$90K - $110K *
Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...
1 week 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 2 days 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 *
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
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
$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
$74K - $138K *
Join a dynamic team to manage relationships with high-net-worth clients, offering tailored wealth management solutions. Drive business development through collaborative strategies while ensuring a sea...
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
$100K - $130K *
Join our team to contribute to high-yield credit research, analyzing industry trends and company data, while collaborating across asset classes to drive informed investment recommendations and insight...
Reposted 3 weeks 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...
5 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...
4 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...
4 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...
2 weeks ago
$72K - $130K *
Transform financial analysis and reporting to enhance decision-making, evaluate performance, and drive operational improvement across Optum Health. Collaborate with stakeholders to optimize pricing st...
3 days ago
$130K - $180K *
Help us lead the financial strategy and operations during a transformative growth phase. You will drive monthly analytics, ERP implementation, and data integration while supporting M&A processes for o...
3 weeks ago
$120K - $180K *
Champion the growth of our finance organization by leading financial analytics, ERP implementation, and data lake design. Drive strategic insights and M&A integration for enhanced performance and oper...
3 weeks 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...
2 weeks ago
Senior Analyst - Due Diligence | Alternative Investments
$114K - $157K *
Champion investment success by leading comprehensive due diligence for diverse alternative investments, collaborating with internal teams, and leveraging a generalist approach to optimize professional...
2 weeks ago
Retirement Plans Sales Consultant (Internal Wholesaler) - Upper Midwest (AFG)
$87K - $120K *
Make your mark as you leverage expertise in retirement plans to proactively engage advisors, driving sales and ensuring satisfaction while collaborating with regional leaders to enhance business outco...
3 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...
1 week 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 2 weeks ago
Affluent Head of National Sales
$214K - $252K *
Lead the charge in shaping strategic sales direction, enhancing productivity, and ensuring excellence across a national sales organization focused on affluent clients, driving growth and measurable ou...
Reposted yesterday
Senior Manager – Portfolio Investment Strategist
$114K - $157K *
Engage with financial advisors to create tailored investment strategies for high-net-worth clients. Collaborate on complex cases, enhance client relationships, and support integrated wealth management...
Reposted 4 days 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...
2 weeks ago