manager wealth management

MAI Wealth Management, Inc.

<div><p><b>GENERAL JOB DESCRIPTION</b></p><p>
MAI is one of the largest and fastest-growing RIAs in the country and is looking for an experienced leader to own marketing for our core Wealth business segment inside a 60B+ national platform. Reporting directly to the CMO, this leader will play a key role in helping to define the segment&rsquo;s value proposition, build a scalable marketing engine, and drive organic growth across acquisition, expansion, and retention.</p><p>
This is a hybrid position that can be in either our Los Angeles, CA or Cleveland, OH offices. Remote candidates that meet the qualifications, but do not live near LA or Cleveland, will also be considered.</p><p></p><p><b><br>
MAJOR DUTIES AND RESPONSIBILITIES</b></p><p>
Segment Ownership &amp; Strategy:</p><ul><li>
In alignment with key business leaders, set and execute the marketing strategy for the Wealth Management business segment, including positioning, value propositions, audience personas, and differentiated messaging by stakeholder (clients, advisors, COIs, sports verticals).</li><li>
Build and steward a &ldquo;brand within a brand&rdquo; that balances enterprise cohesion with segment-specific identity and experiences.</li></ul><p>
Integrated Campaigns &amp; Channels:</p><ul><li>
Architect and run end-to-end campaigns across content, digital, email, social, paid media, events, PR, and partnerships, with clear objectives tied to pipeline, AUM growth, and client retention.</li><li>
Develop ABM and field marketing programs that generate qualified prospect meetings and accelerate opportunity.</li></ul><p>
Advisor enablement:</p><ul><li>
In alignment with business leaders, build toolkits that help advisors win: segment decks, case studies, competitive positioning, proposal templates, and activation playbooks for COIs such as attorneys, CPAs, and multifamily offices.</li></ul><p>
Thought Leadership &amp; Content Studio:</p><ul><li>
Own the editorial calendar for topics appropriate for the business.</li><li>
Partner with internal SMEs to turn insights into reports, white papers, short- and long-term video, webinars, etc.</li></ul><p>
Client Experience &amp; Events:</p><ul><li>
Design small and large-scale client event experiences that reinforce trust, deepen relationships, and create referral momentum.</li></ul><p>
M&amp;A and Growth Initiatives:</p><ul><li>
Lead launch and integration marketing for acquired teams within the segment, including brand migration, change communications, and go-to-market plans.</li></ul><p>
Data, Insights &amp; Reporting:</p><ul><li>
Instrument channel and funnel analytics; define KPIs; stand up dashboards that quantify sourced and influenced pipeline, meeting conversion, time-to-close, retention, and share-of-wallet.</li></ul><p>
Compliance Partnership:</p><ul><li>
Embed compliant workflows and creative review practices aligned to the SEC Marketing Rule without sacrificing creativity or speed.</li></ul><p></p><p><b><br>
EXPERIENCE/CREDENTIALS</b></p><ul><li>
BA degree in Communications, Marketing, Journalism, or relevant field.</li><li>
7&ndash;10+ years of progressive marketing experience in wealth management, private wealth, or a private wealth division of a financial services organization.</li><li>
Demonstrated success owning a high-stakes segment or portfolio and building integrated programs that drive measurable commercial outcomes.</li><li>
Fluency across the modern marketing stack (CRM and marketing automation such as Salesforce, HubSpot; analytics such as GA4/BI) with comfort translating data into executive-ready insights.</li><li>
Strength in brand architecture, narrative development, and &ldquo;editor-in-chief&rdquo; caliber content leadership.</li><li>
Experience partnering with senior executives, advisors, portfolio managers, tax/estate experts, legal/compliance, and business development.</li><li>
High EQ, excellent writing and storytelling, and a bias for action.</li></ul><p></p><p><b><br>
COMPETENCIES</b></p><ul><li>
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts.</li><li>
Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships.</li><li>
Strong inclination for organization, process, attention to detail, editorial guidelines, etc.</li><li>
Ability to independently design graphic content utilizing Illustrator, InDesign, Canva, or other similar tool.</li><li>
Excellent oral and written communication skills.</li><li>
Demonstrated problem solving and analytical abilities; strong project management skills.</li><li>
Strong data analysis skills with an emphasis on using data to evaluate the effectiveness of marketing activities.</li><li>
Proven ability to focus on resolving complex business issues and coordinate with large teams.</li><li>
Proven ability to effectively meet stringent deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs.</li><li>
Demonstrated ability to lead projects and achieve desired results.</li><li>
Ability to manage and work with a wide variety of vendors and other partners.</li><li>
Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices.</li><li>
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.</li></ul></div>

