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Keywords: Senior Wealth Strategy Associate, Location: USA

Page: 7

J.P. Morgan Advisors - Senior Client Service Associate, Lead - Chicago, IL

. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth... size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate...

Company: JPMorgan Chase
Location: Chicago, IL
Posted Date: 11 Jan 2026

Senior Investment Associate/Investment Associate

activity and performance, communicate investment strategy, and gather information for wealth planning. At RBC Wealth... and acceptable resolution. What do you need to succeed? Must-have 3+ years of Registered Client Associate experience...

Posted Date: 19 Dec 2025
Salary: $55000 - 88000 per year

Senior Associate - Data Architect

Location Designation: Hybrid - 3 days per week We are seeking an energetic and passionate Senior Data Architect... to design and execute our company’s modern data management strategy. As a key member of Enterprise Data team...

Company: New York Life
Location: New York City, NY
Posted Date: 30 Jan 2026
Salary: $124000 - 177000 per year

Senior Associate - Data Architect

Location Designation: Hybrid - 3 days per week We are seeking an energetic and passionate Senior Data Architect... to design and execute our company's modern data management strategy. As a key member of Enterprise Data team...

Company: New York Life
Location: New York City, NY
Posted Date: 30 Jan 2026
Salary: $124000 - 177000 per year

Senior Registered Client Service Associate

POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support... Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...

Company: Morgan Stanley
Location: Duluth, GA
Posted Date: 09 Jan 2026

Senior Risk & Control Associate

Recruiter Melissa Todd Opportunity Overview Team Overview: The Wealth Management and Field Management 1st Line... strategy development. Responsible for the execution of divisional risk analytics and risk reporting. This role involves...

Posted Date: 08 Jan 2026

Tax Preparer/ Senior Tax Associate

experience to join the firm at our Kennesaw office. The ideal candidate will have comprehensive tax compliance and strategy... experience. This individual will be at a senior level and will be working with other members of our tax practice to develop...

Location: Kennesaw, GA
Posted Date: 04 Jan 2026

Senior Registered Client Associate

POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support... Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...

Company: Morgan Stanley
Location: Charlotte, NC
Posted Date: 02 Jan 2026

Senior Registered Client Service Associate

POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support... Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...

Company: Morgan Stanley
Location: Atlanta, GA
Posted Date: 05 Dec 2025

PWM Senior Registered Client Service Associate

PWM Senior Registered Client Service Associates provide exceptional service to our clients and support Financial... Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...

Company: Morgan Stanley
Location: Dallas, TX
Posted Date: 04 Dec 2025

Senior Tax Associate

Tax Senior / Senior Accountant (Multi-Entity & Family Office Services) Location: Outside Pittsburgh, PA Salary: $100k...-110k base plus bonus We are seeking an experienced and analytically driven Tax Senior / Senior Accountant to join the...

Company: Vaco
Location: Bridgeville, PA
Posted Date: 23 Nov 2025
Salary: $100000 - 110000 per year

Senior Registered Client Service Associate

POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support... Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...

Company: Morgan Stanley
Location: Cincinnati, OH
Posted Date: 21 Nov 2025

Alternatives Investment Product – Product Development – Senior Associate / Vice President

investment products and services. The Analyst will work closely with senior team members and cross-functional groups to help...: Work with investment team to understand strategy and opportunity Advise investment teams on appropriate fund structures...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 07 Nov 2025
Salary: $125000 - 225000 per year

Relationship Management Analyst, Senior Associate

exposure to the development of prospective/existing client strategy, assisting with deal structuring support, crafting client... to help you match your needs. And our wealth of development programs and educational support will help you reach your full...

Company: State Street
Location: Boston, MA
Posted Date: 01 Feb 2026
Salary: $52000 - 87880 per year

Risk Management - CCB Risk Execution UAT Lead - Senior Associate

a pivotal role in maintaining the firm's strength and resilience. As a Market Risk professional in the Asset and Wealth.... Be part of a team that manages Newton, the Asset and Wealth Management Independent Risk platform, crucial for assessing risk...

Company: JPMorgan Chase
Location: Plano, TX
Posted Date: 31 Jan 2026

AI Engineer - Senior Associate

, and AI-efficiency initiatives that support MSCI’s long-term AI strategy. This role offers the unique opportunity to work on diverse..., hedge funds, wealth managers, banks, insurers and corporates. MSCI Inc. is an equal opportunity employer. It is the policy...

Company: MSCI
Posted Date: 22 Jan 2026

AI Engineer - Senior Associate

pipelines, data services, and AI-efficiency initiatives that support MSCI’s long-term AI strategy. This role offers the unique... and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers...

Company: MSCI
Location: Norman, OK
Posted Date: 22 Jan 2026
Salary: $81000 per year

Senior Associate - AI Product Manager

and alignment with enterprise strategy Serve as a key communicator and advocate for AI & Data products and capabilities... in insurance, asset management, or wealth management Fluency with Agile ceremonies, Sprint planning and Project management tools...

Company: New York Life
Location: New York City, NY
Posted Date: 16 Jan 2026
Salary: $124000 - 177000 per year

Senior Associate - AI Product Manager

and alignment with enterprise strategy Serve as a key communicator and advocate for AI & Data products and capabilities... in insurance, asset management, or wealth management Fluency with Agile ceremonies, Sprint planning and Project management tools...

Company: New York Life
Location: New York City, NY
Posted Date: 16 Jan 2026
Salary: $124000 - 177000 per year

Risk Management - Control Manager Senior Associate

for Asset Wealth Risk Management. You'll foster relationships with our global business partners and other stakeholders... of controls and sustainable solutions to mitigate operational risk. As a Risk Control Manager in the Asset Wealth Risk...

Company: JPMorgan Chase
Location: Columbus, OH
Posted Date: 07 Dec 2025