Client Relationship Executive (Private Equity)
$200K - $300K *
Lead the charge in strategic growth as a key sales executive focused on private equity. Drive enterprise-level opportunities, foster executive relationships, and cultivate cross-service collaboration...
1 week ago
Client Accounts Operations Lead - NYC
$103K - $137K *
Serve as a vital resource in legal billing operations, streamlining processes for high-volume, complex billing cycles while mentoring junior staff and driving efficiency across teams to enhance client...
Reposted 1 week ago
$139K - $218K *
Shape the future of business development by leading a dynamic team to cultivate new revenue opportunities in the fintech sector. Collaborate across departments to drive growth and innovation while men...
3 weeks ago
Private Markets Regional Business Development Professional, Canada
$100K - $150K *
Unlock potential by driving relationship management and business development in Canada. Engage with institutional investors, enhance client experiences, and execute tailored multi-asset class solution...
1 week ago
Client Success Manager - Associate
$85K - $110K *
Own the client onboarding experience while enhancing operational scalability and driving innovation. Collaborate cross-functionally to ensure exceptional service and optimize processes, becoming a tru...
Today
HNW Residential Property Advisor - Palm Desert/La Quinta
$80K - $100K *
Join a team that's shaping the future of risk management by assessing complex property exposures, providing strategic insights, and delivering exceptional service to high net worth homeowners with aut...
Today
Manager - Private Equity Advisory
$120K - $150K *
Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...
Yesterday
Sales Associate / Client Service Associate - Wealth Management
$75K - $95K *
Optimize client relations by delivering exceptional service and support to a Wealth Management team focused on high-net-worth clients, ensuring smooth operations and effective communication across mul...
Reposted 2 weeks ago
Relationship Manager III - C&IB
$159K - $296K *
Shape the future of client engagement by managing complex relationships, driving strategic initiatives, and expanding market presence in a dynamic environment that fosters independence and mentorship...
Reposted 3 weeks 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
$130K - $180K *
Transform the candidate sourcing process by proactively engaging with talent throughout the Southeast Region, building relationships, and enhancing recruitment strategies to bolster talent acquisition...
Reposted 5 days ago
Investment Due Diligence, Private Markets - Senior Vice President
$225K - $265K *
Take ownership of evaluating and sourcing private credit investments while leading the due diligence process. Mentor a team, develop insights, and present findings to stakeholders, contributing to the...
Today
Investment Due Diligence, Private Markets - Senior Vice President
$225K - $265K *
Shape the future of private credit strategies by leading due diligence processes, managing investment opportunities, and mentoring a high-performing team while engaging with cross-functional partners...
Today
Strategic Account Executive, Asset & Wealth Management - FSI
$380K - $450K *
Unlock new opportunities in asset management by driving enterprise-scale AI adoption, engaging C-suite stakeholders, and delivering transformative solutions that enhance investment strategies and oper...
1 week ago
Senior Trust, Estate & Fiduciary Strategist
$174K - $261K *
Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...
4 days ago
Senior Technical Business Analyst, Private Markets
$100K - $155K *
Lead the integration of technology and data solutions in private markets. Collaborate with investment teams to enhance workflows, optimize reporting, and drive operational efficiency through innovativ...
Today
Product Manager, Structured Investments - Assistant Vice President / Vice President
$130K - $190K *
Drive innovation and growth by leading product initiatives in the structured investments space. Collaborate closely with various stakeholders to identify market needs, optimize processes, and ensure p...
Today
Private Wealth Senior Administrative Associate
$90K - $110K *
Advance strategic initiatives by providing senior-level administrative and operational support. Collaborate closely with executives to manage complex tasks, enhance decision-making, and drive high-vis...
1 week ago
Client Program Relationship Manager
$70K - $95K *
Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...
2 weeks ago
Senior Manager, Business Development- Capital Markets
$230K - $260K *
Lead the charge in strategic business growth initiatives for Capital Markets, partnering with executives to enhance client relationships, drive revenue generation, and elevate market positioning throu...
4 weeks ago
Addepar Product Owner & Reporting Analyst
$130K - $180K *
Join a team that's advancing our reporting strategy and analytics while leveraging Addepar and AI. This role encompasses stakeholder collaboration, product management, and impactful reporting solution...
3 weeks ago
Manager, Business Development- Capital Markets
$175K - $225K *
Optimize business development strategies in Capital Markets by leveraging market intelligence, coordinating initiatives, and enhancing client engagement—fostering collaboration across teams to elevate...
4 weeks ago
$150K - $250K *
Transform the mid-market landscape by fostering enduring client partnerships and driving growth through innovative cloud solutions while leveraging strong consulting skills and sales expertise to exce...
Reposted 3 weeks ago
AVP, Transitions Administrative Manager
$99K - $165K *
Champion the administrative transition experience for financial advisors, ensuring seamless onboarding through strategic partnerships and structured leadership. Elevate transitions by driving consiste...
Reposted yesterday
Client Services Project Manager - Financial Services
$100K - $120K *
Engage with clients by leading project management efforts, ensuring high-quality service delivery in eDiscovery. Manage multiple projects while building strong relationships and driving client satisfa...
2 weeks ago