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$170K - $267K *

Lead and shape the Transfer Agency function, driving client relationships, operational excellence, and innovation to deliver top-tier services to strategic clients in the private markets sector...

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$150K - $175K *

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

US-AnywhereRemote

Reposted 2 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$75K - $120K *

Join a leading team in financial advisory, analyzing complex securities and valuations. Gain exposure to financial markets while collaborating closely on diverse projects with talented professionals t...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $140K *

Contribute to the growth of Emerging Markets Debt strategies by collaborating with investment teams, managing client relationships, and developing marketing materials to enhance client engagement and...

4 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$78K - $117K *

Lead the charge in delivering exceptional financial planning and investment solutions to clients, focusing on building relationships and enhancing client satisfaction while achieving sales and referra...

Reposted 4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $140K *

Unlock client success as a Client Onboarding Manager. Manage onboarding processes, collaborate with teams, and ensure a smooth experience for institutional clients while navigating complex relationshi...

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$80K - $140K *

Elevate your career as you manage the client onboarding lifecycle, collaborating across teams to enhance client experiences and achieve investment goals, all within a dynamic and evolving institutiona...

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$70K - $95K *

Lead client life cycle management by building relationships, facilitating transactions, and ensuring compliance. Drive operational excellence while supporting clients' financial needs with accuracy an...

4 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$150K - $180K *

Lead the charge in expanding narrow banking solutions across global financial markets. Engage institutional clients to optimize capital flows and enhance digital asset integrations, driving strategic...

US-AnywhereRemote

4 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$200K - $250K *

Unlock potential by leading critical credit investments and restructurings. Engage in opportunity evaluation, oversee deal execution, and mentor junior team members while supporting business developme...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$190K - $220K *

Explore a role as a relationship manager driving defined contribution strategies. Collaborate with RIAs and brokers to integrate alternative investments into retirement plans, enhancing client engagem...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$72K - $108K *

Drive client financial success by providing expert planning and wealth management solutions. As a key contact for TD Wealth clients, you'll build relationships, recommend investments, and ensure excep...

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Unlock potential as you partner with clients to navigate their financial futures, providing expert guidance in investments and retirement strategies while building meaningful relationships to enhance...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$101K - $136K *

Elevate client experiences by leading business development initiatives, managing proposals, and enhancing relationships in the Private Client Practice, while collaborating across teams to support grow...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Business Services

$75K - $95K *

Transform the securities landscape by conducting thorough branch examinations, ensuring compliance with regulations and internal policies while mentoring colleagues and enhancing operational effective...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $188K *

Transform client interactions by delivering exceptional service, driving issue resolution, and fostering strategic partnerships in the financial services sector while leading a dedicated team...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$70K - $140K *

Unlock potential as you manage tax-efficient equity portfolios, ensuring optimal performance aligned with client benchmarks. Utilize quantitative analysis and collaborate across teams to enhance portf...

4 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$75K - $110K *

Support the Investment team by transforming complex strategies into client-ready materials. Manage proposals from drafting to submission, fostering collaboration across departments to enhance business...

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $188K *

Shape the future of consumer finance by leading design strategies for an innovative wealth management platform. Focus on user experience, AI interactions, and cross-functional collaboration to create...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $180K *

Unlock potential by leading fund operations for innovative semi-liquid private investment vehicles. Collaborate across teams to ensure accurate reporting and compliance, driving growth and efficiency...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $180K *

Join a dynamic team to lead fund operations for a growing private investment platform, overseeing accounting, reporting, and collaborating with multiple departments to ensure accurate NAV calculations...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$170K - $187K *

Champion strategic new business acquisition and expand revenue within enterprise accounts by leveraging strong consultative selling skills and building executive relationships in the financial technol...

US-AnywhereRemote

6 days ago

  •   8 - 10 years exp.  •   Enterprise Technology

$100K - $120K *

Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$124K - $206K *

Help us enhance financial advisor practices by providing expert consultation and tailored business solutions. Ensure optimal efficiency and profitability through comprehensive analysis, relationship m...

US-AnywhereRemote

2 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$80K - $90K *

Advance our partner relationships by building and developing key accounts, driving growth in the SMB sector through innovative collaboration and lead generation initiatives while thriving in a dynamic...

US-AnywhereRemote

2 days ago

  •   Less than 5 years exp.  •   Business Services