Senior Manager, Workplace Planning & Advice
$96K - $135K *
Champion a high-performing team focused on delivering quality fiduciary advice and education. Drive onboarding, coaching, and performance management to enhance team success and participant satisfactio...
5 days ago
$80K - $120K *
Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...
Yesterday
$146K - $203K *
Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...
5 days 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...
3 weeks ago
$100K - $135K *
Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...
2 weeks ago
$162K - $180K *
Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...
4 days 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...
Today
VP, Head of Investment Accounting
$180K - $268K *
Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...
1 week ago
$133K - $212K *
Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...
4 days ago
$182K - $218K *
Champion effective project execution by leading diverse teams and managing complex portfolios. Your strategic vision will drive alignment with organizational objectives and enhance operational efficie...
3 weeks ago
$145K - $182K *
Unlock potential by leading cross-functional teams to effectively manage and execute complex project portfolios. Collaborate with senior leaders to align projects with organizational priorities, optim...
3 days ago
$72K - $101K *
Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...
1 week ago
Alternative Investment Strategist
$180K - $275K *
Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...
1 week ago
Wealth Investment & Portfolio Management Platforms Senior Manager
$112K - $210K *
Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...
Reposted today
Senior Team Manager, Trust Administration
$90K - $120K *
Lead a team of Trust Officers in managing high-touch personal trust accounts while ensuring compliance with regulations. Foster client relationships and mentor team members to deliver exceptional serv...
Reposted 1 week ago
Senior Investment Management Associate
$70K - $95K *
Support high-quality investment management through accurate data reporting, portfolio analytics, and smooth operational processes within a collaborative team environment...
1 week ago
Administrative Program Manager
$110K - $120K *
Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...
2 weeks ago
$75K - $90K *
Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...
Today
Manager, Investor Relations & Strategy
$140K - $170K *
Contribute to investor communications by analyzing financial performance and shaping strategic messaging. Collaborate with executives to enhance investor relations and deliver impactful materials that...
2 days ago
Senior Director Personal Trading & Compliance
$151K - $220K *
Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...
Yesterday
$100K - $105K *
Lead the charge in driving customer engagement and adoption of the RQI Portfolio, ensuring account success and relationship building with a focus on saving lives. Collaborate with clients to achieve f...
Reposted 3 days ago
Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)
$87K - $123K *
Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...
1 week ago
$100K - $105K *
Develop meaningful relationships and drive the adoption of life-saving programs. Execute account management strategies to achieve revenue goals, ensuring customer success and effective implementations...
Reposted 3 days ago
$100K - $105K *
Elevate your career by driving customer success and relationship management, ensuring adoption of innovative solutions that save lives. This role involves strategic account management and consultative...
3 weeks ago
Stock Plan Administration Manager - Full Service
$87K - $123K *
Lead the administration and management of client equity compensation plans, ensuring accurate execution, compliance, and client satisfaction. Act as a trusted advisor and technical expert in stock opt...
Yesterday