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Assistant VP / Vice President, Omni-Channel Agile, AVP, VP, Omni-Channel Agile Team, Affluent Client Group, Private Wealth
United Overseas Bank Limited
Banking
Financial Services
Investment Banking
Central Region (City Area) – RemoteFull-time
Mid-level
Business Operations
H1B Visa Sponsor
UK Visa Sponsor
Lead omni-channel business transformation and branch service optimisation across UOB's branch network, using agile methods to improve customer experience and operational efficiency. Collaborate with business, technology and support functions to design customer journeys, implement digitisation and automation, and ensure compliance with regulatory and governance standards.
data analytics
automation
digitisation
+2 more
Operations Manager-Advisory Billing
Stifel Financial Corp.
Financial Services
Investment Banking
Wealth Management
Saint Louis, Missouri – OfficeFull-time
Mid-level
Operations
H1B Visa Sponsor
Manage and provide leadership to the Advisory Billing team to ensure advisory accounts are billed accurately and on time. Oversee audits, process improvements, policy maintenance, and delivery of audit and reporting requests.
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
+1 more
Wealth Solutions Product Manager
Brinker Capital Investments
Financial Services
Investment Management
Wealth Management
King of Prussia, Pennsylvania – Hybrid$105k - $162k
Full-time
Mid-level
Product Adoption Specialist
Manage and enhance wealth management capabilities and advisor-facing products across the Orion Wealth platform, collaborating with cross-functional teams to launch and scale offerings. Focus on product strategy, go-to-market, reporting, and advisor enablement to drive growth and operational efficiency.
$105k - $162k
Microsoft Excel
PowerPoint
Word
+4 more
Program Manager, Mariner Academy
Mariner Wealth Advisors
Financial Services
Wealth Management
Investment Management
Remote$97k - $120k
Full-time
Mid-level
Technical Program Manager
The Program Manager leads operational execution and learner experience for Mariner Academy cohorts while partnering with the Executive Director to drive cross-functional initiatives and scalability. The role manages logistics (onsite and virtual), vendor and budget relationships, technology/data efforts, brand stewardship, and program measurement.
$97k - $120k
LMS
CRM
dashboards
+4 more
Salesforce Platform Manager (Development & Business Systems)
Grimes & Company Wealth Management LLC
Financial Services
Wealth Management
Remote
Full-time
Mid-level
Platform Engineer
Lead design and maintenance of the Salesforce environment, focusing on data integrity, architecture, automations, and integrations. Collaborate with business stakeholders and IT to deliver scalable solutions, reporting, and user support across the firm.
Salesforce
Apex
SOQL
+8 more
Business Manager, Client Management Frameworks (Assistant Vice President)
Bank of Singapore Limited
Banking
Financial Services
Private Banking
RemoteFull-time
Mid-level
Business Operations
The Business Manager will drive the design, implementation, governance, and ongoing management of business frameworks and strategic initiatives across the Front Office.
Staff Product Manager - Developer Experience, CI, & CD
Addepar
Financial Services
Software
Wealth Management
New York, New York – Office$142k - $223k
Full-time
Leadership
Chief of Staff
H1B Visa Sponsor
This role involves defining and driving the roadmap for tools used by engineers at Addepar, including CI pipelines and deployment tooling. The position requires close collaboration with engineering leads to translate developer pain points into a prioritized roadmap.
$142k - $223k
Salesforce Platform Manager (Development & Business Systems)
Grimes & Company Wealth Management LLC
Financial Services
Wealth Management
Westborough, Massachusetts – RemoteFull-time
Mid-level
Business Analyst
The Salesforce Platform and Data Manager will design, develop, and maintain Salesforce solutions to support advisors, operations teams, and client service professionals.
Tax Administration & Operations Manager
Focus Partners Wealth LLC
Financial Services
Wealth Management
St. Louis, Missouri – Hybrid$80k - $95k
Full-time
Mid-level
Operations
Focus Partners is seeking a Tax Administration & Operations Manager to join our team, responsible for overseeing the tax return pipeline and driving operational excellence.
