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
AVP, Wealth Advisors Group Product Manager
$109K - $182K *
Optimize product strategies by engaging cross-functional teams to deliver innovative solutions that enhance client experiences and drive business growth while managing platform modernization and defin...
1 week ago
VP, Osaic Advisors Channel Compliance
$170K - $200K *
Advance compliance leadership in the financial services sector, overseeing RIA compliance programs and collaborating with management to drive strategic initiatives, enhance regulatory adherence, and i...
Reposted 2 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
$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
$80K - $95K *
Contribute to client satisfaction by preparing portfolio materials and supporting account management. Engage with portfolio managers and clients to ensure seamless communication and efficient processi...
6 days ago
$80K - $95K *
Collaborate to ensure comprehensive account management for clients by preparing reports and facilitating communication. Work within guidelines to enhance client interactions and support investment adv...
6 days ago
$80K - $95K *
Join a team that's dedicated to financial excellence, driving insightful reporting, forecasting, and analysis across diverse business segments. Collaborate with cross-functional teams to enhance decis...
Reposted yesterday
Lead Underwriter Specialty Lending (Affluent Clients)
$87K - $140K *
Elevate your career by leading the underwriting process for affluent clients, evaluating complex credit requests with a focus on exceptional customer experience and sound credit judgment while collabo...
Reposted 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...
3 weeks ago
$86K - $144K *
Join our innovative team to transform client feedback into actionable insights, driving client success through data-driven strategies and program management. Collaborate with stakeholders to enhance c...
6 days ago
$110K - $130K *
Join a team that transforms enterprise solutions through innovative Salesforce development, leveraging advanced skills in Apex and LWC to elevate business performance and technical excellence for scal...
Reposted yesterday
Senior Analyst - Client Risk Prevention
$70K - $130K *
Shape the future of client protection by managing risk and overseeing investigations related to fraud and exploitation, ensuring timely action and effective communication to safeguard vulnerable clien...
1 week ago
Sr Investment Advisor - Private Bank
$110K - $130K *
Partner with us to deliver exceptional investment advice and strategies. Adapt to clients' needs while managing risks, growing assets, and maintaining high service standards in a dynamic, team-oriente...
2 weeks ago
Retirement Plan Consulting, Senior Manager
$130K - $200K *
Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various reti...
4 weeks 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
Public Finance Investment Banking Director - Senior Living
$150K - $200K *
Elevate your career by leading deal origination and execution in public finance for the senior living sector. Drive strategic growth, manage client relationships, and mentor teams to expand the firm's...
3 weeks ago
$72K - $120K *
Transform the client transition experience by guiding advisors through RIA conversions, M&A support, and seamless integrations. Leverage communication and operational expertise to ensure exceptional c...
1 week ago
Sr. Consultant, Fee Based Planning Implementation
$100K - $120K *
Unlock your potential by guiding advisors in implementing fee-based financial planning. Leverage your expertise to enhance advisor engagement, support compliance, and foster scalable solutions within...
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...
1 week ago
Closely Held Business Advisor III - PNC Private Bank
$91K - $202K *
Unlock potential by guiding complex financial decisions for closely-held assets. Collaborate with sales and fiduciary teams, manage compliance, and provide insightful recommendations while ensuring op...
2 weeks 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