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$128K - $150K *

Shape the future of wealth management by managing top-tier client relationships, executing strategic sales initiatives, and driving revenue growth in collaboration with cross-functional teams to deliv...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$95K - $190K *

Deliver exceptional client service as you manage and resolve accounting issues, support reconciliation processes, and ensure compliance with GAAP, while collaborating with teams to facilitate smooth o...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Empower our financial advisor clients by supporting account onboarding, managing operations, and ensuring accurate trades. Collaborate closely with teams to enhance service delivery and client experie...

6 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K *

Collaborate with the Wealth Planning Team to deliver tailored estate and tax strategies for high-net-worth clients. Support data analysis, financial modeling, and client communication to enhance plann...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $100K *

Shape the client experience by managing subscription, transfer, and redemption processes, and collaborating with fund administrators to enhance service delivery for private fund investors. Drive conti...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$71K - $108K *

Join a dynamic team to enhance client relationships and streamline operations. Utilize your expertise in client support and brokerage services to provide exceptional service and foster growth for both...

4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $115K *

Join us to support relationship management and transaction execution within the Global Institutional Business, specializing in Financial Sponsors while engaging collaboratively across global teams to...

Today

  •   Less than 5 years exp.  •   Finance & Insurance

$170K - $185K *

Champion a complex financial landscape by mastering tax and partnership accounting for funds. Lead operations, guide junior associates, and deliver exceptional client reporting while driving process i...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $130K *

Support corporate attorneys with diverse transactional tasks, manage documents, and enhance workflows. Ideal for proactive professionals ready to thrive in a dynamic environment while contributing to...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$100K - $110K *

Grow your career with a dynamic team focused on high-net-worth clients, delivering personalized wealth management solutions while expanding and deepening client relationships in a supportive environme...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $120K *

Advance client relationships by delivering tailored financial strategies, focusing on comprehensive wealth planning and investment solutions that align with clients' life goals and legacy planning nee...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

Reposted 6 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $110K *

Join a team that coordinates GP fundraising roadshows and executive support while effectively managing client relationships and logistics in a high-stakes, dynamic environment. This role demands discr...

4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $140K *

Join a team that's committed to optimizing Wealth Management platforms by driving program execution, managing cross-functional collaboration, and ensuring effective communications and risk oversight f...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$137K - $240K *

Lead the charge in client marketing strategy execution, driving client acquisition and retention across diverse segments. Oversee a global marketing team to create impactful campaigns aligned with bus...

2 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$137K - $240K *

Lead the charge in developing and executing innovative client marketing strategies, driving acquisition and retention for diverse client segments through comprehensive campaigns and collaborative part...

2 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$180K - $220K *

Drive impactful client strategies by leading a talented team, fostering relationships, and optimizing campaigns across diverse industries to achieve meaningful business growth while mentoring future l...

2 weeks ago

  •   11 - 15 years exp.  •   Business Services

$75K - $90K *

Empower financial advisors by providing exceptional client support, managing account records, facilitating transactions, and ensuring compliance in a dynamic environment. Use your skills to enhance cl...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$116K - $216K *

Join a team that's dedicated to delivering personalized financial solutions, acting as the primary advisor for high net worth clients. Collaborate with experts to enhance relationships and drive new b...

4 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$140K - $180K *

Join a team that optimizes performance reporting solutions for Financial Advisors, crafting accessible insights and enhancing client experiences through customized analytical tools and operational sup...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$150K - $180K *

Help us drive innovation in financial services by owning the tech narrative for enterprise clients. You'll engage directly with stakeholders, lead product demos, and shape the customer journey to enha...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$76K - $127K *

Lead the charge in acquiring and nurturing Mass Affluent clients by leveraging consultative sales strategies and collaborative partnerships to drive revenue and ensure exceptional client experiences t...

Reposted 4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$72K - $90K *

Lead client engagement strategies, enhance AI-driven digital services, and drive operational excellence in the Personal Banking sector, focusing on team performance and innovative solutions for an exc...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $108K *

Build lasting connections by guiding families through complex care decisions. Own the intake process, manage client data in HubSpot, and support urgent needs with empathy. Collaborate with a dedicated...

5 days ago

  •   5 - 7 years exp.  •   Healthcare

$155K - $185K *

Inspire compliance excellence as you lead the review of investor subscription materials, ensuring adherence to major regulations and managing relationships to drive seamless onboarding processes in pr...

3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance