Client Development Associate (Pacific Standard Time)
$80K - $100K *
Engage clients through seamless onboarding to enhance their journey from agreement to active relationship, collaborating with the team to ensure smooth, efficient processing and satisfaction throughou...
1 week ago
Senior Vice President, Investments
$300K - $400K *
Drive investment strategy and portfolio management while leading a high-performing team. Shape acquisition and deployment processes to optimize fund objectives, leveraging industry relationships to en...
3 weeks ago
Senior Client Delivery Analyst
$95K - $115K *
Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...
3 weeks ago
Workday Business Solutions Analyst
$88K - $138K *
Drive cross-functional projects by translating business needs into technical requirements, ensuring successful adoption of solutions across various People Technology platforms, including Workday and T...
1 week ago
Account Executive, Existing Business - Financial Services
$99K - $155K *
Drive revenue growth by enhancing existing client relationships in the Financial Services market. Contribute to a high-growth environment by leveraging your expertise in SaaS sales, cultivating impact...
2 days ago
Partner Manager - Credit & Deal Structuring
$150K - $190K *
Take ownership of credit analysis and deal structuring for fintech partnerships, enabling strategic focus and partnership leadership. You'll evaluate opportunities, negotiate agreements, and manage th...
4 days ago
$115K - $190K *
Engage Financial Advisors by driving revenue growth through strategic coaching, business development initiatives, and tailored support that enhances practice management and maximizes client solutions...
1 week ago
Senior Portfolio Analyst-Debt Capital Markets
$98K - $171K *
Engage with our Debt Capital Markets team to analyze, underwrite, and monitor a diverse buy-side debt portfolio, presenting insights and solutions to drive lending decisions and foster strong client r...
4 days ago
Premier Client Relationship Consultant (Banker) - East King County WA
$78K - $95K *
Build strong client relationships by providing tailored banking solutions, leveraging digital tools to fulfill customer needs while originating consumer loans and partnering with wealth management tea...
Reposted 5 days ago
Senior Relationship Manager - Insurance Banking
$140K - $239K *
Lead the charge in developing strategic relationships within insurance banking, driving new business growth and managing complex commercial loan portfolios while ensuring compliance and credit quality...
1 week ago
$80K - $100K *
Deliver exceptional client success by managing key accounts, driving growth, and optimizing campaign execution. Serve as a trusted partner to enhance strategic relationships while leading cross-functi...
1 week ago
Senior Home Lending Advisor - Lakewood WA
$100K - $120K *
Empower clients on their homeownership journey by leveraging your expertise in mortgage lending. Collaborate with a dynamic team to enhance customer experience and drive successful loan originations i...
1 week ago
$80K - $150K *
Innovate your career as a Senior Audit Strategist, leading complex risk reviews and managing teams to develop sustainable audit strategies across various business functions, while ensuring compliance...
3 days ago
$170K - $187K *
Champion strategic new business acquisition and expand revenue within enterprise accounts by leveraging strong consultative selling skills and building executive relationships in the financial technol...
3 weeks ago
$100K - $120K *
Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...
3 weeks ago
Senior Stock Plan Administrator
$102K - $150K *
Join a team that's evolving global equity programs, ensuring compliance and scalability while enhancing participant experiences. Play a pivotal role in administration and process improvement within a...
2 weeks ago
Partner Account Manager - North Virginia
$80K - $90K *
Advance our partner relationships by building and developing key accounts, driving growth in the SMB sector through innovative collaboration and lead generation initiatives while thriving in a dynamic...
2 weeks ago
$85K - $95K *
Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...
1 week ago
$177K - $300K *
Engage with Advisor teams to deliver tailored wealth planning strategies for high-net-worth clients. Manage client relationships, analyze financial data, and develop comprehensive planning solutions w...
3 weeks ago
Assistant Vice President - Private Equity Fund Accounting & Operations
$120K - $150K *
Lead the charge in overseeing accounting and operational activities for private equity funds, ensuring precise financial reporting, compliance, and seamless collaboration with key stakeholders, while...
3 weeks ago
$100K - $115K *
Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...
1 week ago
$110K - $120K *
Partner with us to enhance client travel solutions, ensuring satisfaction and retention by leveraging technology and nurturing relationships. Your expertise will drive growth within a diverse portfoli...
3 weeks ago
Principal Business Analyst, Portfolio Management
$118K - $135K *
Drive insights by owning analytics, modeling, and reporting for Portfolio Management programs, enhancing customer engagement and risk strategies that optimize business outcomes and foster customer sat...
Reposted 1 week ago
Senior Financial Planner - Seattle, WA, Vancouver, WA, Redwood City, CA (Hybrid)
$85K - $120K *
Contribute to creating and implementing customized financial plans that meet clients' needs, while collaborating with advisors to enhance service offerings, streamline processes, and foster strong cli...
2 weeks ago
Corporate Vice President, Advanced Planning Consultant- Northeast Zone
$140K - $230K *
Reimagine financial strategies by providing expert consultation and strategic support in advanced planning areas such as estate, business, and charitable planning, ensuring alignment with clients' fin...
4 days ago