$129K - $190K *
Empower financial professionals by providing expert guidance on advanced sales strategies, including estate planning, taxation, and business succession. Collaborate across teams to drive growth and en...
4 weeks ago
$100K *
Drive growth and strengthen relationships in Broker-Dealer and RIA channels. Consult with financial professionals on investment solutions, deliver market insights, and support business development ini...
1 week ago
Director, Capital Formation High Net Worth
$160K - $200K *
Lead the charge in capital formation by raising equity from high-net-worth investors, ensuring timely funding for real estate deals. Build and coach a high-performing team while architecting a vibrant...
2 days ago
Regional Vice President, Community (Atlanta, GA)
$130K - $140K *
Drive client engagement and sales growth in wealth management, leveraging financial expertise to deliver tailored solutions. Collaborate within a dynamic team to enhance client experiences and achieve...
3 weeks ago
$150K - $175K *
Transform death settlement administration by leveraging your expertise in estate management, ensuring compliance with legal standards while supporting complex cases and driving new business developmen...
2 days ago
Vice President, Executive Planning Consultant - Northern California
$96K - $210K *
Strategize innovative financial solutions for senior executives, delivering personalized financial planning and asset management support. Collaborate with a dynamic team to enhance client engagement a...
Reposted 6 days ago
$110K - $130K *
Transform your career by owning the financial operating model and driving strategic insights. Collaborate with leaders to evaluate new opportunities and enhance financial processes, ensuring clarity a...
2 days ago
VP, Advisor Engagement - Sales Enablement
$130K - $160K *
Join a team that's driving advisor productivity and engagement through innovative strategies and tools. As a senior leader, you'll collaborate across departments to enhance advisor experiences and sup...
1 week ago
Director, Endowments & Foundations
$150K - $175K *
Transform the future of nonprofit investment strategies by leading client engagement, business development, and team coordination. Drive growth and enhance service delivery for a diverse portfolio of...
1 week ago
Senior Estate Planning Strategist
$130K - $150K *
Empower high-net-worth clients by leveraging your expertise in estate planning. Collaborate with a dynamic team to analyze complex documents, identify opportunities, and educate financial advisors on...
1 week ago
$190K - $220K *
Champion financial excellence by leading a dynamic team, driving strategic analysis, and leveraging AI to enhance decision-making for a diverse portfolio of clients in a fast-paced, remote environment...
1 week ago
Investment Executive (Financial Advisor) Atlanta, GA
$100K - $120K *
Pioneer growth by leading a team of licensed bankers, driving sales of securities products, and enhancing client relationships. Utilize coaching and training to empower team members while achieving fi...
1 week ago
Investment Executive (Financial Advisor) Atlanta, GA
$80K - $95K *
Lead a team of licensed retail bankers, driving sales and client relationships while coaching on investment strategies. Ensure compliance and risk management while achieving targeted securities fee in...
1 week ago
Vice President - Analyst & Advisor Relations
$175K - $210K *
Join a dynamic team to lead U.S. Analyst & Advisor Relations, enhancing market positioning and driving strategic relationships in healthcare and AI. Leverage deep industry expertise to influence perce...
3 days ago
Senior Territory Manager, Independent Agency Channel
$100K - $120K *
Lead the charge in expanding business through independent agencies in your territory. Build relationships, drive adoption of quoting tools, and achieve production targets while providing valuable insi...
1 week ago
$90K - $110K *
Accelerate your career by managing complex insurance programs for M&A transactions. Serve as a trusted advisor, guiding clients through risk assessment, coverage structuring, and seamless integration...
Reposted 3 weeks ago
Business Development Officer - Capital Finance
$176K - $260K *
Lead the origination of loans and negotiate transactions while maintaining key relationships with referral sources and assisting in client proposal underwriting. Collaborate effectively to achieve str...
Reposted 2 weeks ago
VP, Relationship Manager - Industrial
$125K - $150K *
Advance your career by driving strategic vendor finance relationships in the industrial equipment sector. Lead business development efforts, manage key partnerships, and deliver tailored financing sol...
5 days ago
$135K - $160K *
Elevate your career as a strategic finance partner, driving profitability and growth through financial insights, project management, and executive collaboration. Influence key business decisions and o...
2 days ago
$75K - $90K *
Champion efficient trading processes while managing SMA and UMA trades. Collaborate with clients and sponsors to execute model changes and ensure seamless trade operations. Leverage your analytical sk...
3 days ago
$80K - $95K *
Lead branch operations by fostering customer relationships, achieving sales goals, and developing staff. Ensure compliance with banking regulations while managing multiple branches and driving deposit...
3 weeks ago
VP, Financial Planning & Analysis
$200K - $240K *
Drive enterprise-wide financial planning and analysis, collaborating closely with executive leadership to build and stress-test models that inform strategic decisions for a growth-stage SaaS business...
5 days ago
$96K - $181K *
Lead the charge in overseeing financial analysis and credit underwriting for corporate clients. Drive multimillion-dollar credit requests while ensuring compliance and asset quality. Mentor junior sta...
Reposted today
Wealth Brokerage Onboarding Transition Manager
$90K - $110K *
Drive the onboarding process for newly-recruited Financial Advisors, ensuring smooth transitions and maximizing profitability. Collaborate with teams to develop training materials and manage operation...
2 weeks ago
$142K - $168K *
Transform client experiences by leveraging deep expertise in healthcare solutions. Lead strategic initiatives, enhance client relationships, and drive impactful outcomes for high-value accounts throug...
3 days ago