Head of Advice Portfolio Construction Technology
$160K - $200K *
Transform investment strategies by leading technology innovation and scaling in-house capabilities for risk-based advisory platforms, impacting millions and redefining portfolio management across a va...
5 days ago
Client Operations Supervisor, Separately Managed Accounts
$90K - $110K *
Lead the charge in managing a dedicated team responsible for the full SMA account lifecycle, ensuring exceptional service delivery and operational performance while driving continuous improvements and...
2 weeks ago
$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
Alternative Investments Supervisor
$98K - $115K *
Join a team that's dedicated to providing top-tier accounting and advisory services. Lead a skilled group overseeing investor servicing in alternative investments, while enhancing client strategies th...
Reposted 2 days ago
$100K - $140K *
Drive client relationships and oversee accurate fund accounting operations, ensuring compliance and efficiency. Lead and mentor a dedicated team while enhancing processes to meet tight deadlines in a...
3 weeks ago
$95K - $115K *
Drive client success by managing fund accounting processes and ensuring accurate financial reporting, while overseeing team performance and fostering growth in a fast-paced environment. Lead projects...
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
Trust Officer, Assistant Manager - Private Client
$80K - $95K *
Unlock your potential as a Senior Trust Officer, managing complex fiduciary accounts while ensuring compliance and delivering exceptional client service. Partner with a dynamic team to oversee domesti...
Reposted 2 days ago
Data Program Management Leader
$120K - $145K *
Champion the execution of strategic data initiatives, managing cross-functional programs and portfolio governance to drive accountability, enhance communications, and deliver measurable business outco...
3 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
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
Head of Advised Asset Allocation
$160K - $200K *
Drive personalized asset allocation strategies to enhance wealth management solutions, leading a high-performing research team. Collaborate with investment and technology partners to create scalable p...
3 weeks ago
$110K - $130K *
Shape the future of investment strategy by leading cross-platform initiatives, managing analyst teams, and enhancing content consistency. Engage directly with stakeholders and experts to drive operati...
1 month ago
$120K - $175K *
Join a team that champions personalized wealth strategies, fostering strong client relationships while onboarding new clients and leading collaborative efforts across departments to ensure exceptional...
1 week ago
$80K - $95K *
Drive the financial management for families and entities, ensuring accuracy in accounting records and timely completion of month-end close cycles while preparing comprehensive financial documentation...
4 days ago
Relationship Manager III - Capital Partners
$110K - $130K *
Unlock potential by serving as a key partner for ultra-high-net-worth clients, managing complex portfolios, driving business development, and ensuring superior client service within a dynamic financia...
Reposted 2 weeks ago
$80K - $95K *
Engage in comprehensive treasury operations, managing cash flows, executing investments, and supporting fund administration. Ideal for detail-oriented professionals who thrive in fast-paced environmen...
1 week ago
Private Equity, Fund Accounting & Administration, Vice President
$115K - $201K *
Drive client satisfaction as VP in Private Markets by managing teams, overseeing client relationships, ensuring financial reporting accuracy, and meeting all compliance and deadline requirements. Enga...
Reposted 6 days ago
$100K - $120K *
Elevate project success by leading cost management processes, building strong client relationships, and fostering team collaboration. Take charge of your career in a dynamic environment where your exp...
1 week ago
Senior Director, Investment Product Sales
$160K - $200K *
Transform the banking landscape by leading the expansion of investment solutions across national and community banks. Drive growth, open new relationships, and collaborate with executives to enhance p...
1 week ago
$120K - $140K *
Shape the future of workplace strategy by leading client projects, optimizing portfolios, and implementing innovative solutions. Collaborate with teams to deliver impactful workplace recommendations t...
Reposted 1 week ago
Senior Quantitative MBS Research Analyst
$110K - $130K *
Champion innovative fixed income strategies through quantitative analysis, collaborating with portfolio teams to uncover insights and enhance decision-making for optimal investment outcomes across age...
Yesterday
$110K - $130K *
Shape the future of wealth management by leading integration capabilities across a dynamic product group. Collaborate cross-functionally to deliver scalable, compliance-driven data products that enhan...
2 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