Integrated Wealth Manager Job at Boyum Barenscheer (Bloomington)

Vp audit manager - ia uspb wealth compliance fair lending privacy and legal

The Audit Manager is an intermediate level role responsible for performing moder...

Location

Canada , Mississauga

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred
Effective comprehension of business side of audit function and subject matter expertise regarding technology application
Effective verbal, written and negotiation skills
Effective project management skills
Effective influencing and relationship management skills
Demonstrated ability to remain unbiased in a diverse working environment

Job Responsibility

Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards
Review and approve the Business Monitoring Quarterly summary and serve as lead reviewer for all reviews
Collaborate with teams across the business and determine impact on overall control environment and audit approach
Manage audit activities for a component of a product line, function, or legal entity at the regional or country level
Leverage a comprehensive expertise to manage a team
Advise the business on change initiatives, while advancing integrated auditing concepts and technology adoption
Recommend interventions to issues, propose solutions for risk and control problems, partner with Directors and Managing Directors to develop approaches for broader corporate issues
Apply in-depth understanding of Internal Audit standards, policies and regulations to a specific product or function area

What we offer

Global Benefits
We bring the best to our people. We put our employees first and provide the best-in-class benefits they need to be well, live well and save well

Fulltime

Licensed Client Services Associate

As a Licensed Client Services Associate, you will be integral to our team, handl...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of relevant experience in the field
Proficiency in Wealth Management
Experience in Private Wealth Management
Possession of Series 63 Licenses
Series 65 qualification
Must hold a Series 6 license
Ability to provide excellent client service
Strong communication and interpersonal skills
Must demonstrate a high level of professionalism and integrity
Proven ability to work effectively in a team-oriented environment

Job Responsibility

Efficiently manage client transactions and money movement requests
Regularly communicate with clients regarding new business and existing issues
Execute client-specific projects as needed
Handle outbound calls and emails to service clients professionally
Review and prepare comprehensive investment reports
Accurately update client information for review meetings
Confirm transactions with clients to ensure accuracy
Responsibly manage calendars and CRM to record client interactions
Resolve client queries via phone and email promptly and effectively
Summarize meeting notes, emails, and financial data for client meetings

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

North Asia Team Lead

Join Relationship Management, to build and maintain relationships with customers...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
Management of relationship management initiatives, including oversight of colleagues and their performance
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design of customised solutions that address the client's specific needs and objectives
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support
Assessment of financial, legal, and operational risks associated with client relationships
Documentation of all client interactions, transactions, and agreements
Monitoring of client satisfaction, revenue generated, and other relevant metrics
To manage a large, complex or diverse function and take accountability for the strategic direction of the function

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Driving business growth through effective relationship-building and delivering tailored solutions to meet client needs
Manage relationship management initiatives and set the strategic direction
Provide support to the bank's senior management team

What we offer

Structured approach to hybrid working
Supportive and inclusive culture and environment
Explore flexible working arrangements
International scale with geographic reach, wide variety of functions, businesses, roles and locations
Chance to learn from a globally diverse mix of colleagues
Encouragement to embrace mobility

Fulltime

Lead Wealth Architect

We are seeking an experienced and credentialed Wealth Architect to join our team...

Location

United States , Bloomington; Arden Hills

Salary:

150000.00 - 300000.00 USD / Year

Boyum Barenscheer

Expiration Date

Until further notice

Requirements

10+ years of experience in Wealth Management or Financial Advisory roles preferred
Active CFP® certification preferred
Series 65 license preferred
Active and Valid Life and Health insurance license in Minnesota preferred
Proven experience working with high-net-worth individuals and business owners
Strong interpersonal and communication skills
Tech-savvy and comfortable in a fast-paced, collaborative environment

Job Responsibility

Leads relationships with new and existing high-net-worth clients, typically with $5M+ in net worth, providing strategic guidance and proactive support
Converts warm referrals from CPA partners, existing clients, and centers of influence into long-term advisory relationships
Delivers comprehensive financial planning across retirement, estate, tax, and investment disciplines, ensuring recommendations align with client objectives
Partners with Integrated Wealth Managers (CFP® professionals) to build, refine, and present financial plans
Coordinates with the CIO to implement investment strategies, ensuring portfolios reflect client goals and firm standards
Works closely with Client Service Representatives to ensure seamless onboarding and consistent, high-quality service
Builds and deepens internal referral relationships through intentional networking with CPA partners and team members
Upholds exceptional standards of execution, responsiveness, and client care across all interactions

What we offer

Competitive base salary with year-end “true-up” based on production
Equity opportunity as part of the compensation package
Access to high-quality referrals and internal marketing support
Long-term career path with leadership potential

Fulltime

Client Solutions Engineer

Join our Technology R&D Lab as a Client Solutions Engineer and become the techni...

Location

Switzerland , Zurich

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Strong understanding of investment management systems, portfolio accounting, and asset servicing - experience with Investment Book of Record (IBOR), Order Management Systems (OMS), or related wealth/asset management platforms
3+ years of experience in solutions engineering, technical consulting, or client-facing technical roles for enterprise software or SaaS platforms
Strong technical background with hands-on experience in software development, API integration, and cloud technologies (AWS preferred)
Proven ability to create clear, comprehensive technical documentation for diverse technical audiences
Experience supporting enterprise clients through complex software implementations and integrations
Excellent presentation and demonstration skills, comfortable presenting to both technical and executive audiences
Familiarity with RESTful APIs, event-driven architectures, and modern integration patterns
Knowledge of CI/CD practices, containerization, and cloud-native architectures
Strong problem-solving and troubleshooting skills with ability to diagnose and resolve technical issues
Exceptional communication and interpersonal skills, with ability to explain complex technical concepts to varied audiences

Job Responsibility

Deliver compelling demonstrations of our cutting edge performance calculation engine
Enable client success in proof-of-concept implementations showcasing platform capabilities
Provide hands-on technical support to client implementation teams, troubleshooting integration issues and advising on optimal approaches
Conduct technical discovery sessions with prospective clients to understand their requirements and use cases
Create and maintain comprehensive technical documentation including implementation guides, API references, integration patterns, and best practices for client engineers
Develop sample code, reference architectures, and integration examples to accelerate client adoption
Partner with Sales teams during the pre-sales process to address technical questions, assess feasibility, and scope implementation efforts
Collaborate with Product and Engineering teams to communicate client feedback, identify common integration challenges, and influence product roadmap priorities
Build reusable solution accelerators and templates that reduce implementation time and complexity
Stay current on platform capabilities, releases, and roadmap to effectively advise clients on upcoming features

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
Volunteerism opportunities
Global network support

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
More traditional learning
Opportunity to give back and make a positive impact through volunteerism

Fulltime

Global Wealth Analyst

Citi Global Wealth is looking for Full-Time Analysts to join the growing busines...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Final year of University or graduated
expected to achieve or have achieved Très bien (Very Good, 16 - 17.99, or equivalent) at undergraduate level in any degree discipline
interest in Wealth Management and Private Banking
strong interpersonal and relationship-building skills
high level of personal integrity, commitment to excellence and strong desire to learn
resiliency to work in a challenging and changing high-volume, fast-paced environment
sense of urgency and ability to execute quickly and efficiently

Job Responsibility

Develop financial models
evaluate investment ideas for clients
prepare presentations for client visits
explore and develop new business opportunities

What we offer

Four-week in-depth training program
rotational opportunities across divisions
eligibility for promotion to Associate for top performers
diversity and inclusion culture

Fulltime

Integrated Wealth Manager

Boyum Barenscheer

Location:
United States , Bloomington ▼
Arden Hills

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 28, 2025

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