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
Transfer Agency, Assistant Vice President
$70K - $130K *
Address complex financial operations by ensuring compliance, resolving discrepancies, and improving workflows. Collaborate with teams to enhance service delivery while providing support in managing pr...
1 week ago
$61K - $250K *
Shape your career as a financial advisor helping clients achieve their financial goals through personalized planning and a strong client network, while enjoying the flexibility of entrepreneurship and...
4 weeks ago
$61K - $250K *
Transform client aspirations into reality by building personalized financial plans, nurturing relationships, and leveraging training resources to excel in a performance-based environment that offers u...
1 month ago
$61K - $250K *
Advance your career by building a financial advising practice that empowers clients through strategic planning and personalized solutions, while leveraging comprehensive support and an uncapped commis...
1 month ago
$61K - $250K *
Champion financial well-being by cultivating client relationships and crafting tailored financial plans. Thrive in a supportive environment, equipped with ongoing training resources that empower you t...
1 month ago
$61K - $250K *
Empower clients to achieve financial success by building personalized plans and fostering lasting relationships. We seek individuals motivated by entrepreneurial spirit and dedicated to nurturing a ro...
4 weeks ago
$61K - $250K *
Join a team that's poised to redefine client financial success. As a financial advisor, you will leverage your entrepreneurial spirit to build strong relationships and customize financial plans that e...
1 month 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
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
$70K - $112K *
Lead the charge in effective credit risk management by analyzing commercial lending portfolios, producing executive-level reports, and ensuring compliance for informed decision-making and proactive ri...
4 weeks 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
$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
$145K - $218K *
Champion regulatory excellence by providing strategic legal counsel for investment management, enhancing compliance and operational processes while collaborating cross-functionally to promote best pra...
1 month 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
$61K - $250K *
Advance your career as a financial advisor by building client relationships, creating personalized financial plans, and supporting clients at every life stage to achieve their financial goals...
Reposted 4 days 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 4 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 2 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
Wealth Advisor - AAF Wealth Management (Hybrid Role)
$125K - $175K *
Unlock potential by developing client relationships and delivering integrated financial planning. Partner with leadership to grow into a trusted advisor while building a book of business in a collabor...
Reposted 2 days ago