Regional Vice President of Sales (Mid-Atlantic)
$100K *
Grow your career with an established financial firm by engaging high-net-worth prospects, converting them into clients, and collaborating with a supportive team, focusing entirely on sales without col...
1 week ago
Senior Business Analyst, Wealth Technology
$110K - $125K *
Lead the charge in optimizing business processes and technology solutions across Salesforce, collaborating with stakeholders to enhance user experience and streamline workflows in advisor and operatio...
5 days 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 week ago
National Workplace Financial Consultant - New York City/Greater NYC Area
$65K - $138K *
Join a team that's dedicated to empowering plan participants with personalized financial advice. You'll forge strong relationships with clients and deliver engaging education initiatives, enhancing fi...
3 days 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 days ago
AVP, Associate Regional Investment Director
$108K - $180K *
Collaborate to enhance the performance and growth of wealth management programs, serving as a trusted partner to institutions. Translate strategic priorities into actionable plans and drive exceptiona...
4 days 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...
4 days ago
Experienced Financial Professional (US Only; Professional Designations Required)
$80K - $120K *
Engage in impactful financial planning by educating clients on personal finance, developing content, and collaborating on growth strategies, while enjoying flexible hours and leveraging advanced techn...
3 days ago
$140K - $180K *
Engage in strategic partnership development with financial institutions, driving product adoption and revenue growth through effective relationship management and contract negotiations in a fast-paced...
Today
$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...
3 weeks ago
$108K - $135K *
Join a team that's shaping financial strategy through actionable insights and forecasting. Collaborate with CXG leaders to elevate reporting quality and connect financial data to business objectives i...
1 week ago
Regional Vice President of Sales (Southeast)
$100K *
Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...
1 week ago
Senior Analyst, Investment Solutions
$89K - $134K *
Optimize investment strategies by collaborating with portfolio managers, conducting complex analyses, and supporting asset management initiatives. Join a fast-paced team that values innovation and ana...
2 weeks ago
Lead Client & Advisor Experience Manager
$100K - $125K *
Accelerate the adoption and improvement of advisor-facing technology tools. Collaborate with stakeholders and vendors to enhance functionality, manage relationships, and ensure seamless integration fo...
5 days ago
$80K - $120K *
Elevate the mortgage lending landscape by pioneering renovation financing. As a Senior Loan Officer, you will expand your referral network and empower homeowners to access their future home value, dri...
4 days ago
Transaction Advisory Consulting Manager
$110K - $130K *
Empower clients by leading consultation projects, managing teams, and delivering exceptional service. Drive strategic objectives and foster professional growth for junior staff while ensuring project...
4 days 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...
3 weeks ago
Regional Vice President of Sales (Rust Belt)
$100K *
Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...
1 week ago
Manager, Client & Advisor Experience
$100K - $125K *
Shape the future of advisor technology by leading a high-performing team dedicated to enhancing the client and advisor experience through innovative solutions and effective partnerships...
5 days ago
Regional Vice President of Sales (North Central)
$100K *
Unlock your potential in a client-focused sales role, managing a designated territory. Leverage a provided lead flow to showcase wealth management solutions to high-net-worth clients, with full suppor...
1 week ago
$74K - $124K *
Unlock success as you analyze international financial data, support forecasting cycles, and partner with teams to deliver insightful variance analysis and reporting. Drive process improvement across g...
Reposted 1 week ago
Investment Guideline Compliance Associate
$90K - $115K *
Join the compliance team to ensure investment limits adherence in ETFs, managing the full lifecycle of trading compliance from policy implementation to monitoring, while collaborating across functions...
2 days ago
$120K - $150K *
Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...
3 weeks ago
Regional Vice President of Sales (Upper Midwest)
$100K *
Lead the charge in transforming high-net-worth financial prospects into clients by leveraging an established qualified lead flow and comprehensive support resources, all while engaging in face-to-face...
1 week ago
$90K - $130K *
Collaborate with business leaders to provide legal counsel in technology contracts, focusing on SaaS and cloud solutions. Ensure compliance and navigate regulations while drafting and negotiating agre...
Reposted 3 weeks ago