UNKNOWN

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Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

Royal Bank of Canada

Client Associate/Registered Client Associate

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This role serves Sales teams, Sales Leadership, and broader business leaders across Product, Commercial, Finance, and other functions by measuring performance, identifying trends and business drivers, and developing visualization and reporting tools that provide clear visibility into sales results, forecasts, pipeline, activity, and strategic initiatives. The Job / What You'll Do: The Sales Intelligence Analyst is a key member of the Sales Intelligence team responsible for turning sales data and business information into actionable insights, reporting, and analytical tools that improve decision-making, sales effectiveness, and organic growth.

AssetMark Financial Holdings

Sales Intelligence Analyst

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ADAPTED_NOW

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

YEAR

Osaic

Senior Finance Manager, M&A

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Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic Inc

IA Processing Specialist

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Summary: The Transition Processing Specialist will be part of a team responsible for the accurate, timely and efficient processing of incoming and outgoing paperwork pertaining to client account opening, account maintenance, rep changes, sponsor company changes and supporting the day-to-day activities associated within Brokerage Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Transitions Processing Specialist

5+ years of experience in investment management, wealth management, capital markets, trading operations, trading systems, or investment technology, including experience leading complex analysis, testing, issue resolution, or implementation workstreams. Responsibilities: Lead end-to-end analysis of complex trading system, workflow, data, connectivity, and control issues across order creation, execution, allocations, trade posting, and post-trade processes.

Asset Mark

Trading Systems Lead

Progressive leadership experience in application operations, production support, application support, site reliability, database operations, release management, or technology service operations, including leadership of managers and multidisciplinary technical teams responsible for business-critical production services. · Demonstrated experience establishing or governing production-support models, incident and problem management, operational readiness, service ownership, application observability, resilience, lifecycle management, or related production disciplines, with sufficient breadth to lead an integrated application and production operations function.

EPC Eneric Petroleum

Director, Application & Production Operations

Functions as a financial advisor regarding the full array of Commercial and Wealth Management products and services that will meet client needs; supports consumer, trust, treasury services, international and other BOKF business partners. The Director, Commercial Banking is primarily responsible for managing and directing the overall sales, service and business development efforts in an assigned geographical region; manages the loan portfolio.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp

Director, Commercial Banking

FULL_TIME

OTHER

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Experience: Bachelors Degree in Business, Supply Chain Management or Finance and six or more years experience in Sourcing or Procurement related field or an equivalent combination of education and work experience.

Northern Trust

Specialist, Sourcing Strategic Sourcing Category Manager - Business Applications

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We are seeking a Senior Principal AI Security Architect to serve as a senior technical leader responsible for defining the security architecture strategy, reference architectures, and governance patterns that support enterprise AI platforms, agentic systems, digital coworkers, and emerging technologies. Define enterprise security patterns for: AI agents and digital coworkers Agent identity and authorization models AI orchestration platforms RAG architectures MCP integrations AI gateways Enterprise AI observability Model governance and control frameworks.

Northern Trust Corp

Sr. Principal AI Security Architect

The successful candidate will actively create architecture artifacts, design patterns, diagrams, reference architectures, security requirements, and reusable guidance while partnering closely with engineering, enterprise architecture, identity, data, application security, infrastructure, and risk teams. Help define security patterns for: AI agents and digital coworkers AI platforms and orchestration frameworks RAG architectures MCP integrations AI identities and delegated authorization models Model access control and governance AI observability and monitoring.

Principal AI Security Architect

This role combines deep compensation expertise with strong consulting, analytical, and influencing skills to provide market-informed, equitable, and governance-aligned solutions across a range of complex talent and organizational matters. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Compensation Senior Consultant

We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

NFP Corp

Commercial Account Manager (Remote, MST)

[AW]-iCims

Review and analyze GCC reports daily to identify priorities, risks, dependencies, and required handoffs; provide GCC with a daily prioritie's report at the start of its working day; and coordinate what GCC should advance while U.S. teams are offline and what U.S. teams must complete so GCC can continue progressing work and meeting field needs. The position will use data and strong cross-functional relationships to identify capacity needs, risks, and opportunities, resolve issues, and help ensure work continues moving effectively across teams and time zones.

AVP, Broking Services

Review and analyze GCC reports daily to identify priorities, risks, dependencies, and required handoffs; provide GCC with a daily prioritie's report at the start of its working day; and coordinate what GCC should advance while U.S. teams are offline and what U.S. teams must complete so GCC can continue progressing work and meeting field needs. Summary: This role serves as a key strategic partner between U.S. business teams and the Global Capability Center (GCC), helping drive alignment, visibility, and accountability across shared workstreams.

Aon Plc

Essential Duties and Responsibilities: Answer incoming calls on multi-line phone; routing caller to appropriate individual as necessary Perform reception duties in an efficient, professional and courteous manner Distribute incoming mail to appropriate parties File data and perform other routine clerical tasks as assigned for department as needed Support department with various clerical tasks including but not limited to processing, mailing, etc. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Surety Insurance Processor

Thebasesalary range for this position is $38,000to$48,000.Thebasesalaryofferedwillbedetermined by factors including, butnotlimitedto, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Essential Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts; may take active role in meetings Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Working closely with Data Product Managers, Business Domain Owners, Data Engineering teams, and data consumers, this role ensures domain data is trusted, well-defined, properly governed, and fit for operational and analytical use. The Domain Data Steward serves as the day-to-day steward for assigned USDI data domains (e.g., Client & Household, Account, Portfolio & Performance, Advisor, Alternative Products, or Reference Data).

Vanguard Group

Domain Data Steward

Extensive expertise in regulatory engagements across one or more financial services domains, such as AML, Sanctions, Fraud, Credit Risk, or Regulations across diverse financial sectors, including Consumer, Wholesale, Corporate and Investment, Payments, and Private Wealth Management. Serve as a trusted advisor to senior client stakeholders (CEO, COO, CFO, CRO, CCO, BSA Officer, Head of Financial Crime, business leaders, and regulators) by offering strategic guidance on, but not limited to, program design, remediation, and/ or business transformation.

Wealth Management Advisor Jobs in Arizona

Client Associate/Registered Client Associate Royal Bank of Canada

Sales Intelligence Analyst AssetMark Financial Holdings

Senior Finance Manager, M&A Osaic

IA Processing Specialist Osaic Inc

Transitions Processing Specialist Osaic Inc

Trading Systems Lead Asset Mark

Director, Application & Production Operations EPC Eneric Petroleum

Director, Commercial Banking BOK Financial Corp

Specialist, Sourcing Strategic Sourcing Category Manager - Business Applications Northern Trust

Sr. Principal AI Security Architect Northern Trust Corp

Principal AI Security Architect Northern Trust Corp

Compensation Senior Consultant Northern Trust Corp

Commercial Account Manager (Remote, MST) NFP Corp

AVP, Broking Services NFP Corp

AVP, Broking Services Aon Plc

Surety Insurance Processor Aon Plc

Surety Insurance Processor NFP Corp

Commercial Account Manager (Remote, MST) Aon Plc

Domain Data Steward Vanguard Group

Director, Financial Services FTI Consulting

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