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...
4 days ago
Managing Director - Institutional Sales
$170K *
Join a team that's driving strategic revenue growth through consultative sales, shaping relationships across diverse sectors. You'll leverage market insights to expand our institutional client base an...
Reposted 1 week 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...
Today
$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...
4 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...
3 days ago
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...
3 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...
2 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...
6 days 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
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...
1 week ago
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...
Yesterday
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...
Today
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
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...
Today
$100K - $150K *
Execute global equity programs, ensuring compliance and audit-readiness while influencing cross-functional stakeholders. Leverage expertise in equity compensation to enhance operational efficiency and...
2 days ago
Energy Portfolio Manager, Wholesale
$120K - $150K *
Optimize wholesale energy and capacity contracts, ensuring compliance and performance across transactions. Drive process improvements and collaborate with cross-functional teams to align strategic goa...
2 weeks ago
Capital Allocation & Investments, Manager
$127K - $239K *
Join us in shaping strategic capital deployment to drive M&A and organic growth initiatives. Lead complex financial analyses, collaborating with senior leaders to optimize our investment portfolio and...
1 week ago
Senior Business Development Manager
$90K - $100K *
Engage with mid-market clients to drive business growth by leading the full sales cycle, from outreach to close, in a dynamic and collaborative consulting environment focused on technology solutions...
2 days ago
$90K - $120K *
Manage and streamline the investor reporting function, ensuring accuracy in documentation and compliance with regulations. Lead a team to deliver high-quality results while monitoring performance and...
1 week ago
$145K - $231K *
Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...
3 weeks ago
$87K - $123K *
Transform client experiences by developing tailored financial plans, enhancing their financial wellness through expert consultations, and delivering comprehensive solutions that prioritize their uniqu...
Today