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$90K - $120K *

Elevate your career by managing fiduciary tax compliance and planning for high-net-worth clients. Develop strategies, direct engagements, and supervise staff while staying abreast of tax law changes i...

6 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $120K *

Join a team that's committed to delivering expert fiduciary tax compliance and planning to high-net-worth clients. This role supports technical growth in trust and estate taxation while developing cli...

6 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$90K - $120K *

Join a team that's dedicated to developing innovative financial solutions, fostering collaboration, and contributing to client success through mentorship and relationship-building in a dynamic, result...

US-AnywhereRemote

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$123K - $225K *

Elevate affluent client relationships by providing tailored, high-touch banking services while proactively expanding your portfolio in a dynamic financial environment...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $110K *

Contribute to the success of client portfolios by managing account operations, anticipating risks, and ensuring compliance while supporting team dynamics and facility management for a high-quality cli...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$150K - $200K *

Shape the future of portfolio monitoring and risk by leading a global team to enhance analytics, frameworks, and client solutions across private markets, ensuring alignment with investment strategies...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $150K *

Contribute to high-net-worth client relationships across banking and investments, delivering exceptional service and tailored advice. Leverage partnerships and networks to empower clients in achieving...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $130K *

Analyze market trends and client needs to forge strong partnerships in inclusive banking. Drive business growth through strategic relationships and targeted outreach, working collaboratively to enhanc...

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$70K - $95K *

Transform client relationships and enhance satisfaction by leading retirement plan services, expert consulting, and proactive management for diverse clients while collaborating cross-functionally to a...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $95K *

Join a team that builds and nurtures relationships with affluent clients. Drive comprehensive financial strategies, manage a diverse portfolio, and provide tailored banking solutions while collaborati...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$75K - $95K *

Join a team that's dedicated to building strong financial relationships with affluent customers. You'll develop comprehensive banking strategies, manage a diverse portfolio, and collaborate with profe...

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $179K *

Engage clients by driving acquisition and expansion of financial wellness solutions, utilizing a consultative sales approach. Collaborate with internal teams and external partners to meet complex orga...

3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $180K *

Accelerate progress at managing client wealth by advising families on investments, financial planning, and banking. Collaborate with a dedicated team and leverage resources to achieve client goals and...

Reposted 5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $120K *

Join a team that's driving strategic financial growth through advanced analysis, budgeting, and performance management. Utilize your expertise to influence key decisions and enhance business performan...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $120K *

Innovate financial strategies as a key contributor to planning and analysis, ensuring operational excellence through detailed budgeting, forecasting, and advanced modeling to drive impactful business...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $115K *

Provide leadership and oversight for collateral operations, ensuring compliance and efficiency throughout the loan lifecycle. Drive process improvements, manage a team, and mitigate risks associated w...

4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$156K - $195K *

Engage as a strategic leader in Health & Benefits partnerships, fostering relationships that empower producers and enhance growth. Drive carrier collaboration and elevate sponsorship impact through me...

US-AnywhereRemote

3 weeks ago

  •   8 - 10 years exp.  •   Healthcare

$99K - $169K *

Lead the charge in driving distribution of asset management solutions through strategic relationship management, targeting investor segments in a high-travel environment. Empower sales teams and enhan...

5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$225K - $250K *

Grow your leadership skills by managing a high-performing sales team that engages with financial intermediaries to promote and sell qualified retirement plans across a defined territory, ensuring targ...

US-AnywhereRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $120K *

Join us to lead the contract execution process, partnering with Sales and cross-functional teams to ensure compliance, accuracy, and streamlined workflow management for all contract-related documentat...

US-AnywhereRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$100K - $130K *

Empower your career by managing credit risk and loan portfolio analysis. Collaborate with Relationship Managers to evaluate, underwrite, and renew loans while ensuring compliance and identifying indus...

Yesterday

  •   8 - 10 years exp.  •   Finance & Insurance

$100K - $130K *

Join a dynamic team to oversee risk assessment and loan portfolio management, collaborating with Relationship Managers to develop a high-quality and profitable lending portfolio through thorough analy...

Yesterday

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $100K *

Manage daily operations of Client Services, fostering collaboration and improving efficiency while ensuring exceptional client experience and team development. Lead recruitment and performance evaluat...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Business Services

$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...

US-AnywhereRemote

Yesterday

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $150K *

Serve as a growth architect for strategic client pursuits, driving complex enterprise-level opportunities within the Private Equity practice while collaborating across teams to enhance sales execution...

1 week ago

  •   11 - 15 years exp.  •   Business Services