$90K - $160K *
Provide expert portfolio management and advisory services, guiding equity investments while collaborating with financial advisors to optimize client outcomes. Drive investment strategy and deliver act...
2 weeks ago
$100K - $275K *
Transform client experiences by driving business development, fostering relationships, and delivering integrated financial solutions. Collaborate across teams to enhance service offerings and achieve...
Reposted 3 weeks ago
Vice President, Client Relationship Manager
$125K - $150K *
Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...
Reposted 2 weeks ago
$100K - $110K *
Unlock exceptional client experiences by serving as a trusted advisor, nurturing relationships and enhancing service delivery. Lead strategic client interactions, optimize operational processes, and m...
2 days ago
Sr. Account Executive - Key Accounts
$128K - $150K *
Transform client relationships into growth opportunities as you drive consultative sales cycles for top firms. Collaborate with cross-functional teams to implement strategies, achieve quota, and expan...
2 weeks ago
AML Compliance Advisor Principal | Hybrid
$100K - $125K *
Join a team that's committed to compliance excellence, driving operational effectiveness and risk management across multiple functions. Influence decision-making and foster continuous improvement in a...
2 weeks ago
Finance - Senior Wealth Advisor
$125K - $150K *
Join a team that provides comprehensive financial planning and guidance for multi-generational families. You'll develop personalized strategies, coordinate with advisors, and enhance relationships to...
2 weeks ago
Senior Manager, Wealth Management Enablement
$120K - $140K *
Champion seamless learning experiences in Wealth Management by designing impactful training programs, advocating for process enhancement, and fostering AI tool adoption for advisors and client service...
Reposted 6 days ago
Alternative Investment Product Consultant
$70K - $130K *
Join a team that's transforming alternative investment strategies by engaging advisors and enhancing client relationships through expert product support, collaboration, and insightful education in a d...
3 weeks ago
Attorney (Estate Planning Strategist)
$90K - $130K *
Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...
Reposted 1 week ago
$178K - $223K *
Drive strategic partnerships by aligning with product vision, ensuring seamless integration of external technology partners, enhancing operational efficiency, and fostering a collaborative environment...
3 weeks ago
Principal Enterprise Account Manager
$125K - $150K *
Champion enterprise growth by managing key client relationships, driving retention and revenue expansion. Leverage insights to create strategies, foster collaboration, and enhance client value through...
1 week ago
Senior Wealth Strategy Associate
$100K - $120K *
Lead strategic wealth planning initiatives, collaborating with clients to enhance financial solutions. Drive complex investment strategies and cultivate strong relationships, ensuring client satisfact...
3 weeks ago
Lead Underwriter Specialty Lending (Affluent Clients)
$87K - $140K *
Join a team that evaluates complex credit applications for affluent clients, balancing credit quality with exceptional customer service while partnering with Wealth Advisors and Private Bankers to del...
Reposted 4 weeks ago
Senior Investment Advisor, Business Development - California
$125K - $150K *
Lead the charge in expanding investment advisory services for fiduciaries. Build strong client relationships, drive growth, and collaborate cross-functionally to deliver tailored solutions for complex...
1 week ago
Alternative Investment Strategist
$90K - $160K *
Lead the charge in shaping alternatives investment strategies to empower financial advisors. Collaborate within a dynamic team to deliver insightful market analysis and enhance client portfolio recomm...
Today
Senior Analyst - Client Risk Prevention
$70K - $130K *
Partner with us to enhance client protection by managing fraud cases, providing expert analysis, and coordinating with internal teams. Utilize strong communication skills and risk management expertise...
2 weeks ago
$110K - $130K *
Transform client success by leveraging institutional investment expertise to drive retention and revenue growth for top-tier clients through strategic relationship management and data-driven decision...
3 weeks ago
Director, US Mutual Fund Operations
$140K - $230K *
Champion the financial reporting and operational oversight of mutual funds, ensuring robust controls and compliance while collaborating with third-party service providers and board members to enhance...
Reposted 2 weeks ago
Lead Product Manager - Equities
$90K - $160K *
Optimize product strategies and drive innovation in equity investment vehicles while managing the end-to-end lifecycle. Collaborate with stakeholders to accelerate market readiness and enhance client...
3 weeks ago
$110K - $130K *
Advance enterprise sales initiatives by strategically engaging target accounts. Build relationships and leverage consultative selling to identify and fulfill client data needs, driving revenue growth...
Reposted 1 week ago
Vice President, Client Reporting, Conversion Specialist
$125K - $150K *
Champion the client conversion lifecycle, managing data migrations and project timelines, while collaborating cross-functionally with teams to ensure successful onboarding and integration into the pla...
3 weeks ago
$70K - $119K *
Transform client relationships by preparing essential portfolio materials, coordinating communication between clients and portfolio managers, and ensuring timely processing of transactions to enhance...
3 weeks ago
$70K - $130K *
Reimagine investment analysis by assessing products for platform inclusion. Your insights will shape competitive offerings while managing risk and engaging with advisors and stakeholders to drive fina...
1 week ago
Investment Banking Analyst - Equity Private Placements
$110K *
Unlock potential by joining a dynamic Equity Private Placements team, gaining exposure to diverse capital transactions while developing financial models and analyses, supporting senior bankers, and fo...
1 week ago