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$200K - $240K *

Help us build lasting client relationships and deliver tailored financial strategies. Manage portfolios, educate clients, and navigate the complexities of investment management within a supportive tea...

Reposted today

  •   Less than 5 years exp.  •   Finance & Insurance

$96K - $207K *

Take ownership of delivering fiduciary solutions through expertise in Special Needs Trusts and estate administration, fostering client relationships, ensuring compliance, and achieving growth within a...

Reposted 5 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$96K - $207K *

Pioneer comprehensive fiduciary solutions for clients with special needs, ensuring legal compliance and fostering strong relationships. Manage trust accounts, strategize client needs, and enhance sati...

Reposted 5 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$96K - $207K *

Help us provide fiduciary expertise in managing Special Needs Trusts and enhance client relationships by delivering tailored solutions for individuals with impairments while ensuring compliance with l...

Reposted 5 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$96K - $207K *

Elevate client engagement by delivering expert fiduciary solutions in Special Needs Trusts while fostering strong client relationships and ensuring compliance with legal standards. Partner closely wit...

Reposted 5 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$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 *

Manage the legal strategy for premier trust companies, providing expert guidance on fiduciary matters, policy advice, and complex document negotiations while collaborating with senior management and s...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$105K - $250K *

Grow financial relationships by providing tailored wealth management strategies while collaborating across teams to enhance client engagement and meet their financial goals through a personalized appr...

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$105K - $250K *

Shape the future of wealth management by providing personalized financial strategies to clients. Collaborate with partners to enhance client engagement and effectively grow relationships through proac...

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$107K - $194K *

Engage in high-level risk monitoring and assessment activities, supporting a Risk Monitoring Director. Collaborate with teams, mentor junior staff, and lead initiatives to bolster regulatory complianc...

Reposted yesterday

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $100K *

Engage in dynamic portfolio management and trading services for over 300 accounts, collaborating with Investment Advisors to effectively implement transitions aligned with client needs and strategic g...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$120K - $140K *

Empower advisors in your region to unlock growth potential through strategic planning and relationship building. Serve as a trusted liaison, driving actionable insights and fostering success in wealth...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$88K - $105K *

Elevate client relationships by delivering targeted digital campaigns and driving growth in a high-energy role that shapes media strategies for leading U.S. higher education institutions, while collab...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Business Services

$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

$93K *

Analyze complex client data to create tailored estate and business plans, ensuring integration of insurance products and compliance with evolving tax laws. Collaborate with clients and advisors to cle...

4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$115K - $186K *

Join us in delivering comprehensive financial strategies as a Senior Trust Advisor, fostering strong client relationships and managing complex accounts in the Private Client Services domain while driv...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$115K - $186K *

Engage clients by providing tailored financial strategies and managing complex trust accounts. Cultivate relationships while achieving sales goals and ensuring optimal compliance with estate and inves...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $90K *

Support clients in achieving financial goals by providing expert wealth management and investment advice. Build and nurture long-term relationships while enhancing client engagement through tailored f...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $100K *

Transform the lives of beneficiaries by administering Special Needs Trusts. Collaborate with diverse professionals to ensure compliance and enhance support for individuals with disabilities while fost...

Reposted 3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Engage with complex client relationships as you oversee client management strategies, coordinating with internal teams throughout the client lifecycle to ensure exceptional service and satisfaction wh...

Reposted 4 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$79K - $106K *

Empower our team to optimize inventory security through proactive strategies, investigations, and audits. Drive awareness and accountability while ensuring a safe selling environment and enhancing our...

1 week ago

  •   5 - 7 years exp.  •   Retail & Consumer Goods

$85K - $100K *

Lead the charge in managing municipal pension plans by building lasting client relationships and providing insightful market commentary. Collaborate with actuarial firms and ensure compliance with inv...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$150K - $180K *

Unlock potential by driving the growth of complex private wealth relationships nationally. Establish strategic partnerships and lead engagement to deliver tailored services to high-net-worth clients a...

3 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance