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$90K - $130K *

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

US-AnywhereRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$110K - $130K *

Pioneer comprehensive estate planning strategies for High Net Worth clients, collaborating with financial advisors and external partners to deliver tailored solutions that meet complex client needs wh...

2 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$95K - $115K *

Lead the charge in evaluating and overseeing investment solutions to align with client objectives, ensuring fiduciary compliance and enhancing investment processes for optimal portfolio performance an...

4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $120K *

Lead the onboarding process and strengthen relationships with branch teams, ensuring exceptional service for clients. Collaborate with internal teams to enhance the client experience and drive trust s...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $105K *

Collaborate with cross-functional teams to enhance enterprise wealth technology platforms, identifying improvement opportunities and driving initiatives to optimize efficiency, scalability, and integr...

US-AnywhereRemote

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $105K *

Engage with cross-functional teams to enhance enterprise wealth technology platforms. Drive improvements in efficiency, scalability, and integration while supporting platform implementations and resol...

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$130K - $150K *

Lead the charge in architecting Workday Financial Systems to optimize operations, ensure compliance, and enable strategic oversight. Collaborate with finance and tech teams to deliver scalable, secure...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $110K *

Unlock exceptional client experiences by serving as a trusted advisor, nurturing relationships and enhancing service delivery. Lead strategic client interactions, optimize operational processes, and m...

US-AnywhereRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $130K *

Elevate client wealth management by providing tailored investment strategies and expert consultative support. Collaborate with financial advisors to enhance high-net-worth portfolios through innovativ...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$160K - $200K *

Lead the charge in managing institutional client relationships, overseeing onboarding, investment policy development, and performance reviews while collaborating with internal teams to enhance client...

3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$160K - $200K *

Join a dynamic team to enhance institutional client relationships, overseeing onboarding, implementation, and performance reviews while collaborating with internal stakeholders to deliver exceptional...

4 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$125K - $150K *

Unlock growth by leading a team of Market Operating Managers to drive strategic alignment and operational excellence. Collaborate with stakeholders to enhance business processes, improve efficiencies...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $130K *

Elevate financial strategy by driving planning and analysis across departments. Collaborate with leaders to ensure alignment on budgets and forecasts, transforming complex data into actionable insight...

US-AnywhereRemote

Yesterday

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $95K *

Lead and develop a high-performing team to enhance operations and client experiences in a dynamic, regulated environment. Drive talent growth, manage projects effectively, and build strong stakeholder...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$95K - $115K *

Unlock potential by guiding compliance strategies in a dynamic investment advisory environment. Collaborate across various teams to enhance our compliance program, ensuring regulatory adherence and fo...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$125K - $150K *

Unlock potential by leading multi-year strategic planning and advising executives to drive measurable business outcomes across the organization. Utilize strong analytical skills to influence decisions...

1 week ago

  •   11 - 15 years exp.  •   Business Services

$70K - $92K *

Drive your career forward by providing tailored financial solutions to customers. Use your expertise in investment vehicles to guide clients toward their financial goals while leveraging industry-lead...

US-AnywhereRemote

6 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Unlock potential by driving complex real estate transactions, shaping strategic initiatives, and partnering with stakeholders across a major portfolio to support growth and operational goals in a dyna...

1 week ago

  •   8 - 10 years exp.  •   Real Estate & Construction

$160K - $200K *

Advance Trust Management strategies to drive growth and performance across diverse client segments, ensuring exceptional service delivery and adherence to fiduciary obligations through effective cross...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$75K - $150K *

Join a team that's driving strategic growth by engaging experienced financial advisors. Utilize your recruiting expertise to cultivate relationships and guide advisors in exploring optimal affiliation...

US-AnywhereRemote

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$125K - $150K *

Empower your career by managing discretionary portfolios for affluent clients. Oversee asset allocation, portfolio construction, and tailored investment strategies while collaborating with advisors to...

6 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$95K - $115K *

Drive financial strategy and performance as a trusted partner to leadership by developing forecasts, conducting analyses, and providing insights that optimize business decisions for maximum profitabil...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $115K *

Join a dynamic team as a trusted financial advisor, providing insight and analysis to maximize business value while shaping strategic financial decisions, demonstrating expertise across global functio...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $130K *

Unlock potential by delivering tailored investment strategies and expert consultations for high-net-worth clients. Collaborate with financial advisors to ensure alignment with client goals, providing...

2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$89K - $142K *

Lead financial analysis and planning efforts, driving strategic insights and results. Collaborate across divisions to align financial strategies with business goals, fostering partnerships and innovat...

US-AnywhereRemote

Today

  •   5 - 7 years exp.  •   Finance & Insurance