manager wealth management

Northern Trust Corp.

<div><p><b>About Northern Trust:</b></p><p></p><p>
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
</p><p></p><p>Northern Trust is proud to provide innovative financial services and guidance to the world&rsquo;s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world&rsquo;s most sophisticated clients using leading technology and exceptional service.</p><p></p><p>
The <b>Wealth Management Advisory Group</b> delivers integrated banking, investment, trust, and advisory solutions tailored to support clients&rsquo; long-term financial goals. Specialized practices and coordinated solutions help partners address complex client needs across every stage of the financial lifecycle.</p><p></p><p>
The group supports a broad range of clients, including individuals, families, business owners, executives, professionals, institutions, foundations, and nonprofit organizations. Wealth Management is organized around dedicated practices and segments focused on specific client types and solutions, with cross-functional collaboration across banking, investments, trust, and advisory teams.</p><p></p><p><br>
The <b>Account Manager</b> will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.<br>
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Key Responsibilities:<br>
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1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.</p><p><br>
2. Develops and maintains working knowledge of governing documents and account agreements.</p><p><br>
3. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions</p><p><br>
4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.</p><p><br>
5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.</p><p><br>
6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.</p><p><br>
7. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.</p><p><br>
8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.</p><p><br>
9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.</p><p><br>
10. Able to serve as a key subject-matter expert and mentor to other more junior-level employees</p><p><br>
11. May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role)</p><p><br>
12. More technically sound in area of expertise and has broader knowledge of other areas</p><p><br>
13. Delivers a work product that requires less revision</p><p><br>
14. Able to facilitate discussions and reach decisions</p><div><br>
The successful candidate will benefit from having:<br>
<br>
<ul><li>A College or University degree and/or relevant proven work experience is preferred. 5-7 years' experience in financial servicing or related experience/credentials preferred.</li></ul></div><div><ul><li><br>
Excellent verbal and written communication skills are required.</li></ul></div><p></p><ul><li>Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required</li></ul><div><ul><li><br>
Analytical, problem solving, and organizational skills are required</li></ul></div><div><ul><li><br>
Highly flexible and adaptable to change</li></ul></div><div><ul><li><br>
Technical skills / systems knowledge (e.g. MS Office and Workday)</li></ul></div><p></p><p><br>
Salary Range:</p>
$67,500 - 111,500 USD<p></p><p><i>
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life &amp; accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.</i></p><p></p><p><b>
Working with Us:</b></p><p></p><p>
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.</p><p></p><p>
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.</p><p></p><p>
We&rsquo;d love to learn more about how your interests and experience could be a fit with one of the world&rsquo;s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater</p><p></p><p><b>
Reasonable accommodation</b></p><p><br>
</p><p>Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.</p><p><br>
<br>
We hope you&rsquo;re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.</p><p></p><p>
Apply today and talk to us about your flexible working requirements and together we can achieve greater.</p></div>

