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...
1 week ago
$107K - $194K *
Transform Enforcement outcomes by resolving non-complex matters with effective legal strategies, timely negotiations, and collaborative case management while ensuring adherence to risk-based assessmen...
1 month 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 3 days 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...
2 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 6 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
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...
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...
4 days 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 6 days 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...
2 weeks ago
$75K - $125K *
Transform administrative operations by leading our Client Service Associates team. Leverage your expertise in the financial services sector to enhance advisor support and drive business success throug...
Reposted 2 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...
Yesterday
$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...
6 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...
1 week 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...
6 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...
4 days ago
Director Compliance Advisory - Personal Loans
$187K - $213K *
Join a dynamic Compliance Advisory team to guide compliance strategy for Personal Loans. Lead, advise, and ensure adherence to regulations while engaging with cross-functional teams to manage risks an...
Reposted 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...
5 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 1 week 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...
1 week ago