Manager - Private Equity Advisory
$120K - $150K *
Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...
5 days ago
Client Program Relationship Manager
$70K - $95K *
Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...
3 weeks ago
Compliance Director - Wealth Management
$128K - $268K *
Shape the future of compliance in wealth management by leading a dedicated team, ensuring adherence to regulations, and fostering collaboration across business functions to mitigate risks and enhance...
Today
$190K - $210K *
Lead the development and execution of a comprehensive privacy strategy, ensuring compliance with global regulations while driving organizational readiness. Collaborate cross-functionally to embed priv...
1 week ago
$70K - $92K *
Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...
Reposted 3 weeks ago
Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)
$87K - $123K *
Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...
2 weeks ago
$110K - $130K *
Lead the charge in crafting impactful internal events to enhance culture and engagement. Collaborate across teams to ensure innovative experiences that align with strategic goals, managing logistics...
2 days ago
$90K - $100K *
Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...
Reposted 1 week ago
$68K - $106K *
Enable go-to-market readiness by collaborating with cross-functional teams to create impactful training materials, ensuring customer-facing teams are equipped to articulate product updates and enhance...
2 weeks ago
$120K - $150K *
Explore client acquisition and growth through CPA networks, driving business development and establishing strong local relationships to enhance market presence and convert opportunities into long-term...
3 weeks ago
Enterprise Account Executive - Digital Wealth
$170K - $187K *
Elevate our Digital Wealth solutions by driving new business and expanding revenue within key accounts. Your expertise in consultative selling and relationship building will be crucial as you collabor...
4 days ago
Senior Counsel, Retirement Services
$120K - $150K *
Address complex legal issues in Retirement Services by providing expert guidance, resolving disputes, ensuring compliance, and collaborating across teams to develop effective solutions and maintain AD...
Reposted 4 weeks ago
$85K - $110K *
Join a team that's dedicated to empowering financial advisors with mentorship and strategic support. Your leadership will enhance their engagement with financial institutions, driving growth and succe...
4 weeks ago
Experienced Financial Professional (US Only; Professional Designations Required)
$80K - $120K *
Engage in impactful financial planning by educating clients on personal finance, developing content, and collaborating on growth strategies, while enjoying flexible hours and leveraging advanced techn...
4 days ago
Senior Enterprise Relationship Manager
$120K - $130K *
Grow your expertise by developing client relationships and driving cybersecurity success. Collaborate across teams to enhance client satisfaction and implement innovative solutions that meet enterpris...
Reposted 4 days ago
Principal Client Partner, New York/Atlanta
$147K - $195K *
Join a team that delivers innovative advertising solutions by cultivating strong client relationships and executing go-to-market strategies. Lead revenue growth efforts through consultative selling an...
1 week ago
Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - Vice President
$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...
3 days ago
$80K - $120K *
Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...
6 days ago
Sr Client Onboarding Manager (Large Market)
$84K - $92K *
Shape the future of retirement plan onboarding by managing installations, ensuring compliance, and fostering client relationships. Leverage your expertise to lead mid to large plan conversions while m...
1 week ago
AVP, Associate Regional Investment Director
$108K - $180K *
Collaborate to enhance the performance and growth of wealth management programs, serving as a trusted partner to institutions. Translate strategic priorities into actionable plans and drive exceptiona...
4 days ago
Administrative Program Manager
$110K - $120K *
Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...
2 weeks ago
VP, Head of Investment Accounting
$180K - $268K *
Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...
2 weeks ago
$102K - $120K *
Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...
2 weeks 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 3 days ago
$70K - $95K *
Manage funding valuations and benefit calculations for defined benefit pension plans. Collaborate with teams to ensure compliance with IRS regulations while delivering precise reports and analyses to...
3 days ago