Director of Family Office Services
$200K - $250K *
Lead comprehensive wealth management solutions for ultra-high-net-worth families, integrating investment, tax, and estate planning. Ensure top-tier service through a dedicated team, focused on persona...
Reposted 1 week ago
Enterprise Coverage and Client Management, Wires/Private Banks - Vice President
$165K - $200K *
Transform client relationships by leading enterprise wealth management initiatives, ensuring excellence in service delivery while leveraging technology. Collaborate with cross-functional teams to unlo...
2 weeks ago
Deputy Head of Mergers and Acquisitions (HYBRID)
$315K - $441K *
Join a team that's shaping M&A strategy in Wealth Management and beyond. In this senior leadership role, you'll analyze market trends, develop relationships, and lead complex transactions that drive l...
1 week ago
High-Net-Worth Personal Lines Account Executive (Premier)
$95K - $140K *
Join a team that's dedicated to providing exceptional insurance solutions for high-net-worth clients. This role demands strong relationship management and expertise in personal insurance, ensuring com...
2 weeks ago
Managing Director, Experienced w/ Annuities, Life Insurance, Investments
$160K - $200K *
Transform the financial services landscape by building and leading a high-performing team. Drive growth through recruitment, mentorship, and personal production while creating a client-first culture t...
5 days ago
Senior Accountant, Broker-Dealer Accounting
$140K - $150K *
Engage in a hands-on senior accounting role within a dynamic finance team, driving the month-end close process and ensuring compliance in a regulated fintech environment, while collaborating across de...
4 weeks ago
Wealth Management Solutions, Portfolio Management Group, Vice President (Trade Coordination)
$160K - $190K *
Empower investment outcomes by leading trade lifecycle management while enhancing operational efficiency and compliance. Partner across functions to ensure risk control and optimize client solutions i...
2 weeks ago
$150K - $225K *
Grow your career with an influential tax leadership role, guiding high-net-worth clients through complex tax strategies and compliance. Drive team development while nurturing client relationships and...
1 week ago
Financial Advisory - Lead Advisor
$100K - $120K *
Lead the charge in managing client relationships, delivering strategic financial advice, and driving new business development. Collaborate with teams to enhance client experiences while maintaining a...
3 weeks ago
Financial Advisor, Truist Investment Services, New York, NY
$100K - $120K *
Unlock potential by delivering tailored investment solutions that drive client success and deepen relationships. Collaborate with a dedicated team to enhance client satisfaction and achieve financial...
Reposted today
$120K - $135K *
Join our team to support and enhance investment strategies through research and analysis. Contribute to the investment management process by gathering data, assessing fund managers, and preparing repo...
2 weeks ago
Asset Managers, Account Executive - Assistant Vice President
$100K - $120K *
Advance your career by managing relationships in a full-cycle sales role, driving revenue growth through expert engagement with alternative asset managers and key stakeholders in a dynamic environment...
Reposted 1 week ago
Executive Director, Portfolio Strategy – Authorized User Business
$180K - $220K *
Accelerate progress at driving the Authorized User business strategy, shaping customer-first experiences while managing financial performance across credit card portfolios with a focus on growth and i...
Reposted 5 days ago
$100K - $115K *
Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...
3 weeks ago
Senior Trust, Estate & Fiduciary Strategist
$174K - $261K *
Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...
Reposted 2 weeks ago
$100K - $120K *
Provide exceptional financial planning and advice to a diverse clientele, cultivating relationships and delivering tailored investment solutions while embracing digital innovations to enhance client e...
1 week ago
$85K - $125K *
Lead the charge in transforming label royalty accounting processes while managing a team of analysts. Ensure accuracy in royalty calculations and reporting for independent label clients, driving effic...
2 weeks ago
$83K - $148K *
Elevate your legal career by supporting high-stakes investigations in the financial sector. Collaborate with seasoned attorneys, conduct research, and develop your skills in a dynamic, entry-level rol...
Yesterday
$86K - $155K *
Join a dynamic team to support high-stakes investigations in the financial sector. Collaborate with senior attorneys, conduct legal research, and develop your skills in a robust training program while...
Yesterday
$86K - $155K *
Analyze complex legal and financial matters, supporting senior attorneys in investigations and litigation. Gain hands-on experience while contributing to enforcement actions in the financial industry...
Yesterday
$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
J.P. Morgan Wealth Management – Market Director of Wealth - New Jersey
$150K - $180K *
Join a team that's dedicated to creating exceptional customer experiences through effective wealth management. Lead a talented group of Advisors, foster community relationships, and drive a culture fo...
Reposted 3 weeks ago
Investment Management & Wealth Management Model Validation, Executive Director
$165K - $275K *
Champion model validation efforts across Wealth and Investment Management, leading independent reviews of complex models. Engage with diverse teams to ensure robustness in methodologies and governance...
Reposted 2 weeks ago
Senior Personal Lines High Net Worth Account Executive
$90K - $150K *
Engage with high net worth clients to deliver tailored insurance solutions, ensure comprehensive coverage through thorough risk assessments, and build sustainable relationships while addressing client...
3 weeks ago
Principal Commercial Banking Relationship Manager
$185K - $300K *
Drive impactful commercial banking relationships by assessing client needs and crafting innovative financial solutions, while leading strategic initiatives and mentoring teams across the organization...
Reposted 1 week ago