Vice President, Financial Institutions Group Relationship Manager
$155K - $210K *
Pioneer innovative solutions in client management for insurance firms, driving strategic relationships and leveraging asset management expertise across diverse investment strategies. Collaborate for e...
Reposted 2 weeks ago
Business Development Manager - Financial Wellness Solutions
$76K - $127K *
Advance your career as a Financial Wellness Consultant, driving innovative financial solutions while managing client relationships. Collaborate with teams to enhance business growth and elevate client...
Reposted 3 weeks ago
Private Markets Regional Business Development Professional, Australia
$120K - $180K *
Join a dynamic team to develop key institutional relationships in Australia and Oceania, driving sales and strategic solutions across alternative investments while collaborating with global colleagues...
1 week ago
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown)
$80K - $120K *
Discover a rewarding role where you can build client relationships, deliver personalized financial solutions, and drive growth through innovative planning and advice for diverse clientele in wealth ma...
Today
Senior Business Analyst/Regulatory Reporting
$185K *
Lead the charge in delivering critical regulatory reports, collaborating closely with offshore teams. Drive Agile practices and ensure compliance and data integrity within the Axiom platform, translat...
4 days 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 weeks ago
$200K - $250K *
Join a team that drives legal excellence in CLO transactions, providing guidance to investment professionals, managing execution, and navigating regulatory landscapes to support a $26 billion CLO port...
1 week ago
$99K - $142K *
Join a team that's dedicated to optimizing loan processing and underwriting for small business loans. Collaborate with sales managers and guide junior team members to enhance portfolio management effi...
5 days ago
Senior Associate - Private Equity Fund Accounting
$70K - $95K *
Join a dynamic team to support private equity clients by managing financial operations, enhancing client services, and collaborating with seasoned professionals while ensuring timely deliverables and...
2 weeks ago
Head of Insurance & Annuity Solutions, Americas
$150K - $200K *
Deliver strategic leadership in Insurance & Annuity Solutions, shaping product offerings and growth initiatives while driving team performance and client-centric solutions across the Americas...
3 weeks ago
Senior Corporate Counsel - Wealth Management - Personal Trust and Investments Attorney
$133K - $156K *
Drive impactful legal support in fiduciary and investment services, advising on compliance and risk management while collaborating across teams to enhance product offerings and align with regulatory s...
Reposted 1 week ago
Financial Adviser/ Wealth Management
$80K - $120K *
Drive client success by delivering tailored financial strategies and services to help them achieve their long-term goals. Collaborate in a supportive environment that emphasizes excellence and growth...
Yesterday
Wealth Management Tax Services Manager
$99K - $266K *
Empower compliance excellence by leading a dynamic tax advisory team, guiding businesses through intricate regulations while enhancing processes with innovative technology and proven strategies. Foste...
Reposted 3 weeks ago
Client Lead Executive Director
$150K - $200K *
Drive strategic relationships and client engagement to enhance market leadership, foster innovation, and deliver DTCC’s comprehensive solutions. This role requires deep industry expertise and a proven...
4 weeks 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...
4 weeks ago
Director - Family Office Accounting Services (CPA Firm)
$100K - $150K *
Make your mark by leading financial services for high-net-worth families, overseeing complex accounting and tech-driven solutions. Elevate a talented team while enhancing client relationships within a...
Today
Vice President, Client Solutions (Alternatives & Wealth)
$110K - $175K *
Lead client engagement and relationship management, ensuring satisfaction and retention across public and private markets, while collaborating internally to deliver customized investment solutions and...
5 days ago
$170K - $225K *
Accelerate progress at an investment advisory firm by managing client relationships, delivering tailored strategies, and collaborating with leadership to drive exceptional service and client growth...
2 days ago
Director - Family Office Accounting Services (CPA Firm)
$100K - $150K *
Join a team that's driving innovation in family office services, delivering exceptional financial management and client support while leading a dynamic team of accounting professionals to optimize ser...
Today
Director - Family Office Accounting Services (CPA Firm)
$100K - $150K *
Empower high-net-worth clients by leading a tech-driven Family Office practice, delivering comprehensive financial services while mentoring a dedicated team to ensure excellence and innovative solutio...
Today
Director - Family Office Accounting Services (CPA Firm)
$100K - $150K *
Elevate your career by leading a dynamic team that delivers innovative financial services to high-net-worth clients while embracing cutting-edge technology and driving practice growth through strategi...
Today
VP, Financial Consultant - Forest Hills, NY
$100K - $150K *
Elevate your career as you provide expert financial guidance, managing client wealth through strategic planning and strong relationship-building, while collaborating with a dedicated team to exceed cl...
1 week ago
Principal. Private IG (Portfolio Management/Workouts)
$300K *
Engage as a key investment professional managing complex portfolios, ensuring optimal credit oversight, and executing new private investment grade transactions while driving outcomes with issuers and...
3 weeks ago
$80K - $120K *
Elevate your career by supporting investment strategies, evaluating acquisitions, and managing diligence in a fast-paced environment, contributing to meaningful deal execution while collaborating with...
3 weeks ago
Head, Channel & Prospecting Office
$200K - $275K *
Lead strategic growth initiatives in the GWM US Channel and Prospecting Office, engaging stakeholders to streamline partnerships and drive performance across teams, fostering a culture of success whil...
3 weeks ago