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...
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
Workday Business Solutions Analyst
$88K - $138K *
Drive cross-functional projects by translating business needs into technical requirements, ensuring successful adoption of solutions across various People Technology platforms, including Workday and T...
1 week ago
$105K - $110K *
Elevate performance by serving as a crucial liaison in application support, optimizing usage and administration of key operational tools, and driving cross-functional collaboration to enhance efficien...
4 days ago
Alternative Distribution Relationship Manager, Illinois, Minnesota, and Wisconsin - Vice President
$150K - $175K *
iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...
Reposted 3 weeks ago
$75K - $105K *
Partner with us to enhance compliance and risk management through strategic oversight, control assessments, and collaboration with cross-functional teams, ensuring our organization adheres to regulati...
3 weeks ago
Lead Client Manager, Public Sector
$71K - $125K *
Engage with clients as the primary contact for treasury management needs. Drive relationship building, proactive servicing efforts, and data analysis to optimize client satisfaction and achieve growth...
2 weeks ago
$110K - $150K *
Unlock member potential by delivering tailored tax strategies, leading virtual consultations, and collaborating with financial planners. Focus solely on proactive tax planning to empower informed fina...
4 days ago
Senior Advisor, Compliance PCG Branch Exams
$75K - $95K *
Transform the securities landscape by conducting thorough branch examinations, ensuring compliance with regulations and internal policies while mentoring colleagues and enhancing operational effective...
4 weeks ago
Senior Relationship Manager - Insurance Banking
$140K - $239K *
Lead the charge in developing strategic relationships within insurance banking, driving new business growth and managing complex commercial loan portfolios while ensuring compliance and credit quality...
1 week ago
$80K - $100K *
Deliver exceptional client success by managing key accounts, driving growth, and optimizing campaign execution. Serve as a trusted partner to enhance strategic relationships while leading cross-functi...
5 days ago
$170K - $187K *
Champion strategic new business acquisition and expand revenue within enterprise accounts by leveraging strong consultative selling skills and building executive relationships in the financial technol...
2 weeks ago
$100K - $120K *
Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...
3 weeks ago
Senior Stock Plan Administrator
$102K - $150K *
Join a team that's evolving global equity programs, ensuring compliance and scalability while enhancing participant experiences. Play a pivotal role in administration and process improvement within a...
1 week ago
Partner Account Manager - North Virginia
$80K - $90K *
Advance our partner relationships by building and developing key accounts, driving growth in the SMB sector through innovative collaboration and lead generation initiatives while thriving in a dynamic...
2 weeks ago
$85K - $95K *
Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...
4 days ago
Vice President, Client Success
$190K - $230K *
Join a team that's dedicated to fostering client success through strategic leadership, executive engagement, and operational excellence, ensuring long-term satisfaction and growth across healthcare te...
Reposted 1 week ago
Assistant Vice President - Private Equity Fund Accounting & Operations
$120K - $150K *
Lead the charge in overseeing accounting and operational activities for private equity funds, ensuring precise financial reporting, compliance, and seamless collaboration with key stakeholders, while...
2 weeks ago
$100K - $115K *
Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...
5 days ago
$110K - $120K *
Partner with us to enhance client travel solutions, ensuring satisfaction and retention by leveraging technology and nurturing relationships. Your expertise will drive growth within a diverse portfoli...
2 weeks ago
$80K - $95K *
Unlock potential by driving sales in the corporate occupier SaaS market. Engage with clients, foster long-term relationships, and leverage your expertise to cross-sell and upsell innovative real estat...
3 weeks ago
Principal Business Analyst, Portfolio Management
$118K - $135K *
Drive insights by owning analytics, modeling, and reporting for Portfolio Management programs, enhancing customer engagement and risk strategies that optimize business outcomes and foster customer sat...
Reposted 4 days ago
$125K - $175K *
Transform portfolio performance by managing a $200 million multi-asset portfolio of mutual funds and ETFs, ensuring alignment with investment objectives while effectively engaging financial advisors a...
5 days ago
Senior 340B Client Success Analyst
$100K - $115K *
Unlock your potential as a Senior Analyst supporting 340B operations. Drive technical deployments, optimize program compliance, and mentor junior team members while working remotely and collaborating...
1 week ago
Partner Account Manager- Bronx
$80K - $90K *
Join a team that's building crucial partner relationships to drive growth for small and medium businesses. Leverage your sales expertise to identify opportunities, collaborate across functions, and in...
2 weeks ago