Sr. Account Executive - Key Accounts
$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
Hedge Fund Client Facing Account Director
$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
Senior Client Service Associate
$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
$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
$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
Senior Registered Client Associate
$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
Client Coverage, Institutional Business, Senior Analyst
$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
Manager, Institutional Operations
$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
Paralegal, Strategic Transactions
$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
Wealth Management Advisor (Stamford, CT)
$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
Wealth Planner - Overland Park, KS
$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
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
Private Capital Advisory Roadshow Coordinator
$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
Wealth Management Platform Manager - Assistant Vice President
$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
$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
$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
Client Strategy Managing Director
$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
Client Associate/Registered Client Associate
$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
Key Private Bank Sr. Relationship Manager
$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
Wealth Management Advisory Reporting Vice President
$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
$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
Premier Client Banker - PNC Wealth Management
$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
Personal Banking Client Engagement Manager
$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
Senior Client Relations Advisor
$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
Regulatory and Compliance, Investor Onboarding and Regulatory Review, Vice President
$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