wealth advisor

AllianceBernstein

<div>What You&rsquo;ll Do:
The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients&rsquo; inner circle, the Wealth Advisor intimately understands each client&rsquo;s values, lifestyle and philanthropic goals. They connect clients to the firm&rsquo;s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients&rsquo; financial well-being while standing out among a crowded field.
What We&rsquo;re Looking For:
What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:<ul><li>
Entrepreneurial Spirit</li><li>
Intellectual Curiosity</li><li>
High Emotional Quotient (&quot;EQ&quot;)</li><li>
Determination and Relentless Drive for Success</li><li>
Spirit of Generosity in Working With and Within Their Community</li><li>
Excellent Interpersonal and Communication Skills</li><li>
Structure and Discipline</li></ul>
...and the following qualifications:<ul><li>
An existing network that can be continuously cultivated and expanded within the community</li><li>
Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors</li><li>
Comfortable interacting with individuals of significant wealth</li><li>
Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions</li><li>
Trustworthiness and personal integrity that is beyond reproach</li><li>
Strong academic credentials</li><li>
A passion for investing and for people</li></ul>
Who We Are:
Bernstein Private Wealth Management advises high-net-worth clients on planning for&mdash;and living with&mdash;the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients&rsquo; values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
What We Stand For:
TRUSTWORTHINESS&mdash;We are accountable. Integrity, transparency and reliability are core to our business model.
INNOVATION&mdash;We&rsquo;re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
TEAMWORK&mdash;We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
EQUITY&mdash;We are committed to building a culture of diverse perspectives &ndash; one where all employees feel valued and are treated fairly.
COMMUNITY&mdash;We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
RESPONSIBILITY&ndash;We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.
Our Market-Leading Training Program:
We do not take our success for granted. The firm&rsquo;s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn&rsquo;t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.
For further important information about AllianceBernstein please click here http://www.alliancebernstein.com/disclaimer/email/discla
Stamford, Connecticut</div>

Bernstein Wealth Advisor

Huntington Bank

<div><h1 class="jobSectionHeader">Description</h1>
Summary:
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client&rsquo;s Wealth Plan.
Duties and Responsibilities:
<ul><li>Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client&rsquo;s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.</li><li>
Self-acquires new business by being active and well connected in the community and with external centers of influence.</li><li>
Responsible for providing legendary client service to retain client relationships.</li><li>
Builds strong relationships across all Huntington business segments to deepen client relationships.</li><li>
Works with relationships of moderate to high complexity.</li><li>
Knowledgeable on key compliance and regulatory requirements.</li><li>
Performs other duties as assigned.</li></ul>
Basic Qualifications:
<ul><li>Bachelor&rsquo;s Degree</li><li>
State Life and Health Licenses required to be obtained within 90 days of hire</li><li>
At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.</li><li>
NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
</li></ul>Preferred Qualifications:
<ul><li>Securities and life insurance licenses.</li><li>
Demonstrated success working with high net worth clients.</li><li>
Proven ability to build strong relationships with clients.</li><li>
Excellent written and verbal communication skills.</li><li>
Ability to multi-task.</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Private Bank Wealth Advisor III

Mercer Advisors

<div><div>Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div> 
Job Summary:

The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. The role supports a Senior Wealth Advisor and an existing book of business and is designed to be developmental for the Associate while providing leverage to the Senior Wealth Advisor.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. 

Key Responsibilities and Duties
<ul>
<li>Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor's capacity for client growth.</li>
<li>Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.</li>
<li>Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.</li>
<li>Understands and deploys Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.</li>
<li>Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.</li>
<li>Ensures adherence to compliance and regulatory policies as well as company standards of client care</li>
<li>Acts as a fiduciary, placing client interests and outcomes first</li>
</ul>
Required Knowledge, Skills and Abilities:

Education:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus</li>
</ul>
Experience:
<ul>
<li>At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)</li>
</ul>
Certifications/Licenses:
<ul>
<li>Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).</li>
<li>Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)</li>
</ul>
Skills &amp; Competencies:
<ul>
<li>Advanced knowledge of the industry, financial products, and financial planning concepts</li>
<li>Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients</li>
<li>Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients</li>
<li>Experience utilizing financial planning software</li>
<li>Expert at collaboration and willing to help others</li>
<li>Sales aptitude and experience is preferred</li>
<li>An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment</li>
</ul><ul><li>Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews</li>
<li>Comprehensive understanding of compliance requirements</li>
<li>Ability to travel up to 20% as required for client meetings, company training, etc.</li>
</ul>
Location: This is a Hybrid position with a strong preference for candidates to be located in Seattle, WA or Scottsdale, AZ.

