Manager, Advisor Platform Product Management
$110K - $130K *
Play a key role in managing the Advisor Platform team, guiding product development and ensuring alignment with business goals. Foster collaboration between technology and business stakeholders to deli...
Reposted 1 week ago
Implementation Manager, Enterprise PST
$100K - $120K *
Drive successful Enterprise onboarding for complex customer accounts. Lead consultative discovery, configure technical foundations, and ensure effective resource integration while mentoring team membe...
2 days ago
Principal, Investments (Tax & Preferred Equity)
$300K - $500K *
Partner with us to lead tax and preferred equity investments, executing complex transactions while mentoring junior team members and collaborating across teams to drive sustainable energy solutions...
2 weeks ago
$110K - $145K *
Take ownership of client finance management and forecasting, guiding a team in project accounting, contract assessments, and stakeholder reporting to enhance financial operations and drive efficiencie...
Yesterday
Senior Digital Product Manager - Digital Advice
$120K - $145K *
Champion the digital product experience for wealth management, integrating insights from advisors and clients to enhance portfolio management, reporting, and advice delivery while aligning cross-funct...
Yesterday
$71K - $145K *
Champion the management of closely held assets within fiduciary structures, focusing on portfolio administration, financial analysis, and compliance. Collaborate with internal teams to support investm...
1 week ago
Accounting Manager – Income & Yield Forecasting (PAY Group)
$112K - $128K *
Lead and enhance income and yield forecasting for diverse investment strategies, collaborating with stakeholders to provide analyses that shape critical business decisions. Manage a high-performing te...
1 week ago
Associate Director, Wealth Advisor
$100K - $120K *
Transform the client acquisition landscape by partnering with senior leaders to build a proactive pipeline, source referrals, and engage in high-quality planning conversations. This role is ideal for...
3 weeks ago
$80K - $95K *
Drive growth by managing and expanding relationships with fintech and banking partners, collaborating across teams to deliver innovative payment solutions and ensure revenue success in the dynamic Nor...
1 week ago
Financial Markets & Real Estate - Treasury Consultant Manager
$99K - $252K *
Lead and inspire teams as a Treasury Consultant Manager, optimizing client financial strategies through advanced modeling, innovative solutions, and comprehensive guidance while fostering development...
Yesterday
$130K - $160K *
Empower your career by leading AI engineering teams to deliver innovative solutions. Oversee modernization initiatives and enhance AI proficiency within a dynamic, integrated environment, driving perf...
3 weeks ago
$178K - $223K *
Drive strategic partnerships by aligning with product vision, ensuring seamless integration of external technology partners, enhancing operational efficiency, and fostering a collaborative environment...
1 week ago
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
$87K - $123K *
Engage with clients by leading a dedicated wealth advisory team to deliver tailored financial strategies that foster long-term success and relationship building in a personal and strategic manner for...
2 weeks ago
Product Marketing Manager, International Markets & Family Offices
$106K - $166K *
Drive effective product marketing strategies for the single-family office segment across EMEA, LATAM, and APAC. Collaborate with sales and product teams to tailor messaging and go-to-market campaigns...
1 week ago
Product Manager, Sales Technology
$250K - $305K *
Drive the transformation of a widely used CRM product by leading its evolution to an AI-native, headless model. Shape the product strategy and unify cross-functional teams while enhancing user experie...
1 week ago
Manager, Economic Development and Capital Formation
$59K - $236K *
Engage in strategic economic development initiatives by guiding clients through complex real estate projects, fostering collaborative environments, and managing an impactful team, driving growth and e...
1 week ago
$90K - $105K *
Reimagine your career as you oversee multifamily asset performance, driving strategic improvements and engaging with management partners across Texas, while enhancing value in a diverse portfolio with...
3 weeks ago
$110K - $130K *
Unlock your potential by leading financial analysis for multi-billion dollar tech investments. Collaborate cross-functionally to enhance decision-making and drive operational excellence in a fast-pace...
Reposted 1 week ago
Sr Specialist, Digital Product Manager
$110K - $130K *
Transform your career by leading digital product initiatives. Collaborate with cross-functional teams to create exceptional client experiences while advocating for agile methodologies and data-driven...
2 days ago
Senior Associate, Digital Product Manager
$100K - $112K *
Shape the future of digital product management by owning features on a client engagement platform, collaborating across teams, and developing investment analytics and account servicing expertise to en...
4 weeks ago
Director, Investment Product Sales
$175K - $225K *
Drive asset growth by accelerating adoption of investment solutions through strategic relationship-building and commercialization initiatives in the RIA, broker-dealer, and asset management channels...
1 week ago
$125K - $150K *
Architect a dynamic Sales Team to drive B2B SaaS solutions in the Real Estate sector. Leverage 10-15 years of experience to mentor, strategize, and enhance revenue outcomes while fostering C-level rel...
2 weeks ago
Vice President, Operations Digitalization
$150K - $225K *
Unlock potential by driving AI and digital transformation initiatives across Global Operations, enhancing efficiency and scalability, while leading a focused team to deliver actionable business outcom...
1 week ago
$80K - $95K *
Champion operational excellence while leading a team of Community Managers across BTR properties. Drive performance, enhance customer service, and ensure adherence to policies and procedures through s...
5 days ago
Senior Business Development Manager - Capital Markets
$150K - $180K *
Lead the charge in expanding narrow banking solutions across global financial markets. Engage institutional clients to optimize capital flows and enhance digital asset integrations, driving strategic...
4 weeks ago