Vice President, Client Relationship Manager
$125K - $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 5 days ago
$139K - $160K *
Lead the full enterprise sales cycle, engaging with C-suite stakeholders and driving strategic partnerships in WealthTech. Leverage relationships to overcome complex business challenges and deliver me...
3 weeks ago
$69K - $107K *
Join our Key & Strategic Client Success Management team to maximize client value, drive adoption and ensure retention through strategic partnerships and advocacy, offering a seamless experience while...
Reposted 2 weeks ago
Sr. Account Executive - Key Accounts
$128K - $150K *
Transform client relationships into growth opportunities as you drive consultative sales cycles for top firms. Collaborate with cross-functional teams to implement strategies, achieve quota, and expan...
6 days ago
$108K - $120K *
Grow your career with a dynamic sales team driving innovation in wealth management. As an Account Executive, you'll execute territory plans, engage decision-makers, and lead the sales cycle for our cu...
3 weeks ago
Regional Vice President, New Client Development
$225K - $250K *
Lead client acquisition initiatives by collaborating with financial advisory teams to drive business growth and enhance wealth management solutions for high net worth individuals, ensuring exceptional...
2 days ago
Regional Vice President, New Client Development
$225K - $250K *
Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...
2 weeks ago
$99K - $211K *
Champion strategic partnerships and drive innovation in the payments sector by managing a diverse client portfolio, ensuring exceptional service and fostering long-term relationships with key stakehol...
Reposted 1 week 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...
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...
2 weeks ago
$178K - $223K *
Drive strategic partnerships by aligning with product vision, ensuring seamless integration of external technology partners, enhancing operational efficiency, and fostering a collaborative environment...
1 week ago
Principal Enterprise Account Manager
$125K - $150K *
Champion enterprise growth by managing key client relationships, driving retention and revenue expansion. Leverage insights to create strategies, foster collaboration, and enhance client value through...
Today
$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...
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...
4 weeks ago
Senior Wealth Management Compliance Officer
$90K - $110K *
Join a team that's dedicated to enhancing compliance within Wealth Management. You'll lead independent oversight, evaluate risks, and support leadership in navigating complex regulations while enrichi...
1 week ago
Senior Wealth Management Compliance Officer
$88K - $105K *
Unlock potential by providing comprehensive compliance oversight for Wealth Management, ensuring effective risk management, regulatory guidance, and governance to support leadership in navigating the...
1 week ago
Senior Wealth Management Compliance Officer
$95K - $115K *
Shape the future of compliance by overseeing program integrity, providing expert guidance, and ensuring regulatory compliance in Wealth Management. Lead risk assessments and audits while fostering str...
1 week 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...
2 weeks ago
$110K - $130K *
Transform client success by leveraging institutional investment expertise to drive retention and revenue growth for top-tier clients through strategic relationship management and data-driven decision...
1 week ago
$110K - $130K *
Advance enterprise sales initiatives by strategically engaging target accounts. Build relationships and leverage consultative selling to identify and fulfill client data needs, driving revenue growth...
Reposted today
Vice President, Client Reporting, Conversion Specialist
$125K - $150K *
Champion the client conversion lifecycle, managing data migrations and project timelines, while collaborating cross-functionally with teams to ensure successful onboarding and integration into the pla...
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...
3 weeks 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...
2 weeks ago
Institutional Sales Representative - Global Markets
$125K - $150K *
Engage with global markets to drive growth for crypto firms. Establish effective sales methodologies and lead innovative campaigns, leveraging insights and fostering client relationships to enhance of...
3 weeks ago
Senior Relationship Manager - Annuities Distribution
$110K - $130K *
Elevate your career by managing strategic relationships with key distribution partners. You'll drive growth, develop customized business plans, and collaborate across teams to enhance market share and...
3 weeks ago