Wealth Management Specialist, Sr. jobs in Middlesex, NJ

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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CRM Product Manager
  • Modera Wealth Management
  • New Providence, NJ FULL_TIME
  • Wealth Management Firm Seeks CRM Product Manager
    Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

    We are seeking individuals who embody Modera’s core values:

    • Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
    • Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
    • Trusted Relationships – Supportive and authentic with mutual respect for colleagues

    In addition, the ideal candidate:

    • Shares our commitment to diversity and an inclusive working environment
    • Is extremely organized with excellent attention to detail
    • Is capable of prioritizing and managing multiple tasks concurrently
    • Thrives in an environment focused on creative problem solving
    • Is an engaging and charismatic communicator
    • Has a passion for excellent service
    • Is a self-starter

    Job responsibilities include but are not limited to:

    • Create strategic and operational plans for the Salesforce platform to provide solutions that align to the strategies and needs of each department, leveraging common, scalable solutions where possible.
    • Keep up with Salesforce platform capabilities, as well as extended capabilities in its AppExchange, to identify opportunities where to apply to business needs.
    • Collaborate with business and technical teams to identify product, business, and functional requirements based on specific use cases and user journeys.
    • Lead the prioritization of business requests, gathering requirements from business partners, writing user stories, participating in pre/post release testing, and managing the end-to-end implementation and roll out plan.
    • Define and execute adoption strategies to maximize the return on investment of the Salesforce platform, working with the COO and other relevant business partners to support operational readiness and change management activities to launch new or improved features.
    • Lead or support development of product design to build intuitive and valuable experiences to address user needs.
    • Maintain running product backlog and track bug fixes.
    • Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users.
    • Lead training across firm but may rely on department leads and managers for more detailed, specific, or ongoing training. Responsible for ensuring all users are given adequate training.

    Qualifications for this position:
    • Minimum bachelor’s degree required.
    • Minimum Salesforce Administrator Certification required.
    • 5 years in RIA/wealth management industry, focusing on processes, workflows, and a broader understanding of interdependency of teams.
    • Ability to develop a clear strategy and roadmap aligned with multiple stakeholders and their business areas.
    • Ability to communicate at all levels of the organization effectively and persuasively.
    • Strong desire to lead and champion change across organizations both internally and with vendors.
    • Solid strategic thinker, problem solver and decision maker.
    • Demonstrated ability to drive execution and results.
    • Team player, able to work well with all levels of the firm.
    • Adaptability and flexibility are required.

    What we offer:
    • Competitive salary commensurate with experience
    • Performance-based bonus
    • Safe Harbor 401(k) plan
    • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
    • Paid vacation
    • Opportunities for professional growth and continuing education
    • Partial remote work

    No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.

    Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North
    Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

    For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
  • 13 Days Ago

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Experienced Tax Preparer (PTIN Required)
  • Navesink Wealth Management
  • Middletown, NJ PART_TIME,FULL_TIME,TEMPORARY,OTHER
  • Experienced Income Tax Preparer Established and reputable Wealth Management firm in Middletown, NJ seeking seasonal, experienced tax professional that can prepare and review tax returns for tax season...
  • 1 Month Ago

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Wealth Management Associate
  • Equitable Advisors
  • Woodbridge, NJ FULL_TIME
  • Wealth Management Associate - NJ, Woodbridge (5059) (230000OA) Primary Location : UNITED STATES-NJ-Woodbridge Organization : Equitable Advisors Description Equitable Advisors is a respected wealth man...
  • 18 Days Ago

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Wealth Management Client Associate
  • Bank of America
  • Red Bank, NJ FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 20 Days Ago

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Principal Wealth Manager, Holmdel
  • Savvy Wealth
  • Holmdel, NJ FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 10 Days Ago

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Principal Wealth Manager, Eatontown
  • Savvy Wealth
  • Eatontown, NJ FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 10 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Middlesex, NJ area

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Financial Analyst
  • Careerbuilder
  • Iselin, NJ
  • About Us: World Insurance Associates is a rapidly growing insurance brokerage and wealth management company. Through our...
  • 3/17/2024 12:00:00 AM

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Financial Professional
  • Prudential Advisors
  • Flemington, NJ
  • Job Description Job Description The Financial Professional Associate career with Prudential Advisors is multi-faceted. I...
  • 3/16/2024 12:00:00 AM

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Financial Service Representative I (Sheepshead Bay)
  • TD Bank Group
  • Brooklyn, NY
  • We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a d...
  • 3/16/2024 12:00:00 AM

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Financial Professional
  • Prudential Advisors
  • Basking Ridge, NJ
  • Job Description Job Description The Financial Professional Associate career with Prudential Advisors is multi-faceted. I...
  • 3/15/2024 12:00:00 AM

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Financial Professional
  • Prudential Advisors
  • Hillsborough, NJ
  • Job Description Job Description The Financial Professional Associate career with Prudential Advisors is multi-faceted. I...
  • 3/15/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Trenton, NJ
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/15/2024 12:00:00 AM

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Lead Consultant_BFS - Capital Markets and Financial Services
  • Tephra
  • Edison, NJ
  • Description: "Job Description: - Act as capital markets functional business analyst and team leader of one or more works...
  • 3/14/2024 12:00:00 AM

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Clearing and Prime Brokerage Advisory Compliance Officer
  • UBS
  • New York, NY
  • Your role Are you risk averse but risk aware? Do you know how to maintain independence and objectivity? Do you know how ...
  • 3/14/2024 12:00:00 AM

Middlesex is a borough in Middlesex County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 13,635 reflecting a decline of 82 (-0.6%) from the 13,717 counted in the 2000 Census, which had in turn increased by 662 (+5.1%) from the 13,055 counted in the 1990 Census. Middlesex was incorporated as a borough by an act of the New Jersey Legislature on April 9, 1913, from portions of Piscataway Township, based on the results of a referendum held on May 6, 1913.[21] The borough's name derives from Middlesex, England.[22][23] According to the United States C...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$123,988 to $177,667
Middlesex, New Jersey area prices
were up 1.5% from a year ago