Wealth Management Advisor Jobs in Lees Summit, MO

Manage a portfolio of power generation assets, overseeing maintenance, modernization, and upgrades. Lead complex projects from concept to execution, collaborating with vendors and stakeholders to enha...

Unlock potential by developing and managing lending relationships, generating loan requests and optimizing portfolio performance while minimizing risk in a connected mobile work environment...

Engage in all aspects of Specialty Finance Lending, managing transactions from origination to closing. Lead business development, maintain client relationships, and mentor junior staff while driving r...

Shape the future of financial services by managing key accounts and driving demand for data governance solutions. Collaborate with C-suite leaders, navigate complex sales cycles, and expand Collibra's...

Join a team that's at the forefront of financial strategy and compliance, leading technical accounting initiatives and advising on complex standards while working closely with executive leadership and...

Empower strategic partnerships across key auction house accounts, driving growth through data insights, tools, and digital marketing strategies. Act as a trusted advisor in the evolving industrial and...

Empower success as a Director of Professional Services, leading customer implementations and operational excellence for cloud and on-premise solutions. Oversee delivery teams and drive client satisfac...

Drive financial excellence by collaborating across teams to enhance revenue forecasting and efficiency in a dynamic, high-growth environment. Be pivotal in shaping strategies that support public compa...

Drive enterprise growth by enhancing client partnerships, optimizing solutions, and leveraging advanced sales tactics to ensure transformative results and strategic success in safety and operational e...

Shape the future of risk management by leading a dedicated team in identifying and mitigating risks across multifamily and senior housing loans. Enhance client service by implementing innovative strat...

Empower our decision engine optimization efforts by supporting new workflows and testing processes. Collaborate with cross-functional teams to enhance decision-making capabilities and streamline risk...

Transform the landscape of economic reporting by leading initiatives that integrate Finance, Actuarial, and Risk Management teams, enhancing automation and data quality to shape future enterprise deci...

Lead the charge in developing key client relationships, driving revenue growth through effective prospecting, and leveraging your expertise in AV technologies to enhance client satisfaction and busine...

Grow and nurture client relationships while driving sales opportunities in AV environments. Collaborate with teams to deliver tailored solutions, ensuring optimal customer experiences and success-driv...

Empower stakeholders by defining and owning a comprehensive data product roadmap that bridges finance and analytics, driving impactful solutions across various platforms while fostering cross-function...

Engage with cross-functional teams to identify and mitigate operational risks, enhancing processes and controls while supporting strategic objectives in the mortgage services sector. Drive improvement...

Transform executive operations by leading a team of managers and directors, driving strategic initiatives, optimizing processes, and enhancing client relationships while fostering a high-performance c...

Drive WellTheory's growth in benefits consulting by cultivating strong partnerships, educating consultants, and supporting client strategies. This hands-on, individual contributor role requires strate...

Join a team that's transforming sales operations with strategic insights and data-driven execution. Leverage your expertise to drive organizational effectiveness and growth in a dynamic environment fo...

Engage in sophisticated tax planning and compliance for partnerships and real estate entities. Lead client advisory efforts, enhance internal processes, and mentor future leaders while delivering exce...

Partner with leaders to drive strategy and impact as a key financial advisor, overseeing budgeting, forecasting, and strategic planning. Collaborate with executives and business units to provide insig...

Drive product strategy and vision for SaaS identity security solutions, focusing on endpoint privilege management. Collaborate with cross-functional teams to deliver customer-centric features that enh...

Optimize customer experiences by managing strategic accounts, fostering growth, and driving retention. Collaborate with cross-functional teams to ensure customer success while gathering feedback to en...

Lead and optimize accounting operations for insurance transactions, ensuring compliance with regulations while managing a team. Collaborate cross-functionally for accurate reporting and drive digital...

Drive AI adoption and success for clients by blending technical insight with strategic guidance. Engage deeply with customers to enhance their use of AI technology, ensuring impactful results and ongo...