Senior Marketing Manager — Wealth Management

البنك التجاري الدولي

<div></div><div><div>Description<div></div><div><br>
Job PURPOSE:</div>
<div>
Promote the development &amp; growth of the Wealth Management Segment through acquisition &amp; nourishing of Wealth customer&rsquo;s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster &amp; at a less cost.</div>
<div>
KEY ACCOUNTABILITIES</div><div><br>
<br>
</div><div>Sales &amp; Service</div>
<div>
1. Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers to achieve his/her set target and meet the annual approved plan</div>
<div>
2. Review reports provided from the Quality Assurance Department &amp; Call Centre which indicates the level of services &amp; rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.</div>
<div>
3. Track Wealth customers&rsquo; inflows &amp; outflows on a daily basis and contact customers to seek information behind un expected behaviours.</div>
<div>
4. Handle all account opening &amp; its related operations process including system input &amp; data entry.</div>
<div>
5. Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated</div>
<div>
6. Prepare daily sales report including all sales activities and call reports to share it with Branch Manager &amp; Wealth District Head to monitor performance</div>
<div>
Reporting, Communication &amp; Coordination:</div>
<div>
7. Respond positively &amp; diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customers&rsquo; requests are processed timely and efficiently.</div>
<div>
8. Ensure that the required awareness about the value proposition is provided to Branch Managers &amp; all Branch Staff in order to create quality referrals.</div><div><br>
<br>
</div><div>9. Develop knowledge and information about competitor activity, pricing and tactics and communicate with the Wealth District Head &amp; the Wealth Segment Management to ensure CIB&rsquo;s edge within the market</div>
<div>
10. Prepare a daily sales report including all sales activities and call reports to share it with the Branch Head</div><div><br>
<br>
</div><div>Policies, Processes and Procedures</div>
<div>
11. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner</div><div><br>
<br>
</div><div>Day-to-day management</div>
<div>
12. Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures</div><div><br>
<br>
</div><div>Compliance</div>
<div>
13. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB&rsquo;s sound legal position and mitigate any potential risks&quot;</div><div></div><div><br>
</div></div><div>
Qualifications<div></div><div><br>
Qualifications &amp; Experience</div>
<ul><li>Bachelor&rsquo;s degree of Commerce, Business Administration, Accounting, or its equivalent (MBA and CFA is a plus)</li></ul>
<ul><li>For Wealth Manager: Minimum 3 &ndash; 5 years of experience in a sales/financial position</li></ul><br>
<div></div>
<div>
Skills</div>
<ul><li>Excellent command of English and Arabic. Knowledge of additional languages would be an asset</li></ul>
<ul><li>Strong analytical and numerical skills</li></ul>
<ul><li>Strong interpersonal, communication and networking skills</li></ul>
<ul><li>Service Oriented</li></ul>
<ul><li>Can work under pressure and meet monthly targets</li></ul>
<ul><li>Self-driven and result oriented with a positive outlook and clear focus on delivering results&quot;</li></ul><div><br>
</div></div><div>
Primary Location: Egypt</div><div>
Job: Front Liner</div><div>
Shift: Day Job</div><div>
Job Type: Full-time Employee</div></div>

WEALTH MANAGER (10th of Ramadan)