$80k - $95k
Sr. Talent Program Manager - Early Careers
Addepar
Financial Services
Software
Wealth Management
Remote$118k - $147k
Full-time
Senior
Human Resources (HR)
H1B Visa Sponsor
The Sr. Talent Program Manager will shape the global early careers experience by designing structured internship and graduate programs and building university partnerships.
$118k - $147k
Recruiting Coordinator (Project Employee)
Addepar
Financial Services
Software
Wealth Management
Remote$53k - $83k
Full-time
Mid-level
Human Resources (HR)
H1B Visa Sponsor
As a Recruiting Coordinator, you will manage interview logistics and enhance the candidate experience in a fast-paced environment. This role is crucial for attracting and engaging top talent at Addepar.
$53k - $83k
Sr. Talent Program Manager - Early Careers
Addepar
Financial Services
Software
Wealth Management
Remote$118k - $147k
Full-time
Senior
Human Resources (HR)
H1B Visa Sponsor
The Sr. Talent Program Manager will shape the global early careers experience by designing internship and graduate programs and building university partnerships.
$118k - $147k
Sandbox and Platform Services Product Manager
Addepar
Financial Services
Software
Wealth Management
Colorado – Hybrid$178k - $223k
Full-time
Mid-level
Platform Engineer
H1B Visa Sponsor
As a Senior Product Manager, you will prioritize initiatives across Platform Services and execute the product roadmap to improve developer and end customer satisfaction. You will also create onboarding experiences and build self-serve capabilities for users.
$178k - $223k
APIs
CI/CD workflows
Director of Engineering
Addepar
Financial Services
Software
Wealth Management
Remote$214k - $335k
Full-time
Mid-level
Art Director
H1B Visa Sponsor
As the Director of Engineering, you will manage a multi-disciplinary team and drive the technical vision for Addepar's Institutional segment. You will be responsible for establishing engineering goals and collaborating with various teams to execute product roadmaps.
$214k - $335k
Performance Marketing Manager - Partnerships
Addepar
Financial Services
Software
Wealth Management
New York, New York – Office$94k - $148k
Full-time
Mid-level
Art Director
H1B Visa Sponsor
The Performance Marketing Manager, Partnerships is responsible for driving the growth and success of partnerships at Addepar through data-driven marketing strategies and cross-functional efforts.
$94k - $148k
Performance Marketing Manager - SFOs
Addepar
Financial Services
Software
Wealth Management
Remote$94k - $148k
Full-time
Mid-level
Performance Marketing
H1B Visa Sponsor
As a Performance Marketing Manager, you will build and manage multi-channel demand generation efforts tailored to the Single Family Office segment. This role requires a strong background in B2B performance marketing and collaboration with cross-functional teams.
$94k - $148k
UHNW Operations Consultant (Remote)
Wealth Enhancement Group
Financial Services
Investment Management
Wealth Management
Remote$120k - $150k
Full-time
Mid-level
Operations
H1B Visa Sponsor
This senior-level role involves designing and executing tailored reporting solutions for complex UHNW clients. The position is remote and focuses on enhancing operational processes and performance reporting.
$120k - $150k
Sr. Product Marketing Manager - Enterprise and Institutions
Addepar
Financial Services
Software
Wealth Management
Remote$159k - $199k
Full-time
Mid-level
IT Support
H1B Visa Sponsor
In this strategic role, you will be responsible for developing and executing product marketing strategies for enterprise and institutional clients. You will work closely with product, sales, and marketing teams to drive growth and enhance client engagement.
$159k - $199k
Head of Demand Generation
Addepar
Financial Services
Software
Wealth Management
New York, New York – Office$200k - $260k
Full-time
Mid-level
Operations
H1B Visa Sponsor
As the Head of Demand Generation, you will oversee global demand programs and collaborate with cross-functional teams to drive pipeline growth and brand equity. This role requires a strategic approach to marketing and demand generation in a B2B SaaS environment.
$200k - $260k
Head of Brand and Content
Addepar
Financial Services
Software
Wealth Management
Office$168k - $262k
Full-time
Mid-level
Brand Ambassador
H1B Visa Sponsor
In this role, you will lead a team to build a world-class brand and scale a modern content engine. You will oversee brand identity, creative direction, and content strategy to ensure a consistent voice across all touchpoints.
$168k - $262k