Financial Services - Tax - Wealth and Asset Management - Senior
$109K - $170K *
Shape the future of tax compliance by implementing innovative strategies, optimizing operations, and providing expert support in the asset management sector, while developing governance and risk frame...
2 days ago
Wealth Management, Trust Administrator, New York
$80K - $120K *
Transform client services by managing trust accounts, ensuring adherence to regulations, and overseeing daily administration. Collaborate with teams to mitigate risks, enhance relationships, and suppo...
2 weeks ago
$125K - $290K *
Join a team that's driving investment excellence in a hands-on portfolio management role. Collaborate on strategic initiatives, manage multi-asset class portfolios, and innovate investment strategies...
Reposted yesterday
Trust Relationship Manager and Estate Settlement Advisor
$175K - $225K *
Transform your career by managing complex fiduciary trust relationships, providing exceptional client service, and ensuring compliance for both domestic and international clients. Play a key role in m...
2 days ago
Wealth Management - Data Provisioning Execution & Innovation - Vice President
$130K - $180K *
Champion transformative data solutions by connecting AI and operational workflows to enhance data product delivery. Foster collaboration across teams to drive analytics enablement, ensuring efficient...
3 weeks ago
Wealth Platforms Enablement Lead -Private Wealth (Boston, NYC, or San Francisco)
$120K - $150K *
Elevate the Private Wealth experience by enhancing systems and workflows for better client management. Collaborate with leaders and teams to standardize usage, streamline processes, and drive accounta...
3 weeks ago
Director, Estate & Wealth Consultant - UHNW
$185K - $250K *
Drive sophisticated estate and wealth planning strategies to enhance advisor engagement and optimize outcomes for ultra-high net worth clients. Collaborate cross-functionally to deliver integrated sol...
Yesterday
Director, Estate & Wealth Consultant - UHNW
$200K - $270K *
Transform wealth management strategies by leading complex estate and tax engagements, collaborating with advisors to drive growth and enhance client outcomes within UHNW portfolio contexts and deliver...
Yesterday
Product Manager - Financial Planning Platforms, Assistant Vice President
$85K - $140K *
Empower financial planning innovation by developing and managing key tools, supporting AI initiatives, and enhancing user experiences for advisors and clients through strategic platform management and...
Reposted 5 days ago
Senior Premier Banker Riverdale
$76K - $136K *
Join a dynamic team to deepen relationships with affluent clients by offering tailored financial strategies, managing a diverse product portfolio, and fostering collaboration to enhance customer exper...
1 week ago
Advisor Growth & Lead Conversion Manager
$150K - $250K *
Take ownership of advisor relationships and performance metrics, driving success and support within the wealth management sector. Collaborate cross-functionally to enhance advisor experiences and opti...
Reposted 3 days ago
Advisor Growth & Lead Conversion Manager
$150K - $250K *
Champion advisor success by managing relationships and enhancing performance metrics. Collaborate with teams to propel advisor growth while leveraging deep industry knowledge. Drive continuous improve...
Reposted 3 days ago
Vice President, Client Reporting Support Manager
$120K - $150K *
Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...
4 days ago
$90K - $100K *
Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...
Reposted 1 week ago
$275K - $325K *
Shape the future of financial risk management by leading cutting-edge enterprise risk initiatives, ensuring sustainable innovation, and driving a resilient risk framework in a digital asset-focused en...
5 days ago
HNW Lending Product Support Associate
$58K - $115K *
Unlock potential by delivering exceptional support and expertise in Securities Based Lending while collaborating with Financial Advisors and stakeholders to enhance client experience and service quali...
4 days ago
Lead Business Aligned Finance Analyst- CIB Markets
$143K - $224K *
Champion financial strategy as a Lead Analyst, guiding performance initiatives. Collaborate with leadership and provide insights to enhance growth, efficiency, and reporting within a fast-paced financ...
4 days ago
Risk Manager - Financial Advisor Discretionary Portfolios
$120K - $150K *
Unlock your potential in a dynamic role that combines quantitative analysis, risk management, and stakeholder collaboration to enhance investment strategies and drive superior portfolio performance...
3 weeks ago
Director, MAP, Custody, Trading, & Markets
$154K - $312K *
Champion regulatory excellence as you lead a high-performing team, oversee membership applications, and enhance operational efficiency, driving continuous improvement and fostering skill development i...
6 days ago
Director, MAP, Custody, Trading, & Markets
$154K - $312K *
Join us to lead a dynamic team in managing the membership application process with a focus on regulatory compliance, operational leadership, and fostering skill development while driving efficiency an...
6 days ago
Director, MAP, Custody, Trading, & Markets
$154K - $312K *
Lead the management of a risk-based application program, overseeing a skilled team to ensure compliance with industry regulations, improve operational effectiveness, and enhance staff capabilities whi...
6 days ago
Vice President, Client Relationship Manager
$100K - $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...
Reposted 2 weeks ago
$88K - $121K *
Manage comprehensive administrative support for multiple executives, ensuring efficient calendar management, travel coordination, and effective communication across teams. Play a key role in fostering...
Reposted 3 weeks ago
$76K - $90K *
Empower Wealth Advisors by driving investment management services, consulting on portfolio strategies, and ensuring seamless implementation. Collaborate across departments to enhance service delivery...
Yesterday
Wealth Relationship Manager - Manhattan
$88K - $132K *
Accelerate your career by driving client relationships and financial solutions for affluent clients. This role enhances your expertise through collaboration and innovative problem-solving within a fas...
1 week ago