{"version":"0.1","company":{"name":"YubHub","url":"https://yubhub.co","jobsUrl":"https://yubhub.co/jobs/skill/wealth-management"},"x-facet":{"type":"skill","slug":"wealth-management","display":"Wealth Management","count":6},"x-feed-size-limit":100,"x-feed-sort":"enriched_at desc","x-feed-notice":"This feed contains at most 100 jobs (the most recently enriched). For the full corpus, use the paginated /stats/by-facet endpoint or /search.","x-generator":"yubhub-xml-generator","x-rights":"Free to redistribute with attribution: \"Data by YubHub (https://yubhub.co)\"","x-schema":"Each entry in `jobs` follows https://schema.org/JobPosting. YubHub-native raw fields carry `x-` prefix.","jobs":[{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_e63e53e5-a49"},"title":"Premier Wealth Relationship Manager","description":"<p>Join HSBC and fulfil your potential as a Premier Wealth Relationship Manager. This role will help you to stand out in your career, whether you want to reach the top or take a new direction. You will be part of International Wealth and Personal Banking, which delivers on HSBC&#39;s purpose by providing customers with borderless banking and world-class wealth management.</p>\n<p>As a Premier Wealth Relationship Manager, you will maximise profit and growth of Premier clients&#39; portfolios, achieve financial targets, and promote our Premier Service to potential customers. You will also manage the total wealth of your clients by matching our financial and investment product solutions to their needs.</p>\n<p>To be successful in this role, you should have a Bachelor&#39;s degree or relevant experience, minimum of three years proven and progressive financial services and/or retail sales experience, and capabilities in introducing insurance and investment products. You should also have relationship management experience with high net worth clients, strong technical skills, and strong communication, client focus, and influencing skills in wealth management.</p>\n<p>You&#39;ll achieve more when you join HSBC. We offer opportunities, support, and rewards that will take you further. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. We provide a leading premium proposition through Premier Banking and are present across the world&#39;s most important markets, booking centres, and corridors most valued by our clients.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_e63e53e5-a49","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Intl Wealth & Premier Banking","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774610453615","x-work-arrangement":"onsite","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["relationship management","financial services","retail sales","insurance","investment products","wealth management"],"x-skills-preferred":[],"datePosted":"2026-04-18T22:10:39.770Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ho Chi Minh"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"relationship management, financial services, retail sales, insurance, investment products, wealth management"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_4fc659fc-790"},"title":"Premier Wealth Relationship Manager, Ha Noi","description":"<p>Some careers have more impact than others. If you&#39;re looking for a career where you can make a real impression, join HSBC and discover how valued you&#39;ll be.</p>\n<p>Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.</p>\n<p>International Wealth and Premier Banking (IWPB) helps deliver on HSBC&#39;s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.</p>\n<p>Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.</p>\n<p>Roles &amp; Responsibilities:</p>\n<p>Impact on the Business</p>\n<ul>\n<li>Maximize profit and achievement of the growth of Premier clients portfolio</li>\n<li>Achieve agreed financial targets by development of existing and new 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strategies in line with Group operating models</li>\n<li>Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date</li>\n</ul>\n<p>Customers / Stakeholders</p>\n<ul>\n<li>Own the client relationship with HSBC</li>\n<li>Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group</li>\n<li>Maintain highest standard of excellence in client service across the team and with individual portfolio</li>\n<li>Ongoing analysis of client portfolios through marketing of ideas and researching clients</li>\n<li>Monitor client satisfaction data implementing portfolio level improvements</li>\n<li>Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to 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using relevant MI to identify risk situations and take any appropriate action to minimise loss</li>\n<li>Adhere to selling process and sales quality requirements</li>\n</ul>\n<p>Qualifications &amp; Experience</p>\n<ul>\n<li>Bachelor&#39;s degree or equivalent experience</li>\n<li>Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent</li>\n<li>Capabilities in introducing insurance and investment products</li>\n<li>Relationship management experience with high net worth clients</li>\n<li>Strong technical skills in wealth management</li>\n<li>Strong communication, client focus and influencing skills</li>\n<li>Strong sales orientation, networking and portfolio management skills</li>\n<li>Sound knowledge of financial services products and services and the client relationship management system</li>\n<li>Understanding of business banking client segment and products and services</li>\n<li>Local regulatory &amp; license 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of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>5+ years of enterprise B2B sales experience, with significant time selling into asset managers, hedge funds, private banks, wealth managers, or family offices.</li>\n</ul>\n<ul>\n<li>A track record of closing complex, multi-stakeholder deals within investment management firms by navigating both technical requirements and business use cases.</li>\n</ul>\n<ul>\n<li>Deep familiarity with how asset and wealth managers buy technology,including vendor due diligence, regulatory compliance reviews, and enterprise procurement processes.</li>\n</ul>\n<ul>\n<li>Experience negotiating enterprise agreements within investment management procurement frameworks, including navigating legal, compliance, and infosec requirements.</li>\n</ul>\n<ul>\n<li>Proven history of exceeding revenue targets 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1924, Benjamin Graham began teaching a night class at Columbia Business School. His students were Wall Street professionals who came to learn a radical idea: that investing could be rigorous, disciplined, and principled, not merely speculative. Graham insisted that the best investors weren&#39;t the ones with the sharpest instincts, but the ones who built the most trustworthy systems. He spent the rest of his career proving it.</p>\n<p>A century later, most investment platforms still feel like they were designed for the speculative crowd. Mercury is building something different. We believe startups and growing businesses deserve investment infrastructure that is principled, transparent, and embedded in the tools they already use to run their finances.</p>\n<p>Our Treasury product already helps thousands of companies put their idle cash to work, and Mercury Invest brings investing to our personal banking customers. 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You&#39;ll sit in the Product org, working at the intersection of investments, product development, brokerage operations, and compliance, ensuring that as we scale our investment platform, we do so with the rigor and care our customers trust us for.</p>\n<p>In This Role, You&#39;ll...</p>\n<ul>\n<li>Set the overall direction for our investment products across business and personal offerings (Treasury and Invest), including how we design, position, and evolve them over time, shaping how tens of billions of dollars are managed on behalf of our customers.</li>\n<li>Serve as President of Mercury Advisory (our RIA), acting as the firm&#39;s accountable leader for investment strategy, client outcomes, and regulatory integrity. You&#39;ll be a named executive officer and primary point of contact for regulators, responsible for the quality and consistency of the investment products and services we deliver.</li>\n<li>Serve as the CEO of our introducing broker-dealer, establishing strong governance, overseeing brokerage operations, and ensuring alignment across product, operations, compliance, and external partners.</li>\n<li>Act as the senior decision-maker on regulatory and business risk matters for our investment entities, synthesizing input from Legal, Compliance, Product, and represent those decisions to regulators when needed. You won&#39;t delegate compliance awareness, you&#39;ll live it.</li>\n<li>Foster relationships with key partners - custodians, fund managers, and critical vendors</li>\n<li>Build a culture that values analytical rigor, regulatory integrity, and the kind of product-minded thinking that makes Mercury distinctive.</li>\n</ul>\n<p>You Might Be a Great Fit If You...</p>\n<ul>\n<li>Have 12+ years of experience in investment management, asset management, or wealth management, with meaningful time spent in a leadership role at an RIA, ideally one affiliated with a broker-dealer.</li>\n<li>Are eligible to serve (or have served) as a president of a registered investment adviser and a principal of a broker-dealer, and hold (or are able to obtain) a Series 24 license. You understand the regulatory landscape at a practitioner level, not just theoretically.</li>\n<li>Have experience owning trading operations and overseeing best-execution responsibilities within an affiliated RIA and broker-dealer, including how orders are submitted and managed to optimize execution quality at scale.</li>\n<li>Bring a strong product mindset, with experience building or scaling investment products and platforms in a high-growth environment.</li>\n<li>Have direct experience navigating SEC and FINRA regulatory requirements and working with examiners, and have helped build or operate investment platforms that meet regulatory standards.</li>\n<li>Are a first-principles thinker who can design investment products to meet the distinct needs of both corporate treasury customers and individual retail investors, balancing simplicity, performance, and operational scalability.</li>\n<li>Are a strong communicator who can make complex investment and regulatory concepts accessible to product teams, executives, and customers alike.</li>\n<li>Have a high bar for operational excellence and detail. You understand how breakdowns in trading, reconciliation, or reporting can impact the integrity of the entire system.</li>\n</ul>\n<p>Organizational Context</p>\n<ul>\n<li>This role sits within the Product organization, reporting to the Head of Banking.</li>\n<li>You&#39;ll work closely with Investments Operations, Investments Compliance, and the broader Risk and Legal teams.</li>\n<li>As President of Mercury Advisory and CEO of our broker-dealer, you&#39;ll carry fiduciary and regulatory responsibilities that extend beyond typical product leadership.</li>\n</ul>\n<p>The total rewards package at Mercury includes base salary, equity, and benefits.</p>\n<p>Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate&#39;s experience, expertise, geographic location, and internal pay equity relative to peers.</p>\n<p>Our target new hire base salary ranges for this role are the following:</p>\n<ul>\n<li>US employees (any location): $289,700 - $362,100</li>\n</ul>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_cefb0a7b-903","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Mercury","sameAs":"https://www.mercury.com/","logo":"https://logos.yubhub.co/mercury.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/mercury/jobs/5850040004","x-work-arrangement":"remote|hybrid","x-experience-level":"senior|executive","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["investment management","asset management","wealth management","registered investment adviser","broker-dealer","Series 24 license","trading operations","best-execution responsibilities","SEC and FINRA regulatory requirements","operational excellence","detail-oriented"],"x-skills-preferred":[],"datePosted":"2026-04-17T12:45:55.152Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"San Francisco, CA, New York, NY, Portland, OR, or Remote within United States"}},"jobLocationType":"TELECOMMUTE","employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Fintech","skills":"investment management, asset management, wealth management, registered investment adviser, broker-dealer, Series 24 license, trading operations, best-execution responsibilities, SEC and FINRA regulatory requirements, operational excellence, detail-oriented"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_36d9edd6-d49"},"title":"Investor Relations Manager","description":"<p>As our Investor Relations Manager, your core responsibility is making sure every client understands, trusts, and feels well-served by their investment in Flock. You will build deep, trusted relationships with clients who are often navigating their first institutional investment and for whom an exchange with Flock may represent one of the most significant financial decisions of their lives.</p>\n<p>Your job is to make them feel informed, respected, and confident. You will lead the creation of quarterly performance reports, monthly updates, and regular webinars that translate fund performance and mechanics into clear, honest narratives that a less sophisticated audience can understand and trust.</p>\n<p>You will navigate both the technical complexity and the human stakes with equal confidence, knowing that a well-handled conversation builds trust that compounds over time. You will partner with Finance and Legal to ensure all investor communications meet regulatory standards and accurately reflect the Fund&#39;s health and strategy.</p>\n<p>You will get in front of clients and their advisors in person, building relationships that last requires showing up – you will travel regularly to meet clients where they are and deepen trust through personal connection. You will assist with the planning and execution of Flock&#39;s investor events, including our Annual Client Summit – bringing clients together in ways that reinforce community, transparency, and long-term confidence in the Fund.</p>\n<p>You will have 4–8 years of experience in investor relations or wealth management at a fund, asset manager, or financial advisory firm. You will have exceptional communication skills, being able to explain fund performance to a retiree in Phoenix and a tax attorney in New York in the same afternoon, and both leave the call feeling heard and informed. You will have high EQ, bringing genuine patience, warmth, and the ability to hold space for anxiety around liquidity and complexity, without losing accuracy.</p>\n<p>You will have familiarity with Reg D, accredited investor verification, and the compliance considerations relevant to a private real estate fund operating across an advisor-led distribution channel, or an ability to learn quickly. You will have strong quantitative skills – you can model, analyze, and interpret financial performance data across both fund and asset levels. You will have a strong ownership mentality, anticipating client needs, surfacing problems early, and acting with the urgency and care that this client base deserves.</p>\n<p>You will be based in Denver, CO; New York, NY; or San Francisco, CA, and will receive a compensation package of $185–205k OTE, plus equity and benefits (medical/dental/vision insurance, 401k, and unlimited PTO).</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_36d9edd6-d49","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Flock","sameAs":"https://www.flock.com/","logo":"https://logos.yubhub.co/flock.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/flockhomes/jobs/4680890005","x-work-arrangement":"onsite","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":"$185-205k OTE","x-skills-required":["Investor Relations","Wealth Management","Fund Performance Reporting","Regulatory Compliance","Financial Analysis"],"x-skills-preferred":[],"datePosted":"2026-04-17T12:33:36.886Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver, New York, or San Francisco"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"Investor Relations, Wealth Management, Fund Performance Reporting, Regulatory Compliance, Financial Analysis","baseSalary":{"@type":"MonetaryAmount","currency":"USD","value":{"@type":"QuantitativeValue","minValue":205000,"maxValue":205000,"unitText":"YEAR"}}},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_572f1138-e69"},"title":"Strategic Account Executive, Asset & Wealth Management","description":"<p><strong>About Anthropic</strong></p>\n<p>Anthropic&#39;s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.</p>\n<p><strong>Responsibilities</strong></p>\n<ul>\n<li>Own the full sales cycle from prospecting through close, winning new business and driving revenue within asset and wealth management accounts. Navigate organisational structures to reach decision-makers across investment teams, operations, technology, and client-facing functions.</li>\n</ul>\n<ul>\n<li>Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of investment management firms. 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However, some roles may require more time in our offices.</p>\n<p><strong>Visa sponsorship:</strong> We do sponsor visas! However, we aren&#39;t able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.</p>\n<p><strong>We encourage you to apply even if you do not believe you meet every single qualification.</strong> Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you&#39;re interested in this work.</p>\n<p><strong>Your safety matters to us.</strong> To protect yourself from potential scams, remember that Anthropic recruiters only contact you from @anthropic.com email addresses. 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