Sr. Financial Planning Strategist
$140K - $160K *
Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...
4 weeks ago
$80K - $95K *
Champion comprehensive tax compliance and fiduciary accounting services for high-net-worth clients, advising on estate, gift, and trust matters. Drive strategic planning and client interactions in a s...
Reposted 1 week ago
Director of Fiduciary Administration
$150K - $180K *
Shape the future of fiduciary excellence by leading a national team of fiduciary professionals, driving operational excellence and risk management while ensuring exceptional client service delivery ac...
1 week ago
Lead Benefit Advisory Services Consultant
$95K - $179K *
Champion client benefits strategy through expert consultation. Lead complex projects, coach consultants, and enhance solutions within cross-functional teams to elevate client satisfaction and drive gr...
1 week ago
Vice President, Client Relationship Manager
$125K - $150K *
Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...
Reposted 2 weeks ago
$100K - $115K *
Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...
1 week ago
$120K - $145K *
Architect transformative solutions for federal clients, integrating advanced data infrastructure for AI and ensuring compliance in diverse environments, while collaborating with engineering teams and...
2 days ago
Partnership Executive Consultant
$155K - $180K *
Unlock potential by leading compliance consulting for clients within the investment advisory sector. Manage client relationships, conduct complex reviews, and support service development while mentori...
1 month ago
Transaction Advisory Services Manager
$117K - $158K *
Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...
Reposted 5 days ago
Senior Investment Advisor, Business Development - California
$125K - $150K *
Lead the charge in expanding investment advisory services for fiduciaries. Build strong client relationships, drive growth, and collaborate cross-functionally to deliver tailored solutions for complex...
6 days ago
$127K - $223K *
Analyze channel performance and drive data-driven decisions by building models, validating vendor claims, and proactively answering business questions to enhance offline and direct mail strategies...
2 weeks ago
$115K - $145K *
Join our team as a Project Manager to oversee clinical studies, ensuring adherence to protocols, timelines, and regulations. Collaborate with clinical teams and sponsors to drive project success and d...
3 days ago
TA Advisor & Community Lead - AMER
$90K - $110K *
Join us to lead community-driven growth initiatives in AMER, fostering relationships and engagement through curated events and education that enhances user experience and brand loyalty while collabora...
1 week ago
Senior Stock Plan Administrator
$110K - $194K *
Lead the charge in developing and managing a top-tier equity plan function that ensures compliance and accessibility for all stakeholders, while collaborating with cross-functional teams to enhance ov...
1 week ago
Encryption Engineer (DevSecOps & SDLC)
$120K - $202K *
Innovate secure design within software development by embedding encryption and key management controls, ensuring robust, scalable protection throughout the SDLC and DevSecOps processes, fostering a se...
5 days ago
$100K - $120K *
Drive client relationships as a trusted advisor, delivering tailored wealth management solutions for high-net-worth individuals while collaborating with experts to enhance client financial strategies...
4 weeks ago
Compliance Specialist III - TPA/DPS
$71K - $94K *
Champion compliance excellence by preparing and reviewing complex filings, mentoring team members, and ensuring adherence to service standards while fostering a collaborative environment for continuou...
2 weeks ago
Counsel (Senior Counsel considered based on experience)
$125K - $150K *
Shape the legal strategy for dynamic solar and energy storage projects, collaborating with cross-functional teams. Drive M&A, development, construction, and finance negotiations to ensure successful p...
2 weeks ago
$150K - $180K *
Join a team that's redefining compliance in the fast-paced fintech landscape. Lead the compliance program across multiple jurisdictions, drive regulatory strategy, and empower a talented team to ensur...
1 week ago
$110K - $130K *
Advance your career by providing legal expertise across teams, managing employment issues, litigation, and commercial contracts. Collaborate on strategic initiatives while driving improvements in lega...
2 weeks ago
Binding Authority Underwriter - High Net Worth, Personal Lines
$100K - $125K *
Grow your career with a Binding Authority Underwriter role focused on establishing a High-Net-Worth Personal Lines book, optimizing risk assessments, and building crucial relationships with retail age...
1 week ago
Assistant General Counsel - Retirement & Employee Benefits
$151K - $220K *
Lead the charge in providing strategic legal counsel for defined benefit and multiemployer retirement businesses, ensuring compliance and operational excellence while fostering collaborative relations...
1 week ago
$100K - $120K *
Drive your career forward as you design and execute change management strategies aligning people with technology. Collaborate with clients to optimize AI capabilities and enhance business objectives t...
1 week ago
$105K - $135K *
Unlock external resource potential by managing partnerships for project delivery, enhancing operational efficiency, and fostering collaboration across teams to support business growth and capacity nee...
1 week ago
Broker Relationship Executive (California)
$105K - $141K *
Partner with us to build trusted relationships with brokers, leverage sales expertise, and enhance HealthEquity's presence across California. Your insights will empower brokers and deepen loyalty, dri...
4 weeks ago