Associate Director, State Government Affairs
$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
Associate Director, State Government Affairs
$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
Family Wealth Services Tax Supervisor
$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
Premier Advisor - Warrenton, VA
$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
2027 | Americas | Washington D.C. | Wealth Management, Private Wealth Management | New Associate
$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
Senior Branch Manager (Hyattsville Branch)
$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
Managing Partner, Estate Planning - UHNW (West Coast)
$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...
3 weeks ago
Premier Advisor - Arlington, VA / Georgetown
$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
$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
$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
J.P. Morgan Wealth Management – Private Client Advisor - Washington, DC
$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
$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...
Reposted 6 days ago
Lead Associate - Private Client Group
$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...
1 week ago
$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
$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
$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
$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...
1 week ago
$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
$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
Strategic Client Relationship Manager
$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...
1 week ago
$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
$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
$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...
Today
$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...
1 week ago
$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