$80K - $115K *
Transform your career with this analytical role in financial planning and revenue analysis. Contribute to the growth of the organization by providing insights and forecasts that drive strategic decisi...
Today
Head of Insurance & Annuity Solutions, Americas
$150K - $200K *
Deliver strategic leadership in Insurance & Annuity Solutions, shaping product offerings and growth initiatives while driving team performance and client-centric solutions across the Americas...
1 week ago
$100K - $110K *
Shape the future of investor services by supervising a dedicated team, ensuring efficiency in transaction processing, and fostering client relationships while maintaining regulatory compliance and sup...
2 weeks ago
Branch Manager Upper Manhattan
$78K - $139K *
Empower your career by leading a high-performing branch team focused on driving customer financial success and operational excellence while managing risk and fostering a culture of accountability and...
2 days ago
Executive Director, QIS Structuring
$215K - $355K *
Pioneer innovative quantitative investment strategies and solutions, collaborating across teams to design and market complex derivatives. Drive excellence in execution and performance monitoring while...
3 weeks ago
Wealth Relationship Manager - SAFE ACT - Long Island City
$88K - $132K *
Optimize client relationships and drive growth by delivering tailored financial solutions to affluent customers, anticipating their complex needs, and facilitating exceptional service and engagement t...
3 weeks ago
Account Manager Lead - Mergers & Acquisitions
$90K - $130K *
Champion customer relationships, enhance retention strategies, and support business development efforts for a large market portfolio while mentoring staff and ensuring high client satisfaction...
Reposted 1 week ago
$70K - $93K *
Lead seamless client onboarding and operational support for retirement plan services, ensuring efficient coordination and engagement across all client-related activities in a dynamic financial environ...
Reposted 1 week ago
J.P. Morgan Wealth Management - Senior Product Associate
$90K - $130K *
Innovate in product development and optimization within the Wealth Management sector, utilizing user feedback and data analysis to create and enhance digital offerings that empower clients in their fi...
Reposted 3 weeks ago
Associate, Marketing Strategy – Wealth Management Marketing
$90K - $120K *
Unlock your potential as a marketing leader, collaborating with diverse teams to design and execute innovative strategies that drive client engagement and product success throughout the marketing funn...
5 days ago
Wealth Relationship Manager - Court Square
$88K - $132K *
Engage affluent clients by deepening relationships and anticipating their complex financial needs. Provide holistic solutions through excellent communication and financial expertise, driving growth an...
1 week ago
FY27 - Financial Services - Private Client Services - Tax Services Manager EDGE
$123K - $214K *
Transform high-net worth taxation by providing specialized consulting and compliance services. Collaborate with a diverse global team, guiding others while enhancing your leadership and technical expe...
1 week ago
AWM, Private Bank, Regional Lending Advisor, Managing Director- NYC
$300K - $400K *
Transform regional lending strategies and drive growth as a senior leader. Partner with advisors to deliver tailored financing solutions while mentoring a high-performing team to excel in a sophistica...
1 week ago
$95K - $105K *
Partner with us to support our Asset Management team in managing real estate loan portfolios. Leverage your analytical skills while collaborating with diverse teams to deliver high-quality performance...
Reposted 1 week ago
Director, Financial Planning & Analysis
$250K - $275K *
Transform financial operations by establishing FP&A functions, driving public company readiness, and delivering actionable insights on complex brokerage economics to support executive decisions and gr...
2 weeks ago
$300K *
Transform bond origination and execution across diverse sectors while advising clients on market pricing and transaction structuring. Lead complex deals and foster relationships with institutional inv...
3 weeks ago
Self Directed SBL Product Manager, Vice President
$110K - $190K *
Transform the lending experience by leading a cross-functional team to develop innovative financial products that enhance customer engagement and operational efficiency in a dynamic, fast-paced enviro...
3 days ago
Business Development Associate
$71K - $106K *
Drive revenue growth by building client relationships and executing targeted marketing strategies. Collaborate closely with Financial Advisors to establish a strong client pipeline and enhance sales p...
3 weeks ago
Sr. Enterprise Client Solutions Consultant (Investment Management)
$112K - $175K *
Elevate client success by architecting tailored solutions for onboarding and implementation projects, collaborating with cross-functional teams to align with the Addepar ecosystem while ensuring top-t...
2 weeks ago
Senior Registered Private Client Associate - Garden City, NY
$75K - $90K *
Transform client experiences by collaborating with Financial Advisors to manage relationships, implement productivity campaigns, and ensure operational excellence in a dynamic environment focused on c...
1 week ago
Sr. Consultant - Investment Performance Attribution
$131K - $224K *
Shape the future of investment analytics by delivering precise performance attribution and insights across asset classes. Collaborate with investment teams and stakeholders to optimize strategies and...
Today
Sr. Consultant - Investment Performance Attribution
$131K - $224K *
Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...
Today
VP, Product Management - W2 & Affiliate Models
$135K - $226K *
Lead the end-to-end product lifecycle for advisor solutions, driving scalable and user-centric enhancements that prioritize onboarding and enablement, ensuring optimal advisor experiences and collabor...
1 week ago
Wealth Management Solutions - Defined Contribution Consultant - Vice President
$130K - $180K *
Elevate your career by collaborating with Financial Advisors to enhance retirement plan consulting services. Lead engagements, manage opportunities, and deliver tailored presentations while fostering...
2 weeks ago
Wealth Management Solutions - Defined Contribution Consultant - Vice President
$150K - $200K *
Join a dynamic team as you drive DC Consulting program adoption among Financial Advisors. Your expertise will empower retirement plan sales, enhance client relationships, and ensure exceptional experi...
2 weeks ago