Work Schedule: Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client's needs.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting.<div>
Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. 
CCPA Notice at Collection</div></div>

Associate Wealth Advisor (Pacific Time Zone)

Emirates NBD

<div>
 
 
 مستشار إدارة الثروات (Wealth Advisor - Roles can be based in Central, Western and Eastern regions of Saudi Arabia)
 
 
 
 
 نبذة عن الوظيفة
 
 
 
 نبحث عن مستشار ثروات ذو خبرة وحافز عالٍ للانضمام إلى فريقنا. سيكون شاغل الوظيفة مسؤولًا عن بناء والحفاظ على علاقات طويلة الأمد مع عملاء ذوي ثروات مالية مرتفعة (HNWIs). كما سيقدم استشارات مالية مخصصة وخدمات تخطيط الثروات لمساعدة العملاء على تنمية ثرواتهم والحفاظ عليها ونقلها عبر الأجيال.
 
 
 
 المهام والمسؤوليات الوظيفية
 
 
 
 
 التخطيط المالي
 
 
 <ul>
 <li>
 إعداد خطط مالية شاملة تلبي احتياجات العملاء قصيرة وطويلة الأجل.
 </li>
 <li>
 تحليل الوضع المالي الحالي للعملاء وتقديم استراتيجيات استثمارية تتماشى مع أهدافهم.
 </li>
 <li>
 متابعة اتجاهات الأسواق والظروف الاقتصادية والتغيرات التنظيمية لتقديم استشارات دقيقة وملائمة في الوقت المناسب.
 </li>
 </ul>
 
 
 إدارة الاستثمارات
 
 
 <ul>
 <li>
 تصميم وإدارة محافظ استثمارية مخصصة للعملاء، مع مراعاة مستوى تحمل المخاطر والأفق الاستثماري.
 </li>
 <li>
 متابعة وتقييم أداء المحافظ الاستثمارية وإجراء التعديلات اللازمة لتحسين العوائد وإدارة المخاطر.
 </li>
 </ul>
 
 
 إدارة علاقات العملاء
 
 
 <ul>
 <li>
 بناء والحفاظ على علاقات قوية وطويلة الأمد مع عملاء ذوي ملاءة مالية عالية.
 </li>
 <li>
 عقد اجتماعات دورية مع العملاء لفهم أهدافهم المالية ومستوى تحمل المخاطر وتفضيلاتهم الاستثمارية.
 </li>
 <li>
 تقديم تواصل مستمر واستباقي وتحديثات منتظمة حول المحافظ الاستثمارية والخطط المالية
 </li>
 </ul>
 
 
 تطوير الأعمال
 
 
 <ul>
 <li>
 تنفيذ عمليات البيع المتقاطع والبيع الإضافي للمنتجات والخدمات المالية للعملاء الحاليين لتعزيز العلاقات وزيادة القيمة.
 </li>
 <li>
 تطوير وتنفيذ استراتيجيات لتحقيق الأهداف البيعية الفردية والجماعية.
 </li>
 </ul>
 
 
 الامتثال والتوثيق
 
 
 <ul>
 <li>
 ضمان التزام جميع التعاملات مع العملاء والخطط المالية بالأنظمة والتعليمات الرقابية المعمول بها.
 </li>
 <li>
 الحفاظ على سجلات دقيقة ومحدثة لتفاعلات العملاء والخطط المالية والمحافظ الاستثمارية.
 </li>
 </ul>
 
 
 المتطلبات
 
 
 <ul>
 <li>
 درجة الماجستير في المالية أو درجة البكالوريوس في المالية أو أي تخصص ذي صلة.
 </li>
 <li>
 إجادة اللغة الإنجليزية تُعد ميزة إضافية.
 </li>
 <li>
 CMA الحصول على مؤهلات مهنية مثل شهادة
 </li>
 <li>
 خبرة لا تقل عن 3 سنوات في وظيفة مشابهة في البنوك أو مؤسسات إدارة الثروات.
 </li>
 <li>
 خبرة في المبيعات وتطوير الأعمال.
 </li>
 <li>
 خبرة لا تقل عن 3 سنوات في إدارة منتجات الاستثمار.
 </li>
 <li>
 خبرة واسعة في مجالات العمل المصرفي المختلفة مثل التجزئة وإدارة الثروات.
 </li>
 <li>
 مهارات تواصل وعرض متميزة، ومهارات علاقات شخصية عالية تُعد أساسية لهذا الدور.
 </li>
 <li>
 القدرة على الإشراف وإدارة الفرق، مع مهارات تواصل فعالة شفهيًا وكتابيًا.
 </li>
 </ul>
 
 
 
 
 We are seeking a motivated and experienced Wealth Advisor to join our team. In this role, you will be responsible for building and maintaining long-term relationships with high-net-worth individuals (HNWIs). You will provide tailored financial advice, and wealth planning services to help clients grow, preserve, and transfer their wealth.
 
