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Reposted 19 Days AgoSaved
In-Office
San Francisco, CA, USA
120K-150K Annually
Mid level
120K-150K Annually
Mid level
Fintech • Financial Services
Own and operate the end-to-end business development engine: source, research, qualify, and route opportunities; build materials and playbooks; manage CRM pipeline; produce dashboards and reports; support strategic initiatives and leadership communications.
Top Skills: ExcelMicrosoft PowerpointSalesforce
Reposted 24 Days AgoSaved
In-Office
New York, NY, USA
175K-200K Annually
Expert/Leader
175K-200K Annually
Expert/Leader
Fintech • Financial Services
The Vice President, Client Advisory will act as a trusted advisor to ultra-high-net-worth clients, delivering personalized wealth management solutions through in-depth planning and proactive monitoring of investment performance.
Top Skills: MS Office
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