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$131K - $238K *

Empower impactful legislation shaping the securities industry. This role involves monitoring state regulatory changes, leading stakeholder communication, and providing strategic guidance to enhance ad...

5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$131K - $238K *

Shape your career by leading state regulatory initiatives and stakeholder relations, delivering actionable intelligence to executives. Collaborate independently on complex matters in a fast-paced envi...

5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $115K *

Unlock potential by leading high-quality tax compliance for high-net-worth clients. Oversee complex individual and fiduciary tax matters, develop client relationships, mentor staff, and enhance tax pr...

4 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$92K - $115K *

Shape the future of client relationships by managing a diverse portfolio of mass affluent clients, delivering tailored financial solutions, and fostering partnerships that enhance service and growth w...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $120K *

Accelerate progress at a leading financial institution, engaging with senior professionals and clients. Develop critical skills while contributing to strategic investment and advisory services across...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$88K - $105K *

Advance your career by leading a dynamic branch team to deliver exceptional client experiences, drive sales, and grow market presence, while fostering community relationships and managing compliance i...

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$255K - $300K *

Lead the charge in enhancing our elite estate planning practice for ultra-high net worth families. Build, mentor, and direct a team of strategists while setting a high standard for technical excellenc...

US-AnywhereRemote

3 weeks ago

  •   15+ years exp.  •   Legal & Accounting

$92K - $115K *

Grow your career with a leading firm as you manage complex financial portfolios for affluent clients, leveraging diverse retail solutions and cultivating strong relationships to drive success and enha...

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$140K - $180K *

Inspire exceptional client relationships as you lead advisory teams, oversee personalized financial planning, and drive impactful investment strategies to enhance growth and retention while ensuring a...

Reposted 4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$140K - $180K *

Join a dynamic advisory team to drive client relationships and deliver tailored financial planning and investment strategies, enhancing service excellence and growth through team leadership and deep c...

Reposted 4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $120K *

Partner with us to deliver personalized financial guidance and investment solutions, fostering strong client relationships and supporting diverse needs while enhancing digital confidence and education...

6 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$69K - $107K *

Join our Key & Strategic Client Success Management team to maximize client value, drive adoption and ensure retention through strategic partnerships and advocacy, offering a seamless experience while...

US-AnywhereRemote

Reposted 6 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$79K - $112K *

Champion an exceptional client experience as a Lead Associate in Private Client services. Guide and train teams, handle complex inquiries, and reinforce service excellence to ensure compliance and ali...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$154K - $299K *

Develop, grow your career with this leadership role managing a diverse team of Enforcement attorneys. Drive case progress, legal analysis, and collaboration to ensure high-quality, timely outcomes in...

5 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$154K - $299K *

Help us manage a diverse team of attorneys in enforcing regulatory standards while ensuring timely case resolutions and effective collaboration across departments, fostering a strategic and supportive...

5 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$123K - $228K *

Help us deliver exceptional fiduciary services, ensuring compliance and client satisfaction while managing complex accounts and fostering relationships to grow our fiduciary business...

Yesterday

  •   8 - 10 years exp.  •   Finance & Insurance

$139K - $160K *

Lead the full enterprise sales cycle, engaging with C-suite stakeholders and driving strategic partnerships in WealthTech. Leverage relationships to overcome complex business challenges and deliver me...

US-AnywhereRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$145K - $165K *

Engage as a platform expert to drive advisor adoption and funding through insightful solutions, training, and relationship management. Utilize technical expertise to enhance workflows and ensure seaml...

Yesterday

  •   Less than 5 years exp.  •   Finance & Insurance

$75K - $90K *

Join a dynamic team as a Portfolio Analyst, driving comprehensive portfolio management, developing investment strategies, and enhancing client relationships in a fast-paced investment environment...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$180K - $200K *

Transform enterprise client relationships in wealth management and insurance. Own client satisfaction, retention, and commercial performance while engaging C-suite executives and delivering measurable...

US-AnywhereRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$85K - $140K *

Transform client service by leading a team focused on elevating support standards and operational efficiency while ensuring compliance and enhancing team development within the branch's strategic obje...

2 weeks ago

  •   Less than 5 years exp.  •   Business Services

$85K - $140K *

Help us enhance client service experiences by leading a dedicated team, driving operational excellence, and fostering professional development within our branches to meet strategic business objectives...

2 weeks ago

  •   Less than 5 years exp.  •   Business Services

$70K - $123K *

Champion the post-proposal journey for Annuities, ensuring compliance and timely funding while relieving agents of administrative burdens for optimal client support and relations...

US-AnywhereRemote

Today

  •   Less than 5 years exp.  •   Finance & Insurance

$200K - $250K *

Help us shape the future of portfolio management, driving strategy and product development for innovative wealth management solutions. Collaborate with cross-functional teams to deliver scalable, comp...

US-AnywhereRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $120K *

Join a dynamic team to deepen client relationships and enhance service quality. This role requires proactive engagement, strong communication skills, and a commitment to client satisfaction, ensuring...

Reposted 5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance