$225K - $290K *
Take ownership of building and scaling a robust finance function for a fast-growing organization. Lead strategic financial planning, management reporting, and team development to support continued exp...
1 week ago
VP, Advisor Engagement - Sales Enablement
$130K - $160K *
Shape strategic initiatives for financial professionals, enhancing engagement and retention while driving growth and satisfaction. Collaborate closely with teams to foster relationships and support co...
Reposted 3 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 weeks ago
$250K - $500K+*
Lead client-focused financial strategies by developing, executing, and managing personalized investment and planning solutions while ensuring compliance and delivering exceptional service tailored to...
3 days ago
$109K - $182K *
Drive exceptional service delivery by leading a high-performing organization that supports financial advisors. This role focuses on operational excellence, talent development, and continuous improveme...
3 weeks ago
Regional Vice President, New Client Development
$225K - $250K *
Drive client acquisition by leading financial advisory efforts, enhancing team performance, and strategically expanding market presence to achieve revenue goals within a competitive landscape...
2 days ago
Vice President Finance Operations (FINOP)
$176K - $265K *
Drive financial integrity and operational excellence by ensuring regulatory compliance and effective capital management within the broker-dealer framework while collaborating with senior leadership an...
6 days ago
Director of Financial Planning
$110K - $130K *
Transform financial planning practices by mentoring advisors, leading cross-functional initiatives, and enhancing planning tools. Drive strategic projects and develop comprehensive plans for investors...
Reposted 2 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...
Reposted 2 weeks ago
$165K *
Join a dynamic team where you will connect with prospective clients, guiding them through their financial journey while collaborating with expert advisors and marketing specialists to foster and enhan...
2 weeks ago
$107K *
Transform client relationships by managing Wealth Management teams and driving business growth through collaboration and innovative solutions across internal and external partners, ensuring high satis...
4 days ago
AVP, Wealth Advisors Group Product Manager
$109K - $182K *
Optimize product strategies by engaging cross-functional teams to deliver innovative solutions that enhance client experiences and drive business growth while managing platform modernization and defin...
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 weeks ago
$100K - $115K *
Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...
2 weeks ago
AVP, Client Experience Manager
$97K - $162K *
Lead the charge in providing exceptional service for elite clients by managing a dedicated Client Success Pod, ensuring operational excellence, and fostering collaboration for improved client experien...
5 days ago
$90K - $110K *
Transform client trust operations by overseeing account administration, ensuring satisfaction for beneficiaries and financial advisors, and leading strategic policy implementations for optimal perform...
1 week 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...
4 weeks ago
Vice President, Financial Planning Director - Western Region
$140K - $200K *
Partner with us to elevate the financial planning experience for high-net-worth clients, delivering personalized wealth strategies and advanced planning expertise while collaborating with top Financia...
2 days ago
$66K - $111K *
Shape the future of client success by leading a dedicated team in delivering exceptional service. Drive performance and foster team growth through real-time coaching, problem-solving, and strategic re...
1 week ago
$104K - $174K *
Join a team that drives operational excellence while supporting regional supervisors and spearheading strategic initiatives to enhance compliance and risk management capabilities across the organizati...
3 weeks ago
$90K - $115K *
Drive product strategy and lifecycle management for traded investment solutions, optimizing mutual funds, ETFs, and UITs. Collaborate cross-functionally to ensure effective product onboarding, governa...
3 weeks ago
$85K - $180K *
Lead the charge in delivering specialized wealth planning solutions for HNW/UHNW clients, collaborating with professionals to meet their comprehensive financial objectives. Enhance client relationship...
Reposted 2 weeks ago
$125K - $150K *
Lead and inspire a team to drive strategic alignment and operational excellence across the organization, partnering with stakeholders to facilitate growth and deliver impactful business results throug...
1 week ago
$128K - $214K *
Lead transformative workforce strategies by partnering with senior leaders to enhance organizational effectiveness and workforce capabilities while navigating change driven by AI and automation...
6 days ago
$88K - $100K *
Champion the growth of financial advisor teams by shaping impactful marketing strategies. As a strategic partner, you will guide planning, enhance accountability, and drive measurable outcomes, while...
2 days ago