Senior Analyst - Client Risk Prevention
$70K - $143K *
Analyze and manage client risk incidents involving fraud and exploitation. Utilize your expertise to provide guidance, conduct investigations, and collaborate with various teams while supporting a com...
2 weeks ago
$125K - $150K *
Lead the charge in providing expert wealth planning strategies for high net worth clients, driving sophisticated, customized financial solutions and collaborating closely with a dedicated team to ensu...
Reposted 1 week ago
Principal Analyst, Risk Monitoring
$97K - $176K *
Shape the future of risk monitoring by conducting assessments and analyses to identify and address regulatory risks for diverse firms while collaborating with teams and mentoring junior staff in a sen...
Reposted yesterday
$100K - $120K *
Drive financial solutions as a trusted advisor, servicing high-net-worth clients through complex loan structures and comprehensive wealth management services, ensuring tailored solutions to protect an...
2 weeks ago
$100K - $120K *
Unlock financial growth for high-net-worth clients by delivering tailored banking solutions. As a trusted advisor, you’ll manage complex loan requests, deliver impactful deposit services, and coordina...
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...
3 weeks ago
Senior Estate Strategist- Private Wealth
$125K - $150K *
Unlock potential by serving as a subject matter expert in complex estate planning for high net worth clients, collaborating with internal and external partners to deliver strategic financial solutions...
3 days ago
$150K - $180K *
Optimize complex wealth planning strategies by collaborating with a team of experts to deliver tailored solutions for high-net-worth clients, ensuring thorough analysis and seamless execution of tax...
3 days 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 1 week ago
Personal Trust Sales Consultant
$118K - $159K *
Lead the charge in expanding trust administration services by engaging internal partners and clients, facilitating smooth acceptance processes, and providing expertise in trust solutions to enhance cl...
1 week ago
Senior Associate, Client Accounting Services - Family Office
$49K - $118K *
Join a dynamic team delivering exceptional accounting services to ultra-high net worth clients. Leverage your expertise to manage diverse financial tasks while fostering meaningful relationships in a...
4 days ago
Senior Associate, Client Accounting Services - Family Office
$49K - $118K *
Grow your career by providing exceptional accounting services to high net worth individuals. Collaborate with a dynamic team, managing financial processes and client relationships while developing you...
4 days 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...
3 weeks ago
$100K - $150K *
Join a team that's redefining wealth management by leveraging modern technology and operational support to enhance client relationships and grow your advisory practice effectively...
3 weeks ago
Attorney (Estate Planning Strategist) - (Texas Remote)
$90K - $130K *
Shape the future of wealth management by providing expert estate planning solutions for high net worth clients. Collaborate with a dedicated team and leverage your legal expertise to navigate complex...
2 weeks ago
Integrated Client Sales Relationship Manager - Institutional Client Group
$103K - $127K *
Drive revenue growth by managing customer relationships through business development, credit quality assessment, and financial advisory services in commercial banking, maximizing opportunities for new...
Reposted 1 week ago
$110K - $180K *
Lead a high-performing team of 20+ associates, driving digital engagement and financial planning for advisors. Ensure effective training, performance monitoring, and adherence to standards, while fost...
2 weeks ago
J.P. Morgan Wealth Management – Private Client Advisor - Prosper, TX
$100K - $120K *
Champion exceptional financial guidance by building lasting client relationships, promoting informed investment solutions while fostering a culture of integrity and diversity, ensuring clients feel em...
5 days ago
Senior Principal Private Equity Sales
$138K - $235K *
Lead strategic initiatives to drive revenue growth with private equity sponsors and portfolio firms. Foster executive-level relationships and develop tailored solutions to capitalize on investment opp...
2 days ago
Senior Portfolio Consultant (Mountain or Pacific Time Zones)
$89K - $105K *
Optimize client investment implementations and support growth by leading portfolio transitions while ensuring strategic alignment across teams. Collaborate with Wealth Advisors to deliver exceptional...
5 days ago
$100K - $120K *
Elevate client engagement by guiding High Net Worth families in strategic estate and tax planning. Collaborate with internal teams to ensure timely delivery of exceptional service, addressing their un...
3 days ago
Financial Wellness Consultant I
$85K - $125K *
Join a team that's focused on enhancing client financial wellness through strategic planning, relationship management, and program execution. Cultivate strong client partnerships and drive innovative...
2 weeks ago
Product Marketing Manager, International Markets & Family Offices
$106K - $166K *
Drive effective product marketing strategies for the single-family office segment across EMEA, LATAM, and APAC. Collaborate with sales and product teams to tailor messaging and go-to-market campaigns...
3 weeks ago
Investment Executive (Financial Advisor) Dallas, TX
$80K - $95K *
Drive financial excellence by coaching a team of licensed bankers to achieve sales goals, develop client relationships, and enhance overall performance in an engaging, client-focused environment. Fost...
Reposted 5 days ago
Senior Home Lending Advisor - North Dallas
$80K - $95K *
Accelerate progress at a dynamic team dedicated to homeownership, guiding clients through the lending process while collaborating with branch staff to enhance customer experiences and promote mortgage...
4 days ago