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$150K - $175K *

Elevate client investment strategies by enhancing alternative product sales to financial advisors, ensuring clients receive expert support and education to navigate complex offerings and build success...

US-AnywhereRemote

Reposted 3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$126K - $196K *

Champion C-PACE financing transactions by providing expert legal counsel, overseeing drafting, due diligence, and collaboration on complex real estate transactions to drive successful outcomes across...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$175K *

Shape the future of investment banking through transaction execution, risk identification, and collaboration with analysts to develop client materials, ensuring compliance with firm policies and stren...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $90K *

Develop and drive impactful partnerships in a fast-paced environment, focusing on building relationships with tech partners and financial advisors. Play a crucial role in expanding market reach and ge...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Business Services

$80K - $100K *

Engage clients through seamless onboarding to enhance their journey from agreement to active relationship, collaborating with the team to ensure smooth, efficient processing and satisfaction throughou...

US-AnywhereRemote

5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$95K - $115K *

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

US-AnywhereRemote

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Elevate client success by overseeing credit processes within Private Wealth, ensuring optimal portfolio performance, risk assessment, and cross-selling opportunities while collaborating with teams for...

3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$88K - $138K *

Drive cross-functional projects by translating business needs into technical requirements, ensuring successful adoption of solutions across various People Technology platforms, including Workday and T...

US-AnywhereRemote

1 week ago

  •   5 - 7 years exp.  •   Business Services

$88K - $105K *

Drive strategic client relationships, mentor junior staff, and enhance organizational growth through innovative account management. Leverage deep industry knowledge to meet client goals and foster col...

2 weeks ago

  •   5 - 7 years exp.  •   Business Services

$110K - $130K *

Empower beneficiaries by managing fiduciary services, ensuring compliance, and fostering collaborative relationships with internal teams and external advisors to enhance client experience and drive ne...

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$105K - $110K *

Elevate performance by serving as a crucial liaison in application support, optimizing usage and administration of key operational tools, and driving cross-functional collaboration to enhance efficien...

US-AnywhereRemote

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

Reposted 3 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$87K - $123K *

Partner with us to guide individuals towards financial success through personalized retirement planning, leveraging data-driven insights and proprietary tools to achieve measurable outcomes in both vi...

US-AnywhereRemote

Reposted 4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $110K *

Join a team that's driving efficiency in land management by overseeing project operations, coordinating training, and ensuring compliance and quality standards for a diverse range of projects in a fas...

5 days ago

  •   5 - 7 years exp.  •   Real Estate & Construction

$180K - $220K *

Grow your career by driving regional revenue and building lasting relationships with UHNW/HNW clients. Lead a team dedicated to delivering personalized wealth management solutions, all while ensuring...

3 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$80K - $95K *

Lead the charge in home lending solutions, collaborating closely with clients and teams to ensure an exceptional mortgage experience while adhering to regulatory requirements and driving loan originat...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$77K - $145K *

Champion customized lending solutions for affluent clients by collaborating with wealth advisors and risk teams. Drive business development and portfolio management through sophisticated credit strate...

5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $150K *

Unlock member potential by delivering tailored tax strategies, leading virtual consultations, and collaborating with financial planners. Focus solely on proactive tax planning to empower informed fina...

US-AnywhereRemote

4 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$98K - $144K *

Champion operational excellence by managing complex client activities and enhancing processes in the CLO space. Collaborate with senior management to drive solutions and ensure compliance while provid...

US-AnywhereRemote

6 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $95K *

Transform the securities landscape by conducting thorough branch examinations, ensuring compliance with regulations and internal policies while mentoring colleagues and enhancing operational effective...

US-AnywhereRemote

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$140K - $239K *

Lead the charge in developing strategic relationships within insurance banking, driving new business growth and managing complex commercial loan portfolios while ensuring compliance and credit quality...

US-AnywhereRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Take ownership of developing custom credit solutions for ultra-high-net-worth clients. Drive revenue growth and manage a portfolio while collaborating with various internal teams to deliver tailored r...

Reposted 2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$80K - $100K *

Deliver exceptional client success by managing key accounts, driving growth, and optimizing campaign execution. Serve as a trusted partner to enhance strategic relationships while leading cross-functi...

US-AnywhereRemote

4 days ago

  •   5 - 7 years exp.  •   Business Services

$186K - $279K *

Lead the charge in investment advisory relationships with ultra-high net worth clients, providing tailored investment solutions and strategic advice. Collaborate with internal teams to optimize client...

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$100K - $120K *

Accelerate growth by winning new clients and nurturing existing relationships. Leverage your sales expertise in a dynamic environment, collaborating with teams to execute effective strategies tailored...

Yesterday

  •   Less than 5 years exp.  •   Business Services