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
This is an exciting opportunity for a highly motivated, analytical, and innately curious individual with an entrepreneurial mindset to join our Americas team. Your projects will involve managing multi-million-dollar media campaigns, operational strategy, executive communications, and ad tech evolution, exercising your skills in search operational excellence and strategic storytelling.</p><p>
As a Search Manager on the Global Integrated Media Team within Asset &amp; Wealth Management, you will be part of a nimble global center of excellence directly responsible for shaping, driving, and delivering strategic media campaigns globally, reporting to our Head of Americas Integrated Media. You are skilled in executing complex search programs across paid and organic search in multiple markets that are results-oriented, on-brand, engaging, and innovative. You possess diverse client management experience and have the ability to execute across multiple workstreams.</p><p><b>
Job responsibilities:</b></p><ul><li>
Evaluate strategic market opportunities with local stakeholders to develop campaign search strategies.</li><li>
Execute search media plans and optimize results to improve KPIs and outputs in partnership with regional stakeholders, Business Intelligence, and Marketing Specialist areas.</li><li>
Manage the in-house channel team for execution of search campaigns.</li><li>
Partner with our Integrated Campaign Manager to integrate SEO/SEM strategies with other paid media channels.</li><li>
Own the reporting cadence and discipline for campaigns; measure performance based on the established measurement framework and provide optimization recommendations.</li><li>
Own search campaign results&mdash;analyze data and brainstorm with activation teams and publishers.</li><li>
Collaborate across functions, including regional marketing managers, stakeholders, and agency partners, to generate results through orchestrated execution and optimization of performance programs (strategy, ad copy, keyword strategy, trafficking, tagging, etc.).</li><li>
Manage and maintain relationships with external vendors and agencies.</li><li>
Stay current on industry trends to identify and execute a roadmap for the evolving paid search, SEO, and GEO landscape in partnership with the Head of Americas Integrated Media and Global Head of Search.</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
7+ years of SEO and paid search management and campaign experience.</li><li>
Experience designing and executing campaigns across paid search and SEO, including firsthand knowledge of media planning fundamentals (media math, budget management, bid strategies, forecasting, keyword development, and optimizations).</li><li>
Experience launching or managing third-party Paid Search campaigns, including SA360 and Bing.</li><li>
Daily account management and experience managing a Paid Search team.</li><li>
Experience launching and executing SEO/GEO strategies, including devising and implementing SEO/GEO content and site architecture strategies to grow market share.</li><li>
Ability to educate stakeholders on SEO/GEO best practices, providing advice, feedback, and support.</li><li>
Progressive marketing and performance analytics experience in B2B, technology, finance, or acquisition.</li><li>
Experience leveraging data visualization dashboards such as Qlik, Google Analytics, Adobe, and SEMRush.</li><li>
Knowledge of the MarTech landscape and proficiency with marketing tools/technologies such as CDPs/DMPs, MMM, MTA, and Brand Safety.</li><li>
Bachelor&rsquo;s degree in Marketing, MIS, BS, or equivalent experience.</li></ul><p><b>
Preferred qualifications, capabilities, and skills:</b></p><ul><li>
Experience with search media platforms (SA360, Bing, Google).</li><li>
In-platform campaign management experience.</li><li>
Experience in measurement using Qlik, Google Analytics, Adobe, SEMRush, and Brand Safety.</li><li>
Experience leveraging a CDP or DMP in media strategy.</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Search Manager-Global Integrated Media, Asset & Wealth Management

