client solutions manager Jobs in Training Jobs In Training Jobs In Person Jobs In Training Jobs In Person Jobs In United States

client solutions manager

senior project manager Jobs in Training Jobs In Training Jobs In Person Jobs In Training Jobs In Person Jobs In United States

senior project manager

private wealth planning support manager Jobs in Training Jobs In Training Jobs In Person Jobs In Training Jobs In Person Jobs In United States

private wealth planning support manager

senior contracts manager Jobs in Training Jobs In Training Jobs In Person Jobs In Training Jobs In Person Jobs In United States

senior contracts manager

senior financial analyst Jobs in Training Jobs In Training Jobs In Person Jobs In Training Jobs In Person Jobs In United States

senior financial analyst

senior investment portfolio control consultant

Wells Fargo

<div><b>About this role:</b><br>
The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides portfolio analytics support for Advisors seeking analytics and assistance. The team is responsible for partnering with the relevant business group across the Wells Fargo Advisors (WFA) organization to identify, assess, manage and mitigate current and emerging investment risk.
<br>
<br>
The team member will work directly with Financial Advisors, plus will collaborate with other business leaders in the firm. This role will include leveraging sophisticated third-party tools and internal reporting to help advisors identify appropriate benchmarks for the portfolios.<br>
<br>
Learn more about the career areas and lines of business at wellsfargojobs.com .<br>
<br>
<b>In this role, you will:</b><ul><li>
Work with advisors daily providing investment risk data, reviewing investment strategies and benchmarks, and identifying key risk in client accounts. Conduct proactive reach outs to advisors to help them reduce investment risk in client accounts. Help train advisors on the use of analytic tools and firm resources, key investment risk controls, and the resolution to control alerts.</li><li>
Performs various moderately complex activities related to assessing portfolio risk exposures.</li><li>
Identify, assess, manage and mitigate current and emerging investment risk. Provides an aggregate view of portfolio risk and serves as a subject matter expert for measuring and managing investment risk.</li><li>
Consults and provides input into investment processes and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management.</li><li>
Utilizes multiple complex data sources; complies and mines sources to achieve data needs for analyses. Adheres to data management / data governance regulations and policies for data integrity.</li><li>
Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk</li><li>
Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals</li><li>
Potentially lead projects and team initiatives to advance risk monitoring and/or serve as a guide for less experienced consultants.</li><li>
Consult and provide input into business processes, control execution, policies and procedure implementation and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management.</li></ul><b>
Required Qualifications:</b><ul><li>
4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul><b>
Desired Qualifications:</b><ul><li>
4+ years of Investment acumen and Investment risk experience</li><li>
FINRA registration including Series 7 and Series 66 (or FINRA recognized equivalents)</li><li>
Demonstrated leadership on cross-functional business initiatives as well as leading small working groups. Broad experience working with other departments in the firm including Product Management, compliance, operations, business control, EIT, supervision etc.</li><li>
Experience implementing policies and procedures, oversight of controls, and conducting supervisory review tasks.</li><li>
Project management experience leading projects, risk control efforts, including the Project Management Professional (PMP) Certificate</li><li>
Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and complex environment</li><li>
Experience with developing new control processes, understanding data file structure, and coordinating with EIT and Product Owner business partners</li><li>
Strong analytical skills with high attention to detail and accuracy</li><li>
Experience leading projects with third party vendors such as Blackrock Alladin, Morningstar Direct or FactSet</li><li>
Intermediate Microsoft Office Skills, including Excel</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
BS/BA degree or higher in accounting or finance, computer science, engineering or other scientific background</li><li>
Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation</li></ul><b>
Job Expectations:</b><ul><li>
Hybrid Work Schedule</li><li>
This position is not eligible for Visa sponsorship</li></ul><b>
Posting Location</b>:<ul><li>
1 N. Jefferson Ave, Saint Louis, MO 63103</li><li>
550 S. Tryon Street, Charlotte, NC 28202
</li></ul><b>Posting End Date:</b>
<br>
5 Jan 2026<br>
<b>*Job posting may come down early due to volume of applicants.</b>
<br>
<br>
<b>We Value Equal Opportunity</b><br>
<br>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.<br>
<br>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.<br>
<br>
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.<br>
<br>
<b>Applicants with Disabilities</b><br>
<br>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .<br>
<br>
<b>Drug and Alcohol Policy</b><br>
<br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.<br>
<br>
<b>Wells Fargo Recruitment and Hiring Requirements:</b><br>
<br>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.<br>
<br>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Senior Investment Portfolio Control Consultant

