VP Financial Consultant - Plano, TX
$100K - $150K *
Transform client relationships by delivering comprehensive financial guidance. Utilize your expertise in investments, retirement, and education to empower clients in their financial journey while grow...
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...
Reposted yesterday
Senior Associate - Private Equity Fund Accounting
$72K - $100K *
Drive collaboration with top private equity firms, ensuring timely delivery of financial reporting and compliance. Leverage your expertise to support audits, optimize operations, and enhance client re...
2 days ago
Senior Associate - Private Equity Fund Accounting
$72K - $100K *
Transform the alternative asset landscape by supporting private equity clients. Collaborate with a skilled team to ensure timely financial reporting and compliance while improving operational efficien...
2 days ago
Senior Associate - Private Equity Fund Accounting
$72K - $100K *
Advance your career by collaborating with leading private equity firms, enhancing reporting and compliance, and improving operational efficiency in a dynamic team environment...
6 days ago
Portfolio Management Associate
$70K - $95K *
Join a team that's dedicated to optimizing mortgage servicing performance while ensuring compliance and operational excellence through detailed oversight and data analysis. Collaborate closely with su...
2 days ago
$87K *
Accelerate your career in financial planning by acquiring clients and mastering comprehensive strategies, all while receiving mentorship and developing leadership skills to achieve rewarding income an...
2 weeks ago
$90K - $120K *
Drive portfolio performance by owning the credit underwriting process and collaborating with teams to assess risks and opportunities. Lead initiatives to enhance service delivery while ensuring best p...
Reposted 1 week ago
Senior IT Project Management- Client Trader Portfolio
$100K - $130K *
Lead the charge in delivering cutting-edge digital asset solutions. Oversee enterprise-wide strategic initiatives, managing complex projects that enhance operational efficiency and reduce risk while f...
2 days ago
Asset & Wealth Management Operations Private-Alts Pvt KYC Group-Dallas-Vice President
$130K - $180K *
Unlock potential by providing expert oversight in client onboarding, ensuring compliance with AML/KYC regulations. Collaborate with stakeholders to streamline processes and enhance client experiences...
Yesterday
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 month ago
Senior Director - Institutional Valuation
$110K - $150K *
Transform institutional valuation by managing detailed appraisals, financial analysis, and consulting. Collaborate with senior leadership to meet client expectations in a dynamic environment while ens...
3 weeks 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 weeks ago
Sr Enterprise Client Executive
$135K - $150K *
Lead the charge in cultivating strategic client relationships to drive revenue growth and retention while delivering exceptional value through innovative solutions and engaging with internal and exter...
1 week ago
$70K - $95K *
Champion the future of water infrastructure by leading diverse civil engineering projects, nurturing client relationships, and developing a talented team, while ensuring regulatory compliance across T...
Yesterday
International Investment Counselor (US Based) - Canadian Clients
$80K - $120K *
Accelerate progress at a leading firm by guiding Canadian clients through tailored investment strategies, leveraging your finance expertise to enhance their financial well-being without the pressure o...
1 week ago
Director of Private Client Strategy
$140K - $193K *
Transform your career by leading the Private Client division's strategic growth and performance. Deliver exceptional, client-centric experiences to high-net-worth individuals while driving deposit gro...
Yesterday
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...
4 weeks 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...
3 weeks ago
$150K - $200K *
Empower multi-generational families by providing tailored legacy planning and guidance. Collaborate with clients through strategic planning, governance practices, and financial advisement, ensuring lo...
Reposted yesterday
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 3 days ago
Commercial Real Estate Portfolio Manager - Vice President
$83K - $143K *
The Portfolio Manager - AVP is responsible for underwriting, credit monitoring, and managing Commercial Real Estate relationships to enhance client retention and asset growth. This role involves analy...
Reposted yesterday
Senior Relationship Manager - Sponsor
$140K - $239K *
Grow strategic relationships and manage a diverse commercial loan portfolio, ensuring compliance and high-quality credit management while driving new business within the Sponsor industry for revenue g...
1 week ago
Senior Associate, Investor Reporting
$80K - $110K *
Accelerate your career by overseeing critical investor reporting for bridge loans. Lead process improvements and collaborate with various teams to ensure timely, accurate delivery of reports while mee...
Today
U.S. Private Bank – Private Banker – Executive Director
$150K - $200K *
Lead client relationships by providing tailored wealth management solutions, utilizing your expertise in investments and financial planning to help clients achieve their financial goals while driving...
3 weeks ago