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
Financial Advisor - Lexington, Massachusetts
$72K - $108K *
Drive client financial success by providing expert planning and wealth management solutions. As a key contact for TD Wealth clients, you'll build relationships, recommend investments, and ensure excep...
1 week ago
Fund Services Plus Senior Associate - Private Equity
$69K - $132K *
Optimize financial reporting and operational activities for private equity clients, ensuring compliance with accounting standards while enhancing service delivery through expert technology utilization...
2 weeks ago
Associate Director, Global Client Solutions
$101K - $136K *
Elevate client experiences by leading business development initiatives, managing proposals, and enhancing relationships in the Private Client Practice, while collaborating across teams to support grow...
2 days ago
$95K - $125K *
Transform investment strategies through quantitative analysis and portfolio management. Collaborate with PMs and analysts to validate signals and enhance risk management, impacting billion-dollar hedg...
1 week ago
Senior Regional Sales Director (DC/MD/VA/PA)
$100K - $125K *
Advance our growth by leading sales and client service initiatives across key financial markets, mentoring staff and nurturing relationships with intermediaries to drive investment strategies and surf...
3 weeks ago
Associate Portfolio Manager - Parametric
$70K - $140K *
Unlock potential as you manage tax-efficient equity portfolios, ensuring optimal performance aligned with client benchmarks. Utilize quantitative analysis and collaborate across teams to enhance portf...
5 days ago
Client Relationship Specialist, KEF
$71K - $125K *
Transform client relationships by driving sales support from transaction initiation to close while managing documentation and ensuring compliance throughout the banking process. Be the pivotal link be...
Reposted 3 weeks ago
Head of Fund Finance & Administration - US
$180K - $260K *
Develop robust fund accounting systems to support Infra One's US platform, enabling scalable operations for multiple funds. Architect financial processes, controls, and reporting to drive efficiency...
Yesterday
Sales and Service Client Services, Officer
$65K - $113K *
Engage clients and manage daily operations for investment fund administration. You will maintain relationships and enhance client satisfaction while overseeing accurate reporting and efficient interna...
Reposted 1 week ago
$114K - $190K *
Deliver your expertise in strategic program management, driving impactful initiatives and fostering cross-functional collaboration to enhance organizational success and advisor affiliations...
Reposted 1 week ago
$110K - $188K *
Shape the future of consumer finance by leading design strategies for an innovative wealth management platform. Focus on user experience, AI interactions, and cross-functional collaboration to create...
Reposted 1 week ago
Vice President - Capstone Partners' Financial Advisory Services
$150K - $165K *
Join a dynamic team to drive strategic transformations in distressed companies through turnaround, restructuring, and financial advisory services while leading client engagements and supporting new bu...
Reposted 3 weeks ago
$250K - $400K *
Architect comprehensive tax strategies for ultra-high-net-worth families, guiding tailored solutions and leading a talented team to enhance client experiences while ensuring seamless integration with...
1 week ago
Advisor Marketing Operations & Enablement Manager
$110K - $125K *
Drive operational excellence in advisor marketing by leading a dedicated team, enhancing processes, and implementing scalable solutions to meet strategic growth priorities in a remote environment...
1 week ago
Investment Analyst, Public Equity
$80K - $88K *
Contribute to a dynamic Public Equities Research Team, enhancing investment strategies through in-depth qualitative and quantitative analysis over a minimum 3-year commitment while collaborating with...
1 week ago
Account Executive, Equity Management
$124K - $156K *
Unlock sales potential by developing and executing targeted territory plans, driving growth in pre-IPO and mid-cap companies. Leverage consultative selling and build strategic partnerships to exceed a...
Reposted 2 weeks ago
$105K - $120K *
Join a team that's focused on delivering tailored financial solutions by overseeing month-end closings, reconciliations, and financial reporting while optimizing processes within a dynamic finance tea...
Reposted 3 weeks ago
Investment Banking Vice President - Healthcare Services/HCIT
$250K *
Manage healthcare investment banking transactions, leveraging expertise in M&A to guide junior professionals, build client relationships, and deliver exceptional financial advisory services within a c...
1 week ago
Coinvest Finance Manager - Private Markets
$130K - $150K *
Unlock your potential as a Finance Manager, leading diverse accounting and operational functions for co-invest partnerships while collaborating across teams in a dynamic, investment-centric environmen...
1 week ago
Personal Lines High Net Worth Placement Specialist
$80K - $110K *
Lead the management and execution of new business and renewal processes for high-net-worth personal lines insurance, collaborating with teams and clients to ensure optimal service delivery and compreh...
Yesterday
$90K - $180K *
Join a dynamic team as a Lead Systems Analyst, driving the onboarding process for trading technology platforms. Collaborate with internal and external teams to create innovative solutions in FIX proto...
Reposted 1 month ago
$90K - $180K *
Optimize and administer our Workday HCM platform, acting as a key advisor to HR and IT stakeholders. Drive continuous improvements, ensure data accuracy, and enhance user experience through tailored c...
Today
$90K - $180K *
Reimagine trading technology as a Lead Systems Analyst, managing onboarding for dealers and vendors while collaborating with cross-functional teams to enhance trading platforms and execute innovative...
Reposted 1 month ago