7 wealth management associate jobs at 2 companies in Delaware
3w
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Dover, Delaware, United States
OnsiteFull Time
FINRA SIE, Series 7 and 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication and detail orientation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Dover, Delaware, United States
OnsiteFull Time
2+ YOEHolds SIE, Series 7 and Series 66 (63/65 accepted), 2 years experience, strong client service, investment product knowledge, and Microsoft/Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
Save
Mark Applied
Hide
Wealth Management Solutions, Portfolio Management Analyst/Associate
New York or Newark
OnsiteFull Time
3+ YOEBachelor's in finance-related field; 3-7 years in financial services; CFA progress preferred but not required; strong portfolio management knowledge.
1mo
Save
Mark Applied
Hide
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate
Jersey City or New York or Newark or Columbus or Plano
$100k-$150k/yr OnsiteFull Time
2+ YOE2+ years in wealth management/financial services; product or project management experience; create and document requirements; stakeholder management; proficiency with Excel and PowerPoint; JIRA and AI tooling experience desirable.
Cline, Claude, JIRA, Bitbucket, Microsoft Excel, PowerPoint
1mo
Save
Mark Applied
Hide
Asset and Wealth Management - Client Information Product Delivery Lead - Associate
Jersey City or Newark
$60k-$95k/yr OnsiteFull Time
Support delivery of party and account data products in regulated environments; produce delivery artifacts, use automation, partner with cross-functional teams, and support production readiness. Bachelor's degree or equivalent experience required.
Intelligent Automation (IA)
2w
Save
Mark Applied
Hide
PMG Controls Associate
Newark, Delaware, United States
OnsiteFull Time
Support governance, audit readiness, control documentation, oversight, and error/escalation management across product and wealth management platforms.
6d
Save
Mark Applied
Hide
Asset & Wealth Management Controls Strategy & Innovation (CSI) – AI Controls Enablement (Associate)
New York or Jersey City or Plano or Wilmington or Columbus or Newark
$71k-$125k/yr OnsiteFull Time
7+ YOE7+ years risk/control experience in financial services; strong technical AI fluency; ability to translate AI behavior into actionable controls; stakeholder and project management; Microsoft Office proficiency.
UiPath, Python, Pega, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio