Senior Estate Planning Strategist
$130K - $150K *
Empower high-net-worth clients by leveraging your expertise in estate planning. Collaborate with a dynamic team to analyze complex documents, identify opportunities, and educate financial advisors on...
1 week ago
Multiple Series Trusts Chief Compliance Officer
$170K - $200K *
Join a team that's dedicated to maintaining compliance for mutual funds and ETFs. Oversee compliance programs, manage regulatory examinations, and collaborate with MST Officers to navigate the evolvin...
1 week ago
Vice President, Trust Services
$204K - $240K *
Shape the future of trust services by leading strategic initiatives, managing partnerships, and driving revenue growth. Collaborate with cross-functional teams to enhance client experiences and delive...
3 days ago
$115K - $135K *
Drive your career forward by managing a diverse portfolio of high-net-worth clients, delivering expert tax preparation and advisory services while collaborating with financial advisors to maximize cli...
2 days ago
$150K - $200K *
Lead client engagements by leveraging tax expertise to drive revenue growth, manage complex planning discussions, and enhance client relationships while ensuring strategic alignment across teams for o...
3 days ago
$110K - $130K *
Empower clients by optimizing estate, gift, and income taxes through strategic planning. Collaborate with internal leaders to enhance client relationships and deliver measurable results in a dynamic...
1 week ago
Senior Advisor, Sponsored Projects & Funds
$135K - $145K *
Advance your career by leading strategic partnerships and managing fiscal sponsorship projects. Collaborate with clients and stakeholders to ensure successful outcomes while providing expert guidance...
2 weeks ago
$95K - $162K *
Join a team that's dedicated to delivering tailored investment strategies and solutions. Collaborate with clients and partners to achieve financial goals while leveraging market insights and expertise...
2 weeks ago
Wealth Advisor, Relationship Manager
$150K - $200K *
Pioneer client relationships with high-net-worth individuals, driving growth through advanced planning strategies. Collaborate in a team environment to enhance client outcomes and expand assets under...
4 days ago
Compliance Officer/Trust Officer
$85K - $100K *
Lead the charge in compliance oversight and risk management within trust products. Ensure adherence to fiduciary standards, regulatory requirements, and AML/KYC policies. Engage in the development of...
Reposted 1 week ago
$150K - $200K *
Shape the future of wealth management by leading investment strategies for High Net Worth clients. Drive AUM growth, manage portfolios, and deliver tailored investment solutions while collaborating wi...
3 days ago
Director, Capital Formation High Net Worth
$160K - $200K *
Lead the charge in capital formation by raising equity from high-net-worth investors, ensuring timely funding for real estate deals. Build and coach a high-performing team while architecting a vibrant...
3 days ago
$78K - $90K *
Inspire philanthropic collaborations by engaging top wealth advisors to elevate charitable giving strategies and expand community impact through effective business development initiatives...
3 weeks ago
$67K - $105K *
Take ownership of a diverse portfolio, delivering trust and estate planning services while ensuring compliance and building strong client relationships. Collaborate with internal and external partners...
2 weeks ago
Account Manager, Institutional
$100K - $120K *
Champion client success by managing relationships with institutional accounts, ensuring seamless onboarding and engagement. Collaborate across teams to enhance service delivery and drive measurable re...
6 days ago
Relationship Manager, Asset Manager Platform
$110K - $130K *
Lead the charge in building strategic partnerships with asset managers, driving contract negotiations, and enhancing BDIM's market presence. This role requires strong relationship management and a foc...
1 week ago
Director, Endowments & Foundations
$150K - $175K *
Transform the future of nonprofit investment strategies by leading client engagement, business development, and team coordination. Drive growth and enhance service delivery for a diverse portfolio of...
1 week ago
$120K - $140K *
Analyze complex privacy requirements and collaborate with cross-functional teams to implement effective privacy solutions, enhancing the organization's privacy framework while ensuring compliance with...
4 days ago
Vice President Advisory Relations
$180K - $220K *
Shape the future of government solutions by driving strategic partnerships and market growth. In this executive role, you'll cultivate relationships with key advisory firms, ensuring our data and tech...
1 week ago
$150K - $180K *
Lead our talent strategy to enhance organizational effectiveness and drive employee engagement. Oversee talent management, acquisition, and compliance while fostering a high-performing culture that su...
3 weeks ago
$70K - $92K *
Drive your career forward by providing tailored financial solutions to customers. Use your expertise in investment vehicles to guide clients toward their financial goals while leveraging industry-lead...
4 weeks ago
$104K - $127K *
Unlock your potential by enhancing affluent client experiences through expert wealth management. Collaborate with diverse teams to deliver tailored financial solutions and build lasting relationships...
Reposted 4 days ago
$104K - $127K *
Engage with affluent clients to enhance their wealth management experience. Collaborate with experts to deliver tailored financial solutions, while proactively managing and retaining client relationsh...
4 days ago
Executive Advisor - Transformational Gifts (Memphis, TN or Remote in USA)
$147K - $221K *
Lead transformative philanthropic initiatives by engaging ultra-wealthy donors, aligning their passions with institutional goals, and driving significant contributions of $10M+. Collaborate with execu...
2 weeks ago
Executive Advisor - Transformational Gifts (Memphis, TN or Remote in USA)
$147K - $221K *
Join a team that's redefining philanthropy by engaging ultra-wealthy donors to drive transformational gifts of $10M+. Collaborate with leaders to align donor passions with our mission, shaping impactf...
2 weeks ago