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$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

  •   11 - 15 years exp.  •   Finance & Insurance

$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

  •   11 - 15 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   8 - 10 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

Reposted 2 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

4 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$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...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   5 - 7 years exp.  •   Finance & Insurance

$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

  •   Less than 5 years exp.  •   Business Services

$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...

US-AnywhereRemote

2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance