$61K - $250K *
Join a dynamic team as you build personalized financial plans, grow client relationships, and manage client portfolios. You'll receive comprehensive training and ongoing support to thrive as a financi...
5 days ago
$61K - $250K *
Help us empower clients on their financial journeys by building personalized financial plans. This entrepreneurial role focuses on client relationships, goal achievement, and business growth, offering...
Reposted 1 week ago
$110K - $120K *
Serve as a key advisor managing complex trust accounts, ensuring high-quality client service while adhering to regulatory standards. Collaborate with internal teams to promote operational efficiency a...
5 days ago
Senior Analyst Investment Accounting
$83K - $117K *
Optimize investment accounting through precise financial reporting and regulatory compliance. Collaborate with teams and enhance systems for accurate data presentation while supporting audits and assi...
1 week ago
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...
Today
Financial Business Advisor (PM&A) - Annuities
$97K - $180K *
Join a team that's pivotal in financial reporting and analysis, providing insights for strategic decisions. Collaborate across departments to enhance annuity performance, leveraging your expertise to...
1 week ago
National Sales Manager - Retirement Large Markets
$225K - $250K *
Grow your leadership skills by managing a high-performing sales team that engages with financial intermediaries to promote and sell qualified retirement plans across a defined territory, ensuring targ...
1 week ago
Lead Associate - Private Client Group
$79K - $112K *
Transform client experiences in wealth management by leading trainings, resolving complex issues, and coaching associates to ensure compliance and excellence in service delivery across the Private Cli...
5 days ago
Director - Private Equity Services
$90K - $130K *
Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...
4 days ago
Tax Specialist - High Net Worth Clients
$100K - $142K *
Transform financial futures by providing tax planning expertise to clients. Collaborate with a team to optimize tax strategies and ensure compliance with tax laws while enhancing client understanding...
Today
Portfolio Manager, Health and Wealth Distribution Operations
$150K - $180K *
Innovate by overseeing complex cross-functional projects, ensuring timely delivery and alignment with strategic objectives while leading and mentoring teams through ambiguity and change...
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...
Today
$65K - $107K *
Unlock operational excellence by serving as a vital link between clients and our service teams, streamlining claims processing and data management while enhancing client satisfaction through effective...
2 weeks ago
$110K - $130K *
Unlock potential by driving innovative investment strategies and thorough market analysis. Collaborate with teams to ensure adherence to policies, perform due diligence, and elevate the quality of inv...
3 days ago
Product Manager - Investment Products
$96K - $135K *
Champion innovative digital product strategies to enhance customer financial confidence and outcomes. Collaborate cross-functionally to deliver intuitive solutions in a highly regulated environment, i...
1 week ago
Investment Research Professional, Private Credit Secondaries
$100K - $150K *
Transform private credit investments by analyzing, sourcing, and evaluating secondary transactions, co-investments, and primaries. Collaborate globally to support strategic growth and deliver insightf...
3 weeks ago
Actuary, Asset Projection, Actuarial Governance
$115K - $220K *
Champion comprehensive asset projections and scenario generation, enhancing Life, Annuity, and Corporate strategies. Collaborate effectively, ensuring accuracy and compliance in model governance for i...
5 days ago
$90K - $120K *
Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...
Today
Senior Vice President, Business Development (BridgePort)
$150K - $200K *
Drive the future of strategic acquisitions in the RIA marketplace by leading M&A initiatives, fostering key relationships, and delivering growth opportunities that enhance value and streamline advisor...
Reposted 3 weeks ago
Investment Management Consultant II - RCS
$70K - $95K *
Elevate client relationships as a subject matter expert in managed accounts, focusing on sales, customer experience, and retention through effective collaboration with Financial Consultants and delive...
1 week ago
$87K - $123K *
Create scalable data ingestion frameworks and collaborate across teams to implement data solutions on AWS, enhancing reporting capabilities while ensuring data security and integrity. Drive performanc...
Today
Senior Equity Compensation Consultant
$79K - $112K *
Help us enhance financial literacy for high-net-worth shareholders by providing personalized guidance on equity compensation. Utilize your expertise in RSUs, stock options, and more to empower clients...
1 week ago
$70K - $95K *
Join a team that's dedicated to managing investment portfolios, conducting in-depth research, and delivering exceptional client service. Contribute to robust portfolio management while continuously en...
3 weeks ago
$120K - $180K *
Unlock strategic growth in the tokenized asset ecosystem by establishing partnerships, driving adoption, and enhancing the go-to-market strategy, while collaborating cross-functionally to achieve impa...
Today
$99K - $211K *
Champion strategic partnerships and drive innovation in the payments sector by managing a diverse client portfolio, ensuring exceptional service and fostering long-term relationships with key stakehol...
Reposted 2 weeks ago