Personal Lines High Net Worth Account Executive
$80K - $95K *
Grow relationships by advising high net worth clients on personal insurance needs, reviewing exposures, and ensuring adequate coverage while delivering exceptional customer service and maintaining acc...
Reposted 2 weeks ago
Personal Lines High Net Worth Account Executive
$80K - $95K *
Transform your career by managing high-value personal insurance accounts, fostering client relationships and providing tailored risk assessments, ensuring clients' assets are optimally protected while...
Reposted 2 weeks ago
Personal Lines High Net Worth Account Executive
$80K - $95K *
Engage with clients to provide tailored insurance solutions, ensuring comprehensive coverage through in-depth assessments and proactive relationship management while collaborating with internal teams...
Reposted 2 weeks ago
$100K - $150K *
Take ownership of the KYC program, ensuring compliance and risk management while leading and developing a high-performing global team. Collaborate with stakeholders to enhance operational efficiency a...
6 days ago
$220K - $270K *
Engage with diverse legal challenges at a global hedge fund, providing regulatory advice, transactional negotiation, and corporate support. Collaborate in a dynamic team fostering curiosity and in-dep...
2 days ago
$90K - $157K *
Lead the charge in transforming wealth management solutions by leveraging expertise in CRIMS implementation. Collaborate with clients to define requirements, optimize configurations, and ensure succes...
Reposted 6 days ago
Senior Principal Investigator, Crypto Asset Investigations - Tokenized Securities Markets
$131K - $238K *
Grow your career with a leading role in crypto asset investigations, guiding complex inquiries, providing expertise, and influencing training initiatives. Collaborate with industry stakeholders to enh...
2 weeks ago
Financial Consulting Supervisor - Family Office
$85K - $161K *
Engage with clients and lead financial operations, ensuring accuracy in reports and compliance. Drive improvement in month-end closing processes within a team-focused environment, utilizing advanced t...
3 weeks ago
$76K - $106K *
Lead the charge in managing client relationships to drive growth and retention. Oversee activation, adoption, and upselling strategies, ensuring alignment with client goals while resolving issues that...
1 week ago
Advisory Director Client Relationship Executive - Outsourcing
$180K - $220K *
Elevate your career by leading client relationships and driving business growth. Leverage your expertise to build strategic partnerships, innovate service delivery, and enhance operational efficiency...
1 month ago
Business Banking Portfolio Manager II
$80K - $125K *
Manage and enhance a Business Banking credit portfolio, ensuring compliance and optimal client relationships through effective analysis and collaboration with internal teams and clients...
2 weeks ago
$100K - $120K *
Lead the execution of Fidelity's Pre-Approved Plan Documents, ensuring compliance with regulations. Analyze and negotiate plan agreements, collaborating with clients and business partners to enhance o...
1 week 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 1 month ago
Operations Client Service, Officer
$60K - $101K *
Join a team that's dedicated to exceptional client service by managing relationships and overseeing daily operations. Leverage your accounting skills to make a meaningful impact in public investments...
Reposted 2 weeks ago
Product Management - Client Enablement (Front Office focus), VP
$110K - $188K *
Elevate client engagement by enhancing adoption of investment management solutions, collaborating with front office users and internal teams to optimize product usage and align with best practices acr...
Reposted 4 weeks ago
Sales and Service Client Services, AVP
$80K - $140K *
Elevate client relationships by ensuring exceptional service delivery and operational excellence. Collaborate with cross-functional teams to resolve issues and enhance client experiences while driving...
Reposted 6 days ago
VP, Business Line Strategy - Premium Affiliation
$159K - $266K *
Elevate advisor experiences by defining and scaling a cohesive Premium Affiliation strategy. Collaborate cross-functionally to enhance service models, drive advisor satisfaction, and ensure long-term...
3 weeks ago
Vice President, Portfolio Valuation
$90K - $200K *
Analyze diverse investments by developing financial models, leading teams, and managing client relationships in a fast-paced environment, delivering actionable insights through comprehensive valuation...
1 month ago
$100K - $120K *
Discover top talent by leading holistic executive recruitment initiatives, collaborating closely with leadership to shape high-impact hiring strategies, and delivering exceptional candidate experience...
1 week ago
Client Portfolio Manager, Public Fixed Income (Emerging Markets Debt)
$100K - $140K *
Contribute to the growth of Emerging Markets Debt strategies by collaborating with investment teams, managing client relationships, and developing marketing materials to enhance client engagement and...
6 days ago
Financial Advisor - Boston, MA
$78K - $117K *
Lead the charge in delivering exceptional financial planning and investment solutions to clients, focusing on building relationships and enhancing client satisfaction while achieving sales and referra...
5 days ago
Senior Philanthropic Advisor (Major Gifts and Principal Gifts)
$140K - $170K *
Champion transformative engagement by managing a diverse portfolio of donor relationships, maximizing giving potential, and driving significant fundraising growth for a national nonprofit organization...
2 weeks ago
Director, Product Management (Advisor Experience)
$150K - $175K *
Lead the product roadmap for Advisor Experience, enhancing client and advisor interactions. Drive development of tools and integrations to improve efficiency, retention, and satisfaction. Collaborate...
4 weeks ago
Senior Client Success Specialist
$70K - $95K *
Lead client life cycle management by building relationships, facilitating transactions, and ensuring compliance. Drive operational excellence while supporting clients' financial needs with accuracy an...
6 days ago
Senior Business Development Manager - Capital Markets
$150K - $180K *
Lead the charge in expanding narrow banking solutions across global financial markets. Engage institutional clients to optimize capital flows and enhance digital asset integrations, driving strategic...
6 days ago