Senior Advisor/Lead Advisor, Wealth Management
$100K - $120K *
Join our Wealth Management team to deliver exceptional financial services to high net worth clients. Collaborate in a client-first environment where your expertise and innovative strategies will enhan...
Reposted 1 week ago
Financial Wellness Consultant I
$85K - $125K *
Join a team that's focused on enhancing client financial wellness through strategic planning, relationship management, and program execution. Cultivate strong client partnerships and drive innovative...
4 weeks ago
$100K - $120K *
Optimize tax strategies for high-net-worth clients, enhancing financial plans by uncovering and applying advanced tax techniques. Collaborate with advisors to maximize tax efficiency while leveraging...
2 weeks ago
Estate Planning Specialist, Wealth Management
$80K - $95K *
Transform estate planning for high-net-worth clients by reviewing existing plans, identifying gaps, and guiding the necessary adjustments. Collaborate with advisors to design a new process that priori...
3 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 month ago
Investment Compliance Technical Lead
$125K - $150K *
Empower a transformative project at a leading asset manager, bridging compliance and technology to redefine Investment Management Agreements into a structured, searchable system that mitigates risks a...
Reposted today
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...
4 weeks ago
$94K - $115K *
Empower our growth by leading day-to-day Deal Desk operations, optimizing processes, and collaborating cross-functionally to create scalable, high-quality deal structures that enhance revenue, custome...
2 weeks ago
$110K - $130K *
Tackle data-driven decisions as a senior product analyst, owning A/B testing design and analysis while collaborating across teams to enhance user experience and drive growth through insightful experim...
Reposted today
$110K - $130K *
Engage with customers to maximize value from FinOps solutions, fostering collaboration across teams to enhance customer success and adaptability in cloud cost management, while advocating for their ne...
Reposted 4 weeks ago
Senior Salesforce Business Analyst
$115K - $130K *
Transform operational workflows and enhance efficiency by leading analysis and development initiatives. Collaborate with diverse stakeholders to design and implement scalable Salesforce solutions, opt...
Yesterday
$110K - $136K *
Elevate clinician productivity by driving solution adoption, optimizing workflows, and delivering impactful training. Collaborate with healthcare teams to enhance outcomes and ensure successful implem...
6 days ago
Associate Director- Model Audit, Model Build and Transactions Advisory
$120K - $150K *
Drive excellence by leading model audits and mentoring a dynamic team. Collaborate on complex financial models, ensuring accuracy and strategic growth, while enhancing methodologies to deliver top-not...
Reposted yesterday
Senior Finance Analyst - Middle Market
$71K - $125K *
Elevate financial performance by driving strategic market expansion. Collaborate with senior leaders, leveraging strong analytical skills to foresee opportunities and risks while enhancing profitabili...
Reposted 1 week ago
Manager, Business Enterprise Systems
$110K - $130K *
Collaborate to enhance and optimize business-critical systems of record. Lead a talented development team while engaging with cross-functional leaders to translate operational challenges into innovati...
1 week ago
Director, Partnerships - Retail Equity Capital
$150K - $180K *
Empower your career by driving Wealthsimple's retail equity capital strategy. Lead strategic partnerships and initiatives in a dynamic, high-impact environment, enhancing investment opportunities and...
Reposted 1 week ago
Senior Software Engineer - Investments
$200K - $250K *
Champion innovative and scalable Trading & Custody systems by leading cross-functional projects and collaborating closely with product and compliance teams, while inspiring the engineering team with a...
Reposted today
$80K - $128K *
Join our dynamic team to recruit, train, and develop new advisors, fostering their business growth in financial services. Play a pivotal role in coaching and building client relationships, driving suc...
1 week ago
Manager, Growth: Active Traders
$100K - $120K *
Empower our trading and crypto growth by leading performance marketing, optimizing user journeys, and boosting engagement. Drive demand generation, manage media campaigns, and collaborate cross-functi...
Reposted today
Senior Lead, Partnerships (Perks & Rewards)
$110K - $130K *
Shape the future of client engagement by managing robust perks and rewards programs. Drive partnerships, optimize client experiences, and enhance financial relationships through innovative credit card...
2 days ago
$100K - $110K *
Empower clients through personalized legal consultations, assessing rights and obligations while delivering tailored strategies. Collaborate within a dedicated team to enhance accessibility and naviga...
3 weeks ago
$140K - $190K *
Manage and lead compliance efforts for Canadian consumer lending, ensuring adherence to federal and provincial regulations. Collaborate with various stakeholders to maintain compliance and foster a cu...
4 weeks ago
$110K - $180K *
Partner with us to deliver advanced financial, legal, and tax planning solutions. Collaborate with advisors and clients to drive strategy and education, enhancing the effectiveness of estate and wealt...
1 week ago
Staff Content Designer, Investing
$110K - $130K *
Collaborate with product teams to craft clear, engaging content that simplifies complex financial concepts for users, leveraging AI to enhance product experiences and streamline content processes...
Reposted 2 weeks ago
Account Executive, New Business - Financial Services
$121K - $213K *
Accelerate progress at the forefront of B2B SaaS sales, driving new business in Financial Services. Leverage your experience and network to exceed targets, build relationships, and enhance the company...
1 week ago