$90K - $110K *
Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...
6 days ago
Financial Consultant - Finance Systems, Services & Automation
$70K - $95K *
Transform financial operations by optimizing tools and processes used for management reporting. Leverage technology to enhance automation and collaboration, while ensuring compliance and operational e...
2 days ago
Financial Consultant - Finance Systems, Services & Automation
$70K - $95K *
Join a team that's optimizing financial applications and processes. Support business operations, enhance reporting, and drive automation with a focus on collaboration, system integration, and continuo...
2 days ago
Sr Facilities Program Specialist
$90K - $100K *
Transform large-scale Facilities initiatives through strategic coordination, risk management, and resource planning. This role drives efficiency and alignment across projects, supporting enterprise go...
1 week ago
Vice President, Client Relationship Manager
$100K - $150K *
Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...
Reposted yesterday
$75K - $95K *
Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...
2 weeks ago
Financial Advisory Senior Director, Office of the CFO
$250K - $325K *
Accelerate progress at the forefront of finance transformation. Lead high-impact consultancy with C-level executives, guide multi-faceted projects, drive operational excellence, and shape a premier ad...
Reposted 1 week ago
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...
2 weeks ago
Trust & Estate Settlement Advisor
$98K - $127K *
Lead the charge in managing postmortem estate accounts, ensuring compliance with legal standards and providing exemplary client support and relationship management within the Wealth Management sector...
Reposted 4 days 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 1 week ago
$70K - $95K *
Elevate your career by providing top-tier investment management support to Wealth Advisors, ensuring seamless portfolio implementation and strategic consulting with a focus on enhancing client experie...
1 week ago
$100K - $150K *
Shape the future of financial advisory by leading and developing a high-performing team. Drive growth, elevate client experiences, and build a culture of excellence, integrity, and ambition...
2 weeks 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...
4 days 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...
3 days 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...
3 days ago
$90K - $130K *
Drive the financial strategy and operations, ensuring accuracy and compliance while leading a dynamic team to enhance organizational growth and decision-making support through comprehensive analysis a...
2 weeks ago
$90K - $120K *
Transform the financial landscape by providing strategic tax planning for high-net-worth individuals. Collaborate with clients and advisors to develop tailored solutions while leading innovative tax s...
3 weeks 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...
2 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...
1 week ago
$112K - $249K *
Contribute to the financial success of multifamily and commercial real estate funds by managing fund-level accounting, performance reporting, and investor relations, ensuring that fund metrics align w...
Reposted 2 weeks ago
Analyst, Financial Planning & Analysis
$80K - $90K *
Redefine financial planning and analysis in an AI-driven environment, supporting forecasting and analytics that inform leadership decisions. Collaborate with cross-functional teams to enhance inventor...
2 weeks ago
Strategy Analyst III - Finance
$90K - $120K *
Empower organizational success by driving branch measure solutions that enhance business processes and achieve operational excellence. Collaborate cross-functionally to develop and implement data-driv...
5 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
Revenue Cycle Performance Analyst
$90K - $120K *
Drive operational excellence as a Revenue Cycle Performance Analyst, auditing quality, guiding engagement teams, training staff, and preparing performance reports to enhance client success in the heal...
Reposted 5 days ago