Senior Associate: Transaction Advisory Services
$75K - $101K *
Elevate your career as you lead complex transactions, mentor associates, and collaborate directly with clients to craft effective succession strategies and deal solutions, driving impactful outcomes o...
4 weeks ago
Wealth Regional Market President
$175K - $215K *
Pioneer client engagement and sales excellence by leading and developing Wealth Advisors and Private Bankers, crafting strategies to enhance service and collaboration for optimal market impact...
3 days ago
$80K - $95K *
Champion client success by preparing and reviewing complex tax returns for high-net-worth individuals, including professional athletes. Collaborate across teams to provide exceptional tax planning and...
2 weeks ago
$110K - $125K *
Drive market expansion by cultivating contractor partnerships, utilizing an extensive network. Operate autonomously within your territory to enhance funded volume and serve as a trusted consultant, en...
2 weeks ago
Tax Experienced Manager, Private Client & Family Office Services
$125K - $150K *
Deliver exceptional finance and accounting services to high-net-worth clients, managing complex engagements while providing strategic tax-related insights and leading a team to enhance client relation...
3 weeks ago
Senior Director Personal Trading & Compliance
$151K - $220K *
Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...
Reposted 2 weeks ago
Senior Manager VSA Accounting & Reporting
$105K - $149K *
Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...
1 week ago
$110K - $130K *
Deliver exceptional program management support to senior leadership, driving financial governance and resource planning while acting as the NEPS subject matter expert to enhance operational efficiency...
Yesterday
Director of Account Management
$140K - $150K *
Grow your career with a pivotal role leading account management teams to drive customer retention, satisfaction, and revenue growth across diverse accounts. You'll establish strategic partnerships and...
4 weeks 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...
Today
Vice President, Fund Manager, US Municipal Finance, Community Investments
$140K - $160K *
Join our team to manage LIHTC Investment Funds, fostering investor relations and delivering analytical insights essential for financial success and compliance in a dynamic, collaborative environment f...
Yesterday
$73K - $110K *
Help us deliver critical investment insights by providing analytical support to fund managers, ensuring seamless reporting and data management. Your analytical skills will enhance portfolio oversight...
1 week ago
Sr. Portfolio Strategist- Akron/Canton Area
$116K - $216K *
Transform client investment experiences by advising and customizing portfolio strategies while collaborating with the relationship management team to exceed client expectations and achieve growth goal...
1 month ago
$61K - $250K *
Lead the charge in empowering clients through tailored financial planning. Utilize state-of-the-art tools and comprehensive training to grow a successful advisory practice, managing client relationshi...
1 week ago
$61K - $250K *
Grow your career with us by becoming a financial advisor, where you'll empower clients through tailored financial planning, manage client relationships, and achieve your entrepreneurial goals in a rew...
1 week ago
$61K - $250K *
Elevate your career by becoming a financial advisor, where you will build client relationships, develop tailored financial plans, and enjoy uncapped earning potential while shaping your entrepreneuria...
1 week ago
Tax Partner - UHNW (West Coast)
$212K - $250K *
Contribute to elite tax strategies for ultra-high net worth families, ensuring seamless collaboration with advisors. Drive client success through integrated tax planning and lead a team committed to e...
1 week ago
$125K - $181K *
Drive enterprise data governance and knowledge management strategies. Collaborate with cross-functional teams to enhance data quality, support compliance, and enable AI governance. Ensure strong data...
1 week ago
Transaction Advisory Services Manager
$117K - $158K *
Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...
Reposted yesterday
$77K - $127K *
Join a team that's dedicated to managing client relationships and overseeing complex transactions. Contribute to account administration and risk mitigation to enhance client satisfaction in a fast-pac...
3 weeks ago
Senior Regional Sales Director (DC/MD/VA/PA)
$100K - $125K *
Advance our growth by leading sales and client service initiatives across key financial markets, mentoring staff and nurturing relationships with intermediaries to drive investment strategies and surf...
4 weeks ago
$140K - $160K *
Transform the future of capital markets by building innovative financial models and tools, collaborating across teams, and driving strategic funding decisions to optimize capital structure and enhance...
3 weeks ago
$175K - $185K *
Partner with us to enhance client relationships and deliver tailored solutions, ensuring high satisfaction and retention. Drive strategic account planning and revenue growth through collaboration with...
Today
$96K - $135K *
Explore the intricacies of data product management, driving the development and improvement of enterprise data solutions that enhance decision-making and operational efficiency, while collaborating ac...
3 days ago
Regional Vice President of Sales (NY & NJ)
$175K *
Transform the investment landscape by engaging high-net-worth clients and converting leads into loyal customers. Collaborate remotely with a dedicated team while optimizing your sales strategies to dr...
1 week ago