Director, Practice Management Strategy and Enablement
$133K - $177K *
Lead the evolution of practice management strategies, enhancing client experiences for financial planners. Collaborate across teams to improve workflows and drive transformational leadership within fi...
5 days ago
$128K - $160K *
Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...
2 days ago
$90K - $180K *
Elevate the refinance channel by building strong relationships with enterprise lenders and loan officers. Strategically execute sales initiatives, leverage partnerships, and utilize consultative selli...
3 days ago
$200K - $250K *
Transform the M&A landscape by leading strategic acquisitions, driving integration, and fostering relationships that enhance growth and value creation in a dynamic, private equity-backed environment...
2 weeks ago
UHNW Operations Consultant (Remote)
$120K - $150K *
Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...
Yesterday
RVP, Regional Client Relations
$89K - $148K *
Lead the charge in enhancing client relationships and team performance through strategic coaching and mentorship, while managing a portfolio of mid-sized companies to foster growth and satisfaction...
4 days ago
Director, Insurance Operations & Compliance
$120K - $150K *
Unlock potential by leading strategic insurance risk management initiatives. Drive operational efficiency and team performance while integrating technology to enhance compliance across diverse portfol...
1 week ago
Associate Financial Planner (Remote)
$83K - $111K *
Shape the future of financial planning by assisting clients in optimizing their investments and securing their financial goals while ensuring compliance with all regulations and enhancing client relat...
Reposted 1 week ago
Associate Financial Planner (Remote)
$83K - $111K *
Support client satisfaction by assisting Financial Planners with analyses, presentations, and assessments. Drive proactive financial planning initiatives ensuring compliance and fostering relationship...
Reposted 1 week ago
Senior Finance Analyst - Middle Market
$71K - $125K *
Elevate financial performance by driving strategic market expansion. Collaborate with senior leaders, leveraging strong analytical skills to foresee opportunities and risks while enhancing profitabili...
Reposted 2 weeks ago
Sr Business Development Manager - Bank Channel
$145K - $235K *
Accelerate your career by driving strategic business partnerships within leading financial institutions. Leverage your negotiation skills to cultivate impactful collaborations, guiding our expansion i...
2 weeks ago
Associate Director, Commercial Accounts- Financial Markets (EAST)
$80K - $90K *
Join a dynamic sales team driving business growth in the banking sector by generating leads, managing pipeline, and fostering client relationships to achieve revenue targets for assigned accounts, whi...
6 days ago
Associate Director, Commercial Accounts- Financial Markets (EAST)
$80K - $90K *
Lead transformative sales initiatives in the banking sector, focusing on revenue growth and strong client relationships. Drive pipeline development and manage the entire sales cycle to exceed targets...
1 week ago
$140K - $170K *
Optimize financial planning and headcount management processes, partnering with departments to drive insights and enhance reporting accuracy. Lead initiatives to transition to modern financial tools w...
Yesterday
Operations Consultant - Commercial Lending
$70K - $156K *
Champion operational excellence by leading loan documentation support and guiding team members in a high-energy remote environment. Drive innovation and client satisfaction within Commercial Lending O...
Reposted 1 week ago
Associate Director, Commercial Accounts- Financial Markets
$80K - $90K *
Lead the charge in driving revenue growth within the banking industry by developing and maintaining client relationships, prospecting new leads, and implementing effective sales strategies across assi...
6 days ago
Associate Director, Commercial Accounts- Financial Markets
$80K - $90K *
Transform financial markets by generating leads and driving business growth in the banking sector. Cultivate relationships and use a consultative sales approach to exceed revenue targets while managin...
1 week ago
$70K - $123K *
Grow your career with a dynamic role managing operations for B2B partnerships. Collaborate cross-functionally to enhance customer success, drive efficiencies, and shape strategic account management pr...
2 days ago
$124K - $156K *
Lead the charge in exceeding sales goals by driving prospect engagement, managing a robust pipeline, and executing strategic sales plans focused on pre-IPO and emerging growth companies in equity mana...
1 week ago
$191K - $338K *
Collaborate with cross-functional teams to drive financial strategy and performance management for the GTM business, focusing on user acquisition, profitability, and new opportunities in a fast-paced...
1 week ago
Risk Advisory Services Principal
$130K - $180K *
Join a team that's shaping the future of Risk Advisory Services. Lead strategic client engagements, develop innovative risk management solutions, and drive business growth while fostering a collaborat...
4 days ago
Managing Director- 401K Relationship Manager
$79K - $153K *
Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...
Yesterday
Senior Financial Analyst, Risk Adjustment
$102K - $108K *
Bring your expertise to financial forecasting and analysis, partnering with leaders to enhance decision-making and strategic outcomes. Utilize advanced data analytics to shape financial models and dri...
Today
Solutions Architect (Wealthtech)
$145K - $174K *
Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...
2 weeks ago
$165K - $180K *
Strategize growth initiatives for subscription services through data-driven marketing. Lead a small team to optimize channel performance, enhance AI-partnered workflows, and drive measurable business...
Yesterday