Manager, Senior Portfolio Consultant
$110K - $130K *
Drive exceptional investment management services by leading a team of Portfolio Consultants, enhancing workflows and aligning strategic initiatives with Wealth Advisors to deliver high-quality client...
2 weeks ago
Vice President, Client Reporting, Conversion Specialist
$125K - $150K *
Champion the client conversion lifecycle, managing data migrations and project timelines, while collaborating cross-functionally with teams to ensure successful onboarding and integration into the pla...
2 days ago
Estate Planning Partner - UHNW
$250K - $400K *
Join our team to lead and shape estate planning strategies for ultra-high net worth families. As a primary advisor and expert, you will drive exceptional outcomes and collaborate with senior wealth ad...
3 weeks ago
Portfolio Controller - Private Equity Advisory
$110K - $130K *
Drive your career forward by serving private equity clients as a vital partner. Harness your expertise to deliver tailored operational enhancements and guide portfolio companies through critical accou...
2 weeks ago
$70K - $140K *
Unlock insights as you bridge business needs with technology, enhancing commercial insurance solutions. Collaborate, analyze, and support projects to drive quality, ensure alignment, and facilitate co...
1 week ago
RIA Regional Consultant – Enterprise RIAs, VP III - State Street Investment Management
$110K - $207K *
Explore opportunities as you partner with leading RIA firms, driving business development and sales. Leverage your expertise to cultivate client relationships and enhance investment strategies within...
3 weeks ago
$110K - $130K *
Unlock potential by leading financial planning and analysis for strategic growth. Collaborate with stakeholders to build reporting infrastructure and drive decision-making processes. This role evolves...
4 days ago
Manager, Economic Development and Capital Formation
$59K - $236K *
Engage in strategic economic development initiatives by guiding clients through complex real estate projects, fostering collaborative environments, and managing an impactful team, driving growth and e...
4 days ago
Vice President, Financial Planning and Analysis
$290K *
Collaborate with executive leaders to drive financial strategy, optimize performance, and enhance decision-making. Oversee budgeting, forecasting, and analytics while leading a high-performing FP&A te...
2 weeks ago
Lead Analyst Cloud Financial Operations
$114K - $165K *
Drive financial visibility and optimization in cloud spend by managing reporting, analyzing costs, and collaborating with stakeholders to enhance financial decision-making and efficiency across enterp...
3 days ago
Associate Director of Advisor Sales
$115K - $230K *
Drive impactful sales strategies and empower a team of Advisor Sales Executives, navigating the retirement landscape and ensuring high partnerships through financial advisors for superior revenue grow...
2 weeks ago
$63K - $106K *
Join our team as you lead seamless transitions for advisors, utilizing your expertise in technology and operational processes to ensure a smooth experience. Foster strong connections and cultivate suc...
Reposted 1 week ago
AVP, Associate Director of EFD - Operations & Financial Strategy
$125K - $180K *
Lead operational excellence and financial strategy for equipment finance, driving efficiency and collaboration across business units. Oversee budgeting, governance, and system management to support st...
2 weeks ago
Retirement Plan Document/Design Manager
$95K - $105K *
Drive excellence in retirement plan documentation by leading a skilled team, managing projects, coaching associates, and ensuring compliance with service standards for optimal outcomes...
3 weeks ago
Sales Executive, Asset Management
$122K - $208K *
Empower the future of asset management by driving relationship-based sales across middle and back-office solutions. Engage C-suite contacts, identify market opportunities, and leverage internal resour...
Reposted 2 weeks ago
$166K - $260K *
Lead the charge in analytics and strategy, leveraging AI to drive product decisions and growth. Collaborate with cross-functional teams and shape high-impact initiatives based on deep customer insight...
4 days ago
$91K - $108K *
Transform financial planning success by leading a dedicated group of planners, streamlining processes, and delivering insightful training to enhance client service and drive organizational excellence...
4 days ago
$92K - $115K *
Accelerate progress at the intersection of finance and strategy by owning forecasting and analysis tasks, partnering with business leaders, and providing insights that shape decision-making across the...
3 weeks ago
Senior Financial Analyst, FP&A
$90K - $120K *
Drive financial excellence by collaborating across teams to enhance planning and reporting processes. This role blends detailed analysis with strategic insight, offering visibility into key leadership...
3 weeks ago
Business Development Specialist - Los Angeles
$61K - $125K *
Optimize client onboarding and relationship management for corporate clients, fostering engagement and growth by understanding their needs and promoting financial solutions that enhance employee benef...
Reposted 6 days ago
$109K - $117K *
Contribute to a cutting-edge FinOps practice, optimizing cloud financial management across multi-cloud environments while collaborating with cross-functional teams to enhance cost governance and drive...
5 days ago
$90K - $110K *
Transform client experiences by delivering tailored software solutions and ensuring successful project execution through collaboration, training, and ongoing support for maximum software value and sat...
3 days ago
$100K - $130K *
Unlock potential by leading financial analytics projects for pharmacy benefits. Collaborate with cross-functional teams and manage RFP processes while driving data-driven insights to enhance client ou...
Reposted 1 week ago
Business Development Consultant
$90K - $125K *
Elevate business growth by managing strategic relationships with financial professionals. Collaborate with a Regional Vice President to enhance partner engagement and drive new opportunities in a dyna...
4 weeks ago
Regional Vice President of Sales (Pacific South)
$175K *
Unlock potential by driving sales in financial services, engaging high-net-worth prospects. Lead a territory from home with robust support and resources to showcase our wealth management solutions. No...
3 weeks ago