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
$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...
2 days ago
$72K - $120K *
Transform the client transition experience by guiding advisors through RIA conversions, M&A support, and seamless integrations. Leverage communication and operational expertise to ensure exceptional c...
1 week 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 today
AVP, Insurance Solutions & Advisor Enablement
$106K - $177K *
Help us empower advisors by driving adoption and execution of insurance solutions across the East Coast through training, developed playbooks, and continual support throughout the sales lifecycle, ens...
1 week ago
VP, Financial Consultant -National Branch - Phoenix, AZ (South Mountain)
$100K - $120K *
Shape the future of clients' financial health by providing expert guidance in investing, retirement, and education planning while building lasting relationships and growing your practice through compr...
2 weeks ago
AVP, Client Success Management
$103K - $173K *
Join a team that champions advisor satisfaction and retention by delivering tailored solutions, leveraging relationship management and sales expertise to drive business growth and enhance the advisor...
1 week ago
Vice President, Personal Lines - West
$259K - $351K *
Lead the charge in driving organic growth in Personal Lines by managing a high-performing sales team, implementing regional strategies, and enhancing operational efficiency for sustained business succ...
3 weeks 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
Managing Director, Financial Planning
$160K - $200K *
Elevate your career by leading strategic growth in financial planning outsourcing. Drive business development, cultivate relationships, and enhance client service delivery while fostering a culture of...
3 weeks ago
$75K - $130K *
Seeking motivated sales professionals to drive client acquisition and growth. Own the sales cycle, engage prospects, and foster relationships while thriving in a fast-paced environment. Join a passion...
1 month ago
$76K - $126K *
Help us provide exceptional trading support and guidance to financial advisors while leading initiatives that enhance our operational effectiveness and client satisfaction. Your expertise in trading s...
6 days 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
Senior Employee Relations Partner
$88K - $105K *
Elevate your career as you provide expert guidance on employee relations, navigate workplace investigations, and partner with leaders to foster a positive, compliant work environment while mitigating...
Reposted 2 weeks ago
$110K - $130K *
Drive success by underwriting complex commercial loan transactions, analyzing financials, and collaborating with teams to deliver high-quality outcomes while ensuring excellent customer service and ma...
3 weeks ago
Senior Managing Director, Head of Loan Servicing and Asset Management
$250K - $325K *
Drive operational excellence by leading a diverse Loan Servicing and Asset Management platform, setting strategic direction while fostering talent and ensuring compliance across commercial real estate...
1 week ago
Lead Underwriter Specialty Lending (Affluent Clients)
$87K - $140K *
Elevate your career by leading the underwriting process for affluent clients, evaluating complex credit requests with a focus on exceptional customer experience and sound credit judgment while collabo...
Reposted 2 weeks ago
$90K - $115K *
Lead and optimize product strategies for complex investment solutions, overseeing their lifecycle management, governance, and execution across multiple categories to enhance advisor understanding and...
2 days ago
Associate Director of Advisor Sales
$115K - $230K *
Drive impactful sales strategies and empower a team of Advisor Sales Executives, navigating the retirement landscape and ensuring high partnerships through financial advisors for superior revenue grow...
3 weeks ago
$150K - $170K *
Lead a dynamic Development Team in building scalable applications by overseeing architecture and code quality. Collaborate with stakeholders to ensure solutions align with business goals while mentori...
1 week ago
$100K - $120K *
Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...
1 week ago
$180K - $220K *
Optimize sales growth by driving new bookings and expanding existing accounts. Lead a disciplined team to achieve revenue targets, enhance retention, and ensure accountable sales processes while foste...
2 weeks ago
$79K - $133K *
Join a dynamic team to lead trading operations, ensure compliance, and foster talent development. Collaborate with advisors and internal teams to enhance trading efficiency while managing priorities a...
6 days ago
$129K - $190K *
Join us to provide strategic sales and technical guidance in advanced insurance planning, enhancing our value proposition while driving growth in life insurance and annuities through collaboration wit...
1 week ago
AVP, FRAML Senior Investor Protection
$101K - $168K *
Analyze complex financial crime investigations while leading a team focused on elder protection. Leverage your expertise to educate and guide clients, enhancing risk mitigation strategies within a col...
1 week ago