VP, Regional Planning Consultant- Brea/ Torrance, CA
$118K - $226K *
Develop associates' skills through mentorship and support, enhancing consultative selling practices and fostering growth in financial planning expertise for optimal client experiences...
3 days ago
VP, Regional Planning Consultant- Brea/ Torrance, CA
$118K - $226K *
Champion the development of financial advisors through tailored coaching and mentorship, enhancing their consultative selling skills and deepening client relationships across a dynamic planning cultur...
3 days ago
Regional Vice President of Sales (Lower Midwest)
$100K *
Engage with high-net-worth clients, converting prospects to loyal partners. Leverage provided leads and support to educate about wealth management solutions while developing your sales expertise in a...
1 week ago
Transaction Advisory Services Manager
$117K - $158K *
Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...
3 days ago
$107K - $131K *
Optimize financial performance by analyzing complex data, developing models, and supporting strategic decision-making. Collaborate with leaders to enhance reporting and forecasting accuracy while guid...
3 weeks ago
Managing Director, Investment Banking // Mergers & Acquisitions (M&A)
$500K+*
Strategize client engagements in M&A, lead key initiatives, and cultivate relationships to drive success in the middle market investment banking sector. Engage with leadership and deliver high-impact...
2 days ago
Finance & Investment Funds Pursuits & Directories Sr Manager
$146K - $232K *
Engage in high-stakes project management and strategic business development by leading the creation of compelling RFPs and pitches, collaborating with stakeholders to enhance the firm's market positio...
1 week ago
Senior Estate Officer - Senior Fiduciary Specialist
$92K - $145K *
Collaborate with clients and stakeholders to expertly administer fiduciary accounts, ensuring compliance with legal standards and enhancing client relations while driving process improvements and ment...
Reposted 3 days ago
Vice President, Client Service - Conventional Trust Client Platform
$68K - $179K *
Join a team that's enhancing client satisfaction through expert service leadership. Drive initiatives, build lasting relationships, and collaborate across teams to deliver exceptional client experienc...
4 weeks ago
$120K *
Explore a rewarding career in financial services, where you'll impact lives by guiding clients through financial challenges, building strong relationships, and presenting tailored solutions for their...
4 weeks 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...
3 days ago
Regional Vice President of Sales (Rust Belt)
$100K *
Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...
1 week ago
Regional Vice President of Sales (Pacific)
$100K *
Engage with high-net-worth clients and convert prospects into loyal clients by effectively showcasing wealth management solutions. Drive growth in the Pacific Region with ongoing support and resources...
1 week ago
$70K - $130K *
Grow and manage a diverse commercial loan portfolio while fostering client relationships. Responsible for credit quality monitoring, underwriting, and cross-selling bank products to ensure best-in-cla...
5 days ago
Investment Banking Analyst, Media - Los Angeles
$110K - $135K *
Join our dynamic team as an Analyst, where you'll perform financial analysis, conduct industry research, and support senior bankers in high-stakes client interactions and strategic advisory activities...
Reposted 3 weeks ago
Senior Architect (Higher Education)
$90K - $130K *
Empower design excellence by leading teams on innovative higher education projects. Drive technical precision, mentor staff, and ensure quality across all phases from conception through construction...
2 days ago
Investment Banking Director OR Managing Director, Engineered Products
$213K - $445K *
Advance your career by driving M&A transactions and strategic advisory solutions. Leverage client management and business development skills across various industries while mentoring junior bankers in...
3 weeks ago
$90K - $100K *
Help us redefine wealth management by leading client relationships and strategy implementation. As a Senior Financial Advisor, you will mentor junior colleagues while driving business development and...
Reposted 3 days ago
$120K *
Empower clients by guiding them through financial hurdles while delivering tailored solutions. In this role, you'll help individuals and families enhance their financial well-being through expert advi...
4 weeks ago
Sales Executive Insurance Investment Software
$110K - $180K *
Champion growth in the US insurance sector by driving sales of innovative technology and accounting solutions, managing prospects, and focusing on client relationships to achieve high close rates and...
Reposted 1 week ago
Transaction Advisory Consulting Manager
$110K - $130K *
Empower clients by leading consultation projects, managing teams, and delivering exceptional service. Drive strategic objectives and foster professional growth for junior staff while ensuring project...
3 days ago
$151K - $220K *
Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...
2 weeks ago
$120K - $160K *
Champion the optimization of business processes and bridge gaps between stakeholders and tech teams in financial services. Guide system implementations and enhance loan origination experience through...
Reposted 3 days ago
$70K - $95K *
Partner with us to enhance financial strategies, providing expert planning and analysis for clients. Drive comprehensive financial solutions and foster ongoing relationships within the financial servi...
1 week ago
Retirement Plan Solutions Consultant
$76K - $100K *
Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...
2 days ago