$106K - $166K *
Join a team that's redefining client engagement through strategic support. Empower executive initiatives, manage global communications, and foster collaboration in a dynamic, high-growth environment...
Reposted 1 week ago
Financial Advisor Associate - Mineola
$66K - $99K *
Transform client relationships as you deliver personalized financial advice, addressing wealth management needs. Increase client retention and growth through expert analysis and tailored strategies wh...
Reposted 3 weeks ago
Director, Head of Waterfall Solutions (Private Markets)
$100K - $195K *
Elevate fee calculation and performance standards by developing scalable solutions in private markets. Lead a high-performance team to ensure accuracy, drive process excellence, and engage with stakeh...
Reposted 5 days ago
Business Enhancement Associate, Private Fixed Income
$80K - $120K *
Analyze financial models and support private credit transactions while enhancing team processes through technology. Collaborate with senior investment professionals and contribute to investment manage...
6 days ago
Financial Advisor Associate-Long Beach
$66K - $99K *
Elevate your career by serving as a trusted financial advisor, guiding clients through wealth management strategies while building meaningful relationships and achieving goals. Drive growth with perso...
Reposted 3 weeks ago
Vice President- Client Development Specialist, GMA Corporate Sales
$165K - $205K *
Drive strategic client engagement and sales optimization, enhancing analytics and client data for Corporate Sales in the Americas, while collaborating with global teams to exceed financial objectives...
Yesterday
Financial Advisor Associate- Greenpoint, Brooklyn
$66K - $99K *
Drive client relationships by analyzing financial goals and providing tailored wealth management strategies. Collaborate with prospects to enhance client acquisition and retention within a supportive...
Reposted 3 weeks ago
Assistant Operations Manager, UBS Wealth Advice Center
$75K - $95K *
Support operations management by driving service excellence, developing team members, and resolving client issues efficiently in a dynamic financial services environment. Play a key role in maintainin...
1 week ago
Corporate Access, Vice President
$150K - $200K *
Empower institutional client experiences by leading Corporate Access strategy, managing event logistics, and fostering key stakeholder relationships in a dynamic, fast-paced environment to ensure exce...
1 week ago
$200K - $220K *
Lead the preparation and review of complex tax returns for high-net-worth clients, ensuring compliance while delivering exceptional service and building strong client relationships in a fast-paced env...
4 weeks ago
$200K - $240K *
Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...
2 days 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...
2 weeks ago
Executive Director, High-Net-Worth Card Hospitality General Manager
$200K - $250K *
Tackle the challenge of leading high-net-worth client services by driving operational excellence and innovative hospitality programs that elevate the client experience while aligning with brand standa...
3 weeks ago
Structured Investments Attorney - Assistant Vice President / Vice President
$180K - $220K *
Champion strategic legal support for structured investments and annuities. Collaborate with business teams to negotiate agreements, manage risk, and ensure compliance within the financial services sec...
Today
Senior Counsel, Senior AVP: Structured Products
$139K - $260K *
Transform legal guidance in structured products for investment banking, ensuring compliance, risk management, and supporting diverse business units in complex transactions with expert negotiation and...
Reposted 4 weeks ago
Premier Client Regional Sales Manager - PNC Wealth Management
$100K - $239K *
Empower clients as a Premier Client Regional Sales Manager, driving sales strategy and team performance. Lead diverse teams, manage risks, and enhance client relationships while achieving business goa...
3 weeks ago
Client Relationship Executive (Private Equity)
$200K - $300K *
Drive strategic growth as a Director-level executive in Private Equity, focusing on enterprise-level client acquisition and multi-year revenue strategies. Collaborate across teams to enhance relations...
Today
Product Manager, Investment Reporting - Vice President
$140K - $175K *
Shape the future of alternative investment reporting by leading product initiatives in a dynamic fintech environment. Collaborate with cross-functional teams to enhance advisor platforms and optimize...
3 weeks ago
Vice President, Sales Strategy – JPMorgan Private Client
$150K - $200K *
Shape the future of sales strategy by leading initiatives that enhance effectiveness and drive growth within an affluent banking environment, collaborating closely with senior leaders and managing imp...
3 weeks ago
$139K - $218K *
Shape the future of business development by leading a dynamic team to cultivate new revenue opportunities in the fintech sector. Collaborate across departments to drive growth and innovation while men...
Yesterday
Sales Associate / Client Service Associate - Wealth Management
$75K - $95K *
Optimize client relations by delivering exceptional service and support to a Wealth Management team focused on high-net-worth clients, ensuring smooth operations and effective communication across mul...
3 days ago
Wealth Advisor - Forest Hills, NY
$105K - $250K *
Join a dynamic team of Wealth Advisors to develop personalized strategies, enhance client relationships, and drive growth through client engagement and collaboration with partners, ensuring top client...
4 weeks ago
Client Portfolio Manager, Brooklyn Direct Indexing
$123K - $193K *
Design and oversee client investment strategies, translating complex analytics into actionable insights while enhancing a direct indexing platform with a focus on personalized, tax-aware portfolios at...
Reposted 2 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...
2 weeks ago
AVP, Head of Client Experience, Americas
$100K - $130K *
Transform client engagement by leading a high-performing team dedicated to optimizing the end-to-end customer journey. Drive service excellence, operational efficiency, and innovative strategies to ex...
6 days ago