Integration Lead - Lazard Wealth
$160K - $200K *
Shape the future of data integration by leading cross-functional teams to streamline client onboarding and ensure seamless execution of tech projects across the organization...
Today
Senior Home Lending Advisor - Clifton Van Houten, NJ
$80K - $95K *
Engage with clients as a key advisor in home lending, leveraging expertise to support their journey to home ownership while driving significant sales results and adhering to regulatory standards throu...
2 weeks ago
$200K - $260K *
Drive comprehensive wealth strategies and elevate client experiences through expert estate planning, tax strategies, and collaborative business development, ensuring holistic solutions for high net wo...
Reposted 2 weeks ago
$80K - $95K *
Join a dynamic team as you partner with banking clients post-launch, ensuring their success on the Prelim platform through strong relationships, problem-solving, and collaboration with internal teams...
3 weeks ago
J.P. Morgan Wealth Management - Private Client Advisor - Hauppauge, NY
$100K - $120K *
Transform client experiences by providing tailored financial planning and advice. Leverage your expertise to support diverse clients while fostering lasting relationships and achieving their investmen...
4 days ago
Regional Director (Northeast Region)
$135K - $150K *
Shape the future of financial advisory by driving adoption of investment solutions, developing regional business strategies, and enhancing advisor engagement throughout the Northeast. Partner with adv...
5 days ago
Senior Portfolio Consultant (Mountain or Pacific Time Zones)
$89K - $105K *
Empower your career by leading investment implementations for high net worth clients. Collaborate with various teams to optimize portfolio strategies and deliver exceptional service, ensuring strategi...
2 weeks ago
Senior Associate/VP, Global Investment Banking, Project Finance
$200K - $275K *
Unlock potential by leading project finance execution, managing workstreams, and mentoring teams. Coordinate with internal and external partners to drive financing mandates from initiation to closing...
Reposted 3 weeks ago
$100K - $120K *
Engage clients by delivering expert tax planning solutions, guiding high net worth families through estate and income tax optimization while collaborating with an exceptional multi-disciplinary team t...
5 days ago
Senior Recruiter, Investor Services
$110K - $160K *
Lead full cycle recruitment for Investor Services, partnering with teams to identify and attract top-tier talent. Utilize innovative sourcing strategies and provide market insights to enhance hiring p...
3 weeks ago
Senior Recruiter, Investor Services
$110K - $160K *
Accelerate your career as a key partner in recruiting top talent, driving innovative sourcing strategies and shaping a collaborative hiring process that enhances candidate experience and meets busines...
3 weeks ago
VP, Financial Consultant - Millburn, NJ
$125K - $150K *
Champion client outcomes by providing holistic financial guidance, including investing, retirement, and education planning. Build deep client relationships, drive book growth, and leverage a supportiv...
3 days ago
Citi Private Bank | UHNW Investment Counselor | Metro NY
$211K - $316K *
Engage with ultra-high net worth clients by providing tailored investment advice. Shape the future of investment solutions through strategic relationship management and collaboration across asset clas...
1 week ago
Financial Wellness Consultant I
$85K - $125K *
Join a team that's focused on enhancing client financial wellness through strategic planning, relationship management, and program execution. Cultivate strong client partnerships and drive innovative...
1 week ago
Wealth Management Relationship Manager III
$107K - $177K *
Create exceptional client experiences by managing complex wealth relationships, developing tailored financial plans, and coordinating cross-departmental services to drive satisfaction and business gro...
3 weeks ago
Specialist, Client Development - Private Equity
$95K - $120K *
Join a team that's dedicated to driving strategic business development efforts, leveraging insights about markets and clients, and enhancing the Firm's competitive positioning through comprehensive re...
Reposted 4 weeks ago
$130K - $135K *
Drive strategic insights by leading innovative analytics initiatives to shape distribution strategies, enhance client engagement, and optimize sales effectiveness through data-driven decision-making a...
1 week ago
Director, Wealth Management Coach-Hackensack, NJ
$155K - $167K *
Join a dynamic team as you coach and develop Wealth Management associates, enhancing client relationships and driving comprehensive financial solutions. Collaborate to support client-centric practices...
Reposted 1 week ago
Director, Wealth Management Coach-Hackensack, NJ
$155K - $167K *
Transform client relationships and elevate Wealth Management associates’ skills through comprehensive coaching. Collaborate to implement client-centric strategies, ensuring tailored financial solution...
Reposted 1 week ago
Financial Advisor Associate - Medford, NY
$66K - $99K *
Help us inspire clients by providing tailored wealth management advice, building relationships, and developing personalized investment strategies to achieve financial goals while ensuring compliance a...
Reposted 3 weeks ago
Personal Lines High Net Worth Account Manager
$80K - $100K *
Manage relationships with high-net worth clients, conduct risk assessments, and recommend comprehensive insurance solutions. Stay updated on industry changes and ensure optimal client coverage and ser...
3 weeks ago
Personal Lines High Net Worth Account Manager
$80K - $100K *
Inspire and lead client relationships as you manage high-net-worth insurance programs, conducting reviews, negotiating with carriers, and ensuring optimal coverage to meet evolving client needs and ri...
3 weeks ago
Personal Lines High Net Worth Account Manager
$80K - $100K *
Drive risk management solutions by conducting annual reviews, negotiating coverage, and advising high-net-worth clients on policies to ensure protection and compliance. Serve as a trusted advisor, enh...
3 weeks ago
Personal Lines High Net Worth Account Manager
$80K - $100K *
Strategize client insurance solutions for high-net worth individuals. Conduct reviews, manage risks, and negotiate with carriers to optimize coverage and costs while ensuring exceptional service and r...
3 weeks ago
Senior Associate, Fund Treasury
$100K - $120K *
Drive effective fund oversight and governance, enhancing financial reporting and compliance while collaborating cross-functionally to support strategic initiatives and process improvements...
4 weeks ago