen, stay curious, and are eager to learn. Teamwork: We build strong relationships, celebrate success, and partner for greater impact. Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together Built On; Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities. Our Benefits Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually. Review our Privacy Policy here.", "summaryDescription" : "Wealth Management Associate at Curi Capital. Skills: Wealth management, Financial planning. Establish and maintain client relationships. Provide client service", "postedDate" : "2026-06-14T21:27:45.222", "createdAt" : "2026-06-14T21:27:45.222", "lastUpdated" : "2026-06-15T22:49:00.640", "ingestTimestamp" : "2026-06-14T21:27:45.222", "mongoId" : "6a2c6c2174d8ee00a0916fc3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 60000, "salaryAnnualMax" : 70000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Data gathering", "Wealth management", "Financial planning", "Client relationship management", "Financial services", "Financial instruments", "Retirement projections", "Education projections", "Series 65", "CFP", "Bloomberg Terminal" ], "skillCount" : 12, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 857.2755, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3055fcf292fd229cf23c71", "title" : "Wealth Advisor", "company" : "Mariner Wealth Advisors", "industry" : "Wealth", "salary" : { "min" : 87000.0, "max" : 130000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "Tigard, OR", "locations" : [ "Tigard, OR" ], "certifications" : [ "Series 65", "CFP", "CFA" ], "timestamp" : "2026-06-16T13:05:40.987", "fingerprint" : "611e964c8973aa125924d133dea14aff0d2bb79587a2ce392c29b5795a90ffe0", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/981f27f4-e8d4-4464-b5f4-26730d2f8b09/application", "externalId" : "981f27f4-e8d4-4464-b5f4-26730d2f8b09", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Tigard", "state" : "Oregon", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "45.4307473,-122.7719330" } ], "locationText" : "Tigard, Oregon, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "technicalSkills" : "EMoney, MoneyGuide Pro", "professionalSkills" : [ "Wealth management", "Fee-based consulting", "Financial planning", "Investment management", "Talent development" ], "hardSkillsList" : [ "Tax", "Insurance" ], "hardSkills" : [ { "name" : "Tax", "level" : "intermediate" }, { "name" : "Insurance", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Financial planning, Client relationships", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client relationships" ], "coreResponsibilities" : "Provide comprehensive wealth management advice, Prepare customized financial plans, Analyze potential client solutions, Cultivate client relationships, Address client questions, Execute client requests, Update client information, Obtain new clients, Train new advisors, Mentor client service associates", "teamCollaboration" : "Work with wealth advisor team; Partner with clients; Work with team resources", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills; Mutual funds; Money manager programs", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills", "mutual-funds", "money-manager-programs" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Mutual funds", "Money manager programs" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Interpersonal skills; Relationship management", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4 with no disclosures", "qualificationsBasic" : "Bachelor's degree required, 5+ years' experience, Series 65, CFP or CFA required", "qualificationsPreferred" : "Previous experience with high net worth clients, Previous experience with ultra-high net worth clients", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide comprehensive wealth management advice. Prepare customized financial plans", "createdAt" : "2026-06-16T00:26:59.435", "lastUpdated" : "2026-06-16T13:05:40.987", "ingestTimestamp" : "2026-06-16T00:26:59.435", "mongoId" : "6a3055fcf292fd229cf23c71", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 87000, "salaryAnnualMax" : 130000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Tax", "Insurance", "Wealth management", "Financial planning", "Client relationships", "Fee-based consulting", "Investment management", "Talent development", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Mutual funds", "Money manager programs", "Series 65", "CFP", "CFA", "EMoney", "MoneyGuide Pro" ], "skillCount" : 19, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 808.6683, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c9f8b74d8ee00a09a00a0", "title" : "Private Wealth Focused Sales Manager", "company" : "Smartkarma", "industry" : "Financial Services", "salary" : { "min" : 120000.0, "max" : 180000.0, "currency" : "SGD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Private Wealth Focused Sales Manager in Singapore's FinTech industry, adjusted for company size and experience." }, "location" : "Singapore, SG", "locations" : [ "Singapore", "SG" ], "timestamp" : "2026-06-16T02:16:18.544", "fingerprint" : "b64b789adfa97e405f6662efb38a38d809afc64eede14635aac117a385ec6135", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/Smartkarma/744000131818050-private-wealth-focused-sales-manager", "externalId" : "744000131818050", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Singapore", "country" : "Singapore", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "1.2899175,103.8519072" } ], "locationText" : "Singapore, Singapore", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "mid", "professionalSkills" : [ "Commercial judgment", "Client development", "Sales execution", "Market development", "Pipeline management", "Forecasting accuracy" ], "majorSkills" : "Sales, Business development, Account management", "majorSkillsList" : [ "Sales", "Business development", "Account management" ], "coreResponsibilities" : "Own and deliver an individual annual sales target, Build, manage, and expand relationships with private banks, Build, manage, and expand relationships with wealth managers, Build, manage, and expand relationships with family offices, Build, manage, and expand relationships with CIO offices, Build, manage, and expand relationships with advisory teams, Build, manage, and expand relationships with investment research, Build, manage, and expand relationships with wealth platforms, Build, manage, and expand relationships with wealthtech firms, Drive new client acquisition, Expand existing relationships across research, Expand existing relationships across data, Expand existing relationships across platform subscriptions, Expand existing relationships across API-based solutions, Run the full sales cycle independently, Prospect and discover client needs, Negotiate commercial terms, Close deals, Position Smartkarma’s research, Position Smartkarma’s data, Position Smartkarma’s API offerings, Articulate how Smartkarma enables clients, Coordinate with internal product teams, Coordinate with analyst relations teams, Coordinate with client success teams, Deliver tailored, high-impact solutions, Develop a deep understanding of Private Wealth client, Develop a deep understanding of buying behavior, Develop a deep understanding of budget ownership, Track competitive dynamics, Track evolving content trends, Track evolving technology trends, Provide structured market feedback, Represent Smartkarma in client meetings, Represent Smartkarma in industry events, Represent Smartkarma in targeted roadshows, Maintain disciplined pipeline management, Maintain forecasting accuracy, Maintain CRM hygiene, Provide regular updates on sales activity, Provide regular updates on pipeline health, Provide regular updates on market developments", "teamCollaboration" : "Internal product teams; Analyst relations teams; Client success teams; Senior management", "domainKnowledge" : "Private Wealth ecosystem; Investment intelligence; Event-driven strategies; Merger arbitrage; Equity capital markets; Index events; Forensic accounting; Wealthtech; Institutional investors", "domainList" : [ "private-wealth-ecosystem", "investment-intelligence", "event-driven-strategies", "merger-arbitrage", "equity-capital-markets", "index-events", "forensic-accounting", "wealthtech", "institutional-investors" ], "domainSpecificKnowledge" : [ "Private Wealth ecosystem", "Investment intelligence", "Event-driven strategies", "Merger arbitrage", "Equity capital markets", "Index events", "Forensic accounting", "Wealthtech", "Institutional investors" ], "toolProficiency" : [ "CRM" ], "outcomesObjectives" : "Deliver an individual annual sales target", "qualificationsBasic" : "3 to 5 years of experience in sales, business development, or account management, Demonstrated experience selling to Private Banks, Wealth Managers, CIO offices, or advisory and research teams, Prior experience working under a senior sales leader or account manager, Exposure to structured enterprise or consultative sales processes", "qualificationsPreferred" : "Experience in a fintech or high-growth environment", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Smartkarma is a provider of an AI-augmented investment intelligence platform designed to serve global institutional investors and corporate decision-makers. The platform delivers real-time actionable insights, premium data analytics, and direct access to hundreds of top-ranked investment analysts. Smartkarma specializes in fast-growing, underserved investment strategies including event-driven, merger arbitrage, equity capital markets, index events, and forensic accounting. In addition to its core platform, Smartkarma has developed a suite of APIs that allow partners to embed institutional-grade research and data directly into their own products and workflows. These APIs enable private banks, wealth platforms, and wealthtech firms to enhance their content offerings, improve advisor productivity, and strengthen their value proposition to end clients by delivering differentiated, high-quality investment intelligence traditionally reserved for institutional investors. Smartkarma has achieved consistent sales growth and profitability, supported by partnerships with blue-chip global channel partners. Its global client base includes tier-1 asset managers, bulge-bracket banks, and corporate clients. The company is founder-led, with a proven track record of building and scaling capital markets challengers. Why Join Smartkarma? * Opportunity to own and scale a high-potential Private Wealth segment. * Exposure to a differentiated product set spanning research, data, and API-driven technology solutions. * Clear path for career progression as revenue responsibility and market impact grow. * Competitive compensation with performance-linked upside. * Collaborative, high-performance culture with direct access to senior leadership. Smartkarma is hiring a Sales Manager to join its Business Development team, with primary responsibility for expanding Smartkarma’s footprint across the Private Wealth ecosystem. This role is designed for a commercially driven sales professional who has developed strong fundamentals under senior sales leadership and is now ready to take ownership, build a meaningful book of business, and establish a market presence. Key Responsibilities Revenue Ownership and Client Development * Own and deliver an individual annual sales target focused on the Private Wealth segment. * Build, manage, and expand relationships with: * Private banks * Wealth managers and family offices * CIO offices, advisory teams, and investment research functions * Wealth platforms and wealthtech firms * Drive new client acquisition and expand existing relationships across research, data, platform subscriptions, and API-based solutions. Sales Execution * Run the full sales cycle independently, from prospecting and discovery through commercial negotiation and close. * Position Smartkarma’s research, data, and API offerings in alignment with client workflows, advisor use cases, and regulatory constraints. * Articulate how Smartkarma enables clients to differentiate their end-client offering through institutional-quality content. * Coordinate with internal product, analyst relations, and client success teams to deliver tailored, high-impact solutions. Market and Segment Development * Develop a deep understanding of Private Wealth client needs, buying behavior, and budget ownership. * Track competitive dynamics and evolving content and technology trends within the wealth ecosystem. * Provide structured market feedback to inform product positioning and go-to-market strategy. * Represent Smartkarma in client meetings, industry events, and targeted roadshows. Performance Management and Reporting * Maintain disciplined pipeline management, forecasting accuracy, and CRM hygiene. * Provide regular updates on sales activity, pipeline health, and market developments to senior management. ## Qualifications * 3 to 5 years of experience in sales, business development, or account management within one or more of the following: * Investment research * Market data * Financial technology or wealth technology platforms * Demonstrated experience selling to Private Banks, Wealth Managers, CIO offices, or advisory and research teams. * Prior experience working under a senior sales leader or account manager, with exposure to structured enterprise or consultative sales processes. * Motivated to step into a more autonomous, quota-carrying role with increased accountability and upside. Skills and Attributes * Strong commercial judgment with a consistent focus on execution and outcomes. * Comfortable engaging senior investment professionals and decision-makers. * Able to translate complex research, data, and technology solutions into clear client value propositions. * Highly organized, with strong pipeline discipline and follow-through. * Self-starter mindset with ambition to build a personal franchise and long-term client relationships. * Experience in a fintech or high-growth environment is advantageous but not required. ## Additional Information Our Hiring Process * Application Submission: Complete the online Application Form. * Initial Screening Interview: Discussion of experience, Private Wealth exposure, and role expectations. * Final Interview: In-depth conversation to assess commercial judgment, client approach, and cultural fit. Note: Applications will only be accepted via the Application Form. To submit your application, visit: https://on.skr.ma/apply To view all available roles and their respective job descriptions and qualifications, visit: https://on.skr.ma/hiring", "summaryDescription" : "Private Wealth Focused Sales Manager at Smartkarma. Skills: Sales, Business development, Account management. Own and deliver an individual annual sales target. Build, manage, and expand relationships with private banks", "postedDate" : "2026-06-12T05:57:28.000", "createdAt" : "2026-06-14T19:19:34.087", "lastUpdated" : "2026-06-16T02:16:18.544", "ingestTimestamp" : "2026-06-14T19:19:34.087", "mongoId" : "6a2c9f8b74d8ee00a09a00a0", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "100k-150k", "hasSalary" : false, "allSkills" : [ "Sales", "Business development", "Account management", "Commercial judgment", "Client development", "Sales execution", "Market development", "Pipeline management", "Forecasting accuracy", "Private Wealth ecosystem", "Investment intelligence", "Event-driven strategies", "Merger arbitrage", "Equity capital markets", "Index events", "Forensic accounting", "Wealthtech", "Institutional investors", "CRM" ], "skillCount" : 19, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 755.79144, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.97 }, { "id" : "6a2c6c9f74d8ee00a091a2d4", "title" : "Wealth Advisor", "company" : "Connor, Clark & Lunn Private Capital Ltd. ", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 145000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Calgary, Canada, with 5-10 years of experience in Financial Services." }, "location" : "Calgary, Alberta, Canada", "locations" : [ "Calgary", "Alberta", "Canada", "Edmonton", "Alberta", "Canada", "Montréal", "Quebec", "Canada", "Regina", "Saskatchewan", "Canada", "Saskatoon", "Saskatchewan", "Canada", "Toronto", "Ontario", "Canada", "Vancouver", "British Columbia", "Canada", "Winnipeg", "Manitoba", "Canada" ], "certifications" : [ "AAR registration", "CRM-AR registration" ], "timestamp" : "2026-06-15T10:10:07.757", "fingerprint" : "7bdb3ca3abc4e1fa08acc0854764f579f052ba68589b17be7f020ffc9fa4f371", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pcm/jobs/4223909009", "externalId" : "4223909009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Calgary", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "51.0456064,-114.0575410" }, { "city" : "Vancouver", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "49.2608724,-123.1139520" }, { "city" : "Edmonton", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "53.5462055,-113.4912410" }, { "city" : "Regina", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "50.4479733,-104.6158764" }, { "city" : "Toronto", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" }, { "city" : "Montreal", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "45.5031824,-73.5698065" } ], "locationText" : "Calgary, Canada; Vancouver, Canada; Edmonton, Canada; Regina, Canada; Toronto, Canada; Montreal, Canada", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "professionalSkills" : [ "Business development", "Client servicing", "Wealth planning" ], "hardSkillsList" : [ "Investment management", "Asset allocation", "Financial markets" ], "softSkillsList" : [ "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities" ], "hardSkills" : [ { "name" : "Investment management", "level" : "intermediate" }, { "name" : "Asset allocation", "level" : "intermediate" }, { "name" : "Financial markets", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Interpersonal skills" }, { "name" : "Emotional intelligence" }, { "name" : "Relationship building" }, { "name" : "Networking" }, { "name" : "Presentation abilities" } ], "coreResponsibilities" : "Build practice of new clients, Build and maintain relationships, Maintain client relationships, Provide proactive service, Assess investment suitability, Guide asset allocation, Convey asset class understanding, Lead wealth planning, Conduct financial advisory conversations", "domainKnowledge" : "High net worth market; Not-for-profit market; Investment management", "domainList" : [ "high-net-worth-market", "not-for-profit-market", "investment-management" ], "domainSpecificKnowledge" : [ "High net worth market", "Not-for-profit market", "Investment management" ], "communicationSkills" : "Presentation abilities", "continuousLearning" : "Dedicated coaching; Mentoring; Bespoke mentorship", "qualificationsBasic" : "5+ years industry experience, Sales experience, Client servicing experience", "qualificationsPreferred" : "Current registration, Gain AAR registration, Gain CRM-AR registration", "rawDescription" : "Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. Support to Grow Your Book of Business As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations. What You Will Do CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include: Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations What You Bring The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. Key attributes will be: An aptitude for business development, sales and an entrepreneurial spirit Excellent interpersonal skills, emotional intelligence and a high level of integrity Natural relationship building and networking skills Great communicator with excellent presentation abilities Deep understanding of financial markets and investment management Ability to guide clients in an investment suitability assessment An interest to build an asset with unlimited upside with significant autonomy Five to ten years of related industry experience Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required #LI-HYBRID #LI-RD1 For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Build practice of new clients. Build and maintain relationships", "postedDate" : "2026-06-14T09:40:59.899", "createdAt" : "2026-06-14T09:40:59.899", "lastUpdated" : "2026-06-15T10:10:07.757", "ingestTimestamp" : "2026-06-14T09:40:59.899", "mongoId" : "6a2c6c9f74d8ee00a091a2d4", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Investment management", "Asset allocation", "Financial markets", "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities", "Business development", "Client servicing", "Wealth planning", "High net worth market", "Not-for-profit market", "AAR registration", "CRM-AR registration" ], "skillCount" : 15, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 754.7893, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2ca57974d8ee00a09b6b15", "title" : "Manager (Wealth Management & Retail Investments)", "company" : "Alpha Financial Markets Consulting", "industry" : "Consulting", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Manager in Financial Services in Edinburgh, UK, adjusted for seniority and industry." }, "location" : "Edinburgh, City Of Edinburgh, Scotland, United Kingdom", "locations" : [ "Edinburgh", "City Of Edinburgh", "Scotland", "United Kingdom", "London", "Greater London", "England", "United Kingdom" ], "timestamp" : "2026-06-16T06:37:42.036", "fingerprint" : "819684e46764586b395b41d6cac15e16157ce37e880985e7ab1b76ee0fa8c2dd", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/alphafmcroles/jobs/8025324002", "externalId" : "8025324002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Edinburgh", "state" : "City Of Edinburgh", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "55.9519018,-3.1904199" } ], "locationText" : "Edinburgh, City Of Edinburgh, United Kingdom", "employmentType" : "FULL_TIME", "experienceLevel" : "Manager", "professionalSkills" : [ "Client engagement management", "Strategy development", "Business analysis", "Risk management", "Stakeholder management", "Professional development", "Client relationship management", "Account management", "Financial management" ], "hardSkillsList" : [ "Client satisfaction rating", "High-quality work products", "Project progress monitoring", "Risk monitoring", "Stakeholder communication" ], "softSkillsList" : [ "Leadership" ], "hardSkills" : [ { "name" : "Client satisfaction rating", "level" : "intermediate" }, { "name" : "High-quality work products", "level" : "intermediate" }, { "name" : "Project progress monitoring", "level" : "intermediate" }, { "name" : "Risk monitoring", "level" : "intermediate" }, { "name" : "Stakeholder communication", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" } ], "majorSkills" : "Wealth Management, Retail Investments, Consulting, Client Management", "majorSkillsList" : [ "Wealth Management", "Retail Investments", "Consulting", "Client Management" ], "coreResponsibilities" : "Manage client engagements, Achieve client satisfaction, Develop strategies for clients, Drive high-quality work products, Deliver within timeframes, Deliver within budget, Analyse client business needs, Identify key issues, Propose solutions, Propose recommendations, Monitor project progress, Manage project risks, Inform stakeholders about progress, Inform stakeholders about outcomes, Manage junior colleagues, Motivate junior colleagues, Support professional development, Stay abreast of trends, Identify client entertainment opportunities, Execute client entertainment opportunities, Develop client relationships, Maintain client relationships, Articulate Alpha offerings, Articulate Alpha credentials, Contribute to business development, Undertake account management, Perform financial management", "teamCollaboration" : "Collaborate with global teams; Collaborate with sector teams; Collaborate with colleagues", "projectManagementSkills" : [ "Scoping", "Delivery", "Timeframes", "Budget management", "Risk management" ], "domainKnowledge" : "Asset Management industry; Wealth Management industry; Insurance industry; Life market trends; Pensions market trends; Retail Investments market trends; Life market drivers; Pensions market drivers; Retail Investments market drivers; Life market outlook; Pensions market outlook; Retail Investments market outlook", "domainList" : [ "asset-management-industry", "wealth-management-industry", "insurance-industry", "life-market-trends", "pensions-market-trends", "retail-investments-market-trends", "life-market-drivers", "pensions-market-drivers", "retail-investments-market-drivers", "life-market-outlook", "pensions-market-outlook", "retail-investments-market-outlook" ], "domainSpecificKnowledge" : [ "Asset Management industry", "Wealth Management industry", "Insurance industry", "Life market trends", "Pensions market trends", "Retail Investments market trends", "Life market drivers", "Pensions market drivers", "Retail Investments market drivers", "Life market outlook", "Pensions market outlook", "Retail Investments market outlook" ], "communicationSkills" : "Client presentations; Articulating complex messages", "continuousLearning" : "Proactively learn; Develop expertise; Training programmes", "innovationCreativity" : "Entrepreneurial; Value propositions", "problemSolvingSkills" : "Identify key issues; Propose solutions; Propose recommendations", "specialRequirements" : "Willingness to travel", "outcomesObjectives" : "Achieve client satisfaction rating; Position businesses for success; Contribute to business development; Grow own network", "qualificationsBasic" : "4-5 years consulting/change project delivery, Experience in leading financial institution or consulting firm, Experience in Financial Services organizations, Experience in Wealth Management & Retail Investments industry, Experience with Target Operating Model, Experience with business processes, Experience with IT solutions, Experience with Distribution, Experience with CRM, Experience with regulatory compliance/risk, Experience with data models & migrations, Experience with middle & back office processes, Experience with outsourcing, Experience with cost optimisation, Experience with platform optimisation, Business development experience, Account management experience, Excellent communication skills, Excellent presentation skills, Excellent problem-solving skills, Ability to show initiative, Ability to form relationships with new clients, Ability to maintain existing relationships, Superb interpersonal skills, Ability to influence, Ability to lead, Ability to proffer mentorship, Ability to proffer coaching, Business language fluency in English, Willingness to travel", "qualificationsPreferred" : "Experience within Wealth Management & Retail Investments industry, Experience in projects engaged on Distribution, Experience in projects engaged on CRM, Experience in projects engaged on regulatory compliance/risk, Experience in projects engaged on data models & migrations, Experience in projects engaged on middle & back office processes, Experience in projects engaged on outsourcing, Experience in projects engaged on cost optimisation, Experience in projects engaged on platform optimisation, Proactive interest in contributing to practice growth, Desire to learn and develop", "rawDescription" : "Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by using our deep industry knowledge and expertise. At Alpha, diversity and inclusion is critical to our success. We are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in. We want an Alpha that welcomes everybody and to not only feel like ‘a job’ but be a community. Wealth Management & Retail Investments team The Wealth Management & Retail Investments team has experienced strong growth in the past five years, pursuing its singular goal to be the best sector specialist consulting function in the UK. Our team work with industry leading wealth managers, financial advice groups, investment platforms, life companies, private banks and technology and service providers to these firms to position their businesses for lasting success. The team collaborates with Alpha’s equivalent sector teams across the world serving the global wealth management sector, and with colleagues in other sectors whose clients are exploring retail distribution and growth opportunities. What makes us different? Established yet entrepreneurial. Founded in 2003, Alpha is established, yet still has an SME feel being entrepreneurial, dynamic, and growing – meaning your contribution is seen and valued Work alongside the best in the industry. We work with the best, both internally and externally. Learning directly from both will allow you to develop your own expertise in our space. A true meritocracy. At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance rather than anything else! Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves. Role Responsibilities: Independently managing highly successful client engagements to achieve strong client satisfaction rating, from scoping through to delivery Developing strategies to set our clients up for success, driving high-quality work products within expected timeframes and to budget Analysing clients' business needs to identify key issues and propose solutions and recommendations Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes Managing and motivating junior colleagues, supporting their professional development Staying abreast of current business and pensions and retail investments trends relevant to the client's business Identifying and executing appropriate client/vendor entertainment opportunities Developing and maintaining long-term client relationships and networks Clearly articulating Alpha offerings and credentials Making a strong contribution towards business development Undertaking effective account management including financial management Role Requirements (Skills, Experience and Qualifications): Successful candidates typically have 4-5 years of proven experience in the delivery of consulting or change projects, gained within a leading financial institution or consulting firm Significant experience within ‘blue-chip’ Financial Services organisations, preferably within the Wealth Management & Retail Investmentss industry Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Distribution, CRM, regulatory compliance/risk and data models & migrations, middle & back office processes, outsourcing, cost optimisation, platform optimisation Business development/ account management experience and proactive interest in contributing to the growth of the practice Excellent communication, presentation and problem-solving skills, confident at structuring and articulating complex messages Ability to show initiative when dealing with clients, form strong relationships with new clients, and maintain existing relationships Superb interpersonal skills, with ability to influence and lead, demonstrated with both clients and colleagues The ability and desire to proffer good mentorship and coaching skills towards other team members An in-depth understanding of market trends, drivers and outlook of the Life, Pensions and Retail Investments market. Strong academic background, with an aptitude and desire to proactively learn and develop Business language fluency in English Willingness to travel Sharing in our Success: Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this: Competitive base salary Profit share which is linked to company performance 25 days’ holiday additional to bank holidays Supportive, social and collaborative environment Comprehensive training and development programmes Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the P&RI industry", "summaryDescription" : "Manager (Wealth Management & Retail Investments) at Alpha Financial Markets Consulting. Skills: Wealth Management, Retail Investments, Consulting, Client Management. Manage client engagements. Achieve client satisfaction", "postedDate" : "2026-06-14T17:35:44.964", "createdAt" : "2026-06-14T17:35:44.964", "lastUpdated" : "2026-06-16T06:37:42.036", "ingestTimestamp" : "2026-06-14T17:35:44.964", "mongoId" : "6a2ca57974d8ee00a09b6b15", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Client satisfaction rating", "High-quality work products", "Project progress monitoring", "Risk monitoring", "Stakeholder communication", "Leadership", "Wealth Management", "Retail Investments", "Consulting", "Client Management", "Client engagement management", "Strategy development", "Business analysis", "Risk management", "Stakeholder management", "Professional development", "Client relationship management", "Account management", "Financial management", "Scoping", "Delivery", "Timeframes", "Budget management", "Asset Management industry", "Wealth Management industry", "Insurance industry", "Life market trends", "Pensions market trends", "Retail Investments market trends", "Life market drivers", "Pensions market drivers", "Retail Investments market drivers", "Life market outlook", "Pensions market outlook", "Retail Investments market outlook" ], "skillCount" : 35, "jobCategory" : "general", "jobSubcategory" : "general", "seniorityLevel" : "Manager", "dataQualityScore" : 1.0, "_score" : 754.4645, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c6c9f74d8ee00a091a2d8", "title" : "Wealth Advisor", "company" : "Connor, Clark & Lunn Private Capital Ltd. ", "industry" : "FinTech", "salary" : { "min" : 85000.0, "max" : 135000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Calgary, Canada, adjusted for the Financial Services industry." }, "location" : "Calgary, Alberta, Canada", "locations" : [ "Calgary", "Alberta", "Canada", "Edmonton", "Alberta", "Canada", "Montréal", "Quebec", "Canada", "Regina", "Saskatchewan", "Canada", "Saskatoon", "Saskatchewan", "Canada", "Toronto", "Ontario", "Canada", "Vancouver", "British Columbia", "Canada", "Winnipeg", "Manitoba", "Canada" ], "certifications" : [ "AAR registration", "CRM-AR registration", "CIM", "CFA" ], "timestamp" : "2026-06-15T10:18:26.203", "fingerprint" : "db1ca9a5f175e0b6b9e4fd0d1e9bbf94fe3cc5c018600c28520ec068d3af39bd", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pcm/jobs/4227388009", "externalId" : "4227388009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Calgary", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "51.0456064,-114.0575410" }, { "city" : "Vancouver", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "49.2608724,-123.1139520" }, { "city" : "Edmonton", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "53.5462055,-113.4912410" }, { "city" : "Regina", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "50.4479733,-104.6158764" }, { "city" : "Toronto", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" }, { "city" : "Montreal", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "45.5031824,-73.5698065" } ], "locationText" : "Calgary, Canada; Vancouver, Canada; Edmonton, Canada; Regina, Canada; Toronto, Canada; Montreal, Canada", "employmentType" : "FULL_TIME", "professionalSkills" : [ "Business development", "Sales", "Client servicing", "Wealth planning", "Asset allocation", "Investment management" ], "hardSkillsList" : [ "Financial markets understanding", "Investment suitability assessment" ], "softSkillsList" : [ "Interpersonal skills", "Emotional intelligence" ], "hardSkills" : [ { "name" : "Financial markets understanding", "level" : "intermediate" }, { "name" : "Investment suitability assessment", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Interpersonal skills" }, { "name" : "Emotional intelligence" } ], "majorSkills" : "Client acquisition, Relationship management, Wealth management", "majorSkillsList" : [ "Client acquisition", "Relationship management", "Wealth management" ], "coreResponsibilities" : "Build practice of new clients, Develop business development activities, Build and maintain relationships with lawyers, Build and maintain relationships with accountants, Build and maintain relationships with centres-of-influence, Build and maintain relationships with independent financial advisors, Maintain client relationships, Provide proactive service, Provide exceptional service, Assess investment suitability, Guide asset allocation, Convey asset class understanding, Lead wealth planning, Lead financial advisory conversations", "teamCollaboration" : "Work alongside colleagues", "domainKnowledge" : "High net worth market; Not-for-profit market; Financial markets; Investment management", "domainList" : [ "high-net-worth-market", "not-for-profit-market", "financial-markets", "investment-management" ], "domainSpecificKnowledge" : [ "High net worth market", "Not-for-profit market", "Financial markets", "Investment management" ], "communicationSkills" : "Presentation abilities", "continuousLearning" : "Dedicated coaching support; Coaching and mentoring; Bespoke one-on-one mentorship", "outcomesObjectives" : "Achieve unique financial goals; Grow book of business; Attract and retain clients", "qualificationsBasic" : "5 to 10 years related industry experience, Undergraduate degree, CIM + 2 years Registered Investment Management Experience, CFA required", "qualificationsPreferred" : "Current registration or confidence to gain AAR or CRM-AR registration", "workSiteFlexibility" : "Flexible", "rawDescription" : "Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. Support to Grow Your Book of Business As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations. What You Will Do CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include: Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations What You Bring The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. Key attributes will be: An aptitude for business development, sales and an entrepreneurial spirit Excellent interpersonal skills, emotional intelligence and a high level of integrity Natural relationship building and networking skills Great communicator with excellent presentation abilities Deep understanding of financial markets and investment management Ability to guide clients in an investment suitability assessment An interest to build an asset with unlimited upside with significant autonomy Five to ten years of related industry experience Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required #LI-HYBRID #LI-RD1 About Connor, Clark & Lunn Private Capital: CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. CC&L Financial Group, one of Canada's largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US, the UK and India, CCL&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $188 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. For more information on why becoming a Wealth Advisor at CC&L Private Capital may be the only career move you ever need to make, we invite you to explore https://cclprivatecapital.com/careers/wealth-advisors. To apply for this position, please submit your resume and cover letter We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Skills: Client acquisition, Relationship management, Wealth management. Build practice of new clients. Develop business development activities", "postedDate" : "2026-06-13T21:38:42.430", "createdAt" : "2026-06-13T21:38:42.430", "lastUpdated" : "2026-06-15T10:18:26.203", "ingestTimestamp" : "2026-06-13T21:38:42.430", "mongoId" : "6a2c6c9f74d8ee00a091a2d8", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Financial markets understanding", "Investment suitability assessment", "Interpersonal skills", "Emotional intelligence", "Client acquisition", "Relationship management", "Wealth management", "Business development", "Sales", "Client servicing", "Wealth planning", "Asset allocation", "Investment management", "High net worth market", "Not-for-profit market", "Financial markets", "AAR registration", "CRM-AR registration", "CIM", "CFA" ], "skillCount" : 20, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 752.74646, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c979d74d8ee00a09928fd", "title" : "Private Wealth Focused Sales Manager", "company" : "Smartkarma", "industry" : "Financial Services", "salary" : { "min" : 120000.0, "max" : 180000.0, "currency" : "SGD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Private Wealth Focused Sales Manager in Singapore's FinTech industry, adjusted for company size and experience." }, "location" : "Singapore, SG", "locations" : [ "Singapore", "SG" ], "timestamp" : "2026-06-16T00:32:36.354", "fingerprint" : "429b8585b36bfbb0978df008ab35bc52cf338dc294dbecc7955cc8a1f16be433", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/Smartkarma/744000131818050-private-wealth-focused-sales-manager", "externalId" : "744000131818050", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Singapore", "country" : "Singapore", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "1.2899175,103.8519072" } ], "locationText" : "Singapore, Singapore", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "mid", "professionalSkills" : [ "Commercial judgment", "Client development", "Sales execution", "Market development", "Pipeline management", "Forecasting accuracy" ], "majorSkills" : "Sales, Business development, Client relationships", "majorSkillsList" : [ "Sales", "Business development", "Client relationships" ], "coreResponsibilities" : "Own and deliver an individual annual sales target, Build, manage, and expand relationships with private banks, Build, manage, and expand relationships with wealth managers, Build, manage, and expand relationships with CIO offices,, Build, manage, and expand relationships with wealth platforms, Drive new client acquisition, Expand existing relationships across research, data, platform subscriptions,, Run the full sales cycle independently, Prospect and discover client needs, Negotiate commercial terms, Close deals, Position Smartkarma’s research, data, and API offerings, Articulate how Smartkarma enables clients to differentiate their, Coordinate with internal product teams, Coordinate with analyst relations teams, Coordinate with client success teams, Develop a deep understanding of Private Wealth client, Develop a deep understanding of Private Wealth client, Develop a deep understanding of Private Wealth client, Track competitive dynamics, Track evolving content trends, Track evolving technology trends, Provide structured market feedback, Represent Smartkarma in client meetings, Represent Smartkarma in industry events, Represent Smartkarma in targeted roadshows, Maintain disciplined pipeline management, Maintain forecasting accuracy, Maintain CRM hygiene, Provide regular updates on sales activity, Provide regular updates on pipeline health, Provide regular updates on market developments", "teamCollaboration" : "Internal product teams; Analyst relations teams; Client success teams; Senior management", "domainKnowledge" : "Private Wealth ecosystem; Investment intelligence; Investment research; Data analytics; API solutions; Event-driven strategies; Merger arbitrage; Equity capital markets; Index events; Forensic accounting; Wealthtech; Institutional investors", "domainList" : [ "private-wealth-ecosystem", "investment-intelligence", "investment-research", "data-analytics", "api-solutions", "event-driven-strategies", "merger-arbitrage", "equity-capital-markets", "index-events", "forensic-accounting", "wealthtech", "institutional-investors" ], "domainSpecificKnowledge" : [ "Private Wealth ecosystem", "Investment intelligence", "Investment research", "Data analytics", "API solutions", "Event-driven strategies", "Merger arbitrage", "Equity capital markets", "Index events", "Forensic accounting", "Wealthtech", "Institutional investors" ], "toolProficiency" : [ "CRM" ], "outcomesObjectives" : "Deliver an individual annual sales target", "qualificationsBasic" : "3 to 5 years of experience in sales, business development, or account management, Demonstrated experience selling to Private Banks, Wealth Managers, CIO offices, or advisory and research teams, Prior experience working under a senior sales leader or account manager, Exposure to structured enterprise or consultative sales processes", "qualificationsPreferred" : "Experience in a fintech or high-growth environment", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Smartkarma is a provider of an AI-augmented investment intelligence platform designed to serve global institutional investors and corporate decision-makers. The platform delivers real-time actionable insights, premium data analytics, and direct access to hundreds of top-ranked investment analysts. Smartkarma specializes in fast-growing, underserved investment strategies including event-driven, merger arbitrage, equity capital markets, index events, and forensic accounting. In addition to its core platform, Smartkarma has developed a suite of APIs that allow partners to embed institutional-grade research and data directly into their own products and workflows. These APIs enable private banks, wealth platforms, and wealthtech firms to enhance their content offerings, improve advisor productivity, and strengthen their value proposition to end clients by delivering differentiated, high-quality investment intelligence traditionally reserved for institutional investors. Smartkarma has achieved consistent sales growth and profitability, supported by partnerships with blue-chip global channel partners. Its global client base includes tier-1 asset managers, bulge-bracket banks, and corporate clients. The company is founder-led, with a proven track record of building and scaling capital markets challengers. Why Join Smartkarma? * Opportunity to own and scale a high-potential Private Wealth segment. * Exposure to a differentiated product set spanning research, data, and API-driven technology solutions. * Clear path for career progression as revenue responsibility and market impact grow. * Competitive compensation with performance-linked upside. * Collaborative, high-performance culture with direct access to senior leadership. Smartkarma is hiring a Sales Manager to join its Business Development team, with primary responsibility for expanding Smartkarma’s footprint across the Private Wealth ecosystem. This role is designed for a commercially driven sales professional who has developed strong fundamentals under senior sales leadership and is now ready to take ownership, build a meaningful book of business, and establish a market presence. Key Responsibilities Revenue Ownership and Client Development * Own and deliver an individual annual sales target focused on the Private Wealth segment. * Build, manage, and expand relationships with: * Private banks * Wealth managers and family offices * CIO offices, advisory teams, and investment research functions * Wealth platforms and wealthtech firms * Drive new client acquisition and expand existing relationships across research, data, platform subscriptions, and API-based solutions. Sales Execution * Run the full sales cycle independently, from prospecting and discovery through commercial negotiation and close. * Position Smartkarma’s research, data, and API offerings in alignment with client workflows, advisor use cases, and regulatory constraints. * Articulate how Smartkarma enables clients to differentiate their end-client offering through institutional-quality content. * Coordinate with internal product, analyst relations, and client success teams to deliver tailored, high-impact solutions. Market and Segment Development * Develop a deep understanding of Private Wealth client needs, buying behavior, and budget ownership. * Track competitive dynamics and evolving content and technology trends within the wealth ecosystem. * Provide structured market feedback to inform product positioning and go-to-market strategy. * Represent Smartkarma in client meetings, industry events, and targeted roadshows. Performance Management and Reporting * Maintain disciplined pipeline management, forecasting accuracy, and CRM hygiene. * Provide regular updates on sales activity, pipeline health, and market developments to senior management. ## Qualifications * 3 to 5 years of experience in sales, business development, or account management within one or more of the following: * Investment research * Market data * Financial technology or wealth technology platforms * Demonstrated experience selling to Private Banks, Wealth Managers, CIO offices, or advisory and research teams. * Prior experience working under a senior sales leader or account manager, with exposure to structured enterprise or consultative sales processes. * Motivated to step into a more autonomous, quota-carrying role with increased accountability and upside. Skills and Attributes * Strong commercial judgment with a consistent focus on execution and outcomes. * Comfortable engaging senior investment professionals and decision-makers. * Able to translate complex research, data, and technology solutions into clear client value propositions. * Highly organized, with strong pipeline discipline and follow-through. * Self-starter mindset with ambition to build a personal franchise and long-term client relationships. * Experience in a fintech or high-growth environment is advantageous but not required. ## Additional Information Our Hiring Process * Application Submission: Complete the online Application Form. * Initial Screening Interview: Discussion of experience, Private Wealth exposure, and role expectations. * Final Interview: In-depth conversation to assess commercial judgment, client approach, and cultural fit. Note: Applications will only be accepted via the Application Form. To submit your application, visit: https://on.skr.ma/apply To view all available roles and their respective job descriptions and qualifications, visit: https://on.skr.ma/hiring", "summaryDescription" : "Private Wealth Focused Sales Manager at Smartkarma. Skills: Sales, Business development, Client relationships. Own and deliver an individual annual sales target. Build, manage, and expand relationships with private banks", "postedDate" : "2026-06-12T05:57:28.000", "createdAt" : "2026-06-14T20:16:53.887", "lastUpdated" : "2026-06-16T00:32:36.354", "ingestTimestamp" : "2026-06-14T20:16:53.887", "mongoId" : "6a2c979d74d8ee00a09928fd", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "100k-150k", "hasSalary" : false, "allSkills" : [ "Sales", "Business development", "Client relationships", "Commercial judgment", "Client development", "Sales execution", "Market development", "Pipeline management", "Forecasting accuracy", "Private Wealth ecosystem", "Investment intelligence", "Investment research", "Data analytics", "API solutions", "Event-driven strategies", "Merger arbitrage", "Equity capital markets", "Index events", "Forensic accounting", "Wealthtech", "Institutional investors", "CRM" ], "skillCount" : 22, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 749.6714, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2ca57974d8ee00a09b6af3", "title" : "Consultant (Wealth Management & Retail Investments)", "company" : "Alpha Financial Markets Consulting", "industry" : "Consulting", "salary" : { "min" : 60000.0, "max" : 90000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a mid-level Consultant in Wealth Management & Retail Investments in Edinburgh, UK, adjusted for industry and company size." }, "location" : "Edinburgh, City Of Edinburgh, Scotland, United Kingdom", "locations" : [ "Edinburgh", "City Of Edinburgh", "Scotland", "United Kingdom", "London", "Greater London", "England", "United Kingdom" ], "timestamp" : "2026-06-16T04:35:33.494", "fingerprint" : "7a4c74da2742218456f59fa16eac4af6f118387c6a80ef2f79d1b687edf3ba3c", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/alphafmcroles/jobs/4348664002", "externalId" : "4348664002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Edinburgh", "state" : "City Of Edinburgh", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "55.9519018,-3.1904199" } ], "locationText" : "Edinburgh, City Of Edinburgh, United Kingdom", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 3, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "professionalSkills" : [ "Project design", "Project delivery", "Business development" ], "hardSkillsList" : [ "Financial modeling" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" } ], "majorSkills" : "Wealth Management, Retail Investments, Consulting", "majorSkillsList" : [ "Wealth Management", "Retail Investments", "Consulting" ], "coreResponsibilities" : "Work on client projects, Support project design, Support project delivery, Create high-quality work products, Own key project delivery items, Own deliverables or workstreams, Prepare project meeting materials, Deliver project meeting materials, Prepare client meeting materials, Deliver client meeting materials, Identify business opportunities, Discuss business opportunities internally, Track project plans, Monitor project plans, Track project milestones, Monitor project milestones, Track project issues, Monitor project issues, Track project risks, Monitor project risks, Track project actions, Monitor project actions, Track project dependencies, Monitor project dependencies, Escalate project issues, Manage competing demands, Manage competing priorities, Understand Alpha services, Assess ways to serve clients, Stay abreast of trends, Make contribution to business development, Support internal business management, Develop thought leadership, Support recruitment, Develop Alpha proposition", "teamCollaboration" : "Work alongside a team; Collaborate with global teams; Collaborate with sector teams", "projectManagementSkills" : [ "Project management" ], "domainKnowledge" : "Wealth Management; Retail Investments; Asset Management; Financial Advice; Investment Platforms; Life Companies; Private Banks; Target Operating Models; Business Processes; IT Solutions; Distribution; CRM; Regulatory Compliance; Risk Management; Data Models; Data Migrations; Outsourcing; Cost Optimisation", "domainList" : [ "wealth-management", "retail-investments", "asset-management", "financial-advice", "investment-platforms", "life-companies", "private-banks", "target-operating-models", "business-processes", "it-solutions", "distribution", "crm", "regulatory-compliance", "risk-management", "data-models", "data-migrations", "outsourcing", "cost-optimisation" ], "domainSpecificKnowledge" : [ "Wealth Management", "Retail Investments", "Asset Management", "Financial Advice", "Investment Platforms", "Life Companies", "Private Banks", "Target Operating Models", "Business Processes", "IT Solutions", "Distribution", "CRM", "Regulatory Compliance", "Risk Management", "Data Models", "Data Migrations", "Outsourcing", "Cost Optimisation" ], "specialRequirements" : "Willingness to travel", "qualificationsBasic" : "3 years financial services consulting, Experience with change projects, Experience with Target Operating Models, Experience with business processes, Experience with IT solutions, Experience with Distribution, Experience with CRM, Experience with regulatory compliance/risk, Experience with data models & migrations, Experience with outsourcing, Experience with cost optimisation, 2:1 degree or qualified by experience", "qualificationsPreferred" : "Wealth Management & Retail Investments industry experience", "rawDescription" : "Title: Wealth Management & Retail Investments - Consultant Alpha Intro: Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by using our deep industry knowledge and expertise. At Alpha, diversity and inclusion is critical to our success. We are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in. We want an Alpha that welcomes everybody and to not only feel like ‘a job’ but be a community. Wealth Management & Retail Investments team The Wealth Management & Retail Investments team has experienced strong growth in the past five years, pursuing its singular goal to be the best sector specialist consulting function in the UK. Our team work with industry leading wealth managers, financial advice groups, investment platforms, life companies, private banks and technology and service providers to these firms to position their businesses for lasting success. The team collaborates with Alpha’s equivalent sector teams across the world serving the global wealth management sector, and with colleagues in other sectors whose clients are exploring retail distribution and growth opportunities.. What makes us different? Established yet entrepreneurial. Founded in 2003, Alpha is established, yet still has an SME feel being entrepreneurial, dynamic, and growing – meaning your contribution is seen and valued Work alongside the best in the industry. We work with the best, both internally and externally. Learning directly from both will allow you to develop your own expertise in our space. A true meritocracy. At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance rather than anything else! Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves. Wealth Management & Retail Investments Consultant - What’s the opportunity? Work, both alongside a team and independently, on client projects, supporting project design through to delivery Support the creation of high-quality work products within expected timeframes Own key items for project delivery – including possible ownership of deliverables or workstreams within a project Actively participate in the preparation of materials for and delivery of project and client meetings Identify and internally discuss ideas for further business opportunities Track and monitor project plans and milestones, as well as key project issues, risks, actions, and dependencies, and escalate where appropriate Manage competing demands and priorities, from both internal and external stakeholders, to the satisfaction of all parties Understand Alpha and its services and actively assessing ways to serve clients Stay abreast of Wealth Management & Retail Investments trends relevant to the client's business Make a contribution to business development, support with the development of one or two internal business management areas (e. g. contributions to thought leadership, recruitment or Alpha proposition development) Who are we looking for? Circa 3 years’ experience within financial services consulting is a must, ideally within the Wealth Management & Retail Investments industry Experience of working on significant change projects with Blue Chip organisations covering such things as Target Operating Models, business processes and/or IT solutions within areas such as: Distribution, CRM, regulatory compliance/risk, data models & migrations, outsourcing, cost optimisation etc Strong academic background (minimum 2:1 degree) or qualified through experience in the industry Willingness to travel when needed", "summaryDescription" : "Consultant (Wealth Management & Retail Investments) at Alpha Financial Markets Consulting. Skills: Wealth Management, Retail Investments, Consulting. Work on client projects. Support project design", "postedDate" : "2026-06-14T20:15:30.327", "createdAt" : "2026-06-14T20:15:30.327", "lastUpdated" : "2026-06-16T04:35:33.494", "ingestTimestamp" : "2026-06-14T20:15:30.327", "mongoId" : "6a2ca57974d8ee00a09b6af3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ "Financial modeling", "Wealth Management", "Retail Investments", "Consulting", "Project design", "Project delivery", "Business development", "Project management", "Asset Management", "Financial Advice", "Investment Platforms", "Life Companies", "Private Banks", "Target Operating Models", "Business Processes", "IT Solutions", "Distribution", "CRM", "Regulatory Compliance", "Risk Management", "Data Models", "Data Migrations", "Outsourcing", "Cost Optimisation" ], "skillCount" : 24, "jobCategory" : "general", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 748.1858, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c79f574d8ee00a0943db5", "title" : "Manager, Technology – Platform Solution", "company" : "Pearce Services Global", "salary" : { "min" : 2250000.0, "max" : 3500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Manager, Technology – Platform Solution in India, adjusted for seniority, company size, and industry." }, "location" : "India", "locations" : [ "India" ], "timestamp" : "2026-06-16T03:03:07.915", "fingerprint" : "3f8efeb2adf10660136df694fdd63f81a4e12bdf2b9d94700ce84b104fd5c144", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/psg/jobs/5210156008", "externalId" : "5210156008", "industryFunction" : { }, "structuredLocations" : [ { "country" : "India", "continent" : "as", "workMode" : "onsite" } ], "locationText" : "India", "minimumEducation" : "Bachelor's", "experienceMinYears" : 8, "experienceMaxYears" : 12, "experienceLevel" : "Manager", "remoteFriendly" : false, "rawDescription" : "Job Description Job Title: Manager, Technology – Platform Solution(GIS) Department: Technology responsible for staffing, coaching, performance management, and expertise development. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor’s or Master’s degree in GIS, Geomatics, Geography, Computer Science, Engineering, or related field. 8–12 years of GIS experience with 3–5 years in platform operations or leadership roles. Language Skills Strong written and verbal communication skills.Deep expertise in ESRI ArcGIS ecosystem, including ArcGIS Online, ArcGIS Enterprise, ArcGIS Pro, Field Maps, Survey123, Experience Builder, geodatabases, SDE, versioning, and GIS integrations. Reasoning Ability Strong analytical and spatial reasoning skills. Computer Skills Proficient in ESRI tools, scripting (Python/ArcPy), Azure, APIs, and database platforms. Certificates, Licenses, Registrations ESRI technical certifications preferred. Other Skills/Abilities and Qualifications -Strong GIS troubleshooting, field workflow support, and integration expertise. -Experience in telecom, utilities, or field services GIS operations preferred. -Pearce is an Equal Opportunity Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.", "summaryDescription" : "Manager, Technology – Platform Solution at Pearce Services Global", "postedDate" : "2026-06-14T20:02:48.190", "createdAt" : "2026-06-14T20:02:48.190", "lastUpdated" : "2026-06-16T03:03:07.915", "ingestTimestamp" : "2026-06-14T20:02:48.190", "mongoId" : "6a2c79f574d8ee00a0943db5", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Manager", "dataQualityScore" : 0.7777778, "_score" : 738.0131, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c6c9f74d8ee00a091a2d9", "title" : "Wealth Advisor", "company" : "Connor, Clark & Lunn Private Capital Ltd. ", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 150000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Vancouver, Canada, adjusted for the Financial Services industry and 5-10 years of experience." }, "location" : "Calgary, Alberta, Canada", "locations" : [ "Calgary", "Alberta", "Canada", "Edmonton", "Alberta", "Canada", "Montréal", "Quebec", "Canada", "Regina", "Saskatchewan", "Canada", "Saskatoon", "Saskatchewan", "Canada", "Toronto", "Ontario", "Canada", "Vancouver", "British Columbia", "Canada", "Winnipeg", "Manitoba", "Canada" ], "timestamp" : "2026-06-15T09:01:53.691", "fingerprint" : "53cdb063eb382796a58360ee688c0271ff418fbcbf5fcb1be9bc36865ccde667", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pcm/jobs/4227396009", "externalId" : "4227396009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Vancouver", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "49.2608724,-123.1139520" }, { "city" : "Edmonton", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "53.5462055,-113.4912410" }, { "city" : "Calgary", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "51.0456064,-114.0575410" }, { "city" : "Regina", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "50.4479733,-104.6158764" }, { "city" : "Toronto", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" }, { "city" : "Montreal", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "45.5031824,-73.5698065" } ], "locationText" : "Vancouver, Canada; Edmonton, Canada; Calgary, Canada; Regina, Canada; Toronto, Canada; Montreal, Canada", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "professionalSkills" : [ "Business development", "Client servicing", "Wealth planning", "Asset allocation", "Investment management" ], "hardSkillsList" : [ "Financial markets", "Investment suitability" ], "softSkillsList" : [ "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities" ], "hardSkills" : [ { "name" : "Financial markets", "level" : "intermediate" }, { "name" : "Investment suitability", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Interpersonal skills" }, { "name" : "Emotional intelligence" }, { "name" : "Relationship building" }, { "name" : "Networking" }, { "name" : "Presentation abilities" } ], "coreResponsibilities" : "Build practice of new clients, Build and maintain relationships, Maintain client relationships, Provide proactive service, Assess investment suitability, Guide asset allocation, Convey asset class understanding, Lead wealth planning, Conduct financial advisory conversations", "domainKnowledge" : "High net worth market; Not-for-profit market; Independent financial advisor community; Investment offering", "domainList" : [ "high-net-worth-market", "not-for-profit-market", "independent-financial-advisor-community", "investment-offering" ], "domainSpecificKnowledge" : [ "High net worth market", "Not-for-profit market", "Independent financial advisor community", "Investment offering" ], "communicationSkills" : "Presentation abilities", "continuousLearning" : "Dedicated coaching support; Career-long support; Bespoke one-on-one mentorship", "qualificationsBasic" : "Five to ten years related industry experience, Current registration or confidence to gain AAR or CRM-AR registration", "qualificationsPreferred" : "Successful salesperson, Industry experience, Existing network, Experienced in client servicing, Open to training and coaching", "workSiteFlexibility" : "Onsite", "rawDescription" : "Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. Support to Grow Your Book of Business As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations. What You Will Do CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include: Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations What You Bring The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. Key attributes will be: An aptitude for business development, sales and an entrepreneurial spirit Excellent interpersonal skills, emotional intelligence and a high level of integrity Natural relationship building and networking skills Great communicator with excellent presentation abilities Deep understanding of financial markets and investment management Ability to guide clients in an investment suitability assessment An interest to build an asset with unlimited upside with significant autonomy Five to ten years of related industry experience Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required #LI-HYBRID #LI-RD1 For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Build practice of new clients. Build and maintain relationships", "postedDate" : "2026-06-14T04:19:09.675", "createdAt" : "2026-06-14T04:19:09.675", "lastUpdated" : "2026-06-15T09:01:53.691", "ingestTimestamp" : "2026-06-14T04:19:09.675", "mongoId" : "6a2c6c9f74d8ee00a091a2d9", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Financial markets", "Investment suitability", "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities", "Business development", "Client servicing", "Wealth planning", "Asset allocation", "Investment management", "High net worth market", "Not-for-profit market", "Independent financial advisor community", "Investment offering" ], "skillCount" : 16, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 736.815, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2cc39974d8ee00a0a09cd0", "title" : "Wealth Advisor", "company" : "Mariner Wealth Advisors", "industry" : "Wealth", "salary" : { "min" : 90000.0, "max" : 135000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "Oakbrook Terrace, IL", "locations" : [ "Oakbrook Terrace, IL" ], "certifications" : [ "Series 65", "CFP", "CFA" ], "timestamp" : "2026-06-16T02:46:00.397", "fingerprint" : "90c411ee5e0d10aaee102948b50e5f756e378804ba26bc8c34959d183f8ebdc1", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/b1871e2c-84f0-4c16-b95e-d8fde937600f/application", "externalId" : "b1871e2c-84f0-4c16-b95e-d8fde937600f", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Oakbrook Terrace", "state" : "Illinois", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "41.8500302,-87.9645077" } ], "locationText" : "Oakbrook Terrace, Illinois, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "technicalSkills" : "EMoney, MoneyGuide Pro", "professionalSkills" : [ "Wealth management", "Financial planning", "Investment management" ], "hardSkillsList" : [ "Client relationship management", "Organizational skills", "Time management skills" ], "hardSkills" : [ { "name" : "Client relationship management", "level" : "intermediate" }, { "name" : "Organizational skills", "level" : "intermediate" }, { "name" : "Time management skills", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Financial planning, Client relationship management", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client relationship management" ], "coreResponsibilities" : "Provide comprehensive wealth management advice, Prepare customized financial plans, Conduct research and analysis, Cultivate client relationships, Address client questions and needs, Execute client requests, Update client information, Obtain new clients, Train new associate wealth advisors, Mentor client service associates", "teamCollaboration" : "Work with wealth advisor team; Work with strategic relationships; Work with community networks", "domainKnowledge" : "High net worth clients; Fee-based consulting; Tax; Mutual funds; Money manager programs; Insurance; Financial planning", "domainList" : [ "high-net-worth-clients", "fee-based-consulting", "tax", "mutual-funds", "money-manager-programs", "insurance", "financial-planning" ], "domainSpecificKnowledge" : [ "High net worth clients", "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Financial planning" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Interpersonal skills; Relationship management