Sr. Analyst - Complex Investigations
$60K - $100K *
Advance your career by executing complex investigations into high-risk financial crimes. Lead multi-entity analysis while mentoring analysts, ensuring regulatory compliance with OCC, FinCEN, and inter...
1 week ago
General Counsel / Head of Legal - US
$220K - $320K *
Lead fund structuring and compliance initiatives as a strategic partner, translating complex US law into actionable frameworks while supporting GPs and optimizing operational efficiency for sustainabl...
4 days ago
Principal Business Analyst, Growth
$118K - $135K *
Accelerate your career by driving data-driven strategies in a collaborative environment. Leverage analytical skills to enhance underwriting processes, optimize customer acquisition, and communicate fi...
Reposted 4 days ago
Executive Planning Consultant I - Remote
$79K - $153K *
Shape the future of executive wealth planning by building deep client relationships and tailoring comprehensive solutions for highly compensated individuals, leveraging your financial and planning exp...
2 weeks ago
Executive Planning Consultant I - Remote
$79K - $153K *
Engage with high-level executives to develop tailored wealth planning solutions. Utilize your financial expertise and relationship management skills to enhance client success and satisfaction within a...
2 weeks ago
Strategic Account Executive, Capital Partnerships
$122K - $169K *
Drive growth by identifying and developing strategic partnerships with banks and credit unions, leveraging Upstart’s technology and market insights to create meaningful capital solutions and enhance a...
4 days ago
$83K - $105K *
Innovate financial management strategies for a diverse client portfolio, overseeing monthly project accounting, revenue forecasting, and compliance processes to enhance operational efficiency and clie...
2 weeks ago
Regional Institutional Business Development Manager
$125K - $170K *
Unlock new opportunities by expanding relationships with financial institutions. Drive business development partnerships, leverage marketing technologies, and meet key performance targets while promot...
1 week ago
$120K - $135K *
Optimize customer success by aligning strategic goals with tailored solutions, driving adoption, and enhancing value. Lead cross-functional collaboration to deliver measurable outcomes and elevate cli...
2 weeks ago
Senior Sales and Business Development Associate
$110K - $130K *
Transform business growth by expanding our subscriber base and cultivating strong client relationships, all while representing our company at key industry events and leveraging your market expertise t...
Reposted 4 weeks ago
$160K - $200K *
Shape the future of capital and tax strategy by managing critical relationships and driving innovative solutions for asset and credit structuring in a dynamic family office environment...
3 weeks ago
Vice President, Strategic Partnerships
$178K - $267K *
Transform strategic partnerships in group insurance by managing regional and national relationships, improving operational execution, and driving business growth through effective collaboration and co...
1 week ago
Corporate Vice President, National Account Executive (NAE)
$90K - $100K *
Champion strategic national account relationships by retaining, growing, and enhancing client partnerships. Leverage data insights and cross-functional collaboration to deliver exceptional client expe...
1 week ago
$166K - $260K *
Lead the charge in analytics and strategy, leveraging AI to drive product decisions and growth. Collaborate with cross-functional teams and shape high-impact initiatives based on deep customer insight...
2 weeks ago
$80K - $100K *
Elevate business performance by delivering insightful financial analysis, fostering collaboration, and leveraging modern reporting technology for strategic decision-making and enhanced operational eff...
Reposted 4 weeks ago
Controller - Client Accounting & Advisory Services
$80K - $95K *
Elevate your career by delivering impactful accounting solutions. Collaborate with innovative teams to provide essential CFO advisory and full-service financial operations for diverse clients, enhanci...
3 weeks ago
Senior Client Strategy Manager
$73K - $90K *
Manage transformative data projects that drive insights for top investors. Collaborate with stakeholders, enhance data products, and develop innovative methodologies in a dynamic, growth-driven enviro...
2 weeks ago
Vice President, Executive Planning Consultant - NY/NJ Market
$96K - $210K *
Join a collaborative team as a trusted financial advisor to senior executives, offering tailored financial planning and investment guidance. Enhance client relationships, drive business growth, and fa...
Reposted 2 weeks ago
$138K - $200K *
Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...
2 weeks ago
Salesforce Wealth Master Engineer & Technical Team Lead
$96K - $181K *
Elevate your career by leading technical and team excellence in Salesforce. Drive innovation and deliver impactful solutions in the Wealth space while managing stakeholders and ensuring high-quality a...
2 weeks ago
Regional Director, Partner Account Manager - Carolinas
$100K - $110K *
Champion revenue growth by leading and inspiring Partner Account Managers. Drive accountability and foster collaboration to achieve sales goals in a dynamic environment. Unlock potential through coach...
2 weeks ago
Financial Planning & Analysis Manager (Client Experience Business Partner)
$124K - $155K *
Help us drive strategic financial insights through innovative revenue modeling and forecasting. You'll influence business performance by analyzing data, enhancing processes, and collaborating cross-fu...
1 week ago
$100K - $120K *
Elevate client partnerships by solving complex business challenges. Seek out and establish new connections while fostering long-term relationships to drive success and become a trusted advisor in the...
2 weeks ago
Sr. Institutional Relationship Manager - Retirement Solutions
$104K - $194K *
Collaborate with key decision-makers to enhance retirement plan profitability, fostering strong relationships and strategic account management for mid-market clients across the West Coast and Mountain...
6 days ago
Client Relationship Manager - FX
$90K - $120K *
Unlock growth by managing strategic Financial Institution relationships, driving revenue, and enhancing client satisfaction through operational excellence and expertise in payments and foreign exchang...
Reposted 2 weeks ago