Senior Private Wealth Advisor, Practice Lead - Brokerage & Premier IRA
$114K - $165K *
Oversee and enhance wealth management services for high-net-worth clients, guiding personalized financial strategies and ensuring exceptional client experience while driving asset growth and retention...
1 week ago
$80K - $85K *
Join a team that delivers exceptional client service while managing accounts. You will support our client service initiatives, engage with diverse clients, and enhance operational workflows in a vibra...
Reposted 2 weeks ago
Regional Director - Wealth Management
$112K - $140K *
Drive advisor success by providing strategic guidance, fostering relationships, and delivering tailored solutions that enhance practice growth. Collaborate across teams to ensure advisors have access...
Reposted 2 weeks ago
Manager, Senior Portfolio Consultant
$110K - $130K *
Drive exceptional investment management services by leading a team of Portfolio Consultants, enhancing workflows and aligning strategic initiatives with Wealth Advisors to deliver high-quality client...
1 week ago
Managing Partner, Estate Planning - UHNW (West Coast)
$255K - $300K *
Lead the charge in enhancing our elite estate planning practice for ultra-high net worth families. Build, mentor, and direct a team of strategists while setting a high standard for technical excellenc...
3 weeks ago
Sr. Financial Planning Strategist
$140K - $160K *
Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...
4 days ago
$80K - $95K *
Pioneer client success by managing strategic partnerships and driving platform adoption. Collaborate across teams to enhance account health and revenue, ensuring a high-touch experience for Mid Market...
5 days ago
Premier Advisor - Arlington, VA / Georgetown
$92K - $115K *
Grow your career with a leading firm as you manage complex financial portfolios for affluent clients, leveraging diverse retail solutions and cultivating strong relationships to drive success and enha...
Reposted 2 weeks ago
$75K - $130K *
Seeking motivated sales professionals to drive client acquisition and growth. Own the sales cycle, engage prospects, and foster relationships while thriving in a fast-paced environment. Join a passion...
2 weeks ago
Portfolio Controller - Private Equity Advisory
$110K - $130K *
Drive your career forward by serving private equity clients as a vital partner. Harness your expertise to deliver tailored operational enhancements and guide portfolio companies through critical accou...
1 week ago
$147K - $273K *
Pioneer customer success initiatives, driving enterprise retention and growth across global accounts. Collaborate with stakeholders to maximize customer value and support long-term strategies for comp...
1 week ago
Retirement Plan Consulting, Senior Manager
$130K - $200K *
Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various reti...
2 weeks ago
Senior Investment Professional, Pan Alternatives
$180K - $250K *
Discover a rewarding opportunity to lead client relationships and deliver bespoke alternative investment strategies while collaborating with a dynamic team of experts in an engaging environment...
3 weeks ago
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
$87K - $123K *
Engage with clients by leading a dedicated wealth advisory team to deliver tailored financial strategies that foster long-term success and relationship building in a personal and strategic manner for...
3 days ago
$102K - $154K *
Engage with stakeholders and lead compensation initiatives to enhance competitive pay strategies. Utilize data-driven insights to influence talent management decisions, driving organizational success...
Reposted 4 weeks ago
RIA Regional Consultant – Enterprise RIAs, VP III - State Street Investment Management
$110K - $207K *
Champion growth by engaging with key Enterprise RIAs, fostering strategic partnerships while driving business development and investment solutions for a rewarding career in the investment management s...
2 weeks ago
Senior Investment Analyst - Parametric
$70K - $140K *
Join a team that's shaping investment strategy through quantitative analysis and innovation. Collaborate with experts to enhance proprietary liquid alternative strategies and utilize data-driven insig...
1 week ago
Associate Principal Analyst, Surveillance and Market Intelligence
$96K - $172K *
Lead surveillance reviews to identify unusual market activity, collaborating with teams to develop improved analytic tools and enhancing processes for a secure financial environment while ensuring com...
Reposted 1 week ago
Associate Principal Analyst, Surveillance and Market Intelligence
$96K - $172K *
Discover a rewarding opportunity in surveillance analysis, where you'll monitor complex trading activities, identify potential violations, and develop enhanced surveillance tools to support market int...
1 week ago
Senior Counsel, Senior AVP: Structured Products
$139K - $260K *
Shape the future of structured products transactions by providing expert legal counsel in investment banking, advising on complex issues, and collaborating with diverse teams to support compliance and...
Reposted 5 days ago
Senior Real Estate Portfolio Manager
$110K - $130K *
Discover opportunities by leading senior portfolio analysis and occupancy strategy for a large multi-tenant federal office building, enhancing asset planning, scenario development, and executive decis...
1 week ago
Associate Director of Advisor Sales
$115K - $230K *
Drive impactful sales strategies and empower a team of Advisor Sales Executives, navigating the retirement landscape and ensuring high partnerships through financial advisors for superior revenue grow...
1 week ago
$100K - $120K *
Join a high-impact team managing enterprise client relationships in financial services, driving platform adoption and revenue growth while collaborating across teams to enhance client success and deli...
5 days ago
$145K - $165K *
Engage as a platform expert to drive advisor adoption and funding through insightful solutions, training, and relationship management. Utilize technical expertise to enhance workflows and ensure seaml...
Today
Senior Analyst, TS Market Operations
$83K - $148K *
Transform market operations by conducting analysis of OTC equity securities, ensuring regulatory compliance while protecting investors and maintaining market integrity through collaboration and expert...
Reposted 2 weeks ago