Wealth Management Jobs
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Trust Manager Bank Trustee
As a Trust Manager, you will play a crucial role in the onboarding process of new trust clients. You will be responsible for ensuring a seamless and efficient transition for clients, providing them with the highest level of service and support. Your key responsibilities will include:Client Onboarding: Manage the end-to-end onboarding process for ne...
Fund Product Specialist International PB
Our client is a global financial services firm with strong growth in recent years. They cater to private client needs with a world-class range of investment solutions and products across all asset classes. To support their expansion plan, they are now inviting an experienced producnt specialist to join their team. Job Duties: Generate investment i...
Crypto Fund Operations Director- Remote
ResponsibilitiesManage day-to-day fund operations with different vendors and service providers (banks, custodians, fund administrators, legal advisors, tax advisors, auditors and more), gaining exposure to all facets of the fundManage regulatory filings, annual tax and audit activities, and maintain internal databases on allrelevant operational fil...
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Director, Fund Operations and Settlements
About the company: Leading Wealth Management Service ProviderResponsibilities: Oversee daily operations of international public and private funds (share registration, dividends, liquidation, reconciliation, fee calculation).Handle daily payments and fee settlements with custodians.Configure and maintain system parameters.Prepare and manage various ...
Private Wealth Operations Analyst
A top hedge fund in Boston ($12 bil AUM) is looking to bring on a new Investment Operations Analyst (Private Wealth) to their team. You will be responsible for all operations related to financial reports and data related to partner investments. Responsibilities:Prepare cash flow and net worth financial statements for partners (HNW individuals)Recon...
Sales Support/Client Onboarding Trust Company
ResponsibilitiesCollaborate with Business Development Directors to draft proposals and letters of engagement for new business opportunities.Inform new clients about due diligence and other requirements for new client acceptance.Create and customize external sales presentations as needed, including pitch decks and key onboarding documents.Update and...