Client Service Account Manager - Vice President
$120K - $150K *
Drive exceptional client service by resolving inquiries and enhancing operational efficiency through innovative solutions and strategic planning, while leveraging expertise in treasury and cash manage...
5 days ago
$90K - $120K *
Lead the charge in executing the Salesforce roadmap by collaborating across teams, managing complex programs, and delivering technology solutions that drive measurable outcomes for advisors and intern...
Reposted 5 days ago
Director of Real Estate & Office Management
$135K - $155K *
Shape the future of our real estate operations by leading strategic initiatives and optimizing facilities management to enhance workplace productivity and employee satisfaction while aligning with org...
Reposted 1 week ago
$115K - $130K *
Champion efficient accounting management to lead monthly closing, reconcile statements, and drive strategic initiatives while mentoring a team in a high-growth financial services environment...
3 weeks ago
$120K - $150K *
Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...
1 week ago
Senior Consultant – Enterprise Critical Vendor Program Manager
$90K - $154K *
Oversee the governance and continuous improvement of vendor relationships, ensuring compliance with risk management policies while collaborating across multiple business units to enhance third-party o...
2 weeks ago
$168K - $252K *
Unlock your potential by fostering relationships with consultants and brokers to drive market growth. Collaborate across teams to educate stakeholders on value propositions and enhance consultant-led...
2 days ago
$184K - $237K *
Unlock potential by driving sales productivity and enabling business development teams through innovative strategies and tools. Collaborate across departments to enhance recruiting, advisor acquisitio...
2 weeks ago
$70K - $95K *
Transform financial reporting through diligent analysis and insights while ensuring accuracy in client communications and fund performance metrics. Collaborate with clients and audit teams to uphold e...
1 week ago
Wealth Management Tax Services Manager
$99K - $266K *
Join a dynamic tax services team to mentor and lead, focusing on client compliance and innovative solutions. Leverage technology to enhance efficiencies while solving complex challenges and ensuring e...
Reposted 1 week ago
Director, Consultant Relations
$200K - $225K *
Join a team that's pivotal in shaping partnerships with investment consultants. This leadership role focuses on enhancing consultant relations and driving industry-leading institutional success throug...
Reposted 2 weeks 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...
1 week ago
Senior Director - Institutional Valuation
$110K - $150K *
Lead the valuation and consulting efforts for institutional properties, ensuring accuracy in fair value reporting. Collaborate with senior leadership to manage projects and deliver high-quality analys...
6 days ago
$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...
1 month 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 days ago
Client Relationship Specialist, KEF
$71K - $125K *
Transform client relationships by driving sales support from transaction initiation to close while managing documentation and ensuring compliance throughout the banking process. Be the pivotal link be...
Today
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 2 weeks ago
$90K - $120K *
Champion exceptional banking solutions for Ultra High Net Worth clients. Collaborate across teams to enhance lending, deposit, and trust capabilities within a growing banking model and drive client sa...
3 days 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...
2 weeks ago
Strategic Account Manager, Residential
$90K - $120K *
Empower strategic growth by cultivating relationships within a defined customer portfolio. Drive retention and expansion through a consultative approach, partnering with cross-functional teams to alig...
1 week ago
$120K - $150K *
Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...
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 2 weeks ago
Senior Corporate Financial Revenue Manager
$120K - $140K *
Champion company-wide revenue growth by analyzing financial performance, forecasting, and providing strategic insights. Collaborate with Finance and leadership to align operational strategies with fin...
4 weeks ago
$150K - $300K *
Advance your career by leading sell-side M&A processes for founder-led businesses, driving exclusivity, mentoring talent, and shaping firm strategy in the lower middle market while partnering with exp...
3 days ago
Sr. Product Marketing Manager - Enterprise and Institutions
$159K - $199K *
Lead the charge in defining and executing strategic marketing for enterprise and institutional client segments. Drive growth through impactful positioning, collaboration, and thought leadership across...
1 week ago