Estate Settlement Chief Fiduciary Officer
$205K - $360K *
Drive exceptional fiduciary counsel and lead teams to enhance client relationships, guide policy changes, and oversee compliance initiatives while fostering talent development and strategic practice i...
3 weeks ago
$140K - $200K *
Join a team that's shaping financial excellence in real estate investments. Lead accounting operations and team management, ensuring compliance and accuracy in financial reporting while collaborating...
1 week ago
Senior Advisor, Asset Management Compliance
$85K - $171K *
Elevate your career by leading compliance initiatives that shape investment strategies and regulatory frameworks. Drive collaboration and transparency across functional areas while influencing decisio...
2 weeks ago
Personal Risk Advisor - High Net Worth
$50K - $200K *
Accelerate your sales career by leveraging proven methodologies to drive new business and manage existing accounts, ensuring high renewal rates and expert collaboration for outstanding results in the...
Today
Transfer Agency - Private Markets, Managing Director
$170K - $267K *
Lead and shape the Transfer Agency function, driving client relationships, operational excellence, and innovation to deliver top-tier services to strategic clients in the private markets sector...
1 week ago
$145K - $218K *
Empower client success by leading adoption strategies, coordinating cross-functional teams, and enhancing operational readiness during product launches to ensure a seamless client experience and susta...
Yesterday
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
$178K - $186K *
Join a team that's dedicated to enhancing risk management and compliance for fintech partnerships. Oversee regulatory adherence and ensure seamless payment operations, while leading a talented team of...
2 weeks ago
$61K - $250K *
As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role involves growing your client base...
Reposted 5 days ago
$61K - $250K *
Join a team that's shaping financial futures by building personalized plans and cultivating relationships. As a financial advisor, you'll empower clients towards their financial goals while managing y...
2 weeks ago
$83K - $139K *
Join a dedicated team supporting high-net-worth advisors by reviewing client estate documents and proposing tailored planning strategies to enhance their financial success and ensure lasting client re...
4 weeks ago
Trust and Private Fund Administration Accountant
$70K - $95K *
Execute efficient accounting and administrative operations for diverse alternative investment products, ensuring timely reporting and compliance. Collaborate with a dynamic team to support audits and...
3 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 3 days ago
Senior Wealth Client Management Associate
$80K - $90K *
Grow your career with a dynamic team focused on wealth management, providing exceptional client service and support. Manage projects, resolve issues, and contribute to process improvements while colla...
3 weeks ago
Custodian Relationship Manager
$110K - $140K *
Shape the future of custodial partnerships by managing critical relationships, overseeing technical integrations, and enhancing advisor experiences in financial services, ensuring seamless operations...
3 weeks 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
$160K - $200K *
Unlock potential by enhancing client relationships and supporting distribution strategies. This role involves extensive travel to engage with key partners, promote investment strategies, and coordinat...
2 weeks ago
Deputy Chief Compliance Officer- Investment Advisor
$170K - $200K *
Empower compliance excellence by leading initiatives that uphold regulatory adherence, risk management, and ethical practices across investment operations. Foster a culture of integrity while mentorin...
2 days ago
$258K - $331K *
Drive strategic fundraising initiatives to transform philanthropy, expand donor engagement, and elevate cultural impact through innovative strategies and a collaborative approach, ensuring long-term g...
3 weeks ago
Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment Management
$110K - $188K *
Lead the charge in overseeing charitable asset management services, nurturing client relationships and mentoring your team. Drive performance, deliver timely tax solutions, and contribute to business...
Yesterday
Senior Vice President, Transfer Agency Oversight
$250K - $290K *
Lead the charge in establishing a robust transfer agency oversight function, shaping operational models and governance for global fund activities, and driving excellence across investor onboarding, re...
1 week ago
$80K - $120K *
Join a team that analyzes and underwrites credit requests, manages loan processes, and monitors risk within the portfolio, ensuring compliance and providing excellent customer interaction for optimal...
Reposted yesterday
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
$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...
2 weeks ago
$130K - $155K *
Develop and manage high-quality content for a trusted financial brand, focusing on regulatory compliance, institutional credibility, and innovative strategies. Collaborate cross-functionally to drive...
2 days ago