 
 
 
 
 
 
 
 
 On a day to day basis, your role will involve 5 main areas of responsibility and activity:
 
 
 
 
 
 
 
 Financial Planning
 
 
 
 - Create comprehensive financial plans that address clients&rsquo; short-term and long-term financial.
 
 
 - Analyze clients&rsquo; current financial situation and recommend investment strategies that align with their objectives.
 
 
 - Stay informed about market trends, economic conditions, and regulatory changes to provide timely and relevant advice.
 
 
 
 Investment Management
 
 
 
 - Design and manage customized investment portfolios for clients, considering their risk tolerance and investment horizon.
 
 
 - Monitor and review portfolio performance, making adjustments as necessary to optimize returns and manage risk.
 
 
 
 Client Relationship Management
 
 
 
 - Develop and maintain strong, long-term relationships with HNW clients.
 
 
 - Conduct regular meetings with clients to understand their financial goals, risk tolerance, and investment preferences.
 
 
 - Provide ongoing, proactive communication and updates on clients&rsquo; portfolios and financial plans.
 
 
 
 Business Development
 
 
 
 - Cross-sell and up-sell financial products and services to existing clients to deepen relationships and enhance value.
 
 
 - Develop and execute strategies to meet individual and team revenue goals.
 
 
 
 Compliance and Documentation:
 
 
 
 - Ensure all client interactions and financial plans adhere to regulatory and compliance standards.
 
 
 - Maintain accurate and up-to-date records of client interactions, financial plans, and investment portfolios.
 
 
 
 
 
 
 To be successful in this role, you will need the following skills and experience:
 
 
 <ul>
 <li>
 
 A Saudi National. No other nationalities will be considered.
 
 </li>
 <li>
 MBA in Finance or Bachelor&rsquo;s degree in finance or other relevant majors.
 </li>
 <li>
 English language is an advantage.
 </li>
 <li>
 Must have professional qualifications - e.g. CMA accreditations.
 </li>
 <li>
 Minimum 3 years of similar experience in other banks or wealth management institutions.
 </li>
 <li>
 Experience in Sales and Business Development.
 </li>
 <li>
 Experience in investment product management of at least 3 years.
 </li>
 <li>
 Experience across a wide range of Banking areas, e.g. Retail, wealth management.
 </li>
 <li>
 Excellent communication and presentation skills interpersonal skills are essential for this role.
 </li>
 <li>
 Supervisory ability and experience; effective communication skills both orally and in writing.
 </li>
 </ul>
 
 
</div>

Wealth Advisor - Position open to Saudi Nationals

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
Job Profile Summary
Provide strategic leadership for the achievement of business unit objectives in line with Fidelity&rsquo;s overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty.
Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertise We&rsquo;re Looking For<ul><li>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</li><li>
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>
A sound understanding of the Broker/Dealer and RIA marketplace</li><li>
Bachelor&rsquo;s Degree required</li></ul>
The Purpose of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skills You Bring<ul><li>
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul>
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver<ul><li>
You are helping families grow and protect their assets by:</li><li>
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>
Developing a comprehensive wealth and financial plan intended to organize the client&rsquo;s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul>
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</div>

VP, Private Wealth Management Advisor - Charlotte, NC

JPMorganChase

<div>JOB DESCRIPTION 
The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence. You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry&rsquo;s most significant technology advancements, championing engagement and adoption at every stage.
Key Responsibilities
Strategic Leadership &amp; Advisor Engagement<ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul>
Program Management &amp; Delivery<ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul>
Stakeholder Communication &amp; Alignment<ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul>
Data-Driven Insights &amp; Continuous Improvement<ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul>
Required Qualifications
<ul><li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul>
Preferred Qualifications:
<ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment</li></ul>
ABOUT US 
<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><div>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.
<div>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.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
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>

ConnectWealth NY | Program and Advisor Experience Lead (Vice President)

Goldman Sachs

<div>
 
 Job Description
 
 
 
 
 Wealth Management
 
 
 
 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.
 
 
 
 Personal Wealth (PW)
 
 
 
 Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PW Teams work with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Advisors deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax-efficient solutions, 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.
 
