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$63K - $127K *

Partner with us to deliver tailored investment and insurance strategies. Enhance client relationships while providing exceptional service. Utilize your expertise to assist clients in achieving financi...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$98K - $163K *

Take ownership of financial analysis and modeling to streamline operations, support budgeting processes, drive reporting, and optimize financial strategies across projects while ensuring compliance wi...

US-AnywhereRemote

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$170K - $200K *

Engage with a cross-functional team to optimize financial planning operations, enhance process efficiency, and support client acquisition strategies while mentoring professionals and driving strategic...

US-AnywhereRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$66K - $123K *

Partner with us to deliver tailored insurance solutions for High-Net-Worth clients. Leverage your expertise to build client relationships, advise on complex risks, and drive business growth through ex...

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $105K *

Join a dynamic team to oversee financial reporting and operations, ensuring accurate fund accounting and effective investor communication to drive client success and financial transparency...

Today

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $110K *

Unlock potential by analyzing client portfolio performance and enhancing team processes. Lead reporting initiatives, support junior analysts, and collaborate with investment professionals to deliver e...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$145K - $175K *

Join a dynamic team that empowers high-net-worth clients by managing investment portfolios, providing tailored financial advice, and implementing strategic asset allocations to maximize wealth growth...

Reposted 2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$145K - $175K *

Lead the charge in managing high net worth investment portfolios, ensuring personalized client engagement, strategic asset allocation, and compliance with industry regulations while driving client gro...

Reposted 2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$145K - $175K *

Manage high net worth client portfolios and deliver tailored investment strategies. Foster client relationships while assessing market trends, compliance standards, and performance metrics to maximize...

Reposted 2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$150K - $200K *

Lead and direct financial due diligence engagements, manage teams, and serve as an advisor to key stakeholders. Drive business development, enhance team capabilities, and ensure high-quality client de...

Reposted 6 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$125K *

Elevate client investment experiences by leading transitions to AIM's TAMP. Leverage your expertise to enhance advisory firm operations and guide financial advisors through successful asset management...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$65K - $119K *

Elevate your career by supporting investment accounting, financial reporting, and reconciliation efforts within a dynamic team. Collaborate to ensure data integrity, manage accounting activities, and...

Yesterday

  •   Less than 5 years exp.  •   Finance & Insurance

$240K - $260K *

Transform investment strategies by leading firms through seamless integration onto our unified investment platform, ensuring high client retention and collaboration with legacy teams for successful tr...

2 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$225K - $298K *

Lead client relationships by providing exceptional service and integrated solutions. Collaborate across teams to deliver a branded client experience, addressing diverse financial needs while advocatin...

4 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$114K - $194K *

Lead the charge in managing complex, enterprise-wide programs that drive strategic change across multiple business units. Oversee project execution, alignment of resources, and ensure delivery of crit...

1 week ago

  •   11 - 15 years exp.  •   Finance & Insurance

$180K - $200K *

Pioneer innovative advisory practices, aligning strategic goals with team effectiveness. Drive growth initiatives, facilitate transitions, and promote compliance to enhance client experiences within a...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $120K *

Help us build trust-based partnerships to drive referrals and client growth in healthcare. You'll engage strategically, simplify referral processes, and support community needs across a defined territ...

Today

  •   Less than 5 years exp.  •   Healthcare

$79K - $142K *

Shape the future of advertising compliance by reviewing public communications to ensure alignment with FINRA, SEC, and MSRB standards. Collaborate with teams and contribute to investor protection and...

5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $120K *

Execute the management and execution of investment portfolios, ensuring optimal trade execution and risk management while enhancing client onboarding and service across diverse asset classes in a fast...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$130K - $230K *

Partner with us to expand our intermediary distribution across the Midwest. Drive adoption of innovative investment solutions, working with key strategic partners to foster enterprise relationships an...

4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $120K *

Join a team that's driving innovation in portfolio valuation and advisory services. Leverage expertise in complex securities while collaborating with top professionals to solve financial challenges an...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $110K *

Drive impactful investment strategies by partnering with advisors to enhance portfolio recommendations and foster client engagement through tailored financial guidance and exceptional support...

6 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $110K *

Unlock potential by delivering exceptional client service for a leading 401(k) plan. Collaborate with employers and partners to navigate complex regulatory landscapes, ensuring compliance and a superi...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$74K - $126K *

Optimize client service through operational excellence, driving improvements and strategic initiatives across investment operations. Collaborate with teams to enhance governance and support transition...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$126K - $196K *

Champion C-PACE financing transactions by providing expert legal counsel, overseeing drafting, due diligence, and collaboration on complex real estate transactions to drive successful outcomes across...

US-AnywhereRemote

Yesterday

  •   Less than 5 years exp.  •   Legal & Accounting