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10 Hours AgoSaved
In-Office
Portsmouth, NH, USA
170K-190K Annually
Senior level
170K-190K Annually
Senior level
Consulting • Financial Services
Responsible for leading the trading function, managing execution excellence, modernizing the operating model, and ensuring compliance and risk management within a trading environment. Will mentor a team and drive technology improvements.
Top Skills: AddeparCustodian Systems (SchwabFidelity)Redblack Order Management PlatformSalesforce
Reposted 14 Hours AgoSaved
In-Office
2 Locations
Senior level
Senior level
Consulting • Financial Services
The Head of Wealth Advisory leads financial strategy, oversees governance, manages finance teams, and ensures compliance with regulatory standards across Focus Partners.
Top Skills: ErpExcelUs Gaap
Reposted 14 Hours AgoSaved
In-Office
Chicago, IL, USA
82K-92K Annually
Mid level
82K-92K Annually
Mid level
Consulting • Financial Services
The Alternatives Associate will manage alternative investment documentation, support client services, and enhance operational efficiency within the Wealth Management Team.
Top Skills: Excel
Reposted 14 Hours AgoSaved
In-Office
2 Locations
Senior level
Senior level
Consulting • Financial Services
The Group Head of Finance leads financial strategy, governance, and performance across multiple entities, ensuring compliance and promoting growth through strategic decision-making and team development.
Top Skills: ExcelFinancial SystemsUs Gaap
Reposted 14 Hours AgoSaved
In-Office
Scottsdale, AZ, USA
60K-125K Annually
Mid level
60K-125K Annually
Mid level
Consulting • Financial Services
The Associate Wealth Advisor develops personalized financial strategies, collaborates with Wealth Advisors, and manages client relationships while delivering comprehensive financial planning and investment strategies.
Top Skills: Crm SystemFinancial Planning Software
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Reposted YesterdaySaved
In-Office
Century City, Los Angeles, CA, USA
50K-55K Annually
Junior
50K-55K Annually
Junior
Consulting • Financial Services
The Business Services Administrator aids mailroom processes and provides operational support, including mail handling, supply management, and off-site tasks.
Top Skills: ExcelMicrosoft Office SuiteOutlookWord
YesterdaySaved
In-Office
St Louis, MO, USA
170K-190K Annually
Senior level
170K-190K Annually
Senior level
Consulting • Financial Services
The UX Lead Designer will spearhead design initiatives for financial tools, creating user-centric products while mentoring a UX team and collaborating with stakeholders.
Top Skills: Adobe XdFigmaInvisionSalesforceSketch
YesterdaySaved
In-Office
Scottsdale, AZ, USA
60K-60K Annually
Junior
60K-60K Annually
Junior
Consulting • Financial Services
The Business Development Associate provides sales support, engages with clients, coordinates with teams, and utilizes CRM for data management.
Top Skills: CRMMicrosoft SuiteSalesforce
YesterdaySaved
In-Office
Santa Rosa, CA, USA
80K-110K Annually
Junior
80K-110K Annually
Junior
Consulting • Financial Services
The Associate Wealth Advisor will work closely with Wealth Advisors to create personalized financial plans, manage client relationships, and implement various strategies in investment, retirement, and tax planning.
Top Skills: Crm SystemFinancial Planning Software
Reposted YesterdaySaved
In-Office
Boston, MA, USA
70K-90K Annually
Junior
70K-90K Annually
Junior
Consulting • Financial Services
The Compliance Analyst will support the compliance team, handling compliance testing, regulatory filings, and implementation of the firm's ethics code, while interacting with a range of stakeholders.
Top Skills: Co-PilotExcelMicrosoft Word
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