Senior Associate - Client Service
$70K - $95K *
Join a team that's dedicated to enhancing client relationships through expert financial planning and investment management. You'll ensure the successful execution of client work plans while collaborat...
2 weeks ago
$80K - $120K *
Empower clients with personalized financial solutions by leveraging expertise in wealth management, relationship-building, and comprehensive financial planning while promoting diversity and innovation...
1 week ago
$80K - $120K *
Transform client relationships by providing personalized financial solutions and expert advice. Cultivate a diverse clientele, utilizing your financial expertise to deliver exceptional service and inn...
1 week ago
$80K - $110K *
Shape the future by leveraging analytical skills to enhance business strategies, partner with teams across the organization, optimize customer relations, and drive impactful data-driven decisions that...
4 weeks ago
Manager - Private Equity Advisory
$120K - $150K *
Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...
3 days ago
Vice President - Asset Management
$104K - $140K *
Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...
3 weeks ago
$83K - $147K *
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...
Reposted yesterday
AVP, Transitions Administrative Manager
$99K - $165K *
Champion the administrative transition experience for financial advisors, ensuring seamless onboarding through strategic partnerships and structured leadership. Elevate transitions by driving consiste...
Reposted 3 days ago
$90K - $120K *
Lead the charge in expanding client relationships and managing complex credit opportunities. Collaborate across teams, mentor others, and enhance digital client experiences while driving business grow...
Today
$90K - $130K *
Shape the future of security compliance by leading a global team of experts, ensuring timely, high-quality responses to client questionnaires in a fast-paced, remote-first environment while enhancing...
Reposted 2 days ago
Private Client Services Financial Planner
$105K - $140K *
Transform complex financial landscapes into actionable insights while developing tailored planning models for high-net-worth clients. Collaborate with advisors to ensure clarity in financial decision...
Yesterday
$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...
2 weeks ago
$80K - $110K *
Elevate your career by leading audit engagements, managing teams, and developing strategic recommendations. As an integral part of our Tax team, you'll ensure quality and compliance while fostering pr...
Yesterday
VP, Head of Investment Accounting
$180K - $268K *
Contribute to investment accounting leadership by driving effective strategies, enhancing reporting outcomes, and managing a high-performing team dedicated to achieving operational excellence and comp...
1 week ago
VP, Head of Investment Accounting
$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...
1 week ago
$75K - $90K *
Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...
2 days ago
$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...
1 week ago
$80K - $88K *
Deliver comprehensive support on employer-sponsored retirement plans, focusing on client management, participant education, and operational excellence. Ensure seamless coordination between plan sponso...
5 days ago
$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...
1 week ago
Investment Strategist / Investment Director
$150K - $200K *
Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...
2 days ago
$80K - $85K *
Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...
4 weeks ago
Senior Enterprise Relationship Manager
$120K - $130K *
Grow your expertise by developing client relationships and driving cybersecurity success. Collaborate across teams to enhance client satisfaction and implement innovative solutions that meet enterpris...
Reposted yesterday
$90K - $120K *
Oversee a diverse portfolio of specialty real estate financing transactions while mentoring junior Asset Managers. Ensure compliance and optimize performance through strategic analysis and stakeholder...
3 weeks ago
$87K - $123K *
Transform client experiences by developing tailored financial plans, enhancing their financial wellness through expert consultations, and delivering comprehensive solutions that prioritize their uniqu...
4 days ago
Senior Analyst, Investment Solutions
$89K - $134K *
Optimize investment strategies by collaborating with portfolio managers, conducting complex analyses, and supporting asset management initiatives. Join a fast-paced team that values innovation and ana...
2 weeks ago