Director, Wealth Management Coach-New York, NY
$155K - $167K *
Join a dynamic team to empower Wealth Management associates through effective coaching, collaboration, and client engagement strategies, driving successful financial solutions tailored to unique clien...
Reposted 4 days ago
Director, Wealth Management Coach-New York, NY
$155K - $167K *
Elevate your career by coaching client-facing Wealth Management associates to provide tailored financial solutions, driving impactful results through collaborative engagement and effective practice ma...
Reposted 4 days ago
Institutional Senior Investment Advisor - New York, New York
$124K - $186K *
Lead the charge in delivering exceptional investment strategies to institutional clients, driving asset growth and fostering impactful relationships while mentoring junior team members in a collaborat...
1 week ago
Trust & Estate Planning Specialist
$220K - $260K *
Join a team that's committed to providing expert tax, trust, and estate planning services for high-net-worth clients while leveraging technology and collaboration with industry experts to deliver tail...
3 weeks ago
Attorney (Estate Planning Strategist)
$90K - $130K *
Champion estate planning strategies for high net worth clients, collaborating independently with advisors and managers nationwide. Provide legal insights while leading a service specialist, staying cu...
2 weeks ago
Paralegal, Strategic Transactions
$100K - $130K *
Support corporate attorneys with diverse transactional tasks, manage documents, and enhance workflows. Ideal for proactive professionals ready to thrive in a dynamic environment while contributing to...
1 week ago
Wealth Advisor - Valley Stream, NY
$105K - $250K *
Grow your career with a client-focused role that empowers you to create personalized wealth management strategies while collaborating with diverse partners to enhance financial opportunities for clien...
Reposted 6 days ago
Wealth Advisor - Valley Stream, NY
$105K - $250K *
Join a team dedicated to crafting personalized financial strategies for clients, leveraging a collaborative culture to enhance client relationships and grow your wealth management practice while achie...
Reposted 6 days ago
Associate Director, State Government Affairs
$131K - $248K *
Reimagine state government relations by managing legislative initiatives and stakeholder engagement. Analyze and communicate key regulatory impacts, prepare strategic communications, and lead negotiat...
2 weeks ago
Associate Director, State Government Affairs
$131K - $248K *
Unlock your potential in government relations by monitoring state legislation, analyzing regulatory impacts, and advising senior leadership. Collaborate with stakeholders and represent the organizatio...
2 weeks ago
Associate, Wealth Management Finance (Advisor Channel)
$100K - $115K *
Unlock your potential in finance by supporting Wealth Management operations through analysis, reporting and strategic insights. Engage collaboratively across teams while ensuring effective financial r...
3 weeks ago
Client Services - Alternative Investments
$100K - $130K *
Unlock client solutions by providing exceptional support to the Business Development team, coordinating documentation, and enhancing workflow efficiency. Collaborate with clients and teams to manage f...
2 weeks ago
$98K - $102K *
Lead the charge in managing investment accounting for a $7.6 billion endowment. Collaborate with internal and external partners, ensure timely financial transactions, and uphold financial controls whi...
3 weeks ago
Asset Manager Solutions, International - Assistant Vice President
$110K - $130K *
Drive strategic initiatives by partnering with alternative asset managers to onboard, structure, and distribute private market funds. Collaborate cross-functionally to enhance operational efficiency a...
3 weeks ago
Business Development Director - Investment Management Practice
$189K - $303K *
Drive strategic business development within Investment Management, collaborating across practices to enhance client relationships, identify growth opportunities, and execute initiatives that strengthe...
2 weeks ago
Supervisory Officer, UBS Wealth Advice Center
$100K - $120K *
Discover rewarding opportunities in risk management by driving compliance initiatives and ensuring adherence to operational policies. Collaborate with a dynamic team while supporting Financial Advisor...
Reposted 2 weeks ago
ED, Alternative Investments Attorney
$165K - $275K *
Collaborate with a dynamic team to provide legal counsel on complex alternative investments, navigating regulatory landscapes while directly influencing transaction strategies and investor relations i...
2 weeks ago
Regional Vice President, New Client Development
$225K - $250K *
Lead client acquisition initiatives by collaborating with financial advisory teams to drive business growth and enhance wealth management solutions for high net worth individuals, ensuring exceptional...
Yesterday
Regional Vice President, New Client Development
$225K - $250K *
Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...
2 weeks ago
Director, Program Relationship Manager
$150K - $180K *
Build and strengthen relationships with third-party asset managers, enhancing managed investing solutions. Drive collaboration across teams while overseeing strategy launches and ongoing governance, e...
3 days ago
VP, Financial Consultant - Forest Hills, NY
$125K - $150K *
Elevate your career as you provide expert financial guidance, managing client wealth through strategic planning and strong relationship-building, while collaborating with a dedicated team to exceed cl...
Reposted 6 days ago
$105K - $250K *
Transform client financial futures by delivering tailored strategies and cultivating lasting relationships. Collaborate in a dynamic team environment while expanding wealth management practices to mee...
Reposted 6 days ago
$145K - $155K *
Collaborate with traders to optimize execution strategies, analyze market trends, and support investment decisions through data-driven insights and research. Engage in hands-on projects that impact gl...
1 week ago
Senior Technical Business Analyst
$200K - $225K *
Empower strong collaboration and drive successful outcomes by partnering with cross-functional teams to define requirements, document processes, and deliver robust technology solutions across business...
1 week ago
$100K - $120K *
Transform investment performance by coordinating strategic resources, optimizing access to insights, and fostering collaboration among investment teams. Serve as a central hub for information flow and...
1 week ago