$100K - $145K *
Lead and mentor financial planning associates, delivering quality support to advisors while managing team performance and ensuring compliance with planning standards and best practices...
Today
Product Manager, Investment Platform
$110K - $125K *
Join a team that's driving innovation across our Investment Platform. Collaborate with diverse stakeholders to enhance trading, billing, cash management, and client reporting processes, while ensuring...
3 weeks ago
$82K - $137K *
Contribute to comprehensive financial planning by supporting senior advisors, engaging with clients, and enhancing service delivery. Utilize your expertise to drive client success, maintain accurate r...
Today
Director, MAP, Equity, Retail, & Capital Formation
$154K - $299K *
Lead operational excellence by overseeing the membership application program, managing a talented team while ensuring compliance with regulatory standards and enhancing organizational effectiveness th...
Yesterday
Director, MAP, Equity, Retail, & Capital Formation
$154K - $299K *
Champion operational leadership in membership applications, guiding a talented team through compliance and risk management processes while collaborating across departments to enhance regulatory initia...
Yesterday
Planning Consultant - Reston, VA
$66K - $125K *
Empower clients by delivering personalized financial planning that deepens relationships, creates tailored strategies, and leverages innovative technology to achieve impactful financial outcomes align...
3 days ago
$70K - $95K *
Join a dynamic team to oversee and manage investment portfolios, conduct market analysis, and collaborate with stakeholders to ensure optimal portfolio performance and compliance with industry standar...
2 weeks ago
$70K - $95K *
Take ownership of international financial management for FMS/BPC cases, ensuring accurate data handling, transaction verification, and case closure through strategic engagement and process improvement...
3 weeks ago
Senior Client Development, Private Wealth
$100K - $150K *
Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...
1 week ago
Vice President, Enforcement Senior Advisor & Operations
$192K - $379K *
Lead the charge in shaping Enforcement's strategic direction through expert operational guidance and decision-making, fostering collaboration, innovation, and excellence across teams while serving as...
1 week ago
Vice President, Enforcement Senior Advisor & Operations
$192K - $379K *
Join us as a strategic leader to enhance Enforcement's operations and drive regulatory excellence. Collaborate across teams, provide expert guidance, and innovate in tackling complex challenges to sup...
1 week ago
Wealth Advisor, Annapolis, DC or No.VA area.
$128K - $213K *
Lead client relationships and drive growth by creating tailored wealth management strategies. Collaborate with diverse teams to ensure comprehensive financial solutions are aligned with client goals...
Reposted 1 week ago
Senior Manager, Workplace Planning & Advice
$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...
5 days ago
VP, Head of Investment Accounting
$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...
1 week ago
Director, Transaction Advisory Services
$190K - $220K *
Lead financial due diligence engagements, manage client relationships, mentor team members, and contribute to practice growth. Act as a trusted advisor in high-stakes transactions across diverse indus...
Today
$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...
1 week ago
Wealth Advisor - PNC Wealth Management
$75K - $125K *
Innovate client investment and insurance strategies while developing strong relationships. Drive business growth through consultations and comprehensive financial plans, ensuring exceptional service a...
Reposted 3 weeks ago
Wealth Advisor - PNC Wealth Management
$75K - $125K *
Transform client financial outcomes by crafting tailored investment and insurance strategies. Engage in business development, coaching peers, and fostering exceptional client relationships to drive su...
Reposted 3 weeks ago
Principal Analyst, Advertising Regulation
$112K - $202K *
Join a team that's committed to analyzing communications of FINRA firms, collaborating with regulators, and ensuring compliance through quality control while providing guidance and support to team mem...
Yesterday
Principal Analyst, Advertising Regulation
$112K - $202K *
Empower the review of FINRA firms’ communications through detailed analyses, collaboration with regulatory partners, and team leadership to ensure compliance with industry standards and promote invest...
Yesterday
$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...
3 weeks ago
$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...
3 weeks ago
$126K - $157K *
Engage clients with personalized financial strategies while driving retention and new business growth. This role involves portfolio reviews and expert communication to enhance client satisfaction and...
1 week ago
VP, Financial Consultant - Washington, DC (City Center)
$120K - $150K *
Unlock potential by delivering comprehensive wealth management and financial planning to clients, fostering lasting relationships, and driving practice growth through collaboration and expert advice i...
1 week ago
$75K - $90K *
Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...
Today