skills", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4", "qualificationsBasic" : "Bachelor's degree required, 5+ years experience, Series 65 required, CFP required, CFA required, Clean U4 with no disclosures", "qualificationsPreferred" : "Fee-based consulting experience, Tax experience, Mutual funds experience, Money manager programs experience, Insurance experience, Financial planning experience, High net worth clients experience, Ultra-high net worth clients experience, Talent development experience, Training new staff experience, Mentoring interns experience", "workSiteFlexibility" : "Hybrid", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationship management. Provide comprehensive wealth management advice. Prepare customized financial plans", "createdAt" : "2026-06-14T19:30:23.390", "lastUpdated" : "2026-06-16T02:46:00.397", "ingestTimestamp" : "2026-06-14T19:30:23.390", "mongoId" : "6a2cc39974d8ee00a0a09cd0", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 90000, "salaryAnnualMax" : 135000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Client relationship management", "Organizational skills", "Time management skills", "Wealth management", "Financial planning", "Investment management", "High net worth clients", "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Series 65", "CFP", "CFA", "EMoney", "MoneyGuide Pro" ], "skillCount" : 17, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 735.99133, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2cc39974d8ee00a0a09cce", "title" : "Wealth Advisor", "company" : "Mariner Wealth Advisors", "industry" : "Wealth", "salary" : { "min" : 115000.0, "max" : 160000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "New York, NY", "locations" : [ "New York, NY" ], "certifications" : [ "Series 65", "CFP", "CFA" ], "timestamp" : "2026-06-16T04:42:20.261", "fingerprint" : "827e929dea01089648fbcedee11548d7670527cd02a0348c504f3f8a4f85d49c", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/895bde25-ac7f-43ff-aad7-5752fda54cba/application", "externalId" : "895bde25-ac7f-43ff-aad7-5752fda54cba", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "professionalSkills" : [ "Wealth management", "Financial planning", "Investment management" ], "hardSkillsList" : [ "Financial analysis", "Client relationship management", "Time management" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Client relationship management", "level" : "intermediate" }, { "name" : "Time management", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Financial planning, Client relationship management", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client relationship management" ], "coreResponsibilities" : "Provide wealth management advice, Prepare financial plans, Analyze client solutions, Cultivate client relationships, Address client needs, Execute client requests, Update client information, Obtain new clients, Train new advisors, Mentor client service associates", "teamCollaboration" : "Work with wealth advisor team; Partner with clients; Work with team resources; Partnership with relationships; Partnership with networks", "domainKnowledge" : "Fee-based consulting; Tax; Mutual funds; Money manager programs; Insurance; Financial planning", "domainList" : [ "fee-based-consulting", "tax", "mutual-funds", "money-manager-programs", "insurance", "financial-planning" ], "domainSpecificKnowledge" : [ "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Financial planning" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Interpersonal skills; Relationship management", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4", "qualificationsBasic" : "Bachelor's degree required, 5+ years experience, Series 65 required, CFP required, CFA required", "qualificationsPreferred" : "Fee-based consulting experience, Tax experience, Mutual funds experience, Money manager programs experience, Insurance experience, Financial planning experience, High net worth clients experience, Ultra-high net worth clients experience, EMoney proficiency, MoneyGuide Pro proficiency, Talent development experience, Training new staff experience, Mentoring interns experience", "workSiteFlexibility" : "Onsite", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationship management. Provide wealth management advice. Prepare financial plans", "createdAt" : "2026-06-14T18:33:08.524", "lastUpdated" : "2026-06-16T04:42:20.261", "ingestTimestamp" : "2026-06-14T18:33:08.524", "mongoId" : "6a2cc39974d8ee00a0a09cce", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 115000, "salaryAnnualMax" : 160000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Client relationship management", "Time management", "Wealth management", "Financial planning", "Investment management", "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Series 65", "CFP", "CFA", "EMoney", "MoneyGuide Pro" ], "skillCount" : 16, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 734.7435, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "69c909539bc74574cbb08c5d", "title" : "Associate Director, IIX Technology Platforms", "company" : "IIX Global", "industry" : "Technology", "salary" : { "min" : 1.0E9, "max" : 1.5E9, "currency" : "IDR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market data for an Associate Director, IIX Technology Platforms in Jakarta, Indonesia, adjusted for director seniority and the finance industry." }, "location" : "Jakarta, ID", "locations" : [ "Jakarta", "ID" ], "timestamp" : "2026-06-16T00:14:09.289", "fingerprint" : "2038528761250dcf1cca8214c553c0b1e23372d45f03882bf6e07838cb679d35", "source" : "breezyhr", "language" : "en", "applyUrl" : "https://iix-global.breezy.hr/p/4e92b5ad6924-associate-director-iix-technology-platforms-indonesia", "externalId" : "4e92b5ad6924", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Jakarta", "country" : "Indonesia", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "-6.1754049,106.8271680" } ], "locationText" : "Jakarta, Indonesia", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "remoteFriendly" : true, "rawDescription" : "About Impact Investment Exchange (IIX) Impact Investment Exchange (IIX) is a pioneer in impact investing, dedicated to reshaping finance for sustainable development. Over the past 17 years, IIX has built the sustainable investing market through: • Capital Mobilization – Including the Women’s Liveli", "summaryDescription" : "Associate Director, IIX Technology Platforms at IIX Global", "createdAt" : "2026-06-14T18:36:51.186", "lastUpdated" : "2026-06-16T00:14:09.289", "ingestTimestamp" : "2026-06-14T18:36:51.186", "mongoId" : "69c909539bc74574cbb08c5d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Director", "dataQualityScore" : 0.7777778, "_score" : 733.3729, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Finance", "llmIndustryConfidence" : 0.92 }, { "id" : "6a2ca68e74d8ee00a09bc329", "title" : "Wealth Manager", "company" : "Focus Financial Partners", "industry" : "Banking", "salary" : { "min" : 125000.0, "max" : 185000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Manager in Seattle, adjusted for the Financial Services industry and company size." }, "location" : "Seattle, Washington, United States", "locations" : [ "Seattle", "Washington", "United States" ], "certifications" : [ "CFA designation" ], "timestamp" : "2026-06-15T08:26:50.151", "fingerprint" : "5d30f638e50ecb5feb45b88b75a184fc45c621f4c9a7328708ddf3e992c38513", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6022829004", "externalId" : "6022829004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Seattle", "state" : "Washington", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "47.6038321,-122.3300620" } ], "locationText" : "Seattle, Washington, United States", "technicalSkills" : "Python, R, SQL, Bloomberg Terminal", "professionalSkills" : [ "Investment management", "Portfolio management", "Fundamental analysis", "Stock recommendations", "Client relationship management" ], "hardSkillsList" : [ "Financial analysis", "Investment research" ], "softSkillsList" : [ "Relatability", "Thoughtfulness", "Patience", "Tact" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Investment research", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Relatability" }, { "name" : "Thoughtfulness" }, { "name" : "Patience" }, { "name" : "Tact" } ], "majorSkills" : "Wealth management, Equity research, Client relations", "majorSkillsList" : [ "Wealth management", "Equity research", "Client relations" ], "coreResponsibilities" : "Research stocks, Recommend stocks, Manage stocks, Manage client investments, Source new ideas, Conduct fundamental analysis, Develop stock recommendations, Provide research, Recommend changes, Contribute to research materials, Articulate team views, Manage client portfolios, Communicate with clients, Lead client meetings, Address questions, Document client contact, Delegate tasks, Back up Relationship Manager, Develop client relationships", "teamCollaboration" : "Collaborate with co-managers; Collaborate with client team; Work with other Wealth Managers", "domainKnowledge" : "Large Cap Growth; Active management; Individual securities", "domainList" : [ "large-cap-growth", "active-management", "individual-securities" ], "domainSpecificKnowledge" : [ "Large Cap Growth", "Active management", "Individual securities" ], "toolProficiency" : [ "Bloomberg Terminal" ], "communicationSkills" : "Verbal communication; Written communication; Client meetings", "documentationSkills" : "Document client contact", "continuousLearning" : "Continuously learning", "outcomesObjectives" : "Achieve financial goals; Grow business; Retain existing relationships", "qualificationsBasic" : "5+ years investment experience", "qualificationsPreferred" : "CFA designation preferred", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey. Our base in Seattle, Washington, is the hub for our independent and unbiased investment advisory services, catering to high-net-worth individuals, families, and institutions. Our team thrives in a collaborative environment dedicated to improving our clients' financial lives. We are seeking a dynamic investment professional to join our rapidly expanding team. As an investment-focused Wealth Manager, you will have two main responsibilities: researching, recommending, and managing stocks for the firm’s Large Cap Growth portfolio; and working with clients to manage their investments. This is a hybrid role: 3 days in office / 2 days remote Primary Responsibilities This role is a key contributor within the investment team. You will support the firm’s overall research effort, focusing specifically on the Large Cap Growth portfolio. A successful candidate will: Collaborate with co-managers of the Large Cap Growth equity team to source new ideas, conduct fundamental analysis, and contribute to the development and delivery of stock recommendations. This may involve taking both the research analyst and portfolio manager perspectives. Provide ongoing research and recommendations on existing equity positions and recommend changes to the model portfolio as necessary. Contribute to research materials and articulate the team’s views on individual stocks both within the firm and to clients. The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client’s team, including the financial planner, associate wealth manager, and client service. You will work independently and in collaboration with other Wealth Managers to help clients achieve their financial goals. For example, you should be comfortable: Managing client portfolios and communicating with clients of varying levels of sophistication regarding their investments and the markets. Leading client meetings and ensuring questions and concerns are addressed. Documenting client contact and follow-up work is part of our process. Delegating general relationship, financial planning, and administrative tasks to teammates as appropriate. You may back up the Relationship Manager as needed. Successful Wealth Managers may also excel at developing relationships with new clients and other professionals. Growing our business is a core value, and identifying new opportunities and retaining existing relationships is a goal across the firm. Qualifications The Wealth Manager role is highly impactful within the firm and with clients. Therefore, the following qualities are crucial: Demonstrated ability to deliver exceptional client service. Strong client relationship skills—listening, relatability, communication, empathy, compassion, and thoughtfulness. Excellent verbal and written communication skills, both internally and externally (with clients and professional partners). Trustworthy and accountable with attention to detail. Professional poise, patience, understanding, and tact, particularly when working with clients under stress. Ability to prioritize tasks and put the client first. Able to work independently as a self-motivated and proactive manager, while also communicating effectively with a team to serve clients. Strong investment knowledge of both current and historical markets. Aligns with active management and individual securities. Feels comfortable discussing investment strategies and positions with clients in all types of markets. Dedicated to continuously learning and growing. CFA designation preferred. Being active in the community and serving those around them. The annualized base pay range for this role is expected to be between $150,000-$250,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-JS1 Badgley Phelps Wealth Managers is part of the Focus Financial Partners’ network firm community. As part of the partnership, Badgley Phelps remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment. About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Wealth Manager at Focus Financial Partners. Skills: Wealth management, Equity research, Client relations. Research stocks. Recommend stocks", "postedDate" : "2026-06-14T03:00:19.798", "createdAt" : "2026-06-14T03:00:19.798", "lastUpdated" : "2026-06-15T08:26:50.151", "ingestTimestamp" : "2026-06-14T03:00:19.798", "mongoId" : "6a2ca68e74d8ee00a09bc329", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 125000, "salaryAnnualMax" : 185000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Investment research", "Relatability", "Thoughtfulness", "Patience", "Tact", "Wealth management", "Equity research", "Client relations", "Investment management", "Portfolio management", "Fundamental analysis", "Stock recommendations", "Client relationship management", "Large Cap Growth", "Active management", "Individual securities", "CFA designation", "Bloomberg Terminal" ], "skillCount" : 19, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 722.1139, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c6c9f74d8ee00a091a2da", "title" : "Wealth Advisor", "company" : "Connor, Clark & Lunn Private Capital Ltd. ", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 145000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Calgary, Canada, adjusted for the Financial Services industry and 5-10 years of experience." }, "location" : "Calgary, Alberta, Canada", "locations" : [ "Calgary", "Alberta", "Canada", "Edmonton", "Alberta", "Canada", "Montréal", "Quebec", "Canada", "Regina", "Saskatchewan", "Canada", "Saskatoon", "Saskatchewan", "Canada", "Toronto", "Ontario", "Canada", "Vancouver", "British Columbia", "Canada", "Winnipeg", "Manitoba", "Canada" ], "certifications" : [ "AAR registration", "CRM-AR registration" ], "timestamp" : "2026-06-15T07:19:43.968", "fingerprint" : "7615550db28ca5cf7c750030d76eb4fd3a087fa3db820da1e995836987700264", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pcm/jobs/4227391009", "externalId" : "4227391009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Calgary", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "51.0456064,-114.0575410" }, { "city" : "Vancouver", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "49.2608724,-123.1139520" }, { "city" : "Edmonton", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "53.5462055,-113.4912410" }, { "city" : "Regina", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "50.4479733,-104.6158764" }, { "city" : "Toronto", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" }, { "city" : "Montreal", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "45.5031824,-73.5698065" } ], "locationText" : "Calgary, Canada; Vancouver, Canada; Edmonton, Canada; Regina, Canada; Toronto, Canada; Montreal, Canada", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "professionalSkills" : [ "Business development", "Client servicing", "Wealth planning" ], "hardSkillsList" : [ "Investment management", "Asset allocation", "Financial markets" ], "softSkillsList" : [ "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities" ], "hardSkills" : [ { "name" : "Investment management", "level" : "intermediate" }, { "name" : "Asset allocation", "level" : "intermediate" }, { "name" : "Financial markets", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Interpersonal skills" }, { "name" : "Emotional intelligence" }, { "name" : "Relationship building" }, { "name" : "Networking" }, { "name" : "Presentation abilities" } ], "coreResponsibilities" : "Build practice of new clients, Build and maintain relationships, Maintain client relationships, Provide proactive service, Assess investment suitability, Guide asset allocation, Convey asset class understanding, Lead wealth planning, Conduct financial advisory conversations", "domainKnowledge" : "High net worth market; Not-for-profit market; Investment management", "domainList" : [ "high-net-worth-market", "not-for-profit-market", "investment-management" ], "domainSpecificKnowledge" : [ "High net worth market", "Not-for-profit market", "Investment management" ], "communicationSkills" : "Presentation abilities", "continuousLearning" : "Dedicated coaching; Mentoring; Bespoke mentorship", "qualificationsBasic" : "5+ years industry experience, Sales experience, Client servicing experience", "qualificationsPreferred" : "Current registration, Gain AAR registration, Gain CRM-AR registration", "rawDescription" : "Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. Support to Grow Your Book of Business As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations. What You Will Do CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include: Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations What You Bring The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. Key attributes will be: An aptitude for business development, sales and an entrepreneurial spirit Excellent interpersonal skills, emotional intelligence and a high level of integrity Natural relationship building and networking skills Great communicator with excellent presentation abilities Deep understanding of financial markets and investment management Ability to guide clients in an investment suitability assessment An interest to build an asset with unlimited upside with significant autonomy Five to ten years of related industry experience Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required #LI-HYBRID #LI-RD1 For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Build practice of new clients. Build and maintain relationships", "postedDate" : "2026-06-13T20:16:07.976", "createdAt" : "2026-06-13T20:16:07.976", "lastUpdated" : "2026-06-15T07:19:43.968", "ingestTimestamp" : "2026-06-13T20:16:07.976", "mongoId" : "6a2c6c9f74d8ee00a091a2da", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Investment management", "Asset allocation", "Financial markets", "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities", "Business development", "Client servicing", "Wealth planning", "High net worth market", "Not-for-profit market", "AAR registration", "CRM-AR registration" ], "skillCount" : 15, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 709.30347, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c7a4374d8ee00a0944fce", "title" : "Wealth Advisor", "company" : "OneAZ Credit Union", "industry" : "Banking", "salary" : { "min" : 58000.0, "max" : 85000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline data for a Junior Wealth Advisor in Flagstaff, AZ, adjusted for the banking industry and company size." }, "location" : "5200 N Hwy 89, Flagstaff, AZ 86004 ", "locations" : [ "5200 N Hwy 89", "Flagstaff", "AZ 86004", "825 E Butler Ave", "Flagstaff", "AZ 86001" ], "certifications" : [ "SIE", "Series 7", "Series 63", "Series 65", "Series 66", "AZ Life License", "AZ Health License", "AZ Variable Products License", "CFP" ], "timestamp" : "2026-06-16T02:48:10.414", "fingerprint" : "445f5de5009a09c1fc148621a412d346bb91628c61aa508fdf72a3da6189107b", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/oneazcreditunion/jobs/4214091009", "externalId" : "4214091009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Flagstaff", "state" : "Arizona", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "35.1987522,-111.6518220" } ], "locationText" : "Flagstaff, Arizona, United States", "professionalSkills" : [ "Financial analysis", "Needs-based selling", "Product knowledge" ], "hardSkillsList" : [ "Securities sales", "Insurance sales", "Financial planning" ], "hardSkills" : [ { "name" : "Securities sales", "level" : "intermediate" }, { "name" : "Insurance sales", "level" : "intermediate" }, { "name" : "Financial planning", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Client relationship management, Sales", "majorSkillsList" : [ "Wealth management", "Client relationship management", "Sales" ], "coreResponsibilities" : "Serve investment and planning needs, Help members identify financial goals, Identify appropriate insurance and securities products, Establish relationships through periodic reviews, Participate in local and community activities, Present a professional image, Cultivate working relationships with credit union staff, Implement marketing plan phases, Generate targeted appointment benchmarks, Attain commission goals and activities, Cultivate business through community involvement, Partner with branch management and associates, Comply with broker dealer, insurance, and securities requirements, Conduct business according to policies, Render service to members and associates, Follow guidelines for maintaining client files, Attend all required training and meetings, Ensure duties are performed in accordance with standards, Stay abreast of current legislation and regulations, Complete and submit tracking and reporting data", "teamCollaboration" : "Credit Union associates; Branch management; Lending associates; Business Services associates", "domainKnowledge" : "Broker dealer policies; FINRA requirements; Securities regulations; Insurance regulations; Bank Secrecy Act; Anti-Money Laundering; USA Patriot Act", "domainList" : [ "broker-dealer-policies", "finra-requirements", "securities-regulations", "insurance-regulations", "bank-secrecy-act", "anti-money-laundering", "usa-patriot-act" ], "domainSpecificKnowledge" : [ "Broker dealer policies", "FINRA requirements", "Securities regulations", "Insurance regulations", "Bank Secrecy Act", "Anti-Money Laundering", "USA Patriot Act" ], "toolProficiency" : [ "CRM system" ], "continuousLearning" : "Required training; Informational meetings", "specialRequirements" : "Credit and criminal background check", "outcomesObjectives" : "Achieve production goals; Attain commission goals", "qualificationsBasic" : "High School Diploma required, Minimum of two years’ work experience as a Financial Advisor, FINRA Registration: SIE, Series 7, 63/65 (or 66), required, AZ Life, Health and Variable Products License, required", "qualificationsPreferred" : "Bachelor's Degree in Economics, Finance, Business, or equivalent work experience, Certified Financial Planner (CFP), preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "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 \uD83E\uDDE9 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 \uD83D\uDE80 \uD83D\uDCCDThis position will be located in Flagstaff, AZ 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. Comply with broker dealer, insurance, and securities requirements. Conduct business according to policies' and procedures' standards of honesty, fairness, and integrity. Render service to members and associates according to prescribed standards. Follow the established guidelines for maintaining client files in accordance with broker dealer policies and practices and FINRA requirements. Attend all required training and informational meetings such as those scheduled by the officer over investment services, the training department, or by whatever group oversees broker dealer compliance. Ensure duties are performed in accordance with established standards and in compliance with laws and regulations. Stay abreast of current legislation, regulations and policies. Complete and submit tracking and reporting data into the customer relationship management (CRM) system. Ensure compliance with relevant agreements, such as those governing broker dealer registered representatives. What You Bring \uD83C\uDFAF High School Diploma Require Bachelor's Degree College degree, preferably in Economics, Finance Business, or equivalent work experience 1 to 3 years of similar or related experience. Minimum of two years’ work experience as a Financial Advisor. Ability to achieve production goals, with minimal dependence on Credit Union referrals. FINRA Registration: SIE, Series 7, 63/65 (or 66), required AZ Life, Health and Variable Products License, required Certified Financial Planner (CFP), preferred A passion for people, innovation, and growth. Compensation we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.", "summaryDescription" : "Wealth Advisor at OneAZ Credit Union. Skills: Wealth management, Client relationship management, Sales. Serve investment and planning needs. Help members identify financial goals", "postedDate" : "2026-06-14T19:18:56.894", "createdAt" : "2026-06-14T19:18:56.894", "lastUpdated" : "2026-06-16T02:48:10.414", "ingestTimestamp" : "2026-06-14T19:18:56.894", "mongoId" : "6a2c7a4374d8ee00a0944fce", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 58000, "salaryAnnualMax" : 85000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Securities sales", "Insurance sales", "Financial planning", "Wealth management", "Client relationship management", "Sales", "Financial analysis", "Needs-based selling", "Product knowledge", "Broker dealer policies", "FINRA requirements", "Securities regulations", "Insurance regulations", "Bank Secrecy Act", "Anti-Money Laundering", "USA Patriot Act", "SIE", "Series 7", "Series 63", "Series 65", "Series 66", "AZ Life License", "AZ Health License", "AZ Variable Products License", "CFP", "CRM system" ], "skillCount" : 26, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 707.80566, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.95 }, { "id" : "6a19a13c58b93c861e5c7a01", "title" : "Managing Director, Wealth Management Team", "company" : "Masterworks", "industry" : "FinTech", "salary" : { "min" : 350000.0, "max" : 650000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Director, Wealth Management in Beverly Hills, adjusted for FinTech industry and Masterworks company size." }, "location" : "Beverly Hills, CA", "locations" : [ "San Francisco", "CA", "Beverly Hills", "CA", "CA", "US" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65" ], "timestamp" : "2026-06-15T11:34:08.586", "fingerprint" : "a3fbf30a0bc6890020b3dab0397ab7219f5d8a6393ee9255eb8e92ee3c829009", "source" : "breezyhr", "language" : "en", "applyUrl" : "https://masterworks.breezy.hr/p/6c8f2d68618c-managing-director-wealth-management-team-beverly-hills-silicon-valley", "externalId" : "6c8f2d68618c", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Beverly Hills", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "34.0696501,-118.3963062" } ], "locationText" : "Beverly Hills, California, United States", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "technicalSkills" : "Python, R, SQL, Bloomberg Terminal, Reuters Eikon, FactSet", "professionalSkills" : [ "Investment management", "Trading", "Risk management", "Compliance", "Financial modeling", "Portfolio management" ], "hardSkillsList" : [ "Quantitative analysis", "Financial analysis", "Risk assessment" ], "hardSkills" : [ { "name" : "Quantitative analysis", "level" : "intermediate" }, { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Risk assessment", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Investment strategies, Client relations", "majorSkillsList" : [ "Wealth management", "Investment strategies", "Client relations" ], "coreResponsibilities" : "Advise clients on art investments, Manage investment portfolios, Develop investment strategies, Oversee trading operations, Ensure regulatory compliance, Manage client relationships, Drive business development", "teamCollaboration" : "Cross-functional teams; Client advisory board", "domainKnowledge" : "Art investment products; Financial instruments; Regulatory frameworks; Risk methodologies", "domainList" : [ "art-investment-products", "financial-instruments", "regulatory-frameworks", "risk-methodologies" ], "domainSpecificKnowledge" : [ "Art investment products", "Financial instruments", "Regulatory frameworks", "Risk methodologies" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Client presentations; Investor relations", "problemSolvingSkills" : "Analytical skills", "outcomesObjectives" : "Grow assets under management; Enhance client satisfaction; Achieve revenue targets", "qualificationsBasic" : "5+ years experience", "workSiteFlexibility" : "Onsite", "rawDescription" : "About Masterworks Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million ind", "summaryDescription" : "Managing Director, Wealth Management Team at Masterworks. Skills: Wealth management, Investment strategies, Client relations. Advise clients on art investments. Manage investment portfolios", "createdAt" : "2026-06-14T01:33:05.366", "lastUpdated" : "2026-06-15T11:34:08.586", "ingestTimestamp" : "2026-06-14T01:33:05.366", "mongoId" : "6a19a13c58b93c861e5c7a01", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 350000, "salaryAnnualMax" : 650000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ "Quantitative analysis", "Financial analysis", "Risk assessment", "Wealth management", "Investment strategies", "Client relations", "Investment management", "Trading", "Risk management", "Compliance", "Financial modeling", "Portfolio management", "Art investment products", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 25, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Director", "dataQualityScore" : 0.8888889, "_score" : 692.9234, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2cc39974d8ee00a0a09cd7", "title" : "Wealth Advisor", "company" : "Mariner Wealth Advisors", "industry" : "Wealth Operations", "salary" : { "min" : 90000.0, "max" : 135000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "San Diego, CA", "locations" : [ "San Diego, CA" ], "certifications" : [ "Series 65", "CFP", "CFA" ], "timestamp" : "2026-06-15T09:45:53.681", "fingerprint" : "603559358ea7fe3a16873c626ef6d3f0a233f36f00130d351705a03eafd00dbb", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/96e9ead1-9058-49d1-bb4e-80a80eb1bc44/application", "externalId" : "96e9ead1-9058-49d1-bb4e-80a80eb1bc44", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Diego", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "32.7174202,-117.1627720" } ], "locationText" : "San Diego, California, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "technicalSkills" : "Financial planning software, Investment software", "professionalSkills" : [ "Wealth management", "Financial planning", "Investment management", "Client relationship management", "Talent development", "Organizational skills", "Time management" ], "hardSkillsList" : [ "Financial analysis", "Portfolio preparation", "Client request execution" ], "softSkillsList" : [ "Thoughtful listener", "Team mentality", "Interpersonal skills", "Relationship management" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Portfolio preparation", "level" : "intermediate" }, { "name" : "Client request execution", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Thoughtful listener" }, { "name" : "Team mentality" }, { "name" : "Interpersonal skills" }, { "name" : "Relationship management" } ], "majorSkills" : "Wealth management, Financial planning, Client relationships", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client relationships" ], "coreResponsibilities" : "Provide wealth management advice, Prepare financial plans, Prepare portfolios, Conduct research, Analyze client solutions, Cultivate client relationships, Lead client relationships, Address client questions, Address client needs, Execute client requests, Update client information, Obtain new clients, Train new advisors, Mentor new advisors", "teamCollaboration" : "Work with wealth advisor team; Partner with strategic relationships; Partner with community networks", "domainKnowledge" : "Fee-based consulting; Tax; Mutual funds; Money manager programs; Insurance; Financial planning", "domainList" : [ "fee-based-consulting", "tax", "mutual-funds", "money-manager-programs", "insurance", "financial-planning" ], "domainSpecificKnowledge" : [ "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Financial planning" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Client communication", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4, No disclosures", "qualificationsBasic" : "Bachelor's degree required, 5+ years experience, Series 65, CFP or CFA required", "qualificationsPreferred" : "Wealth management experience, Fee-based consulting experience, Tax experience, Mutual funds experience, Money manager programs experience, Insurance experience, Financial planning experience, High net worth clients experience, Ultra-high net worth clients experience, Talent development experience, Training new staff experience, Mentoring interns experience", "remoteFriendly" : false, "workSiteFlexibility" : "Hybrid", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-JS1 #LI-Hybrid We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide wealth management advice. Prepare financial plans", "createdAt" : "2026-06-14T05:49:54.864", "lastUpdated" : "2026-06-15T09:45:53.681", "ingestTimestamp" : "2026-06-14T05:49:54.864", "mongoId" : "6a2cc39974d8ee00a0a09cd7", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 90000, "salaryAnnualMax" : 135000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Portfolio preparation", "Client request execution", "Thoughtful listener", "Team mentality", "Interpersonal skills", "Relationship management", "Wealth management", "Financial planning", "Client relationships", "Investment management", "Client relationship management", "Talent development", "Organizational skills", "Time management", "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Series 65", "CFP", "CFA", "EMoney", "MoneyGuide Pro" ], "skillCount" : 25, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 692.69604, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a309c9cf292fd229c0fc381", "title" : "Associate