$106K - $140K *
Design and manage enterprise software implementation projects, ensuring alignment between business needs and technical development. Collaborate with clients and internal teams to deliver high-quality...
Reposted today
$90K - $120K *
Accelerate growth through strategic partnerships in the IMO channel by driving sales, enhancing market presence, and delivering innovative solutions tailored to the needs of Broker Dealers and Indepen...
Reposted 1 week ago
Senior Banker, Income Property Group
$128K - $268K *
Drive financial success by serving as a Trusted Advisor to real estate clients, guiding them through strategic solutions and portfolio management, while leading deal teams and mentoring junior staff t...
Reposted 2 weeks ago
Sr Client Manager, Middle Market
$69K - $105K *
Join a dynamic team to enhance client relationships by expanding and retaining business portfolios. This role requires collaboration, expert cash management, and a strong client service focus to deliv...
1 week ago
Senior Business Development Officer - Institutional Asset Management
$90K - $120K *
Explore the forefront of business development by identifying and securing new client opportunities within a dynamic asset management landscape, delivering tailored solutions to drive growth and build...
1 week ago
Senior Manager, Closely Held Assets
$96K - $207K *
Lead the charge in effective real estate management for estates and trusts, overseeing a diverse portfolio while ensuring compliance and risk management. Drive positive experiences through excellent c...
1 week ago
$112K - $249K *
Contribute to the financial success of multifamily and commercial real estate funds by managing fund-level accounting, performance reporting, and investor relations, ensuring that fund metrics align w...
Reposted 1 week ago
Tax Manager, Private Client Services
$112K - $150K *
Advance your career by managing tax consulting for high-net-worth individuals, leveraging your expertise to deliver top-tier compliance and strategy solutions while building lasting client relationshi...
Reposted 3 weeks ago
Administrative Program Manager
$110K - $120K *
Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...
Today
$75K - $95K *
Transform client goals into actionable financial strategies as you provide technical expertise and structured planning insights. Collaborate with advisors to enhance their capabilities in delivering c...
1 week ago
$70K - $95K *
Lead the charge in operational excellence by guiding support staff, managing client issues, and enhancing team collaboration within a high-performing financial environment dedicated to exceptional ser...
Reposted 3 weeks ago
$120K - $150K *
Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...
1 week ago
$168K - $252K *
Unlock your potential by fostering relationships with consultants and brokers to drive market growth. Collaborate across teams to educate stakeholders on value propositions and enhance consultant-led...
2 days ago
Tax Managing Director, Private Client Services
$215K - $270K *
Lead a premier Private Client Services team providing expert tax compliance and consulting to high net-worth clients. Drive strategic initiatives, mentor staff, and manage complex engagements, ensurin...
1 month ago
Tax Managing Director, Private Client Services
$215K - $270K *
Lead high-level tax compliance and consulting for high-net-worth clients, utilizing expertise in estate, income, and trust tax. Supervise team, drive engagement success, and provide strategic insights...
1 month ago
Solutions Architect (Wealthtech)
$145K - $174K *
Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...
1 week ago
$139K - $174K *
Join us to shape a scalable partner acquisition framework across NA and EMEA. This strategic role focuses on end-to-end partner onboarding, ensuring efficiency and success for all new partnerships wit...
1 month ago
Account Partner Director - Strategic Banking & Insurance
$182K - $244K *
Join a team that drives strategic value for top-tier financial services clients. You'll partner with executives, lead transformative engagements, and cultivate insights to maximize Salesforce's capabi...
Reposted 2 days ago
Client Relationship Specialist, KEF
$71K - $125K *
Transform client relationships by driving sales support from transaction initiation to close while managing documentation and ensuring compliance throughout the banking process. Be the pivotal link be...
Today
Regional Compliance Officer (West) - Key Investment Services (KIS)
$71K - $125K *
Engage in compliance oversight by conducting branch inspections, providing training, updating policies, and investigating fraud claims. Collaborate with teams to uphold regulatory standards while fost...
Reposted 2 weeks ago
Sr Business Development Manager - Bank Channel
$145K - $235K *
Accelerate your career by driving strategic business partnerships within leading financial institutions. Leverage your negotiation skills to cultivate impactful collaborations, guiding our expansion i...
2 weeks ago
Strategic Account Manager, Residential
$90K - $120K *
Empower strategic growth by cultivating relationships within a defined customer portfolio. Drive retention and expansion through a consultative approach, partnering with cross-functional teams to alig...
1 week ago
$120K - $150K *
Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...
1 week ago
Wealth Investment & Portfolio Management Platforms Senior Manager
$112K - $210K *
Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...
Reposted 2 weeks ago
$124K - $206K *
Join a team that's dedicated to transforming financial advisors' practices. As a key partner, you'll apply your expertise to drive efficiency and profitability, providing world-class consulting servic...
4 days ago