Jobs
>
Stamford

    Wealth Management - Stamford, United States - Mirador

    Mirador
    Mirador Stamford, United States

    3 weeks ago

    Default job background
    Description
    Solutions Associate


    Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios.

    We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America.

    We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.

    There's a difference between being a part of an industry and taking an active role in reimagining it. Our team is fundamentally changing one of the world's largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition.

    To learn more about the benefits of working for Mirador, please visit our

    website .


    Solutions Description:
    The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects to deliver:

    Expertise in architecting technology systems and integrationsBuilding infrastructureRefining and institutionalizing processes and workflows


    We are looking for a seasoned Associate to join our Solutions team to consult with perspective or existing clients on customized technology solutions, independently project manage client requests, and help build out the Solutions business with an entrepreneurial lens.


    Responsibilities:
    &

    Skills Needed:


    Manage client relationships and translate their needs into technology-based solutionsLiaise between 3rd party vendors and client baseHelp conduct and manage data migrations, data conversions, and integrations of various systemsProject manage multiple priorities with high level of urgencyDemonstrated ability to operate quickly in fast-paced, start-up environmentsDemonstrated consulting background with a technical and entrepreneurial focusExperience with custodians and clearing firmsInterest and broad understanding of wealth management operational procedures and processesKnowledge of the independent wealth management landscapeStrong communication skills to face clientsEnsure client satisfaction5-7 years of work experience in wealth management or technology industry; entrepreneurial mindset preferred.

    Mirador is committed to a diverse and inclusive workplace.

    Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.


    By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.

    Please note that this position is not eligible for work sponsorship or visa sponsorship.

    #J-18808-Ljbffr
  • Mirador

    Wealth Management

    6 days ago

    Mirador Stamford, United States

    Solutions Associate · Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry tha ...

  • Equitable Advisors

    Wealth Management Advisor

    4 days ago

    Equitable Advisors Stamford, United States

    A culture of growth with a firm that supports · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find ...

  • Equitable

    Wealth Management Associate

    1 week ago

    Equitable Stamford, United States

    Description · Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to o ...

  • AXA Equitable Holdings,Inc,

    Wealth Management Associate

    1 week ago

    AXA Equitable Holdings,Inc, Stamford, United States

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...

  • Franklin Templeton

    Senior Wealth Management Specialist

    1 week ago

    Franklin Templeton Stamford, United States

    At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make p ...

  • Northern Trust

    Account Manager, Wealth Management

    6 days ago

    Northern Trust Greenwich, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most suc ...

  • Center for Wealth Preservation

    Wealth Manager

    2 days ago

    Center for Wealth Preservation Syosset, United States

    Job Description · About us: · The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professi ...

  • Watermark Capital Management

    Junior Associate Wealth Management

    3 weeks ago

    Watermark Capital Management Stamford, United States

    Job Overview: · We are seeking a skilled Junior Assocaites to join our team. You will be responsible for prospecting and building client base, and servicing to our clients. Your growth in all aspects of wealth management will be crucial in helping people achieve their financial g ...

  • Bank of America

    Wealth Management Seasonal Client Associate

    3 weeks ago

    Bank of America Fairfield, United States

    Wealth Management Seasonal Client Associate · Fairfield, Connecticut · 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 deliv ...

  • GFI

    Entry-Level - REMOTE - Wealth Manager (part-time/ full-time)

    1 day ago

    GFI Stamford, United States

    About Us · Thank you for your interest in becoming a financial professional with our firm, · Global Financial Impact · (GFI). We are the fastest-growing financial brokerage in the industry and onboarding · remotely · across the US. At GFI, we are not just about building weal ...

  • Equitable Advisors LLC

    Wealth Management Advisor

    3 days ago

    Equitable Advisors LLC Milford, United States

    A culture of growth with a firm that supports · Youve built a successful practice and now youre considering a move. Perhaps youre looking for more. At Equitable Advisors, wed like to get to know and understand you and help you discover what greater fulfillment you can find for y ...

  • Citizens

    Wealth Portfolio Manager III

    1 week ago

    Citizens Tarrytown, United States 1ST

    Description · Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We're looking for talented individuals with a demonstrated track record of delivering a gold glove experience ...

  • Northwestern Mutual

    Wealth Management Advisor

    3 weeks ago

    Northwestern Mutual Farmingdale, United States

    About Us: · Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the exper ...

  • Point Wealth Management

    Private Wealth Advisor

    2 days ago

    Point Wealth Management Melville, United States

    The right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client experience. · Responsibilities: · Fos ...

  • Citizens

    Wealth Portfolio Manager III

    6 days ago

    Citizens Tarrytown, United States

    Job Description · Description · Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We're looking for talented individuals with a demonstrated track record of delivering a gold ...

  • Bank of America

    Wealth Management Seasonal Client Associate

    3 weeks ago

    Bank of America Greenwich, United States

    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 deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • Bank of America

    Registered Wealth Management Client Associate

    1 week ago

    Bank of America Greenwich, United States 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 deliver for our clients, teammates, communities and shareholders every day. ...

  • Bank of America

    Wealth Management Specialist

    3 weeks ago

    Bank of America Paramus, United States

    Wealth Management Specialist - NR · Paramus, New Jersey · Job Description: · Business Overview: · Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Ly ...

  • Morgan Stanley

    Wealth Management Digital Direct Compliance Officer

    3 days ago

    Morgan Stanley Purchase, United States

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more th ...

  • Point Wealth Management

    Private Wealth Advisor

    6 days ago

    Point Wealth Management Melville, United States

    The right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client experience. · Responsibilities: · F ...