Tax Manager - Ultra High Net Worth
$95K - $180K *
Join a dynamic team dedicated to tax strategy for ultra-high net worth clients, providing comprehensive tax planning and compliance solutions while fostering collaboration and mentorship among team me...
4 days ago
Tax Manager - Ultra High Net Worth
$95K - $180K *
Lead a collaborative team aiding ultra-high net worth clients in complex tax planning, compliance, and wealth transfer strategies, while fostering strong client relationships and mentoring staff to de...
4 days ago
Tax Manager - Ultra High Net Worth
$95K - $180K *
Champion tailored tax strategies for ultra-high net worth families, managing intricate estate, gift, and compliance needs. Elevate team performance and client relations by delivering specialized guida...
4 days ago
Advisory Director Client Relationship Executive - AI, Data & Tech
$190K - $300K *
Accelerate growth through strategic client relationships, leading complex solution sales and orchestrating high-impact outcomes in AI, Data & Tech. Drive measurable change and innovation by bridging c...
3 weeks ago
Retirement Plan Consultant - Hybrid (Armonk, NY)
$160K - $200K *
Unlock value by driving retirement plan sales, enhancing client relationships, and consulting on compliance. Leverage expertise in ERISA regulations to design tailored plans and deliver exceptional se...
Reposted 1 week ago
Assistant Vice President, Investment Operations - Private
$165K - $195K *
Shape operations by executing and supporting the private credit deal lifecycle. Collaborate across teams to enhance transaction efficiency, ensure data integrity, and optimize process improvements in...
1 week ago
$100K - $135K *
Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...
2 weeks ago
Senior Operations Associate - Broker-Dealer & RIA
$150K - $180K *
Optimize operational workflows for a broker-dealer and RIA, enhancing customer experience through automation, risk management, and collaboration. Drive process improvements and contribute to our dynam...
3 days ago
$134K - $166K *
Champion compliance excellence by leading a high-performing team, ensuring adherence to regulatory guidelines and internal policies while driving process improvements across investment portfolios and...
5 days ago
Business Technology Analyst, Outsourced CIO Team
$80K - $120K *
Take ownership of innovative technology solutions to enhance the OCIO Advisory team’s investment strategies. Collaborate with professionals to streamline workflows and integrate AI tools, driving effi...
Reposted yesterday
Private Investments, Product Launch Analyst
$90K - $180K *
Unlock potential by managing investment vehicle launches and lifecycle processes for Private Equity and Private Credit products, ensuring compliance and operational excellence through cross-functional...
Reposted 3 weeks ago
Product Manager - Consumer & Community Banking (CCB)
$120K - $150K *
Join our dynamic team and elevate your career by driving product innovation, guiding successful launches, and ensuring high-quality customer experiences while managing the product lifecycle for cloud...
Reposted 3 days ago
$100K - $140K *
Lead product strategy for enterprise collaboration platforms, ensuring alignment with executive needs. Drive initiatives to enhance collaboration tools and manage critical applications, fostering seam...
2 weeks ago
$100K - $125K *
Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...
3 weeks ago
Legal Entity Management – Vice President
$175K - $210K *
Lead the Legal Entity Management function, ensuring compliance and governance across the entity lifecycle while collaborating with senior leaders to enhance internal processes and frameworks...
2 weeks ago
JPMorgan Private Client Sales Strategy Support Analyst, Senior Associate
$90K - $120K *
Join the charge in shaping sales strategy and resources for a dynamic financial team. Enhance client engagement by developing effective sales content and collaborating across departments to optimize r...
3 days ago
$85K - $135K *
Lead the charge in streamlining commercial deposits and cash management processes while fostering effective client and internal stakeholder relationships in a dynamic, collaborative environment...
2 weeks ago
Client Onboarding Manager - Insurance
$90K - $120K *
Unlock your potential as a Client Onboarding Manager, leading the onboarding process for new clients in the Annuity and Life Insurance realm. Manage projects, train users, and ensure platform success...
Yesterday
J.P. Morgan Wealth Management - Private Client Investment Associate - Midtown Manhattan
$70K - $95K *
Join a dynamic team to support Private Client Advisors with operational excellence, client relationship building, and wealth planning strategies to enhance the overall client experience and drive busi...
1 week ago
$148K - $175K *
Champion the strategic management of a significant property portfolio, leading a talented team while fostering strong tenant relationships and ensuring compliance with policies to achieve operational...
3 weeks ago
Investment Banking Vice President | Mortgage & Specialty Finance
$250K *
Lead M&A and advisory engagements, managing transactions from start to finish. Collaborate closely with senior clients and bankers, leveraging extensive analytical skills in a high-performance team fo...
3 weeks ago
Associate, Asset Management & Underwriting
$110K - $140K *
Unlock potential by managing real estate credit investments and underwriting with a focus on portfolio performance, financial analysis, and collaboration across teams to drive successful outcomes in a...
2 weeks ago
M&A Corporate Development Associate
$90K - $130K *
Transform the landscape of wealth management by driving M&A strategies, evaluating opportunities, and executing deals with retiring advisors and RIA firms, while shaping integration efforts to ensure...
Reposted 1 week ago
Account Manager, Commercial Lines
$80K - $100K *
Transform client experiences by delivering top-notch support for member onboarding, data management, and insurance renewals within a dynamic team environment focused on property and casualty insurance...
3 weeks ago
$150K - $170K *
Unlock potential by managing and executing complex tax compliance and planning activities. Serve as a strategic advisor, guiding business decisions, improving processes, and ensuring accuracy across m...
Yesterday