Estate Settlement Chief Fiduciary Officer
$205K - $360K *
Transform the fiduciary landscape by providing expert counsel, leading national initiatives, and enhancing client experiences while driving strategic growth and compliance across diverse stakeholders...
3 weeks ago
$150K - $200K *
Lead the charge in entitlement efforts across markets, managing zoning and land use approvals for data center campus developments. Collaborate with teams and stakeholders to ensure projects meet regul...
3 weeks ago
$61K - $250K *
Help us inspire financial independence by building strong client relationships and crafting personalized financial plans to guide clients towards their life goals, while enjoying extensive training an...
4 weeks ago
$61K - $250K *
Transform your career by cultivating client relationships and designing tailored financial plans. Leverage award-winning training and innovative software to empower clients toward financial success wh...
4 weeks ago
$61K - $250K *
Create holistic financial plans that empower clients toward their goals while building a thriving practice. Utilize industry-leading training to enhance your skills in relationship management and stra...
4 weeks ago
$93K - $130K *
Lead the charge in administering complex trust relationships, driving revenue growth, and enhancing client satisfaction by offering fiduciary expertise and innovative wealth planning solutions across...
2 days ago
Account Manager, Institutional
$80K - $120K *
Champion client relationships by managing onboarding, overseeing user adoption, and driving engagement. Collaborate with internal teams to enhance service delivery and client satisfaction, ensuring su...
3 weeks ago
Director of Investment Adviser Compliance
$150K - $180K *
Transform compliance for investment advisers by leading teams, managing risk, and improving regulatory practices. Leverage your expertise in SEC rules to support clients across diverse investment stra...
Reposted 2 days ago
$150K - $200K *
Transform acquisition strategy by sourcing and executing deals, building relationships with founders, and driving transactions from initial outreach to close while ensuring operational success post-ac...
4 weeks ago
Transaction Advisory Services Sr. Associate
$80K - $100K *
Drive the delivery of financial due diligence products, analyzing, and communicating insights for both buy-side and sell-side engagements while collaborating with internal teams to support stakeholder...
3 weeks ago
Corporate Trust Relationship Manager III
$76K - $163K *
Unlock your potential as you support major trustee clients, ensuring top-tier service while resolving intricate administrative challenges. Collaborate with cross-functional teams to uphold compliance...
2 weeks ago
$22K - $166K *
As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...
Reposted 2 weeks ago
Portfolio Manager - Private Asset Management
$124K - $155K *
Advance wealth management by overseeing client investments and delivering personalized portfolio strategies. Engage directly with high-net-worth clients to optimize asset allocation and performance, e...
1 week ago
$74K - $100K *
Join a team that's focused on providing operational support for a federal application, liaising with users and technical teams, and ensuring seamless application administration while managing stakehol...
3 weeks ago
KPB Lead Institutional Advisor
$116K - $216K *
Lead the charge in managing relationships with institutional clients, focusing on investment management and fiduciary services. Drive new client acquisition and collaborate with teams to deliver tailo...
2 weeks ago
$171K - $289K *
Shape impactful strategies by quantifying value and accelerating customer success. Partner with executives to deliver measurable business outcomes using Adobe’s digital solutions, driving growth, rete...
3 weeks ago
Managing Partner, Wealth Advisor
$110K - $235K *
Lead and develop a high-performing team of Wealth Advisors while managing the local wealth management practice. Deliver strategic direction, enhance client services, and drive business growth through...
3 weeks ago
Principal, Private Wealth Solutions Sales
$150K - $200K *
Empower the growth of private markets business by building relationships and driving sales across private wealth channels while leading the full sales cycle and collaborating with various stakeholders...
4 weeks ago
Wealth Advisor (Wealth Management - Premier/Brokerage) - Remote
$68K - $97K *
Join a team that's dedicated to delivering personalized wealth management services, focusing on relationship management and financial planning. Collaborate closely to enhance client experiences and fo...
3 weeks ago
Task Lead - Probate Technical Liaison Support
$115K - $130K *
Transform the Trust Asset and Accounting Management System through strategic technical advisement and program coordination. Lead vendor interactions, budget documentation, and reporting via a fully vi...
Reposted 1 week ago
Lead Compliance Analyst - Broker Dealer & Registered Investment Advisor (Hybrid)
$92K - $100K *
Join a dynamic team to ensure compliance with regulations and enhance company policies. Utilize your expertise to analyze complex requirements, guide various departments, and implement effective compl...
3 weeks ago
$130K - $180K *
Champion end-to-end execution of complex data platform solutions, leveraging EDB Postgres AI. Collaborate with cross-functional teams to deliver mission-critical projects, ensuring the platform suppor...
1 week ago
$76K - $90K *
Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...
Today
Attorney (Estate Planning Strategist)
$95K - $115K *
Unlock potential by delivering expert estate planning support to wealth management teams, guiding high net worth clients through document review and strategy implementation while staying updated on le...
Today
$130K - $180K *
Join a dynamic team to oversee legal administration, ensuring compliance and enhancing client relations through effective communication and strategic leadership. Influence key regulatory processes and...
3 weeks ago