Financial Advisory Senior Director, Office of the CFO
$250K - $325K *
Drive transformative finance solutions as a strategic advisor and leader. Oversee finance engagements, enhance performance, and foster relationships to elevate client success and organizational value...
3 weeks ago
Strategic Financial Analyst - Velora
$110K - $130K *
Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...
Reposted 1 week ago
$70K - $92K *
Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...
Reposted 2 weeks ago
Managing Director - Institutional Sales
$170K *
Join a team that's driving strategic revenue growth through consultative sales, shaping relationships across diverse sectors. You'll leverage market insights to expand our institutional client base an...
Reposted 1 week ago
$22K - $166K *
As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...
Reposted 1 month ago
$89K - $166K *
Engage clients by delivering tailored financial education and coaching. Collaborate across teams to enhance retirement services, drive participant engagement, and ensure optimal financial wellness sol...
1 month ago
Sr Enterprise Client Executive
$135K - $150K *
Accelerate client engagement by building strong executive relationships, driving revenue growth, and managing strategy for assigned accounts. Utilize expertise in benefits administration, SaaS, and re...
3 days ago
Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)
$87K - $123K *
Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...
1 week ago
$61K - $102K *
Drive financial strategy by partnering with leaders to enhance forecasting, build data-driven models, and improve operational insights. Play a key role in scaling FP&A processes within a high-growth S...
1 week ago
$61K - $102K *
Join a dynamic finance team, impacting strategy through data analysis. Collaborate with leaders on forecasting, model building, and performance improvement in a high-growth SaaS environment, driving b...
1 week ago
$85K - $110K *
Join a team that's dedicated to empowering financial advisors with mentorship and strategic support. Your leadership will enhance their engagement with financial institutions, driving growth and succe...
3 weeks ago
$100K - $135K *
Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...
2 weeks ago
$85K - $95K *
Join a team that's dedicated to crafting impactful in-person and virtual events. Drive brand visibility and thought leadership while managing complex projects and collaborating across departments to e...
3 days ago
$85K - $95K *
Elevate your career by managing impactful virtual and in-person events that align with business objectives. Collaborate with stakeholders, lead project management, and execute strategies to enhance br...
3 days ago
Senior Accountant, Brokerage Accounting & Controllership
$67K - $127K *
Engineer financial reporting excellence by overseeing accounting processes, enhancing internal controls, and delivering insightful analyses to support strategic decision-making in a dynamic financial...
4 weeks ago
$70K - $95K *
Partner with us to enhance financial strategies, providing expert planning and analysis for clients. Drive comprehensive financial solutions and foster ongoing relationships within the financial servi...
2 days ago
$90K - $120K *
Own the FP&A analysis process, ensuring accuracy in expense tracking, variance analysis, and model integrity within Workday Adaptive, while collaborating with finance leaders to support strategic deci...
2 days ago
Regional Vice President of Sales (Central Gulf)
$100K *
Champion a sales-driven approach to engaging high-net-worth clients, leveraging qualified leads. Manage your territory effectively with a comprehensive support system to drive success in financial ser...
2 days ago
Investment Implementation Specialist
$70K - $95K *
Take ownership of transforming investment strategies into actionable plans, working collaboratively with portfolio managers to enhance execution processes, ensure portfolio integrity, and improve clie...
3 days ago
$87K *
Unlock potential by becoming a key player in financial services. Join our team to empower clients in achieving their financial goals through expert guidance and innovative strategies, supported by com...
3 days ago
Equity Institutional Portfolio Manager
$175K *
Strategize investment relations by managing client portfolios, engaging with institutional investors, and contributing to alpha generation while effectively communicating investment strategies and mai...
Reposted 2 days ago
Regional Vice President of Sales (South Atlantic)
$100K *
Accelerate your career in financial services by leading client relationships in a sales-focused role. Drive growth by converting high-net-worth prospects into clients through personalized investment s...
2 days ago
Enterprise Sales Executive - Financial Services
$110K - $130K *
Engage in driving new business by acquiring net-new logos in the Financial Services sector. Lead complex sales cycles while building strategic relationships with C-level executives to ensure high-impa...
Reposted 1 week ago
$120K - $145K *
Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...
6 days ago
Director, Head of Waterfall Solutions (Private Markets)
$100K - $195K *
Elevate your career by leading the charge in transforming fee calculation and performance for a cutting-edge private markets platform. Drive innovation, ensure quality, and build a high-impact team wh...
Reposted 3 weeks ago