National Advisor Recruiting Manager, VP
$115K - $190K *
Accelerate recruiting excellence in Wealth Management by partnering with leadership to evaluate and secure top Financial Advisor talent. Drive strategic hiring efforts, enhance processes, and maintain...
2 weeks ago
Vice President, Client Relationship Manager
$125K - $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
$100K - $120K *
Engage with operational leaders to drive strategic financial planning, budgeting, and performance analysis. This role focuses on enhancing financial decision-making across diverse programs and service...
5 days ago
Senior Analyst, Advertising Regulation
$83K - $155K *
Join a team that's dedicated to ensuring compliance with advertising regulations, reviewing communications with public stakeholders, and managing complex filing submissions while fostering investor pr...
1 week ago
Senior Analyst, Advertising Regulation
$83K - $155K *
Join a team that's dedicated to ensuring compliance with advertising regulations while supporting investor protection. You will analyze submissions, provide feedback, and collaborate within a hybrid w...
1 week ago
Path to Advice Strategy and Execution, VP
$115K - $190K *
Advance your career by leading strategic initiatives that enhance client engagement across multiple financial service lines, optimizing operations and driving growth through innovative project executi...
4 days ago
$100K - $120K *
Execute the management and execution of investment portfolios, ensuring optimal trade execution and risk management while enhancing client onboarding and service across diverse asset classes in a fast...
3 weeks ago
Senior Financial Planning Analyst
$95K - $115K *
Drive financial insight by developing models and analyses that support strategic decision-making, ensuring alignment between forecasts and business performance across various functions including Sales...
3 weeks ago
Senior Manager of Transaction Advisory Services
$135K - $160K *
Lead the charge in shaping financial due diligence engagement strategies and elevate client relationships. This role demands strategic vision, leadership of diverse teams, and a commitment to deliveri...
1 week ago
Financial Advisor (Multiple Levels)- Westchester/ White Plains
$66K - $117K *
Lead the charge in providing tailored financial planning and investment advice for high-net-worth clients. Utilize your expertise to enhance client relationships and drive business growth in a dynamic...
2 weeks ago
$80K - $110K *
Elevate business strategy by analyzing key opportunities, collaborating with leadership, and enhancing operational performance while developing cross-functional expertise across various business areas...
1 week ago
$110K - $130K *
Transform your career by driving project success and enhancing application development. Collaborate with cross-functional teams, analyze data, and contribute to innovative solutions while ensuring top...
Reposted 3 days ago
$75K - $120K *
Champion complex securities valuations within a dynamic team. Engage with top-tier asset managers to analyze illiquid instruments and deliver insights on financial markets, while developing sophistica...
1 week ago
$127K - $223K *
Analyze channel performance and drive data-driven decisions by building models, validating vendor claims, and proactively answering business questions to enhance offline and direct mail strategies...
3 days ago
$80K - $100K *
Engage with our legal and compliance teams to drive strategic improvements, ensuring adherence to compliance policies and regulations. Contribute to enhancing operational processes and support a cultu...
3 weeks ago
Estate Planning Strategist, Executive Director
$150K - $250K *
Unlock potential by collaborating with investment teams to offer high-net-worth clients comprehensive estate, gift, and income tax planning guidance, ensuring clarity in complex financial matters whil...
4 days ago
VP, Retirement Plan Services Mid-Market Sales - Northeast Region
$150K - $180K *
Advance your career by driving defined contribution sales in the Mid-Market sector. Collaborate with a dynamic team to establish key relationships and manage sales processes, all while promoting innov...
Reposted 4 days ago
Senior Manager - Strategic Advisory
$182K - $310K *
Shape the future of enterprise strategy by collaborating with leaders to drive high-impact growth initiatives and strategic planning, while managing and mentoring a skilled team in a dynamic, analytic...
1 week ago
Relationship Manager, Business Development - RIA Enterprise Vice President
$80K - $100K *
Support strategic growth by driving structured investment adoption across large enterprise RIA firms, serving as a key liaison among clients, internal teams, and partners to enhance platform effective...
Reposted 2 weeks ago
Retirement Plan Consulting, Senior Manager
$130K - $200K *
Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various reti...
4 weeks ago
Principal Analyst, Advertising Regulation
$112K - $211K *
Join a team dedicated to ensuring compliance within the financial industry by conducting thorough analyses of communications, providing support, and driving quality control initiatives that uphold mar...
2 days ago
Principal Analyst, Advertising Regulation
$112K - $211K *
Optimize regulatory compliance by expertly analyzing and assessing communications. Collaborate with teams to ensure quality and thoroughness, while providing mentorship and maintaining high standards...
2 days ago
Principal Analyst, Advertising Regulation
$112K - $211K *
Analyze communications of FINRA firms, ensuring compliance and quality control while collaborating with various departments and regulators. Provide training and support to team members while driving i...
2 days ago
Senior Wealth Distribution Intelligence & AI Partner - RIA Field & Platforms
$116K - $143K *
Advance strategic intelligence and analytics in the RIA market, leveraging AI and advanced analytics to drive decision-making, growth opportunities, and enhance sales execution through data-driven ins...
3 days ago
$75K - $90K *
Champion exceptional service delivery by managing client requests, advocating for needs, and fostering team collaboration in a dynamic, hybrid work environment to ensure client satisfaction and operat...
2 weeks ago