Wealth Advisor", "company" : "Focus Partners Wealth", "industry" : "FinTech", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Junior Associate Wealth Advisor in Hingham, MA, adjusted for the Financial Services industry and company size." }, "location" : "Hingham, Massachusetts, United States", "locations" : [ "Hingham", "Massachusetts", "United States" ], "timestamp" : "2026-06-16T11:01:41.063", "fingerprint" : "d42d23c799aa8962a5c50d111ce957b396dd56125fc1741ae04a0b1cfd2167b8", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6037424004", "externalId" : "6037424004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Hingham", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "42.2417669,-70.8897676" } ], "locationText" : "Hingham, Massachusetts, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Associate Wealth Advisor at Focus Partners Wealth", "postedDate" : "2026-06-16T03:17:00.525", "createdAt" : "2026-06-16T03:17:00.525", "lastUpdated" : "2026-06-16T11:01:41.063", "ingestTimestamp" : "2026-06-16T03:17:00.525", "mongoId" : "6a309c9cf292fd229c0fc381", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 688.4501, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a309c9cf292fd229c0fc37b", "title" : "Associate Wealth Advisor", "company" : "Focus Partners Wealth", "industry" : "FinTech", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Associate Wealth Advisor in Illinois, United States, with 2+ years of experience in the Financial Services industry." }, "location" : "Illinois, United States", "locations" : [ "Illinois", "United States" ], "timestamp" : "2026-06-16T12:00:18.903", "fingerprint" : "fd708d10eb0a3bd84e075f0b89b3e277dfde4b807dcb38a5b9ca210e257f8395", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6037659004", "externalId" : "6037659004", "industryFunction" : { }, "structuredLocations" : [ { "state" : "Illinois", "country" : "United States", "continent" : "na", "workMode" : "hybrid" } ], "locationText" : "Illinois, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Associate Wealth Advisor at Focus Partners Wealth", "postedDate" : "2026-06-16T03:16:51.505", "createdAt" : "2026-06-16T03:16:51.505", "lastUpdated" : "2026-06-16T12:00:18.903", "ingestTimestamp" : "2026-06-16T03:16:51.505", "mongoId" : "6a309c9cf292fd229c0fc37b", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 688.44525, "daysOld" : 0, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a309c9cf292fd229c0fc380", "title" : "Associate Wealth Advisor", "company" : "Focus Partners Wealth", "industry" : "FinTech", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Junior Associate Wealth Advisor in West Hartford, CT, adjusted for the Financial Services industry." }, "location" : "West Hartford, Connecticut, United States", "locations" : [ "West Hartford", "Connecticut", "United States" ], "timestamp" : "2026-06-16T12:40:50.599", "fingerprint" : "2f9a06b7a5af700097cc033327f4f1fa0dd4c6da0730f13aad151b52bbc6aa67", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6037651004", "externalId" : "6037651004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "West Hartford", "state" : "Connecticut", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "41.7620447,-72.7420399" } ], "locationText" : "West Hartford, Connecticut, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Associate Wealth Advisor at Focus Partners Wealth", "postedDate" : "2026-06-16T03:16:41.933", "createdAt" : "2026-06-16T03:16:41.933", "lastUpdated" : "2026-06-16T12:40:50.599", "ingestTimestamp" : "2026-06-16T03:16:41.933", "mongoId" : "6a309c9cf292fd229c0fc380", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 688.44006, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2cc39974d8ee00a0a09cd9", "title" : "Wealth Advisor", "company" : "Mariner Wealth Advisors", "industry" : "Wealth", "salary" : { "min" : 87000.0, "max" : 130000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "Highland Ranch, CO.", "locations" : [ "Highland Ranch, CO." ], "certifications" : [ "Series 65", "CFP", "CFA" ], "timestamp" : "2026-06-15T07:15:13.056", "fingerprint" : "887ebef769b2d313de29e66d145aa96edbb7f2c9437e507e2553658d7de1fea1", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/56c96b68-55f0-4426-b14f-efcba5178239/application", "externalId" : "56c96b68-55f0-4426-b14f-efcba5178239", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Highland Ranch", "state" : "Colorado", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "39.1252332,-106.8461025" } ], "locationText" : "Highland Ranch, Colorado, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "technicalSkills" : "EMoney, MoneyGuide Pro", "professionalSkills" : [ "Wealth management", "Financial planning", "Tax planning", "Investment management", "Client relationship management" ], "hardSkillsList" : [ "Fee-based consulting", "Mutual funds", "Money manager programs", "Insurance", "Financial planning" ], "softSkillsList" : [ "Thoughtful listener", "Team mentality", "Interpersonal skills", "Relationship management", "Organizational skills", "Time management" ], "hardSkills" : [ { "name" : "Fee-based consulting", "level" : "intermediate" }, { "name" : "Mutual funds", "level" : "intermediate" }, { "name" : "Money manager programs", "level" : "intermediate" }, { "name" : "Insurance", "level" : "intermediate" }, { "name" : "Financial planning", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Thoughtful listener" }, { "name" : "Team mentality" }, { "name" : "Interpersonal skills" }, { "name" : "Relationship management" }, { "name" : "Organizational skills" }, { "name" : "Time management" } ], "majorSkills" : "Wealth management, Financial planning, Client relationships", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client relationships" ], "coreResponsibilities" : "Provide comprehensive wealth management advice, Prepare customized financial plans, Conduct research and analysis, Cultivate and lead client relationships, Address client questions and needs, Execute client requests, Update client information, Obtain new clients, Train new advisors, Mentor new associates", "teamCollaboration" : "Work with wealth advisor team; Partner with strategic relationships; Work with available resources", "domainKnowledge" : "High net worth clients; Fee-based consulting; Tax; Mutual funds; Money manager programs; Insurance; Financial planning", "domainList" : [ "high-net-worth-clients", "fee-based-consulting", "tax", "mutual-funds", "money-manager-programs", "insurance", "financial-planning" ], "domainSpecificKnowledge" : [ "High net worth clients", "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Financial planning" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Client communication", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4 with no disclosures", "qualificationsBasic" : "Bachelor's degree required, 5+ years experience, Series 65, CFP or CFA required", "qualificationsPreferred" : "Previous experience with high net worth clients, Previous experience with ultra-high net worth clients, Demonstrated talent development experience", "workSiteFlexibility" : "Onsite", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide comprehensive wealth management advice. Prepare customized financial plans", "createdAt" : "2026-06-14T04:47:32.156", "lastUpdated" : "2026-06-15T07:15:13.056", "ingestTimestamp" : "2026-06-14T04:47:32.156", "mongoId" : "6a2cc39974d8ee00a0a09cd9", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 87000, "salaryAnnualMax" : 130000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Fee-based consulting", "Mutual funds", "Money manager programs", "Insurance", "Financial planning", "Thoughtful listener", "Team mentality", "Interpersonal skills", "Relationship management", "Organizational skills", "Time management", "Wealth management", "Client relationships", "Tax planning", "Investment management", "Client relationship management", "High net worth clients", "Tax", "Series 65", "CFP", "CFA", "EMoney", "MoneyGuide Pro" ], "skillCount" : 23, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 687.8762, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c674474d8ee00a0900b6e", "title" : "Wealth Platform Support Analyst", "company" : "Evelyn Partners", "industry" : "Financial Services", "salary" : { "min" : 35000.0, "max" : 50000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Platform Support Analyst in Liverpool, United Kingdom, adjusted for the Financial Services industry and company size." }, "location" : "London, United Kingdom", "locations" : [ "London", "United Kingdom" ], "timestamp" : "2026-06-15T07:58:22.981", "fingerprint" : "bd88c31c38576a2f51ef6680d465ae072b5a841e0c6773306ddcc575d4319ac5", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/EvelynPartners/744000131847409-wealth-platform-support-analyst", "externalId" : "744000131847409", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Liverpool", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "53.3933411,-2.9166389" } ], "locationText" : "Liverpool, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "technicalSkills" : "SQL, Rest API", "professionalSkills" : [ "Portfolio management", "Trading platforms" ], "hardSkillsList" : [ "Technical support", "Application configuration", "Problem analysis", "Release management" ], "hardSkills" : [ { "name" : "Technical support", "level" : "intermediate" }, { "name" : "Application configuration", "level" : "intermediate" }, { "name" : "Problem analysis", "level" : "intermediate" }, { "name" : "Release management", "level" : "intermediate" } ], "majorSkills" : "Wealth Management platforms, Application Support", "majorSkillsList" : [ "Wealth Management platforms", "Application Support" ], "coreResponsibilities" : "Provide Level 2 technical support, Work with suppliers, Work with development teams, Manage incident processes, Manage request processes, Manage change processes, Prioritise technical issues, Manage queue of incidents, Manage queue of requests, Maintain work notes, Support application configuration, Support releases, Support upgrades, Analyse application problems, Resolve application problems, Participate in testing, Participate in release management", "teamCollaboration" : "Business stakeholders; Third party platform providers; Internal development teams", "domainKnowledge" : "Wealth Management; Portfolio management suites; Trading platforms", "domainList" : [ "wealth-management", "portfolio-management-suites", "trading-platforms" ], "domainSpecificKnowledge" : [ "Wealth Management", "Portfolio management suites", "Trading platforms" ], "toolProficiency" : [ "JIRA", "Confluence" ], "problemSolvingSkills" : "Problem solving", "qualificationsBasic" : "Application Support role experience, Proficient IT skills Microsoft Office, Analytical way of thinking, First-class problem solver, Delivery focused, Able to multi-task, Wealth Management experience", "qualificationsPreferred" : "Knowledge of Iress, Knowledge of Avaloq, Knowledge of Fidessa", "remoteFriendly" : false, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support Analyst, your responsibilities will include among others: * Level 2 technical support of our core Wealth Management platforms * Work with our suppliers and internal development teams in incident, request, and change management processes * Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained * Provide support for application configuration, releases and upgrades. * Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary. * Participation in testing and release management. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms * Previous experience in an Application Support role or similar * Proficient IT skills in core Microsoft Office systems * Previous experience / awareness of SQL, Rest API, JIRA, and Confluence * Analytical way of thinking along with an eye for detail and be a first-class problem solver * Delivery focused, able to multi-task and very much a team player Desired: * Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable ## Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include: * Competitive salary * Private medical insurance * Life assurance * Pension contribution * Hybrid working model (role dependant) * Generous holiday package * Option to purchase additional holiday * Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.", "summaryDescription" : "Wealth Platform Support Analyst at Evelyn Partners. Skills: Wealth Management platforms, Application Support. Provide Level 2 technical support. Work with suppliers", "postedDate" : "2026-06-12T08:56:31.000", "createdAt" : "2026-06-13T21:21:38.218", "lastUpdated" : "2026-06-15T07:58:22.981", "ingestTimestamp" : "2026-06-13T21:21:38.218", "mongoId" : "6a2c674474d8ee00a0900b6e", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Technical support", "Application configuration", "Problem analysis", "Release management", "Wealth Management platforms", "Application Support", "Portfolio management", "Trading platforms", "Wealth Management", "Portfolio management suites", "JIRA", "Confluence" ], "skillCount" : 12, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 680.36664, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2cc39974d8ee00a0a09cd5", "title" : "Wealth Advisor", "company" : "Mariner Wealth Advisors", "industry" : "Wealth", "salary" : { "min" : 95000.0, "max" : 145000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Tulsa, United States, adjusted for the Financial Services industry and company size." }, "location" : "Tulsa, OK", "locations" : [ "Tulsa, OK" ], "certifications" : [ "Series 65", "CFP", "CFA" ], "timestamp" : "2026-06-15T13:01:40.419", "fingerprint" : "6fcdedfdf63208d62236e9ea3db23cd6e0c67c58b6451a0b71bae09273218a26", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/011d623a-d2ee-4565-bea6-f3c402bae900/application", "externalId" : "011d623a-d2ee-4565-bea6-f3c402bae900", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Tulsa", "state" : "Oklahoma", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "36.1563122,-95.9927516" } ], "locationText" : "Tulsa, Oklahoma, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "professionalSkills" : [ "Wealth management", "Financial planning", "Investment management", "Client relationship management" ], "hardSkillsList" : [ "Portfolio analysis", "Financial analysis" ], "softSkillsList" : [ "Thoughtful listener", "Team mentality", "Interpersonal skills", "Relationship management skills", "Organizational skills", "Time management skills" ], "hardSkills" : [ { "name" : "Portfolio analysis", "level" : "intermediate" }, { "name" : "Financial analysis", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Thoughtful listener" }, { "name" : "Team mentality" }, { "name" : "Interpersonal skills" }, { "name" : "Relationship management skills" }, { "name" : "Organizational skills" }, { "name" : "Time management skills" } ], "majorSkills" : "Wealth management, Financial planning, Client relationships", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client relationships" ], "coreResponsibilities" : "Provide comprehensive wealth management advice, Prepare financial plans, Prepare portfolios, Conduct research and analysis, Cultivate client relationships, Lead client relationships, Address client questions, Address client needs, Execute client requests, Update client information, Obtain new clients, Train new advisors, Mentor new advisors, Train client service associates, Mentor client service associates", "teamCollaboration" : "Work with wealth advisor team; Partner with strategic relationships; Partner with community networks", "domainKnowledge" : "Fee-based consulting; Tax; Mutual funds; Money manager programs; Insurance; Financial planning", "domainList" : [ "fee-based-consulting", "tax", "mutual-funds", "money-manager-programs", "insurance", "financial-planning" ], "domainSpecificKnowledge" : [ "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Financial planning" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Client communication", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4", "qualificationsBasic" : "Bachelor's degree required, 5+ years' experience, Series 65, CFP or CFA required, Clean U4 with no disclosures", "qualificationsPreferred" : "Fee-based consulting experience, Tax experience, Mutual funds experience, Money manager programs experience, Insurance experience, Financial planning experience, High net worth clients experience, Ultra-high net worth clients experience, EMoney proficiency, MoneyGuide Pro proficiency, Talent development experience, Training new staff experience, Mentoring interns experience", "workSiteFlexibility" : "Onsite", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide comprehensive wealth management advice. Prepare financial plans", "createdAt" : "2026-06-13T23:27:31.358", "lastUpdated" : "2026-06-15T13:01:40.419", "ingestTimestamp" : "2026-06-13T23:27:31.358", "mongoId" : "6a2cc39974d8ee00a0a09cd5", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 145000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Portfolio analysis", "Financial analysis", "Thoughtful listener", "Team mentality", "Interpersonal skills", "Relationship management skills", "Organizational skills", "Time management skills", "Wealth management", "Financial planning", "Client relationships", "Investment management", "Client relationship management", "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Series 65", "CFP", "CFA", "EMoney", "MoneyGuide Pro" ], "skillCount" : 23, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 672.05237, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c674474d8ee00a0900b6f", "title" : "Wealth Platform Support Analyst", "company" : "Evelyn Partners", "industry" : "Financial Services", "salary" : { "min" : 35000.0, "max" : 50000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Platform Support Analyst in Glasgow, United Kingdom, adjusted for the Financial Services industry." }, "location" : "Glasgow, United Kingdom", "locations" : [ "Glasgow", "United Kingdom" ], "timestamp" : "2026-06-15T08:00:32.459", "fingerprint" : "4ed17272c4b4dc638384b7b57ca2a6959f1a4a972f93cf38fe897398f5973e91", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/EvelynPartners/744000131847159-wealth-platform-support-analyst", "externalId" : "744000131847159", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Glasgow", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "55.8611550,-4.2501687" } ], "locationText" : "Glasgow, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "technicalSkills" : "SQL, Rest API", "professionalSkills" : [ "Wealth Management", "Portfolio management", "Trading platforms" ], "hardSkillsList" : [ "Technical support", "Application configuration", "Problem analysis", "Release management" ], "hardSkills" : [ { "name" : "Technical support", "level" : "intermediate" }, { "name" : "Application configuration", "level" : "intermediate" }, { "name" : "Problem analysis", "level" : "intermediate" }, { "name" : "Release management", "level" : "intermediate" } ], "majorSkills" : "Wealth Management platforms, Application Support, Incident management", "majorSkillsList" : [ "Wealth Management platforms", "Application Support", "Incident management" ], "coreResponsibilities" : "Provide Level 2 technical support, Work with suppliers, Work with internal development teams, Manage incident processes, Manage request processes, Manage change processes, Prioritise technical issues, Manage queue of incidents, Manage queue of requests, Maintain work notes, Provide support for application configuration, Provide support for releases, Provide support for upgrades, Perform problem analysis, Resolve application problems, Participate in testing, Participate in release management", "teamCollaboration" : "Business stakeholders; Third party platform providers; Internal development teams", "domainKnowledge" : "Wealth Management; Portfolio management suites; Trading platforms", "domainList" : [ "wealth-management", "portfolio-management-suites", "trading-platforms" ], "domainSpecificKnowledge" : [ "Wealth Management", "Portfolio management suites", "Trading platforms" ], "toolProficiency" : [ "JIRA", "Confluence" ], "problemSolvingSkills" : "Problem solving", "qualificationsBasic" : "Application Support role experience, Proficient IT skills Microsoft Office, Analytical way of thinking, Eye for detail, First-class problem solver, Delivery focused, Able to multi-task, Team player", "qualificationsPreferred" : "Knowledge of Iress, Knowledge of Avaloq, Knowledge of Fidessa", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We’re seeking a talented individual to join our team in Glasgow, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support Analyst, your responsibilities will include among others: * Level 2 technical support of our core Wealth Management platforms * Work with our suppliers and internal development teams in incident, request, and change management processes * Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained * Provide support for application configuration, releases and upgrades. * Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary. * Participation in testing and release management. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms * Previous experience in an Application Support role or similar * Proficient IT skills in core Microsoft Office systems * Previous experience / awareness of SQL, Rest API, JIRA, and Confluence * Analytical way of thinking along with an eye for detail and be a first-class problem solver * Delivery focused, able to multi-task and very much a team player Desired: * Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable ## Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include: * Competitive salary * Private medical insurance * Life assurance * Pension contribution * Hybrid working model (role dependant) * Generous holiday package * Option to purchase additional holiday * Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.", "summaryDescription" : "Wealth Platform Support Analyst at Evelyn Partners. Skills: Wealth Management platforms, Application Support, Incident management. Provide Level 2 technical support. Work with suppliers", "postedDate" : "2026-06-12T08:56:15.000", "createdAt" : "2026-06-14T03:21:13.727", "lastUpdated" : "2026-06-15T08:00:32.459", "ingestTimestamp" : "2026-06-14T03:21:13.727", "mongoId" : "6a2c674474d8ee00a0900b6f", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Technical support", "Application configuration", "Problem analysis", "Release management", "Wealth Management platforms", "Application Support", "Incident management", "Wealth Management", "Portfolio management", "Trading platforms", "Portfolio management suites", "JIRA", "Confluence" ], "skillCount" : 13, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 660.17334, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2caa4b74d8ee00a09c8f67", "title" : "Wealth Platform Support Analyst", "company" : "Evelyn Partners", "industry" : "Financial Services", "salary" : { "min" : 35000.0, "max" : 50000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Platform Support Analyst in Glasgow, United Kingdom, adjusted for the financial services industry." }, "location" : "Glasgow, United Kingdom", "locations" : [ "Glasgow", "United Kingdom" ], "timestamp" : "2026-06-15T03:28:18.175", "fingerprint" : "3f6801bb4927f2a41fe19fb50213a2aa67a61fb785a65cc668944e33f8aa8e1d", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/EvelynPartners/744000131847159-wealth-platform-support-analyst", "externalId" : "744000131847159", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Glasgow", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "55.8611550,-4.2501687" } ], "locationText" : "Glasgow, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "technicalSkills" : "SQL, Rest API", "professionalSkills" : [ "Wealth Management", "Portfolio management", "Trading platforms" ], "hardSkillsList" : [ "Technical support", "Application configuration", "Problem analysis", "Release management" ], "hardSkills" : [ { "name" : "Technical support", "level" : "intermediate" }, { "name" : "Application configuration", "level" : "intermediate" }, { "name" : "Problem analysis", "level" : "intermediate" }, { "name" : "Release management", "level" : "intermediate" } ], "majorSkills" : "Wealth Management platforms, Application Support, Incident management", "majorSkillsList" : [ "Wealth Management platforms", "Application Support", "Incident management" ], "coreResponsibilities" : "Provide Level 2 technical support, Work with suppliers, Work with internal development teams, Manage incident processes, Manage request processes, Manage change processes, Prioritise technical issues, Manage queue of incidents, Manage queue of requests, Maintain work notes, Provide support for application configuration, Provide support for releases, Provide support for upgrades, Perform problem analysis, Resolve application problems, Participate in testing, Participate in release management", "teamCollaboration" : "Business stakeholders; Third party platform providers; Internal development teams", "domainKnowledge" : "Wealth Management; Portfolio management suites; Trading platforms", "domainList" : [ "wealth-management", "portfolio-management-suites", "trading-platforms" ], "domainSpecificKnowledge" : [ "Wealth Management", "Portfolio management suites", "Trading platforms" ], "toolProficiency" : [ "JIRA", "Confluence" ], "problemSolvingSkills" : "Problem solving", "qualificationsBasic" : "Application Support role experience, Proficient IT skills Microsoft Office, Analytical way of thinking, Eye for detail, First-class problem solver, Delivery focused, Able to multi-task, Team player", "qualificationsPreferred" : "Knowledge of Iress, Knowledge of Avaloq, Knowledge of Fidessa", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We’re seeking a talented individual to join our team in Glasgow, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support Analyst, your responsibilities will include among others: * Level 2 technical support of our core Wealth Management platforms * Work with our suppliers and internal development teams in incident, request, and change management processes * Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained * Provide support for application configuration, releases and upgrades. * Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary. * Participation in testing and release management. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms * Previous experience in an Application Support role or similar * Proficient IT skills in core Microsoft Office systems * Previous experience / awareness of SQL, Rest API, JIRA, and Confluence * Analytical way of thinking along with an eye for detail and be a first-class problem solver * Delivery focused, able to multi-task and very much a team player Desired: * Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable ## Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include: * Competitive salary * Private medical insurance * Life assurance * Pension contribution * Hybrid working model (role dependant) * Generous holiday package * Option to purchase additional holiday * Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.", "summaryDescription" : "Wealth Platform Support Analyst at Evelyn Partners. Skills: Wealth Management platforms, Application Support, Incident management. Provide Level 2 technical support. Work with suppliers", "postedDate" : "2026-06-12T08:56:15.000", "createdAt" : "2026-06-13T23:10:28.364", "lastUpdated" : "2026-06-15T03:28:18.175", "ingestTimestamp" : "2026-06-13T23:10:28.364", "mongoId" : "6a2caa4b74d8ee00a09c8f67", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Technical support", "Application configuration", "Problem analysis", "Release management", "Wealth Management platforms", "Application Support", "Incident management", "Wealth Management", "Portfolio management", "Trading platforms", "Portfolio management suites", "JIRA", "Confluence" ], "skillCount" : 13, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 660.17334, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2caa4b74d8ee00a09c8f66", "title" : "Wealth Platform Support Analyst", "company" : "Evelyn Partners", "industry" : "Financial Services", "salary" : { "min" : 35000.0, "max" : 50000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Platform Support Analyst in Liverpool, United Kingdom, adjusted for the financial services industry." }, "location" : "London, United Kingdom", "locations" : [ "London", "United Kingdom" ], "timestamp" : "2026-06-16T04:49:04.470", "fingerprint" : "f464aa2690395e9eb7526cf00533bd4ca304473942d7a9b124ac139668bf9f07", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/EvelynPartners/744000131847409-wealth-platform-support-analyst", "externalId" : "744000131847409", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Liverpool", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "53.3933411,-2.9166389" } ], "locationText" : "Liverpool, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "technicalSkills" : "SQL, Rest API", "professionalSkills" : [ "Portfolio management", "Trading platforms" ], "hardSkillsList" : [ "Technical support", "Application configuration", "Release management", "Problem analysis" ], "hardSkills" : [ { "name" : "Technical support", "level" : "intermediate" }, { "name" : "Application configuration", "level" : "intermediate" }, { "name" : "Release management", "level" : "intermediate" }, { "name" : "Problem analysis", "level" : "intermediate" } ], "majorSkills" : "Wealth Management platforms, Application Support, Incident management", "majorSkillsList" : [ "Wealth Management platforms", "Application Support", "Incident management" ], "coreResponsibilities" : "Provide Level 2 technical support, Work with suppliers in incident management, Work with suppliers in request management, Work with suppliers in change management, Work with internal development teams in incident management, Work with internal development teams in request management, Work with internal development teams in change management, Prioritise technical issues, Manage a queue of incidents, Manage a queue of requests, Maintain work notes, Provide support for application configuration, Provide support for releases, Provide support for upgrades, Problem analysis for application problems, Resolution for application problems, Participation in testing, Participation in release management", "teamCollaboration" : "With business stakeholders; With third party platform providers; With internal development teams", "domainKnowledge" : "Wealth Management; Portfolio management suites; Trading platforms", "domainList" : [ "wealth-management", "portfolio-management-suites", "trading-platforms" ], "domainSpecificKnowledge" : [ "Wealth Management", "Portfolio management suites", "Trading platforms" ], "toolProficiency" : [ "JIRA", "Confluence" ], "problemSolvingSkills" : "Problem solver", "qualificationsBasic" : "Application Support role experience, Proficient IT skills in core Microsoft Office systems, Analytical way of thinking, Eye for detail, First-class problem solver, Delivery focused, Able to multi-task, Team player", "qualificationsPreferred" : "Experience of working in Wealth Management or similar, Understanding of Portfolio management suites, Understanding of trading platforms, Awareness of SQL, Awareness of Rest API, Awareness of JIRA, Awareness of Confluence, Knowledge of Iress, Knowledge of Avaloq, Knowledge of Fidessa", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support Analyst, your responsibilities will include among others: * Level 2 technical support of our core Wealth Management platforms * Work with our suppliers and internal development teams in incident, request, and change management processes * Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained * Provide support for application configuration, releases and upgrades. * Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary. * Participation in testing and release management. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms * Previous experience in an Application Support role or similar * Proficient IT skills in core Microsoft Office systems * Previous experience / awareness of SQL, Rest API, JIRA, and Confluence * Analytical way of thinking along with an eye for detail and be a first-class problem solver * Delivery focused, able to multi-task and very much a team player Desired: * Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable ## Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include: * Competitive salary * Private medical insurance * Life assurance * Pension contribution * Hybrid working model (role dependant) * Generous holiday package * Option to purchase additional holiday * Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.", "summaryDescription" : "Wealth Platform Support Analyst at Evelyn Partners. Skills: Wealth Management platforms, Application Support, Incident management. Provide Level 2 technical support. Work with suppliers in incident management", "postedDate" : "2026-06-12T08:56:31.000", "createdAt" : "2026-06-14T20:28:40.214", "lastUpdated" : "2026-06-16T04:49:04.470", "ingestTimestamp" : "2026-06-14T20:28:40.214", "mongoId" : "6a2caa4b74d8ee00a09c8f66", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Technical support", "Application configuration", "Release management", "Problem analysis", "Wealth Management platforms", "Application Support", "Incident management", "Portfolio management", "Trading platforms", "Wealth Management", "Portfolio management suites", "JIRA", "Confluence" ], "skillCount" : 13, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 658.8773, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a305a2cf292fd229cf4de06", "title" : "Senior Director, Platform Technology", "company" : "Coates Group", "industry" : "Platform Technology", "salary" : { "min" : 245000.0, "max" : 350000.0, "currency" : "AUD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Director, Platform Technology in Sydney, Australia, adjusted for the technology industry and director-level experience." }, "location" : "Sydney", "locations" : [ "Sydney" ], "timestamp" : "2026-06-16T14:41:58.005", "fingerprint" : "12ccfb28239bab811890888ee7517dd3a3766cff1b4d6883c8878a6b42a939c9", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/coatesgroup/28ae4a70-52e3-4cf8-b8e2-0a57e7229eee/apply", "externalId" : "28ae4a70-52e3-4cf8-b8e2-0a57e7229eee", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Sydney", "state" : "New South Wales", "country" : "Australia", "continent" : "oc", "source" : "llm", "workMode" : "onsite", "geo" : "-33.8698439,151.2082848" } ], "locationText" : "Sydney, New South Wales, Australia", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "## Description Be Part of Our Next Chapter For over almost 60 years, our solutions have enabled impactful connections between some of the world’s leading brands and their customers. And while we’ve already done a lot of work we’re proud of, we’re just getting started! We’re a global technology company focused on creating dynamic, smart, personalised and engaging customer experiences powered by our range of digital hardware, our proprietary content management system and our industry leading signage solutions. (For example: If you’ve ordered in-store or in the drive-thru at McDonald’s somewhere in the world in the last few years, chances are you’ve interacted with our digital solutions.) We work in over 50 global markets and have 9 offices around the world, with a global headquarters proudly located in our founding home of Sydney, Australia. Coates Group has the values of a family-owned business and the innovative spirit of a start-up, both which fuel our purpose – Creating Connections. Empowering Partnerships. Always Evolving. Through hard work, dedication and creativity, we’ve become industry leaders who have won awards and set records while remaining focused on continual growth and evolution. We are a 2x Australia Good Design Award winner and successfully completed the largest hardware deployment in Quick Service Restaurant history. We are curious, charismatic, authentic and we value and leverage the diversity of our crew. We are imaginers, kindness enthusiasts, experts, creators, thinkers, challengers, collaborators and over-achievers. And together, as a Crew, we are revolutionizing the way the world’s leading brands leverage technology to drive the best customer experiences. ## Key responsibilities for the role HW Platform architecture & ownership Serve as technical owner of the Coates operating system and HW platform stack, defining the architecture that governs how the application, OS, and physical player hardware manifest in the physical locations. Establish and enforce HW platform standards, configuration baselines, and governance frameworks that enable consistent, scalable deployments across the estate. Maintain authoritative documentation of the HW platform architecture and lead its evolution in line with product and commercial direction. Hardware platform strategy Define and maintain a tiered model of physical player technology, mapping hardware performance tiers to application capability and commercial positioning. Validate and formally approve new physical platform technologies before adoption into the Coates ecosystem. Own the hardware lifecycle strategy — from procurement standards and refresh cycles through to retirement — standardising models across the estate to improve supportability and cost efficiency. Deployment & upgrade engineering Drive the evolution of Coates deployment and upgrade models to reduce time, cost, and operational complexity for both Coates and its customers. Define and implement secure, scalable approaches to OS patching, application updates, and remote device management across the deployed estate. Lead the architecture for new site deployments, platform rollouts, and technology pilots — including tooling, imaging standards, and provisioning processes. Fleet operations & observability Ensure the reliability and uptime of the Coates technology estate through robust monitoring, observability tooling, and incident management frameworks. Act as the senior escalation point for complex platform incidents spanning hardware, OS, network, or application layers. Drive continuous improvement by analysing incident patterns, eliminating systemic issues, and providing regular estate health reporting. Commercial & strategic contribution Partner with the CTO and commercial leadership to define technology tiers that reflect genuine performance differentiation and support compelling customer propositions. Evaluate emerging technologies and vendor solutions with both a technical and commercial lens, contributing platform capability to the product roadmap. Define strategies to enable Coates solutions across mixed and multi-architecture store environments, expanding the addressable customer base. ## Qualifications and experience 7+ years’ experience in platform engineering, systems architecture, or technology infrastructure within a technology product or managed services environment. Demonstrated ownership of a proprietary or embedded technology platform — including OS management, device configuration, and fleet-scale deployment. Proven experience managing field-deployed hardware estates across distributed locations, ideally in a comparable industry. Track record of translating platform architecture decisions into commercial outcomes, including contribution to product strategy, tiered service models, or cost reduction initiatives. Experience building and leading technical teams, with the ability to operate credibly across engineering, product, and executive stakeholders ## Additional Information About Coates We are industry leaders who have won awards and set records. We are a 2x Australia Good Design Award winner and we successfully completed the largest hardware deployment in Quick Service Restaurant history. We are industry leaders who have won awards and set records. We are a 2x Australia Good Design Award winner and we successfully completed the largest hardware deployment in Quick Service Restaurant history. We are led by a forward-thinking CEO who has demonstrated a true passion for people and making Coates a place where people genuinely enjoy working. Our growth plans enable a focus on providing rapid career advancement opportunities for our talent. Together, we are creators, allowing us to make our purpose a reality – to create immersive brand experiences for everyone. Join a Crew that Cares Be part of a global team of talented, ambitious, creative people that value integrity, individuality and inclusivity. (Ask us about our Equality + Empowerment Initiatives). The benefits include an annual market competitive bonus program and our “Thrive Program” which includes a suite of flexible work options because we’re strong believers that you should never miss an important life or work moment. Thrive also provides dedicated time to prioritize our health and wellbeing (think virtual Yoga or meditation sessions), a Global Wellness paid day off to recharge as well as a “Give Back Day” to allow our Crew an opportunity to make an impact in the community. Be inspired To Be More We skip the red tape and aim to always stay nimble. We’re proud of where we’ve been and are energized by where we’re going. We encourage ideas and perspectives because we know the more we have, the better we are. We work hard but have fun along the way. We push the boundaries but keep it real and authentic. We believe in the values that got us here are the ones that will continue to lead us forward. We are excited by what we’ve accomplished, but know the best is yet to come. Coates Group is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national or ethnic origin, gender, religion, disability, age, political affiliation or belief, disabled veteran, veteran of the Vietnam Era, or citizenship status (except in those special circumstances permitted or mandated by law). Fraud Alert: Employment Scam Advisory It has come to our attention that unauthorised individuals are impersonating our company and reaching out to job seekers through fraudulent emails, falsely claiming to represent Coates. These emails often request personal information and appear to come from domains that are not affiliated with our organisation, such as coatesgroupcareer.com. We take this matter very seriously. Coates has reported these incidents to law enforcement and is cooperating with the ongoing investigation. We are committed to protecting the integrity of our recruitment process and the privacy of our applicants. Please be advised of the following: - Coates does not operate or communicate through any domain resembling \"@coatesgroupcareer.com\" - We do not contact employment candidates via email to solicit personal or financial information - All applications for employment must be submitted through our official website https://coatesgroup.com/careers or directly through our LinkedIn profile: Coates Group - All emails from us will come from our official domain, which is [at]coatesgroup[dot]com or via our Applicant - Tracking System (ATS) email address, which is no-reply[at]hire.lever[dot]co If you receive any suspicious communications purporting to be from Coates, we urge you not to respond, do not click any links, and do not provide any personal information. Your safety and trust are of the utmost importance to us. Thank you for your vigilance.", "summaryDescription" : "Senior Director, Platform Technology at Coates Group", "postedDate" : "2026-06-15T03:38:24.050", "createdAt" : "2026-06-15T03:38:24.050", "lastUpdated" : "2026-06-16T14:41:58.005", "ingestTimestamp" : "2026-06-16T03:25:43.395", "mongoId" : "6a305a2cf292fd229cf4de06", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Director", "dataQualityScore" : 0.8888889, "_score" : 646.3561, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2eb32774d8ee00a0e7dc92", "title" : "Wealth Technology Book of Work Program Lead", "company" : "Citi Wealth", "industry" : "Banking", "salary" : { "min" : 170.0, "max" : 170.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "United States of America", "locations" : [ "United States of America" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-16T05:15:28.247", "fingerprint" : "a48808890f1388330aca484c2178ab5f11ef2cb72701518b17b0c48ff2a3b32b", "source" : "workday", "language" : "en", "applyUrl" : "https://citi.wd5.myworkdayjobs.com/2/job/New-York-New-York-United-States/Wealth-Technology-Book-of-Work-Program-Lead_26971758", "externalId" : "26971758", "industryFunction" : { }, "locationPoint" : "51.43667,5.97917", "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 8, "experienceMaxYears" : 15, "experienceLevel" : "Lead", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills" ], "remoteFriendly" : false, "rawDescription" : "**ABOUT CITI WEALTH** Citi Wealth is one of the world's largest wealth management businesses, serving clients across the full spectrum of affluent, high-net-worth, and ultra-high-net-worth segments globally. With a presence in major financial centers worldwide, Citi Wealth delivers a comprehensive suite of investment, lending, banking, and trust services, powered by the institutional strength and global reach of Citigroup. As part of a broader transformation agenda, Citi Wealth is investing significantly in modernizing its technology platforms and product capabilities to deliver best-in-class digital experiences for advisors and clients alike. The COO team sits at the center of this transformation, driving business strategy, roadmap execution, and cross-functional delivery across every major capability domain within Wealth. **THE OPPORTUNITY** We are seeking a Wealth Technology Book of Work Program Lead to serve as the central leader responsible for the management, coordination, planning, and strategic oversight of Wealth Management's technology Book of Work. This is a transformational leadership role that serves as the central coordination point across Wealth Leadership, Technology, Finance, and Business Execution teams to ensure capital and resources are allocated, prioritized, tracked, and governed in alignment with Wealth Management's strategic objectives. Acting as an independent partner and connector across business, technology, and finance, this leader owns the processes, routines, documentation, and governance frameworks that support investment planning and ongoing portfolio management. You will play a pivotal role in shaping how Citi Wealth invests in its future—ensuring disciplined capital allocation, transparent governance, and strategic alignment across a complex global organization. This role requires a leader who combines deep domain expertise in wealth management with exceptional financial acumen and governance discipline—someone who can synthesize competing priorities, build trusted partnerships across senior stakeholder groups, and drive transparency and accountability across the full investment management lifecycle. **KEY RESPONSIBILITIES** **Book of Work Governance & Management** * Lead the centralized governance and management of the Wealth Management technology Book of Work across funded initiatives, sponsored programs, and allocated indirect expense * Own the annual and ongoing capital planning process for Wealth Management technology initiatives, including allocation strategy, prioritization frameworks, funding decisions, and resource trade-offs * Drive consistency, discipline, and transparency across the full investment management lifecycle—from planning and approval through execution, tracking, and reprioritization * Own and continuously improve the operating routines, governance forums, reporting processes, documentation standards, and decision-making materials related to the Book of Work and capital allocation process **Capital Allocation & Investment Planning** * Coordinate prioritization of capital and technology resources throughout the year, balancing strategic initiatives, regulatory requirements, business priorities, operational needs, and capacity constraints * Oversee the tracking and management of ongoing spend against approved capital allocations, ensuring transparency into financial performance, delivery progress, risks, and emerging funding needs * Act as an independent central advisor to the Wealth Leadership team on capital allocation decisions, ensuring alignment with overall Wealth Management goals and disciplined investment governance * Connect business strategy, technology delivery, and financial planning by translating priorities and constraints across stakeholder groups **Strategic Initiative Leadership** * Partner directly with Wealth Leadership, business heads, and business execution leads to coordinate investment priorities and translate strategic objectives into actionable technology demand and funding plans * Serve as the primary Wealth Management partner to Technology and Finance teams for Book of Work planning, spend tracking, prioritization, forecasting, and issue resolution * Support executive-level decision-making through clear reporting, portfolio analysis, prioritization recommendations, financial insights, and governance materials * Identify risks, dependencies, funding gaps, execution challenges, and prioritization conflicts across the Book of Work, escalating and resolving issues with senior stakeholders as needed **Risk Management & Compliance** * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets * Drive compliance with applicable laws, rules, and regulations, adhering to Policy and ensuring all governance and capital allocation processes meet regulatory requirements across U.S., EMEA, and APAC jurisdictions * Partner closely with Legal, Compliance, and Risk teams to ensure investment governance frameworks are designed and implemented with appropriate controls **Stakeholder Engagement & Communication** * Serve as a key liaison between the Wealth Management COO organization and Wealth Leadership, translating business strategy into clear investment priorities and ensuring ongoing alignment on capital allocation and portfolio outcomes * Engage with senior business stakeholders, regional heads, Technology leadership, and Finance teams to understand evolving priorities, capacity constraints, and competitive dynamics * Present Book of Work strategy, capital allocation progress, portfolio performance, and key decisions to Citi Wealth senior leadership, including quarterly business reviews and investment governance forums * Articulate complex financial, operational, and strategic information to diverse business and technology stakeholders with exceptional clarity. **QUALIFICATIONS & EXPERIENCE** **Required** * 15+ years of relevant experience with a demonstrated track record of success in capital planning, investment governance, portfolio management, or COO/finance functions, particularly within wealth management, banking, or financial services * Previous experience in technology Book of Work management, capital allocation, or investment governance, with experience in wealth management highly preferred * Experience in expense management, financial tracking, and resource prioritization is highly preferred * Proven track record of leading centralized governance and coordination functions across complex, matrixed global organizations with multiple senior stakeholders and competing priorities * Strong influencing skills with a proven ability to lead and motivate teams in a dynamic, high-pressure environment while acting as an independent and objective advisor in capital allocation discussions * Excellent senior-level negotiation and communication skills, alongside advanced analytical capabilities and financial acumen for robust portfolio analysis and investment recommendations * Strong senior-level network across Citi lines of business and existing relationships with Technology, Finance, and Business Execution leadership * Exceptional strategic thinking skills, coupled with the ability to synthesize complex information into clear recommendations and decision-ready materials * Strong understanding of technology development lifecycles, project and program delivery, and technology portfolio management * Excellent oral and written communication skills, with the ability to articulate complex ideas to diverse audiences * Bachelor's/University degree in Finance, Business, Technology, or a related field required **Preferred** * Master's degree or equivalent advanced professional qualification (MBA or advanced degree preferred) * Deep knowledge of wealth management businesses, operating models, strategic priorities, and the interplay between business strategy, technology delivery, and financial planning * Experience with capital planning and portfolio governance at leading wealth management and private banking franchises, including Morgan Stanley, Merrill Lynch (Bank of America), Goldman Sachs Private Wealth Management, or J.P. Morgan Private Bank * Demonstrated experience driving governance process design, operating routine optimization, and portfolio reporting within complex, matrixed global financial institutions **CORE COMPETENCIES** * Strategic portfolio management * Capital allocation and investment governance * Technology Book of Work management * Executive stakeholder management * Financial planning and expense tracking * Business, technology, and finance connectivity * Governance process ownership * Prioritization and resource management * Senior leadership reporting * Decision support and issue resolution. Citi is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. \\------------------------------------------------------ ## **Job Family Group:** Business Strategy, Management & Administration \\------------------------------------------------------ ## **Job Family:** Business Execution & Administration \\------------------------------------------------------ ## **Time Type:** Full time \\------------------------------------------------------ ## **Primary Location:** New York New York United States \\------------------------------------------------------ ## **Primary Location Full Time Salary Range:** $170 000,00 - $300 000,00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. \\------------------------------------------------------ ## **Most Relevant Skills** Please see the requirements listed above. \\------------------------------------------------------ ## **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \\------------------------------------------------------ ## **Anticipated Posting Close Date:** jun 19, 2026 \\------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ __ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review[Accessibility at Citi](https://www.citigroup.com/citi/accessibility/application-accessibility.htm). View Citi’s [EEO Policy Statement](https://www.citigroup.com/global/eeo-aa-policy) and the [Know Your Rights](https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster._", "summaryDescription" : "Wealth Technology Book of Work Program Lead at Citi Wealth", "postedDate" : "2026-06-12T21:30:19.346", "createdAt" : "2026-06-14T21:30:19.303", "lastUpdated" : "2026-06-16T05:15:28.247", "ingestTimestamp" : "2026-06-14T21:30:19.303", "mongoId" : "6a2eb32774d8ee00a0e7dc92", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://citi.wd5.myworkdayjobs.com/2/job/New-York-New-York-United-States/Wealth-Technology-Book-of-Work-Program-Lead_26971758", "salaryAnnualMin" : 353600, "salaryAnnualMax" : 353600, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "skillCount" : 14, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "mid", "dataQualityScore" : 1.0, "_score" : 637.17145, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c688774d8ee00a0903c06", "title" : "Associate, US Operations - Digital Wealth Platform", "company" : "Arta", "industry" : "Operations", "salary" : { "min" : 110000.0, "max" : 300000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Bay Area", "locations" : [ "Bay Area", "US" ], "timestamp" : "2026-06-15T08:52:36.456", "fingerprint" : "3855f893531d94e2628cae0b3d2a799cc29bed499ed0be5d6da7cce5895a2ad5", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/artafinance/bffc079b-82b1-436a-bcee-bb0993693d1e/application", "externalId" : "bffc079b-82b1-436a-bcee-bb0993693d1e", "industryFunction" : { }, "structuredLocations" : [ { "country" : "United States", "continent" : "na", "workMode" : "hybrid" }, { "workMode" : "remote" } ], "locationText" : "United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 3, "experienceMaxYears" : 4, "technicalSkills" : "SQL, Excel, AI workflows", "professionalSkills" : [ "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Operational metrics", "Resource planning", "Continuous improvement", "Client onboarding", "Risk assessment", "Account management", "Money transfers" ], "hardSkillsList" : [ "Public market investments", "Private market investments", "Buy/sell trades", "Reconciliation", "Corporate actions", "Capital calls", "NAV updates", "Regulatory reporting" ], "hardSkills" : [ { "name" : "Public market investments", "level" : "intermediate" }, { "name" : "Private market investments", "level" : "intermediate" }, { "name" : "Buy/sell trades", "level" : "intermediate" }, { "name" : "Reconciliation", "level" : "intermediate" }, { "name" : "Corporate actions", "level" : "intermediate" }, { "name" : "Capital calls", "level" : "intermediate" }, { "name" : "NAV updates", "level" : "intermediate" }, { "name" : "Regulatory reporting", "level" : "intermediate" } ], "majorSkills" : "Process management, Cross-functional coordination, Operational metrics, Resource planning", "majorSkillsList" : [ "Process management", "Cross-functional coordination", "Operational metrics", "Resource planning" ], "coreResponsibilities" : "Own and execute critical operational processes, Manage platform operations, Handle public and private market investments, Execute buy/sell trades, Perform reconciliation, Manage corporate actions, Process capital calls, Update NAV, Manage customer onboarding, Manage risk assessment, Manage account management, Manage money transfers, Collaborate with Operations team, Collaborate with Member Success team, Collaborate with Product team, Collaborate with Compliance team, Collaborate with Engineering team, Anticipate future business needs, Brainstorm workflows, Brainstorm edge cases, Operationalize new features, Enhance key processes, Coordinate internal partners, Coordinate external partners, Investigate operational issues, Implement preventive measures, Create data reporting workflows, Track key operational metrics, Manage regulatory reporting obligations", "teamCollaboration" : "Internal stakeholders; External stakeholders; Customer Success; Product; Compliance; Engineering; Broker-dealers; Fund managers", "domainKnowledge" : "Financial services; Investments; Asset classes; Public markets; Private markets; Digital wealth platform", "domainList" : [ "financial-services", "investments", "asset-classes", "public-markets", "private-markets", "digital-wealth-platform" ], "domainSpecificKnowledge" : [ "Financial services", "Investments", "Asset classes", "Public markets", "Private markets", "Digital wealth platform" ], "problemSolvingSkills" : "Technical problem-solving; Root cause analysis; Complex problem breakdown", "qualificationsBasic" : "3-4+ years business operations experience, Financial services experience, Investments space experience, Experience designing and implementing end-to-end operational processes, Appropriate controls experience", "qualificationsPreferred" : "Proficiency with SQL, Proficiency with Excel, Setting up AI workflows proficiency", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "THE COMPANY Arta is on an audacious and incredibly rewarding mission: to pave the way for people everywhere to lead more successful financial lives. Arta leverages AI and sophisticated digital tools—once reserved for ultra-high-net-worth individuals—and makes them accessible to a broader global audience. Think of it as your own digital family office, combining intelligent investment strategies, alternative assets, private market access, and smart automation to help you grow and protect your wealth effortlessly. We value trust, teamwork, and adaptability. Think: intelligent investing, personalized portfolios, and real-time trading, all backed by robust data infrastructure. THE ROLE As an Operations Associate, you will play a key role in building a culture of operational discipline within Arta by managing the core operational processes which power the end-to-end user journey of our clients. This includes client onboarding, deposits/withdrawals, trading across all our asset classes and monitoring of account activity. In doing so, you will collaborate with both internal (Customer Success, Product, Compliance, Engineering) and external (broker-dealers, fund managers) stakeholders. The ideal candidate should be an advocate for the user experience of our customers, have an innate curiosity to understand how things work behind-the-scenes and a strong drive for improving processes. WHAT YOU WILL DO - Own and execute the critical operational processes that power our platform, in the areas of public and private market investments (e.g. buy/sell trades, reconciliation, corporate actions, capital calls, NAV updates), customer onboarding and risk assessment, account management, and money transfers. - Collaborate with our Operations, Member Success, Product, Compliance and Engineering teams to: - Anticipate future business needs; - Brainstorm workflows and edge cases to operationalize new products; and - Enhance key processes while considering implications such as cost, implementation complexity, regulatory compliance and other relevant risks. - Coordinate the efforts of internal and external partners to investigate operational issues and implement preventive measures. - Create data reporting workflows to track key operational metrics and manage regulatory reporting obligations. WHO YOU ARE - 3-4+ years of business operations experience in financial services, ideally in the investments space handling a mix of asset classes. - Have experience designing and implementing end-to-end operational processes with appropriate controls. - Technical problem-solving skills: Enjoy diving into root causes and breaking down complex problems - You thrive in a startup-like environment where not everything is black and white. You are comfortable adapting to evolving priorities, navigating ambiguous and complex problem spaces, running experiments, and staying optimistic through change. - Strong attention to detail and ability to work independently. - Bonus: Proficiency with SQL, Excel and setting up AI workflows. - Location: Ideally you are based in the Bay Area but we are open to remote candidates if you have strong experience. (Ideally, west-coast time zone) INTERVIEW PROCESS 1. Hiring Manager interview with Global Head of Operations based in Singapore, 45m 2. Cross-functional interview with Global Head of Customer Success and/or Customer Success Manager, 45m 3. Cross-functional interview with Global Head of Structured Products, 30m 4. Co-founder/Culture interview with General Counsel, 30m WHAT WE OFFER - A competitive salary and benefits package, with ample opportunities for growth and advancement - A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued - The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance - Hybrid work environment with micro-kitchen and lunch provided - Robust health insurance offering for you and your family - High deductible health plan available with health savings account contribution - 20 weeks of parental leave - 17 days PTO annually Arta’s compensation philosophy We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a substantial part of your total compensation. IC I: $110,000-$180,000 IC II: $160,000-$230,000 IC III: $180,000-$300,000", "summaryDescription" : "Associate, US Operations - Digital Wealth Platform at Arta. Skills: Process management, Cross-functional coordination, Operational metrics, Resource planning. Own and execute critical operational processes. Manage platform operations", "createdAt" : "2026-06-14T02:07:01.920", "lastUpdated" : "2026-06-15T08:52:36.456", "ingestTimestamp" : "2026-06-14T02:07:01.920", "mongoId" : "6a2c688774d8ee00a0903c06", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 110000, "salaryAnnualMax" : 300000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Public market investments", "Private market investments", "Buy/sell trades", "Reconciliation", "Corporate actions", "Capital calls", "NAV updates", "Regulatory reporting", "Process management", "Cross-functional coordination", "Operational metrics", "Resource planning", "Vendor management", "Stakeholder management", "Continuous improvement", "Client onboarding", "Risk assessment", "Account management", "Money transfers", "Financial services", "Investments", "Asset classes", "Public markets", "Private markets", "Digital wealth platform" ], "skillCount" : 25, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 633.4567, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2ca5ee74d8ee00a09b8b26", "title" : "Associate Wealth Advisor", "company" : "NorthCoast Asset Management", "industry" : "Banking", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Associate Wealth Advisor in Stamford, United States, adjusted for the financial services industry." }, "location" : "Stamford, Connecticut, United States", "locations" : [ "Stamford", "Connecticut", "United States" ], "certifications" : [ "Series 65" ], "timestamp" : "2026-06-15T22:48:53.432", "fingerprint" : "1d68cc5c2db7d3ee537271847bbed56421aa528f35ff806a6c51259eca47a460", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/nc/jobs/5820466004", "externalId" : "5820466004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Stamford", "state" : "Connecticut", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "41.0534302,-73.5387341" } ], "locationText" : "Stamford, Connecticut, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "professionalSkills" : [ "Financial planning", "Investment strategy", "Trading fundamentals", "Portfolio management", "Client communication", "Client service", "Business planning" ], "hardSkillsList" : [ "Quantitative modeling", "Risk controls" ], "hardSkills" : [ { "name" : "Quantitative modeling", "level" : "intermediate" }, { "name" : "Risk controls", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Investment strategy, Client service", "majorSkillsList" : [ "Financial planning", "Investment strategy", "Client service" ], "coreResponsibilities" : "Develop financial plans, Revise financial plans, Present financial plans, Create investment strategy, Monitor risk tolerance, Understand trading fundamentals, Approve portfolios, Execute portfolios, Approve trade recommendations, Execute trade recommendations, Approve tax loss harvesting, Execute tax loss harvesting, Record client communication, Record client information, Service client needs, Complete client billing reviews, Ensure compliance, Engage in business planning, Support strategic priorities", "teamCollaboration" : "Resource collaboration AWAs; Collaborate with team members; Collaborate with Portfolio Management", "domainKnowledge" : "Tax planning; Estate planning; Insurance planning; Financial industry; Financial products; Financial planning concepts", "domainList" : [ "tax-planning", "estate-planning", "insurance-planning", "financial-industry", "financial-products", "financial-planning-concepts" ], "domainSpecificKnowledge" : [ "Tax planning", "Estate planning", "Insurance planning", "Financial industry", "Financial products", "Financial planning concepts" ], "toolProficiency" : [ "CRM system", "Custodian websites" ], "communicationSkills" : "Client communications; Client interactions", "documentationSkills" : "Recording client communication; Recording client information", "problemSolvingSkills" : "Analytical skills", "specialRequirements" : "Meet clients in person, Some travel required", "qualificationsBasic" : "Series 65 or equivalent within 120 days, 2+ years financial service experience, Clean U4", "qualificationsPreferred" : "Interpersonal team-oriented approach, Knowledge of financial industry, Knowledge of financial products, Knowledge of financial planning concepts, Excellent analytical skills, Attention to detail", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. Position Summary NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. This position requires a presence in the Stamford office five days a week. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $90,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Associate Wealth Advisor at NorthCoast Asset Management. Skills: Financial planning, Investment strategy, Client service. Develop financial plans. Revise financial plans", "postedDate" : "2026-06-14T19:17:18.720", "createdAt" : "2026-06-14T19:17:18.720", "lastUpdated" : "2026-06-15T22:48:53.432", "ingestTimestamp" : "2026-06-14T19:17:18.720", "mongoId" : "6a2ca5ee74d8ee00a09b8b26", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Quantitative modeling", "Risk controls", "Financial planning", "Investment strategy", "Client service", "Trading fundamentals", "Portfolio management", "Client communication", "Business planning", "Tax planning", "Estate planning", "Insurance planning", "Financial industry", "Financial products", "Financial planning concepts", "Series 65", "CRM system", "Custodian websites" ], "skillCount" : 18, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.8888889, "_score" : 631.85065, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "694ae6e370f0b99d589b3726", "title" : "Specialist, Technology Service Management", "industry" : "Technology", "salary" : { "min" : 75000.0, "max" : 105000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a mid-seniority Technology Service Management Specialist in Sudbury, Canada, adjusted for industry and full-time employment." }, "location" : "34 - Sudbury Regional Office", "locations" : [ "34 - Sudbury Regional Office", "
34 - Sudbury Regional Office (34 - Sudbury Regional Office)
1-2231 Long Lake Road
Sudbury, P3E 5H3

