Lead Technical Operations Analyst
$96K - $135K *
Champion operational excellence by providing production support and automation for financial services. Lead initiatives to ensure compliance, mitigate issues, and enhance application performance while...
1 week ago
$90K - $120K *
Join a team that's dedicated to optimizing estate and tax strategies for High Net Worth clients. You will directly engage with clients, guiding their decision-making while collaborating with internal...
1 week ago
Manager - Private Equity Advisory
$120K - $150K *
Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...
3 weeks ago
Vice President, Wealth Enablement
$204K - $230K *
Innovate training strategies and content systems to empower client-facing teams. Drive scale and adoption, shaping advisor capabilities while enhancing client experiences through AI and data-driven ap...
1 week ago
Manager, Client & Advisor Experience
$100K - $125K *
Shape the future of advisor technology by leading a high-performing team dedicated to enhancing the client and advisor experience through innovative solutions and effective partnerships...
3 weeks ago
Vice President, Client Reporting Support Manager
$120K - $150K *
Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...
3 weeks ago
Solutions Architect (Wealthtech)
$145K - $174K *
Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...
Reposted 2 weeks ago
$80K - $95K *
Unlock potential by supporting advanced estate and tax planning services, conducting research, and preparing materials for team collaboration, ensuring high-quality support for clients and advisors th...
Reposted today
Estate Planning Partner - UHNW
$250K - $400K *
Join our team to lead and shape estate planning strategies for ultra-high net worth families. As a primary advisor and expert, you will drive exceptional outcomes and collaborate with senior wealth ad...
3 days ago
Senior Investment Strategist - Private Wealth
$141K - $207K *
Join a team that's focused on crafting tailored investment solutions for high-net-worth clients, utilizing expert insights to drive strategy and asset allocation in a dynamic investment management env...
3 weeks ago
Senior Investment Strategist - Private Wealth
$141K - $207K *
Innovate investment strategies as a Senior Investment Strategist, leveraging your expertise to create tailored solutions for high-net-worth clients, fostering growth and maximizing asset potential wit...
3 weeks ago
Manager, Estate Settlement Advisor - Commerce Trust
$137K - $163K *
Reimagine wealth management by leading a team of Estate Settlement Advisors, guiding high-net-worth clients through complex estate settlements while enhancing multigenerational relationships and ensur...
2 weeks ago
Wealth Management-Investment Portfolio Manager
$111K - $131K *
Elevate your career by overseeing client portfolios and investments, enhancing relationships, and supporting financial planning. Leverage technology to drive efficiency and foster meaningful client en...
Today
Instruction Design Program Manager
$87K - $123K *
Champion the design and management of complex learning solutions, partnering with stakeholders to deliver impactful, high-quality instructional programs that meet business goals and enhance learner ex...
4 days ago
Sr Analyst Technical Operations
$79K - $112K *
Lead the charge in enhancing technical operations by automating and supporting crucial production processes, diagnosing issues, and collaborating with development teams to optimize system performance...
2 weeks ago
$90K - $120K *
Elevate client trading experiences by managing equity and ETF orders efficiently, ensuring compliance while providing key insights and strategies to financial advisors and clients in a dynamic, collab...
3 weeks ago
$90K - $120K *
Tackle meaningful financial challenges by leading client relationships and driving business growth. Join us in offering exceptional advisory services while leveraging your entrepreneurial spirit and e...
3 weeks ago
Director Data Products & Strategy
$138K - $200K *
Transform enterprise data products and strategy by guiding a skilled team, aligning data governance with business goals, and driving innovative, compliant solutions that empower decision-making in a r...
3 days ago
Experienced Financial Professional (US Only; Professional Designations Required)
$80K - $120K *
Engage in impactful financial planning by educating clients on personal finance, developing content, and collaborating on growth strategies, while enjoying flexible hours and leveraging advanced techn...
3 weeks ago
Controller - Investment & Fiduciary Services
$143K - $169K *
Shape the future of financial reporting by leading and optimizing accounting operations for investment and fiduciary services. Drive accuracy, compliance, and excellence while managing a talented team...
Reposted 3 weeks ago
Personal Trust Administration Assistant Manager- Remote Offices
$75K - $95K *
Lead the administration of complex trust accounts, providing guidance and oversight to Trust Officers. Ensure compliance with regulations while partnering with leadership to enhance trust practices ac...
2 weeks ago
Personal Trust Administration Assistant Manager- Remote Offices
$75K - $95K *
Lead the charge in trust administration as you oversee complex accounts, guide remote teams, and ensure compliance with regulations while developing client relationships and delivering exceptional ser...
2 weeks ago
$61K - $250K *
Transform lives and build your business as a financial advisor, providing tailored financial planning services. Unlock earning potential through a performance-based compensation structure in a support...
Today
$61K - $250K *
Transform client lives by providing tailored financial solutions while building your own practice. Through robust training and support, drive your entrepreneurial ambition and achieve uncapped earning...
Today
$61K - $250K *
Shape the future of financial advisory by building client relationships and crafting personalized financial plans. Leverage training and proprietary tools to drive success in a performance-based incom...
Today