$90K - $140K *
Elevate client wealth management by serving as a Will & Estate Consultant, providing strategic advice in collaboration with investment advisors and professionals to ensure comprehensive estate plannin...
1 week ago
$90K - $140K *
Elevate client relationships by providing expert consulting on wills, estates, and trusts. Collaborate with a diverse team to identify planning opportunities and deliver integrated wealth management s...
1 week ago
$90K - $140K *
Transform client wealth management by providing expert will and estate planning advice, collaborating with investment advisors and legal professionals to enhance client outcomes and identify referral...
1 week ago
Senior Manager/Manager, Trust Administration
$90K - $120K *
Engage in trust oversight and governance by leading administration, ensuring compliance with fiduciary standards. Serve as a strategic advisor, helping senior leadership navigate trust-related decisio...
Reposted 2 weeks ago
$80K - $120K *
Deliver personalized financial planning and investment solutions to high-net-worth clients, leveraging extensive resources to build long-term relationships and guide their wealth management strategies...
1 month ago
$80K - $120K *
Drive client success by leveraging strong planning and financial acumen, building relationships with high-net-worth clients, and creating customized wealth solutions that address complex financial nee...
4 weeks ago
Client Executive, Institutional Trust
$100K - $130K *
Manage a diverse portfolio of multinational clients, enhancing relationships and driving growth through tailored asset servicing solutions while ensuring high client satisfaction and retention...
1 week ago
Manager Initiatives, Fund Administration
$67K - $110K *
Lead the charge in transforming Fund Administration operations by driving automation and implementing innovative solutions. Collaborate with teams to optimize processes and embrace emerging technologi...
Today
$125K - $155K *
Join a team that's committed to delivering personalized financial planning and fostering growth. Lead client relationships, mentor Wealth Advisors, and drive strategic initiatives in a collaborative...
4 weeks ago
Senior Advisor Fund and ETF Onboarding
$90K - $120K *
Elevate operational success by leading the onboarding of investment funds and ETFs. Collaborate with diverse teams to ensure accurate setup and compliance, enhancing the experience for stakeholders wh...
1 week ago
Principal Advisor - Underground
$120K - $150K *
Drive customer success through strategic leadership, enhancing loyalty and relationships within mining operations. Collaborate globally, mentor peers, and ensure successful implementation of technolog...
Reposted 1 week ago
Senior Trust Officer, Private Wealth
$86K - $160K *
Lead the charge in providing exceptional Trust & Estate services, delivering expert account management and administration while identifying growth opportunities and ensuring compliance within a collab...
2 days ago
$80K - $105K *
Drive operational excellence by managing a team, enhancing client relations, and ensuring efficient investor service processes. Collaborate across departments to deliver results and foster lasting cli...
1 week ago
$70K - $95K *
Partner with us to manage multi-phase software implementations for municipal clients. Collaborate across teams, analyze workflows, and drive project success, leveraging strong analytical skills and ex...
4 weeks ago
$85K - $90K *
Tackle trade compliance challenges and ensure regulatory adherence across all business lines. Engage in daily surveillance, enhance policies, and foster collaboration with stakeholders to promote comp...
3 weeks ago
Senior Wealth Advisor (Steadyhand)
$130K - $150K *
Empower your career by fostering deep client relationships & delivering bespoke financial advice. Leverage human insight to navigate market dynamics while guiding clients through emotional decisions a...
Today
$130K - $160K *
Join a team that's enhancing AI governance to ensure compliance and operational excellence. This role involves developing frameworks, managing risks, and collaborating with various departments to ensu...
4 weeks ago
Senior Advisor, Wealth Management (Bilingual)
$90K - $120K *
Develop exceptional financial plans and client experiences for high net worth individuals. Collaborate with clients to create tailored investment strategies, ensuring their financial objectives and ne...
2 weeks ago
Senior Counsel, Asset Management
$165K - $210K *
Pioneer legal solutions in asset management, collaborating with a dynamic team to provide strategic guidance. Engage in diverse legal matters, ensuring compliance and risk management for institutional...
1 week ago
Sr. Advisor, Solutions Consulting
$131K - $201K *
Elevate your career by leveraging your financial services expertise to drive credit risk strategies and optimize client relationships. Collaborate with key partners and senior leadership to enhance pr...
3 weeks ago
Sr. Advisor, Solutions Consulting
$131K - $201K *
Drive innovative credit risk strategies by leveraging data insights and analytics. Collaborate proactively with clients to enhance profitability, reduce losses, and provide tailored recommendations fo...
3 weeks ago
$80K - $100K *
Champion land optimization strategies to maximize value and support growth. Oversee land use permissions, negotiations, and stakeholder relationships while ensuring compliance and safety across all la...
3 weeks ago
Portfolio Manager, External Managers - Alternatives
$90K - $140K *
Manage relationships with external fund managers, analyzing performance and optimizing portfolio strategies across alternative investments to support strategic initiatives and enhance investment outco...
6 days ago
Managing Director, Transfer Agency - Private Markets, Managing Director
$150K - $200K *
Lead operational excellence and client relationships in Transfer Agency functions, driving strategic growth while enhancing service delivery and team performance in a fast-paced environment focused on...
Reposted 2 days ago
Manager, Wealth Planning Office
$96K - $136K *
Elevate wealth planning initiatives by managing strategic content development and delivery. Collaborate across teams to create client-friendly resources while ensuring compliance and enhancing advisor...
3 weeks ago