$100K - $500K+*
Take ownership of client relationships by onboarding new high-net-worth clients, leveraging financial expertise, and collaborating with teams to deliver exceptional service while promoting our investm...
1 week ago
Manager, Client Accounting Services - Family Office
$67K - $159K *
Transform financial reporting and client services by leading accounting operations, ensuring compliance, and delivering strategic insights. Collaborate with teams to enhance workflows, mentor staff, a...
Reposted 1 week ago
Manager, Client Accounting Services - Family Office
$67K - $159K *
Empower your career by delivering top-notch accounting expertise and insights. Oversee financial operations for diverse clients, ensuring compliance and accuracy while leading a dedicated team to enha...
Reposted 1 week ago
Manager, Client Accounting Services - Family Office
$67K - $159K *
Join us to deliver exceptional financial services while fostering client success. Oversee accounting operations, produce accurate financial reports, and provide strategic insights to enhance business...
1 week ago
Manager, Client Accounting Services - Family Office
$67K - $159K *
Shape and oversee client financial operations, ensuring compliance and accuracy while providing top-notch service and insights based on industry trends, driving efficiency and continuous improvement t...
1 week 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...
5 days ago
$90K - $130K *
Unlock potential by driving complex enterprise growth opportunities in a dynamic sales environment. Collaborate closely with cross-functional teams to enhance client relationships and execute strategi...
2 days ago
$90K - $130K *
Shape the future of client engagement by driving complex enterprise growth strategies. Collaborate across teams to acquire top-tier clients and execute multi-year plans in the dynamic Dallas and Austi...
3 days ago
$90K - $130K *
Engage as a strategic leader driving enterprise-level growth, managing high-stakes customer pursuits across markets. Collaborate across teams to develop effective business strategies and enhance clien...
3 days ago
Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing
$70K - $130K *
Unlock your potential by delivering exceptional service to RIA clients while leveraging technology in a dynamic environment. Join a team committed to operational excellence, problem-solving, and conti...
3 days ago
Client Management Market Leader - West Region
$134K - $184K *
Lead a high-performing client management team, driving retention and growth across complex, large-case portfolios. Partner with brokers to optimize strategies and ensure exceptional client outcomes wh...
2 weeks ago
Financial Professional/Advisor (Bilingual Chinese)
$115K *
The Financial Professional/Advisor role at New York Life involves helping individuals, families, and small businesses achieve their financial goals through insurance and investment products. This posi...
Reposted yesterday
$90K - $120K *
Drive portfolio performance by owning the credit underwriting process and collaborating with teams to assess risks and opportunities. Lead initiatives to enhance service delivery while ensuring best p...
3 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
$90K - $130K *
Transform enterprise-level client pursuits by developing multi-year strategies and leading complex negotiations. Collaborate extensively across channels to drive significant growth in target markets w...
1 week ago
$90K - $130K *
Accelerate growth by driving high-value client acquisition and enterprise pursuit execution. Lead complex strategies in dynamic markets while collaborating across teams to cultivate and manage key exe...
1 week ago
$120K - $150K *
Engage as a key growth architect in targeted markets. Drive high-stakes client acquisition and multi-year strategies while collaborating across teams to foster sustained company growth and develop fut...
2 weeks ago
Product Owner - Private Bank, Retail, Services
$90K - $120K *
Champion CRM product delivery by managing sprint processes, prioritizing backlogs, and mentoring product leads to ensure high-quality outcomes aligned with strategic objectives and stakeholder needs...
3 weeks ago
Senior Director - Institutional Valuation
$110K - $150K *
Transform institutional valuation by managing detailed appraisals, financial analysis, and consulting. Collaborate with senior leadership to meet client expectations in a dynamic environment while ens...
4 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...
3 weeks ago
Senior Associate, Portfolio Valuation
$90K - $120K *
Elevate your career by developing financial models and conducting valuations for diverse investments. Collaborate with teams to strengthen client relationships and present insights, while enhancing yo...
3 weeks 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 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
Securities Services - Transactions - Vice President
$120K - $150K *
Lead the charge in driving operational excellence through data analysis and research, while fostering collaboration across teams. Elevate decision-making processes and enhance transparency by maintain...
3 weeks 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