Wealth Management Jobs in Stamford
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Search Results - Wealth Management Jobs in Stamford
Deloitte-Stamford
Position Summary
Enterprise Operations & Risk – Wealth Management and Trust Operations – Investment Management Manager
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory...
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Investment Boutique in Stamford, CT-Stamford
is on-site in North Stamford, CT. Opening is for EXPERIENCED project managers/assistants.
Our Company
We are a wealth management fiduciary boutique located in N. Stamford, CT serving high-net-worth families.
Job Summary
We are seeking an experienced...
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Deloitte-Stamford
Position Summary
Enterprise Operations & Risk – Wealth Management and Trust Operations – Investment Management Senior Consultant
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving...
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Atlas Search-Stamford
Our client, a financial technology company serving wealth management firms and financial advisors, is hiring a Portfolio Reporting & Data Analyst for its Stamford, CT office. The role sits at the intersection of finance and technology: you'll...
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Benchmark IT-Stamford
to foster and maintain effective relationshipsStrong understanding of financial instrumentsExperience with RIA/wealth management policies, procedures, and client serviceExperience working with wirehouses or custodiansOrganized and self-motivated...
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Atlas Search-Stamford
team. This position offers the opportunity to work at the intersection of investment management, financial reporting, and technology, supporting wealth managers, RIAs, family offices, and institutional clients.
Key Responsibilities
• Analyze...
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Equitable Advisors-Stamford
Advisors offers a structured path to becoming a wealth manager through licensing and employment.
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Role Highlights
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• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure...
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Robert Half-Stamford
A PE backed wealth management firm in Stamford, CT is looking to add an Entry-Level Accountant to its growing team. This is a great opportunity for someone looking to start their accounting career in a professional, fast-paced environment and gain...
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Deloitte-Stamford
and impact strategy, operations, performance and reputation.
Qualifications
Required
Bachelor’s degree.2+ years of experience in financial services or consulting with exposure to investment management operations, such as asset managers, wealth...
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Equitable Advisors-Stamford
a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress...
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Deloitte-Stamford
or back-office operations.Experience in one or more of the following: asset management, wealth management, hedge funds, private equity, or operational risk and controls in investment management.Experience with transfer agency processes in at least one...
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Smith & Wilkinson-Stamford
through a full suite of competitive loan, deposit, and wealth management products and services. The bank is in strong financial condition, with good earnings, efficiency, asset quality, and capital. FCB operates 13 retail locations in Fairfield County...
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Deloitte-Stamford
investment and wealth management and insurance, but will expand over time.Strong analytical rigor paired with sound judgment about when a signal or model is ready to ship versus needing further refinement.Comfortable moving between hands-on technical work...
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Green Key Resources-Stamford
or operational functions within a family office or wealth management environment. Providing tax and financial services to high-net-worth or ultra-high-net-worth individuals.
• Exceptional attention to detail and a strong commitment to accuracy.
• Strong...
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Northwestern Mutual-Stamford
disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management...
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