Bank of Stockton

<p><b>Join our team!</b><br/>Since 1867, Bank of Stockton has proudly served generations of families and businesses with unprecedented customer service. Behind every year of &ldquo;Withstanding the Test of Time&rdquo; are loyal bank employees who treat our customers like friends and family because they live in the communities that we serve. We strive to be a great place to work and a great place to bank! With 21 branches and growing, we are looking for people that share our service philosophy. If you&rsquo;re interested in becoming part of our team, submit your resume today!<br/></p><p><b>SUMMARY</b><br/></p><p>Working in collaboration with the firm's Investment Committee, the candidate will be responsibility for monitoring, researching, shaping and evolving portfolio investment strategies, products and portfolio models.<br/></p><p><b>ESSENTIAL DUTIES</b><br/></p><p>The position of Wealth Management Portfolio Manager performs duties specific to the position and other functions as assigned:<br/></p><ul><li>Portfolio modeling and construction;</li><li>Detailed quantitative and qualitative investment research (including past and forward-thinking performance and attribution assessment);</li><li>Benchmark and peer group performance evaluation;</li><li>Competitive analysis; and</li><li>Verbal and written communication that fosters the confidence of internal staff, prospective and current clients, and the professional community.</li><li>In collaboration with leadership and the Investment Committee, monitor, research, and make recommendations regarding investment strategies, products, portfolio models and vehicles that may be appropriate for clients.</li><li>Review, develop, and assess the various risk metrics of our investment portfolios and asset allocation models and make recommendations for models based upon client risk tolerances and goals.</li><li>Attend and communicate our strategies for client and prospect meetings; explaining our investment perspectives and portfolio recommendations and performance.</li><li>Provide regular and on-demand verbal and written research and investment commentary to support both internal and external business development efforts, and client service activities including monthly, quarterly and annual investment updates.</li><li>Track, monitor, evaluate and provide regular and up-to-date analysis, perspective and written commentary on investment portfolios.</li></ul><p><b>COMPLIANCE RESPONSIBILITIES</b><br/></p><p>Must be familiar with all related regulations and receive training on a regular basis as appropriate. This includes but is not limited to BSA, Reg R, and departmental procedures. Employee must follow all policies and procedures as set forth by the Bank as well as any regulations.<br/></p><p>The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.<br/></p><p>This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank&rsquo;s internet and technology systems.<br/></p><p><b>SUPERVISORY RESPONSIBILITY</b><br/></p><p>This position of Wealth Management Portfolio Manager is not responsible for the supervision of any employees within the branch.<br/></p><p><b>MENTAL DEMANDS</b><br/></p><p>Employee must be able to demonstrate their ability to read documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.<br/></p><p><b>ENVIROMENTAL AND PHYSICAL ACTIVITY</b><br/></p><p>The Wealth Management Portfolio Manager is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc,<br/></p><p>This employee, in the course of performing this position, spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.<br/></p><p>This employee may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.<br/></p><p>The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.<br/></p><p>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<br/></p><p><b>MINIMUM REQUIREMENTS</b><br/></p><p>These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual&rsquo;s abilities may result in some deviation from these guidelines.<br/></p><ul><li>Client services skills</li><li>Basic knowledge of investments</li><li>Financial analysis skills</li><li>Marketing and sales skills</li><li>Oral and written communication skills</li><li>Organization skills</li><li>PC skills (e.g., word processing, spreadsheets)</li><li>CFA certification preferred</li><li>2-10 years of Investment Experience with a preference for portfolio management and client facing experience.</li><li>BA/BS degree or equivalent experience</li></ul><p><b>ANNUAL SALARY RANGE</b><br/></p><p>80,000.00 - 100,000.00<br/></p><p><b>LOCATION</b><br/></p><p>555 West Benjamin Holt Dr Bldg A<br/></p><p>Stockton, CA 95207<br/></p><p>Work Location: In person<br/></p>

Wealth Management Portfolio Manager

Goldman Sachs

<div><div><div><div><div><div><div><p>Goldman Sachs Global Compliance is dedicated to protecting the reputation of the firm, managing risk and helping to advance the business of the firm. From global financial centers to important developing markets, Global Compliance professionals interpret and ensure compliance with regulatory requirements and determine how the firm can appropriately pursue global market opportunities. Global Compliance is organized broadly into divisional compliance groups and centralized compliance groups. This role supports the growing Wealth Management Business unit in the MENA region.</p>
<p><b>
OUR IMPACT:</b></p>
<p>
Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm&rsquo;s culture of compliance. Compliance accomplishes these through the firm&rsquo;s enterprise-wide compliance risk management program. As an independent control function and part of the firm&rsquo;s second line of defence, Compliance assesses the firm&rsquo;s compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm&rsquo;s responses to regulatory examinations, audits and inquiries. You'll be part of a team with members from a wide range of academic and professional backgrounds, such as law, accounting, sales, and trading. We look for those who possess sound judgment, curiosity, and are able to adapt to a changing regulatory landscape.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>
Provide advice to the business on live queries and/or transactions</li><li>
Conducting trading and suitability reviews</li><li>
Development and implementation of compliance-related policies and procedures</li><li>
Providing review and sign-off of marketing materials prepared for distribution to clients / prospects</li><li>
Managing compliance-led projects and representing PWM Divisional Compliance on Firmwide and cross regional projects and working groups</li><li>
Impact analysis and implementation of regulatory changes affecting the PWM business</li><li>
Develop and deliver training for business personnel</li></ul>
<p><b>
SKILLS &amp; EXPERIENCE WE&rsquo;RE LOOKING FOR</b></p>
<p><b>
BASIC QUALIFICATIONS</b></p>
<ul><li>
University degree and/or professional compliance / financial services qualification</li><li>
3+ years&rsquo; compliance or other relevant financial services experience. Private wealth management / retail client experience preferred.</li><li>
Adequate knowledge of MENA regulatory environment and local rules</li><li>
Any knowledge of other international regulatory regimes an advantage</li><li>
Experience of conducting trade surveillance or equivalent monitoring activity</li><li>
Good interpersonal skills and effective written/oral communication skills.</li><li>
Strong analytical and problem solving skills with the ability to exercise sound and balanced judgment</li><li>
Attention to detail</li><li>
Ability to handle multiple tasks and work under pressure</li><li>
Team player</li><li>
As a minimum, good proficiency in Microsoft Excel, Power Point and Wor</li></ul>
<div><b>ABOUT GOLDMAN SACHS</b>
</div>
<div><br>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
</div>
<div></div><div>We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.
</div>
<div><br>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html
</div>
<div><br>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.</div><br>
<div>
<br>
</div></div></div></div></div></div></div><div><div><div><div><div><b>We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Dubai
JOB FUNCTION
Business Unit Compliance
DIVISION
Compliance Division</p>