GuideStone Financial Resources

<div><div>Experience GuideStone!</div><div>
We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.</div><div></div><div>
What We Offer You!</div><div>
We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.</div><div></div><div>
The Associate Investment Analyst supports the Portfolio Manager by conducting research and analytics to aid the portfolio management function. This position provides an opportunity to develop investment expertise and contribute to the asset allocation of institutional pools of capital, including endowments, foundations, and operating reserves.</div><div></div><div>
What You'll Do</div><ul><li>
Support portfolio management and asset allocation efforts in assigned area, building strong analytical and software capabilities</li><li>
Assist Portfolio Manager in running portfolio, performance, liquidity, exposure-based, and risk analytics across portfolios</li><li>
Monitor portfolios daily to ensure compliance with all guidelines</li><li>
Prepare and present detailed portfolio management updates and recommendation memos for senior leadership and the Investment Committee</li><li>
Assist in developing investment themes and identifying market inefficiencies across global alternative strategies</li><li>
Occasionally attend conferences and industry events for market intelligence</li><li>
Collaborate with legal, compliance, and finance teams to ensure proper management of portfolios and policy adherence</li><li>
Build advanced analytical skills and contribute to macroeconomic discussions</li><li>
Participate in team discussions across equity, debt, real assets, and hedge funds, offering feedback and challenging investment theses</li></ul><div></div><div>
What You'll Need</div><ul><li>
2 years of investment industry experience preferred; 1 year of manager due diligence experience is also preferred</li><li>
Bachelor&rsquo;s degree required</li><li>
CFA or CAIA designation (or in progress) preferred</li><li>
Good understanding of investment strategies and terminology</li><li>
Proficiency in quantitative evaluation methods and statistical analysis</li><li>
Strong written and verbal communication skills</li><li>
Ability to conduct independent research and develop well-supported recommendations</li><li>
Experience with Addepar, Bloomberg, Style Advisor, and/or Preqin is a plus</li><li>
Proficient skills in MS Office and appropriate GuideStone system applications</li><li>
Must maintain complete confidentiality regarding GuideStone business matters</li></ul><div></div><div>
#LI-HM1</div><div>
#LI-Hybrid</div></div><div></div>

Associate Investment Analyst, GSIS Portfolio Management

WSFS Bank

<div><div>Job Description</div><div>
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.</div><div></div><div>
The Manager Research Analyst reports to the Director of Alternative Investments and Manager Research and may functionally report to Director of Advisory Services. The Analyst will be responsible for conducting comprehensive portfolio due diligence, evaluating investment opportunities, and monitoring market trends. This role requires attention to details and analytical independent judgement and decision. The incumbent will have communication with senior investment personnel internally and third-party investment managers. In addition, the incumbent will work with the Director of Alternative Investment and Manager Research and Senior Research Analyst.</div><div><br>
Job Responsibilities:</div><ul><li>
Portfolio due diligence, reviewing offering documents, due diligence calls, and interfacing with internal and external investment personnel.</li><li>
Meet with prospective fund managers of strategies not currently employed.</li><li>
Conduct reviews of investment opportunities and market trends.</li><li>
Perform portfolio reviews with currently hired managers.</li><li>
Assigned additional duties as deemed necessary by the Director of Manager Research or Senior Research Analyst.</li><li>
Reporting and analysis of current portfolio, including preparation and compiling ad-hoc reports.</li><li>
Support the Investment Committee and Working Groups with documentation, reporting, and recordkeeping.</li><li>
Partner with Client Service and Operations teams to ensure that key subscription and suitability documents and funding commitments are managed efficiently and in a timely manner.</li><li>
Independently analyze investment data from managers to determine compliance with system policies, CFA Institute standards, state and federal laws, and manager investment guidelines.</li><li>
Partner with Compliance and Risk to ensure data integrity, operational controls, and adherence to firm-wide governance standards.</li></ul><div></div><div>
Minimum Qualifications:</div><ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field.</li><li>
1-3 years of experience in the investment industry.</li><li>
Interest in investments and capital markets.</li><li>
Must have an advanced level in Microsoft Office suite, including analyzing data and using formulas in Excel, drafting documents in Word, and creating PowerPoint presentations.</li><li>
Progress towards CFA designation is preferred.</li><li>
Familiarity with Bloomberg, Morningstar and FactSet is a plus.</li><li>
Ability to manage competing priorities in a dynamic, fast-paced environment.</li><li>
High attention to detail and commitment to accuracy, integrity, and process excellence.</li><li>
Must be collaborative and solutions-driven with the ability to work effectively across functions.</li><li>
Must have excellent verbal and written communication and interpersonal skills, with the presence to engage with senior leadership and external partners.</li><li>
Must have a high level of initiative, adaptable and proactive in a dynamic, fast-paced environment.</li></ul><div></div><div>
Salary Range:</div>
$62,918.00 - $103,365.50<div></div><div>
Individual base pay may vary on additional factors such as the candidate&rsquo;s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.</div><div></div><div>
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate&rsquo;s location and employment status. For more information about Associate benefits, please visit <div>https://www.wsfsbank.com/about/careers/</div></div><div></div><div>
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.</div><div></div><div>
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.</div></div>

