$125K - $150K *
Engage in trust administration by building relationships with clients and financial advisors. Oversee trust accounts while ensuring compliance and delivering exceptional service. Play a key role in cl...
2 weeks ago
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
Vice President, Wealth Business Development (Midwest)
$130K - $230K *
Help us expand our strategic distribution efforts in the wealth management ecosystem by developing critical relationships and driving adoption of investment solutions across key platforms in the Midwe...
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
Finance - Senior Wealth Advisor
$125K - $150K *
Join a team that provides comprehensive financial planning and guidance for multi-generational families. You'll develop personalized strategies, coordinate with advisors, and enhance relationships to...
5 days 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...
Yesterday
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
Vice President, Portfolio Management - Insurance
$225K *
Manage and oversee credit portfolios, conduct risk assessments, and lead projects while collaborating with teams to enhance service delivery for diverse insurance clients and maintain adherence to pol...
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
Vice President, FP&A Advice & Wealth Management (AWM) & Insurance
$259K - $389K *
Shape the future of financial planning by leading FP&A strategies across wealth management and insurance. Collaborate with executives to drive sustainable growth while enhancing analytics capabilities...
Reposted 2 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
Vice President, Advisor Marketing
$235K - $353K *
Lead the charge in transforming advisor marketing strategies, driving growth through innovative, scalable solutions. Collaborate with cross-functional teams and ensure high engagement while overseeing...
2 weeks ago
Vice President, Advisor Marketing
$235K - $353K *
Shape the future of advisor marketing by leading transformative strategies to enhance advisor experiences, drive growth, and modernize marketing solutions across a diverse organization...
2 weeks ago
Vice President, Client Reporting, Conversion Specialist
$125K - $150K *
Champion the client conversion lifecycle, managing data migrations and project timelines, while collaborating cross-functionally with teams to ensure successful onboarding and integration into the pla...
1 week ago
Vice President, Sales Consulting - Wealth Management
$196K - $295K *
Join a team that's transforming sales strategy in wealth management. Lead the evolution from product consulting to sales consulting, enhancing advisor adoption and driving business growth while foster...
1 week ago
Vice President, Sales Consulting - Wealth Management
$196K - $295K *
Shape and execute innovative sales strategies for wealth management, enhancing advisor engagement and business growth while developing high-performing consulting teams and fostering collaboration acro...
1 week ago
Senior Lead Private Wealth Portfolio Manager
$185K - $300K *
Advance your career by leading a regional team in delivering sophisticated investment solutions to High Net Worth clients, focusing on risk management and operational excellence while driving business...
2 weeks ago
SVP Insurance Actuarial Engineering
$180K - $220K *
Unlock the potential of actuarial solutions through technology as you design and operationalize advanced models, bridging actuarial insights with executive-level business strategies to drive impactful...
3 weeks ago
Vice President, Financial Planning and Analysis
$290K *
Collaborate with executive leaders to drive financial strategy, optimize performance, and enhance decision-making. Oversee budgeting, forecasting, and analytics while leading a high-performing FP&A te...
3 weeks ago
$100K - $155K *
Drive new commercial relationships by managing loan portfolios and underwriting transactions. Collaborate with clients to grow deposits and ensure compliance with banking regulations while enhancing c...
2 weeks ago
Senior Portfolio Manager, Mortgage Derivatives
$175K - $225K *
Tackle complex investment strategies in securitized products, focusing on agency MBS. Leverage strong analytical and communication skills to drive portfolio performance and client relationships while...
1 week ago
Manager, Senior Portfolio Consultant
$110K - $130K *
Drive exceptional investment management services by leading a team of Portfolio Consultants, enhancing workflows and aligning strategic initiatives with Wealth Advisors to deliver high-quality client...
3 weeks ago
Wealth Custom Lending Specialist
$77K - $145K *
Unlock potential by delivering custom lending solutions to high-net-worth clients, collaborating with specialists to structure credit opportunities, and managing complex portfolios while navigating ri...
1 week ago
Alternative Investments Financing Lead Wealth Underwriter
$119K - $224K *
Deliver custom credit solutions for private capital and hedge funds. Lead complex underwriting, analyze financial profiles, and negotiate tailored financing. Collaborate with stakeholders to enhance c...
1 week ago
$160K - $200K *
Transform the financial landscape by leading our accounting and finance functions while building a high-performing team. Drive operational excellence, ensure financial integrity, and collaborate with...
2 weeks ago