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$112K - $140K *

Join us in empowering advisors as a key leader, enhancing relationships, driving growth, and aligning strategic initiatives. Your expertise will shape a thriving partnership that maximizes advisor suc...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $125K *

Partner with us to deliver exceptional client service in wealth management, supporting Financial Advisors and teams with digital marketing, portfolio analysis, and comprehensive financial planning to...

4 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $120K *

Manage multiple projects to enhance client experience. Collaborate with partners across business lines, applying strong communication and project management skills to ensure timely delivery and contin...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$300K - $405K *

Engage in building a premier analytics function, influencing investment performance reporting across diverse asset classes, and collaborating with senior leadership. This pivotal role demands technica...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$101K - $173K *

Grow your career by managing and enhancing vital banking relationships, driving business growth through tailored client services and solutions in a dynamic Private Banking environment. Engage with div...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$120K *

Join a team that drives impactful ownership programs across capital markets, developing innovative strategies and financial structures. Collaborate with private equity partners to create lasting value...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$260K - $330K *

Accelerate progress at expanding the U.S. insurance franchise by driving client development and advisory services, leading strategic initiatives, and enhancing relationships within the insurance secto...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$255K - $300K *

Lead the charge in enhancing our elite estate planning practice for ultra-high net worth families. Build, mentor, and direct a team of strategists while setting a high standard for technical excellenc...

US-AnywhereRemote

1 week ago

  •   15+ years exp.  •   Legal & Accounting

$200K - $250K *

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$153K - $181K *

Lead the charge in maximizing the potential of your portfolio by building strong relationships with PE firms, ensuring customer satisfaction, and strategically driving product adoption to achieve ongo...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$105K - $112K *

Unlock potential by joining a dynamic team dedicated to enhancing client experiences through tailored investment insights, comprehensive marketing materials, and creative solutions that drive client r...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $95K *

Analyze financial models and support private credit transactions while enhancing team processes through technology. Collaborate with senior investment professionals and contribute to investment manage...

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$150K - $200K *

Analyze market trends and collaborate with Private Equity firms to cultivate strategic relationships, drive growth initiatives, and deliver comprehensive accounting, tax, and consulting solutions to m...

Reposted 2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$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...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $120K *

Partner with us to deliver outstanding client experiences, ensuring timely responses to investor inquiries. Manage documentation and compliance while coordinating capital activities in a fast-paced fi...

5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$250K - $300K *

Strategize high-impact UHNW solutions for sophisticated clients, collaborating across teams to deliver bespoke investment strategies. Drive strategic dialogue and coordinate tailored coverage for long...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $120K *

Build lasting relationships with high-value clients by providing tailored financial solutions and expert advice on wealth planning. Collaborate with service teams to enhance client portfolio growth an...

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$260K - $330K *

Drive the expansion of the U.S. insurance franchise through strategic advisory and client engagement, enhancing BBVA’s market position and overseeing multifaceted advisory transactions while mentoring...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $180K *

Manage client relationships, focusing on equity compensation strategies, ensuring satisfaction, retention, and growth. Leverage analytical skills and industry insights to create customized solutions a...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $150K *

Drive growth and client satisfaction by managing relationships in equity compensation. Leverage expertise in stock options, RSUs, and ESPPs to deliver tailored solutions and achieve strategic objectiv...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$200K - $220K *

Lead the preparation and review of complex tax returns for high-net-worth clients, ensuring compliance while delivering exceptional service and building strong client relationships in a fast-paced env...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$170K - $250K *

Join a team that's driving growth in private wealth solutions through innovative marketing strategies that engage financial advisors and wealth platforms, enhancing brand awareness and client relation...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$300K *

Unlock potential by managing client relationships with financial advisors, driving sales through strategic presentations and territory planning, while leveraging your expertise in the financial servic...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$125K - $145K *

Empower the future of Private Wealth Technology by designing and supporting data-heavy applications. Collaborate with tech and business teams to transform needs into scalable solutions, while growing...

2 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$250K - $300K *

Manage legal and regulatory matters for a dynamic wealth management sector. Play a key role in advising on product initiatives and distribution agreements while navigating complex regulations across m...

Reposted 6 days ago

  •   Less than 5 years exp.  •   Legal & Accounting