Client Delivery Specialist - Assistant Vice President
$90K - $120K *
Shape client relationships by managing complex data delivery initiatives, ensuring exceptional service through operational excellence and collaboration within the wealth management sector. Drive impac...
Reposted 3 weeks ago
$75K - $90K *
Champion exceptional service delivery by managing client requests, advocating for needs, and fostering team collaboration in a dynamic, hybrid work environment to ensure client satisfaction and operat...
3 weeks ago
Relationship Manager, Business Development - RIA Enterprise Vice President
$80K - $100K *
Support strategic growth by driving structured investment adoption across large enterprise RIA firms, serving as a key liaison among clients, internal teams, and partners to enhance platform effective...
Reposted 3 weeks ago
Sr. Relationship Manager, Hedge Fund Services
$109K - $186K *
Support our strategic hedge fund partnerships, delivering exceptional service and navigating complex operational needs, while fostering strong client relationships with senior stakeholders in a fast-p...
Today
Sr. Relationship Manager, Hedge Fund Services
$109K - $186K *
Lead the charge in building and managing strategic client relationships, enhancing service delivery, and navigating complex fund administration to ensure optimal client satisfaction in a fast-paced al...
Yesterday
Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President
$170K - $200K *
Lead the Structured Investments team in managing partner relationships, enhancing the platform, and executing business strategies to drive growth and innovation across the financial market ecosystem...
Reposted 3 weeks ago
Family Offices Advisory Services - Manager
$127K - $221K *
Empower families and businesses to enhance their wealth management strategies through tailored tax advice and compliance. Lead a dynamic team to navigate complex cross-border tax matters while deliver...
1 week ago
Investment Professional, Private Equity
$130K - $160K *
Join our dynamic Private Equity team to lead institutional investors in shaping investment strategies, asset allocation, and portfolio management, fostering collaboration and driving client success th...
4 weeks ago
$132K - $217K *
Champion a team of advisors to enhance client experiences through innovative engagement models and growth strategies across diverse client segments, ensuring alignment with fiduciary standards and a c...
Reposted 4 weeks ago
Advisor Practice Management Consultant
$150K - $180K *
Shape the future of financial advisory by leading practice management initiatives, delivering tailored training and consulting to top advisors, and collaborating across teams to enhance growth strateg...
Today
Managing Director Investment Banking
$180K - $200K *
Lead the charge in driving growth and innovation within investment banking. This role demands strategic insight, exceptional leadership, and a robust experience in managing high-level client relations...
2 weeks ago
Director of Client Development - Financial Planning
$170K - $200K *
Engage with a cross-functional team to optimize financial planning operations, enhance process efficiency, and support client acquisition strategies while mentoring professionals and driving strategic...
4 weeks ago
Sr. Account Executive - Key Accounts
$128K - $150K *
Transform client relationships into growth opportunities as you drive consultative sales cycles for top firms. Collaborate with cross-functional teams to implement strategies, achieve quota, and expan...
1 week ago
Sr. Account Executive - Key Accounts
$128K - $150K *
Shape the future of wealth management by managing top-tier client relationships, executing strategic sales initiatives, and driving revenue growth in collaboration with cross-functional teams to deliv...
1 week ago
Supervisory Officer, UBS Wealth Advice Center
$100K - $120K *
Discover rewarding opportunities in risk management by driving compliance initiatives and ensuring adherence to operational policies. Collaborate with a dynamic team while supporting Financial Advisor...
Reposted 3 weeks ago
Hedge Fund Client Facing Account Director
$95K - $190K *
Deliver exceptional client service as you manage and resolve accounting issues, support reconciliation processes, and ensure compliance with GAAP, while collaborating with teams to facilitate smooth o...
1 week ago
$100K - $120K *
Support commercial loan portfolio management by analyzing financials, ensuring compliance, and assisting lenders with processing and documentation to maintain asset quality and drive operational effic...
5 days ago
$108K - $120K *
Grow your career with a dynamic sales team driving innovation in wealth management. As an Account Executive, you'll execute territory plans, engage decision-makers, and lead the sales cycle for our cu...
3 weeks ago
Wealth Management Advisor (Red Bank, NJ)
$100K - $110K *
Join a team that's dedicated to delivering customized wealth management solutions to affluent clients, leveraging deep knowledge and strategic partnerships to navigate complex financial situations and...
3 weeks ago
$110K *
Collaborate with the Wealth Planning Team to deliver tailored estate and tax strategies for high-net-worth clients. Support data analysis, financial modeling, and client communication to enhance plann...
2 weeks ago
Equity Research Supervisory Analyst
$125K - $150K *
Champion rigorous equity report standards by ensuring clarity and compliance for an analytical team. Contribute critical insights and enhance the publishing process for institutional investment report...
1 month ago
Regional Vice President, New Client Development
$225K - $250K *
Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...
2 weeks ago
Wealth Management Advisor (New York, NY)
$100K - $110K *
Join a team that's redefining wealth management by cultivating strong, trust-based relationships with high-net-worth clients and delivering tailored financial solutions through deep collaboration and...
4 weeks ago
$85K - $100K *
Shape the client experience by managing subscription, transfer, and redemption processes, and collaborating with fund administrators to enhance service delivery for private fund investors. Drive conti...
Yesterday
Relationship Manager - Institutional
$140K - $170K *
Unlock potential by managing complex multi-stakeholder relationships with intermediary platforms, driving strategic growth across diverse investment channels. Leverage unmatched product knowledge and...
3 weeks ago