$140K - $155K *
Shape the future of financial services by cultivating lasting relationships that drive engagement and growth among financial professionals, enhancing satisfaction and success through targeted strategi...
1 week ago
$130K - $160K *
Transform engagement strategies within financial services, fostering strong relationships and driving business growth. Lead initiatives to enhance advisor satisfaction and retention while collaboratin...
3 weeks ago
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
AVP, Financial Planning Experience
$140K - $165K *
Inspire financial advisors to embrace planning excellence while fostering strong partnerships across departments. Lead initiatives to enhance client service in a rapidly evolving wealth management lan...
Reposted 3 weeks 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, 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...
1 week 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
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
$75K - $114K *
Take ownership of lead generation strategies to drive sales and enhance revenue. Collaborate with sales teams to build key partnerships and ensure pipeline management, while exceeding personal and tea...
1 week 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...
2 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
$120K - $180K *
Pioneer strategic growth in the financial services sector while leading and mentoring a high-performing regional team. Drive performance and shape the future of an expanding organization through innov...
1 week ago
$120K - $150K *
Lead the charge in driving growth and developing advisors as a strategic leader. Influence regional success by collaborating with executives and fostering a high-performance culture in the financial s...
1 week ago
Vice President, Customer Connections
$120K - $150K *
Lead and elevate the performance of customer service operations by fostering a culture of accountability and innovation, driving continuous improvement, and developing a strategic vision for exception...
1 week ago
$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...
3 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...
3 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...
3 weeks ago
$90K - $160K *
Join a team that's committed to empowering Financial Advisors through strategic support and tailored training, while leading initiatives to enhance client relationships and drive success in Wealth Man...
3 weeks ago
$75K - $130K *
Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...
3 weeks 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