Vice President, Advisor Success & Solutions
$180K - $220K *
Lead the charge in optimizing advisor success through innovative strategies, ensuring growth, retention, and a superior experience for a vast network of advisors while driving measurable results and s...
Reposted 1 week ago
VP, Business Unit Finance - Retirement
$182K - $244K *
Accelerate financial excellence by leading strategic planning and analysis initiatives. Oversee multiple teams to enhance business performance through data-driven insights and effective policy impleme...
2 weeks ago
VP, Financial Consultant - Dallas, Texas (North)
$150K - $180K *
Engage with clients to provide wealth management and financial planning advice. Build and expand your practice through effective networking and client referrals, while collaborating with a dedicated t...
Reposted 4 days ago
VP, Growth Enablement and Operations
$195K - $225K *
Lead the charge in transforming client development through strategic operations and enablement. Drive growth initiatives, manage a high-performing team, and ensure seamless execution across programs t...
2 weeks ago
Vice President, Investment & Wealth Distribution
$250K - $300K *
Lead the investment and wealth distribution strategy for Retirement, driving revenue growth, market penetration, and adoption. Build capabilities, operating models, and a team to effectively execute i...
3 weeks ago
$110K - $130K *
Lead the charge in managing a personal trust office, overseeing staff and account administration to ensure client satisfaction while fostering a collaborative and innovative team environment...
3 weeks ago
Strategic Accounts - Vice President
$125K - $135K *
Join a team that's driving growth in the life insurance and annuity market. Leverage your expertise to build strategic relationships, manage the full client lifecycle, and align solutions with client...
2 weeks ago
$156K - $273K *
Engage clients by developing strategic relationships and managing complex wealth management solutions. Lead negotiations on financing agreements while providing expert consulting to enhance client sat...
3 days ago
$80K - $95K *
Grow your career with a dynamic role managing complex client relationships in the mass affluent market. Leverage financial expertise to deliver tailored solutions, enhance client engagement, and achie...
3 weeks ago
Senior Director Wealth Management Strategy
$192K - $269K *
Lead the charge in driving strategic initiatives within Wealth Management. Collaborate with senior leadership, manage projects, and guide teams through complex problem-solving while crafting impactful...
Reposted 3 weeks ago
$100K - $120K *
Reimagine corporate real estate management by leading office operations, overseeing lease negotiations, and ensuring efficient space utilization across multiple locations while aligning with executive...
3 weeks ago
Vice President Advisory Relations
$180K - $220K *
Shape the future of government solutions by driving strategic partnerships and market growth. In this executive role, you'll cultivate relationships with key advisory firms, ensuring our data and tech...
1 week ago
$110K - $130K *
Collaborate with high net worth clients as a trusted strategist, driving new business while managing client relationships and steering estate administration. Foster teamwork within the organization to...
1 month ago
$155K - $185K *
Unlock potential by delivering sophisticated financial, estate, and tax planning advisory services to high-net-worth clients, while building strong relationships and enhancing training and educational...
Reposted 3 weeks ago
$115K - $135K *
Drive your career forward by managing a diverse portfolio of high-net-worth clients, delivering expert tax preparation and advisory services while collaborating with financial advisors to maximize cli...
Yesterday
$170K - $200K *
Elevate tax administration services for exchange-traded funds by leading a dynamic team, resolving complex tax matters, and enhancing processes to support a growing fund platform while ensuring compli...
2 weeks ago
$125K - $150K *
Pioneer your career by managing high-net-worth portfolios, developing tailored investment strategies, and fostering client relationships. Leverage your expertise to drive business growth and deliver e...
2 weeks ago
$150K - $200K *
Lead client engagements by leveraging tax expertise to drive revenue growth, manage complex planning discussions, and enhance client relationships while ensuring strategic alignment across teams for o...
2 days ago
Associate Financial Planner, Central Advice Group
$70K - $98K *
Drive the charge in financial planning by supporting Wealth Management Advisors with accurate, compliant plans. Collaborate closely to address client needs and enhance service quality while maintainin...
2 weeks ago
Vice President, Business Development
$100K - $150K *
Unlock your potential by driving revenue growth and managing client relationships in the commercial real estate sector. Engage in business development, account management, and market intelligence to a...
5 days ago
$88K - $100K *
Champion the growth of financial advisor teams by shaping impactful marketing strategies. As a strategic partner, you will guide planning, enhance accountability, and drive measurable outcomes, while...
1 month ago
Vice President, Real Estate Loan Asset Management
$160K - $200K *
Empower your career by overseeing a diverse loan portfolio across North America and Australia. Collaborate with teams to enhance asset management strategies while maintaining key client relationships...
2 weeks ago
$100K - $120K *
Deliver comprehensive financial planning support to enhance client experiences, collaborating with advisors to create detailed plans and analyses for high-net-worth clients while driving process impro...
2 weeks ago
Vice President - Financial Planning & Analysis
$200K - $275K *
Transform financial planning and analysis for diverse divisions, optimize performance insights, and shape executive decisions. Drive accountability through robust forecasting, modeling, and communicat...
1 month ago
Vice President, Real Estate Advisory Group
$150K - $180K *
Join a team that's dedicated to delivering top-tier real estate valuation and consulting services. Lead projects, manage staff, and build client relationships while leveraging your expertise to maximi...
5 days ago