Account Manager, Institutional
$80K - $120K *
Champion client relationships by managing onboarding, overseeing user adoption, and driving engagement. Collaborate with internal teams to enhance service delivery and client satisfaction, ensuring su...
3 weeks ago
Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)
$87K - $123K *
Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...
Reposted 1 week ago
VP, Head of Trust Administration
$160K - $180K *
Elevate your career by leading Trust Administration for a premier firm, overseeing client satisfaction and daily operations, while developing policies and managing personnel to enhance growth and ensu...
3 weeks ago
$80K - $120K *
Shape the future of digital estate planning by driving growth through strategic sales to financial advisory firms. Collaborate cross-functionally, deliver insightful demos, and educate clients to enha...
3 weeks ago
Specialty Wealth Asset Officer Senior
$92K - $156K *
Join a team that’s dedicated to providing exceptional investment management services for Specialty Wealth Assets, overseeing diverse portfolios and ensuring regulatory compliance while partnering with...
2 weeks ago
VP, Corporate Executive Program
$150K - $200K *
Drive the design and rollout of a wealth planning platform for corporate executives, transforming complex client needs into scalable solutions that enhance revenue and client satisfaction, while leadi...
4 weeks ago
Portfolio Manager, Health and Wealth Distribution Operations
$150K - $180K *
Innovate by overseeing complex cross-functional projects, ensuring timely delivery and alignment with strategic objectives while leading and mentoring teams through ambiguity and change...
2 weeks ago
$70K - $95K *
Shape your career by providing expert advice to high net worth clients, evaluating their risks and delivering tailored insurance solutions. Build strong relationships, ensure client satisfaction, and...
2 weeks ago
$70K - $95K *
Join a team that's dedicated to providing high-net-worth clients with tailored insurance solutions. Utilize your expertise in personal lines insurance to navigate complex risks and ensure exceptional...
2 weeks ago
$76K - $90K *
Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...
2 days ago
Senior Manager - Fund Accounting
$150K - $200K *
Drive financial reporting and process improvements for investment funds, collaborating across time zones with internal and external teams to ensure accuracy and compliance. Enhance operational control...
1 week ago
$90K - $120K *
Empower client relationships as a Senior Client Advisor, delivering tailored risk management insights and exceptional service. Drive business growth through proactive engagement and effective negotiat...
1 week ago
$90K - $120K *
Optimize client experiences as a trusted advisor, providing tailored risk management solutions and proactive service to high-net-worth individuals, ensuring compliance and exceptional retention while...
1 week ago
Regional Vice President, CPA Alliances
$240K - $275K *
Drive strategic growth by recruiting and developing partnerships with CPA firms, enhancing client value through integrated wealth management solutions. Focus on relationship building and scalable refe...
4 weeks ago
Asset Manager - Affordable Housing Investments (Remote)
$80K - $110K *
Explore a rewarding opportunity to manage a multifamily real estate portfolio, ensure compliance, and enhance investor value through strategic oversight and stakeholder collaboration. Contribute to lo...
3 weeks ago
$90K - $110K *
Lead the implementation of comprehensive employee benefits strategies, managing day-to-day client relationships while coordinating open enrollment, compliance, and client support, ensuring a professio...
Today
Client Success Manager - Key & Strategic
$87K - $136K *
Contribute to client success by driving strategic engagement and maximizing platform value through partnership. Develop deep client insights to foster retention and renewal while collaborating across...
1 week ago
National Sales Manager - Retirement Large Markets
$225K - $250K *
Grow your leadership skills by managing a high-performing sales team that engages with financial intermediaries to promote and sell qualified retirement plans across a defined territory, ensuring targ...
5 days ago
Associate General Counsel - Personal Wealth Products
$166K - $242K *
Partner with us to drive innovation in wealth management by leading legal counsel for product development. Collaborate with cross-functional teams to ensure compliance while delivering impactful solut...
4 days ago
$102K - $180K *
Join a team that's at the forefront of consumer sales, leading a remote group of Life Insurance Agents to exceed targets. Drive performance and foster a high-performance culture while collaborating ac...
2 days ago
$106K - $140K *
Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...
Yesterday
Team Leader, Financial Advisor Engagement Center
$69K - $92K *
Lead the charge in developing a high-performing team, enhancing advisory skills and optimizing client experiences through strategic coaching and support in a dynamic financial services environment...
3 weeks ago
$120K - $150K *
Analyze fiduciary tax operations, guiding teams to enhance compliance and efficiency. Lead collaborations with external partners while managing complex workflows, optimizing processes, and mentoring t...
3 days ago
Asset & Wealth Management - Tax Senior Associate
$77K - $214K *
Join a team that's dedicated to navigating complex tax regulations and maximizing client value. As a Senior Associate, you'll lead client relationships, mentor junior staff, and deliver innovative sol...
1 week ago
$100K - $130K *
Join a team that's dedicated to enhancing strategic client relationships by driving loyalty and managing escalations. Collaborate across departments to identify opportunities, support service efforts...
4 weeks ago