VP, Advisor Engagement - Sales Enablement
$130K - $160K *
Join a team that's driving engagement and growth for financial professionals, leveraging strong relationships to enhance satisfaction and retention while executing strategic initiatives and fostering...
Reposted 2 days ago
Vice President, Client Relationship Manager
$125K - $150K *
Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...
Reposted 3 days ago
Sr. Financial Planning Strategist
$140K - $160K *
Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...
2 weeks ago
Regional Vice President, New Client Development
$225K - $250K *
Lead client acquisition initiatives by collaborating with financial advisory teams to drive business growth and enhance wealth management solutions for high net worth individuals, ensuring exceptional...
Today
Regional Vice President, New Client Development
$225K - $250K *
Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...
2 weeks ago
SVP of Value Management Office
$235K - $315K *
Empower transformation by leading enterprise strategy and portfolio governance. Collaborate with executive leaders to ensure initiatives align with corporate objectives and are executed smoothly acros...
1 week ago
Vice President, Portfolio Manager
$160K - $200K *
Unlock your potential by managing loan transactions and compliance in Structured Lending. Ensure borrower adherence to covenants and contribute to risk assessments while engaging with complex structur...
5 days ago
VP, Osaic Advisors Channel Compliance
$170K - $200K *
Unlock your potential by overseeing the investment adviser compliance program. Collaborate with executives and drive compliance initiatives while fostering a culture of ethical standards and continuou...
Reposted 2 weeks ago
VP; Financial Consultant - Atlanta, GA (Midtown)
$110K - $130K *
Unlock potential by providing holistic financial guidance, building client relationships, and managing investment strategies to enhance community engagement and support financial goals with empathy an...
Reposted 1 week ago
$200K - $250K *
Help us shape the future of portfolio management, driving strategy and product development for innovative wealth management solutions. Collaborate with cross-functional teams to deliver scalable, comp...
3 weeks ago
$80K - $100K *
Join a team that's dedicated to empowering clients through personalized financial planning strategies, ensuring accuracy and tailored advice while supporting their financial goals and objectives throu...
Reposted 6 days ago
VP, SBA Business Development Officer
$110K - $130K *
Join a team that's making an impact by originating SBA loans, building networks, and managing the loan process from intake to closing. Use your expertise to provide tailored financial solutions to cli...
3 days ago
VP, Financial Consultant - Atlanta, GA (Buckhead)
$125K - $150K *
Empower clients by providing holistic financial guidance through expert investment strategies. Utilize your relationship-building skills to create lasting connections while managing a book of business...
1 week ago
Vice President, Client Reporting, Conversion Specialist
$125K - $150K *
Champion the client conversion lifecycle, managing data migrations and project timelines, while collaborating cross-functionally with teams to ensure successful onboarding and integration into the pla...
1 week ago
$86K - $164K *
Champion client success through expert financial and estate planning strategies, tailored for high-net-worth individuals, while collaborating effectively with Wealth Advisors and industry partners to...
1 week ago
$95K - $110K *
Transform the valuation management landscape by leading a team in executing quarterly processes, ensuring quality control, and delivering insights to clients while fostering strong stakeholder relatio...
Reposted 4 weeks ago
$88K - $105K *
Unlock potential by serving as a strategic advisor in mergers and acquisitions, guiding insurance due diligence and risk assessment to ensure the seamless integration of insurance solutions throughout...
1 week ago
Senior Lead Private Wealth Portfolio Manager
$150K - $180K *
Lead a regional team in delivering tailored investment solutions for High Net Worth clients. Collaborate with key stakeholders to ensure risk management and drive business growth while mentoring team...
2 weeks ago
$91K - $108K *
Transform financial planning success by leading a dedicated group of planners, streamlining processes, and delivering insightful training to enhance client service and drive organizational excellence...
1 week ago
$110K - $130K *
Lead the charge in developing high-quality investment strategies, maximizing returns while ensuring compliance. Collaborate with Trust Officers and Financial Advisors to manage complex portfolios and...
1 week ago
SVP Insurance Actuarial Engineering
$180K - $220K *
Unlock the potential of actuarial solutions through technology as you design and operationalize advanced models, bridging actuarial insights with executive-level business strategies to drive impactful...
3 weeks ago
Vice President, Financial Planning and Analysis
$290K *
Collaborate with executive leaders to drive financial strategy, optimize performance, and enhance decision-making. Oversee budgeting, forecasting, and analytics while leading a high-performing FP&A te...
3 weeks ago
$90K - $115K *
Innovate strategies for lifecycle management and governance of mutual funds, ETFs, and ETPs. Lead onboarding, product prioritization, and cross-functional initiatives across platforms, ensuring effect...
2 days ago
Director, Transaction Advisory Services // Financial Services
$500K+*
Join a team that's redefining financial services transactions. As a key advisor, you'll leverage expertise in M&A diligence, providing vital insights across banking, insurance, and capital markets to...
3 days ago
$110K - $160K *
Unlock potential by cultivating enduring client relationships while coordinating comprehensive financial services for ultra-high net worth individuals, families, and foundations. Collaborate with a dy...
3 days ago