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
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...
5 days 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
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
$102K - $120K *
Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...
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...
1 week ago
Vice President, Regional Branch Manager
$300K - $350K *
Transform financial services by empowering advisors to achieve success. Drive profitability in expanding branches while fostering relationships and maintaining advisor satisfaction in a dynamic leader...
3 weeks ago
Vice President - Asset Management
$104K - $140K *
Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...
4 weeks ago
Vice President, Client Solutions (Alternatives & Wealth)
$110K - $175K *
Champion exceptional client service by fostering relationships, managing client needs, and providing insights across diverse asset classes. Collaborate with stakeholders to support client satisfaction...
1 week ago
$90K - $120K *
Elevate your career by directing loan collection and foreclosure operations, ensuring compliance and effective asset management while collaborating with legal teams and supporting subordinate staff in...
4 days ago
AVP, Associate Regional Investment Director
$108K - $180K *
Collaborate to enhance the performance and growth of wealth management programs, serving as a trusted partner to institutions. Translate strategic priorities into actionable plans and drive exceptiona...
6 days 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...
1 week 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
$70K - $95K *
Shape the future of fiduciary advising by managing complex accounts and compliance. Deliver tailored fiduciary solutions that ensure client satisfaction while growing business assets, leveraging your...
Today
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...
5 days 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...
5 days 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
Vice President of Syndications
$130K - $180K *
The Vice President of Syndications is responsible for originating, structuring, and distributing bank transactions for the Capital Markets team. This role involves overseeing the creation of offering...
Reposted 6 days 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
Senior Counsel--Investment Advisor
$100K - $291K *
Empower your legal career by providing expert counsel on investment adviser regulations and ensuring compliance for private credit fund management. Collaborate with senior leaders while making impactf...
Reposted 4 weeks ago