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Remote Rbc Wealth Management Jobs in New Jersey (NOW HIRING)

State Street Global Advisors

Senior Consultant, AVP

Princeton, NJ · Remote

$90K - $157K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What we are looking for Senior Consultants in our Wealth Management practice serve as subject ... when remote from clients. Travel of 30%-50% is typical and but may exceed that in any given year.

State Street Global Advisors

Senior Consultant, AVP

Clifton, NJ · Remote

$90K - $157K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What we are looking for Senior Consultants in our Wealth Management practice serve as subject ... when remote from clients. Travel of 30%-50% is typical and but may exceed that in any given year.

PerformLine

Senior Account Executive

Morristown, NJ · On-site +1

$110K - $180K/yr

Hybrid (Morristown, NJ) OR Remote (US) ABOUT PERFORMLINE PerformLine is a leading provider of multi ... Lead vertical expansion efforts into insurance and wealth management, leveraging existing financial ...

L'attitude

Financial Services Recruiter

Newark, NJ · Remote

$60K - $100K/hr

... wealth management, and other financial services sectors * Conduct high-volume outbound recruiting ... Capable of managing multiple requisitions simultaneously * Ability to work efficiently in a remote ...

State Street Global Advisors

Consultant, Officer

Princeton, NJ · On-site +1

$70K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... wealth management and hedge funds. Together we have created the first open front-to-back platform ... when remote from clients. Travel of 20 - 25% is typical but may exceed that at any given year.

Axos Bank

Software Development Manager - Banking

Edison, NJ · On-site +1

$160K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Remote or Hybrid is not available. Axos is looking for an experienced, product-oriented VP, ... This includes everything from banking, investing/trading, wealth management, planning, etc. You ...

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Remote Rbc Wealth Management information

What is the difference between Remote Rbc Wealth Management vs Remote Financial Advisor?

AspectRemote Rbc Wealth ManagementRemote Financial Advisor
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentBank-affiliated, corporate settingIndependent or firm-affiliated, client-focused
Employer & IndustryRBC, banking and wealth management industryFinancial services firms, independent or corporate

Remote Rbc Wealth Management professionals typically work within RBC's banking environment, focusing on high-net-worth clients, while Remote Financial Advisors may work independently or for various firms, offering broader financial planning services. Both roles require similar certifications and serve clients remotely, but their employer settings and client focus differ.

What are the most commonly searched types of Rbc Wealth Management jobs in New Jersey?

The most popular types of Rbc Wealth Management jobs in New Jersey are:

What are popular job titles related to Remote Rbc Wealth Management jobs in New Jersey?

For Remote Rbc Wealth Management jobs in New Jersey, the most frequently searched job titles are:

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The top searched job categories for Remote Rbc Wealth Management jobs in New Jersey are:

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Cities in New Jersey with the most Remote Rbc Wealth Management job openings:

Remote Rbc Wealth Management jobs near you
Infographic showing various Remote Rbc Wealth Management job openings in New Jersey as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 2% Temporary, 2% Contract, and 1% Nights. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Wealth Professional Services Consultant, Officer

State Street Global Advisors

Clifton, NJ • On-site, Remote

$70K - $118K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

What we are looking for

Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients. Their contributions includeleadingand defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live".Consultants are expected to demonstrate basic understanding of the entire CRIMS offering and basic proficiency inWealth Management.

Why this job is important to us

The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

What you will be responsible for

  • Serve asa Wealthsubject-matter expert within CRIMS implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project. Ensure the solution meets theclient'sbusiness needs and that the client is prepared to assume ownership and operate the solution after go-live.

  • Provide assistance toother members of the Professional Services team andproactivelydevelop and share best practices.

  • Educate clients on the functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.

  • Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.

  • Contribute to software quality by clearly communicating defects to Technical Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.

What we value

  • Experience supporting or implementingwealth management solutions within a wealth management firmor software provider.Experience with managed account (SMA/UMA) programs, mutual fundwrapprograms, Rep as PM, and Rep as Advisor programs is especially valuable.

  • Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus. Familiarity with Crystal Reports or similar reporting packages is a plus.

  • Familiar with SDLC Lifecyle

  • A strongappreciation ofclient service. Consultants must understand client needs and build effective relationships. Must have the ability to work within a team environment and be focused on providing high-quality service to our clients.

  • Teamplayerwho shares knowledge and experience openly.Takesthe initiativeto keep other team members informed by contributing to Best Practices library. Leverages the expertise of more-experienced colleagues.

  • Strong verbal and written communication skillsincludingthe ability to convey plans, issues and risks to clients and team members in a clear and concise manner.

  • Strongproblem-solvingskills.An analyticalthinker who can decompose complex issues into components and perform root cause analysis.

  • Strong time management skillsincludingthe ability to manage multiple projects in parallel.

  • The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 20%-40% is typical and but may exceed that in any given year.

Education & Preferred Qualifications:

Four (4) yeardegreeina businessor technicalfieldsuch as Finance, Mathematical Finance, Economics,Engineering or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.

2-3+years'experience

Salary Range:

$70,000 - $118,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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