$130K - $140K *
Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...
1 week ago
Wealth Management Client Analytics Director
$170K - $215K *
Transform the wealth management analytics landscape by leading strategies that drive data-informed insights, enhance client engagement, and catalyze business growth through predictive analytics and co...
2 weeks ago
Institutional Sales Managing Director - East Coast & Canada
$180K - $250K *
The Managing Director for Institutional Sales will focus on expanding Patria's presence among institutional clients in the East Coast and Canada. This role involves developing sales strategies, engagi...
Reposted yesterday
Sr. Client Success Manager - Key & Strategic
$110K - $171K *
Empower clients by managing their complete post-sales journey, driving success through strategic insights and partnership. Collaborate across teams to enhance client experiences, adoption, and retenti...
Reposted 3 weeks ago
Business Development Representative - Institutions
$75K - $118K *
Play a key role in expanding our institutional market presence by strategically generating new business opportunities, collaborating across teams, and achieving sales targets, all while being part of...
3 days ago
Private Wealth Management Investment Consultant
$68K - $120K *
Champion comprehensive financial planning for clients, providing expert guidance in annuities and insurance solutions to enhance their financial strategies and ensure alignment with their goals throug...
2 days ago
Wealth Advisor, Schwab Wealth Advisory
$100K - $150K *
Champion client success by managing relationships, delivering financial planning, and providing tailored investment guidance in a collaborative advisory environment. Focus on building trust and helpin...
3 days ago
Wealth Advisor, Schwab Wealth Advisory
$80K - $120K *
Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with an advisory team to support clients' long-term goals, ensuring effective communication...
3 days ago
Wealth Advisor, Schwab Wealth Advisory
$80K - $120K *
Join a dynamic team to deliver personalized financial solutions, managing client relationships with a focus on comprehensive planning and investment strategies. Collaborate to enhance client confidenc...
3 days ago
Private Client Banker - Hudson Yards - New York, NY
$70K - $95K *
Engage affluent clients by managing their banking relationships with a proactive approach to generate growth. Collaborate with specialists to address their financial needs while ensuring compliance wi...
2 weeks ago
SENIOR WEALTH STRATEGY ASSOCIATE
$85K - $115K *
Empower clients by managing information and reports, enhancing team services, and organizing marketing events. Join a dynamic team focusing on strategic client engagement and support to drive business...
Reposted 1 week ago
Senior Vice President, Client Service Executive
$102K - $145K *
Champion exceptional client service by understanding needs, resolving issues, and facilitating communication. Drive strategic insights, service evolution, and operational improvements for large, compl...
3 days ago
Account Manager, Institutional Corporate Client Group
$205K - $240K *
Support relationship management for corporate clients by delivering strategic investment insights and performance updates. Collaborate with teams to enhance institutional engagement and retention thro...
Reposted 2 weeks ago
$128K - $160K *
Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...
3 days ago
International Private Bank- Select Banker- Global Families Group
$150K - $200K *
Explore an exceptional opportunity advising high-net-worth clients; manage and deepen relationships while leveraging a vast support system. Utilize your banking expertise to provide tailored wealth ma...
Today
Private Client Sales Strategy Support Manager, Vice President
$150K - $200K *
Drive growth and collaboration by identifying referral opportunities across multiple business lines. Shape and execute strategies to optimize client transitions and partnerships, ensuring compliance a...
1 week ago
Associate Wealth Management Banker
$85K - $145K *
Transform client relationships by driving awareness of cash management and lending solutions. Collaborate with financial advisors to provide tailored support, enhance business development, and meet ke...
2 weeks ago
Business Development and Enterprise Coverage, RIA's - Senior Vice President / Managing Director
$160K - $200K *
Join a dynamic team as you build and manage key RIA relationships, driving client engagement and delivering tailored investment solutions across a broad spectrum of offerings. Cultivate growth opportu...
2 weeks ago
Private Share Lending Transactor- Executive Director
$150K - $250K *
Engineer innovative liquidity solutions as a senior leader in Private Share Lending. Coordinate multi-party transactions, enhance business development, and foster strategic relations with issuers and...
2 weeks ago
$80K - $115K *
Empower client experience through process improvement and operational excellence. Drive strategic initiatives by analyzing current models, enhancing workflows, and implementing innovative solutions to...
Reposted 1 week ago
$100K - $150K *
Transform the wealth management landscape by advising high-net-worth clients, developing comprehensive wealth plans, and leveraging internal resources for growth while ensuring compliance and deliveri...
3 weeks ago
$70K - $95K *
Elevate your career by providing top-tier investment management support to Wealth Advisors, ensuring seamless portfolio implementation and strategic consulting with a focus on enhancing client experie...
3 days ago
$115K - $130K *
Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...
Yesterday
Wealth Advisor (Upstate New York)
$85K - $145K *
Advance your career by becoming a trusted advisor to a diverse client base, ensuring retention and growth while leveraging your expertise in investments, financial planning, and client communication w...
2 weeks ago
$61K - $250K *
Empower individuals as you build a financial advising practice, helping clients achieve their goals through personalized strategies. Enjoy the flexibility of entrepreneurship while receiving comprehen...
Reposted yesterday