" ], "certifications" : [ "ITIL foundation" ], "timestamp" : "2026-06-15T09:19:27.413", "fingerprint" : "c4af811fc91a04820731c20125887d13676793c83bcdc10aed879a93a9044bf5", "source" : "taleo", "language" : "en", "applyUrl" : "https://iamgold.taleo.net/careersection/ex/jobdetail.ftl?job=57002", "externalId" : "57002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Sudbury", "state" : "Ontario", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "46.4927200,-80.9912110" } ], "locationText" : "Sudbury, Ontario, Canada", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 4, "experienceMaxYears" : 6, "experienceLevel" : "Mid", "technicalSkills" : "ITSM platforms, ITSM tools", "professionalSkills" : [ "Service delivery", "Operational excellence", "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Resource planning", "Continuous improvement", "Automation", "Efficiency", "Performance reporting", "Customer care", "Training", "Enablement" ], "hardSkillsList" : [ "Service Level Management", "Change Management", "Release Management", "Incident Management", "Problem Management" ], "softSkillsList" : [ "Leadership" ], "hardSkills" : [ { "name" : "Service Level Management", "level" : "intermediate" }, { "name" : "Change Management", "level" : "intermediate" }, { "name" : "Release Management", "level" : "intermediate" }, { "name" : "Incident Management", "level" : "intermediate" }, { "name" : "Problem Management", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" } ], "majorSkills" : "Technology Service Management, ITSM processes, ITIL frameworks", "majorSkillsList" : [ "Technology Service Management", "ITSM processes", "ITIL frameworks" ], "coreResponsibilities" : "Champion technology-enabled service delivery, Champion operational excellence, Architect technology service management processes, Implement technology service management processes, Optimize technology service management processes, Lead ITSM process design, Lead ITSM process implementation, Lead ITSM process enhancement, Drive automation, Drive efficiency, Drive measurable outcomes, Champion adoption of ITSM tools, Develop process documentation, Maintain process documentation, Develop workflows, Maintain workflows, Develop SOPs, Maintain SOPs, Oversee Incident Management, Oversee Problem Management, Oversee Change Management, Oversee Service Level Management, Resolve IT issues, Minimize disruptions, Foster continuous improvement, Collaborate with technical teams, Collaborate with cross-functional partners, Resolve incidents, Implement lasting solutions, Manage Change Management processes, Manage Release Management processes, Support IT service deployment, Define Service Level Agreements, Monitor Service Level Agreements, Provide performance reports, Act as trusted advisor, Act as primary contact, Embody customer care culture, Deliver training sessions, Deliver enablement sessions, Curate knowledge articles, Promote self-service culture, Promote continuous learning", "teamCollaboration" : "Technical teams; Cross-functional partners", "projectManagementSkills" : [ "Project management" ], "domainKnowledge" : "ITIL; ITSM", "domainList" : [ "itil", "itsm" ], "domainSpecificKnowledge" : [ "ITIL", "ITSM" ], "toolProficiency" : [ "SolarWinds", "ServiceNow" ], "communicationSkills" : "English communication", "documentationSkills" : "Process documentation; Workflows; SOPs; Knowledge articles", "continuousLearning" : "Continuous learning", "problemSolvingSkills" : "Problem-solving", "qualificationsBasic" : "College or bachelor’s degree, 4–6 years of experience in IT Service Management, Hands-on expertise with ITSM tools, Deep understanding of ITIL processes, Analytical and problem-solving skills, Project management experience, Ability to manage multiple initiatives", "qualificationsPreferred" : "ITIL foundation or higher certification", "remoteFriendly" : false, "workSiteFlexibility" : "Flexible", "rawDescription" : "We are hiring a Specialist, Technology Service Management to champion technology-enabled service delivery and operational excellence across our organization. This role is pivotal in architecting, implementing, and continuously optimizing technology service management processes and frameworks, leveraging industry-leading practices and advanced ITSM platforms. In this role, you will lead the design, implementation, and ongoing enhancement of ITSM processes, driving automation, efficiency, and measurable outcomes while championing the adoption of advanced ITSM tools such as SolarWinds and ServiceNow. You will develop and maintain robust process documentation, workflows, and SOPs in alignment with ITIL and organizational standards, oversee Incident, Problem, Change, and Service Level Management to resolve IT issues promptly, minimize disruptions, and foster continuous improvement. Collaboration with technical teams and cross-functional partners will be key as you work to resolve incidents and implement lasting solutions. You will manage Change and Release Management processes to support smooth deployment of IT services, define and monitor Service Level Agreements, and provide regular performance reports to stakeholders. As a trusted advisor and primary contact for IT service management, you will embody a culture of customer care, deliver engaging training and enablement sessions, and curate knowledge articles to promote a self-service culture and continuous learning. To be successful in this role, you will bring a college or bachelor’s degree in computer science or a related field, ideally complemented by ITIL foundation or higher certification, and possess 4–6 years of experience in IT Service Management or a related IT operations role. You will have hands-on expertise with ITSM tools and a deep understanding of ITIL processes and frameworks, along with strong analytical and problem-solving skills to assess service performance and drive improvements. Project management experience and the ability to manage multiple initiatives simultaneously are essential. You will demonstrate strong leadership abilities to guide teams through service improvement initiatives, and exemplary English communication skills to support both business and technology discussions. We are committed to building a diverse and inclusive workplace and encourage candidates of all backgrounds to apply. If you are ready to make a meaningful impact and grow your career in a collaborative and forward-thinking environment, we look forward to hearing from you. We offer an attractive total rewards package that includes a competitive salary and bonus, extended health, dental and insurance benefit coverage, a health spending account, fitness & wellness subsidy, employee & family assistance program, registered pension plan with company match, employee share purchase plan with company match, TFSA & RRSP, electric vehicle subsidy, summer hours and holiday office closure. We understand no candidate meets every qualification listed. If your experience differs but you believe you can add value to the role, we want to hear from you! We are committed to inclusivity and welcome applications from individuals of all abilities. If you need accommodation during the application process, please contact us, and we'll provide the necessary support. Canada", "summaryDescription" : "Specialist, Technology Service Management. Skills: Technology Service Management, ITSM processes, ITIL frameworks. Champion technology-enabled service delivery. Champion operational excellence", "createdAt" : "2026-06-14T04:38:40.541", "lastUpdated" : "2026-06-15T09:19:27.413", "ingestTimestamp" : "2026-06-14T04:38:40.541", "mongoId" : "694ae6e370f0b99d589b3726", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Service Level Management", "Change Management", "Release Management", "Incident Management", "Problem Management", "Leadership", "Technology Service Management", "ITSM processes", "ITIL frameworks", "Service delivery", "Operational excellence", "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Resource planning", "Continuous improvement", "Automation", "Efficiency", "Performance reporting", "Customer care", "Training", "Enablement", "Project management", "ITIL", "ITSM", "ITIL foundation", "SolarWinds", "ServiceNow" ], "skillCount" : 29, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 629.0026, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a305a2cf292fd229cf4de07", "title" : "Senior Director, Platform Technology", "industry" : "Platform Technology", "salary" : { "min" : 225000.0, "max" : 350000.0, "currency" : "AUD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Director, Platform Technology in Sydney, Australia, adjusted for the technology industry and director-level seniority." }, "location" : "Sydney", "locations" : [ "Sydney" ], "timestamp" : "2026-06-16T09:30:10.893", "fingerprint" : "93386172ddf01061a82d8d650b423a83a0f395a5ba49bff9d39c92d280167b90", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/coatesgroup/770143ad-b900-4560-851c-9177116414e5/apply", "externalId" : "770143ad-b900-4560-851c-9177116414e5", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Sydney", "state" : "New South Wales", "country" : "Australia", "continent" : "oc", "source" : "llm", "workMode" : "onsite", "geo" : "-33.8698439,151.2082848" } ], "locationText" : "Sydney, New South Wales, Australia", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "", "summaryDescription" : "Senior Director, Platform Technology", "postedDate" : "2026-06-15T03:31:47.348", "createdAt" : "2026-06-15T03:31:47.348", "lastUpdated" : "2026-06-16T09:30:10.893", "ingestTimestamp" : "2026-06-16T03:21:42.689", "mongoId" : "6a305a2cf292fd229cf4de07", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Director", "dataQualityScore" : 0.6666667, "_score" : 626.6281, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c75b674d8ee00a0937ec3", "title" : "Associate, RIA Relationship Management (East Coast)", "company" : "Allocate", "industry" : "Relationship Management", "salary" : { "min" : 105000.0, "max" : 130000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "New York (Hybrid)", "locations" : [ "New York (Hybrid)" ], "certifications" : [ "Series 65", "Series 66", "CFA", "CAIA" ], "timestamp" : "2026-06-15T11:48:43.779", "fingerprint" : "8785faa38468e0ebba16dc0c9bcc043a14dfdf8c0409bff1885d8530ba2b2bc4", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/allocate/40f58352-98f1-40b8-b2de-3db362cea14f/application", "externalId" : "40f58352-98f1-40b8-b2de-3db362cea14f", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 3, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "professionalSkills" : [ "Relationship management", "Sales processes", "Client relationships", "Revenue generation", "Deal closure", "Private markets programs", "Investment philosophy", "Scalable programs", "Tailored programs", "Onboarding onto platform", "Navigate investment opportunities" ], "hardSkillsList" : [ "Financial services", "Wealth management", "Asset management", "Build reports", "Create dashboards", "Synthesize information", "Present clear picture" ], "hardSkills" : [ { "name" : "Financial services", "level" : "intermediate" }, { "name" : "Wealth management", "level" : "intermediate" }, { "name" : "Asset management", "level" : "intermediate" }, { "name" : "Build reports", "level" : "intermediate" }, { "name" : "Create dashboards", "level" : "intermediate" }, { "name" : "Synthesize information", "level" : "intermediate" }, { "name" : "Present clear picture", "level" : "intermediate" } ], "majorSkills" : "RIA relationships, Wealth advisory, Private markets, Client-centric", "majorSkillsList" : [ "RIA relationships", "Wealth advisory", "Private markets", "Client-centric" ], "coreResponsibilities" : "Identify RIAs, Engage RIAs, Reach out thoughtfully, Follow up thoughtfully, Start conversations, Bring Senior Relationship Managers into conversations, Work together to understand needs, Research prospective firms, Keep pipeline data accurate, Prepare materials, Track commitments, Guide new firms through onboarding, Navigate curated investment opportunities, Coordinate webinars, Coordinate events, Coordinate roundtables, Serve as a reliable presence, Serve as a responsive presence, Take ownership of relationships, Build a track record", "teamCollaboration" : "Partner closely with Senior Relationship Managers; Work directly with RIA firms; Work with allocators; Work alongside Relationship Managers; Bring in senior team members", "domainKnowledge" : "Private markets; Venture; Growth equity; Private equity; Private credit; RIA channel; Alternative investments", "domainList" : [ "private-markets", "venture", "growth-equity", "private-equity", "private-credit", "ria-channel", "alternative-investments" ], "domainSpecificKnowledge" : [ "Private markets", "Venture", "Growth equity", "Private equity", "Private credit", "RIA channel", "Alternative investments" ], "toolProficiency" : [ "Salesforce" ], "communicationSkills" : "Hold credible conversations; Hold substantive conversations", "problemSolvingSkills" : "Spot patterns; Make decisions", "outcomesObjectives" : "Grow Allocate's partnerships; Build scalable programs; Build tailored programs; Turn good partnership into lasting one; Take on own relationships; Grow into full Relationship Manager seat", "qualificationsBasic" : "3–5 years of experience, Deep comfort with Salesforce, Analytical ability, Confidence working with data, Demonstrated ability to use AI tools", "qualificationsPreferred" : "Experience in the RIA channel, Experience in alternatives, Experience in a client-facing role, Series 65 or 66, Willingness to obtain Series 65 or 66, CFA designation, CAIA designation, Currently in progress for CFA, Currently in progress for CAIA, Working knowledge of alternative investment structures, Working knowledge of alternative investment products", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "THE ROLE We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms. Based in New York, you will cover firms across the country. The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping them build scalable but tailored private markets programs spanning venture, growth equity, private equity, and private credit. At the core of this is a genuine effort to understand each firm you work with: their investment philosophy, what they are building for their clients, and the principles that shape how they operate. That depth of understanding is what turns a good partnership into a lasting one. This is a role for someone who is deeply client-centric, curious about private markets, and serious about building a career in the space. Over time, you will take on your own relationships and grow into a full Relationship Manager seat. WHAT YOU’LL DO Building new partnerships - Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities - Reach out and follow up thoughtfully across email, calls, LinkedIn, and conferences to start the right conversations - Bring Senior Relationship Managers into new firm conversations at the right moment, and work together to understand how Allocate can best serve them - Research prospective firms ahead of meetings: their investment philosophy, AUM, alternatives allocation, and the people who make decisions - Keep pipeline data accurate so the team always has a clear picture of where things stand Supporting and deepening firm relationships - Work alongside Relationship Managers on active firm partnerships: preparing materials, tracking commitments, and making sure nothing gets missed - Guide new firms through onboarding onto Allocate's platform and help them navigate curated investment opportunities - Coordinate webinars, events, and roundtables that bring value to existing and prospective partner firms - Serve as a reliable, responsive presence for the firms you work with, bringing in senior team members when needed - Over time, take ownership of your own relationships as you build a track record at Allocate WHAT WE’RE LOOKING FOR - 3–5 years of experience in financial services, wealth management, or asset management. Experience in the RIA channel, alternatives, or a client-facing role is a strong plus - Deep comfort with Salesforce as a primary working tool: you can build and maintain a complete, accurate view of a relationship across multiple signals, create reports and dashboards, and use the data to prioritise and make decisions — not just log activity - Strong analytical ability and confidence working with data: you can spot patterns, synthesize information from different sources, and present a clear picture to the team - Demonstrated ability to use AI tools in day-to-day work: whether for research, drafting, analysis, or workflow — you already use them and can show it - Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals - Highly organised and rigorous: you follow up, you take good notes, and you keep shared systems accurate without being asked - A high degree of self-direction and ownership, and comfort operating in a fast-moving, entrepreneurial environment - Ambition to build a long-term career in private markets, with this role as the starting point NICE TO HAVE - Series 65 or 66 (or willingness to obtain) - CFA or CAIA designation, or currently in progress - Working knowledge of alternative investment structures and products - Experience coordinating client events or industry conferences WHY JOIN ALLOCATE - Work directly with some of the most sophisticated platforms in wealth management - Help build the infrastructure powering private markets in the RIA channel - Join a team of builders focused on client experience, operational rigor, and problem-solving - Shape how the next generation of wealth platforms invests in private markets", "summaryDescription" : "Associate, RIA Relationship Management (East Coast) at Allocate. Skills: RIA relationships, Wealth advisory, Private markets, Client-centric. Identify RIAs. Engage RIAs", "createdAt" : "2026-06-13T21:38:59.480", "lastUpdated" : "2026-06-15T11:48:43.779", "ingestTimestamp" : "2026-06-13T21:38:59.480", "mongoId" : "6a2c75b674d8ee00a0937ec3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 105000, "salaryAnnualMax" : 130000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial services", "Wealth management", "Asset management", "Build reports", "Create dashboards", "Synthesize information", "Present clear picture", "RIA relationships", "Wealth advisory", "Private markets", "Client-centric", "Relationship management", "Sales processes", "Client relationships", "Revenue generation", "Deal closure", "Private markets programs", "Investment philosophy", "Scalable programs", "Tailored programs", "Onboarding onto platform", "Navigate investment opportunities", "Venture", "Growth equity", "Private equity", "Private credit", "RIA channel", "Alternative investments", "Series 65", "Series 66", "CFA", "CAIA", "Salesforce" ], "skillCount" : 33, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Junior", "dataQualityScore" : 0.8888889, "_score" : 615.0135, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "68ed10ac70f0b99d58e7bb67", "title" : "Manager Program Management, S&OP", "company" : "ASSPL", "industry" : "Project/Program/Product Management--Non-Tech, Program Management, fulfillment ops", "salary" : { "min" : 2200000.0, "max" : 3500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market data for a Manager Program Management, S&OP in Bengaluru, India, adjusted for seniority, industry, and company size." }, "location" : "Bengaluru, Karnataka, IND", "locations" : [ "Bengaluru, Karnataka, IND" ], "timestamp" : "2026-06-15T08:13:53.952", "fingerprint" : "fed29393b21dcc2779c547f78a907a023ea0232c3ea7f814e69eac14ad41689a", "source" : "amazon", "language" : "en", "applyUrl" : "https://account.amazon.com/jobs/3100559/apply", "externalId" : "de061488-92ad-4ec3-95c9-431d48981c5d", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Bengaluru", "state" : "Karnataka", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "12.9767936,77.5900820" } ], "locationText" : "Bengaluru, Karnataka, India", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceLevel" : "Manager", "professionalSkills" : [ "Integrated business planning", "Resource planning", "Process management", "Stakeholder management", "Data-driven decision making", "Advanced analytics" ], "hardSkillsList" : [ "Demand planning", "Supply planning", "Inventory optimization" ], "softSkillsList" : [ "Leadership", "Mentoring" ], "hardSkills" : [ { "name" : "Demand planning", "level" : "intermediate" }, { "name" : "Supply planning", "level" : "intermediate" }, { "name" : "Inventory optimization", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Mentoring" } ], "majorSkills" : "Integrated business planning, Cross-functional alignment, Team management", "majorSkillsList" : [ "Integrated business planning", "Cross-functional alignment", "Team management" ], "coreResponsibilities" : "Lead S&OP organization, Drive end-to-end S&OP excellence, Orchestrate convergence of demand planning, supply planning, and, Champion monthly S&OP cadence, Lead cross-functional alignment, Drive data-driven decision making, Build and mentor high-performing teams, Balance commercial goals with operational capabilities, Ensure optimal inventory levels, Ensure superior service performance, Ensure efficient resource utilization, Shape planning organization's culture, Develop future leaders, Drive innovation in planning processes, Interact across Commercial, Finance, Operations, and Technology teams, Drive strategic initiatives, Drive transformation programs", "teamCollaboration" : "Cross-functional alignment; Commercial, Finance, Operations, and Technology teams", "projectManagementSkills" : [ "Program management", "Project management" ], "domainKnowledge" : "Supply chain planning; Sales and Operations Planning; Integrated business planning", "domainList" : [ "supply-chain-planning", "sales-and-operations-planning", "integrated-business-planning" ], "domainSpecificKnowledge" : [ "Supply chain planning", "Sales and Operations Planning", "Integrated business planning" ], "innovationCreativity" : "Drive innovation in planning processes", "problemSolvingSkills" : "Data-driven decision making", "outcomesObjectives" : "Ensure optimal inventory levels; Ensure superior service performance; Ensure efficient resource utilization; Impact customer experience; Impact business growth", "qualificationsBasic" : "5+ years cross-functionally with tech and non-tech teams, 5+ years team management, 5+ years cross functional project delivery, 5+ years program or project management, Define program requirements, Use data and metrics to determine improvements", "qualificationsPreferred" : "Managing, analyzing and communicating results to senior leadership", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "We are seeking an exceptional Senior Supply Chain Operations Manager to lead our Sales & Operations Planning (S&OP) organization within Amazon India's centralized supply chain planning function. This strategic leadership role will drive end-to-end S&OP excellence by orchestrating the convergence of demand planning, supply planning, and inventory optimization processes across multiple business channels. The ideal candidate will champion the monthly S&OP cadence, lead cross-functional alignment, and drive data-driven decision making while building and mentoring high-performing teams. This role requires deep expertise in integrated business planning, with the ability to balance commercial goals with operational capabilities, ultimately ensuring optimal inventory levels, superior service performance, and efficient resource utilization across the network. As a people manager, you will shape the planning organization's culture, develop future leaders, and drive innovation in planning processes through advanced analytics and technology adoption. This high-visibility position requires exceptional stakeholder management skills, with regular interaction across Commercial, Finance, Operations, and Technology teams to drive strategic initiatives and transformation programs. The role offers an exciting opportunity to influence Amazon India's supply chain strategy while leading a critical function that directly impacts customer experience and business growth. Basic Qualifications: - 5+ years of working cross functionally with tech and non-tech teams experience - 5+ years of team management experience - 5+ years of cross functional project delivery experience - 5+ years of program or project management experience - Experience defining program requirements and using data and metrics to determine improvements Preferred Qualifications: - Experience managing, analyzing and communicating results to senior leadership Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.", "summaryDescription" : "Manager Program Management, S&OP at ASSPL. Skills: Integrated business planning, Cross-functional alignment, Team management. Lead S&OP organization. Drive end-to-end S&OP excellence", "postedDate" : "2026-06-13T20:47:45.475", "createdAt" : "2026-06-13T20:47:45.475", "lastUpdated" : "2026-06-15T08:13:53.952", "ingestTimestamp" : "2026-06-13T20:47:45.475", "mongoId" : "68ed10ac70f0b99d58e7bb67", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://account.amazon.com/jobs/3100559/apply", "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Demand planning", "Supply planning", "Inventory optimization", "Leadership", "Mentoring", "Integrated business planning", "Cross-functional alignment", "Team management", "Resource planning", "Process management", "Stakeholder management", "Data-driven decision making", "Advanced analytics", "Program management", "Project management", "Supply chain planning", "Sales and Operations Planning" ], "skillCount" : 17, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Manager", "dataQualityScore" : 1.0, "_score" : 607.7243, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Logistics", "llmIndustryConfidence" : 0.95 }, { "id" : "6a307442f292fd229c005f28", "title" : "Private Banking Relationship Manager", "company" : "Standard Bank Group", "industry" : "Financial Services", "salary" : { "min" : 750000.0, "max" : 1200000.0, "currency" : "ZAR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Private Banking Relationship Manager in Cape Town, South Africa, adjusted for industry and company size." }, "location" : "Cape Town, Western Cape, ZA", "locations" : [ "Cape Town", "Western Cape", "ZA" ], "certifications" : [ "FAIS Representative certification" ], "timestamp" : "2026-06-16T13:33:44.327", "fingerprint" : "88ecd12b9c3484021a859fb39703096e0af883279e2fbc582c39b82deeb3c9a2", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/StandardBankGroup/744000132246478-private-banking-relationship-manager", "externalId" : "744000132246478", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Cape Town", "state" : "Western Cape", "country" : "South Africa", "continent" : "af", "source" : "llm", "workMode" : "onsite", "geo" : "-33.9288301,18.4172197" } ], "locationText" : "Cape Town, Western Cape, South Africa", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "mid", "professionalSkills" : [ "Relationship management", "Private banking", "Financial analysis", "Banking strategies", "Industry trends analysis", "Competitive landscape assessment", "Performance reporting", "Client acquisition", "Client retention", "Portfolio management", "Credit applications", "Complex lending", "Investment products", "Offshore products" ], "hardSkillsList" : [ "Commercial Acumen", "Customer Understanding", "Financial Acumen", "Product Knowledge", "Risk Identification", "Risk Reporting" ], "hardSkills" : [ { "name" : "Commercial Acumen", "level" : "intermediate" }, { "name" : "Customer Understanding", "level" : "intermediate" }, { "name" : "Financial Acumen", "level" : "intermediate" }, { "name" : "Product Knowledge", "level" : "intermediate" }, { "name" : "Risk Identification", "level" : "intermediate" }, { "name" : "Risk Reporting", "level" : "intermediate" } ], "majorSkills" : "Relationship management, Private banking, Client acquisition, Portfolio management", "majorSkillsList" : [ "Relationship management", "Private banking", "Client acquisition", "Portfolio management" ], "coreResponsibilities" : "Develop and maintain relationships with high-net-worth clients, Provide tailored financial solutions, Provide proactive engagement, Provide outstanding service, Conduct in-depth financial analyses, Create personalised banking strategies, Ensure full compliance with regulatory requirements, Ensure compliance with internal policies, Analyse industry trends, Assess the competitive landscape, Provide performance reports, Support informed decision-making, Drive business growth", "domainKnowledge" : "Consumer Banking; High-net-worth clients; Financial services; Credit applications; Investment products; Offshore products", "domainList" : [ "consumer-banking", "high-net-worth-clients", "financial-services", "credit-applications", "investment-products", "offshore-products" ], "domainSpecificKnowledge" : [ "Consumer Banking", "High-net-worth clients", "Financial services", "Credit applications", "Investment products", "Offshore products" ], "communicationSkills" : "Articulating Information; Providing Insights; Convincing People; Establishing Rapport", "continuousLearning" : "Developing Expertise", "problemSolvingSkills" : "Interpreting Data; Examining Information", "outcomesObjectives" : "Growing a portfolio of high-net-worth clients; Managing a portfolio of high-net-worth clients; Retaining a portfolio of high-net-worth clients; Delivering exceptional value; Drive business growth", "qualificationsBasic" : "FAIS aligned Degree in Business Commerce (NQF7 or higher), FAIS Representative certification, Minimum of 7 years’ experience in financial services, 5–7 years in relationship management or private banking role, Proven ability to analyse clients’ financial needs, Identify opportunities, Deliver tailored financial solutions, Demonstrated success in client acquisition, Client retention, Portfolio management within high-net-worth segment, Experience in structuring credit applications, Facilitating complex lending, Investment product offerings, Offshore product offerings, Proficient understanding of banking processes, Financial acumen, Consumer banking products", "qualificationsPreferred" : "Experience with Python and machine learning frameworks, Kubernetes experience a plus", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you. We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions. Key Responsibilities: * Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service. * Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies. * Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth. ## Qualifications * FAIS aligned Degree in Business Commerce (NQF7 or higher) * FAIS Representative certification is mandatory, in line with regulatory requirements. Essential Experience: * Minimum of 7 years’ experience in financial services, with at least 5–7 years in a relationship management or private banking role. * Proven ability to analyse clients’ financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank. * Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment. * Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings. * Proficient understanding of banking processes, financial acumen, and consumer banking products. ## Additional Information Behavioural Competencies: * Articulating Information & Providing Insights * Interpreting Data & Examining Information * Developing Expertise * Convincing People & Establishing Rapport * Producing Output * Seizing Opportunities * Taking Action Technical Competencies: * Banking Process & Procedures * Commercial Acumen * Customer Understanding ( Consumer Banking) * Financial Acumen * Product Knowledge (Consumer Banking) * Risk Identification * Risk Reporting", "summaryDescription" : "Private Banking Relationship Manager at Standard Bank Group. Skills: Relationship management, Private banking, Client acquisition, Portfolio management. Develop and maintain relationships with high-net-worth clients. Provide tailored financial solutions", "postedDate" : "2026-06-15T16:37:15.000", "createdAt" : "2026-06-16T01:36:11.444", "lastUpdated" : "2026-06-16T13:33:44.327", "ingestTimestamp" : "2026-06-16T01:36:11.444", "mongoId" : "6a307442f292fd229c005f28", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Commercial Acumen", "Customer Understanding", "Financial Acumen", "Product Knowledge", "Risk Identification", "Risk Reporting", "Relationship management", "Private banking", "Client acquisition", "Portfolio management", "Financial analysis", "Banking strategies", "Industry trends analysis", "Competitive landscape assessment", "Performance reporting", "Client retention", "Credit applications", "Complex lending", "Investment products", "Offshore products", "Consumer Banking", "High-net-worth clients", "Financial services", "FAIS Representative certification" ], "skillCount" : 24, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Senior", "dataQualityScore" : 1.0, "_score" : 606.07367, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2a696374d8ee00a0637a33", "title" : "Associate, Wealth Management", "company" : "IEQ Capital", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 115000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "San Francisco", "locations" : [ "San Francisco" ], "timestamp" : "2026-06-14T21:42:25.895", "fingerprint" : "017be464fbedc4745a59bb880351d24fa245ad5d29fd4617f6f555042547ef2e", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ieqcapital/jobs/7768721003", "externalId" : "7768721003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Francisco", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "37.7879363,-122.4075201" } ], "locationText" : "San Francisco, California, United States", "minimumEducation" : "Bachelor's", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "Entry", "professionalSkills" : [ "Portfolio performance", "Database management" ], "hardSkillsList" : [ "Money movement", "Account creation" ], "softSkillsList" : [ "Critical thinking" ], "hardSkills" : [ { "name" : "Money movement", "level" : "intermediate" }, { "name" : "Account creation", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Critical thinking" } ], "majorSkills" : "Wealth management, Client relationship", "majorSkillsList" : [ "Wealth management", "Client relationship" ], "coreResponsibilities" : "Support Partners with operational functions, Manage money movement, Manage account creation, Manage ad hoc project management, Provide portfolio performance updates, Manage database, Communicate with clients regarding transactions, Participate in educational sessions, Ensure adherence to compliance standards, Uphold client privacy", "teamCollaboration" : "Work with team", "projectManagementSkills" : [ "Project management" ], "domainKnowledge" : "Financial markets", "domainList" : [ "financial-markets" ], "domainSpecificKnowledge" : [ "Financial markets" ], "toolProficiency" : [ "Salesforce" ], "communicationSkills" : "Verbal communication; Written communication", "continuousLearning" : "Expand knowledge", "problemSolvingSkills" : "Anticipate issues", "qualificationsBasic" : "Bachelor's degree", "qualificationsPreferred" : "1-2+ years relevant work experience, 1-2+ years internship experience, Salesforce experience", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role We are looking for a motivated professional to join our San Francisco-based team as an associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to: Support the Partners and their team by providing operational functions such as: Money movement (i. e. wire and journals) Account creation and maintenance Ad hoc project management Portfolio performance updates Database management Communicate with clients regarding transactions, such as asset transfers and account opening procedures Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters. “Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners. Qualifications 1-2+ years of relevant work or internship experience preferred Deep curiosity about the financial markets Exceptional organizational skills and attention to detail Ability to think critically and anticipate issues Exceptional verbal and written communications skills Good relationship-building skills both inside and outside of the organization Ability to work in a fast-paced, high-volume, high-pressure environment Experience with Salesforce is a plus “No task is too small” mentality Bachelor’s degree is required Career Path You should expect to hold the Associate position for 18-24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and “out-of-the-box” thinking, as well as a “roll-up-your sleeves” work mentality. A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be exposed to a variety of opportunities to further their knowledge. Compensation The salary range for this role, inclusive of base and bonus, is $95,000 - $115,000, depending on skills and experience. #LI-Hybrid", "summaryDescription" : "Associate, Wealth Management at IEQ Capital. Skills: Wealth management, Client relationship. Support Partners with operational functions. Manage money movement", "postedDate" : "2026-06-11T21:44:38.860", "createdAt" : "2026-06-11T21:44:38.860", "lastUpdated" : "2026-06-14T21:42:25.895", "ingestTimestamp" : "2026-06-11T21:44:38.860", "mongoId" : "6a2a696374d8ee00a0637a33", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 115000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Money movement", "Account creation", "Critical thinking", "Wealth management", "Client relationship", "Portfolio performance", "Database management", "Project management", "Financial markets", "Salesforce" ], "skillCount" : 10, "jobCategory" : "other", "jobSubcategory" : "back-bay", "dataQualityScore" : 0.8888889, "_score" : 605.9103, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a3068eef292fd229cfc60b9", "title" : "Private Banking Relationship Manager", "company" : "Standard Bank Group", "industry" : "Financial Services", "salary" : { "min" : 750000.0, "max" : 1200000.0, "currency" : "ZAR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Private Banking Relationship Manager in Cape Town, South Africa, adjusted for industry and company size." }, "location" : "Cape Town, Western Cape, ZA", "locations" : [ "Cape Town", "Western Cape", "ZA" ], "certifications" : [ "FAIS Representative certification" ], "timestamp" : "2026-06-16T07:47:57.796", "fingerprint" : "4d3c93eb88c6bf6a8a5bf45c585cd86249f19dc2aea3f5153483a8ada27a560a", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/StandardBankGroup/744000132246478-private-banking-relationship-manager", "externalId" : "744000132246478", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Cape Town", "state" : "Western Cape", "country" : "South Africa", "continent" : "af", "source" : "llm", "workMode" : "onsite", "geo" : "-33.9288301,18.4172197" } ], "locationText" : "Cape Town, Western Cape, South Africa", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "mid", "technicalSkills" : "Commercial Acumen, Customer Understanding, Financial Acumen, Product Knowledge, Risk Identification, Risk Reporting", "professionalSkills" : [ "Relationship management", "Private banking", "Financial analysis", "Banking strategies", "Industry trends analysis", "Competitive landscape assessment", "Performance reporting", "Client acquisition", "Client retention", "Portfolio management", "Credit applications", "Complex lending", "Investment products", "Offshore products" ], "hardSkillsList" : [ "Financial analysis", "Banking strategies", "Industry trends analysis", "Competitive landscape assessment", "Performance reporting", "Client acquisition", "Client retention", "Portfolio management", "Credit applications", "Complex lending", "Investment products", "Offshore products", "Banking processes", "Financial acumen", "Consumer banking products" ], "softSkillsList" : [ "Articulating Information", "Providing Insights", "Interpreting Data", "Examining Information", "Developing Expertise", "Convincing People", "Establishing Rapport", "Producing Output", "Seizing Opportunities", "Taking Action" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Banking strategies", "level" : "intermediate" }, { "name" : "Industry trends analysis", "level" : "intermediate" }, { "name" : "Competitive landscape assessment", "level" : "intermediate" }, { "name" : "Performance reporting", "level" : "intermediate" }, { "name" : "Client acquisition", "level" : "intermediate" }, { "name" : "Client retention", "level" : "intermediate" }, { "name" : "Portfolio management", "level" : "intermediate" }, { "name" : "Credit applications", "level" : "intermediate" }, { "name" : "Complex lending", "level" : "intermediate" }, { "name" : "Investment products", "level" : "intermediate" }, { "name" : "Offshore products", "level" : "intermediate" }, { "name" : "Banking processes", "level" : "intermediate" }, { "name" : "Financial acumen", "level" : "intermediate" }, { "name" : "Consumer banking products", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Articulating Information" }, { "name" : "Providing Insights" }, { "name" : "Interpreting Data" }, { "name" : "Examining Information" }, { "name" : "Developing Expertise" }, { "name" : "Convincing People" }, { "name" : "Establishing Rapport" }, { "name" : "Producing Output" }, { "name" : "Seizing Opportunities" }, { "name" : "Taking Action" } ], "majorSkills" : "Relationship management, Private banking, Client acquisition, Portfolio management", "majorSkillsList" : [ "Relationship management", "Private banking", "Client acquisition", "Portfolio management" ], "coreResponsibilities" : "Grow portfolio of high-net-worth clients, Manage portfolio of high-net-worth clients, Retain portfolio of high-net-worth clients, Deliver exceptional value, Provide personalised financial solutions, Develop relationships with high-net-worth clients, Maintain relationships with high-net-worth clients, Provide tailored financial solutions, Proactive engagement, Provide outstanding service, Conduct in-depth financial analyses, Create personalised banking strategies, Ensure full compliance with regulatory requirements, Ensure full compliance with internal policies, Analyse industry trends, Assess the competitive landscape, Provide performance reports, Support informed decision-making, Drive business growth", "domainKnowledge" : "Consumer Banking; High-net-worth clients; Financial services; Private banking; Credit applications; Lending; Investment products; Offshore products; Regulatory requirements", "domainList" : [ "consumer-banking", "high-net-worth-clients", "financial-services", "private-banking", "credit-applications", "lending", "investment-products", "offshore-products", "regulatory-requirements" ], "domainSpecificKnowledge" : [ "Consumer Banking", "High-net-worth clients", "Financial services", "Private banking", "Credit applications", "Lending", "Investment products", "Offshore products", "Regulatory requirements" ], "communicationSkills" : "Articulating Information; Providing Insights", "problemSolvingSkills" : "Financial analysis; Identify opportunities", "outcomesObjectives" : "Growing portfolio of high-net-worth clients; Managing portfolio of high-net-worth clients; Retaining portfolio of high-net-worth clients; Delivering exceptional value; Providing personalised financial solutions; Driving business growth", "qualificationsBasic" : "FAIS aligned Degree in Business Commerce (NQF7 or higher), FAIS Representative certification, Minimum of 7 years’ experience in financial services, 5–7 years in relationship management or private banking role, Proven ability to analyse clients’ financial needs, Identify opportunities, Deliver tailored financial solutions, Demonstrated success in client acquisition, Client retention, Portfolio management within high-net-worth segment, Experience in structuring credit applications, Facilitating complex lending, Investment product offerings, Offshore product offerings, Proficient understanding of banking processes, Financial acumen, Consumer banking products", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you. We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions. Key Responsibilities: * Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service. * Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies. * Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth. ## Qualifications * FAIS aligned Degree in Business Commerce (NQF7 or higher) * FAIS Representative certification is mandatory, in line with regulatory requirements. Essential Experience: * Minimum of 7 years’ experience in financial services, with at least 5–7 years in a relationship management or private banking role. * Proven ability to analyse clients’ financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank. * Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment. * Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings. * Proficient understanding of banking processes, financial acumen, and consumer banking products. ## Additional Information Behavioural Competencies: * Articulating Information & Providing Insights * Interpreting Data & Examining Information * Developing Expertise * Convincing People & Establishing Rapport * Producing Output * Seizing Opportunities * Taking Action Technical Competencies: * Banking Process & Procedures * Commercial Acumen * Customer Understanding ( Consumer Banking) * Financial Acumen * Product Knowledge (Consumer Banking) * Risk Identification * Risk Reporting", "summaryDescription" : "Private Banking Relationship Manager at Standard Bank Group. Skills: Relationship management, Private banking, Client acquisition, Portfolio management. Grow portfolio of high-net-worth clients. Manage portfolio of high-net-worth clients", "postedDate" : "2026-06-15T16:37:15.000", "createdAt" : "2026-06-16T00:19:23.929", "lastUpdated" : "2026-06-16T07:47:57.796", "ingestTimestamp" : "2026-06-16T00:19:23.929", "mongoId" : "6a3068eef292fd229cfc60b9", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Financial analysis", "Banking strategies", "Industry trends analysis", "Competitive landscape assessment", "Performance reporting", "Client acquisition", "Client retention", "Portfolio management", "Credit applications", "Complex lending", "Investment products", "Offshore products", "Banking processes", "Financial acumen", "Consumer banking products", "Articulating Information", "Providing Insights", "Interpreting Data", "Examining Information", "Developing Expertise", "Convincing People", "Establishing Rapport", "Producing Output", "Seizing Opportunities", "Taking Action", "Relationship management", "Private banking", "Consumer Banking", "High-net-worth clients", "Financial services", "Lending", "Regulatory requirements", "FAIS Representative certification" ], "skillCount" : 33, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Senior", "dataQualityScore" : 1.0, "_score" : 605.536, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2a696474d8ee00a0637a59", "title" : "Director, Wealth Management", "company" : "IEQ Capital", "industry" : "Financial Services", "salary" : { "min" : 170000.0, "max" : 225000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "San Francisco", "locations" : [ "San Francisco" ], "certifications" : [ "CFA", "CFP", "CAIA" ], "timestamp" : "2026-06-14T14:18:52.015", "fingerprint" : "9e6667c427414c07dc7a555b78285fed47a198628f5516a045361fa2d819ed6a", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ieqcapital/jobs/7767639003", "externalId" : "7767639003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Francisco", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "37.7879363,-122.4075201" } ], "locationText" : "San Francisco, California, United States", "minimumEducation" : "Bachelor's", "experienceMinYears" : 6, "experienceMaxYears" : 9, "experienceLevel" : "Director", "technicalSkills" : "Salesforce", "professionalSkills" : [ "Portfolio analysis", "Trade execution", "Account maintenance", "Investment advice", "Financial strategies" ], "hardSkillsList" : [ "Performance reporting", "Asset allocation" ], "softSkillsList" : [ "Critical thinking", "Relationship building" ], "hardSkills" : [ { "name" : "Performance reporting", "level" : "intermediate" }, { "name" : "Asset allocation", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Critical thinking" }, { "name" : "Relationship building" } ], "majorSkills" : "Wealth management, Client relationships, Investment advisory", "majorSkillsList" : [ "Wealth management", "Client relationships", "Investment advisory" ], "coreResponsibilities" : "Support Managing Directors and Partners, Provide service and support functions, Analyze portfolios, Execute trades, Maintain accounts, Prepare client/prospect meetings, Review alternative investments, Communicate investment strategies, Construct performance reports, Construct asset allocation reports, Recommend portfolio changes, Provide exceptional service, Devise customized financial strategies, Provide investment advice to clients, Interact with clients, Support client servicing, Research client inquiries, Manage follow up communication, Conduct quarterly performance reviews", "teamCollaboration" : "Work closely with team", "domainKnowledge" : "Alternative investments; Real estate; Credit", "domainList" : [ "alternative-investments", "real-estate", "credit" ], "domainSpecificKnowledge" : [ "Alternative investments", "Real estate", "Credit" ], "toolProficiency" : [ "Salesforce", "Fidelity Investments" ], "communicationSkills" : "Written communication; Verbal communication", "problemSolvingSkills" : "Anticipate issues", "qualificationsBasic" : "6-9+ years wealth management experience, Bachelor's degree required", "qualificationsPreferred" : "Salesforce experience is a plus, CFA designation is a plus, CFP designation is a plus, CAIA designation is a plus, Experience with Fidelity Investments is a plus", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role We are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to: Support to Managing Directors and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients Construct performance and asset allocation reports along with the recommended portfolio changes Provide exceptional service and devise customized financial strategies for existing/prospective clients Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)   Interact with clients, supporting all aspects of their servicing needs; Researching client inquiries, managing follow up communication and conducting quarterly performance reviews Qualifications 6-9+ years of wealth management experience Exceptional organizational skills, attention to detail Exceptional written and verbal communications skills Ability to think critically, anticipate issues and prioritize multiple projects Familiarity with operational aspects of business (new account openings, disbursements, etc.) Exceptional relationship buildings skills both inside and outside of the organization Ability to work in a fast paced, high-volume, high-pressure environment Experience with Salesforce is a plus CFA, CFP CAIA designation is a plus Experience with Fidelity Investments is a plus “No task is too small” mentality Bachelor’s degree is required Compensation The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience. #LI-Hybrid", "summaryDescription" : "Director, Wealth Management at IEQ Capital. Skills: Wealth management, Client relationships, Investment advisory. Support Managing Directors and Partners. Provide service and support functions", "postedDate" : "2026-06-11T22:04:13.096", "createdAt" : "2026-06-11T22:04:13.096", "lastUpdated" : "2026-06-14T14:18:52.015", "ingestTimestamp" : "2026-06-11T22:04:13.096", "mongoId" : "6a2a696474d8ee00a0637a59", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 170000, "salaryAnnualMax" : 225000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ "Performance reporting", "Asset allocation", "Critical thinking", "Relationship building", "Wealth management", "Client relationships", "Investment advisory", "Portfolio analysis", "Trade execution", "Account maintenance", "Investment advice", "Financial strategies", "Alternative investments", "Real estate", "Credit", "CFA", "CFP", "CAIA", "Salesforce", "Fidelity Investments" ], "skillCount" : 20, "jobCategory" : "other", "jobSubcategory" : "quest", "dataQualityScore" : 0.8888889, "_score" : 605.05273, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a2a696474d8ee00a0637a4f", "title" : "Director, Wealth Management", "company" : "IEQ Capital", "industry" : "Financial Services", "salary" : { "min" : 170000.0, "max" : 225000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Foster City, California, United States", "locations" : [ "Foster City", "California", "United States" ], "certifications" : [ "CFA", "CFP", "CAIA" ], "timestamp" : "2026-06-13T23:17:13.858", "fingerprint" : "cfcf16290e351ac5b0d9c28ea2879477b0ddb09d01ddf5e26928d4218f003c82", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ieqcapital/jobs/7768597003", "externalId" : "7768597003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Foster City", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "37.5600336,-122.2688522" } ], "locationText" : "Foster City, California, United States", "minimumEducation" : "Bachelor's", "experienceMinYears" : 6, "experienceMaxYears" : 9, "experienceLevel" : "Director", "technicalSkills" : "Salesforce", "professionalSkills" : [ "Portfolio analysis", "Trade execution", "Account maintenance", "Investment advisory", "Financial strategies", "Portfolio management" ], "hardSkillsList" : [ "Performance reporting", "Asset allocation" ], "softSkillsList" : [ "Critical thinking" ], "hardSkills" : [ { "name" : "Performance reporting", "level" : "intermediate" }, { "name" : "Asset allocation", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Critical thinking" } ], "majorSkills" : "Wealth management, Client relationships, Investment advice", "majorSkillsList" : [ "Wealth management", "Client relationships", "Investment advice" ], "coreResponsibilities" : "Support Managing Directors and Partners, Provide service and support functions, Analyze portfolios, Execute trades, Maintain accounts, Prepare client/prospect meetings, Review alternative investments, Communicate investment strategies, Construct performance reports, Construct asset allocation reports, Recommend portfolio changes, Provide exceptional client service, Devise customized financial strategies, Provide investment advice to clients, Interact with clients, Support client servicing aspects, Research client inquiries, Manage follow-up communication, Conduct quarterly performance reviews", "teamCollaboration" : "Work closely with team", "domainKnowledge" : "Alternative investments; Real estate; Credit; Wealth management", "domainList" : [ "alternative-investments", "real-estate", "credit", "wealth-management" ], "domainSpecificKnowledge" : [ "Alternative investments", "Real estate", "Credit", "Wealth management" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Fidelity Investments" ], "communicationSkills" : "Written communication; Verbal communication", "problemSolvingSkills" : "Anticipate issues", "qualificationsBasic" : "6-9+ years wealth management experience, Bachelor's degree required", "qualificationsPreferred" : "CFA designation is a plus, CFP designation is a plus, CAIA designation is a plus, Experience with Salesforce is a plus, Experience with Fidelity Investments is a plus", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role We are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to: Support to Managing Directors and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients Construct performance and asset allocation reports along with the recommended portfolio changes Provide exceptional service and devise customized financial strategies for existing/prospective clients Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)   Interact with clients, supporting all aspects of their servicing needs; Researching client inquiries, managing follow up communication and conducting quarterly performance reviews Qualifications 6-9+ years of wealth management experience Exceptional organizational skills, attention to detail Exceptional written and verbal communications skills Ability to think critically, anticipate issues and prioritize multiple projects Familiarity with operational aspects of business (new account openings, disbursements, etc.) Exceptional relationship buildings skills both inside and outside of the organization Ability to work in a fast paced, high-volume, high-pressure environment Experience with Salesforce is a plus CFA, CFP CAIA designation is a plus Experience with Fidelity Investments is a plus “No task is too small” mentality Bachelor’s degree is required Compensation The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience. #LI-Hybrid", "summaryDescription" : "Director, Wealth Management at IEQ Capital. Skills: Wealth management, Client relationships, Investment advice. Support Managing Directors and Partners. Provide service and support functions", "postedDate" : "2026-06-11T21:35:42.007", "createdAt" : "2026-06-11T21:35:42.007", "lastUpdated" : "2026-06-13T23:17:13.858", "ingestTimestamp" : "2026-06-11T21:35:42.007", "mongoId" : "6a2a696474d8ee00a0637a4f", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 170000, "salaryAnnualMax" : 225000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ "Performance reporting", "Asset allocation", "Critical thinking", "Wealth management", "Client relationships", "Investment advice", "Portfolio analysis", "Trade execution", "Account maintenance", "Investment advisory", "Financial strategies", "Portfolio management", "Alternative investments", "Real estate", "Credit", "CFA", "CFP", "CAIA", "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Fidelity Investments" ], "skillCount" : 22, "jobCategory" : "other", "jobSubcategory" : "voyage", "dataQualityScore" : 0.8888889, "_score" : 603.31024, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a2a696474d8ee00a0637a41", "title" : "Director, Wealth Management", "company" : "IEQ Capital", "industry" : "Financial Services", "salary" : { "min" : 170000.0, "max" : 225000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "San Francisco", "locations" : [ "San Francisco" ], "certifications" : [ "CFA", "CFP", "CAIA" ], "timestamp" : "2026-06-14T22:15:20.888", "fingerprint" : "5c73f6fc42f2cf6822e8cb223c00bc41ff493627e2731e6d08669320063d7058", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ieqcapital/jobs/7768593003", "externalId" : "7768593003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Francisco", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "37.7879363,-122.4075201" } ], "locationText" : "San Francisco, California, United States", "minimumEducation" : "Bachelor's", "experienceMinYears" : 6, "experienceMaxYears" : 9, "experienceLevel" : "Director", "professionalSkills" : [ "Portfolio analysis", "Trade execution", "Account maintenance", "Investment advice", "Financial strategies" ], "hardSkillsList" : [ "Performance reporting", "Asset allocation" ], "softSkillsList" : [ "Critical thinking", "Relationship building" ], "hardSkills" : [ { "name" : "Performance reporting", "level" : "intermediate" }, { "name" : "Asset allocation", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Critical thinking" }, { "name" : "Relationship building" } ], "majorSkills" : "Wealth management, Client relationships, Investment advisory", "majorSkillsList" : [ "Wealth management", "Client relationships", "Investment advisory" ], "coreResponsibilities" : "Support Managing Directors and Partners, Provide service and support functions, Analyze portfolios, Execute trades, Maintain accounts, Prepare client/prospect meetings, Review alternative investments, Communicate investment strategies, Construct performance reports, Construct asset allocation reports, Recommend portfolio changes, Provide exceptional service, Devise customized financial strategies, Provide investment advice to clients, Interact with clients, Support client servicing, Research client inquiries, Manage follow up communication, Conduct quarterly performance reviews", "teamCollaboration" : "Client relationship management", "domainKnowledge" : "Alternative investments; Real estate; Credit", "domainList" : [ "alternative-investments", "real-estate", "credit" ], "domainSpecificKnowledge" : [ "Alternative investments", "Real estate", "Credit" ], "toolProficiency" : [ "Salesforce", "Fidelity Investments" ], "communicationSkills" : "Written communication; Verbal communication", "qualificationsBasic" : "6-9+ years wealth management experience, Bachelor's degree required", "qualificationsPreferred" : "Salesforce experience a plus, CFA designation a plus, CFP designation a plus, CAIA designation a plus, Fidelity Investments experience a plus", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role We are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to: Support to Managing Directors and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients Construct performance and asset allocation reports along with the recommended portfolio changes Provide exceptional service and devise customized financial strategies for existing/prospective clients Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)   Interact with clients, supporting all aspects of their servicing needs; Researching client inquiries, managing follow up communication and conducting quarterly performance reviews Qualifications 6-9+ years of wealth management experience Exceptional organizational skills, attention to detail Exceptional written and verbal communications skills Ability to think critically, anticipate issues and prioritize multiple projects Familiarity with operational aspects of business (new account openings, disbursements, etc.) Exceptional relationship buildings skills both inside and outside of the organization Ability to work in a fast paced, high-volume, high-pressure environment Experience with Salesforce is a plus CFA, CFP CAIA designation is a plus Experience with Fidelity Investments is a plus “No task is too small” mentality Bachelor’s degree is required Compensation The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience. #LI-Hybrid", "summaryDescription" : "Director, Wealth Management at IEQ Capital. Skills: Wealth management, Client relationships, Investment advisory. Support Managing Directors and Partners. Provide service and support functions", "postedDate" : "2026-06-11T20:53:07.961", "createdAt" : "2026-06-11T20:53:07.961", "lastUpdated" : "2026-06-14T22:15:20.888", "ingestTimestamp" : "2026-06-11T20:53:07.961", "mongoId" : "6a2a696474d8ee00a0637a41", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 170000, "salaryAnnualMax" : 225000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ "Performance reporting", "Asset allocation", "Critical thinking", "Relationship building", "Wealth management", "Client relationships", "Investment advisory", "Portfolio analysis", "Trade execution", "Account maintenance", "Investment advice", "Financial strategies", "Alternative investments", "Real estate", "Credit", "CFA", "CFP", "CAIA", "Salesforce", "Fidelity Investments" ], "skillCount" : 20, "jobCategory" : "other", "jobSubcategory" : "voyage", "dataQualityScore" : 0.8888889, "_score" : 600.7131, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a307f1ff292fd229c0556cc", "title" : "Platforms Technical Program Management Lead, XR", "industry" : "Technology", "salary" : { "min" : 215000.0, "max" : 315000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Lead Platforms Technical Program Management Lead, XR in San Jose, United States, adjusted for industry and seniority." }, "location" : "[San Jose, CA, USA, [San Jose, CA, USA], San Jose, null, CA, US]", "locations" : [ "[San Jose, CA, USA, [San Jose, CA, USA], San Jose, null, CA, US]" ], "timestamp" : "2026-06-16T12:38:57.194", "fingerprint" : "712662d97750b1f3194efe4a86672157f43581c527f8deb32b10ad81347d88c8", "source" : "google", "language" : "en", "externalId" : "114772615809114822", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Jose", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "37.3361663,-121.8905910" } ], "locationText" : "San Jose, California, United States", "experienceMinYears" : 8, "experienceMaxYears" : 15, "experienceLevel" : "Lead", "remoteFriendly" : true, "summaryDescription" : "Platforms Technical Program Management Lead, XR", "postedDate" : "2026-06-16T01:50:03.231", "createdAt" : "2026-06-16T01:50:03.231", "lastUpdated" : "2026-06-16T12:38:57.194", "ingestTimestamp" : "2026-06-16T01:50:03.231", "mongoId" : "6a307f1ff292fd229c0556cc", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 215000, "salaryAnnualMax" : 315000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Lead", "dataQualityScore" : 0.5555556, "_score" : 598.1046, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c6c9f74d8ee00a091a2ce", "title" : "Private Client Service Associate", "company" : "Connor, Clark & Lunn Private Capital Ltd. ", "industry" : "Banking", "salary" : { "min" : 60000.0, "max" : 85000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Vancouver, British Columbia, Canada", "locations" : [ "Vancouver", "British Columbia", "Canada" ], "certifications" : [ "CIM", "CFA" ], "timestamp" : "2026-06-15T03:46:58.881", "fingerprint" : "0b587d450834096956beb9a81b8be2ea11843ff7fcb81d44b1180966bc71ebfa", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pcm/jobs/4230907009", "externalId" : "4230907009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Vancouver", "state" : "British Columbia", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "49.2608724,-123.1139520" } ], "locationText" : "Vancouver, British Columbia, Canada", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "professionalSkills" : [ "Wealth management", "Client relationship", "Market knowledge", "Product knowledge", "Financial data handling" ], "hardSkillsList" : [ "Analytical skills", "Problem-solving" ], "hardSkills" : [ { "name" : "Analytical skills", "level" : "intermediate" }, { "name" : "Problem-solving", "level" : "intermediate" } ], "majorSkills" : "Client service, Wealth management, Investment support", "majorSkillsList" : [ "Client service", "Wealth management", "Investment support" ], "coreResponsibilities" : "Support Investment Professionals, Manage client requests, Liaise with internal teams, Maintain expert knowledge, Assist with complex inquiries, Manage client meeting schedule, Prepare client meeting materials, Quarterback client onboarding, Oversee client requests, Execute transactional requests, Coordinate cash settlements, Provide administrative support, Engage in ongoing learning", "teamCollaboration" : "Client focused team; Partnership with team members", "domainKnowledge" : "Financial industry regulatory requirements", "domainList" : [ "financial-industry-regulatory-requirements" ], "domainSpecificKnowledge" : [ "Financial industry regulatory requirements" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon" ], "communicationSkills" : "English communication", "continuousLearning" : "Ongoing learning and development", "problemSolvingSkills" : "Logical approach; Methodical approach; Handling complex financial data", "qualificationsBasic" : "5 years of experience, Undergraduate degree, Financial services designation", "qualificationsPreferred" : "CIM candidate, CFA candidate, Administrative background, In-depth knowledge of regulatory requirements", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our client. We are looking a Private Client Service Associate for an existing vacancy in our our Vancouver office. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior client-relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week. What You Will Do Support Investment Professional(s) in providing first-class wealth management services to our clients Effectively manage client requests and timely resolutions liaising with internal teams when required Maintain expert knowledge on firm’s offerings and investment practice assisting with complex inquiries Manage the schedule of client meetings and prepare client meeting materials Quarterback the client onboarding process and establish a foundation for a positive client experience Oversee client requests for non-financial changes, managing the process from start to finish Execute transactional requests and coordinate cash settlements as needed Provide administrative support and back up as required Actively engage in ongoing learning and development to continuously improve skills and knowledge What You Bring An undergraduate degree or a related financial services designation is an asset Minimum 5 years of related or transferable work experience CIM or CFA candidate is an asset Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry Research-oriented with a focus on thorough analysis Logical and methodical approach to problem-solving Strong analytical skills and ability to handle complex financial data Proven accountability, initiative and success working on a large book of business The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills Experience working independently, as well as in partnership with other team members Excellent communication skills in English The salary range for this position is $60,000-$85,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process. #LI-HYBRID #LI-KC1 For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Private Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. . Skills: Client service, Wealth management, Investment support. Support Investment Professionals. Manage client requests", "postedDate" : "2026-06-13T22:11:08.419", "createdAt" : "2026-06-13T22:11:08.419", "lastUpdated" : "2026-06-15T03:46:58.881", "ingestTimestamp" : "2026-06-13T22:11:08.419", "mongoId" : "6a2c6c9f74d8ee00a091a2ce", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ "Analytical skills", "Problem-solving", "Client service", "Wealth management", "Investment support", "Client relationship", "Market knowledge", "Product knowledge", "Financial data handling", "Financial industry regulatory requirements", "CIM", "CFA", "Bloomberg Terminal", "Reuters Eikon" ], "skillCount" : 14, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 596.73425, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2a696474d8ee00a0637a57", "title" : "Director, Wealth Management", "company" : "IEQ Capital", "industry" : "Wealth Management", "salary" : { "min" : 170000.0, "max" : 225000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Los Angeles, California, United States", "locations" : [ "Los Angeles", "California", "United States" ], "certifications" : [ "CFA", "CFP", "CAIA" ], "timestamp" : "2026-06-14T21:17:51.447", "fingerprint" : "5df87da7ce390bc54c805515f993673a9b9a0420fb75895173529f5e0a31613c", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ieqcapital/jobs/7768599003", "externalId" : "7768599003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Los Angeles", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "34.0536909,-118.2427660" } ], "locationText" : "Los Angeles, California, United States", "minimumEducation" : "Bachelor's", "experienceMinYears" : 6, "experienceMaxYears" : 9, "experienceLevel" : "Director", "professionalSkills" : [ "Portfolio analysis", "Trade execution", "Account maintenance", "Investment advice" ], "hardSkillsList" : [ "Financial strategy", "Performance reporting", "Asset allocation" ], "softSkillsList" : [ "Critical thinking" ], "hardSkills" : [ { "name" : "Financial strategy", "level" : "intermediate" }, { "name" : "Performance reporting", "level" : "intermediate" }, { "name" : "Asset allocation", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Critical thinking" } ], "majorSkills" : "Wealth management, Client relationships, Investment advisory", "majorSkillsList" : [ "Wealth management", "Client relationships", "Investment advisory" ], "coreResponsibilities" : "Support Managing Directors and Partners, Provide service and support functions, Analyze portfolios, Execute trades, Maintain accounts, Prepare client/prospect meetings, Review alternative investments, Communicate investment strategies, Construct performance reports, Construct asset allocation reports, Recommend portfolio changes, Provide exceptional service, Devise customized financial strategies, Provide investment advice to clients, Interact with clients, Support client servicing, Research client inquiries, Manage follow up communication, Conduct quarterly performance reviews", "teamCollaboration" : "Client relationship management", "domainKnowledge" : "Alternative investments; Real estate; Credit; Fiduciary standard", "domainList" : [ "alternative-investments", "real-estate", "credit", "fiduciary-standard" ], "domainSpecificKnowledge" : [ "Alternative investments", "Real estate", "Credit", "Fiduciary standard" ], "toolProficiency" : [ "Salesforce", "Fidelity Investments" ], "communicationSkills" : "Written communication; Verbal communication", "problemSolvingSkills" : "Anticipate issues", "qualificationsBasic" : "6-9+ years wealth management experience, Bachelor's degree required", "qualificationsPreferred" : "CFA designation is a plus, CFP designation is a plus, CAIA designation is a plus, Experience with Salesforce is a plus, Experience with Fidelity Investments is a plus", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role We are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to: Support to Managing Directors and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients Construct performance and asset allocation reports along with the recommended portfolio changes Provide exceptional service and devise customized financial strategies for existing/prospective clients Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)   Interact with clients, supporting all aspects of their servicing needs; Researching client inquiries, managing follow up communication and conducting quarterly performance reviews Qualifications 6-9+ years of wealth management experience Exceptional organizational skills, attention to detail Exceptional written and verbal communications skills Ability to think critically, anticipate issues and prioritize multiple projects Familiarity with operational aspects of business (new account openings, disbursements, etc.) Exceptional relationship buildings skills both inside and outside of the organization Ability to work in a fast paced, high-volume, high-pressure environment Experience with Salesforce is a plus CFA, CFP CAIA designation is a plus Experience with Fidelity Investments is a plus “No task is too small” mentality Bachelor’s degree is required Compensation The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience. #LI-Hybrid", "summaryDescription" : "Director, Wealth Management at IEQ Capital. Skills: Wealth management, Client relationships, Investment advisory. Support Managing Directors and Partners. Provide service and support functions", "postedDate" : "2026-06-11T18:46:04.268", "createdAt" : "2026-06-11T18:46:04.268", "lastUpdated" : "2026-06-14T21:17:51.447", "ingestTimestamp" : "2026-06-11T18:46:04.268", "mongoId" : "6a2a696474d8ee00a0637a57", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 170000, "salaryAnnualMax" : 225000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ "Financial strategy", "Performance reporting", "Asset allocation", "Critical thinking", "Wealth management", "Client relationships", "Investment advisory", "Portfolio analysis", "Trade execution", "Account maintenance", "Investment advice", "Alternative investments", "Real estate", "Credit", "Fiduciary standard", "CFA", "CFP", "CAIA", "Salesforce", "Fidelity Investments" ], "skillCount" : 20, "jobCategory" : "other", "jobSubcategory" : "voyage", "dataQualityScore" : 0.8888889, "_score" : 592.9887, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Wealth Management" }, { "id" : "6a2a696474d8ee00a0637a3a", "title" : "Associate, Wealth Management", "company" : "IEQ Capital", "industry" : "Financial Services", "salary" : { "min" : 70000.0, "max" : 97500.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "San Francisco", "locations" : [ "San Francisco" ], "timestamp" : "2026-06-14T21:54:33.494", "fingerprint" : "40a9c52dae391f68f09d420d4f624028648af4698f86dd1155567857660fb30a", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ieqcapital/jobs/7720112003", "externalId" : "7720112003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Foster City", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "37.5600336,-122.2688522" } ], "locationText" : "Foster City, California, United States", "minimumEducation" : "Bachelor's", "professionalSkills" : [ "Portfolio management", "Client relationship management" ], "hardSkillsList" : [ "Database management", "Performance updates" ], "softSkillsList" : [ "Critical thinking", "Organizational skills", "Relationship-building" ], "hardSkills" : [ { "name" : "Database management", "level" : "intermediate" }, { "name" : "Performance updates", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Critical thinking" }, { "name" : "Organizational skills" }, { "name" : "Relationship-building" } ], "majorSkills" : "Wealth management, Client service", "majorSkillsList" : [ "Wealth management", "Client service" ], "coreResponsibilities" : "Support Partners with operational functions, Manage money movement, Manage account creation, Manage account maintenance, Manage ad hoc projects, Provide portfolio performance updates, Manage database, Communicate with clients regarding transactions, Participate in educational sessions", "teamCollaboration" : "Work with team", "projectManagementSkills" : [ "Project management" ], "domainKnowledge" : "Financial markets", "domainList" : [ "financial-markets" ], "domainSpecificKnowledge" : [ "Financial markets" ], "toolProficiency" : [ "Salesforce" ], "communicationSkills" : "Verbal communication; Written communication", "problemSolvingSkills" : "Anticipate issues", "qualificationsBasic" : "Bachelor's degree", "qualificationsPreferred" : "1-2+ years relevant experience, Salesforce experience", "workSiteFlexibility" : "Onsite", "rawDescription" : "Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role IEQ Capital is looking for a motivated professional to join our Foster City-based team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to: Support the Partners and their team by providing operational functions such as: Money movement (i. e. wire and journals) Account creation and maintenance Ad hoc project management Portfolio performance updates Database management Communicate with clients regarding transactions, such as asset transfers and account opening procedures Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business “Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners. Qualifications 1-2+ years of relevant work or internship experience preferred Deep curiosity about the financial markets Exceptional organizational skills and attention to detail Ability to think critically and anticipate issues Exceptional verbal and written communications skills Good relationship-building skills both inside and outside of the organization Ability to work in a fast-paced, high-volume, high-pressure environment Experience with Salesforce is a plus “No task is too small” mentality Bachelor’s degree is required Compensation The total compensation range for this role, inclusive of base salary and bonus, is $70,000 - $97,500, depending on skills and experience.", "summaryDescription" : "Associate, Wealth Management at IEQ Capital. Skills: Wealth management, Client service. Support Partners with operational functions. Manage money movement", "postedDate" : "2026-06-11T22:04:21.353", "createdAt" : "2026-06-11T22:04:21.353", "lastUpdated" : "2026-06-14T21:54:33.494", "ingestTimestamp" : "2026-06-11T22:04:21.353", "mongoId" : "6a2a696474d8ee00a0637a3a", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 70000, "salaryAnnualMax" : 97500, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Database management", "Performance updates", "Critical thinking", "Organizational skills", "Relationship-building", "Wealth management", "Client service", "Portfolio management", "Client relationship management", "Project management", "Financial markets", "Salesforce" ], "skillCount" : 12, "jobCategory" : "other", "jobSubcategory" : "quest", "dataQualityScore" : 0.7777778, "_score" : 592.7166, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a2a696374d8ee00a0637a28", "title" : "Associate, Wealth Management", "company" : "IEQ Capital", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 115000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "San Francisco", "locations" : [ "San Francisco" ], "timestamp" : "2026-06-14T21:36:16.904", "fingerprint" : "77ebb5d17670021875345005509df6bb5144b472e7b85265b896667134f94d4f", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ieqcapital/jobs/7768501003", "externalId" : "7768501003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Francisco", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "37.7879363,-122.4075201" } ], "locationText" : "San Francisco, California, United States", "minimumEducation" : "Bachelor's", "technicalSkills" : "Salesforce", "professionalSkills" : [ "Portfolio performance", "Database management", "Client relationship" ], "hardSkillsList" : [ "Money movement", "Account creation", "Performance updates", "Client communication" ], "softSkillsList" : [ "Curiosity", "Organizational skills", "Attention to detail", "Critical thinking", "Relationship-building" ], "hardSkills" : [ { "name" : "Money movement", "level" : "intermediate" }, { "name" : "Account creation", "level" : "intermediate" }, { "name" : "Performance updates", "level" : "intermediate" }, { "name" : "Client communication", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Curiosity" }, { "name" : "Organizational skills" }, { "name" : "Attention to detail" }, { "name" : "Critical thinking" }, { "name" : "Relationship-building" } ], "majorSkills" : "Wealth management, Client service, Operational functions", "majorSkillsList" : [ "Wealth management", "Client service", "Operational functions" ], "coreResponsibilities" : "Support Partners with operational functions, Perform money movement, Handle account creation, Manage ad hoc projects, Provide portfolio performance updates, Manage database, Communicate with clients regarding transactions, Participate in educational sessions, Ensure adherence to compliance standards, Uphold client privacy", "teamCollaboration" : "Work with team; Collaborate with clients", "projectManagementSkills" : [ "Ad hoc project management" ], "domainKnowledge" : "Financial markets; Wealth management", "domainList" : [ "financial-markets", "wealth-management" ], "domainSpecificKnowledge" : [ "Financial markets", "Wealth management" ], "toolProficiency" : [ "Salesforce" ], "communicationSkills" : "Verbal communication; Written communication", "continuousLearning" : "Expand knowledge of markets", "problemSolvingSkills" : "Anticipate issues", "outcomesObjectives" : "Meet investment objectives", "qualificationsBasic" : "1-2+ years relevant experience, Bachelor's degree", "qualificationsPreferred" : "Salesforce experience", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role We are looking for a motivated professional to join our team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to: Support the Partners and their team by providing operational functions such as: Money movement (i. e. wire and journals) Account creation and maintenance Ad hoc project management Portfolio performance updates Database management Communicate with clients regarding transactions, such as asset transfers and account opening procedures Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters. “Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners. Qualifications 1-2+ years of relevant work or internship experience preferred Deep curiosity about the financial markets Exceptional organizational skills and attention to detail Ability to think critically and anticipate issues Exceptional verbal and written communications skills Good relationship-building skills both inside and outside of the organization Ability to work in a fast-paced, high-volume, high-pressure environment Experience with Salesforce is a plus “No task is too small” mentality Bachelor’s degree is required Career Path You should expect to hold the Associate position for 18-24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and “out-of-the-box” thinking, as well as a “roll-up-your sleeves” work mentality. A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be exposed to a variety of opportunities to further their knowledge. Compensation The salary range for this role, inclusive of base and bonus, is $95,000 - $115,000, depending on skills and experience. #LI-Hybrid", "summaryDescription" : "Associate, Wealth Management at IEQ Capital. Skills: Wealth management, Client service, Operational functions. Support Partners with operational functions. Perform money movement", "postedDate" : "2026-06-11T20:56:57.452", "createdAt" : "2026-06-11T20:56:57.452", "lastUpdated" : "2026-06-14T21:36:16.904", "ingestTimestamp" : "2026-06-11T20:56:57.452", "mongoId" : "6a2a696374d8ee00a0637a28", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 115000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Money movement", "Account creation", "Performance updates", "Client communication", "Curiosity", "Organizational skills", "Attention to detail", "Critical thinking", "Relationship-building", "Wealth management", "Client service", "Operational functions", "Portfolio performance", "Database management", "Client relationship", "Ad hoc project management", "Financial markets", "Salesforce" ], "skillCount" : 18, "jobCategory" : "other", "jobSubcategory" : "voyage", "dataQualityScore" : 0.7777778, "_score" : 587.5688, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a2a696374d8ee00a0637a36", "title" : "Associate, Wealth Management", "company" : "IEQ Capital", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 115000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Foster City, California, United States", "locations" : [ "Foster City", "California", "United States" ], "timestamp" : "2026-06-14T02:59:39.660", "fingerprint" : "c68351cf03eb55c5d79a1d6cfb943dca3c75deeb6e6ceb6bc200ff1e443fc269", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ieqcapital/jobs/7768600003", "externalId" : "7768600003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Foster City", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "37.5600336,-122.2688522" } ], "locationText" : "Foster City, California, United States", "minimumEducation" : "Bachelor's", "technicalSkills" : "Salesforce", "professionalSkills" : [ "Operational functions", "Portfolio performance", "Database management", "Client communication", "Compliance standards" ], "hardSkillsList" : [ "Money movement", "Account maintenance", "Transaction processing" ], "softSkillsList" : [ "Critical thinking", "Relationship-building" ], "hardSkills" : [ { "name" : "Money movement", "level" : "intermediate" }, { "name" : "Account maintenance", "level" : "intermediate" }, { "name" : "Transaction processing", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Critical thinking" }, { "name" : "Relationship-building" } ], "majorSkills" : "Wealth management, Client relations", "majorSkillsList" : [ "Wealth management", "Client relations" ], "coreResponsibilities" : "Support Partners with operational functions, Perform money movement, Manage account creation, Handle account maintenance, Manage ad hoc projects, Provide portfolio performance updates, Manage database, Communicate with clients regarding transactions, Participate in educational sessions, Ensure adherence to compliance standards, Uphold client privacy", "teamCollaboration" : "Work with team; Client relationship management", "projectManagementSkills" : [ "Ad hoc project management" ], "domainKnowledge" : "Financial markets; Investment management", "domainList" : [ "financial-markets", "investment-management" ], "domainSpecificKnowledge" : [ "Financial markets", "Investment management" ], "toolProficiency" : [ "Salesforce" ], "communicationSkills" : "Verbal communication; Written communication", "continuousLearning" : "Expand knowledge of markets", "problemSolvingSkills" : "Anticipate issues", "qualificationsBasic" : "1-2+ years relevant experience, Bachelor's degree", "qualificationsPreferred" : "Salesforce experience", "workSiteFlexibility" : "Hybrid", "rawDescription" : "Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role We are looking for a motivated professional to join our team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to: Support the Partners and their team by providing operational functions such as: Money movement (i. e. wire and journals) Account creation and maintenance Ad hoc project management Portfolio performance updates Database management Communicate with clients regarding transactions, such as asset transfers and account opening procedures Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters. “Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners. Qualifications 1-2+ years of relevant work or internship experience preferred Deep curiosity about the financial markets Exceptional organizational skills and attention to detail Ability to think critically and anticipate issues Exceptional verbal and written communications skills Good relationship-building skills both inside and outside of the organization Ability to work in a fast-paced, high-volume, high-pressure environment Experience with Salesforce is a plus “No task is too small” mentality Bachelor’s degree is required Career Path You should expect to hold the Associate position for 18-24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and “out-of-the-box” thinking, as well as a “roll-up-your sleeves” work mentality. A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be exposed to a variety of opportunities to further their knowledge. Compensation The salary range for this role, inclusive of base and bonus, is $95,000 - $115,000, depending on skills and experience. #LI-Hybrid", "summaryDescription" : "Associate, Wealth Management at IEQ Capital. Skills: Wealth management, Client relations. Support Partners with operational functions. Perform money movement", "postedDate" : "2026-06-11T19:57:31.908", "createdAt" : "2026-06-11T19:57:31.908", "lastUpdated" : "2026-06-14T02:59:39.660", "ingestTimestamp" : "2026-06-11T19:57:31.908", "mongoId" : "6a2a696374d8ee00a0637a36", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 115000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Money movement", "Account maintenance", "Transaction processing", "Critical thinking", "Relationship-building", "Wealth management", "Client relations", "Operational functions", "Portfolio performance", "Database management", "Client communication", "Compliance standards", "Ad hoc project management", "Financial markets", "Investment management", "Salesforce" ], "skillCount" : 16, "jobCategory" : "other", "jobSubcategory" : "voyage", "dataQualityScore" : 0.7777778, "_score" : 584.957, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a2ca3ba74d8ee00a09ad6f0", "title" : "Sr. SAP S/4HANA Finance Configuration Analyst", "company" : "Hasbro", "industry" : "Manufacturing", "salary" : { "min" : 107800.0, "max" : 161700.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "United States", "locations" : [ "United States" ], "certifications" : [ "SAP S/4HANA Finance certification" ], "timestamp" : "2026-06-16T00:36:35.426", "fingerprint" : "7615f216b75174606e892d2c267433579e4d1e2effc2755a1a6c8f0dbb6de1d8", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/hasbro/jobs/4249921009", "externalId" : "4249921009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Boston", "state" : "Rhode Island", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "41.7048225,-71.5483952" } ], "locationText" : "Boston, Rhode Island, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 7, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "SAP S/4HANA, SAP Business One, SAP Integration Suite", "professionalSkills" : [ "Functional lead", "Fit-to-standard sessions", "Solution documentation" ], "hardSkillsList" : [ "SAP Finance configuration", "Record-to-Report process" ], "hardSkills" : [ { "name" : "SAP Finance configuration", "level" : "intermediate" }, { "name" : "Record-to-Report process", "level" : "intermediate" } ], "majorSkills" : "SAP S/4HANA Finance, Finance technology ecosystem, System integration", "majorSkillsList" : [ "SAP S/4HANA Finance", "Finance technology ecosystem", "System integration" ], "coreResponsibilities" : "Serve as functional lead, Configure SAP S/4HANA Finance modules, Support SAP S/4HANA Finance modules, Design integrations, Support integrations, Lead design workshops, Lead fit-to-standard sessions, Lead UAT, Act as functional project lead, Manage systems integrators, Manage consultants, Maintain solution documentation, Support close activities, Contribute to Finance technology roadmap, Contribute to modernization initiatives", "teamCollaboration" : "Cross-functional teams; Stakeholders", "projectManagementSkills" : [ "Project lead" ], "domainKnowledge" : "Record-to-Report process; Finance technology ecosystem; Global finance", "domainList" : [ "record-to-report-process", "finance-technology-ecosystem", "global-finance" ], "domainSpecificKnowledge" : [ "Record-to-Report process", "Finance technology ecosystem", "Global finance" ], "toolProficiency" : [ "SAP S/4HANA", "BlackLine", "SAP Business One", "ProLease" ], "documentationSkills" : "Solution documentation", "qualificationsBasic" : "7+ years SAP Finance configuration, Record-to-Report process knowledge, Experience integrating SAP, Knowledge of IDocs, Knowledge of BAPIs, Knowledge of APIs, Knowledge of SAP Integration Suite, Ability to lead cross-functional teams, Ability to lead stakeholders, Bachelor's degree or equivalent experience", "qualificationsPreferred" : "Financial close automation experience, SAP Fiori exposure, Embedded analytics exposure, Global, multi-entity environment experience, SAP S/4HANA Finance certification", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "We take play seriously. We’re looking for curious adventurers ready to find their party, fueled by imagination and drive to build what’s never been built before. At Hasbro and Wizards of the Coast, you’ll collaborate with passionate teams to reimagine our iconic brands and create experiences that spark joy, connection, and community through the magic of play. This is your chance to shape legendary play that lasts a lifetime. Hasbro has implemented a global SAP S/4HANA landscape and continues to modernize its Finance technology ecosystem to support global growth, Direct-to-Consumer, and Business-to-Business initiatives. We are seeking a Sr. SAP S/4HANA Finance Configuration Analyst who will serve as a functional lead and hands-on configurator across SAP S/4HANA Finance modules and closely integrated finance platforms such as BlackLine, SAP Business One, ProLease, and other finance-related systems. This role will be hybrid in Rhode Island/Boston 3 days a week in the office. What You'll Do • Serve as a functional lead for SAP S/4HANA Finance • Configure and support SAP S/4HANA Finance modules (GL, AP, AR, AA, CO, COPA) • Design and support integrations with BlackLine, SAP Business One, ProLease, and banking platforms • Lead design workshops, fit-to-standard sessions, and UAT • Act as functional project lead for medium to large initiatives • Manage systems integrators and consultants • Maintain solution documentation and support close activities • Contribute to Finance technology roadmap and modernization initiatives What You'll Bring • 7+ years SAP Finance configuration experience with S/4HANA • Strong Record-to-Report process knowledge • Experience integrating SAP with finance ecosystem tools • Knowledge of IDocs, BAPIs, APIs, SAP Integration Suite • Ability to lead cross-functional teams and stakeholders • Bachelor's degree or equivalent experience Nice to Have • Financial close automation experience • SAP Fiori and embedded analytics exposure • Global, multi-entity environment experience • SAP S/4HANA Finance certification The pay transparency range for this role is listed below. The hiring range will vary based on factors such as experience, skills, location and market conditions. Additionally, employees may be eligible for annual and long-term incentives as part of their overall compensation package. Pay Range $107,800—$161,700 USD Employees may be eligible for annual and long-term incentives as part of their overall compensation package, depending on role, location, and eligibility. Benefits and programs may include: Health & Wellness Time Off to Recharge Financial Well-being Life & Family Support Volunteer and Community Initiatives Learning & Development Exclusive Perks Please review our Applicant Privacy Notice to learn how we collect, use, and protect your personal information in connection with the application process.", "summaryDescription" : "Sr. SAP S/4HANA Finance Configuration Analyst at Hasbro. Skills: SAP S/4HANA Finance, Finance technology ecosystem, System integration. Serve as functional lead. Configure SAP S/4HANA Finance modules", "postedDate" : "2026-06-14T20:07:04.890", "createdAt" : "2026-06-14T20:07:04.890", "lastUpdated" : "2026-06-16T00:36:35.426", "ingestTimestamp" : "2026-06-14T20:07:04.890", "mongoId" : "6a2ca3ba74d8ee00a09ad6f0", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 107800, "salaryAnnualMax" : 161700, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "SAP Finance configuration", "Record-to-Report process", "SAP S/4HANA Finance", "Finance technology ecosystem", "System integration", "Functional lead", "Fit-to-standard sessions", "Solution documentation", "Project lead", "Global finance", "SAP S/4HANA Finance certification", "SAP S/4HANA", "BlackLine", "SAP Business One", "ProLease" ], "skillCount" : 15, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Senior", "dataQualityScore" : 1.0, "_score" : 584.016, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Manufacturing", "llmIndustryConfidence" : 0.95 } ], "status" : 200, "message" : "OK", "pagination" : { "page" : 0, "limit" : 50, "totalCount" : 112412, "totalPages" : 2249, "hasNext" : true, "hasPrevious" : false } }

Baird S Private Wealth Management Technology Platforms Jobs in London

Private Wealth Adviser

Solution Architect - Wealth Management

Wealth Management Associate

Wealth Advisor

Private Wealth Focused Sales Manager

Wealth Advisor

Manager (Wealth Management & Retail Investments)

Wealth Advisor

Private Wealth Focused Sales Manager

Consultant (Wealth Management & Retail Investments)

Manager, Technology – Platform Solution

Wealth Advisor

Wealth Advisor

Wealth Advisor

Associate Director, IIX Technology Platforms

Wealth Manager

Wealth Advisor

Wealth Advisor

Managing Director, Wealth Management Team

Wealth Advisor

Associate Wealth Advisor

Associate Wealth Advisor

Associate Wealth Advisor

Wealth Advisor

Wealth Platform Support Analyst

Wealth Advisor

Wealth Platform Support Analyst

Wealth Platform Support Analyst

Wealth Platform Support Analyst

Senior Director, Platform Technology

Wealth Technology Book of Work Program Lead

Associate, US Operations - Digital Wealth Platform

Associate Wealth Advisor

Specialist, Technology Service Management

Senior Director, Platform Technology

Associate, RIA Relationship Management (East Coast)

Manager Program Management, S&OP

Private Banking Relationship Manager

Associate, Wealth Management

Private Banking Relationship Manager

Director, Wealth Management

Director, Wealth Management

Director, Wealth Management

Platforms Technical Program Management Lead, XR

Private Client Service Associate

Director, Wealth Management

Associate, Wealth Management

Associate, Wealth Management

Associate, Wealth Management

Sr. SAP S/4HANA Finance Configuration Analyst

Common Questions