$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...
3 days ago
Portfolio Manager - Trust INVM
$70K - $95K *
Transform your career by engaging in portfolio management and client relations. Leverage your expertise in investment strategies while actively participating in business development efforts to enhance...
3 weeks ago
Portfolio Manager - Trust INVM
$80K - $120K *
Strategize portfolio construction and management, leveraging economic insights to prepare compelling presentations for clients and drive new business initiatives in investment management services...
3 weeks 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...
4 days ago
Finance and Insurance Manager at Northgate Ford
$70K - $95K *
Unlock potential by driving financial strategies and insurance solutions in a dynamic dealership environment, while providing exceptional support to clients and fostering team collaboration. Join a pr...
3 days ago
Select Lending Optimization Consultant (IN/OH/PA/KY/Upstate NY)
$83K - $124K *
Optimize lending strategies with a focus on credit union ecosystems, providing expert consultation and support. Engage with partners to drive financial performance and enhance member experiences throu...
6 days ago
Select Lending Optimization Consultant (IN/OH/PA/KY/Upstate NY)
$83K - $124K *
Drive engagement and success as a Lending Optimization Consultant, guiding credit unions in implementing strategies for improved lending efficiency and member satisfaction. Collaborate across teams an...
1 week 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...
2 days ago
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...
5 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...
1 week 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...
2 days ago
$105K - $124K *
Partner with us to deliver strategic financial analyses and insights that support management decision-making. Leverage your expertise in budgeting, forecasting, and data visualization to enhance finan...
2 weeks 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...
1 week 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...
3 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
Investment Management Consultant II - Covington, KY
$70K - $95K *
Engage clients as a managed account expert, enhancing customer experience and driving sales through complex consultations and strategic guidance in financial planning...
3 weeks ago