Top 45 Wealth advisory manager Jobs in New Jersey

Relationship Manager, Wealth Advisory
Glenmede Trust Co —Florham Park, NJ
- $125,000 - $275,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Business development
- Commuter assistance
- Health savings account
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Jersey City, NJ
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Relationship Manager, Portfolio Management
Glenmede Trust Co —Florham Park, NJ
- $170,000 - $325,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Commuter assistance
- Health savings account
Operations Manager, Tax Advisory and Planning
Tax Brilliance Advisors —Princeton, NJ
- $65,000 - $710,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- 1 year
- Paid time off
- Work from home
Quick Apply
Director - Trust & Estate
PKF O'Connor Davies —Cranford, NJ
- $100,000 - $150,000 a year
- Hybrid work
- CPA
- Research
- Office
- Profit sharing
- Health savings account
Quick Apply
Senior Tax Associate - Advisory & Compliance
Nisanov Tax Group —Fort Lee, NJ
- $95,000 - $115,000 a year
- Full-time
- Background check
- Management
- CPA
- Health insurance
- 401(k)
Quick Apply
Executive Relationship Manager
Morgan Stanley —Jersey City, NJ
- $90,000 - $110,000 a year
- 18 years or older
- Business development
- Bachelor's degree
- Health savings account
- Paid holidays
Wealth Manager
Alloy Silverstein —Cherry Hill, NJ
- From $100,000 a year
- Overtime
- 7 years
- Computer literacy
- Mid-level
Wealth Client Advisor - Family Office Services Team
Peapack Private Bank & Trust —Morristown, NJ
- $135,000 - $160,000 a year
- 7 years
- Research
- Office
- Employee stock purchase plan
- Health insurance
Operations Manager
Newport Capital Group LLC —Red Bank, NJ
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Business Valuation Director
CliftonLarsonAllen —Livingston, NJ
- $137,000 - $206,000 a year
- Full-time
- Microsoft Excel
- 6 years
- Microsoft Outlook
- Paid parental leave
- Health insurance
3d
Regional Director (New Jersey)
Allspring Global Investments Holdings, LLC —Absecon, NJ
- $145,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Travel
- Mentoring
Regional Director - 1099
LPL Financial —Trenton, NJ
- $235,150 - $391,900 a year
- Full-time
- Research
- Bachelor's degree
- Continuous improvement
- Health insurance
- Paid time off
Quick Apply
Sr. Relationship Manager - Global Commercial Banking â€“ Middle Market Banking (Iselin, New Jersey)
Bank of America —Iselin, NJ
- $140,000 - $235,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Office
14d
Client Services Manager (Remote)
Tax Brilliance Advisors —New Jersey
- $48,254 - $58,112 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- 401(k)
- Tuition reimbursement
Quick Apply
Alternative Investments Reporting Operations
Rockefeller Capital Management —Township of Hamilton, NJ
- $75,000 - $90,000 a year
- Full-time
- Bachelor of Science
- Writing skills
- Finance
- Health insurance
- Retirement plan
10d
Assistant Manager, Private Wealth
PraxisIFM —New Jersey
- Full-time
- Mid-level
- Office
- Business development
Portfolio Manager
Peak6 —Bridgewater, NJ
- Hybrid work
- Mid-level
- 2 years
- Health savings account
- Health insurance
Marketing Manager
HBKS Wealth Advisors —Holmdel, NJ
- $95,000 - $130,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Marketing
- Profit sharing
- Paid holidays
Quick Apply
Commercial Real Estate Agent - Entry Level
Marcus & Millichap —Saddle Brook, NJ
- Up to $250,000 a year
- Marketing
- Finance
- Real Estate License
13d

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wealth advisory manager jobs near new jersey

Relationship Manager, Wealth Advisory

Glenmede Trust Co -
Florham Park, NJ

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Job Details

Full-time
$125,000 - $275,000 a year

Benefits

Commuter assistance
Health savings account
Health insurance
Tuition reimbursement
Paid time off
Parental leave
401(k) matching

Qualifications

Bachelor's degree

Full Job Description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (New York, NY or Florham Park, NJ).

