$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...
1 week ago
Senior Director, Wealth Management
$155K - $180K *
Join a dynamic team to lead Wealth Management Advisors, enhancing client relationships and driving strategic growth. Ensure exceptional client experiences while managing performance and developing tal...
Today
$220K - $300K *
Shape the future of financial strategy by leading comprehensive reporting, planning, and analysis. Collaborate with cross-functional teams to enhance decision-making and drive performance, while ensur...
Today
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 3 weeks ago
Vice President, Business Intelligence Engineer
$150K - $180K *
Innovate data-driven strategies to enhance business decision-making and optimize reporting processes. Leverage expertise in BI, CRM Analytics, and Salesforce to deliver actionable insights and support...
3 days 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...
3 weeks ago
Vice President, Investment & Wealth Distribution
$250K - $300K *
Transform the investment and wealth distribution strategy for Retirement, driving revenue growth and market penetration through innovative solutions and strong leadership across teams and channels...
3 days ago
Vice President, Investment & Wealth Distribution
$250K - $300K *
Lead the investment and wealth distribution strategy for Retirement, driving revenue growth, market penetration, and adoption. Build capabilities, operating models, and a team to effectively execute i...
1 week ago
Vice President, South Central Zone Leader - Underwriting
$250K - $350K *
Lead regional underwriting excellence to drive profitable growth and enhance broker relationships. Oversee strategy, talent development, and operational performance in a dynamic, high-growth environme...
Reposted 2 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...
1 week 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 2 weeks ago
Senior Investment Advisor, Business Development - California
$125K - $150K *
Lead the charge in expanding investment advisory services for fiduciaries. Build strong client relationships, drive growth, and collaborate cross-functionally to deliver tailored solutions for complex...
3 weeks ago
$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...
Reposted 1 week 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...
2 weeks ago
Vice President - Financial Planning & Analysis
$200K - $275K *
Transform financial planning and analysis for diverse divisions, optimize performance insights, and shape executive decisions. Drive accountability through robust forecasting, modeling, and communicat...
1 week 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...
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...
2 weeks ago
$230K - $300K *
Optimize financial strategy by leading FP&A cycles, diagnosing cross-functional challenges, and driving impactful decisions that enhance operational efficiency and scalability across the organization...
Reposted 1 week ago
Vice President, Product Management
$110K - $170K *
Join a team that's pivotal in aligning product decisions with organizational strategy. This role leads customer advocacy, ensuring solutions meet user needs while managing a prioritized backlog and co...
2 weeks ago
Vice President, Corporate Development
$247K - $292K *
Accelerate progress at a dynamic firm by leading M&A strategy and partnerships, ensuring market readiness for exits such as IPOs, and advising on core credit operations while driving impactful initiat...
3 weeks 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...
1 week ago
Vice President, Financial Planning & Analysis
$145K - $270K *
Discover and lead the FP&A function, driving planning, forecasting, and performance management while partnering with executives to enhance financial outcomes and operational discipline across a dynami...
1 week ago
$129K - $190K *
Empower financial professionals by providing expert guidance on advanced sales strategies, including estate planning, taxation, and business succession. Collaborate across teams to drive growth and en...
1 week ago
Attorney (Estate Planning Strategist)
$90K - $130K *
Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...
Reposted 3 weeks ago
$110K - $130K *
Champion a revolutionary approach to financial planning, delivering personalized, tech-driven advice to empower clients while building trusting relationships in a dynamic, supportive environment focus...
1 week ago