Director, New Client Development
$125K - $150K *
Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...
5 days ago
Trust Officer - Fiduciary Specialist
$70K - $95K *
Lead the charge in administering fiduciary relationships, ensuring compliance with sound fiduciary principles while enhancing the client experience through collaboration and risk management. Drive pro...
1 week ago
$70K - $95K *
Transform distributor relationships through dynamic training and tailored sales support, driving growth in Life and Annuity products. This role emphasizes collaboration, impactful training, and high v...
Today
$170K - $225K *
Shape the future of financial advisory leadership by managing a dedicated team, fostering holistic planning, and driving strategic initiatives that elevate client service and accountability within the...
Reposted 1 week ago
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
$87K - $123K *
Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...
Reposted 1 week ago
$100K - $125K *
Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...
2 weeks ago
AVP, Associate Regional Investment Director
$108K - $180K *
Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...
1 week ago
$61K - $122K *
Contribute to the accuracy and efficiency of sales reporting by analyzing data, ensuring master data integrity, and collaborating with stakeholders to maintain reporting standards and facilitate organ...
Reposted 2 days ago
$70K - $95K *
Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...
1 week ago
Account Manager - Financial Wellness Solutions
$70K - $95K *
Support client relationships by developing financial wellness programs that meet organizational goals. Utilize consultative selling skills to enhance client satisfaction and drive business growth acro...
2 weeks ago
VP, Functional Design Engineering
$149K - $248K *
Join a team that transforms enterprise architecture into actionable cloud solutions. In this senior leadership role, you'll lead engineering initiatives, curate reference patterns, and drive innovatio...
1 week ago
SVP Insurance Actuarial Engineering
$180K - $220K *
Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...
1 week ago
Sr. Account Executive - Strategic
$128K - $160K *
Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...
2 weeks ago
FVLS Director- Financial Institution (FI) Valuation
$130K - $180K *
Empower your career by leading high-impact valuation projects in financial services. Drive business development, mentor talent, and oversee client relationships in a dynamic environment focused on M&A...
Reposted 1 week ago
$90K - $120K *
Seeking a Senior Banking professional to advise Ultra High Net Worth clients on bespoke lending, deposit, and trust solutions. Collaborate with team members to ensure exceptional service delivery and...
1 week ago
$90K - $95K *
Take ownership of technical client engagements by leveraging expertise in the Energy sector to drive growth and value. Collaborate with cross-functional teams to deliver tailored technology presentati...
2 weeks ago
$110K - $130K *
Unlock potential by driving innovative investment strategies and thorough market analysis. Collaborate with teams to ensure adherence to policies, perform due diligence, and elevate the quality of inv...
3 weeks ago
AVP, Regional Transitions Partner
$113K - $189K *
Join a team that oversees the advisor transition process, collaborating across departments to deliver exceptional client experiences and facilitate new advisor assimilation, while driving initiatives...
1 week ago
$120K - $150K *
Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...
1 week ago
Administrative Program Manager
$110K - $120K *
Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...
5 days ago
$90K - $120K *
Make your mark at the intersection of investment strategy and client education. This role involves evaluating portfolio scenarios and translating complex analysis into actionable insights, guiding cli...
2 days ago
VP, Head of Investment Accounting
$180K - $268K *
Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...
2 days ago
Senior Relationship Manager, Retirement Plan Services
$100K - $130K *
Take ownership of complex employer-sponsored retirement plans, leading strategic client relationships and driving satisfaction through collaboration and tailored solutions, while mitigating operationa...
4 days ago
$90K - $120K *
Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...
2 weeks ago
$100K - $120K *
Empower growth by developing engaging marketing strategies that elevate brand awareness, build client relationships, and drive revenue across multiple channels through collaboration with sales and sub...
2 weeks ago