Vice President, Client Relationship Manager
$100K - $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 2 weeks ago
$100K - $150K *
Champion client service excellence by leading a dedicated team, ensuring streamlined operations, cross-department collaboration, and fostering long-term client relationships while enhancing overall se...
2 days ago
Senior Client Development, Private Wealth
$100K - $150K *
Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...
2 weeks ago
$115K - $130K *
Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...
3 weeks ago
Vice President, Northwest Zone Leader - Underwriting
$150K - $200K *
Accelerate progress at our Northwest Region by leading underwriting excellence, driving growth, and cultivating broker relations. Join our dynamic team to elevate performance, optimize portfolio manag...
2 days ago
Vice President, Client Reporting Support Manager
$120K - $150K *
Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...
1 week ago
VP, Business Development Financial Services
$170K - $285K *
Join a high-impact team to drive new client acquisition and revenue growth in Financial Services. Shape and negotiate multi-year agreements, fostering strategic partnerships and leveraging market insi...
2 weeks ago
Vice President, Southwest Zone Leader - Underwriting
$150K - $200K *
Lead the charge in enhancing underwriting excellence and driving growth across the Southwest Region. Oversee a dedicated team, optimize operations, and strengthen broker relationships to ensure profit...
2 days ago
$200K - $500K+*
The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...
Reposted 3 weeks ago
Lead Financial Advisor - Columbus, OH
$80K - $120K *
Join a team that's redefining financial advising by delivering tailored solutions, leading client relationships, and collaborating with a dedicated advisory team to create impactful financial strategi...
1 week ago
Director, New Client Development
$125K - $150K *
Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...
3 weeks ago
VP, Head of Investment Accounting
$180K - $268K *
Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...
3 weeks ago
$190K - $210K *
Lead the development and execution of a comprehensive privacy strategy, ensuring compliance with global regulations while driving organizational readiness. Collaborate cross-functionally to embed priv...
2 weeks ago
$80K - $120K *
Empower clients by providing tailored financial advice and strategies. Utilize your expertise to deliver comprehensive wealth management solutions while collaborating with industry professionals to ac...
3 weeks ago
$80K - $90K *
Build and oversee relationships with small business loan borrowers, ensuring effective portfolio management and credit risk assessment while supporting customer inquiries and compliance with financial...
Today
$150K - $200K *
Lead the charge in shaping innovative solutions that enhance organizational efficiency, collaborating with cross-functional teams to drive projects and initiatives to successful completion, while fost...
2 weeks ago
SVP Insurance Actuarial Engineering
$180K - $220K *
Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...
4 weeks ago
RVP, Regional Client Relations
$89K - $148K *
Lead the charge in enhancing client relationships and team performance through strategic coaching and mentorship, while managing a portfolio of mid-sized companies to foster growth and satisfaction...
4 weeks ago
Advisor Consultant, Broker Dealer, Pac NW
$85K - $100K *
Shape the future of investment management by building lasting relationships with advisors in the Pac NW. Drive growth in mutual funds, SMAs, and ETFs through expert insights and innovative strategies...
1 week ago
$140K - $160K *
Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...
1 week ago
$100K - $135K *
Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...
4 weeks ago
Vice President Business Development – JPMorgan Private Client
$130K - $180K *
Advance the onboarding and development of affluent client relationship managers by designing scalable learning programs that enhance product knowledge and sales skills, leading to improved client outc...
2 weeks ago
$80K - $120K *
Join a team that's redefining wealth management by coordinating expert services to deliver exceptional client experiences while achieving long-term financial goals through strategic planning and colla...
Reposted 1 week ago
Regional Business Development Manager, Tax Channel
$100K - $110K *
Grow your career with a pivotal role driving the recruitment of Financial Advisors and Accounting Firms, promoting our value proposition, and building lasting relationships to enhance our presence in...
1 week ago
$121K - $262K *
Elevate your career by serving as a wealth strategy expert for high-net-worth clients. Collaborate with advisors to create customized financial strategies, drive client retention, and lead a talented...
2 weeks ago