Director, Broker Dealer Controller
$160K - $260K *
Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...
Reposted 4 days ago
National Accounts - Vice President
$160K - $190K *
Elevate client relationships by driving sales of alternative investment products. Leverage your expertise to implement business strategies and collaborate with internal teams to enhance distribution a...
3 weeks ago
National Accounts - Vice President
$160K - $190K *
Develop strategic partnerships and drive sales initiatives in alternative investments by collaborating with key stakeholders, enhancing client engagement, and executing comprehensive business plans th...
4 weeks ago
Strategic Financial Institution Sales
$140K - $180K *
Grow your career with a strategic sales role focused on financial institutions. Drive client success through consultative selling, pipeline development, and collaboration across teams to enhance brand...
3 weeks ago
Strategic Financial Institution Sales
$140K - $180K *
Lead the charge in driving sales growth within financial institutions, leveraging strategic expertise and consultative sales techniques to create strong partnerships and ensure product adoption, while...
4 weeks ago
$210K - $280K *
Empower ultra-high net-worth families by providing strategic insights in estate, tax, and multi-generational planning. Collaborate with clients and advisors to navigate complexities of wealth manageme...
Today
Senior Wealth Strategy Associate
$100K - $150K *
Analyze client needs and performance metrics to develop tailored investment strategies. Collaborate with financial advisors to enhance client relationships and drive business growth while ensuring acc...
Reposted 4 weeks ago
Regional Vice President of Sales (Northeast)
$100K *
Unlock potential by joining a dynamic sales team focused on high-net-worth clients. Navigate your territory with established leads while supported by comprehensive resources to drive your success in f...
1 month ago
SVP, Centrally Managed Advisory Programs (UMA)
$201K - $335K *
Unlock strategic growth by leading the evolution of advisory programs, optimizing investment solutions, and enhancing client experiences across diverse business channels...
1 week ago
$103K - $172K *
Transform data management practices by connecting strategic data insights with business product needs, ensuring data quality and governance across diverse domains for enhanced advisor and investor exp...
3 weeks ago
$80K - $90K *
Take ownership of comprehensive financial records management for high-net-worth family clients. Collaborate with our Family Office Accounting team to ensure timely reporting, budgeting, and support fo...
1 week ago
$80K - $110K *
Grow with us as you guide individuals through equity compensation and financial planning. Engage with clients remotely, providing personalized financial insights that help navigate various stages and...
1 week ago
$90K - $120K *
Empower key stakeholders by delivering comprehensive business analysis for the Central Funding Group's technical development team, ensuring effective collaboration and successful deployment of changes...
2 weeks ago
Vice President, Client Reporting Support Manager
$120K - $150K *
Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...
3 weeks ago
$85K - $105K *
Drive impactful financial reporting and analysis by owning ARR processes, partnering cross-functionally, and enhancing forecasting accuracy for strategic insights into revenue performance and growth o...
2 weeks ago
Finance, Risk Analyst, Vice President & Associate
$150K - $170K *
Champion risk oversight by analyzing market dynamics and fostering cross-functional collaboration to enhance governance, reporting, and automation for a global equities and derivatives platform...
3 weeks ago
$90K - $130K *
Join a team that inspires exceptional client service through strong relationship building, supporting Financial Advisors in delivering outstanding financial experiences while enhancing marketing strat...
1 week ago
Head of Advisor Consultant Performance
$135K - $155K *
Transform Advisor Consultant performance through coaching, data analysis, and strategic execution. Lead initiatives to enhance desk productivity and foster a culture of collaboration and accountabilit...
1 week ago
Real Estate Finance Vice President
$190K - $220K *
Empower growth by managing Real Estate and Data Center Finance transactions, analyzing market trends, preparing pitch materials, and leading credit approval processes, collaborating across teams for s...
Reposted 1 week ago
Regional Vice President of Sales (NY & NJ)
$175K *
Transform the investment landscape by engaging high-net-worth clients and converting leads into loyal customers. Collaborate remotely with a dedicated team while optimizing your sales strategies to dr...
2 days ago
Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market
$80K - $90K *
Unlock potential by joining a dynamic program that equips individuals to excel as Financial Advisors. Engage with high-net-worth clients, develop relationships, and deliver strategic investment soluti...
3 weeks ago
Financial Services - Tax - Wealth and Asset Management - Senior
$109K - $170K *
Shape the future of tax compliance by implementing innovative strategies, optimizing operations, and providing expert support in the asset management sector, while developing governance and risk frame...
3 weeks ago
Private Client Manager- Investments
$110K - $215K *
Shape the future of client relationships by delivering tailored financial solutions and enhancing the client experience through strategic partnership and advisory services. Foster new business inflows...
3 weeks ago
OCIO Business Development – Endowments & Foundations, Vice President
$110K - $190K *
Join a team that's driving business growth for Nonprofit clients through strategic sales initiatives, managing relationships with Advisors, and leading the RFP process to expand our institutional asse...
2 weeks ago
Manager - Private Equity Advisory
$120K - $150K *
Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...
3 weeks ago