Wealth Management Administrative Assistant Vaco LLCWealth Management Administrative AssistantColumbus, OH$65,000–$75,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewDirector, Client Partner EPAM SystemsDirector, Client PartnerColumbus, OHIf you have a track record of growing enterprise relationships in insurance and can bridge the gap between emerging technology and business value, join EPAM as a Director, Client Partner for our Life & Annuities vertical. • Support sales/pre-sales activities by assessing opportunities, responding to RFPs, creating proposals and presentations.
NewAssociate Wealth Advisor CorientAssociate Wealth AdvisorColumbus, OhioCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorColumbus, OH$126,820–$149,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Private Bank Wealth Advisor II Huntington National BankPrivate Bank Wealth Advisor IIColumbus, OhioAt least 3 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. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Private Bank Wealth Advisor II Huntington Bancshares IncPrivate Bank Wealth Advisor IIColumbus, OHAt least 3 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. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the clients Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Senior Wealth Advisor WealthBridge Financial GroupSenior Wealth AdvisorDublin, OH$120,000–$170,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Private Wealth Advisor WealthBridge Financial GroupPrivate Wealth AdvisorLewis Center, OhioJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorColumbus, OH$65,000–$80,200 / yearWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor U.S. BankWealth Management AdvisorColumbus, OhioWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
J.P. Morgan Wealth Management - Private Client Advisor - Pickerington / Canal Winchester - Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Pickerington / Canal Winchester - OhioPickerington, OHFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Dublin, Marysville, Powell - Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Dublin, Marysville, Powell - OhioDublin, OHFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Delaware, Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Delaware, OhioDelaware, OHFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Grove City, Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Grove City, OhioGrove City, OHFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementOhioIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
J.P. Morgan Wealth Management - Private Client Advisor - Hilliard, Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hilliard, OhioHilliard, OHUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - New Albany, Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - New Albany, OhioNew Albany, OHUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Solutions Advisor - PNC Wealth Management PNC BankFinancial Solutions Advisor - PNC Wealth ManagementColumbus, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OHWesterville, OHYou will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Powell, OhioPowell, OHUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Grove City, Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Grove City, OhioGrove City, OHUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementDublin, OHIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementColumbus, OH$75,000–$125,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Solutions Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Solutions Advisor - PNC Wealth ManagementColumbus, OHPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Estate & Wealth Planning Advisor WealthBridge Financial GroupEstate & Wealth Planning AdvisorColumbus, OH$125,000–$185,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. As a Estate & Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions.
NewPremier Mass Affluent Wealth Advisor PNC BankPremier Mass Affluent Wealth AdvisorColumbus, OHPNC Financial Services Group, Inc. is seeking a Premier Client Banker in Columbus, OH to proactively acquire, outreach to, and retain Mass Affluent clients. The role emphasizes relationship management, collaboration with ecosystem partners, and a strong focus on financial wellness and tailored solutions.#J-18808-Ljbffr.
Senior Wealth Analyst CorientSenior Wealth AnalystColumbus, OhioCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Wealth Analyst CorientWealth AnalystColumbus, OhioCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Wealth Management Attorney, Executive Director JPMorgan Chase Bank, N.A.Wealth Management Attorney, Executive DirectorColumbus, OHFull timeMorgan Wealth Management Legal team, you will apply your strong subject matter expertise in securities regulations-including FINRA Rules, Regulation Best Interest, and the Investment Advisers Act-to deliver strategic legal guidance on complex broker-dealer and investment advisory matters. Jersey City,NJ $218,500.00 - $300,000.00 / year; New York,NY $218,500.00 - $300,000.00 / year; Washington,DC $218,500.00 - $300,000.00 / year; Chicago,IL $190,000.00 - $285,000.00 / year .
Product Marketing Strategy - Wealth Management - Vice President JPMorgan Chase & CoProduct Marketing Strategy - Wealth Management - Vice PresidentColumbus, OHIt involves understanding the target market, defining the product value propositions, and developing strategies to promote and sell the products effectively across all stages of the marketing funnel and marketing channels. Morgan Wealth Management marketing organization, based in New York, that focuses on bringing advice-led and self-directed wealth management products to market and ensuring their success.
J.P. Morgan Wealth Management - Vice President, Lending Solutions Sales Strategy & Execution JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Lending Solutions Sales Strategy & ExecutionColumbus, OHFull timeOn behalf of Lending Solutions, you will craft compelling communications, training, and toolkits that build confidence in the field and deepen client conversations around lending solutions, while partnering closely with Divisional leadership and cross functional teams to align initiatives with business goals, resolve production and client service issues, and deliver a seamless front to back experience. Success will be measured by adoption and effectiveness of field content and initiatives, conversion and growth across priority lending products and segments, sales discipline adherence and pipeline health, time to impact for new initiatives and launches, and advisor and client satisfaction with lending enablement.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior AssociateOHAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Columbus, OH JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Columbus, OHColumbus, OHFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OHWesterville, OHFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Assistant General Counsel -- Wealth Management JPMorgan Chase & CoAssistant General Counsel -- Wealth ManagementColumbus, OHAs a Legal Counsel for Wealth Management Investment Solutions (VP) in Asset & Wealth Management, you will provide strategic and day-to-day legal counsel on matters impacting discretionary and non-discretionary advisory strategies for various programs distributed in the U.S. and internationally. In this role, you'll provide strategic legal counsel across broker-dealer, bank fiduciary, and registered investment adviser frameworks, partnering with business and control functions to bring advisory strategies to market responsibly.