Account Manager, Wealth Management Advisory

Raymond James

<div><p><b>Job Description Summary
</b></p>Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds &ndash; flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.
<p></p><p><b>Job Description
</b></p><p></p><p>The Product Manager will operate within the Wealth Management Technology group, which is focused on delivering tools and applications that support the lifecycle of planning &amp; implementation. The associate will have knowledge and skills obtained through education and experience to identify, analyze, and document complex business requirements and processes using input from industry and/or business units. The associate will have the ability to work with increasing independence under guidance and collaboratively with other team members to progress the applications forward. Continuous learning of financial planning concepts, advisor use cases and internal technology functionality. Will assist in issue triage and escalation, partnering with team members to assess impact and prioritize fixes. The associate will have a general understanding of the project lifecycle within technology and an understanding of SDLC concepts including agile and waterfall methodologies.
</p><p></p><p><b>Responsibilities:
</b></p><ul><li><p>This is an individual contributor role in support of the Planning product(s).
</p></li><li><p>This role works closely with Product Managers, Engineers, Designers and Business Stakeholders to execute against an established product roadmap.
</p></li><li><p>Assists in requirements gathering for Wealth Management technology, centered on the Financial Advisor practice.
</p></li><li><p>Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, identifies best practices, and recommends changes for improvement.
</p></li><li><p>Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders.
</p></li><li><p>Consults with stakeholders and supports user representation through design, development, validation, and release.
</p></li><li><p>Develops functional knowledge and may act as a subject matter expert (SME) resource over time to provide internal consulting services to assigned functional areas(s); coordinates activities with other functional areas and facilitates the implementation of cross-functional business system modules and/or enhancements.
</p></li><li><p>Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization.
</p></li><li><p>Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required.
</p></li><li><p>Supports release planning and coordination, partnering with product and engineering leads to prioritize features and collaborates with other business units and technology teams as necessary for release management.
</p></li><li><p>Provides input for communications and documentation to support releases.
</p></li><li><p>Partners with technical business units to research, analyze and resolve system and process problems.
</p></li><li><p>Performs other duties and responsibilities as assigned.
</p></li></ul><p></p><p><b>Skills/Previous Experience:
</b></p><ul><li><p>One (1) to three (3) years of experience supporting product, business analysis, or technology delivery efforts, including gathering requirements, assisting with systems analysis, process mapping, testing, and stakeholder collaboration is highly preferred.
</p></li></ul><p></p><p><b>Knowledge of the following highly preferred to required:
</b></p><ul><li><p>Financial Services industry experience is preferred but not required, with a preference to knowledge of financial planning, goals based planning or cash flow planning.
</p></li><li><p>Strong analytical, communication, and collaboration skills with the ability to document requirements, participate in stakeholder discussions, and support delivery across cross-functional teams.
</p></li><li><p>Aptitude to want to understand the root cause of issues.
</p></li><li><p>Concepts of risk management, issue tracking, change management, and requirements gathering.
</p></li><li><p>Information technology support and technical documentation.
</p></li><li><p>User acceptance testing principles, with the ability to develop test plans and scripts.
</p></li><li><p>Some travel may be required.
</p></li></ul><p></p><p><b>Ability to:
</b></p><ul><li><p>Attend to detail while maintaining a big-picture orientation.
</p></li><li><p>Read, comprehend, and apply technical information.
</p></li><li><p>Use collaborative skills to accomplish work as a team.
</p></li><li><p>Organize and prioritize multiple tasks and meet deadlines.
</p></li><li><p>Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
</p></li><li><p>Provide a high level of customer service.
</p></li><li><p>Communicate effectively, both orally and in writing.
</p></li></ul><p></p><p><b>Growth &amp; Development:
</b></p><ul><li><p>Exposure to end-to-end product development within Wealth Management Technology.
</p></li><li><p>Mentorship from experienced Product Managers and Technology leaders.
</p></li><li><p>Opportunities to deepen knowledge of the financial industry, financial planning, and advisor-facing products.
</p></li><li><p>Progressively increase ownership of features and initiatives over time.
</p></li></ul><p></p><p><b>Licenses/Certifications:
</b></p><ul><li><p>None required.
</p></li></ul><p></p><p><b>Education
</b></p>Bachelor&rsquo;s: Business Administration, High School (HS) (Required)
<p></p><p><b>Work Experience
</b></p>General Experience - 7 to 12 months
<p></p><p><b>Certifications
</b></p><p></p><p><b>Travel
</b></p>Less than 25%
<p></p><p><b>Workstyle
</b></p>Hybrid
<p></p><p>The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.<br>
</p><p></p><div>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
<br>
<br>
We expect our associates at all levels to:
<br>
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div><p></p><p>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
</p>#LI-NM1</div>

Product Manager | Wealth Management Technology

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  YOUR IMPACT
  <br/>
  <br/>
 </strong>
 Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
 <br/>
 <br/>
 <strong>
  OUR IMPACT
  <br/>
  <br/>
 </strong>
 <strong>
  Wealth Management
  <br/>
  <br/>
 </strong>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
 <br/>
 <br/>
 <strong>
  Private Wealth Management (PWM)
  <br/>
  <br/>
 </strong>
 Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
 <br/>
 <br/>
 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.
 <br/>
 <br/>
 <strong>
  How You Will Fulfill Your Potential
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
  </li>
  <li>
   Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
  </li>
  <li>
   Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm&rsquo;s strategic views
  </li>
  <li>
   Prepare client-facing materials depicting asset allocation and performance
  </li>
  <li>
   Diligence internal and third-party investment opportunities across the public and private markets
  </li>
  <li>
   Synthesize research material and communicate firm views to clients
  </li>
  <li>
   Support business development efforts by researching qualified prospects and tracking relevant capital raises
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills &amp; Experience We&rsquo;re Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's Degree required
  </li>
  <li>
   Ability to work in a fast-paced environment and think clearly under pressure
  </li>
  <li>
   Strong interest in the financial markets and good investment sense/commercial instinct
  </li>
  <li>
   Ability to multi-task and work with numerous colleagues and desks across the Firm
  </li>
  <li>
   Strong verbal and written communication skills
  </li>
  <li>
   Strong organizational and interpersonal skills
  </li>
  <li>
   SIE, Series 7 and 63 required (must be obtained within three months of employment)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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. Learn more about our culture, benefits, and people at GS.com/careers.
 <br/>
 <br/>
 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.htl
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Private Wealth Management, Financial Analyst - New York

