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Reposted 16 Hours AgoSaved
In-Office
Boston, MA, USA
90K-100K Annually
Mid level
90K-100K Annually
Mid level
Consulting • Financial Services
The Senior Associate in FP&A will manage financial analyses, budgeting processes, and project management while developing executive-level presentations.
Top Skills: ExcelPowerPointWorkday Adaptive Planning
Reposted 2 Days AgoSaved
In-Office
Lake Forest, IL, USA
Senior level
Senior level
Consulting • Financial Services
The Wealth Advisor will focus on business development, building client relationships with high-net-worth individuals, and assisting in client service operations. Responsibilities include networking, managing client needs, and understanding investment strategies.
Reposted 2 Days AgoSaved
In-Office
Chapel Hill, NC, USA
65K-75K Annually
Junior
65K-75K Annually
Junior
Consulting • Financial Services
The Investment Operations Analyst supports investment decision-making, manages data reconciliation, conducts client reporting, and assists with portfolio trading and manager due diligence.
Top Skills: Access)ExcelMs Office Suite (WordOutlookPowerPoint
Reposted 8 Days AgoSaved
In-Office
2 Locations
140K-160K Annually
Senior level
140K-160K Annually
Senior level
Consulting • Financial Services
Serve as a client-facing investment professional managing clients' investment and financial plans, preparing meeting materials, analyzing complex wealth topics, supporting client inquiries, driving process improvements, and assisting with new business development while ensuring high levels of client service and confidentiality.
Top Skills: ExcelMicrosoft WordOutlookPowerPoint
Reposted 10 Days AgoSaved
In-Office
White Plains, NY, USA
90K-110K Annually
Mid level
90K-110K Annually
Mid level
Consulting • Financial Services
The Operations Manager oversees the client service team, manages operational workflows, monitors cash flow, enhances CRM systems, and ensures operational accuracy and efficiency in a wealth management firm.
Top Skills: ExcelRedtailSalenticaSalesforce
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Reposted 10 Days AgoSaved
In-Office
White Plains, NY, USA
130K-160K Annually
Senior level
130K-160K Annually
Senior level
Consulting • Financial Services
Prepare comprehensive financial plans for high-net-worth clients, utilizing eMoney for modeling and analysis, while collaborating with senior advisors and contributing to client meetings.
Top Skills: EmoneyFinancial Planning Software
11 Days AgoSaved
In-Office
London, Greater London, England, GBR
Senior level
Senior level
Consulting • Financial Services
Serve as primary client contact overseeing financial operations and staff. Manage bookkeeping, payroll, accounts receivable/payable, cash flow forecasting, VAT and year-end files, insurance coordination, tour/project accounting, and prepare management accounts and ad hoc financial analysis.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
Reposted 11 Days AgoSaved
In-Office
Century City, Los Angeles, CA, USA
85K-125K Annually
Senior level
85K-125K Annually
Senior level
Consulting • Financial Services
Provide paralegal support for business management agreements and related legal operations: draft and maintain templates, manage signature processes and records, coordinate with legal, finance, and business teams, prepare status reports, support document collection for disputes, and improve agreement-management workflows.
12 Days AgoSaved
Remote
USA
Senior level
Senior level
Consulting • Financial Services
Lead ETF business development by building relationships with RIAs, family offices, and wealth managers. Prospect, educate, and convert advisors on ETF implementation and portfolio construction. Partner with leadership on market strategy, contribute to thought leadership, represent the firm at events, and provide market feedback to shape product positioning and growth.
Reposted 12 Days AgoSaved
In-Office
Dallas, TX, USA
120K-130K Annually
Senior level
120K-130K Annually
Senior level
Consulting • Financial Services
Serve as a VP on a client relationship team for ultra-high-net-worth clients, managing investment and financial plans, preparing meeting materials, responding to client requests, improving processes, and supporting new business development.
Top Skills: ExcelMicrosoft WordOutlookPowerPoint
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