Senior Manager, Client Data Permissions & Privacy Governance
$110K - $130K *
Champion client data governance by centralizing permissions management, enhancing data privacy, and driving operational efficiency while ensuring compliance across all systems and workflows...
4 days ago
$225K - $325K *
Join our team to manage client investment portfolios, ensuring alignment with objectives. Collaborate with specialist teams to offer personalized advisory services while contributing to market insight...
Reposted 4 days ago
$60K - $130K *
Elevate corporate governance standards by managing board operations and compliance. Collaborate with legal teams and stakeholders globally, ensuring statutory obligations are met while advising leader...
3 weeks ago
$90K - $180K *
Drive the evolution of ETF operations, optimizing processes and technology to enhance efficiency. Collaborate across teams to support product growth, ensuring compliance and strategic development with...
Reposted 2 weeks ago
Senior Commercial Banking Portfolio Manager
$120K - $196K *
Pioneer in managing complex credit portfolios, ensuring sound risk management while fostering client relationships and portfolio growth. Collaborate with teams and mentor junior members to achieve str...
1 week ago
J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market
$80K - $120K *
Grow your career with a trusted financial services firm, providing expert advice and personalized investment solutions to diverse clients while fostering a culture of inclusion and supporting your tea...
Reposted 5 days ago
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
$124K - $335K *
Elevate client tax strategies by navigating complex regulations and optimizing positions. Lead diverse teams, drive innovative solutions, and enhance compliance for asset management firms, ensuring qu...
3 weeks ago
$80K - $120K *
Empower a team of financial advisors and drive business growth while managing operations independently. Lead with accountability, performance, and a commitment to serving military families, unlocking...
5 days ago
Asset Management – Tax-Smart Portfolio Manager - Associate
$70K - $95K *
Contribute to dynamic investment strategies by managing tax-aware portfolios, optimizing financial performance, and collaborating across teams to enhance scalable investment platforms...
Reposted 3 weeks ago
Director, MAP, Equity, Retail, & Capital Formation
$154K - $299K *
Unlock potential by leading a dynamic team in a crucial oversight role, ensuring compliance with regulatory standards while enhancing operational effectiveness in membership applications and interdepa...
1 week ago
$90K - $180K *
Join a team that's transforming trading technology by leading the onboarding of brokers and vendors. Collaborate with industry experts to design and enhance FIX protocol solutions that streamline oper...
4 days ago
Senior Client Services Account Analyst - Private Wealth and Retirement
$64K - $114K *
Optimize client account services by enhancing data management, compliance, and reporting processes to support retirement plans. Collaborate with Account Managers to deliver precise data analysis and d...
1 week ago
Vice President - Lead Commercial Real Estate Portfolio Manager
$119K - $224K *
Develop and manage a diverse portfolio of affordable housing investments, overseeing asset performance, conducting financial analyses, and leading a team to ensure compliance and operational excellenc...
Reposted 1 week ago
Guardian Wealth Partners Planning Team Lead
$132K - $217K *
Champion a client-centric team of advisors, driving growth and performance by optimizing the client journey and delivering personalized financial solutions across diverse market segments...
Today
$90K - $180K *
Lead the execution of market data solutions, ensuring operational excellence and compliance. Drive cost-effective strategies, oversee vendor relationships, and enhance systems to align with business p...
Reposted 3 weeks ago
$115K - $130K *
Empower investors by managing fund performance, analyzing financial data, and ensuring sustainability while delivering strategic insights that maximize value and foster strong partnerships through cle...
2 days ago
Senior Client Services Account Analyst – Private Wealth and Retirement
$64K - $114K *
Join a team that's dedicated to delivering accurate data analysis for retirement plans. You will support Account Managers with data loading, compliance testing, and government reporting, ensuring top...
1 week ago
$120K - $225K *
Drive the evolution and support of a critical analytics platform, partnering with teams to ensure top-tier instrument pricing, analytics, and performance attribution capabilities. Leverage your extens...
Reposted 2 weeks ago
Director, Product Management (Advisor Experience)
$150K - $175K *
Lead the product roadmap for Advisor Experience, enhancing client and advisor interactions. Drive development of tools and integrations to improve efficiency, retention, and satisfaction. Collaborate...
3 days ago
$75K - $130K *
Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...
3 weeks ago
Private Client Relationship Manager
$83K - $104K *
Engage high-net-worth clients to deliver personalized financial strategies and enhance relationships through collaboration with Wealth Advisors, ensuring exceptional experiences and proactive solution...
5 days ago
VP, Financial Consultant - Boston, MA
$120K - $180K *
Empower clients by delivering personalized wealth management and financial planning advice while growing your practice through networking, referrals, and collaboration in a dynamic team environment...
Reposted 1 week ago
$170K - $220K *
Empower your career with a leadership role that shapes tax strategies, builds enduring client relationships, and drives firm growth while mentoring a talented team of professionals in a dynamic enviro...
3 weeks ago
$145K - $182K *
Unlock potential by leading cross-functional teams to effectively manage and execute complex project portfolios. Collaborate with senior leaders to align projects with organizational priorities, optim...
1 week ago
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
$77K - $214K *
Lead the charge in providing expert tax guidance while enhancing client relations, mentoring junior staff, and leveraging technology for effective tax solutions in a dynamic, compliance-focused enviro...
Reposted 3 days ago