Sr. Enterprise Client Solutions Consultant (Investment Management)
$112K - $175K *
Elevate client success by architecting tailored solutions for onboarding and implementation projects, collaborating with cross-functional teams to align with the Addepar ecosystem while ensuring top-t...
2 weeks ago
Senior Associate, Investment Operations & Asset Management
$130K - $160K *
Partner with us to drive operational excellence in commercial real estate, focusing on transaction execution, asset management support, and collaboration with diverse teams. Enhance reporting processe...
Reposted 4 days ago
Infrastructure Investments Analyst
$100K - $110K *
Analyze infrastructure investments, conduct due diligence, and support transaction execution, leveraging financial modeling in a dynamic team environment to drive portfolio performance and client rela...
2 weeks ago
Senior Analyst / Senior Associate, Portfolio Management, Real Assets
$150K - $175K *
Drive exceptional portfolio management strategies, execute complex transactions, and support senior management decisions within a collaborative team focused on diverse investment strategies and rigoro...
2 weeks ago
$118K - $157K *
Unlock potential by driving financial integrity and strategic CAPEX evaluation across geographies, serving as a key partner between technical and finance teams to ensure value creation aligned with co...
2 weeks ago
Regulatory and Compliance, Registered Funds - Senior Vice President
$190K - $225K *
Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...
5 days ago
Regulatory and Compliance, Registered Funds - Senior Vice President
$190K - $225K *
Seeking an experienced compliance leader to oversee regulatory initiatives for registered funds, working collaboratively with various teams to ensure adherence to the Investment Company Act, while man...
6 days ago
$150K - $200K *
Join a team that's poised for growth, building a registered broker-dealer from the ground up. Lead initiatives in M&A advisory and capital markets execution with an entrepreneurial spirit, shaping str...
3 weeks ago
$80K - $85K *
Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...
1 week ago
Wealth Management Client Analytics Director
$170K - $215K *
Transform the wealth management analytics landscape by leading strategies that drive data-informed insights, enhance client engagement, and catalyze business growth through predictive analytics and co...
2 weeks ago
$85K - $95K *
Lead effective client interactions by providing insightful support for high-net-worth investors navigating complex private portfolios. Collaborate across teams to enhance client experiences and streng...
2 weeks ago
$120K - $165K *
Champion client relationships by providing strategic consulting and support for retirement plans. Manage ongoing client engagement, resolve issues, and foster profitability while enhancing service del...
4 weeks ago
Vice President, Auditor, Markets and Wealth Services
$68K - $160K *
Deliver comprehensive audit leadership and insights by overseeing complex assignments within financial services. Manage all phases of audit execution, drive stakeholder engagement, and leverage analyt...
1 week ago
Vice President, Auditor, Markets and Wealth Services
$68K - $160K *
Champion complex audit projects for global markets, focusing on Clearing Broker Dealer. Collaborate with stakeholders, drive assessments, and implement innovative solutions to enhance audit effectiven...
1 week ago
Director/MD, National Accounts - Private Wealth Solutions
$200K - $275K *
Shape strategic partnerships with key private wealth platforms, enhancing product adoption and engagement across major distribution channels. Drive national account strategies while collaborating cros...
3 weeks ago
Senior Registered Private Client Associate - Garden City, NY
$75K - $90K *
Transform client experiences by collaborating with Financial Advisors to manage relationships, implement productivity campaigns, and ensure operational excellence in a dynamic environment focused on c...
1 week ago
Outside Counsel Invoice Auditor
$108K - $133K *
Champion the evolution of legal operations by enhancing invoice management processes and tools, collaborating with internal teams and outside counsel, and driving innovation while providing functional...
1 week ago
AVP/VP, Portfolio Manager, External Managers - Equities
$150K - $210K *
Innovate as you partner with top investment managers to capture global equity opportunities. Conduct in-depth analyses and manage hedge fund portfolios, contributing to a dynamic investment strategy w...
2 weeks ago
VP, End Client Strategy and Experience
$159K - $266K *
Shape the future of end client experiences by executing strategic initiatives that enhance satisfaction, retention, and growth through data-driven insights and collaboration across enterprise function...
6 days ago
Senior Vice President, Compliance & Control (Investments Compliance)
$150K - $200K *
Lead the development and execution of compliance programs for affiliated investment advisers, ensuring adherence to regulatory frameworks while collaborating with senior management to mitigate complia...
1 week ago
Executive Director, Estate Planning
$225K - $250K *
Champion advanced estate planning for HNW/UHNW clients. Lead strategy development, advisor partnerships, and enhance client engagement. Drive thought leadership and collaboration in a dynamic team env...
3 weeks ago
$80K - $153K *
Champion real-time risk insights and drive market-moving decisions by shaping frameworks and enhancing risk methodologies while collaborating with stakeholders in a fast-paced Prime Services environme...
Reposted 4 days ago
$85K - $92K *
Drive client success by managing key accounts, renewing subscriptions, and identifying growth opportunities. Collaborate closely with cross-functional teams while enhancing relationships and increasin...
2 weeks ago
$95K - $125K *
Transform client engagement by streamlining transaction processes, onboarding new accounts, and enhancing user experience on the Canvas platform. Collaborate with teams to solve complex issues and ens...
Reposted 1 week ago
$95K - $125K *
Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...
Reposted 1 week ago