Director, Financial Planning & Analysis
$250K - $275K *
Transform financial operations by establishing FP&A functions, driving public company readiness, and delivering actionable insights on complex brokerage economics to support executive decisions and gr...
2 weeks ago
$300K *
Transform bond origination and execution across diverse sectors while advising clients on market pricing and transaction structuring. Lead complex deals and foster relationships with institutional inv...
3 weeks ago
Self Directed SBL Product Manager, Vice President
$110K - $190K *
Transform the lending experience by leading a cross-functional team to develop innovative financial products that enhance customer engagement and operational efficiency in a dynamic, fast-paced enviro...
Today
Business Development Associate
$71K - $106K *
Drive revenue growth by building client relationships and executing targeted marketing strategies. Collaborate closely with Financial Advisors to establish a strong client pipeline and enhance sales p...
2 weeks ago
Private Banking Lending & Portfolio Manager
$142K - $236K *
Transform operational efficiency by managing a team that supports Private Banking initiatives. Leverage lending expertise to develop policies, optimize processes, and enhance the client experience whi...
4 weeks ago
Sr. Enterprise Client Solutions Consultant (Investment Management)
$112K - $175K *
Elevate client success by architecting tailored solutions for onboarding and implementation projects, collaborating with cross-functional teams to align with the Addepar ecosystem while ensuring top-t...
2 weeks ago
Senior Registered Private Client Associate - Garden City, NY
$75K - $90K *
Transform client experiences by collaborating with Financial Advisors to manage relationships, implement productivity campaigns, and ensure operational excellence in a dynamic environment focused on c...
1 week ago
VP, Product Management - W2 & Affiliate Models
$135K - $226K *
Lead the end-to-end product lifecycle for advisor solutions, driving scalable and user-centric enhancements that prioritize onboarding and enablement, ensuring optimal advisor experiences and collabor...
1 week ago
Asset & Wealth Management, Corporate Development, Associate - New York
$100K - $160K *
Tackle strategic M&A and commercial partnerships to drive growth in Asset & Wealth Management. Collaborate closely with senior leadership to evaluate opportunities, conduct industry research, and supp...
4 weeks ago
Financial Advisor - Mineola, NY
$72K - $108K *
Join a team that's dedicated to providing exceptional financial guidance and investment solutions to clients, leveraging your expertise to enhance client relationships and ensure their financial goals...
Reposted 4 weeks ago
Private Banking Lending & Portfolio Manager
$142K - $236K *
Lead the charge in managing operational support for Private Banking activities. Oversee a multifaceted team to ensure efficiency and excellence, and collaborate with stakeholders to enhance lending pr...
Reposted 4 days ago
Wealth Management Solutions - Defined Contribution Consultant - Vice President
$130K - $180K *
Elevate your career by collaborating with Financial Advisors to enhance retirement plan consulting services. Lead engagements, manage opportunities, and deliver tailored presentations while fostering...
1 week ago
Wealth Management Solutions - Defined Contribution Consultant - Vice President
$150K - $200K *
Join a dynamic team as you drive DC Consulting program adoption among Financial Advisors. Your expertise will empower retirement plan sales, enhance client relationships, and ensure exceptional experi...
1 week ago
Head of Technology - Wealth Services (Clearing & Custody), Managing Director
$170K - $282K *
Join a team that's redefining wealth management technology by executing innovative strategies to deliver seamless, cloud-native solutions across custody, clearing, and advisor services, ensuring compl...
2 days ago
$80K - $150K *
Transform the US Funds landscape by supporting fund development and launch efforts, coordinating cross-functional teams, and streamlining processes to enhance efficiency and compliance for the growing...
1 week ago
$168K - $204K *
Drive business growth by cultivating senior-level client relationships, leading strategic sales initiatives, and delivering integrated solutions that exceed revenue targets across diverse platforms in...
Reposted 2 days ago
HNW Personal Lines Account Executive
$95K - $140K *
Join a dynamic insurance agency prioritizing service excellence in managing high-net-worth client portfolios. Engage with affluent clients, navigate complex insurance needs, and play a pivotal role in...
3 days ago
Manager, Business Development- Capital Markets
$175K - $225K *
Optimize business development strategies in Capital Markets by leveraging market intelligence, coordinating initiatives, and enhancing client engagement—fostering collaboration across teams to elevate...
1 week ago
$115K - $185K *
Transform your career by leading marketing initiatives in a dynamic team. Build and maintain critical relationships with carriers and wholesalers while guiding a team in delivering top-notch service f...
2 weeks ago
Fund Services Investor Services
$95K - $190K *
Champion seamless investor services by coordinating inquiries, processing transactions, and delivering critical documentation. Enhance client interactions while ensuring compliance and team leadership...
Today
Account Manager - Financial Wellness Solutions
$76K - $127K *
Join a dynamic team as you develop and maintain long-term client relationships, leveraging innovative financial wellness solutions to enhance client satisfaction and drive business growth. Collaborate...
1 week ago
Financial Advisor, Truist Investment Services, New York, NY
$80K - $120K *
Join us to deepen and grow client relationships by delivering personalized investment solutions that align with their goals, enhance financial outcomes, and ensure compliance with industry regulations...
Reposted 4 weeks ago
$100K - $150K *
Join a dynamic team to manage complex yacht accounts, build relationships, and drive revenue growth in the Marine North America sector while participating in strategic presentations and collaborative...
Reposted 2 weeks ago
Wealth Relationship Manager - SAFE ACT - Westbury, NY
$88K - $132K *
Transform client relationships by providing tailored financial solutions, anticipating their needs, and driving engagement through exceptional service and holistic planning strategies. Collaborate wit...
2 weeks ago
Financial Advisor Associate - Hauppauge, NY
$66K - $99K *
Champion client wealth management by providing tailored investment and insurance advice. Build strong relationships to understand financial goals, ensuring personalized support and guidance to help cl...
Reposted 4 weeks ago