$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 1 week 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...
3 weeks 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...
1 week 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...
1 week 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 yesterday
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...
3 weeks 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 3 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...
1 week 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...
1 week 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...
1 week ago
Principal Analyst, Advertising Regulation
$112K - $211K *
Champion complex analyses of FINRA firms’ communications, collaborating across departments and regulators to ensure compliance, enhance quality, and support training initiatives. Drive strategic proje...
1 week 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...
3 weeks ago
$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...
1 week ago
$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...
2 weeks ago
VP, Financial Consultant - Fairfield, CT
$125K - $150K *
Join a dynamic team of Financial Consultants, providing wealth management and planning advice to existing clients, while growing your practice through networking, relationship-building, and client ref...
Reposted 2 days ago
Sr. Relationship Manager, Hedge Fund Services
$109K - $186K *
Support our strategic hedge fund partnerships, delivering exceptional service and navigating complex operational needs, while fostering strong client relationships with senior stakeholders in a fast-p...
5 days ago
Sr. Relationship Manager, Hedge Fund Services
$109K - $186K *
Lead the charge in building and managing strategic client relationships, enhancing service delivery, and navigating complex fund administration to ensure optimal client satisfaction in a fast-paced al...
5 days ago
Attorney (Estate Planning Strategist)
$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...
3 weeks ago
Manager, CFO Advisory - Financial Services
$124K - $236K *
Support our financial advisory team by leading projects to enhance financial operations and client services as we drive towards industry leadership. Develop strategic relationships while mentoring sta...
1 week ago
$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...
3 weeks ago
Wealth Management Advisor Onboarding Transition Specialist
$80K - $95K *
Accelerate progress at enhancing advisor integration by managing client data migration, system setups, and tailored onboarding. Collaborate with new advisors to ensure a seamless transition and effect...
Today
Wealth Management Advisor Onboarding Transition Specialist
$80K - $95K *
Champion a smooth advisor transition, managing data integration, system setup, and training. Engage directly with new advisors to enhance their onboarding experience, ensuring operational success acro...
Yesterday
Senior Analyst, Financial Planning & Analysis
$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...
4 weeks ago
Regional Vice President, New Client Development
$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...
3 weeks ago
Financial Advisor Associate - Bethpage, NY
$66K - $99K *
Empower client success by delivering tailored wealth management strategies and exceptional advisory services. Build and nurture client relationships while analyzing financial goals to offer personaliz...
Reposted 3 weeks ago