$125K - $150K *
Lead the charge in providing expert wealth planning strategies for high net worth clients, driving sophisticated, customized financial solutions and collaborating closely with a dedicated team to ensu...
Reposted 2 weeks ago
VP, Financial Consultant - Dallas, Texas (North)
$125K - $150K *
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 yesterday
$110K - $130K *
Empower operational excellence by leading a high-performing team in financial services. You'll drive compliance, enhance client experiences, and implement process improvements, ensuring robust support...
Reposted 3 weeks ago
$90K - $110K *
Unlock your potential by partnering with leadership to drive financial analysis, improve client performance, and support strategic initiatives through data-driven insights and models. Collaborate acro...
2 weeks ago
Senior Wealth Portfolio Manager II
$125K - $150K *
Grow your career managing high net worth portfolios while mentoring junior talent. Design and implement tailored investment strategies, enhance client relationships, and drive business development as...
3 weeks ago
$110K - $130K *
Elevate your career by leading complex client engagements with a focus on outcomes, alignment, and accountability. Drive strategic relationships, manage multi-stakeholder interactions, and ensure succ...
1 week ago
$117K - $173K *
Elevate client relations through exceptional service and strategic fiduciary management, overseeing complex estates and trusts while enhancing service levels and driving revenue growth through relatio...
1 week ago
$117K - $173K *
Drive exceptional client service and fiduciary administration while nurturing relationships to enhance revenue and deliver comprehensive wealth strategies for complex accounts...
1 week ago
$141K - $207K *
Lead the growth and management of high-value client relationships within the ultra-high net worth Trust market, delivering tailored financial solutions and ensuring exceptional service through collabo...
1 week ago
VP, Assistant Branch Manager - Dallas, TX (North Dallas)
$80K - $95K *
Shape business success by driving growth and client engagement as you partner with leadership to enhance team performance and expand market impact through data-driven strategies...
1 week ago
Director, Life Insurance Solutions
$125K - $150K *
Elevate sales performance by providing product expertise, training, and insights to support life insurance sales strategy and business growth through effective relationship-building and market targeti...
2 weeks ago
Senior Portfolio Manager, Mortgage Derivatives
$175K - $225K *
Unlock investment potential as a Senior Portfolio Manager, driving success in mortgage derivatives. You'll leverage your expertise to enhance performance across diverse portfolios while collaborating...
3 weeks ago
Senior Advisor, Trust & Wealth Management - Dallas, TX
$110K - $130K *
Lead the charge in developing and managing long-term investment portfolios for clients. Collaborate with banking teams to enhance client relationships and support wealth management objectives across t...
3 weeks ago
Managing Director, Financial Planning
$160K - $200K *
Elevate your career by leading strategic growth in financial planning outsourcing. Drive business development, cultivate relationships, and enhance client service delivery while fostering a culture of...
Reposted 5 days ago
Senior Investment Advisor, Business Development - California
$125K - $150K *
Lead the charge in expanding investment advisory services for fiduciaries. Build strong client relationships, drive growth, and collaborate cross-functionally to deliver tailored solutions for complex...
1 week ago
Alternative Investments Financing Lead Wealth Underwriter
$119K - $224K *
Help us create tailored credit solutions for high-net-worth clients by leading complex underwriting and analysis of alternative investments, ensuring sound risk management and collaboration with key s...
Reposted 4 days ago
$210K - $250K *
Join a dynamic team to lead and optimize fund administration, ensuring compliance and operational efficiency. Drive strategic growth and enhance team capabilities while fostering collaboration across...
Reposted today
$100K - $110K *
Unlock exceptional client experiences by serving as a trusted advisor, nurturing relationships and enhancing service delivery. Lead strategic client interactions, optimize operational processes, and m...
6 days ago
Regional Institutional Business Development Manager
$125K - $170K *
Unlock new opportunities by expanding relationships with financial institutions. Drive business development partnerships, leverage marketing technologies, and meet key performance targets while promot...
2 weeks ago
$180K - $220K *
Shape the future of financial leadership by driving enterprise planning, forecasting, and performance management. Partner with senior leaders to deliver clear insights and guide strategic decisions th...
4 days ago
$230K - $300K *
Optimize financial strategy by leading FP&A cycles, diagnosing cross-functional challenges, and driving impactful decisions that enhance operational efficiency and scalability across the organization...
Reposted today
$90K - $115K *
Join a team that's dedicated to enhancing client financial outcomes by leading a dynamic remote Financial Planning team, ensuring efficient workflows, coaching team members, and delivering high-qualit...
2 weeks ago
Lead Wealth Underwriter - Specialty Finance Group
$119K - $206K *
Join a dynamic team dedicated to providing custom credit solutions for High Net Worth clients. Leverage your expertise in financial analysis and underwriting to deliver innovative lending solutions, d...
Reposted today
$160K - $200K *
Join a team that provides strategic leadership in Mortgage Insurance Claims, overseeing compliance and operational excellence. Drive a culture of collaboration and accountability while managing a high...
5 days ago
VP Finance & Statutory Accounting
$115K - $140K *
Transform the financial landscape of a new annuity carrier by building a comprehensive infrastructure, overseeing statutory compliance, and leading all financial operations from inception through regu...
4 weeks ago