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...
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 3 days ago
FINANCIAL PLANNING ANALYST - EXCLD
$89K *
Reimagine financial analysis while leading strategic initiatives for economic development incentives. Collaborate across departments, manage projects, and drive legislative processes to enhance commun...
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...
1 week ago
$22K - $166K *
As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...
Reposted 3 weeks 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 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...
1 week 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...
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...
1 week 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...
6 days 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...
1 week ago
Relationship/Trust Advisor, WM
$114K - $194K *
Advance client satisfaction by managing complex wealth management relationships, delivering tailored fiduciary services, and collaborating with professionals to enhance portfolio performance and devel...
3 days ago
Senior Associate, Strategic Accounts (Intermediary Distribution)
$85K - $123K *
Strategize client engagement by managing relationships, driving initiatives, and mentoring junior staff. Collaborate across teams to enhance service delivery and contribute to marketing strategies, en...
Yesterday
$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...
2 days 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 6 days ago
Senior Manager, Financial Planning & Analysis (FP&A)
$150K - $175K *
Unlock financial insights and drive strategic growth by leading the FP&A team. Collaborate with senior leadership to enhance processes, deliver key metrics, and support data-driven decision-making acr...
Yesterday
$106K - $140K *
Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...
Reposted today
$106K - $140K *
Design and manage enterprise software implementation projects, ensuring alignment between business needs and technical development. Collaborate with clients and internal teams to deliver high-quality...
Reposted today
$99K - $169K *
Join a collaborative team to support wealth planning for ultra-high net-worth clients. Engage with data synthesis, strategy modeling, and operational tasks while partnering with advisors across wealth...
Yesterday
$75K - $93K *
Lead financial analysis initiatives by driving budgeting, forecasting, and reporting processes. Collaborate with stakeholders to enhance decision-making using data-driven insights while championing au...
1 week ago
Investment Stewardship Analyst
$99K - $169K *
Lead and execute active ownership initiatives, driving engagement on sustainability and governance matters. Conduct in-depth research to enhance investment decision-making and ensure best practices in...
2 weeks ago
$72K - $101K *
Grow your career with a role focused on empowering individuals in retirement planning through relationship building and impactful presentations, combining analytical thinking and consultative skills t...
1 week ago
$90K - $120K *
Execute impactful sales strategies by driving pipeline growth, managing opportunities, and enhancing client experiences within financial services. Collaborate with internal partners to optimize workfl...
5 days ago
VP, Financial Consultant - Northbrook, IL
$100K - $150K *
Unlock your potential as a Financial Consultant, advising clients on wealth management and financial planning. Grow relationships through strategic networking and client referrals while collaborating...
2 days ago
Business Analyst, Individual Investor
$70K - $95K *
Unlock insights as a Business Data Analyst, leading data-driven strategies to optimize product performance, enhance customer engagement, and support strategic decision-making across various platforms...
Reposted today