Estate Planning Partner - UHNW (West Coast)
$212K - $250K *
Engage as a strategic advisor to ultra-high net worth families, leading estate planning efforts and ensuring top-tier service delivery. Collaborate with senior wealth advisors and manage a team to int...
1 week ago
$200K - $250K *
Help us shape the future of portfolio management, driving strategy and product development for innovative wealth management solutions. Collaborate with cross-functional teams to deliver scalable, comp...
Yesterday
Director, Wealth Management Credit Card
$140K - $230K *
Grow your career with a strategic leader focused on credit card product innovation, ensuring exceptional client experiences, rigorous compliance, and profitability within high-net-worth wealth managem...
Reposted today
Senior Product Manager, Wealth Management
$93K - $128K *
Join our team to shape the future of advisory products, leading initiatives that enhance client and advisor experiences while driving revenue growth and innovation in Wealth Management Solutions...
Reposted today
Tax Senior Manager - Trust & Estate/High-Net-Worth, Private Client Services
$160K - $200K *
Manage a dynamic team to provide expert tax guidance for high-net-worth clients, ensuring compliance and strategic planning while fostering trusted advisor relationships and delivering exceptional ser...
3 weeks ago
Managing Partner, Estate Planning - UHNW
$300K - $450K *
Drive the growth and excellence of an elite estate planning practice for UHNW families, mentoring a team of strategists while personally engaging in complex client situations and ensuring top-tier ser...
1 week ago
Health Actuarial Senior Consultant
$100K - $150K *
Unlock potential by providing expert financial consulting to employee benefit clients. Collaborate with team members on financial deliverables, analytics, and client presentations while ensuring compl...
Reposted 2 weeks ago
$125K - $150K *
Unlock potential by leading strategic consulting projects in the pulp and paper industry. Leverage your expertise to drive client success and deliver actionable insights while managing internal collab...
2 days ago
$106K - $160K *
Shape the future of tax compliance by leading engagements, ensuring client satisfaction, and mentoring staff. Drive proactive communication and manage resources to deliver high-quality results within...
3 days ago
Director of Account Management
$140K - $150K *
Grow your career with a pivotal role leading account management teams to drive customer retention, satisfaction, and revenue growth across diverse accounts. You'll establish strategic partnerships and...
4 weeks ago
Senior Director, Tax Wealth Expansion
$170K - $200K *
Optimize strategic growth initiatives by developing and executing an integrated tax-to-wealth expansion strategy, enhancing client conversion and revenue outcomes through targeted marketing and collab...
3 weeks ago
Sr. Manager, Business Unit Risk & Compliance Liaison - Wealth Management
$93K - $128K *
Grow your career with a vital role in managing risk and governance processes for Wealth Management Solutions, ensuring compliance and coordinating with key stakeholders to mitigate operational and reg...
3 weeks ago
Senior Commercial Banking Portfolio Manager
$100K - $196K *
Empower your career by driving process improvements and managing credit investigations. Collaborate with stakeholders, exercise analytical judgment, and make impactful recommendations in a dynamic com...
Reposted 3 days ago
Manager, Mergers & Acquisitions, Financial Planning and Strategy Healthcare Consulting
$150K - $188K *
Unlock potential in our M&A practice by leading teams and delivering strategic insights. Drive project success while developing staff and managing client relationships to achieve impactful financial o...
3 weeks ago
Managing Partner, Estate Planning - UHNW (West Coast)
$255K - $300K *
Lead the charge in enhancing our elite estate planning practice for ultra-high net worth families. Build, mentor, and direct a team of strategists while setting a high standard for technical excellenc...
1 week ago
Director of Client Development - Financial Planning
$170K - $200K *
Engage with a cross-functional team to optimize financial planning operations, enhance process efficiency, and support client acquisition strategies while mentoring professionals and driving strategic...
Yesterday
$85K - $133K *
Champion growth by supervising and mentoring a brokerage support team to optimize processes, enhance compliance, and foster talent development while collaborating with management and external clients...
Reposted 1 week ago
$85K - $133K *
Lead the charge in supervising transactional processes, identifying improvements, and mentoring talent in a dynamic environment while ensuring compliance and driving operational efficiency...
Reposted 1 week ago
Investment Banking Vice President
$129K - $174K *
Shape the future of investment banking by leading M&A transactions, mentoring talent, and driving business initiatives. Collaborate with clients and teams to deliver exceptional performance and insigh...
Reposted 3 weeks ago
Senior Manager VSA Accounting & Reporting
$105K - $149K *
Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...
1 week ago
$120K - $145K *
Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...
Reposted 2 weeks ago
Lead Associate - Private Client Group
$79K - $112K *
Champion an exceptional client experience as a Lead Associate in Private Client services. Guide and train teams, handle complex inquiries, and reinforce service excellence to ensure compliance and ali...
Yesterday
$95K - $115K *
Transform financial oversight by managing quarterly statements, regulatory compliance, and capital distribution for Limited Partners. Lead and develop your team while ensuring accuracy in complex fina...
1 week ago
$73K - $110K *
Help us deliver critical investment insights by providing analytical support to fund managers, ensuring seamless reporting and data management. Your analytical skills will enhance portfolio oversight...
1 week ago
Treasury Consultant – Global Treasury Practice
$95K - $192K *
Lead the charge in transforming treasury practices by advising clients on technology solutions, optimizing processes, and enhancing financial performance in a collaborative environment dedicated to gr...
2 weeks ago