ZipRecruiter

Log In

1

Optimize Wealth Management Jobs (NOW HIRING)

Fifth Third

Wealth Management Advisor II

Skokie, IL · On-site

Partners and leverages internal and external service providers to optimize effectiveness and ... Wealth Management Advisor II Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third ...

Fifth Third

Wealth Management Advisor II

Chicago, IL · On-site

Partners and leverages internal and external service providers to optimize effectiveness and ... Wealth Management Advisor II Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third ...

Fifth Third

Wealth Management Advisor II

Columbus, OH · On-site

Partners and leverages internal and external service providers to optimize effectiveness and ... Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our ...

Zinnia Wealth Management

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

... Wealth Management. Implement strategic operational plans that align with the company's long-term goals. Manage and optimize workflows, processes, and systems to enhance efficiency and client service ...

UBS

Registered Client Service Associate

Cincinnati, OH · On-site

... optimize wealth across all stages of life. The team has been frequently recognized by Forbes as one of the top wealth management teams in the state. Your expertise • Bachelor's degree required ...

next page

Showing results 1-20

All JobsOptimize Wealth Management Jobs

Optimize Wealth Management information

What is the difference between Optimize Wealth Management vs Financial Advisor?

AspectOptimize Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 certifications common
Work EnvironmentPrivate firms, wealth management firms, banksIndependent or firm-based, financial planning firms
Industry UsageUsed in wealth management and investment firmsCommon across financial planning and investment sectors

Optimize Wealth Management and Financial Advisor roles share similar credentials and work environments, focusing on client financial planning and investment strategies. However, Optimize Wealth Management often emphasizes comprehensive wealth strategies, including estate and tax planning, while Financial Advisors may focus more on investment products and portfolio management. Both roles serve clients seeking financial growth and security, but their scope and specialization can differ based on firm services and client needs.

More about Optimize Wealth Management jobs
What cities are hiring for Optimize Wealth Management jobs? Cities with the most Optimize Wealth Management job openings:
What states have the most Optimize Wealth Management jobs? States with the most job openings for Optimize Wealth Management jobs include:
What job categories do people searching Optimize Wealth Management jobs look for? The top searched job categories for Optimize Wealth Management jobs are:
Optimize Wealth Management jobs near you
Infographic showing various Optimize Wealth Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution.
Sales Director, Wealth Management Technology

Sales Director, Wealth Management Technology

TecTammina

New York, NY

$100K/yr

Full-time

Posted 2 days ago

Job description

Company Description

Tech Tammina LLC

Job Description

Position to fill: Enterprise Sales Director, Wealth Management Technology

Industry:- Wealth Management Technology

Location: NYC

Salary range: $100k base + Equity


Company Description:--

Our client is a growing FinTech startup in the Big Data and Analytics space. They offer 

an enterprise-grade data platform to financial advisors, financial services firms and 

technology companies to more intelligently aggregate, manage, and analyze financial 

portfolio data. 


Job Description:--

They're looking for a high-achieving dynamic Sales Director to take the lead on high-

value enterprise deals and help shape the future and structure of their New York based 

sales team.


Responsibilities are thus to:

-Take lead on major enterprise relationships with financial institutions, large 

technology/industry platforms and large broker-dealers.

-Manage enterprise deals in the financial technology/wealth management space, from lead 

generation to close.

-Navigate roles and ecosystems at enterprise financial services and financial technology 

prospects and clients to build "stickiness" and close deals.

-Take lead on scaling a sales organization in a growing company to optimize the pursuit 

and balance of enterprise clients.


Requirements:--

-Must have at least 5 years experience in enterprise sales within the fintech/wealth 

management/financial advisory industry.

-Familiarity and appreciation for the cadence of enterprise technology sales -- be patient, 

be persistent, be smart, and be hungry.

-Experience growing and managing other members of a sales organization, both junior and 

senior.

Additional Information

Job Status: Full Time 

Share the Profiles to paramesh(at)tammina.com

Contact: 703-349-2332

Keep the subject line with Job Title and Location

Apply