Director of Financial Planning, Ascend & Regis
$150K - $175K *
Unlock potential by spearheading unified financial planning processes. Lead a team of planners to enhance the financial experience for ultra-high net worth clients through training, innovation, and st...
Reposted 6 days ago
$120K - $150K *
Grow your career with a leadership role guiding Financial Advisors in delivering personalized financial solutions and enhancing client relationships, while driving team performance and managing comple...
Reposted yesterday
WLS - Data & Reporting Business Manager - Vice President
$150K - $180K *
Elevate business performance by leading analytics and insights initiatives. Partner with senior leaders to enhance data quality, drive risk management, and foster operational efficiency through advanc...
3 weeks ago
$80K - $90K *
Empower your career with a role focused on collaboration, team leadership, and cross-functional partnerships. Drive growth while working alongside diverse teams to achieve common goals in a dynamic wo...
6 days ago
$90K - $120K *
Shape the future of wealth management by driving product innovation and strategic initiatives. Engage with both US and international markets to enhance our managed investment platforms, applying AI to...
3 weeks ago
$120K - $150K *
Empower product innovation by driving strategic platform initiatives, collaborating with cross-functional teams, and integrating AI to enhance the craft of product ownership across managed investments...
3 weeks ago
$75K - $130K *
Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...
6 days ago
$182K - $218K *
Champion effective project execution by leading diverse teams and managing complex portfolios. Your strategic vision will drive alignment with organizational objectives and enhance operational efficie...
2 weeks ago
Associate General Counsel - Personal Wealth Products
$166K - $242K *
Partner with us to drive innovation in wealth management by leading legal counsel for product development. Collaborate with cross-functional teams to ensure compliance while delivering impactful solut...
1 month ago
$70K - $205K *
Lead strategic transformations in Wealth Management, driving tailored digital solutions and enhancing operational models. Collaborate with clients to meet their technology needs and revolutionize thei...
2 weeks ago
Vice President - Asset Management
$104K - $140K *
Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...
1 week ago
Senior Financial Analyst - Portfolio Management & Strategy
$72K - $103K *
Shape innovative solutions by leading complex data analyses and process improvements. Engage in mentoring junior analysts while overseeing projects and enhancing team efficiency through advanced data...
Reposted 2 weeks ago
Retirement Plan Advisor- Scranton/PA
$72K - $101K *
Lead impactful retirement planning discussions and presentations to individuals, fostering relationships and achieving financial goals through data-driven strategies while collaborating with internal...
Reposted yesterday
$120K - $150K *
Join a team that's dedicated to guiding high-net-worth clients through complex fiduciary landscapes. As a Senior Trust Officer, you will manage client relationships and collaborate with experts to del...
2 weeks ago
$100K - $115K *
Engage in venture capital investment opportunities in AI and tech sectors. Collaborate with top entrepreneurs, track deal flow, and conduct market research, fostering innovation within a dedicated fun...
1 week ago
$100K - $135K *
Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...
1 week ago
$90K - $120K *
Shape the client experience by managing trust accounts and ensuring compliance. Build lasting relationships with advisors and beneficiaries while administering trusts effectively within regulatory fra...
Reposted 6 days ago
VP, Head of Investment Accounting
$180K - $268K *
Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...
Yesterday
$102K - $120K *
Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...
Today
Chief Wealth Platform Architect
$150K - $180K *
Champion innovation in wealth management by architecting a cohesive platform that integrates tools and services, ensuring scalability and adaptability while leading collaborations with cross-functiona...
Reposted 1 week ago
Risk Director: Financial Advisor Services - Portfolio & Adviser Solutions
$130K - $180K *
Join a team that's transforming risk management within financial advisory services. As a trusted advisor to senior leaders, you will shape strategic initiatives, assess risks, and drive growth while e...
1 week ago
$85K *
Empower your career by joining our asset management team, overseeing a $35B+ portfolio. Collaborate with seasoned professionals while delivering high-quality monitoring and reporting on commercial rea...
1 week ago
Account Manager - Financial Wellness Solutions
$63K - $127K *
Collaborate with clients to design and advance financial wellness programs, while strengthening relationships. Leverage your expertise in account management to innovate solutions and drive service exc...
1 week ago
Account Manager - Financial Wellness Solutions
$63K - $127K *
Drive client relationships and advance financial wellness solutions through innovative program development, implementation, and personalized consultative support. Collaborate with teams to ensure clie...
1 week ago
Account Manager - Financial Wellness Solutions
$63K - $127K *
Shape transformative financial wellness solutions by fostering client relationships and driving program development that aligns with business needs. Embrace a consultative approach to deliver innovati...
1 week ago