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$96K - $207K *

Grow client relationships by providing expert fiduciary advice, ensuring compliance with legal standards, and optimizing trust management strategies to enhance financial outcomes for clients and their...

US-AnywhereRemote

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $120K *

Analyze client relationships and develop strategic wealth management solutions. Manage complex banking portfolios, negotiate agreements, and provide consultative leadership to drive growth and foster...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $120K *

Engage with registered investment advisors and trust beneficiaries to manage and administer trust accounts effectively while ensuring compliance with laws and procedures. Build strong relationships an...

Reposted 5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$105K - $130K *

Partner with us to deliver expert information security consulting and compliance services. Assess organizational practices against industry standards and drive remediation efforts to uphold privacy an...

US-AnywhereRemote

5 days ago

  •   5 - 7 years exp.  •   Technical Services

$61K - $250K *

Shape the future of finance by building personalized client relationships, fostering trust, and delivering tailored financial plans that empower clients to reach their goals while driving your own ent...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $110K *

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

US-AnywhereRemote

2 days ago

  •   Less than 5 years exp.  •   Legal & Accounting

$70K - $92K *

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

US-AnywhereRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$120K - $150K *

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

US-AnywhereRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$78K - $140K *

Take ownership of trust administration by developing client relationships and delivering exceptional service. Leverage your expertise to generate new business and provide in-depth guidance on estate p...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $150K *

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

US-AnywhereRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$72K - $101K *

Lead impactful retirement planning discussions and presentations to individuals, fostering relationships and achieving financial goals through data-driven strategies while collaborating with internal...

Reposted today

  •   Less than 5 years exp.  •   Finance & Insurance

$145K - $174K *

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

US-AnywhereRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $120K *

Lead a team of Trust Officers in managing high-touch personal trust accounts while ensuring compliance with regulations. Foster client relationships and mentor team members to deliver exceptional serv...

Reposted today

  •   8 - 10 years exp.  •   Finance & Insurance

$75K - $95K *

Join our Customer Success team as a Senior Onboarding Specialist, where you will lead complex client engagements, mentor junior members, and refine the onboarding experience for high-value clients, dr...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$85K - $100K *

Join a team that's pivotal in enabling executive leaders to focus on strategic priorities. Provide comprehensive administrative, logistical, and operational support to enhance efficiency and collabora...

US-AnywhereRemote

1 week ago

  •   5 - 7 years exp.  •   Education, Government & Non-Profit

$80K - $120K *

Shape the future of stablecoin issuance by driving strategic market initiatives, collaborating with cross-functional teams, and engaging with institutional partners to maximize go-to-market success an...

US-AnywhereRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$105K - $120K *

Transform broker relationships by providing insights and strategies that enhance trust and collaboration. Leverage your sales expertise to drive HealthEquity’s growth in your territory through strong...

US-AnywhereRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$88K - $118K *

Partner with us to manage trust accounts and enhance client relationships through strategic business development, ensuring compliance and maximum satisfaction for high-net-worth individuals and instit...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $120K *

Optimize contract management processes and drive negotiations in a dynamic environment. Collaborate with leadership to ensure compliance and reduce risks while supporting sustainable EPR initiatives a...

US-AnywhereRemote

Yesterday

  •   5 - 7 years exp.  •   Legal & Accounting

$77K - $110K *

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

US-AnywhereIn-Person

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Real Estate & Construction

$160K - $190K *

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

US-AnywhereRemote

Yesterday

  •   Less than 5 years exp.  •   Legal & Accounting

$70K - $95K *

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$75K - $90K *

Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...

US-AnywhereRemote

4 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$200K - $500K+*

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

US-AnywhereRemote

Reposted 4 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $120K *

Join a dynamic team where you'll lead enterprise data protection deployments and shape governance practices, driving significant influence in customer success while developing a robust framework for s...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Information Technology