Manager, Institutional Operations
$170K - $185K *
Champion a complex financial landscape by mastering tax and partnership accounting for funds. Lead operations, guide junior associates, and deliver exceptional client reporting while driving process i...
3 days ago
Paralegal, Strategic Transactions
$100K - $130K *
Support corporate attorneys with diverse transactional tasks, manage documents, and enhance workflows. Ideal for proactive professionals ready to thrive in a dynamic environment while contributing to...
2 weeks ago
Wealth Management Advisor (Stamford, CT)
$100K - $110K *
Grow your career with a dynamic team focused on high-net-worth clients, delivering personalized wealth management solutions while expanding and deepening client relationships in a supportive environme...
1 week ago
Client Services - Alternative Investments
$100K - $130K *
Unlock client solutions by providing exceptional support to the Business Development team, coordinating documentation, and enhancing workflow efficiency. Collaborate with clients and teams to manage f...
3 weeks ago
Sr. VP, Financial Consultant - New York, NY (Wall Street)
$160K - $200K *
Join a team that's dedicated to empowering clients through holistic financial guidance and personalized planning. Leverage your expertise to build lasting relationships, ensuring clients achieve their...
3 days ago
$80K - $120K *
Lead the charge in guiding investors through art and alternative asset investments. Engage both prospective and established clients to grow and nurture a thriving investment community, leveraging fina...
3 weeks ago
Wealth Planner - Overland Park, KS
$100K - $120K *
Advance client relationships by delivering tailored financial strategies, focusing on comprehensive wealth planning and investment solutions that align with clients' life goals and legacy planning nee...
6 days ago
$120K - $160K *
Join a team that's dedicated to managing and expanding client loan portfolios, focusing on both commercial real estate and C&I relationships, while delivering exceptional customer service and maintain...
3 weeks ago
Investment Consultant - Relationship Manager
$100K - $165K *
Unlock the potential of client relationships by providing tailored investment consulting, guiding financial strategies, and ensuring compliance while leveraging a wealth of resources to help clients a...
3 weeks ago
Wealth Management Platform Manager - Assistant Vice President
$85K - $140K *
Join a team that's committed to optimizing Wealth Management platforms by driving program execution, managing cross-functional collaboration, and ensuring effective communications and risk oversight f...
3 days ago
$137K - $240K *
Lead the charge in client marketing strategy execution, driving client acquisition and retention across diverse segments. Oversee a global marketing team to create impactful campaigns aligned with bus...
1 week ago
$137K - $240K *
Lead the charge in developing and executing innovative client marketing strategies, driving acquisition and retention for diverse client segments through comprehensive campaigns and collaborative part...
1 week ago
2027 Business Development Analyst - US Wealth
$110K - $120K *
Transform client engagement by supporting senior managers with analysis, presentations, and client interactions. Collaborate with various teams to enhance operations and drive relationship development...
3 weeks ago
Client Strategy Managing Director
$180K - $220K *
Drive impactful client strategies by leading a talented team, fostering relationships, and optimizing campaigns across diverse industries to achieve meaningful business growth while mentoring future l...
1 week ago
Client Delivery, Team Lead - Assistant Vice President
$85K - $125K *
Lead the charge in managing a high-performing team of analysts, ensuring top-tier service delivery for clients while resolving complex reporting challenges and fostering strong relationships within th...
Reposted 3 weeks ago
Director, Wealth Management Credit Card
$160K - $260K *
Drive the strategy and execution of wealth management credit card products, enhancing client experiences and optimizing profitability while ensuring compliance and risk management across digital chann...
4 weeks ago
Client Associate/Registered Client Associate
$75K - $90K *
Empower financial advisors by providing exceptional client support, managing account records, facilitating transactions, and ensuring compliance in a dynamic environment. Use your skills to enhance cl...
1 week ago
Key Private Bank Sr. Relationship Manager
$116K - $216K *
Join a team that's dedicated to delivering personalized financial solutions, acting as the primary advisor for high net worth clients. Collaborate with experts to enhance relationships and drive new b...
2 weeks ago
Investment Strategy, Private Markets - Vice President
$160K - $200K *
Transform private markets research by developing actionable insights and strategic content for advisors and clients. Collaborate across teams to enhance investment strategies, driving engagement and e...
Reposted 3 weeks ago
Wealth Management Advisory Reporting Vice President
$140K - $180K *
Join a team that optimizes performance reporting solutions for Financial Advisors, crafting accessible insights and enhancing client experiences through customized analytical tools and operational sup...
Today
Executive Director, Portfolio Strategy – Authorized User Business
$160K - $200K *
Accelerate progress at driving the Authorized User business strategy, shaping customer-first experiences while managing financial performance across credit card portfolios with a focus on growth and i...
2 weeks ago
Client Service Officer II - Family Office Services Team
$72K - $98K *
Empower client relationships by delivering exceptional support and expertise in onboarding, account management, and financial processes while collaborating with Wealth Advisors and internal teams to e...
Reposted 1 week ago
Regulatory and Compliance, Investor Onboarding and Regulatory Review, Vice President
$155K - $185K *
Inspire compliance excellence as you lead the review of investor subscription materials, ensuring adherence to major regulations and managing relationships to drive seamless onboarding processes in pr...
2 weeks ago
Regulatory and Compliance, Investor Onboarding and Regulatory Review, Vice President
$155K - $185K *
Transform investor onboarding and compliance processes by leading the review team, managing client relationships, and ensuring regulatory adherence for private funds and registered investments. Join a...
2 weeks ago
VP, Assistant Branch Manager - Huntington, NY
$80K - $95K *
Join a team that's focused on driving business growth and enhancing client relationships. As an integral part of branch leadership, you'll support strategy execution, collaborate with peers, and foste...
3 days ago