Trader & Portfolio Operations Analyst
$80K - $90K *
Champion operational excellence by executing trades, managing portfolios, and analyzing data to support investment strategies for high-net-worth clients. Collaborate with advisors to enhance service d...
Reposted 3 weeks ago
$100K - $120K *
Lead the management of diverse commercial mortgage loan portfolios, ensuring compliance and performance monitoring while serving as a key liaison among stakeholders. Drive customer service excellence...
2 weeks ago
$100K - $120K *
Lead the charge in fostering a compassionate community, ensuring financial health while creating meaningful connections with residents and families. Drive culture, compliance, and exceptional service...
Reposted yesterday
Client Delivery - Senior Vice President
$180K - $210K *
Lead the charge in client delivery excellence, overseeing strategic implementations and fostering high-performing teams to enhance client satisfaction and operational efficiency across the Broker Deal...
2 weeks ago
$110K - $130K *
Optimize our product suite to elevate financial advisory capabilities through innovative AI solutions. Lead the entire product lifecycle, collaborating with diverse teams to transform complex workflow...
Reposted 2 days ago
$119K - $193K *
Join us to serve as a subject matter expert in estate planning for HNW/UHNW clients. Lead complex planning discussions, mentor team members, and support business development while delivering tailored...
1 week ago
Director of Client Accounting & Financial Operations
$150K - $180K *
Join our team to lead financial operations and client accounting in a dynamic multi-family office environment. Drive integration, enhance service delivery, and ensure compliance while managing relatio...
Reposted 2 days ago
Director of Treasury & Investments
$135K - $155K *
Lead treasury and investment functions, ensuring financial stewardship and strategic growth. Collaborate across teams, manage relationships, and optimize portfolio performance while aligning investmen...
Reposted 5 days ago
$80K - $95K *
Join a team that's dedicated to delivering exceptional financial insights and leadership. Oversee day-to-day accounting operations for multiple clients while mentoring junior staff and shaping financi...
2 days ago
Executive Director, Chief Compliance Officer - Canada
$170K - $200K *
Shape compliance strategies for Wealth Management, ensuring adherence to regulations while managing risks. Collaborate with business units to develop policies, conduct training, and supervise complian...
1 week ago
Director, Private Markets Accounting
$115K - $210K *
Join a team that's dedicated to overseeing accounting for alternative investment funds, focusing on private equity. This leadership role combines technical expertise with client management, team devel...
2 weeks ago
Director, Private Markets Accounting
$115K - $210K *
Manage and oversee accounting for multiple alternative investment funds, focusing on private equity. Lead client relationships, ensure timely deliverables, and mentor staff while maintaining high stan...
2 weeks ago
Investor Operations - Citi Ventures, SVP
$163K - $245K *
Accelerate operational excellence in venture investing by enhancing coordination, transparency, and efficiency across Citi Ventures. Collaborate with diverse stakeholders to drive strategic initiative...
2 weeks ago
Private Markets, Investment Associate
$121K - $159K *
Join a dynamic team focused on enhancing financial planning and investment knowledge. Engage with clients, support Wealth Advisors, and develop essential skills in a collaborative environment while pr...
Reposted 1 week ago
$75K - $90K *
Lead client interactions and onboarding processes, ensuring seamless communication and support. Collaborate with financial advisors to enhance client experiences and manage account transactions effect...
3 weeks ago
Associate, Oversight - Global Asset Management
$82K - $106K *
Empower oversight excellence by collaborating with teams to enhance governance practices, assess risks, and streamline operations in asset management. Drive continuous improvement initiatives while su...
Today
$210K - $250K *
Drive capital formation for venture funds by leading fundraising strategies, managing LP relationships, and executing successful closings. Collaborate with General Partners to shape investor relations...
4 days ago
$149K - $239K *
Drive digital strategy execution and campaign management for key accounts, overseeing planning, vendor relations, and analytics. Lead a team while fostering client relationships and delivering actiona...
2 weeks ago
ETF and 1940 Act Registered Funds Compliance Officer - Vice President
$150K - $180K *
Drive compliance excellence by overseeing regulatory frameworks for ETFs and investment funds. Collaborate with stakeholders to ensure adherence to laws, develop scalable policies, and lead initiative...
1 week ago
Wealth Growth Program Manager | New York
$170K - $300K *
Drive strategic recruiting initiatives by managing teams and optimizing processes to enhance candidate conversion for Senior Wealth Advisors. Collaborate with stakeholders to align hiring strategies w...
2 weeks ago
Senior Associate, Co-Investment
$130K - $155K *
Join us to lead the operational management of the Employee Co-Invest Program, enhancing investor experiences through strategic initiatives, cross-functional collaboration, and continuous improvement i...
1 week ago
Senior Associate, Co-Investment
$130K - $155K *
Shape the future of investor operations by leading strategic initiatives, managing co-invest funds, and enhancing the investor experience through collaboration and innovation across teams...
1 week ago
Chief Compliance Officer - Guardian
$150K - $180K *
Advance your career by leading innovative projects that drive growth and enhance operational efficiency. Collaborate with diverse teams to deliver impactful solutions and shape the future of our indus...
3 days ago
Director - Subadvisory Relationships
$110K - $130K *
Lead the charge in fostering strategic partnerships with subadvisory clients, enhancing marketing initiatives, and providing market intelligence to drive growth in the Canadian retail landscape. Colla...
3 days ago
$100K - $110K *
Elevate client experiences by managing onboarding and relationships for high-net-worth clients. Collaborate with teams to ensure seamless service delivery while maintaining compliance and enhancing op...
3 weeks ago