Wealth Management Compliance Officer - Associate - Dubai

MM2 Enterprise, LLC

<p>We are a leading non-captive fintech brokerage partnering with over 25 A-rated Fortune 500 financial institutions. Our mission is to help 100 million families by 2030, leaving no family behind. We're revolutionizing financial services by combining expert guidance with cutting-edge technology to create seamless digital experiences for our clients.</p><p><i><b>The Opportunity</b></i></p><p>We're seeking a driven Wealth Management Representative to join our growing team. In this role, you'll help clients develop comprehensive retirement strategies while building your own professional practice within our supportive framework.</p><p><i><b>Key Responsibilities</b></i></p><ul><li>Provide personalized retirement planning solutions to clients</li><li>Educate clients on retirement asset growth and protection strategies</li><li>Conduct needs analyses and recommend appropriate financial products</li><li>Build and maintain long-term client relationships</li><li>Leverage our digital platforms to enhance client experience</li><li>Stay current on industry regulations and product offerings</li></ul><p><i><b>Qualifications</b></i></p><ul><li>Strong interest in financial services (prior experience beneficial but not required)</li><li>Excellent communication and relationship-building skills</li><li>Self-motivated with an entrepreneurial mindset</li><li>Desire to continuously learn and develop professionally</li><li>Willingness to obtain necessary licenses (we provide training and support)</li></ul><p><i><b>Why Join Us?</b></i></p><ul><li><b>Unlimited Income Potential</b>: Commission-based compensation structure with no ceiling</li><li><b>Career Growth</b>: Clear pathway to leadership and potentially running your own agency</li><li><b>Comprehensive Training</b>: Industry-leading education and mentorship programs</li><li><b>Work Flexibility</b>: Build your business around your lifestyle</li><li><b>Purpose-Driven Work</b>: Make a real difference in families' financial futures</li></ul><p>Job Types: Full-time, Part-time</p><p>Pay: $60,000.00 - $100,000.00 per year</p><p>Benefits:</p><ul><li>Financial planning services</li><li>Flexible schedule</li><li>Life insurance</li><li>Professional development assistance</li><li>Retirement plan</li></ul><p>Work Location: Remote</p>

Wealth Management Representative

UCare Staffing, LLC

<strong>PLEASE NOTE: All interviews and applications are kept confidential.</strong> <BR> <BR> We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. <BR> <BR> As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. <BR> <BR> To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. <BR> In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. <BR> <BR> One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits. <BR> <br><em><strong>Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.</strong></em><br><br><strong>We are an equal opportunity employer. All applications will be kept confidential.</strong><br><br><p> </p><img src="https://www.jobg8.com/Tracking.aspx?Sjg9ltxO23%2fI0TCqydlEnt8PaU%2fFNhdKi" width="0" height="0" />

Senior Wealth Advisor

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