Associate Client Success Manager - Financial Services
$80K - $110K *
Support and enhance client relationships in the financial sector by facilitating onboarding, ensuring product adoption, and promoting engagement with data-driven solutions in a dynamic environment...
4 days ago
Portfolio Management, Private Asset Management (Nashville, TN or Birmingham, AL)
$124K - $155K *
Unlock potential by delivering tailored investment strategies for high net worth clients. This role demands expertise in portfolio management, client engagement, and market trend analysis to drive opt...
3 days ago
Business Analysis Advisor Senior--Legal Business and Finance
$80K - $110K *
Champion business analysis initiatives by leading cross-functional teams, refining processes, and delivering strategic insights to ensure effective communication and project success across multiple st...
3 weeks ago
Director of Portfolio Monitoring and Risk
$150K - $200K *
Shape the future of portfolio monitoring and risk by leading a global team to enhance analytics, frameworks, and client solutions across private markets, ensuring alignment with investment strategies...
3 weeks ago
Relationship Executive-Healthcare Services-Executive Director
$90K - $120K *
Lead client acquisition and relationship management within healthcare services, enhancing profitability and innovation through strategic partnerships and effective communication while working in a col...
Reposted 3 days ago
$70K - $95K *
Transform client relationships and enhance satisfaction by leading retirement plan services, expert consulting, and proactive management for diverse clients while collaborating cross-functionally to a...
3 weeks ago
Business Development Manager III - Financial Wellness Solutions
$80K - $179K *
Unlock potential by driving client acquisition and expanding financial wellness solutions across diverse industries. Collaborate with teams to deliver tailored offerings while managing relationships a...
3 weeks ago
Lead Financial Strategy Associate
$99K - $145K *
Drive strategic initiatives by partnering with Finance leadership to execute high-impact projects. Leverage finance expertise for solution design and decision-making across multiple domains, ensuring...
3 weeks ago
National Sales Manager - Retirement Large Markets
$225K - $250K *
Grow your leadership skills by managing a high-performing sales team that engages with financial intermediaries to promote and sell qualified retirement plans across a defined territory, ensuring targ...
1 week ago
Principal Contract Administrator
$90K - $120K *
Join us to lead the contract execution process, partnering with Sales and cross-functional teams to ensure compliance, accuracy, and streamlined workflow management for all contract-related documentat...
Reposted 3 weeks ago
$90K - $100K *
Manage daily operations of Client Services, fostering collaboration and improving efficiency while ensuring exceptional client experience and team development. Lead recruitment and performance evaluat...
1 week ago
Solutions Architect (Wealthtech)
$145K - $174K *
Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...
Today
$139K - $174K *
Join us to shape a scalable partner acquisition framework across NA and EMEA. This strategic role focuses on end-to-end partner onboarding, ensuring efficiency and success for all new partnerships wit...
2 weeks ago
Account Partner Director - Strategic Banking & Insurance
$182K - $244K *
Join a team that drives strategic value for top-tier financial services clients. You'll partner with executives, lead transformative engagements, and cultivate insights to maximize Salesforce's capabi...
Reposted 2 weeks ago
Regional Compliance Officer (West) - Key Investment Services (KIS)
$71K - $125K *
Engage in compliance oversight by conducting branch inspections, providing training, updating policies, and investigating fraud claims. Collaborate with teams to uphold regulatory standards while fost...
Reposted 4 days ago
Highland Associates Associate Investment Consultant
$68K - $94K *
Transform client relationships by supporting investment consultants and delivering tailored investment solutions, ensuring high standards of service and collaboration across teams to achieve client sa...
3 weeks ago
Sr Business Development Manager - Bank Channel
$145K - $235K *
Accelerate your career by driving strategic business partnerships within leading financial institutions. Leverage your negotiation skills to cultivate impactful collaborations, guiding our expansion i...
4 days ago
Senior Analyst Investment Accounting
$83K - $117K *
Optimize investment accounting through precise financial reporting and regulatory compliance. Collaborate with teams and enhance systems for accurate data presentation while supporting audits and assi...
1 week ago
Wealth Investment & Portfolio Management Platforms Senior Manager
$112K - $210K *
Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...
Reposted 5 days ago
Associate Director, Investments
$85K - $130K *
Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...
3 days ago
Business Development Partner - Los Angeles
$71K - $145K *
Engage with teams to enhance business development strategies, coaching, and guidance. Collaborate across departments to drive consumer and small business growth, while managing risks and prioritizing...
2 weeks ago
Client Account Lead - Financial Services
$120K - $150K *
Unlock potential by driving growth and strategy for key accounts in Financial Services. Collaborate with executives and cross-functional teams to enhance AI & Data initiatives, ensuring client satisfa...
3 weeks ago
Investment Research Professional, Private Credit Secondaries
$100K - $150K *
Transform private credit investments by analyzing, sourcing, and evaluating secondary transactions, co-investments, and primaries. Collaborate globally to support strategic growth and deliver insightf...
3 weeks ago
$90K - $120K *
Empower client success by driving retention, engagement, and growth within a dedicated client portfolio. Collaborate cross-functionally to enhance product adoption and ensure high satisfaction, while...
Reposted 3 weeks ago
Senior Insurance Allocation Analyst
$85K - $100K *
Build and enhance complex claim allocation models to support forensics teams. Collaborate with clients and stakeholders, delivering insightful analytics and reports that guide decision-making for larg...
Reposted 5 days ago