Vice President, Branch Leader -Century City, CA
$96K - $210K *
Shape the future of branch leadership by driving performance, developing talent, and enhancing client experiences. Utilize sales expertise to cultivate growth and ensure operational excellence in a dy...
3 weeks ago
$180K - $220K *
Shape the future of financial leadership by driving enterprise planning, forecasting, and performance management. Partner with senior leaders to deliver clear insights and guide strategic decisions th...
3 days ago
President and Head of Distribution Services
$200K - $250K *
Lead the launch and growth of a new ETF distribution entity, ensuring regulatory compliance and operational efficiency. Collaborate with cross-functional teams to build a client-focused platform that...
Yesterday
Vice President, Transaction Advisory
$120K - $215K *
Lead high-stakes financial due diligence projects to uncover risks and opportunities, guiding critical investment decisions for private equity and corporate clients while supervising teams to ensure e...
Yesterday
$210K - $250K *
Join a dynamic team to lead and optimize fund administration, ensuring compliance and operational efficiency. Drive strategic growth and enhance team capabilities while fostering collaboration across...
2 weeks ago
Private Wealth Management Client Service Team Leader
$98K - $115K *
Take ownership of leading a high-performing PWM Associate team, enhancing client support and operational excellence while ensuring compliance and fostering a client-centric culture across Private Weal...
2 days ago
Private Client Solutions Manager
$110K - $155K *
Join a team that's redefining client accounting by providing tailored, high-touch financial services that build lasting relationships and implement innovative strategies for multi-generational familie...
4 weeks ago
Regional Institutional Business Development Manager
$125K - $170K *
Unlock new opportunities by expanding relationships with financial institutions. Drive business development partnerships, leverage marketing technologies, and meet key performance targets while promot...
2 weeks ago
Vice President, Wealth Planner - Torrance, CA
$96K - $210K *
Join a dynamic team as you partner with high-net-worth clients to provide tailored financial guidance, develop comprehensive wealth management strategies, and strengthen relationships that foster grow...
Yesterday
VP Financial Analytics & Modeling Leader
$200K - $275K *
Lead a high-performing team to define financial analytics strategy and develop innovative tools in pharmacy consulting. Collaborate with stakeholders to drive insights and influence financial modeling...
Reposted 4 weeks ago
Vice President, Executive Planning Consultant - Southeast Market
$160K - $200K *
Unlock the potential of executive financial planning by serving as a trusted advisor to senior leaders, delivering personalized investment and retirement strategies while driving client satisfaction a...
Reposted 4 days ago
Senior Portfolio Manager, Mortgage Derivatives
$175K - $225K *
Reimagine investment strategies as a Senior Portfolio Manager. Lead initiatives in liquid agency MBS within a team managing $6 billion in diverse client portfolios. Drive superior performance with inn...
3 weeks ago
$100K - $110K *
Unlock exceptional client experiences by serving as a trusted advisor, nurturing relationships and enhancing service delivery. Lead strategic client interactions, optimize operational processes, and m...
5 days ago
$92K - $160K *
Drive revenue growth by identifying new business opportunities and implementing targeted marketing strategies to attract prospective clients, while enhancing relationships with financial advisors and...
4 weeks ago
VP, Financial Planning & Analysis
$190K - $260K *
Unlock potential by leading financial planning initiatives end-to-end, building robust models for budgeting, forecasts, and unit economics while partnering with key stakeholders to drive strategic dec...
6 days ago
$160K - $200K *
Champion growth in the life insurance sector by recruiting and developing 30-40 independent firms over three years, leveraging industry relationships to drive revenue and foster innovative sales strat...
4 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...
1 week ago
$135K - $160K *
Elevate your career by leading high-impact accounting initiatives for diverse clients, leveraging expertise in financial reporting, technical accounting, and process optimization to drive meaningful c...
3 weeks ago
$90K - $110K *
Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...
4 weeks ago
Senior Consultant | Tangible Asset Valuation
$100K - $120K *
Shape the future of asset valuation by managing engagements, delivering insights, and ensuring quality service. Collaborate with clients to address complex valuation needs while driving practice growt...
1 week ago
$104K - $160K *
Optimize financial strategies by developing tailored plans for clients, including investment advice, estate planning, and risk management while collaborating with a variety of professional advisors to...
4 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
VP, Client Service Manager (TM Onboarding & Support)
$100K - $135K *
Empower client success as you oversee seamless onboarding and ongoing support for Treasury Management clients, driving their satisfaction and product adoption while collaborating with various teams to...
2 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...
Reposted 4 days ago
$85K - $100K *
Lead the charge in enhancing client service excellence through strategic team management, operational optimization, and client engagement initiatives, driving productivity while fostering a supportive...
3 days ago