Client Service Manager II - Clearing Client Management - Wealth Client Experience
$66K - $125K *
Drive exceptional service and operational efficiency for broker-dealer clients by leading strategic initiatives, enhancing client relationships, and managing projects that optimize their overall exper...
Reposted 3 weeks ago
PCS Senior Trust Advisor - Philadelphia, PA
$115K - $186K *
Transform client financial strategies by managing complex trusts and estates. Cultivate relationships to understand goals and develop tailored solutions while achieving revenue targets through excepti...
Reposted 1 week ago
$85K - $125K *
Lead the charge in transforming label royalty accounting processes while managing a team of analysts. Ensure accuracy in royalty calculations and reporting for independent label clients, driving effic...
3 days ago
Senior Third Party Risk Analyst -- Governance (Hybrid)
$110K - $130K *
Advance your career by owning the Third-Party Risk Management framework. Collaborate with various stakeholders to strengthen compliance, governance, and monitoring of third-party relationships while d...
2 weeks ago
Senior Third Party Risk Analyst -- Governance (Hybrid)
$110K - $130K *
Oversee third-party risk management initiatives, ensuring compliance and governance across the enterprise. Collaborate with stakeholders to enhance risk assessment and monitoring practices, driving st...
2 weeks ago
Senior Third Party Risk Analyst -- Governance (Hybrid)
$110K - $130K *
Shape and enhance third-party risk management framework, ensuring compliance and oversight across the enterprise. Collaborate with stakeholders to drive strategic risk-based decisions and continuous i...
2 weeks ago
Senior Third Party Risk Analyst -- Governance (Hybrid)
$110K - $130K *
Transform third-party risk management practices by overseeing governance, compliance, and strategic initiatives. Collaborate with stakeholders to optimize risk assessment and reporting, ensuring regul...
2 weeks ago
$110K - $130K *
Advance enterprise sales initiatives by strategically engaging target accounts. Build relationships and leverage consultative selling to identify and fulfill client data needs, driving revenue growth...
Reposted 1 week ago
Business Development Director - Institutional Capital Formation - Client Role
$180K - $200K *
Engage in dynamic institutional fundraising projects, cultivating senior LP relationships to drive capital commitments across diverse investment strategies and products, while collaborating closely wi...
2 weeks ago
Strategic Account Executive, Asset & Wealth Management
$380K - $450K *
Unlock potential by driving AI adoption in asset & wealth management. You'll lead the sales cycle, build strategic partnerships, and enhance workflows for institutions managing trillions. Join us to t...
Reposted 2 weeks ago
Hedge Fund Finance - Vice President
$140K - $175K *
Unlock potential by leading Hedge Fund Accounting and Administration efforts. Collaborate with teams and clients, oversee fund operations, automate processes, ensure compliance, and manage reporting w...
Today
Associate Product Manager / Assistant Vice President - 529 Plans
$85K - $140K *
Drive the growth of a $20B platform managing 27 529 Plans, focusing on client experience, product expertise, and strategic project management, while ensuring compliance and risk mitigation across mult...
1 week ago
Senior Technical Business Analyst
$200K - $225K *
Empower strong collaboration and drive successful outcomes by partnering with cross-functional teams to define requirements, document processes, and deliver robust technology solutions across business...
3 weeks ago
Vice President, Client Reporting, Conversion Specialist
$125K - $150K *
Champion the client conversion lifecycle, managing data migrations and project timelines, while collaborating cross-functionally with teams to ensure successful onboarding and integration into the pla...
3 weeks ago
$114K - $190K *
Accelerate your career by leading and coaching financial advisors in growth strategies and operational excellence while driving advisor satisfaction in a dynamic market environment...
3 days ago
$114K - $190K *
Lead the charge in empowering financial advisors by coaching and supporting growth initiatives, fostering strong relationships, and enhancing advisor satisfaction through strategic engagement and oper...
3 days ago
$114K - $190K *
Help us shape the future of financial advisory by leading teams and driving advisor growth in a dynamic environment. Collaborate with advisors to enhance their practices while ensuring high satisfacti...
3 days ago
2027 Global Private Bank Advisor Program (Full-time Associate) - US Private Bank
$80K - $95K *
Accelerate progress at the forefront of private banking, engaging with clients and delivering tailored wealth management solutions while collaborating with experienced professionals in a dynamic team...
Reposted 2 weeks ago
2027 Global Private Bank Advisor Program (Full-time Associate) - US Private Bank
$80K - $95K *
Grow successful client relationships in a dynamic training program for MBA grads, focusing on customized wealth management solutions and collaboration across teams to enhance financial expertise and c...
Reposted 2 weeks ago
$146K - $182K *
Lead enterprise-level sales engineering initiatives, guiding strategic transformations in legacy operations through AI-driven solutions, while collaborating with C-Suite executives and technical teams...
6 days ago
$146K - $182K *
Help us drive transformation as a Senior Enterprise Sales Engineer, collaborating with C-Suite executives and global stakeholders to integrate our AI-powered solutions into legacy systems, enhancing c...
6 days ago
Senior Associate or Junior Director, FIG Advisory
$185K - $275K *
Join a team that drives impactful financial services, engaging in high-profile transactions and delivering expertise in financial models and industry analysis while collaborating closely with senior b...
2 weeks ago
Global Wealth, Onboarding Analyst (NYC)
$80K - $110K *
Lead the charge in onboarding new financial intermediaries and launching private market funds. Collaborate with teams to support operational processes and client service excellence across our client’s...
1 week ago
HNW Lending Product Support Associate
$58K - $115K *
Unlock potential by delivering exceptional support and expertise in Securities Based Lending while collaborating with Financial Advisors and stakeholders to enhance client experience and service quali...
Reposted 2 weeks ago
Senior Analyst, Private Debt Operations
$110K - $130K *
Join a team that's dedicated to optimizing private debt operations and supporting diverse alternative investments. Contribute to portfolio management and enhance fund administration processes for oper...
4 days ago