Investment Analyst - Portfolio Construction
$80K - $110K *
Elevate your career as you analyze investment strategies, build risk reports, and enhance portfolio performance. Collaborate with a dynamic team to drive data-informed decisions in a fast-paced invest...
3 weeks ago
Director, New Client Development
$125K - $150K *
Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...
1 week ago
$70K - $95K *
Transform distributor relationships through dynamic training and tailored sales support, driving growth in Life and Annuity products. This role emphasizes collaboration, impactful training, and high v...
2 days ago
Deputy Chief Compliance Officer- Investment Advisor
$170K - $200K *
Empower compliance excellence by leading initiatives that uphold regulatory adherence, risk management, and ethical practices across investment operations. Foster a culture of integrity while mentorin...
1 month ago
$105K - $135K *
Join a team that's transforming client success through advanced Salesforce solutions. This role involves bridging business needs and technology, driving platform adoption, and enhancing operational ef...
1 week ago
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
$87K - $123K *
Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...
Reposted 1 week ago
$120K - $225K *
Drive the evolution and support of a critical analytics platform, partnering with teams to ensure top-tier instrument pricing, analytics, and performance attribution capabilities. Leverage your extens...
Reposted yesterday
Relationship Manager II - Kaspick
$126K - $176K *
Oversee comprehensive client gift planning services, ensuring high-quality delivery and client engagement while collaborating with internal teams to address client needs effectively and proactively...
Reposted today
$100K - $125K *
Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...
2 weeks ago
Senior Consultant - Corporate Finance Advisory
$86K - $164K *
Join a team that's shaping the future of corporate finance advisory, providing essential insights and strategies to empower diverse clients from startups to multinational corporations. Enhance your ex...
Reposted 2 weeks ago
Sr Consultant, Fund Accounting
$74K - $126K *
Join a team that's leading complex projects and providing expert consulting services across strategic initiatives, ensuring impactful business decisions through in-depth knowledge and collaboration wi...
2 weeks ago
AVP, Associate Regional Investment Director
$108K - $180K *
Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...
2 weeks ago
$80K - $95K *
Elevate financial operations by supporting core accounting processes, managing client billing, and developing insights for management decision-making. Collaborate with teams to enhance efficiency in f...
1 week ago
$70K - $95K *
Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...
1 week ago
Financial Advisor Manager - Portsmouth, New Hampshire
$115K - $173K *
Lead the charge in developing and managing a team of Financial Advisors, driving sales productivity, compliance, and client engagement in assigned territories to enhance market presence and achieve st...
5 days ago
Financial Advisor Manager - Portsmouth, New Hampshire
$115K - $173K *
Join us in managing a team of Financial Advisors, enhancing sales productivity and compliance, and fostering strong partnerships. Drive team success through training, coaching, and strategic planning...
5 days ago
$80K - $120K *
Join a team that analyzes and underwrites credit requests, manages loan processes, and monitors risk within the portfolio, ensuring compliance and providing excellent customer interaction for optimal...
Reposted 1 week ago
Business Development Manager - Financial Wellness Solutions
$76K - $127K *
Unlock potential by driving growth in financial wellness solutions through strategic client engagement and relationship management. Collaborate with internal teams to deliver innovative services that...
2 weeks ago
Director of Product Governance
$147K - $180K *
Shape the future of investment strategies, leading product governance and development efforts while collaborating with senior leaders to enhance our product lineup and drive strategic initiatives in a...
Reposted 3 days ago
$103K - $169K *
Join a team that influences financial performance through expense planning and analytics, partnering with senior leadership to drive strategic insights and support operational excellence across the Gr...
2 weeks ago
Director of Strategic Insights, Intermediary Distribution
$140K - $155K *
Elevate data-driven decision-making by managing sales analytics, developing insights, and enhancing reporting processes. Collaborate with leadership to improve resource utilization and drive strategic...
2 weeks ago
$90K - $180K *
Join a dynamic team as a Lead Systems Analyst, driving the onboarding process for trading technology platforms. Collaborate with internal and external teams to create innovative solutions in FIX proto...
Reposted 1 week ago
$90K - $180K *
Reimagine trading technology as a Lead Systems Analyst, managing onboarding for dealers and vendors while collaborating with cross-functional teams to enhance trading platforms and execute innovative...
Reposted 1 week ago
SVP Insurance Actuarial Engineering
$180K - $220K *
Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...
1 week ago
$84K - $110K *
Innovate as a key financial planning consultant, collaborating to provide strategic planning for affluent clients while fostering partnerships, efficiency, and a client-centric approach within a dynam...
1 week ago