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 About Goldman Sachs
 <br/>
 <br/>
 At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it&rsquo;s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
 <br/>
 <br/>
 Asset and Wealth Management
 <br/>
 <br/>
 <strong>
  Goldman Sachs Asset &amp; Wealth Management provides advice, investing and execution for institutions and individuals across public and private markets.
  <br/>
  <br/>
 </strong>
 Our Asset Management business is one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
 <br/>
 <br/>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.
 <br/>
 <br/>
 Job Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Support the oversight of ~200+ Administrative Assistants across Asset &amp; Wealth Management Americas
  </li>
  <ul>
   <li>
    Partner closely with AWM Leadership and Admin Manager to support performance management, development, and engagement across the AWM Americas Administrative Assistant population.
   </li>
   <li>
    Work with Admin Manager to allocate and assign assistant coverage in coordination with Business Unit COOs.
   </li>
   <li>
    Build relationships across various internal stakeholders including Business Unit Managers and Business Unit COOs, acting as a trusted partner advising on coverage models, headcount and contingent labor needs, and assistant talent decisions aligned to business priorities.
   </li>
   <li>
    Drive project management related to event planning, including but not limited to townhalls, year-end, milestone achievements, etc.
   </li>
   <li>
    Own onboarding and integration strategy for all new joiners (both full-time employees and contract workers), partnering with business stakeholders to deliver customized training programs.
   </li>
   <li>
    Build and maintain training programs for administrative assistant population across the division to enhance knowledge of existing resources, new resources and divisional subject matter, including the development of best practice and procedure documents for relevant firm platforms.
   </li>
   <li>
    Support the end-to-end recruiting efforts for Administrative Assistants across full-time and contract hiring pipelines, including sourcing strategy, interview coordination and offer approval processes.
   </li>
   <li>
    Champion efforts to uplift talent capabilities, enhance engagement, and strengthen organizational health.
   </li>
   <li>
    Manage staff augmentation and contingent worker budgets, including forecasting, tracking spend, approvals, and reporting; manage vendor/agency coordination.
   </li>
   <li>
    Coordinate with contingent worker management to lead recruitment, feedback process, contract extension and conversion process
   </li>
   <li>
    Organize regular catchups and touchpoints with assistant population across the division, provide support for ad-hoc queries.
   </li>
   <li>
    Develop strategic communication plan with administrative assistant population to enhance connectivity.
   </li>
   <li>
    Own various operational functions including time management approvals and reporting management systems.
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong proactive team player able to work efficiently and effectively in handling multiple tasks
  </li>
  <li>
   Excellent organizational and communications (written and verbal), skills
  </li>
  <li>
   Innovative thought processes and proactive time management
  </li>
  <li>
   Competitive spirit with the ability to lead, motivate and build relationships with internal stakeholders
  </li>
  <li>
   Ability to handle sensitive, confidential information with the utmost discretion
  </li>
  <li>
   Familiarity with RMS, Cyborg, Anaplan, Fieldglass and related internal systems is required
  </li>
  <li>
   Advanced proficiency in platforms such as Smartsheet, Sharepoint, Microsoft Word, Excel and Power Point
  </li>
  <li>
   Bachelor&rsquo;s degree
  </li>
  <li>
   3-5 years of relevant work experience
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $100000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Administrative Assistant Manager, Associate, New York

