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$74K - $126K *

Lead audit projects across Asset and Wealth Management, overseeing teams and ensuring compliance. Develop testing approaches, provide training, and communicate findings to management, while identifyin...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $120K *

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

US-AnywhereRemote

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$140K - $239K *

Grow strategic relationships and manage a diverse commercial loan portfolio, ensuring compliance and high-quality credit management while driving new business within the Sponsor industry for revenue g...

US-AnywhereRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$80K - $90K *

Champion a client-focused role by ensuring timely payroll processing and comprehensive benefits administration while delivering exceptional service and support to clients in a collaborative, fast-pace...

US-AnywhereRemote

Reposted 1 week ago

  •   5 - 7 years exp.  •   Business Services

$130K - $150K *

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $110K *

The Executive Services Relationship Manager will provide exceptional customer service to high net-worth stock plan executives, assisting them with equity compensation and broader financial needs. This...

Reposted 5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$185K - $300K *

Transform client experiences by providing strategic wealth management solutions for high-net-worth individuals and senior executives, driving impactful initiatives across multiple business lines and e...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$184K - $343K *

Analyze and drive growth by leading debt financing transactions with top-tier private equity clients. Leverage extensive networks, oversee complex underwriting processes, and manage relationships to i...

3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$100K - $150K *

Partner with us to expand institutional relationships in the Central and Western US. Drive asset growth through strategic client management and collaboration with internal teams, while enhancing our p...

1 month ago

  •   8 - 10 years exp.  •   Finance & Insurance

$102K - $208K *

The Private Bank Wealth Advisor III serves as the primary client relationship manager for high-net-worth clients, focusing on developing and managing their Wealth Plans. This role involves building st...

Reposted 4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$85K - $120K *

Lead a talented team delivering consulting and implementation services, while driving project execution, ensuring client satisfaction, and fostering collaboration with cross-functional teams for impac...

2 weeks ago

  •   5 - 7 years exp.  •   Business Services

$110K - $180K *

Champion growth in the US insurance sector by driving sales of innovative technology and accounting solutions, managing prospects, and focusing on client relationships to achieve high close rates and...

US-AnywhereRemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$145K - $211K *

Unlock potential by driving talent acquisition and business growth while cultivating relationships in the financial services industry. This key leadership role shapes future leaders and strengthens co...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $130K *

Contribute to institutional transformation by connecting education goals with innovative solutions. Collaborate across teams to deliver strategic outcomes while engaging with leadership to quantify an...

US-AnywhereRemote

1 week ago

  •   5 - 7 years exp.  •   Education, Government & Non-Profit

$100K - $130K *

Lead the charge in managing retail sales activities within the region, promoting mutual fund and SMA products, while developing business strategies to maximize asset acquisition and retention...

Today

  •   8 - 10 years exp.  •   Finance & Insurance

$66K - $113K *

Elevate the integrity of financial controls by overseeing SOC 1 & SOC 2 governance, engaging with cross-functional teams, and ensuring robust IT control testing across the organization to drive accura...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $90K *

Unlock potential by developing client relationships and providing tailored financial solutions. Collaborate with seasoned professionals to grow your portfolio and enhance your skills in a dynamic fina...

2 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $90K *

Join us to develop a thriving financial advisory practice, guiding high-net-worth clients to achieve their financial goals. Collaborate with experts, receive top-tier training, and leverage relationsh...

2 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $90K *

Contribute to client wealth management by developing relationships, assessing financial needs, and delivering tailored investment strategies alongside experienced advisors to maximize portfolio growth...

2 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$180K - $250K *

Join a team that's driving financial strategy and compliance while ensuring long-term fiscal health. As a key executive, you will collaborate closely with leadership to utilize insights for growth in...

2 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$160K - $190K *

Analyze complex LIHTC legal matters, support acquisitions and asset management, and ensure compliance across investments. Leverage your legal expertise within a dynamic team environment while coordina...

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$160K - $190K *

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$95K - $115K *

Collaborate with stakeholders to manage high-volume marketing requests, ensuring adherence to policies and SLAs. Drive execution of marketing materials and provide proactive communication. Thrive in a...

Reposted 1 week ago

  •   Less than 5 years exp.  •   Business Services

$150K - $200K *

Drive M&A and Strategic Advisory engagements while leading and mentoring the team. Ensure high-quality financial analysis and presentation materials while managing multiple high-priority projects, del...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $175K *

Lead the charge in exceptional client service delivery across diverse asset classes, focusing on wealth and retirement. Collaborate with internal teams to ensure client needs are met while advocating...

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance