$90K - $145K *
Unlock your potential by managing middle-market commercial lines accounts, evaluating underwriting information, and negotiating favorable terms for clients while maintaining strong relationships and e...
2 weeks ago
$130K - $170K *
Lead client engagement and strategy in estate planning for UHNW families, enhancing team capabilities while delivering tailored solutions, internal training, and maintaining industry relationships to...
Reposted yesterday
$85K - $145K *
Unlock potential by serving as the primary trusted advisor for a diverse portfolio of clients, ensuring exceptional service delivery and fostering business growth through strategic financial planning...
2 weeks ago
$160K - $210K *
Drive the legal framework of a dynamic family office, providing strategic advice on governance, compliance, and AI law. Collaborate with teams to develop policies and documentation that enable growth...
2 weeks ago
$110K - $150K *
Transform financial journalism by uncovering breaking news and crafting engaging features that explore the dynamic interactions between traditional banking, fintech, and crypto. Your storytelling will...
Reposted 3 weeks ago
Financial Advisor Associate- Ramsey, NJ
$66K - $99K *
Manage client relationships by delivering tailored wealth management strategies and advice. Drive client acquisition and retention through expertise in financial analysis and personalized investment s...
1 week ago
Marketing Manager, Retirement and Annuity Marketing
$82K - $135K *
Unlock potential by applying your marketing expertise in annuities. Collaborate across teams to drive effective campaigns, enhance content, and meet regulatory standards, all while advancing growth in...
3 weeks ago
Marketing Manager, Retirement and Annuity Marketing
$82K - $135K *
Manage and execute innovative marketing campaigns for annuities to enhance advisor enablement and consumer education, driving growth in retirement services through collaboration and strategic project...
3 weeks ago
Wealth Advisor (Upstate New York)
$85K - $145K *
Advance your career by becoming a trusted advisor to a diverse client base, ensuring retention and growth while leveraging your expertise in investments, financial planning, and client communication w...
2 days ago
VP, Financial Administration - Retail Alternatives
$130K - $180K *
Manage client relationships and financial reporting for retail alternative products. Oversee BDC servicing, ensure compliance with SEC regulations, and lead a team to deliver timely financial statemen...
2 days ago
Portfolio Manager, Health and Wealth Distribution Operations
$150K - $180K *
Innovate by overseeing complex cross-functional projects, ensuring timely delivery and alignment with strategic objectives while leading and mentoring teams through ambiguity and change...
3 weeks ago
Institutional Sales Managing Director - East Coast & Canada
$180K - $250K *
The Managing Director for Institutional Sales will focus on expanding Patria's presence among institutional clients in the East Coast and Canada. This role involves developing sales strategies, engagi...
Reposted today
$130K - $140K *
Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...
Today
Senior Manager-Financial Advisory Services (OCFO Advisory)
$179K - $340K *
Lead strategic client engagements in CFO Accounting Advisory, driving excellence through team collaboration and innovative solutions. Utilize strong project management and communication skills to elev...
4 weeks ago
$169K *
Unlock your potential as a strategic finance partner, delivering insights that drive operational efficiency and growth. Lead budgeting, commission processes, and KPI development to foster a data-drive...
2 weeks ago
$106K - $140K *
Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...
Reposted 6 days ago
$100K - $115K *
Drive innovation in venture capital by sourcing start-up investments and evaluating business ideas. Collaborate with founders and industry leaders in AI and technology sectors to influence corporate s...
5 days ago
Private Share Lending Transactor- Executive Director
$150K - $250K *
Engineer innovative liquidity solutions as a senior leader in Private Share Lending. Coordinate multi-party transactions, enhance business development, and foster strategic relations with issuers and...
4 days ago
$92K - $156K *
Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...
Reposted 1 week 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 2 weeks ago
$153K - $208K *
Elevate your career by managing direct indexing portfolios while collaborating with clients on investment strategies. Leverage your quantitative expertise in trading and monitoring to innovate portfol...
4 weeks ago
Fund Attorney - Assistant Vice President
$160K - $210K *
Collaborate with us in shaping the future of private funds by negotiating complex agreements, drafting vital legal documents, and advising on regulatory matters to ensure compliance and facilitate gro...
2 weeks ago
Business Development Manager III - Financial Wellness Solutions
$80K - $179K *
Join a team that's committed to expanding financial wellness solutions by leveraging consultative sales expertise, building client relationships, and driving new business in strategic markets while fo...
3 weeks ago
Fund Attorney - Assistant Vice President
$160K - $210K *
Shape the future of private funds by advising on compliance, negotiating agreements, and drafting legal documents, while collaborating with various stakeholders to achieve successful fund formation an...
2 weeks ago
Senior Actuarial Analyst - P&C Insurance
$85K - $115K *
Unlock your potential by collaborating with our actuarial team to analyze vast datasets, develop predictive models, and automate reporting processes that support underwriting and client needs. Take pa...
3 weeks ago