 
 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. Additionally, analysts are responsible for the onboarding of client relationships, ensuring we meet our client's investment objectives, managing fraud, liquidity management, and ongoing relationship management.
 
 
 
 How You Will Fulfill Your Potential
 
 
 
 <ul>
 <li>
 Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.
 </li>
 <li>
 Portfolio Oversight &amp; Optimization: Proactively monitor client portfolios, meticulously assessing manager performance, identifying strategic re-balancing opportunities, and recommending tactical investment ideas to optimize returns and manage risk effectively.
 </li>
 <li>
 Tailored Investment Strategy Development: Design and create bespoke asset allocation proposals for new clients, integrating a broad spectrum of managers, investment styles, and vehicles. Ensure these strategies align perfectly with client risk profiles, investment objectives, and the firm&rsquo;s strategic market views.
 </li>
 <li>
 Impactful Client Communication: Prepare compelling, client-facing materials that clearly depict asset allocation strategies, detailed portfolio and risk analytics, historical performance, and insightful economic and market reviews, enhancing client understanding and engagement.
 </li>
 <li>
 Rigorous Investment Due Diligence: Conduct thorough due diligence on both internal and third-party investment opportunities across public and private markets, ensuring all recommendations meet the highest standards of quality and suitability.
 </li>
 <li>
 Market Insight Synthesis &amp; Communication: Synthesize complex research material into clear, actionable insights and effectively communicate the firm's strategic views to clients, empowering informed decision-making.
 </li>
 <li>
 Business Development &amp; Growth: Actively support business development efforts by conducting in-depth research on qualified prospects and meticulously tracking relevant capital raises, contributing directly to the expansion of our client base.
 </li>
 <li>
 Trade Execution &amp; Market Access: Facilitate the execution of trades on behalf of clients across a diverse range of products, including equities, equity options, fixed income, and currencies, ensuring seamless market access and efficient transaction processing.
 </li>
 <li>
 Seamless Client Onboarding: Plan and meticulously manage the new account onboarding process, ensuring a smooth, efficient, and positive experience for new clients.
 </li>
 <li>
 Client Reporting &amp; Digital Engagement: Provide comprehensive overviews of client reporting capabilities and web functionalities to potential new clients, showcasing our commitment to transparency and cutting-edge digital solutions.
 
 
 </li>
 </ul>
 
 Skills &amp; Experience We Are Looking For
 
 
 
 We are seeking a highly driven and intellectually curious professional with a profound passion for financial markets and a commitment to delivering exceptional client service. The ideal candidate will thrive in a fast-paced, collaborative environment, bringing a blend of analytical rigor, strong communication, and commercial acumen.
 
 
 <ul>
 <li>
 Academic Foundation: Possess a bachelor&rsquo;s degree from an accredited institution, providing a strong analytical and conceptual foundation for a career in finance.
 </li>
 <li>
 Dynamic Environment Adaptability: Demonstrate a proven ability to excel in a fast-paced, high-pressure environment, maintaining clarity of thought and effectiveness under demanding circumstances.
 </li>
 <li>
 Market Acumen &amp; Investment Instinct: Exhibit a strong, demonstrable interest in the financial markets, coupled with sound investment sense and commercial instinct to identify opportunities and navigate complexities.
 </li>
 <li>
 Collaborative &amp; Agile Team Player: Possess the ability to effectively multi-task and seamlessly collaborate with numerous colleagues and desks across the Firm, fostering a cohesive and productive work environment.
 </li>
 <li>
 Exceptional Communication Skills: Command strong verbal and written communication skills, capable of articulating complex financial concepts clearly, concisely, and persuasively to diverse internal and external stakeholders.
 </li>
 <li>
 Organizational &amp; Interpersonal Excellence: Demonstrate strong organizational skills, meticulous attention to detail, and superior interpersonal abilities to build rapport and manage relationships effectively.
 </li>
 <li>
 Essential Certifications: Hold or be prepared to obtain within three months of employment the SIE, Series 3, 7, and 63 licenses, underscoring your commitment to regulatory compliance and foundational securities knowledge.
 
 
 </li>
 </ul>
 
 About Goldman Sachs
 
 
 
 At Goldman Sachs, we commit to 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.
 
 
 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.
 
 
 We&rsquo;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.html
 
 
 &copy; The Goldman Sachs Group, Inc. All rights reserved.
 
 
 Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
 
 
 
 Salary Range
 
 
 
 The expected base salary for this Seattle, Washington, United States-based position is $60000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 
 
 
 Benefits
 
 
 
 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, Personal Wealth Financial Analyst - Seattle

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