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$96K - $135K *

Champion a high-performing team focused on delivering quality fiduciary advice and education. Drive onboarding, coaching, and performance management to enhance team success and participant satisfactio...

US-AnywhereRemote

4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$180K - $268K *

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

US-AnywhereRemote

1 week ago

  •   11 - 15 years exp.  •   Finance & Insurance

$70K - $95K *

Lead client engagement strategies within a dynamic team, enhancing relationships and delivering tailored wealth management solutions for Mass Affluent clients. Drive client satisfaction and loyalty th...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $110K *

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$120K - $150K *

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$96K - $207K *

Grow client relationships by providing expert fiduciary advice, ensuring compliance with legal standards, and optimizing trust management strategies to enhance financial outcomes for clients and their...

US-AnywhereRemote

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$85K - $110K *

Join a team that's dedicated to empowering financial advisors with mentorship and strategic support. Your leadership will enhance their engagement with financial institutions, driving growth and succe...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $130K *

Empower high-net-worth lending by analyzing alternative investment collateral. Partner with cross-functional teams to drive risk assessment and innovative underwriting solutions in a dynamic, challeng...

5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $110K *

Empower ultra-high-net-worth clients by managing relationships, implementing investment strategies, and leading operational processes. Collaborate with teams to provide comprehensive wealth management...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$120K - $150K *

Optimize team performance by coaching Wealth Advisors while fostering collaborative relationships. Drive growth in client base through strategic leadership and enhance service quality in a dynamic inv...

5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$50K - $150K *

Join a team that's dedicated to delivering personalized financial strategies. Engage with clients to analyze their needs, provide expert advice on diverse financial products, and foster lasting relati...

US-AnywhereIn-Person

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$151K - $220K *

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

US-AnywhereRemote

Today

  •   8 - 10 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $150K *

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $125K *

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$105K - $110K *

Unlock potential by driving financial insights and analysis to support strategic decision-making and enhance operational performance across the organization. Collaborate closely with teams to provide...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$75K - $130K *

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$140K - $150K *

Transform your career with dynamic opportunities as you lead deal teams, manage client relations, and execute transactions in the evolving energy sector. Join a collaborative environment focused on pe...

5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$205K - $360K *

Shape the future of client wealth management by cultivating strong relationships, developing customized strategies, and orchestrating holistic financial solutions for diverse client needs across multi...

Reposted 4 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $150K *

Execute complex trading strategies while building relationships with institutional clients. Analyze market conditions and provide insights to maximize trading outcomes, all in a dynamic, collaborative...

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$180K - $210K *

Innovate as a senior investment specialist, bridging alternatives, income, ETFs, and portfolio construction to enhance client engagement and drive strategic growth across diverse investment landscapes...

4 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$85K *

Shape the future of Technology finance by leading complex deals, fostering relationships, and guiding a high-performing team. Drive strategic initiatives while executing equity, debt, and M&A transact...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$115K - $150K *

Pioneer financial due diligence by managing buy-side and sell-side engagements, analyzing financial statements, and guiding clients through acquisition decisions while collaborating with top managemen...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$87K - $123K *

Lead the administration and management of client equity compensation plans, ensuring accurate execution, compliance, and client satisfaction. Act as a trusted advisor and technical expert in stock opt...

US-AnywhereRemote

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$85K - $100K *

Contribute to impactful people strategies by supporting leadership initiatives, coordinating communications, and driving project delivery while collaborating across functions to ensure effective opera...

4 days ago

  •   Less than 5 years exp.  •   Business Services