Remote
caret down
Compensation
caret down
Position Level
caret down
Time Posted
caret down
Industries
caret down
Locations
caret down
More
1
caret down

Sort By: Relevance

$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

  •   5 - 7 years exp.  •   Legal & Accounting

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Business Services

$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...

US-AnywhereRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Legal & Accounting

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Legal & Accounting

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Business Services

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance