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$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

4 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Legal & Accounting

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$160K - $200K *

Shape the future of fiduciary governance by overseeing compliance, managing conflicts, and leading program administration. Collaborate closely with executives to ensure adherence to fiduciary standard...

3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$116K - $197K *

Join a dynamic team to optimize institutional equity trading across the Americas. Utilize your expertise in market structure and execution strategies to deliver high-quality outcomes while ensuring co...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$88K - $147K *

Unlock potential by leading trustee services for high net worth clients. Collaborate with advisors to deliver exceptional support and foster strong client relationships while managing complex cases an...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$87K - $123K *

Engage with clients by leading a dedicated wealth advisory team to deliver tailored financial strategies that foster long-term success and relationship building in a personal and strategic manner for...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $130K *

Champion estate planning strategies for high net worth clients, collaborating independently with advisors and managers nationwide. Provide legal insights while leading a service specialist, staying cu...

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$95K - $125K *

Unlock potential by evaluating and underwriting music deals. Engage in building deal models, conducting royalty diligence, and preparing investment materials, while monitoring portfolio performance an...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $115K *

Unlock your potential in finance by supporting Wealth Management operations through analysis, reporting and strategic insights. Engage collaboratively across teams while ensuring effective financial r...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$133K - $219K *

Help us elevate client relationships in wealth management by leveraging your fiduciary expertise and leading a team through complex relationships, ensuring exceptional service delivery and adherence t...

Reposted 3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $122K *

Deliver actionable financial insights while leading budgeting, forecasting, and variance analysis processes for specialty departments. Collaborate with business leaders to enhance financial performanc...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$99K - $125K *

Own the FP&A analysis process, ensuring accuracy in expense tracking, variance analysis, and model integrity within Workday Adaptive, while collaborating with finance leaders to support strategic deci...

US-AnywhereRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$225K - $250K *

Lead client acquisition initiatives by collaborating with financial advisory teams to drive business growth and enhance wealth management solutions for high net worth individuals, ensuring exceptional...

US-AnywhereRemote

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$225K - $250K *

Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...

US-AnywhereRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$70K - $140K *

Support investment strategies by analyzing equity options and derivatives, enhancing client communications, and collaborating across teams to boost client service and portfolio management...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$70K - $140K *

Transform client relations by supporting investment strategy management and analysis. Collaborate with teams to enhance client experiences, utilizing data-driven insights to improve service quality an...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $100K *

Elevate business performance by delivering insightful financial analysis, fostering collaboration, and leveraging modern reporting technology for strategic decision-making and enhanced operational eff...

US-AnywhereRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$144K - $193K *

Tackle new client acquisition and retention for insurance companies, engaging senior stakeholders with tailored investment solutions. Drive partnership across Nuveen’s platforms with ongoing client su...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $110K *

Drive impactful regulatory reporting initiatives by leading analysis, optimizing processes, and coordinating strategic changes while collaborating with various business units and stakeholders to ensur...

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Advance your career by driving sales and market growth in the insurance sector. Collaborate with internal teams and stakeholders to develop strategies, build client relationships, and achieve targets...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance