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
$145K - $242K *
Lead the charge in shaping strategic initiatives and pricing strategies for diverse financial solutions, ensuring operational efficiencies and enhancing the overall client experience within a dynamic...
1 week 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
$129K - $215K *
Champion the success of top-tier independent advisors by driving retention and satisfaction. Collaborate with clients and internal teams to ensure exceptional service, strategic planning, and engageme...
1 week ago
$129K - $215K *
Join our dynamic Relationship Management team, advocating for top-tier independent advisors. Drive client retention and satisfaction by aligning strategic resources and delivering exceptional service...
1 week ago
$150K - $251K *
Empower advisors by leading innovative investment strategies. Drive growth through exceptional consulting services, aligning investment goals with client success and enhancing investment processes wit...
1 week ago
$150K - $251K *
Shape investment strategies by providing advisors with tailored, objective guidance. Lead portfolio design efforts to enhance client satisfaction and drive advisor success while ensuring alignment wit...
1 week ago
VP, Financial Institution Strategy - Banks/Credit Unions
$145K - $242K *
Drive strategic execution in outsourced wealth solutions for credit unions, assessing performance and implementing innovative solutions to enhance client experiences and support organizational goals...
1 month ago
VP, Financial Institution Strategy - Banks/Credit Unions
$145K - $242K *
Lead the charge in shaping innovative wealth solutions for credit unions. Collaborate strategically across teams to enhance client experiences and drive growth in the financial institution sector whil...
1 month ago
SVP, National & Regional Bank Relationship Manager
$202K - $337K *
Bring your expertise to lead strategic partnerships with National and Regional Banks, enhancing client value through innovative consultations and deep relationship management, while driving growth and...
2 days ago
SVP, National & Regional Bank Relationship Manager
$202K - $337K *
Inspire strategic growth and client retention as you lead engagements with National and Regional Banks, driving adaptations and enhancing the delivery of wealth management services while fostering par...
2 days ago
Vice President, Fund Manager, US Municipal Finance, Community Investments
$140K - $160K *
Elevate your career by managing investor relations and financial analysis for LIHTC funds. Drive operational excellence through timely reporting, client communication, and portfolio performance analys...
3 weeks ago
Vice President - Insurance Business Development
$144K - $193K *
Drive strategic client relationships within the insurance sector, leveraging investment expertise to enhance new business development and retention. Engage executives, delivering tailored solutions an...
1 week ago
AVP, Senior Trustee Consultant
$88K - $147K *
Grow your career as a key member of a dynamic Business Development team, enhancing client experiences through effective trustee services and project management while building lasting relationships wit...
1 week ago
AVP, Senior Trustee Consultant
$88K - $147K *
Join a high-performing team to enhance client relationships and drive trustee services for independent advisors. Your expertise will shape exceptional client experiences while managing complex trustee...
1 week ago
Vice President, Portfolio Management - Insurance
$225K *
Lead the charge in managing credit risk and portfolio oversight for insurance clients. Collaborate with teams to conduct assessments, negotiate contracts, and mentor junior staff while ensuring compli...
2 weeks 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
AVP, Wealth Advisors Group Product Manager
$109K - $182K *
Champion innovative product solutions that enhance financial advisor capabilities and client experiences. Collaborate across teams to drive growth initiatives and modernize strategies for LPL advisors...
6 days ago
AVP, Wealth Advisors Group Product Manager
$109K - $182K *
Lead transformative initiatives in product management to enhance advisor capabilities and client experiences. Collaborate across teams to innovate, develop strategies, and implement technology solutio...
1 week ago
VP, Assistant General Counsel - Brokerage
$168K - $281K *
Shape the future of financial services by providing strategic legal support to enhance compliance and business operations within a dynamic, client-focused environment. Collaborate with multiple teams...
3 weeks ago
VP, Assistant General Counsel - Brokerage
$168K - $281K *
Partner with us to provide strategic legal counsel in a fast-paced environment, advising on complex regulatory issues in brokerage and investment advisory sectors while supporting M&A projects and com...
3 weeks 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
$103K - $172K *
Join a dynamic team to foster client success through leadership and engagement. Drive continuous improvement in service operations and lead a skilled group dedicated to delivering impactful solutions...
1 week ago