$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...
3 weeks ago
$150K - $180K *
Drive strategic wealth planning solutions by collaborating with elite teams to deliver personalized strategies for sophisticated clients, enhancing relationships through expert analysis and execution...
3 days 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 1 week ago
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...
3 weeks ago
Senior Special Needs Trust Officer
$90K - $110K *
Empower individuals with disabilities by expertly administering Special Needs Trusts and collaborating with professionals to ensure compliance and optimal support for beneficiaries, maintaining their...
Reposted 3 days ago
Attorney (Estate Planning Strategist) - (Texas Remote)
$90K - $130K *
Innovate estate planning strategies for high-net-worth clients in a dynamic team. This role encompasses client interactions, legal document reviews, and collaboration with wealth management experts to...
2 weeks ago
Attorney (Estate Planning Strategist) - (Texas Remote)
$90K - $130K *
Join a team that's committed to providing high-quality estate planning for affluent clients. Leverage your legal expertise to guide wealth management teams, review documents, and lead client solutions...
2 weeks ago
$95K - $115K *
Develop security strategies and practices to integrate robust security across the software lifecycle while collaborating with IT and development teams to promote a culture of secure coding and continu...
Reposted yesterday
Senior Associate, Global Client Group (Traditional Institutional Group)
$95K - $115K *
Shape client relationships and drive strategic initiatives in the financial services sector. Collaborate with cross-functional teams to enhance service delivery and identify growth opportunities for i...
1 week ago
Senior Data Product Owner - Trusted Master Data
$110K - $130K *
Empower your career as a Data Product Owner leading the Trusted Master Data initiative. You'll drive data governance, operational success, and the transformation of business leaders into accountable d...
Reposted 1 week ago
Senior Principal Private Equity Sales
$138K - $235K *
Lead strategic initiatives to drive revenue growth with private equity sponsors and portfolio firms. Foster executive-level relationships and develop tailored solutions to capitalize on investment opp...
2 days ago
AVP, Insurance Solutions & Advisor Enablement
$106K - $177K *
Empower advisors by driving insurance solution adoption and execution across the East Coast. You'll deliver impactful training, develop resources, and enhance advisor capabilities, integrating insuran...
3 weeks ago
Senior Portfolio Consultant (Mountain or Pacific Time Zones)
$89K - $105K *
Optimize client investment implementations and support growth by leading portfolio transitions while ensuring strategic alignment across teams. Collaborate with Wealth Advisors to deliver exceptional...
5 days ago
$100K - $120K *
Elevate client engagement by guiding High Net Worth families in strategic estate and tax planning. Collaborate with internal teams to ensure timely delivery of exceptional service, addressing their un...
3 days ago
$110K - $130K *
Unlock potential by managing high-value, complex client relationships. Drive retention, establish outcome baselines, and collaborate with C-suite executives to ensure account success. Enjoy high auton...
2 weeks ago
Financial Wellness Consultant I
$85K - $125K *
Join a team that's focused on enhancing client financial wellness through strategic planning, relationship management, and program execution. Cultivate strong client partnerships and drive innovative...
2 weeks ago
$80K - $95K *
Shape the future of financial integrity by leading accounting analyses, overseeing audits, and mentoring staff, while driving M&A initiatives and ensuring compliance with GAAP principles in a dynamic...
3 days ago
Product Marketing Manager, International Markets & Family Offices
$106K - $166K *
Drive effective product marketing strategies for the single-family office segment across EMEA, LATAM, and APAC. Collaborate with sales and product teams to tailor messaging and go-to-market campaigns...
3 weeks ago
Partner Account Manager - Miami
$80K - $90K *
Develop and drive impactful partnerships in a fast-paced environment, focusing on building relationships with tech partners and financial advisors. Play a crucial role in expanding market reach and ge...
2 weeks ago
Client Development Associate (Pacific Standard Time)
$80K - $100K *
Engage clients through seamless onboarding to enhance their journey from agreement to active relationship, collaborating with the team to ensure smooth, efficient processing and satisfaction throughou...
1 week ago
Senior Business Development Officer - Institutional Asset Management
$110K - $130K *
Deliver innovative solutions by consulting with institutional clients to address their financial needs. Drive new business opportunities, cultivate relationships, and leverage your expertise to positi...
Reposted 4 days ago
Trust Advisor - Special Needs Trust
$96K - $207K *
Transform client experiences by delivering fiduciary expertise in administering Special Needs Trusts. Collaborate with clients to ensure compliance and cultivate strong relationships that support clie...
Reposted 5 days ago
Senior Client Delivery Analyst
$95K - $115K *
Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...
3 weeks ago
$110K - $130K *
Join a team that drives strategic vision by managing credit portfolios, ensuring risk assessment, client engagement, and effective communication. Lead initiatives and collaborate with various teams fo...
4 weeks ago
$110K - $130K *
Lead strategic discussions with business owners to optimize growth and wealth management. Support transition planning, navigate family dynamics, and utilize financial strategies to enhance client rela...
Reposted 4 days ago