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate engages with us through their first 30 days with the company.
</p><p>As a Full Lifecycle Executive Recruiter within JPMorgan, you will ensure your clients are optimally positioned to attract, source, and recruit top talent, both internally and externally. You will be responsible for staffing the business with quality hires, offering strategic talent acquisition solutions, and proactively building pipelines for future needs. As a segment subject matter expert, you will oversee the entire recruitment lifecycle for roles within your segment.
</p><p><b>Job Responsibilities</b></p><ul>
<li>Qualify new searches, ensuring information is accurate and job descriptions align with global guidance</li>
<li>Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls and policies</li>
<li>Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market</li>
<li>Source and pipeline qualified candidates through a wide variety of channels, supported by your aligned sourcing partner when required</li>
<li>Evaluate (screen), interview and present qualified candidates to hiring managers
</li><li>Partner with the interview scheduling team to arrange candidate interviews with hiring teams</li>
<li>Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time</li>
<li>Act as a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations</li>
<li>Conduct pre-offer candidate calls and take ownership of offer negotiation and management</li>
<li>Liaise with hiring managers, human resources, and compensation partners to ensure appropriate offer approvals are in place</li>
<li>Present to and update senior client groups on recruiting activity and manage escalations effectively</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul>
<li>6+ years of experience working within a recruiter role either in-house or within a talent acquisition agency
</li><li>Experience sourcing and pipelining talent
</li><li>Demonstrate excellent client management skills
</li><li>Demonstrated ability to build relationships and deliver a first class candidate experience</li>
<li>Excellent communication skills both written and verbal</li>
<li>Demonstrated ability to present recruiting activity to senior clients when required</li>
<li>Demonstrated ability to manage client expectations and escalations where appropriate</li>
<li>Good prioritization and organizational skills with the ability to multi-task
</li><li>Demonstrated ability to work independently and as part of a wider team
</li></ul><p><b>Preferred qualifications, capabilities, and skills</b></p><ul>
<li>Microsoft PowerPoint, Excel, Adobe skills</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>
<div>
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><div><br>
<br>
</div><div>Human Resources plays a critical role in driving the employee experience, shaping the firm&rsquo;s culture and building a diverse and inclusive workforce. We are a strategic partner to the business &mdash; working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.</div></div>

Asset & Wealth Management Executive Recruiter

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
We are seeking a highly organized and analytically minded content strategist and writer. This role is ideal for an experienced professional who is passionate about content marketing and thought leadership, particularly within the financial services sector.</p>
<p><b>
OUR IMPACT</b></p>
<p><b>
Wealth Management</b></p>
<p>
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.</p>
<p><b>
Wealth Management Content Marketing</b></p>
<p>
The Wealth Management Content Marketing team is responsible for developing and executing digital campaigns across owned and earned channels that generate new business with prospects and clients, supports client retention, and builds brand equity. We partner with the business to deliver campaigns that drive consideration and deepen relationships. We operate at a fast pace and have multiple campaigns and projects in market at any time.</p>
<p>
The ideal candidate will have a proven track record of writing content on the markets, investing and wealth planning within a large financial institution grounded in research and rigor. Content would include articles, white papers, web pages and video scripts, as well as copy for promotional channels like social and newsletters. They must have excellent project management skills and hands on execution experience routing content through approvals including complex legal and compliance reviews, incorporating feedback, editing and publishing on the web.</p>
<p>
This role can be based out of New York City and will report to the lead editor.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li><b>
Create and Refine Content</b>: Write timely, intelligent thought pieces for white papers, email, web and social that serves to elevate the brand, drive lead gen and engage and retain clients.</li><li><b>
Maintain Brand Consistency</b>: Adhere to brand guidelines, tone, voice, and messaging architecture to ensure consistency across all content.</li><li><b>
Simplify Complex Topics</b>: Translate complex financial concepts into engaging, accessible content for target audiences.</li><li><b>
Promotion:</b> Work with our promotions lead to initiate and develop comms/promotional plans for content campaigns and to draft engaging promotional copy for use across channels including web, social media, newsletter, email and more.</li><li><b>
Research and Reference</b>: Identify and cite credible sources for articles, white papers, and case studies. Develop relationships with private wealth advisors to deliver the most relevant content to clients and prospects.</li><li><b>
Project Management</b>: Navigate project management systems and collaborate with teams to meet deadlines and deliver high-quality content.</li><li><b>
Review and Compliance</b>: Manage editorial, subject matter, and regulatory reviews to ensure content meets the highest standards.</li><li><b>
Analysis and Measurement</b>: Analyze content performance and integrate learnings into writing.</li></ul>
<p><b>
EXPERIENCE &amp; SKILLS WE&rsquo;RE LOOKING FOR</b></p>
<ul><li>
Bachelor&rsquo;s Degree required (preferably in Communications, Journalism or English)</li><li>
Excellent time management with the ability to manage multiple complex projects to completion. Strong organizational skills and ability to meet tight deadlines.</li><li>
A fast learner and self-starter that can work independently and proactively. Agile and can switch gears based on project prioritization.</li><li>
Bachelor&rsquo;s Degree (BA/BS) in Journalism, English or Communications. Exceptional written and verbal communication skills, including the ability to craft compelling narratives to diverse audiences. Proven copy writing and strong grammar and proofreading skills.</li><li>
3+ years of experience in content marketing within a large financial institution. A proven track record of developing and executing digital content strategies across multiple channels including web, email, social and formats like video and audio.</li><li>
Demonstrated expertise in content publishing processes, including rigorous legal and compliance reviews, within a regulated financial services environment.</li><li>
Proficiency with analytics and ability to leverage data to measure content performance, optimization, and strategic decision-making. A practical, data-driven mindset with an eagerness to learn and adapt.</li><li>
Experience in using artificial intelligence in writing a plus.</li><li>
Experience with ultra-high net worth audiences a plus.</li><li>
Strong interpersonal, matrixed team relationship management skills. Willing to work with stakeholders across the business at all seniority levels.</li><li>
Personal commitment to accuracy, strong attention to detail and proactive risk management mindset. Experience in compliance-driven environment.</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
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.</p>
<p>
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.</p>
<p>
We'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</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.</p>
<p>
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.</p>
<div>
<p><b>Salary Range</b><br>
The expected base salary for this New York, New York United States based position is $85000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.</p>
<p><b>Benefits</b><br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.</p>
</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)
New York
JOB FUNCTION
Marketing
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 85,000 - 160,000</p>