OVERVIEW:

The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit.

RESPONSIBILITIES:

Relationship Management. Manage designated client relationships to provide thoughtfully innovative, integrated, and appropriate wealth management advice and solutions. Lead client meetings, oversee timely production of meeting materials, and coordinate post-meeting follow-up. Contribute to overall client satisfaction through timely delivery of services and regular and effective communication with clients and partners. Develop excellent relationships with all Glenmede colleagues and client advisors.

Fiduciary Services. Serve as a fiduciary specialist for clients and the office. Administer client fiduciary relationships ensuring that fiduciary standards and practices are observed. Respond to discretionary requests and prepare summaries and recommendations for discretionary actions. Administer special assets, including real estate and life insurance. Participate in financial administration and provide guidance and issue resolution for complex client relationships.

Wealth Advice. By drawing on personal skills and experiences, Glenmede resources and outside advisers, function as a comprehensive Wealth Advisor that can address all areas of wealth management including income, gift and estate taxes, financial and wealth transfer planning, creditor protection, and insurance. Prepare Wealth Advisory meeting materials in collaboration with Wealth Planning and Portfolio Management team members, including summary of client wealth objectives, relationship summaries, wealth plans, and trust synopses. Discuss and deliver ideas and recommendations, explaining to clients the benefits and limitations of various strategies.

Account Administration. Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys, and CPAs. Prepare annual trust reviews and prepare and maintain Client Wealth Objectives.

Team Development. Collaborate with professionals from across the firm to enhance best-practices. Supervise administrative staff and associates and monitor and review staff performance. Provide career guidance and identify training needs.

Business Development and Growth. Participate in new business development and presentations for prospective clients. Develop referrals; expand existing relationships; cultivate new business from clients, intermediaries, and your personal network consistent with annual business plans.

Firm Building. Contribute to the functioning of the Wealth Advisory practice within your office/team and across the firm, including in the areas of fiduciary oversight, compliance, and best practice management. Participate in firm-wide committees and initiatives. Perform other duties as required by position.

REQUIRED QUALIFICATIONS:

Bachelor’s degree required.
7+ years of experience in financial services, preferably in a fiduciary environment or in a wealth management, law or accounting firm.

PREFERRED QUALIFICATIONS:

Advanced degree such as MBA or JD preferred.
Professional designations such as CPA, CTFA or CFP are a plus.
Solid knowledge of trust management, financial planning, philanthropic planning, and fiduciary law, with a preference for depth in one of those areas.
Ability to communicate effectively with clients, colleagues, and external advisors.
Detail-oriented, particularly with financial calculations and administrative requirements.
Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney).

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

Competitive health and welfare benefits, including company HSA contributions
Numerous voluntary benefit choices available
Superior 401k match
Tuition reimbursement
Company subsidized commuter benefits
Generous paid time off, including parental leave
Plus more!

Salary Range: $125,000 - $275,000

Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package.

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

#LI-Hybrid

Apply Now

Refine Your Search

wealth advisory manager jobs in new jersey

Relationship Manager, Wealth Advisory

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Relationship Manager, Portfolio Management

Operations Manager, Tax Advisory and Planning

Director - Trust & Estate

Senior Tax Associate - Advisory & Compliance

Executive Relationship Manager

Wealth Manager

Wealth Client Advisor - Family Office Services Team

Operations Manager

Business Valuation Director

Regional Director (New Jersey)

Regional Director - 1099

Sr. Relationship Manager - Global Commercial Banking â€“ Middle Market Banking (Iselin, New Jersey)

Client Services Manager (Remote)

Alternative Investments Reporting Operations

Assistant Manager, Private Wealth

Portfolio Manager

Marketing Manager

Commercial Real Estate Agent - Entry Level

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