$178K - $223K *
Drive strategic partnerships by aligning with product vision, ensuring seamless integration of external technology partners, enhancing operational efficiency, and fostering a collaborative environment...
2 weeks ago
Associate, Client Success, Sotheby's Financial Services
$75K - $105K *
Optimize credit quality and risk management by underwriting loans, managing collateral, and executing financial transactions while collaborating closely with clients and cross-functional teams for eff...
3 weeks ago
$115K - $180K *
Support corporate client relationships by managing expectations, fostering loyalty, and collaborating with internal teams to enhance service delivery. Leverage analytical skills to drive growth and sa...
1 week ago
$110K - $185K *
Lead the charge in managing equity compensation relationships, ensuring client satisfaction through collaboration and expert knowledge, enhancing participant experiences across client segments, and de...
Reposted 1 week ago
$110K - $130K *
Accelerate your career by fostering high-value client relationships through tailored wealth solutions. Guide and advise clients on banking, investment, and insurance strategies, while building meaning...
Reposted today
$100K - $120K *
Empower high-value client relationships by delivering tailored wealth solutions. Drive engagement through needs assessments, portfolio management, and collaboration with service teams. Enhance portfol...
2 weeks ago
Associate Director, Business & Performance Management, Global Markets Transaction Services
$125K - $150K *
Drive performance management and optimization through operational insights, bridging senior management with operations teams to enhance efficiency, compliance, and strategic alignment for Global Marke...
2 weeks ago
Principal Enterprise Account Manager
$125K - $150K *
Champion enterprise growth by managing key client relationships, driving retention and revenue expansion. Leverage insights to create strategies, foster collaboration, and enhance client value through...
2 days ago
Financial Advisor- Great Neck, Long Island
$78K - $117K *
Engage in a dynamic three-year program, providing tailored financial planning and investment solutions. Build lasting client relationships, deliver exceptional service, and utilize your expertise to m...
2 weeks ago
$80K - $95K *
Pioneer client success by managing strategic partnerships and driving platform adoption. Collaborate across teams to enhance account health and revenue, ensuring a high-touch experience for Mid Market...
3 weeks ago
$95K - $110K *
Contribute to efficient investment operations, ensuring accurate execution of portfolio administration, trade support, and compliance within a dynamic team environment while collaborating with interna...
3 weeks ago
Senior Portfolio Analyst (HYBRID)
$100K - $150K *
Unlock your potential in a dynamic role focused on portfolio analytics, manager oversight, and strategic reporting, directly impacting multi-asset portfolios. Collaborate closely with senior leadershi...
3 weeks ago
Structured Investments Attorney - Assistant Vice President / Vice President
$180K - $220K *
Champion strategic legal support for structured investments and annuities. Collaborate with business teams to negotiate agreements, manage risk, and ensure compliance within the financial services sec...
Reposted 3 weeks ago
Senior Manager of Transaction Advisory Services
$135K - $160K *
Lead the charge in shaping financial due diligence engagement strategies and elevate client relationships. This role demands strategic vision, leadership of diverse teams, and a commitment to deliveri...
2 weeks ago
Senior Wealth Strategy Associate
$125K - $150K *
Champion strategic wealth management initiatives to enhance client portfolios, ensuring comprehensive financial planning and investment strategies for high-net-worth individuals. Collaborate with cros...
Reposted 4 days ago
$100K - $120K *
Lead the charge in fostering strong client relationships to ensure satisfaction, retention, and successful product adoption, while coordinating with internal teams to enhance the overall client experi...
Today
Trust & Estate Planning Specialist
$220K - $260K *
Join a team that's committed to providing expert tax, trust, and estate planning services for high-net-worth clients while leveraging technology and collaboration with industry experts to deliver tail...
4 weeks ago
Client Relationship Executive (Private Equity)
$200K - $300K *
Engage in strategic client relationships as a Director-level sales executive, driving top-tier opportunities in private equity. Collaborate with cross-functional teams to architect growth plans, deepe...
Today
Client Relationship Executive (Private Equity)
$200K - $300K *
Drive growth as a strategic leader in our Private Equity practice, focusing on enterprise-level targets. Collaborate across teams to enhance client engagement, optimize business strategies, and manage...
3 days ago
Client Relationship Executive (Private Equity)
$200K - $300K *
Shape the future of growth in the Private Equity sector by driving enterprise-level acquisition, fostering key relationships, and leading complex, multi-service sales pursuits, all while mentoring the...
Today
Estate Planning Strategist, Executive Director
$150K - $250K *
Unlock potential by collaborating with investment teams to offer high-net-worth clients comprehensive estate, gift, and income tax planning guidance, ensuring clarity in complex financial matters whil...
1 week ago
U.S. Private Bank - Investment Specialist - Executive Director
$210K - $250K *
Join a team that's dedicated to enhancing client investment experiences. Play a key role in strengthening relationships, conducting investment reviews, and recommending tailored solutions to deepen cl...
Reposted yesterday
$113K - $132K *
Shape the future of client financial management by enhancing billing processes, fostering strategic partnerships, and driving client satisfaction through accurate and timely revenue realization in a d...
Reposted 3 weeks ago
Senior Product Manager - Private Markets, Portfolio Management, Vice President
$162K - $215K *
Architect innovative portfolio management solutions, engaging stakeholders to enhance Private Markets investment workflows and execute a strategic product roadmap that drives value and efficiency acro...
Reposted 1 week ago
Client Portfolio Manager, Brooklyn Direct Indexing
$123K - $193K *
Design and oversee client investment strategies, translating complex analytics into actionable insights while enhancing a direct indexing platform with a focus on personalized, tax-aware portfolios at...
Reposted 1 week ago