$83K - $139K *
Help us redefine estate planning for high-net-worth clients by collaborating with attorneys and streamlining case management. Deliver expert reviews on trusts and assets while providing tailored strat...
4 weeks ago
Principal Solutions Specialist (SME) - Advisor & Client Experience (RIA)
$176K - $190K *
Grow your career with a role that leverages your RIA operations expertise to enhance advisor and client experiences, engage with market prospects, and build lasting relationships in the financial serv...
2 weeks ago
VP, International Financial Consultant - Europe, Middle East and Africa
$120K - $180K *
Champion client relationships and drive growth for HNW international clients across EMEA and Americas, focusing on proactive engagement, business development, and financial goal achievement through ex...
Reposted 1 week ago
$80K - $189K *
Empower your career with opportunities to design and implement transformative solutions in Wealth Management. Collaborate with industry experts to meet evolving client needs and drive impactful digita...
Reposted 1 week ago
$120K - $165K *
Champion client relationships by providing strategic consulting and support for retirement plans. Manage ongoing client engagement, resolve issues, and foster profitability while enhancing service del...
1 week ago
$80K - $120K *
Shape the future of digital estate planning by driving growth through strategic sales to financial advisory firms. Collaborate cross-functionally, deliver insightful demos, and educate clients to enha...
3 weeks ago
Enterprise Client Relationship Executive
$110K - $130K *
Empower your career by managing and expanding client relationships for national accounts. Leverage strategic insights to enhance client satisfaction and retention, advocating for client needs while dr...
1 week ago
Compliance Officer, Compliance – Distribution
$108K - $135K *
Support the compliance framework for broker-dealer operations, overseeing licensing, conflicts of interest, and e-surveillance. Collaborate across teams to enhance compliance processes and ensure adhe...
1 week ago
Wealth Management Branch Examiner
$70K - $125K *
Empower regulatory integrity through independent branch examinations, collaborating with teams to assess compliance, address risks, and enhance supervisory practices. Join a dynamic environment where...
2 weeks ago
Relationship Associate, Institutional Client Relations
$75K - $90K *
Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...
1 week ago
$70K - $95K *
Join a team that's instrumental in driving financial reporting and forecasting initiatives, enhancing processes and systems in a multi-entity environment. Contribute to strategic insights while collab...
Reposted 2 days ago
$120K - $150K *
Unlock potential by underwriting complex mortgage loans for high-net-worth clients. Collaborate with financial professionals to analyze multifaceted income streams and provide tailored lending solutio...
2 weeks ago
Lead Associate - Private Client Group
$79K - $112K *
Transform client experiences in wealth management by leading trainings, resolving complex issues, and coaching associates to ensure compliance and excellence in service delivery across the Private Cli...
Today
Portfolio Manager, Health and Wealth Distribution Operations
$150K - $180K *
Innovate by overseeing complex cross-functional projects, ensuring timely delivery and alignment with strategic objectives while leading and mentoring teams through ambiguity and change...
2 weeks ago
Senior Specialist, Financial Crimes and Digital Assets
$90K - $130K *
Lead the effort in model validation and oversight, ensuring compliance and sound methodologies within a strategic risk management framework. Collaborate with stakeholders to enhance model performance...
Reposted 5 days ago
$120K - $180K *
Reimagine client relations by driving acquisition and growth through strategic CPA partnerships. Leverage your profound financial planning expertise to engage high-net-worth clients and cultivate last...
2 weeks ago
$120K - $150K *
Accelerate your career by driving client growth, leveraging CPA partnerships, and delivering comprehensive wealth strategies while establishing strong market presence and fostering long-term client re...
2 weeks ago
$120K - $150K *
Lead the development and strategy of innovative application services, driving integration and security in a cloud-based environment. Mentor a technical team, enhance platform capabilities, and collabo...
2 weeks ago
$112K - $187K *
Elevate incident recovery strategies as a key leader, driving cross-functional teams toward swift resolutions and high-quality improvements within critical production environments, while embedding SRE...
2 weeks ago
$106K - $140K *
Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...
Reposted today
$106K - $140K *
Design and manage enterprise software implementation projects, ensuring alignment between business needs and technical development. Collaborate with clients and internal teams to deliver high-quality...
3 days ago
Senior Risk Governance Manager
$110K - $140K *
Empower risk governance as you enhance controls and processes in complex environments. Collaborate cross-functionally to advance strategic outcomes and drive compliance, leveraging data insights and s...
1 week ago
Regional Business Development Officer
$80K - $120K *
Advance business development by building strategic relationships with RIAs and financial advisors, driving profitable growth through effective presentations and tailored trust services. Leverage exper...
Reposted 2 weeks ago
$80K - $120K *
Elevate your career by managing all aspects of alternative asset operations. Support valuation accuracy, lead strategic improvements, and collaborate with investment teams to enhance processes crucial...
5 days ago
$80K - $110K *
Elevate your career by driving Salesforce solutions that enhance user experience and streamline business processes. Collaborate with cross-functional teams to deliver high-quality enhancements and ens...
3 weeks ago