Regulatory and Compliance, Investor Onboarding and Regulatory Review, Vice President
$155K - $185K *
Transform investor onboarding and compliance processes by leading the review team, managing client relationships, and ensuring regulatory adherence for private funds and registered investments. Join a...
3 weeks ago
VP, Assistant Branch Manager - Huntington, NY
$80K - $95K *
Join a team that's focused on driving business growth and enhancing client relationships. As an integral part of branch leadership, you'll support strategy execution, collaborate with peers, and foste...
1 week ago
Senior Wealth Advisor | Midtown Manhattan
$70K - $120K *
Elevate financial advisory services by providing tailored investment solutions to affluent clients. Collaborate with a dedicated team to ensure exceptional client experience and compliance while drivi...
2 weeks ago
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
$125K - $150K *
Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with a dedicated advisory team to assist clients in navigating complex financial decisions...
Reposted 1 week ago
Director, Wealth Management Coach-New York, NY
$155K - $167K *
Drive excellence in wealth management by coaching client-facing associates. Empower teams to deliver comprehensive financial solutions, enhancing client relationships and promoting client-centric stra...
Reposted 2 weeks ago
Director, Wealth Management Coach-New York, NY
$155K - $167K *
Join a dynamic team to empower Wealth Management associates through effective coaching, collaboration, and client engagement strategies, driving successful financial solutions tailored to unique clien...
Reposted 2 weeks ago
Director, Wealth Management Coach-New York, NY
$155K - $167K *
Transform your career by coaching Wealth Management associates to optimize client financial outcomes, enhance skills, and drive results through personalized and group training, making a significant im...
Reposted 2 weeks ago
Director, Wealth Management Coach-New York, NY
$155K - $167K *
Elevate your career by coaching client-facing Wealth Management associates to provide tailored financial solutions, driving impactful results through collaborative engagement and effective practice ma...
Reposted 2 weeks ago
Equity Research Supervisory Analyst
$125K - $150K *
Shape the quality of equity research reports by leading review, ensuring clarity and compliance while collaborating with analysts. Contribute to a respected team focused on producing accurate, insight...
2 days ago
$175K - $245K *
Advance client relationships by delivering excellence and driving revenue growth through strategic insights and collaborative solutions in an entrepreneurial environment...
6 days ago
Regional Wealth Management Consultant
$133K - $213K *
Shape the future of wealth management by driving sales, cultivating advisor relationships, and executing strategic plans within your assigned territory; leverage your expertise to meet client needs an...
Reposted today
Private Client Account Executive
$105K - $130K *
Transform client engagement by leading strategies for complex personal property and casualty accounts, ensuring optimal service delivery and proactive solutions to meet evolving customer needs across...
Today
Hedge Fund Finance - Assistant Vice President
$110K - $145K *
Shape the future of hedge fund operations by managing fund accounting and ensuring compliance, all while fostering relationships with fund managers and third-party administrators. Drive efficiency and...
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
$115K - $180K *
Support corporate client relationships by managing expectations, fostering loyalty, and collaborating with internal teams to enhance service delivery. Leverage analytical skills to drive growth and sa...
2 weeks ago
$110K - $185K *
Lead the charge in managing equity compensation relationships, ensuring client satisfaction through collaboration and expert knowledge, enhancing participant experiences across client segments, and de...
Reposted 2 weeks ago
$110K - $130K *
Accelerate your career by fostering high-value client relationships through tailored wealth solutions. Guide and advise clients on banking, investment, and insurance strategies, while building meaning...
Reposted 1 week ago
$100K - $120K *
Empower high-value client relationships by delivering tailored wealth solutions. Drive engagement through needs assessments, portfolio management, and collaboration with service teams. Enhance portfol...
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 Manager of Transaction Advisory Services
$135K - $160K *
Lead the charge in shaping financial due diligence engagement strategies and elevate client relationships. This role demands strategic vision, leadership of diverse teams, and a commitment to deliveri...
3 weeks ago
Senior Wealth Strategy Associate
$125K - $150K *
Champion strategic wealth management initiatives to enhance client portfolios, ensuring comprehensive financial planning and investment strategies for high-net-worth individuals. Collaborate with cros...
Reposted 2 weeks ago
Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market
$80K - $90K *
Reimagine client relationships by delivering tailored financial strategies to high-net-worth individuals, cultivating connections, and driving portfolio growth through collaborative expertise and inno...
Reposted 4 days ago
Client Relationship Executive (Private Equity)
$200K - $300K *
Elevate enterprise-level client relationships by architecting growth strategies that drive multi-service pursuits and deepen executive partnerships. Collaborate in a team-based approach to achieve sig...
Today
Client Relationship Executive (Private Equity)
$200K - $300K *
Unlock potential by driving complex growth strategies and client relationships in our Private Equity practice. Collaborate with leadership to enhance multi-year revenue goals and create impactful clie...
4 days ago
Senior Fund Banking Executive Assistant
$80K - $100K *
Unlock operational excellence by providing strategic executive support to Fund Banking leaders. Anticipate needs, coordinate high-impact initiatives, and mentor administrative teams to enhance efficie...
Yesterday