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$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Legal & Accounting

$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

  •   5 - 7 years exp.  •   Media

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Legal & Accounting

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

Reposted 6 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Legal & Accounting

$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

  •   Less than 5 years exp.  •   Finance & Insurance