Vice President, Client Relationship Manager
$100K - $150K *
Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...
Reposted 2 weeks ago
$100K - $150K *
Champion client service excellence by leading a dedicated team, ensuring streamlined operations, cross-department collaboration, and fostering long-term client relationships while enhancing overall se...
Today
$163K - $271K *
Unlock your potential as you lead a high-performing team, driving growth for financial advisors through strategic engagement and innovative advisory solutions while maintaining a deep knowledge of mar...
1 week ago
Senior Client Development, Private Wealth
$100K - $150K *
Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...
2 weeks ago
$115K - $130K *
Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...
3 weeks ago
Vice President, Northwest Zone Leader - Underwriting
$150K - $200K *
Accelerate progress at our Northwest Region by leading underwriting excellence, driving growth, and cultivating broker relations. Join our dynamic team to elevate performance, optimize portfolio manag...
Today
Vice President, Client Reporting Support Manager
$120K - $150K *
Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...
1 week ago
VP, Business Development Financial Services
$170K - $285K *
Join a high-impact team to drive new client acquisition and revenue growth in Financial Services. Shape and negotiate multi-year agreements, fostering strategic partnerships and leveraging market insi...
1 week ago
Vice President, Southwest Zone Leader - Underwriting
$150K - $200K *
Lead the charge in enhancing underwriting excellence and driving growth across the Southwest Region. Oversee a dedicated team, optimize operations, and strengthen broker relationships to ensure profit...
Today
$200K - $500K+*
The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...
Reposted 3 weeks ago
Director, New Client Development
$125K - $150K *
Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...
3 weeks ago
VP, Head of Investment Accounting
$180K - $268K *
Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...
3 weeks ago
$190K - $210K *
Lead the development and execution of a comprehensive privacy strategy, ensuring compliance with global regulations while driving organizational readiness. Collaborate cross-functionally to embed priv...
2 weeks ago
$150K - $200K *
Lead the charge in shaping innovative solutions that enhance organizational efficiency, collaborating with cross-functional teams to drive projects and initiatives to successful completion, while fost...
2 weeks ago
SVP Insurance Actuarial Engineering
$180K - $220K *
Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...
3 weeks ago
RVP, Regional Client Relations
$89K - $148K *
Lead the charge in enhancing client relationships and team performance through strategic coaching and mentorship, while managing a portfolio of mid-sized companies to foster growth and satisfaction...
3 weeks ago
Advisor Consultant, Broker Dealer, Pac NW
$85K - $100K *
Shape the future of investment management by building lasting relationships with advisors in the Pac NW. Drive growth in mutual funds, SMAs, and ETFs through expert insights and innovative strategies...
1 week ago
$140K - $160K *
Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...
1 week ago
$100K - $135K *
Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...
3 weeks ago
SVP, SBA Business Development Officer
$120K - $150K *
Join a team that's focused on identifying, procuring, and closing new SBA loans, driving business through dynamic market development. Cultivate relationships and deliver excellent service to foster gr...
Reposted 1 week ago
$75K - $130K *
Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...
3 weeks ago
Regional Business Development Manager, Tax Channel
$100K - $110K *
Grow your career with a pivotal role driving the recruitment of Financial Advisors and Accounting Firms, promoting our value proposition, and building lasting relationships to enhance our presence in...
1 week ago
$130K - $228K *
Build successful client relationships by executing a strategic business development plan, focusing on ultra-high-net-worth individuals and families to drive growth through tailored wealth management s...
4 weeks ago
$90K - $120K *
Lead the charge in managing financial services for real estate investments, ensuring sound underwriting, due diligence, and financial analysis while overseeing a team to facilitate strategic acquisiti...
1 week ago
$85K - $95K *
Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...
3 weeks ago