Top 19 Wealth advisory manager Jobs in Hartford, Ct

Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford)
Bank of America —Hartford, CT
- $120,000 - $235,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Office
Financial Consultant Partner - West Hartford, CT
Charles Schwab —West Hartford, CT
- $62,600 - $97,900 a year
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
7d
Private Equity Mergers & Acquisitions Strategy & Diligence Manager
Deloitte —Hartford, CT
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Doctor of Philosophy
Accounting Consultant – Engagement Director
CliftonLarsonAllen —West Hartford, CT
- Full-time
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Paid parental leave
- Health insurance
Senior Manager | Sales Reinvention | Insurance
Accenture —Hartford, CT
- $122,700 - $317,200 a year
- Full-time
- 5 years
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
Director, Financial Planning
Edelman Financial Engines, LLC —Farmington, CT
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Client Relationship Leader
CliftonLarsonAllen —West Hartford, CT
- Full-time
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Paid parental leave
- Health insurance
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager
Deloitte —Hartford, CT
- $189,200 - $372,900 a year
- Full-time
- 6 years
- Up to 50% travel
- Data analysis skills
Lead Category Manager – IT - Software
Stanley Black & Decker —New Britain, CT
- Full-time
- Hybrid work
- Computer Science
- Finance
- Analysis skills
- Wellness program
- Employee stock purchase plan
Senior Plan Administrator
NFP Corp —Windsor, CT
- $75,000 - $85,000 a year
- Full-time
- Microsoft Outlook
- Research
- 3 years
- Paid holidays
- 401(k)
1d
Personal Insurance Quoter - Client Advisory Team
HUB International —East Longmeadow, MA
- $28.21 - $33.33 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health savings account
2d
ISP Senior Tax Manager, High-Net Worth
Crowe —Hartford, CT
- $139,200 - $293,500 a year
- Full-time
- Hybrid work
- CPA
- Research
- 8 years
Quick Apply
2d
Inside Sales Producer - Client Advisory Team
HUB International —East Longmeadow, MA
- $55,000 - $106,600 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- 2 years
- Health savings account
- Disability insurance
Financial Advisor Associate - Bristol, Connecticut
TD Bank —Bristol, CT
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Advisor Associate - Westfield, Massachusetts
TD Bank —Westfield, MA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Advisor Associate - Springfield, Massachusetts
TD Bank —Springfield, MA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Paid time off
IronSpire Tax Manager, Estate, Gift & Trust
Crowe —Hartford, CT
- $95,500 - $195,400 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Mentoring
Quick Apply
9d
Field Performance Specialist (USA)
Hendrix Genetics —United States
- Full-time
- 7 years
- Master's degree
- Analysis skills
- On-the-job training
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
3d
Business Banking Relationship Manager II
Citizens Financial Group —Columbus, OH
Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States.
$150,000 - $180,000 a year

I want to receive the latest job alert for wealth advisory manager in hartford, ct

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth advisory manager jobs near hartford, ct

Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford)

Bank of America -
Hartford, CT

Apply Now

Job Details

Full-time
$120,000 - $235,000 a year

Qualifications

Business development management
Financial sales
Customer relationship building
Commercial loans
Writing skills
Managing clients in a lending role
Series 7
Securities Industry Essentials
Accounting
New customer acquisition
Managing banking or lending client portfolios
Leading team collaboration initiatives
Corporate finance analysis experience in risk and credit
Business development within finance
Business development within healthcare
Sales leadership
Project leadership
Series 63
Financial markets knowledge
Senior leadership

Full Job Description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impacting the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Summary:

Join Bank of America’s Healthcare, Education & Not-for-Profit (HENFP) business—part of the Global Commercial Bank—and play a leading role in expanding our presence in the Connecticut market. The Senior Relationship Manager is a high-impact, client-facing role responsible for driving new business, deepening existing relationships, and delivering profitable growth across a portfolio of complex, mission-driven organizations. The Healthcare, Education and Not-For-Profit Group (“HENFP") is unique in that our client teams are dedicated to providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). Our client relationship teammates, located in the U.S. and around the globe, partner across our company to provide a wide range of financial services, integrated working capital management and treasury solutions, and underwriting and advisory services.

Job Description:
The Senior Relationship Manager is the primary relationship owner and trusted advisor for a portfolio of Healthcare, Education & Not-for-Profit clients. The role is responsible for driving new client acquisition, deepening existing relationships, and coordinating the delivery of the full capabilities of Bank of America.

Successful candidates will possess strong healthcare industry expertise, commercial banking acumen, credit knowledge, and the ability to engage effectively with CEOs, CFOs, Treasurers, Board members, and other senior executives.

The Senior Relationship Manager partners closely with product specialists and senior leaders to develop strategic client plans, deliver sophisticated financial solutions, and increase market share across targeted industry segments.

Responsibilities:

Manage and expand a portfolio of Healthcare, Education, and Nonprofit relationships, delivering strategic advice and customized solutions across treasury management, liquidity, credit, capital markets, wealth management, and other enterprise solutions.
Achieve trusted advisor status with executive leadership teams, providing insights on industry trends, capital planning, liquidity management, operational efficiency, and organizational growth initiatives.
Develop and execute comprehensive relationship growth strategies that increase profitability, deepen client engagement, and increase market and wallet share.
Identify and acquire new client relationships through proactive prospecting, industry networking, referral development, and strategic business development efforts.
Lead cross-functional teams of product specialists and banking professionals to deliver integrated client solutions and exceptional client experiences.
Analyze financial performance, industry dynamics, and organizational strategies to assess creditworthiness, identify risks, and uncover growth opportunities.
Represent Bank of America in the healthcare and nonprofit communities through industry associations, conferences, and executive networking opportunities.
Mentor and develop junior bankers while fostering collaboration, accountability, and a high-performance team culture.
Adapt client strategies to evolving market conditions, industry trends, regulatory developments, and competitive dynamics.

Skills:

Client Management
Client Solutions Advisory
Prospecting
Relationship Building
Risk Management
Financial Analysis
Leadership Development
Project Management
Referral Identification
Sales Performance Management
Business Development
Client Experience Branding
Continuous Improvement
Data and Trend Analysis
Pipeline Management

Required Qualifications:

10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience
Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
Strong corporate finance, capital markets and accounting acumen.
Financial modeling experience and the completion of a formal credit training preferred.
Outstanding oral and written communication skills.
Demonstrated leadership ability.
Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Travel up to 30%

Desired Skills:

Undergraduate degree in related field or equivalent work experience. MBA desirable.
Existing knowledge of the market preferred.
Active member/participation in local community organizations.
Highly desirable to have active networking contacts and Centers of Influence established in market.
Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

wealth advisory manager jobs in hartford, ct

Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford)

Financial Consultant Partner - West Hartford, CT

Private Equity Mergers & Acquisitions Strategy & Diligence Manager

Accounting Consultant – Engagement Director

Senior Manager | Sales Reinvention | Insurance

Director, Financial Planning

Client Relationship Leader

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Lead Category Manager – IT - Software

Senior Plan Administrator

Personal Insurance Quoter - Client Advisory Team

ISP Senior Tax Manager, High-Net Worth

Inside Sales Producer - Client Advisory Team

Financial Advisor Associate - Bristol, Connecticut

Financial Advisor Associate - Westfield, Massachusetts

Financial Advisor Associate - Springfield, Massachusetts

IronSpire Tax Manager, Estate, Gift & Trust

Field Performance Specialist (USA)

Explore jobs in cities nearby

I want to receive the latest job alert for wealth advisory manager in hartford, ct

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected