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...
1 month 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...
4 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...
1 month 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
$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
Asset Backed Securities Analyst
$90K - $110K *
Optimize investment strategies by analyzing Asset-Backed Securities (ABS) across sectors. Collaborate with portfolio managers to generate recommendations and implement risk measures, enhancing overall...
5 days ago