Asset & Wealth Management, Wealth Marketing, PWM Content Writer, Associate - New York

Ameriprise Financial

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><p><b>
Job Description</b></p><p></p>
In this Sales Consulting role, you will execute against the Wealth Management Sales strategy, including building awareness and adoption of Signature Wealth, as well as driving product sales in the region. This includes Managed Account Sales and Net Flows and also representing both Structured Products and Alternative Investments, as needed.<br>
<br>
The territory includes Northern States, Atlantic, and Southern States Regions within AAG only (Ameriprise Advisor Group). Qualified candidate may be located within the territory or in Minneapolis.<p></p><p><b>
Responsibilities:</b></p><ul><li><p>
Drive sales in territory by developing &amp; maintaining relationships with new and existing advisors through 1:1 calls, client events, training/education, group presentations, etc. Will influence advisor choice through the use of a consultative process and other techniques/ systems (ex. Quality Sales Call, etc.). Works with leader to research and manage territory to execute on sales plan. Build and maintain relationships with internal/external partners (e.g. WMS, Marketing, IRG, field leadership, etc.).</p></li><li><p>
Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.</p></li><li><p>
Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.</p></li><li><p>
Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation &amp; follow-up, recognizing advisor sales, budget management, etc.). - Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions. Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face or virtual sales meetings. Complete required coursework in order to maintain compliance with state and federal regulations and licenses.</p></li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li><p>
10+ years&rsquo; experience in financial services industry in a selling role</p></li><li><p>
Bachelor's degree or equivalent</p></li><li><p>
Series 7 required upon hire</p></li><li><p>
Series 63 &amp; 65 (or 66), or the ability to acquire within 90 days per license/registration</p></li><li><p>
Ability to travel (~25-35%) to support team and client needs and live within territory</p></li></ul><p></p><p><b>
Preferred Qualifications:</b></p><ul><li><p>
In depth product and investment knowledge. Ability to quickly assimilate and quickly learn proprietary products</p></li><li><p>
Deep subject matter expertise on selling all Advisory Products with a focus on the Signature Wealth Platform</p></li><li><p>
Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, Excel, etc.). Experience with CRM (e.g. Sales Force)</p></li><li><p>
Proficiency in demonstrating a consultative sales process</p></li><li><p>
Excellent communication, interpersonal, presentation and problem-solving skills</p></li><li><p>
Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment</p></li><li><p>
Proven ability to influence, motivate and inspire others</p></li><li><p>
CFP&reg;, ChFC&reg;, CRPC&reg;, CEBS, RIPC or similar retirement industry designations.</p></li><li><p>
Excellent understanding of various facets of the Ameriprise organization; including insight into various business units and the field organization.</p></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p>
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).</p><p></p><p><b>
Remote Work</b></p><p>
This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: ME, VT, NH, MA, NY, PA, CT, NJ, MD, VA, WV, OH, IN, MI, KY, NC, SC, VA, LA, MS, AL, GA, FL or Minneapolis, MN.</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $150,000 - $200,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Closing Date: 05/09/2026<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Sales<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>FPPS Wealth Management Solutions<p></p><p><i>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.</i></p><p></p><p><i>
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</i></p></div>

RVP Wealth Management

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