Remote

caret down

Compensation

caret down

Position Level

caret down

Industries

caret down

Locations

caret down

More

2
caret down

Sort By: Relevance

$80K - $120K *

The Wealth Management Product & Strategy Manager is responsible for developing and executing a comprehensive strategy to enhance competitive advantage and meet client needs. This role involves collabo...

6 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$98K - $266K *

The Asset & Wealth Management Tax Manager at PwC is responsible for providing tax planning, compliance, and strategy advice to clients in the financial services sector. This role involves supervising...

Reposted 1 month ago

  •   Less than 5 years exp.  •   Legal & Accounting

$80K - $150K *

Lido Advisors is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and build long-term client relationships. The role involves managing client portfolios, collabor...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$93K - $155K *

The Consultant in Operations & Technology Transformation will work with clients in the Investment & Wealth Management sector to deliver innovative, technology-enabled solutions. This role involves gat...

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Business Services

$119K - $328K *

The Asset & Wealth Management - Tax Senior Manager will lead and manage large-scale projects while providing strategic tax advice to clients in the financial services sector. This role involves innova...

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$75K - $110K *

The Senior Surety Client Manager is responsible for managing client accounts related to surety and insurance needs, including bond requests and billing issues. This role involves effective communicati...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$69K - $143K *

The Senior Wealth Planning Analyst collaborates with Wealth Strategists and other specialists to provide comprehensive financial analyses and develop tailored Wealth Strategies for high-net-worth clie...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $120K *

The Fiduciary Strategy Manager is responsible for developing and implementing actionable plans to enhance the trust organization’s strategic direction and operational efficiency. This role involves ov...

Reposted 1 week ago

  •     Finance & Insurance

$140K - $434K *

The Asset & Wealth Management Tax Director will lead a team in providing strategic tax advisory services to clients in the financial services sector. This role involves overseeing multiple projects, f...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$160K - $170K *

The Director, Wealth Management Coach is responsible for enabling client-facing associates to provide comprehensive financial advice aligned with clients' long-term interests. This role involves coach...

5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$60K - $120K *

As an Investment Advisor at RBC Dominion Securities, you will help clients achieve their financial goals by providing personalized planning and investment advice. This role requires strong relationshi...

Windsor, ONIn-Person

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $120K *

The Manager of Trust Advisors is responsible for overseeing a team of Trust Advisors, Trust Administrators, and Trust Client Assistants, ensuring compliance with corporate and regulatory policies in t...

3 weeks ago

  •     Finance & Insurance

$80K - $120K *

The Manager of Trust Advisors is responsible for overseeing a team of Trust Advisors, Trust Administrators, and Trust Client Assistants, ensuring compliance with corporate and regulatory policies in t...

1 month ago

  •     Finance & Insurance

$150K - $250K *

The Senior Director - Investments is responsible for supporting the design and management of the firm's investment offerings, requiring a deep understanding of financial markets and investment strateg...

5 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$80K - $120K *

The Senior Wealth Strategist at PNC Private Bank is responsible for developing and implementing complex tax, estate, and financial plans for clients. This role involves collaborating with other planni...

2 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$80K - $120K *

The Manager of Business Risk and Control Office (BRCO) Governance is responsible for leading a team to collaborate with the First Line of Defense (1LOD) on risk management frameworks and internal cont...

1 month ago

  •     Finance & Insurance

$80K - $120K *

The Manager of Business Risk and Control Office (BRCO) Governance is responsible for leading a team to collaborate with the First Line of Defense (1LOD) on risk management frameworks and internal cont...

1 month ago

  •     Finance & Insurance

$140K - $175K *

The Manager, Valuation & Capital Markets Analytics is responsible for leading and executing complex financial instrument valuation engagements, overseeing client interactions, and managing staff throu...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$140K - $175K *

The Manager, Valuation & Capital Markets Analytics is responsible for leading and executing complex financial instrument valuation engagements, overseeing client interactions, and managing staff throu...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$87K - $253K *

The Banking & Capital Markets Commerce Advisory Manager at Accenture Song is responsible for transforming front office sales strategies to help clients achieve growth objectives in the banking and cap...

1 week ago

  •   5 - 7 years exp.  •   Business Services

$90K - $150K *

The Private Banking Advisor serves as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through comprehens...

1 month ago

  •     Finance & Insurance

$183K - $443K *

The Senior Client Advisor, Surety at Marsh is responsible for managing complex accounts and developing tailored surety solutions for clients. This role involves leading client interactions, overseeing...

3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$81K - $135K *

The Senior Client Associate will manage existing accounts and acquire new customers in the Financial Services and Insurance sectors. This role involves acting as the primary liaison for assigned accou...

6 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $130K *

The Fiduciary Program Manager is responsible for improving the trust organization through product lifecycle management and operational efficiency initiatives. This role involves identifying process im...

1 week ago

  •     Finance & Insurance

$80K - $120K *

The Fiduciary Program Manager is responsible for improving the trust organization through strategic planning and process improvement initiatives. This role involves collaborating with various departme...

2 weeks ago

  •     Finance & Insurance