$115K - $163K *
Shape the future of wealth management by providing expert business succession advice. Collaborate with high-net-worth clients and advisors to create tailored transition strategies that enhance client...
5 days ago
Senior Market and Trading Specialist
$100K - $150K *
Optimize investment strategies by delivering advanced market analysis and trading expertise, collaborating closely with portfolio management to enhance client portfolio performance and drive results i...
3 weeks ago
$125K - $150K *
Empower an innovative AI development team tackling regulatory reporting with generative AI. Leverage cutting-edge technologies to design intelligent solutions that improve efficiency, mentor emerging...
2 weeks ago
Sr. Analyst, Financial Planning & Analysis
$80K - $95K *
Drive strategic decision-making by delivering financial insights through budgeting, forecasting, and analytics. Collaborate with multiple teams to streamline portfolio performance reporting and enhanc...
2 weeks ago
$100K - $120K *
Transform strategic vision into actionable plans as you advise senior leaders on business initiatives, ensuring alignment with corporate objectives. Leverage your expertise to navigate complexities an...
1 week ago
Senior FP&A Analyst - Clinic Finance & Business Partner
$110K - $130K *
Drive financial performance by owning forecasting, reporting, and insights for a clinic portfolio. Collaborate with stakeholders to enhance P&L outcomes through AI and process automation, while analyz...
Reposted 2 weeks ago
Senior FP&A Analyst - Clinic Finance & Business Partner
$110K - $130K *
Unlock potential by driving financial performance across a portfolio of clinics. Collaborate with stakeholders to create insights, optimize margins, and implement AI-driven solutions while ensuring ac...
4 weeks ago
Senior Underwriter, Mid Market
$80K - $110K *
Unlock potential by leveraging your underwriting expertise to evaluate complex accounts, foster broker relationships, and lead a collaborative team while achieving national standards for service and d...
Reposted 4 weeks ago
Manager, Operational Optimization
$88K - $138K *
Unlock operational excellence by leading continuous improvement initiatives, optimizing contact center processes, and driving efficiency through data-driven strategies. Collaborate cross-functionally...
3 days ago
$90K - $110K *
Join a team that's shaping strategic initiatives to drive impactful projects. Collaborate with leaders and cross-functional teams to achieve timely, quality outcomes in a fast-paced environment focuse...
2 weeks ago
Team Leader, Central Relationship Managers -Los Angeles, CA
$66K - $125K *
Advance your career by leading a team focused on enhancing client relationships through diverse communication channels, fostering a culture of trust while driving best practices and consistency within...
1 week ago
$80K - $128K *
Elevate client experiences by developing holistic financial plans and collaborating with Sun Life Advisors. Empower others through training and build strong relationships to drive business growth in f...
Reposted 2 days ago
Vice President, Executive Planning Consultant - Northern California/Washington
$96K - $210K *
Strategize innovative financial solutions for senior executives, delivering personalized financial planning and asset management support. Collaborate with a dynamic team to enhance client engagement a...
Reposted 1 week ago
AVP, Wealth Planning & Tax Consulting
$140K - $160K *
Drive comprehensive wealth planning support for high-net-worth clients, focusing on integrated strategies that meet financial and tax needs. Collaborate with teams to enhance service delivery and supp...
1 week ago
$95K - $115K *
Unlock your potential as you collaborate across teams to optimize a Finance reporting system, driving data analysis and process improvements in a fast-paced environment. Your expertise will support bu...
Reposted 2 days ago
Practice Consultant, Financial Planning
$96K - $136K *
Lead the charge in enhancing financial planning practices, delivering tailored coaching and solutions to Financial Planners, and driving engagement and efficiency to elevate client outcomes and practi...
Reposted 2 weeks ago
Business Development Manager, Wealth Channel
$90K - $110K *
Drive referral business growth by fostering relationships and managing the sales process. Achieve targets through effective planning and execution, while collaborating with partners to enhance custome...
1 week ago
$106K - $122K *
Analyze and enhance real estate investment projects, driving feasibility studies, financial modeling, and asset management initiatives to ensure successful outcomes in development and acquisition oper...
2 days ago
BUSINESS ADVISOR, STRATEGY, ADVISORY SERVICES - Vancouver
$100K - $120K *
Unlock potential by leading strategic advisory services for SMEs. Drive operational improvements and growth, managing complex projects while acting as a trusted advisor to senior leadership teams acro...
1 week ago
$80K - $90K *
Manage the Pooled Fund Trading process, ensuring timely trading, account onboarding, and efficient settlement while collaborating with internal teams to enhance operations and mitigate risks within a...
Today
$110K - $130K *
Engage with cross-functional teams to analyze data and develop scalable solutions that enhance decision-making and operational efficiency across enterprise systems in a hybrid work environment...
2 weeks ago
Senior Underwriting Consultant, High Net Worth
$85K - $135K *
Champion the underwriting process for high-net-worth clients by assessing risks, fostering relationships, and ensuring compliance with industry standards. Help deliver exceptional service and innovati...
Reposted 2 days ago
$125K - $150K *
Drive new commercial mortgage origination while deepening borrower, broker, and lender relationships. Leverage extensive experience and a robust network to source, qualify, and fund opportunities in a...
1 week ago
Vice President, Registered Plans & Estate Settlements
$130K - $140K *
Grow your career with a strategic role overseeing registered plans and estate settlements. You'll excel in client service, manage operations, and drive innovation while collaborating across teams to e...
4 weeks ago
Director, Transactions & Operations (Deal Execution)
$125K - $150K *
Champion deal execution and operational excellence to enhance transaction processes, ensuring seamless coordination from mandate to close while nurturing professional relationships with borrowers and...
2 weeks ago