Transaction Advisory Services Manager
$115K - $150K *
Lead the charge in financial due diligence, guiding buy and sell-side transactions through comprehensive analysis, model building, and client engagement to ensure informed decision-making and sustaina...
4 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
Senior Director of Fiduciary Administration
$173K - $297K *
Lead fiduciary administration efforts to ensure compliance, strengthen practices, and enhance client outcomes. Collaborate across teams to develop policies, train staff, and optimize workflows for eff...
3 days ago
$85K - $95K *
Collaborate with our planning team to deliver personalized wealth strategies, fostering strong client relationships through tailored financial planning in areas like retirement, risk management, and i...
1 week ago
$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 *
Lead the charge in transforming CFO capabilities by advising executives and driving finance strategy. Shape high-impact solutions across industries, ensuring quality delivery while developing team exp...
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
Wealth Strategist Sales Associate
$66K - $100K *
Support Wealth Strategists by managing sales processes, coordinating teams, and enhancing client engagement while developing expertise in investment management and financial planning...
2 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
Sr. Consultant, Fund Administrator, Omnium Service
$83K - $141K *
Shape the future of financial management by leading comprehensive fund analysis, closing monthly records, and enhancing team performance to deliver exceptional client services and insightful financial...
3 weeks 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
$90K - $140K *
Transform client experiences while supporting financial advisors in crafting personalized plans and applying strategic marketing initiatives. Leverage data analysis for optimal client retention and ac...
2 weeks ago
Associate Principal Analyst, Market Strategy & Research
$92K - $165K *
Discover opportunities as you analyze critical regulatory risk and develop strategic insights. Collaborate with senior leadership to influence market integrity and enhance compliance, contributing to...
2 weeks 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
$50K - $400K *
Build strong client relationships by prospecting new business opportunities. Drive growth through effective sales strategies and deliver exceptional service to ensure client satisfaction while being s...
Reposted 1 week ago
Market Leader, Hybrid Wholesaler - Chicago or Miami
$99K - $169K *
Take ownership of client relationships, leveraging investment management expertise to drive sales and product adoption. Collaborate with marketing and product teams to develop strategies for wealth ma...
3 weeks ago
Head of Advisor Education Marketing Strategy
$95K - $162K *
Support the development and execution of a leading advisor education strategy to enhance client advisor relationships, engagement, and educational offerings for asset management professionals...
1 week 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
$88K - $109K *
Unlock potential by leading financial planning, budgeting, and reporting in a dynamic SaaS environment. Collaborate with cross-functional teams to drive insights and improve decision-making through da...
2 weeks ago
Lead, Wealth Management Business Strategy
$114K - $194K *
Champion strategic growth in Wealth Management through insightful analytics, competitive research, and impactful presentations. Collaborate with senior leaders and cross-functional teams to drive exce...
1 week 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
Senior Director, Market Strategy & Research
$173K - $340K *
Lead the charge in regulatory strategy development and risk assessment, guiding Surveillance to navigate market trends while achieving departmental goals through qualitative research and stakeholder c...
2 weeks ago