$83K - $111K *
Join a team that's dedicated to transforming financial futures by assisting Financial Planners with comprehensive analyses and client relationship building to ensure satisfaction and compliance in a d...
4 days ago
Regional Vice President of Sales (South Atlantic)
$100K *
Accelerate your career in financial services by leading client relationships in a sales-focused role. Drive growth by converting high-net-worth prospects into clients through personalized investment s...
1 week ago
Sr. Consultant - Investment Performance Attribution
$131K - $224K *
Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...
2 weeks ago
$120K - $145K *
Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...
2 weeks ago
$90K - $130K *
Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...
Reposted 4 days 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...
3 weeks 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 weeks ago
Finance & Accounting Advisory - Consultant
$95K - $110K *
Build strong relationships by analyzing financial data, guiding clients through complex transactions, and ensuring compliance with regulatory standards. Collaborate with teams to deliver impactful sol...
5 days ago
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 Project Manager, Financial Services
$90K - $120K *
Lead the charge in project management, driving strategic initiatives and process improvements across functional areas while ensuring successful project delivery, stakeholder engagement, and risk manag...
Yesterday
National Accounts - Vice President
$160K - $190K *
Develop strategic partnerships and drive sales initiatives in alternative investments by collaborating with key stakeholders, enhancing client engagement, and executing comprehensive business plans th...
1 week 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...
5 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...
4 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...
6 days ago
Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market
$80K - $90K *
Unlock potential by joining a dynamic program that equips individuals to excel as Financial Advisors. Engage with high-net-worth clients, develop relationships, and deliver strategic investment soluti...
3 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...
6 days ago
$90K - $120K *
Lead the charge in Enterprise Risk Management by owning critical reporting and analytics, ensuring data integrity, and providing insights to senior stakeholders. Collaborate with cross-functional part...
Reposted today
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...
5 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...
2 days 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...
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
Estate & Tax Planning Legal Counsel
$325K - $425K *
The Estate and Tax Planning Legal Associate will support the Dalio Family Office in designing and implementing sophisticated estate and tax planning strategies for family members and related entities...
Reposted 5 days ago
Director, Relationship Manager II
$111K - $134K *
Engineer impactful client relationships and drive strategic success through data-driven insights and leadership of integrated teams, enhancing business growth and retention in the financial services s...
3 days ago