Global Wealth Management UBS Group AGGlobal Wealth ManagementColumbus, OHClients rely on this dedicated group to prioritize generational planning, consistent service, clear communication, and tailored solutions designed to grow, protect, and optimize wealth across all stages of life. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
Senior Wealth Strategist Fifth Third BancorpSenior Wealth StrategistColumbus, OH$121,900–$262,100 / yearREQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency (typically from 10+ years of experience), in: Wealth Strategy Expertise: Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs.
NewJ.P. Morgan Wealth Management - Executive Director, Product Manager, Sales Optimization JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Product Manager, Sales OptimizationColumbus, OHChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Shape and scale capabilities that help advisors connect with the right clients at the right time, powered by machine learning and large language models (LLMs).
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateColumbus, OH$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
JPMorganChase Wealth Management - Vice President, Client Safeguarding Team Leader JPMorgan Chase & CoJPMorganChase Wealth Management - Vice President, Client Safeguarding Team LeaderWesterville, OHAs a Vice President, Client Safeguarding Team Lead, you will lead a specialized front-line escalation team within the Wealth Management service organization responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels. Identify trends and recurring drivers of escalations to inform process improvements, controls enhancements, training needs, and client experience improvements; participate in working groups, pilots, and projects supporting the safeguarding operating model.
J.P. Morgan Wealth Management - Associate, Client Safeguarding Lead JPMorgan Chase & CoJ.P. Morgan Wealth Management - Associate, Client Safeguarding LeadWesterville, OHPartner cross-functionally with Wealth Management Client Operations, advisors, servicing teams, risk/control partners, Global Securities & Investigations 'GSI', and/or other partner areas to resolve issues efficiently and protect client assets. As a Client Safeguarding Lead within the Wealth Management service organization, you will serve as a front-line, specialized escalation resource responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels.
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OHWesterville, OHAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades.
NewJ.P. Morgan Wealth Management - Vice President, Product Manager, Sales Optimization JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Product Manager, Sales OptimizationColumbus, OHChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. You will partner with data, analytics, and technology teams to deliver workflow-ready capabilities for advisors, including clear definitions of success metrics and measurement plans.
Director, Wealth Management Strategy Solutions Huntington National BankDirector, Wealth Management Strategy SolutionsColumbus, OhioThe successful candidate will be a growth-oriented executive with demonstrated success leading large-scale strategic initiatives, modernizing wealth platforms, driving enterprise transformation, and delivering measurable business outcomes within a leading wealth management, private banking, investment management, or financial services organization. Reporting directly to the Head of Wealth Management, the Director of Wealth Management Strategy & Solutions serves as a key member of the Wealth Leadership Team and is responsible for shaping the future growth of growing Wealth Management franchise.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerColumbus, OH$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
J.P. Morgan Wealth Management - Outbound Client Acquisition Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - Outbound Client Acquisition AssociateWesterville, OHChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
J.P. Morgan Wealth Management - Vice President, Business Transformation Project Manager JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Business Transformation Project ManagerColumbus, OHChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. The Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the Wealth Management business.
J.P. Morgan Wealth Management, Lending Specialist Analyst JPMorgan Chase & CoJ.P. Morgan Wealth Management, Lending Specialist AnalystColumbus, OHAs a Lending Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists to provide business support, data insights, client and advisor engagement opportunities, and broadly assist with loan growth. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Chase Wealth Management, Product Manager, Vice President JPMorgan Chase & CoChase Wealth Management, Product Manager, Vice PresidentColumbus, OHKey Responsibilities: Provide autonomous, VP-level delivery leadership for the Servicing roadmap across multiple high-visibility initiatives (e.g., CWM/PB UMA, Transition expansion, Phase In, Service Global Ops model, new strategy launches, GSTP automation). Managed Account Servicing underpins core advisor operating workflows, supporting 2M+ workflows annually, enabling the migration of ~1.4M accounts to ConnectWealth, and advancing the path to UMA through 2027-directly impacting advisor experience and client communications.
Wealth Management Consultant AmeriLifeWealth Management ConsultantOhioGoal-oriented, self-starter possessing excellent communication and presentation skills; 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies; experience conducting point of sale life insurance sales a plus; Bachelor's degree as well as additional advanced degrees and/or designations (e.g. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including, overall production, penetration rates and diversity of products sold by providing dedicated assisted-sales support.