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Wealth Management Product & Strategy Manager
$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
Asset & Wealth Management Tax Manager
$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
$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
Consultant, Operations & Technology Transformation - Investment & Wealth Management
$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
Asset & Wealth Management - Tax Senior Manager
$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
$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
$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
$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
Asset & Wealth Management Tax Director
$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
Director, Wealth Management Coach-Cincinnati, OH
$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
$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...
3 weeks ago
$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
$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
$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
Senior Wealth Strategist - PNC Private Bank
$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
Manager of BRCO Governance - Wealth
$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
Manager of BRCO Governance - Wealth
$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
Experienced Manager, Complex Securities Valuation
$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
Experienced Manager, Complex Securities Valuation
$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
Banking & Capital Markets Commerce Advisory Manager
$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
$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
$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
Senior Client Associate - Financial Services/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
$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
$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