Senior Wealth Strategy Associate
$90K - $120K *
Unlock potential by developing tailored wealth strategies while supporting financial advisors in client engagements, analytics, and portfolio management to enhance business growth and client satisfact...
1 week ago
Regional Vice President of Sales (Northeast)
$100K *
Unlock potential by joining a dynamic sales team focused on high-net-worth clients. Navigate your territory with established leads while supported by comprehensive resources to drive your success in f...
3 weeks ago
$80K - $110K *
Grow with us as you guide individuals through equity compensation and financial planning. Engage with clients remotely, providing personalized financial insights that help navigate various stages and...
6 days ago
Vice President, Client Reporting Support Manager
$120K - $150K *
Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...
3 weeks ago
$85K - $105K *
Drive impactful financial reporting and analysis by owning ARR processes, partnering cross-functionally, and enhancing forecasting accuracy for strategic insights into revenue performance and growth o...
1 week ago
Regional Vice President of Sales (NY & NJ)
$175K *
Transform the investment landscape by engaging high-net-worth clients and converting leads into loyal customers. Collaborate remotely with a dedicated team while optimizing your sales strategies to dr...
Today
Private Client Manager- Investments
$110K - $215K *
Join a dynamic team to deepen client relationships and enhance financial solutions. Leverage your expertise in investment products and client management to drive revenue growth while delivering an exc...
3 weeks ago
Manager - Private Equity Advisory
$120K - $150K *
Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...
3 weeks ago
Capital Strategist (Account Executive)
$80K - $120K *
Join our team as a Capital Strategist to lead client acquisition, drive business growth, and build strategic partnerships. You'll engage with firms to enhance capital raising operations and ensure lon...
3 weeks ago
Experienced Financial Professional (US Only; Professional Designations Required)
$80K - $120K *
Engage in impactful financial planning by educating clients on personal finance, developing content, and collaborating on growth strategies, while enjoying flexible hours and leveraging advanced techn...
3 weeks ago
Senior Trust and Compliance Analyst
$125K - $145K *
Advance Trust & Compliance initiatives by managing customer-facing security resources, enhance compliance frameworks, and collaborate cross-functionally to strengthen organizational risk and control e...
1 week ago
Finance & Accounting Advisory - Managing Director
$180K - $250K *
Lead the charge in strategic client engagements, driving business growth and managing high-level relationships. Utilize expertise in financial transactions and regulatory reporting to optimize long-te...
3 weeks ago
$140K - $180K *
Engage in strategic partnership development with financial institutions, driving product adoption and revenue growth through effective relationship management and contract negotiations in a fast-paced...
2 weeks ago
$108K - $135K *
Join a team that's shaping financial strategy through actionable insights and forecasting. Collaborate with CXG leaders to elevate reporting quality and connect financial data to business objectives i...
3 weeks ago
Regional Vice President of Sales (Southeast)
$175K *
Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...
Reposted 2 days ago
Regional Vice President of Sales (Florida)
$175K *
Drive success by converting high-net-worth prospects into clients through effective sales strategies. Leverage provided leads and resources to showcase wealth management solutions, enhancing client sa...
Today
Senior Business Development Coordinator - Wealth and Tax
$70K - $95K *
Join our team to enhance business development and marketing efforts through project coordination, client communication and strategic initiative execution in a fast-paced, collaborative environment...
2 weeks ago
$80K - $120K *
Elevate the mortgage lending landscape by pioneering renovation financing. As a Senior Loan Officer, you will expand your referral network and empower homeowners to access their future home value, dri...
3 weeks ago
Transaction Advisory Consulting Manager
$110K - $130K *
Empower clients by leading consultation projects, managing teams, and delivering exceptional service. Drive strategic objectives and foster professional growth for junior staff while ensuring project...
3 weeks ago
Relationship Manager - Fiduciary Banking/Specialty Deposits
$102K - $160K *
Join a dynamic team to manage and grow commercial banking relationships, driving new business opportunities and ensuring compliance while overseeing treasury management solutions and enhancing client...
1 week ago
Regional Vice President of Sales (Rust Belt)
$175K *
Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...
Reposted yesterday
Regional Vice President of Sales (North Central)
$100K *
Unlock your potential in a client-focused sales role, managing a designated territory. Leverage a provided lead flow to showcase wealth management solutions to high-net-worth clients, with full suppor...
3 weeks ago
Analyst, Loan Salability & First-Line Model Governance
$115K - $160K *
Tackle the monitoring and governance of secured lending by executing loan-level reviews, analyzing performance data, and maintaining reporting tools to ensure compliance and quality across lending ope...
6 days ago
$85K - $105K *
Unlock financial excellence by managing accounting, invoicing, and reporting for government contracts. Collaborate with leadership to support growth and ensure compliance, while enhancing operational...
Today
$95K *
Join a team that's driving sales growth by selling investment products to financial intermediaries, nurturing client relationships, and executing strategic sales initiatives to meet company goals and...
Reposted 1 week ago