Estate Planning Strategist, Executive Director
$150K - $250K *
Unlock potential by collaborating with investment teams to offer high-net-worth clients comprehensive estate, gift, and income tax planning guidance, ensuring clarity in complex financial matters whil...
2 weeks ago
High-Net-Worth Personal Lines Account Executive (Premier)
$95K - $140K *
Join a team that's dedicated to providing exceptional insurance solutions for high-net-worth clients. This role demands strong relationship management and expertise in personal insurance, ensuring com...
4 days ago
Financial Advisor - HNW & Business Owner Planning
$85K - $100K *
Transform your career by building lasting client relationships while tailoring financial strategies. Collaborate with a supportive team to provide educational guidance and grow your own book of busine...
Yesterday
Managing Director, Head of Private Client Segment Marketing
$180K - $220K *
Shape the future of private client marketing by developing strategies that enhance client experiences across digital and in-branch channels while leading cross-functional teams to deliver measurable o...
6 days ago
Senior Product Manager - Private Markets, Portfolio Management, Vice President
$162K - $215K *
Architect innovative portfolio management solutions, engaging stakeholders to enhance Private Markets investment workflows and execute a strategic product roadmap that drives value and efficiency acro...
Reposted 2 weeks ago
Client Portfolio Manager, Brooklyn Direct Indexing
$123K - $193K *
Design and oversee client investment strategies, translating complex analytics into actionable insights while enhancing a direct indexing platform with a focus on personalized, tax-aware portfolios at...
Reposted 2 weeks ago
$80K - $95K *
Partner with us to enhance client relations and operational excellence. Lead on-site teams while ensuring service delivery, compliance, and team development to meet high client expectations and drive...
1 week 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
$170K - $220K *
Elevate the practice of trust and estate law by advising on complex fiduciary matters, negotiating critical agreements, and collaborating with senior stakeholders to navigate regulatory requirements a...
1 week ago
Client & Custodian Data Management Senior Associate
$80K - $120K *
Drive client and custodian data management by leading merger migrations, optimizing custodian operations, and facilitating cross-functional collaboration to improve service delivery and operational ef...
6 days ago
Senior Trust, Estate & Fiduciary Strategist
$174K - $261K *
Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...
Reposted today
Family Office Resources (FOR) - Analyst/Associate
$70K - $115K *
Champion strategic initiatives by coordinating execution across philanthropy, governance, and education while enhancing capabilities within a fast-paced, collaborative environment that emphasizes inno...
2 weeks ago
Portfolio Construction Analyst
$80K - $100K *
Lead the charge in optimizing client portfolios by implementing investment strategies, managing diverse assets, ensuring regulatory compliance, and facilitating effective communication with relationsh...
6 days ago
Alternative Investment Strategist
$120K - $200K *
Support financial advisors by developing and executing strategies for alternative investments. Collaborate on market insights, manage client relationships, and create actionable frameworks to enhance...
Today
Financial Advisory - Lead Advisor
$100K - $120K *
Lead the charge in managing client relationships, delivering strategic financial advice, and driving new business development. Collaborate with teams to enhance client experiences while maintaining a...
1 week ago
Director, Broker Dealer Controller
$160K - $260K *
Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...
Reposted 2 weeks ago
$210K - $255K *
Partner with us to integrate private markets into diversified portfolios, leveraging expertise in private equity, credit, and real assets. Drive strategic client engagement through analytical insights...
1 week ago
Head of Preferred Client Development
$200K - $250K *
Develop high-value client relationships to expand engagement and ensure sustainable growth through strategic networking, collaboration, and exceptional team leadership, while maintaining discretion an...
2 days ago
Principal Analyst, Risk Monitoring
$112K - $211K *
Join us in conducting risk monitoring activities and assessments, collaborating with teams to identify regulatory intelligence, and mentoring junior staff while leading special projects in a dynamic...
Reposted yesterday
International Private Bank- Team Lead Banker- Managing Director(EEA Market)
$210K - $250K *
Empower Ultra High Net Worth families by providing expert financial advice, managing diverse client needs, and leading a dynamic team of Client Advisors to achieve strategic goals and exceptional clie...
1 week ago
Business Development Manager - Soundview
$115K - $190K *
Transform your future by driving growth and strategy within our Wealth Management division, collaborating with Financial Advisors to enhance their practices and support diverse initiatives that impact...
Reposted 4 days ago
Business Development Consultant
$120K - $140K *
Unlock growth potential by building trusted advisor relationships, coordinating resources, and executing tailored strategies to drive measurable success in wealth management. Collaborate with teams to...
2 weeks ago
$70K - $120K *
Drive your career forward by ensuring investment compliance and integrity. As an integral part of a dynamic team, you’ll manage guidelines, support portfolio adherence, and enhance controls in asset m...
3 weeks ago
Financial Advisor (Multiple Levels)- Manhattan, NY
$66K - $117K *
Develop and deliver comprehensive financial planning strategies, enhancing client relationships, managing investment solutions, and achieving growth through exceptional customer service and a client-c...
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