Manager Research Analyst

Judson Group

<div>
 <p>
  Judson Group has partnered with a leading $29B+ national RIA in their search for an
  <strong>
   Associate Wealth Manager
  </strong>
  &mdash; a high-impact opportunity for an ambitious professional who&rsquo;s ready to deepen client relationships, grow their planning expertise, and advance toward a future advisory role.
 </p>
 <p>
  <br/>
 </p>
 <p>
  As an Associate Wealth Manager, you&rsquo;ll work alongside some of the industry&rsquo;s most talented senior advisors, helping to manage existing client relationships while taking on new ones as your experience grows. You&rsquo;ll develop comprehensive financial plans, deliver exceptional client service, and play a key role in the ongoing success of the firm&rsquo;s wealth management team.
 </p>
 <p>
  This is a dynamic position offering the perfect blend of mentorship, autonomy, and opportunity for professional growth.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Why You&rsquo;ll Love This Role:
  </strong>
 </p>
 <ul>
  <li>
   You&rsquo;ll directly shape client outcomes, providing guidance that helps families and individuals achieve their financial goals.
  </li>
  <li>
   The firm&rsquo;s commitment to mentorship and career development means you&rsquo;ll have a clear path toward becoming a Lead Advisor.
  </li>
  <li>
   Join a team that values partnership, respect, and shared success &mdash; where your ideas and initiative truly matter.
  </li>
  <li>
   Work for one of the nation&rsquo;s largest independent RIAs with best-in-class technology, research, and planning resources.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What You&rsquo;ll Be Doing:
  </strong>
 </p>
 <ul>
  <li>
   Support senior advisors in all aspects of client relationship management, including complex planning and investment strategies.
  </li>
  <li>
   Take ownership of select existing client relationships and lead new relationships as appropriate.
  </li>
  <li>
   Develop and present financial plans, retirement and cash flow projections, and tax planning recommendations.
  </li>
  <li>
   Conduct investment research and portfolio performance reviews.
  </li>
  <li>
   Manage and respond to client service requests with precision and care.
  </li>
  <li>
   Collaborate closely with advisors, investment strategists, and client service teams to deliver a seamless wealth management experience.
  </li>
  <li>
   Organize, analyze, and interpret client financial data to inform planning and investment decisions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What We&rsquo;re Looking For:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s Degree required; Series 65 and CFP highly preferred.
  </li>
  <li>
   3+ years of client-facing experience in a wealth management or RIA environment.
  </li>
  <li>
   Strong background in financial planning and client relationship management.
  </li>
  <li>
   Excellent communication skills with an ability to explain complex concepts clearly.
  </li>
  <li>
   Proficiency with CRM and financial planning tools.
  </li>
  <li>
   Strong attention to detail, initiative, and the ability to balance multiple priorities.
  </li>
  <li>
   Collaborative mindset and a genuine desire to work as part of a team.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Compensation &amp; Benefits:
  </strong>
 </p>
 <ul>
  <li>
   Highly competitive base salary + bonus opportunities
  </li>
  <li>
   Full suite of benefits
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Location:
  </strong>
  Bellevue, Washington
 </p>
</div>


Associate Wealth Manager

Rhapsody VP

<div><p><b>Your Mission: </b>Find the next startup to become part of the Rhapsody portfolio! Nurture and expand cooperation between industry and science-based startups to help bring transformational technologies from lab to market.
</p><p><b>Rhapsody&rsquo;s World:</b></p>
Supporting the commercialization of &ldquo;hard-tech&rdquo; innovations - such as new materials, manufacturing processes, and system architectures <ul><li>- through investment and operational support.</li><li>
Enabling collaborations between startups and industry partners to ensure that startups can bring their world-changing innovations to market successfully.</li><li>
Alongside Rhapsody&rsquo;s startup investment activity, we&rsquo;ve built an innovation ecosystem in which we work intimately with leading corporations around the globe to nurture relationships with innovation sources (startups and universities). This ecosystem has grown rapidly, helping the startups we work with to thrive.</li></ul><p><b>
You Are:</b></p><ul><li><b>
A graduate of a top school with a degree in engineering or in applied science.
</b></li><li>Experienced in working with customers, either in consulting or another client-facing role where you honed your interpersonal and communication skills.</li><li>
At home in the world of science and engineering. You have a deep curiosity for how the world works and how it is changing.</li><li>
Capable of engaging in purposeful discussion with executives from multinationals and startups alike. You care about their success and want to see breakthrough technologies commercialized to benefit society.</li><li>
Comfortable working in a fast-pace, entrepreneurial culture where decisions are made quickly and where you are given broad autonomy to get your work done.</li></ul><p><b>
Your Role:</b></p><ul><li>
Source, diligence and invest in a startup &ndash; find our next investment!</li><li>
Work directly with large companies and startups to support the ecosystem in a structured program. In most cases you will be working with CTOs and their senior staff to make connections to strategically relevant sources of innovation.</li><li>
Own relationships with select industry partners and help grow the ecosystem.</li><li>
Join one of the startups in our portfolio to do operational work such as business development, marketing and strategic planning.</li></ul><p><b>
If you&rsquo;re curious about hard tech VC, please reach out!</b></p><p>
If you have the right general background, we will get in touch and are excited to speak with you.</p><p></p><p><b>
About Rhapsody Venture Partners</b></p><p>
Rhapsody Venture Partners is a venture investor in Cambridge, MA that funds early-stage applied science and engineering companies. Rhapsody&rsquo;s team works side-by-side with entrepreneurs to develop industry partnerships that reduce time-to-commercialization and accelerate growth. Learn more at www.rhapsodyvp.com</p><p>
Position is based in Cambridge, MA with domestic and international travel.</p><p>
</p><p>yklWCrt1ya</p></div>

Associate - Venture Capital

Luxoft

<div><div><h5 class="jobSectionHeader"><b>Project description
</b></h5><p>Our Customer is one of the world's largest investment management companies. Based in Southern California, our client manages close to $2 trillion in assets and is looking for a new partner to participate in a full scale upgrade of their technology. We are looking for talented and ambitious people to work on the first engagement in the client's offices near Los Angeles, California.<br>
<br>
This position is to provide design for Investment Group Technology applications.
</p></div><div><h5 class="jobSectionHeader"><b>Responsibilities</b></h5>
<div><div><p>Collaborating with product management and engineering to define and implement innovative solutions for the product direction, visuals and experience.
</p></div><div><p>Executing all visual design stages from concept to final hand-off to engineering (process flows, sketches, scenarios, wireframes, navigation models, visual design).
</p></div><div><p>Conceptualizing original ideas that bring simplicity and user friendliness to complex design roadblocks.
</p></div></div></div><div><h5 class="jobSectionHeader"><b>Skills</b></h5>
<p>Must have
</p><div><div><p>Obsessed with good user-centered design practices and are detail-oriented.
</p></div><div><p>Must have a strong UI/UX design portfolio.
</p></div><div><p>Solid experience in creating process flows, sketches, scenarios, wireframes, navigation models and visual design.
</p></div><div><p>Must be able to present ideas creatively and effectively.
</p></div><div><p>Must be up to date with latest UI trends, technologies and design practices.
</p></div></div><p>Nice to have
</p><div><div><p>n/a
</p></div></div></div><div><h5 class="jobSectionHeader"><b>Other</b></h5>
<div><div><div><p>Languages</p>
<p>English: C1 Advanced
</p></div></div><div><div><p>Seniority</p>
<p>Senior</p></div></div></div></div></div>
<br><div><div><div><p>Los Angeles, United States of America
</p></div><p>Req. VR-119745
</p></div><div></div><div><div><p>UI/UX Design
</p></div><div><p>BCM Industry</p>
</div><div><p>12/12/2025
</p></div><div><p>Req. VR-119745</p></div></div></div><p></p>

UI/UX designer

Explore 7648+ Senior investment portfolio control consultant in Training Jobs In Training Jobs In Person Jobs In Training Jobs In Person Jobs In United States this December. Find roles across top companies and apply now to boost your career.