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$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...

US-AnywhereRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$75K - $95K *

Join a team that's shaping customer experiences in Private Mortgage Banking by managing sales activities, developing staff, and ensuring compliance. Drive high-quality loan production while fostering...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$98K - $147K *

Join a team that's dedicated to managing strategic programs, enhancing advisor practices, and achieving business goals across departments. You'll oversee multiple projects, ensuring effective delivery...

1 week ago

  •   5 - 7 years exp.  •   Business Services

$73K - $117K *

Join a dynamic team to drive system enhancements and provide expert guidance on business automation. Collaborate with partners to analyze needs, develop robust solutions, and deliver high-quality trai...

1 week ago

  •   Less than 5 years exp.  •   Information Technology

$108K - $162K *

Lead the charge in optimizing audit processes, assessing risks, and mentoring teams. This role ensures compliance and enhances operational efficiency while collaborating with internal and external sta...

3 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$85K - $120K *

Drive excellence in trust and estate administration, managing client accounts and liaising with stakeholders. Leverage your expertise to resolve complex issues while fostering new business opportuniti...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

4 days ago

  •   11 - 15 years exp.  •   Finance & Insurance

$191K - $328K *

Lead the strategy and growth of the Personal Trust advisory business, driving client engagement and business performance while collaborating across teams to deliver comprehensive wealth solutions...

4 days ago

  •   11 - 15 years exp.  •   Finance & Insurance

$215K - $355K *

Elevate client relationships by managing complex financial solutions for Mid-Corporate clients, leveraging in-depth industry knowledge and strategic insight to drive business development and ensure co...

4 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$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...

US-AnywhereRemote

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$57K - $106K *

Advance client relationships by delivering wealth management expertise, enhancing service experiences, and tackling client needs. Collaborate with internal teams to drive business development and opti...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$137K - $233K *

Transform investment strategies by leading risk management for equities and derivatives. Oversee compliance, enhance risk models, and foster collaboration with stakeholders to mitigate potential risks...

Today

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $150K *

Elevate the impact of the Intermediary sales team by leading recruitment, training, and performance management to drive growth. Collaborate with leadership to enhance service quality, ensuring a high...

Today

  •   8 - 10 years exp.  •   Finance & Insurance

$130K - $180K *

Drive a high-performing team to elevate client experiences through strategic coaching, enhancing relationships with new investors while ensuring compliance and performance excellence in a dynamic envi...

4 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $150K *

Unlock your potential as a Financial Consultant, advising clients on wealth management and financial planning. Grow relationships through strategic networking and client referrals while collaborating...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$201K - $382K *

Champion a thriving practice focused on high-net-worth tax solutions. Lead compliance, consulting, and client relationships while mentoring a skilled team. Shape proactive strategies for wealth preser...

US-AnywhereRemote

2 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$201K - $382K *

Unlock potential by leading high-net-worth tax consulting for elite clients. Collaborate with firm leadership, mentor staff, and drive growth while delivering strategic wealth management solutions tha...

2 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$201K - $382K *

Drive innovative tax strategies for high-net-worth clients, leading a skilled team to navigate complex estate and trust issues. Influence business growth through strategic consulting and create lastin...

2 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$131K - $224K *

Champion innovative investment attribution analysis across asset classes. Collaborate with portfolio managers and teams to enhance methodologies, resolve data issues, and communicate insights effectiv...

5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$163K - $195K *

Shape the future of natural capital investments by managing and optimizing the first semi-liquid farmland fund. Engage with stakeholders, drive investor relations, and implement effective strategies t...

4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$150K - $200K *

Join our team to drive impactful solutions in operations, finance, and product. Partner with leaders to analyze data, manage budgets, and shape business strategy, all while fostering a collaborative c...

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $150K *

Join a team that's dedicated to guiding and empowering clients with tailored wealth management solutions. You’ll enhance client relationships, driving asset consolidation and referrals while collabora...

Reposted 5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$173K - $297K *

Lead fiduciary administration efforts to ensure compliance, strengthen practices, and enhance client outcomes. Collaborate across teams to develop policies, train staff, and optimize workflows for eff...

4 days ago

  •   11 - 15 years exp.  •   Finance & Insurance

$72K - $101K *

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

US-AnywhereRemote

Today

  •   Less than 5 years exp.  •   Finance & Insurance

$173K - $297K *

Execute impactful fiduciary governance and administration strategies, shaping high-quality service delivery and fostering collaboration across Trust and Advisory Services, while enhancing team perform...

4 days ago

  •   11 - 15 years exp.  •   Finance & Insurance