Service Consultant - Financial Advisor Technology Platform
versa Preferred Qualifications Experience with advisor portals and wealth management platforms such as Addepar, Black...
Senior Data Analyst - Wealth Management
or portfolio management platforms such as Addepar, Orion, or Black Diamond. Familiarity with cloud data platforms such as AWS...
Data Engineer
platforms such as Addepar, Black Diamond, Envestnet, Orion, or Tamarac • Experience with dbt (data build tool...
J.P. Morgan Wealth Management Wealth Planner, Outsourced Family Office
in financial software such as eMoney and Addepar Perform independent research to understand financial planning concepts...
Lugar: New York | 30/05/2026 17:05:32 PM | Salario: S/. No Especificado | Empresa: JPMorgan Chase
AI Discovery Specialist
and familiarity with Salesforce and planning/portfolio platforms (e.g., Tamarac, Orion, Addepar, Black Diamond);exposure to eMoney...
Lugar: Cleveland, OH | 30/05/2026 01:05:28 AM | Salario: S/. No Especificado | Empresa: Sequoia Financial Advisors
Sr. Middle Office Analyst
improvements where gaps exist. Operating and maintaining core business systems such as Addepar (a data aggregation and reporting... improvement orientation. Problem-solving mindset. Experience with Practifi (Salesforce) and Addepar is a plus....
Lugar: Miami, FL | 28/05/2026 02:05:41 AM | Salario: S/. No Especificado | Empresa: Larch Capital Partners LLC
Private Wealth Management Client Relationship Analyst
with or knowledge of Addepar Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing...
Lugar: Salt Lake City, UT | 27/05/2026 23:05:36 PM | Salario: S/. No Especificado | Empresa: Morgan Stanley
J.P. Morgan Wealth Management Wealth Planner, Outsourced Family Office
Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar Perform independent...
Lugar: New York City, NY | 20/05/2026 17:05:49 PM | Salario: S/. No Especificado | Empresa: JPMorgan Chase
Team Wealth Planner
client reporting, including building, reviewing, and updating reports within platforms such as Addepar or Tamarac..., founders, or multigenerational clients. Skills: Experience using high‑end family office technology platforms such as Addepar...
Lugar: Los Angeles, CA | 13/05/2026 21:05:02 PM | Salario: S/. $75000 per year | Empresa: Rockefeller Capital Management
Investment Analyst II
- Addepar, Black Diamond, or similar preferred Strong attention to detail and organizational skills - ability to manage...
Lugar: Camden, NJ | 13/05/2026 01:05:34 AM | Salario: S/. $110000 per year | Empresa: Holtec International