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Reposted One Month AgoSaved
In-Office
Austin, TX, USA
Senior level
Senior level
Professional Services • Financial Services
Design, build, and operate Azure cloud infrastructure and landing zones; automate infrastructure with Terraform and CI/CD; support Kubernetes, serverless, monitoring, backup, DR, security/compliance, incident response; mentor junior engineers and drive reliability and automation improvements.
Top Skills: Aws LambdaAzureAzure DevopsAzure FunctionsCi/CdDatabricksDatadogEks)ElkGithub ActionsGoGrafanaInfrastructure-As-CodeJenkinsKubernetes (AksNew RelicPowershellPrometheusPythonSplunkTerraform
One Month AgoSaved
In-Office
Portland, ME, USA
160K-240K Annually
Senior level
160K-240K Annually
Senior level
Professional Services • Financial Services
Provide advanced wealth planning for high- and ultra-high-net-worth clients, creating tailored analyses and recommendations across tax, estate, trusts, retirement, charitable, asset protection, business succession, and concentrated stock strategies. Partner with Wealth Advisors and external advisors, support business development, mentor planners, contribute thought leadership, and communicate complex concepts to clients and teams.
Top Skills: EmoneyHolistiplanVanilla
Reposted One Month AgoSaved
In-Office
Boston, MA, USA
100K-140K Annually
Senior level
100K-140K Annually
Senior level
Professional Services • Financial Services
Assist Wealth Advisors in client services, prepare financial plans, manage client relations, and mentor less experienced staff. Requires solid knowledge in financial planning processes.
Top Skills: DocusignMicrosoft SuitePlanning SoftwarePortfolio Accounting SoftwareSalesforce
Reposted One Month AgoSaved
In-Office
Denver, CO, USA
125K-200K Annually
Mid level
125K-200K Annually
Mid level
Professional Services • Financial Services
Manage client service experience, prepare financial reports, provide strategic consulting, and oversee deliverables for high-net-worth clients.
Top Skills: ExcelFinancial Analysis Tools
Reposted One Month AgoSaved
In-Office
Brickell Hammock, Miami, FL, USA
Mid level
Mid level
Professional Services • Financial Services
Manage the Analytics and Reporting team, overseeing data analysts and ensuring accurate, auditable outputs for reporting. Translate stakeholder needs into specifications.
Top Skills: DbtSQLTableau
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Reposted One Month AgoSaved
In-Office
Houston, TX, USA
Mid level
Mid level
Professional Services • Financial Services
The Wealth Advisor manages client service experiences, prepares tailored financial reports, provides strategic consulting, and coordinates team efforts in wealth management.
Top Skills: Advanced ExcelFinancial Analysis Tools
Reposted One Month AgoSaved
In-Office
Boston, MA, USA
100K-140K Annually
Senior level
100K-140K Annually
Senior level
Professional Services • Financial Services
Assist Wealth Advisors in managing client relationships, preparing financial plans, and overseeing mentoring; begin leading less complex relationships independently.
Top Skills: DocusignMicrosoft SuitePlanning SoftwarePortfolio Accounting SoftwareSalesforce
Reposted One Month AgoSaved
In-Office
Morristown, NJ, USA
125K-150K Annually
Senior level
125K-150K Annually
Senior level
Professional Services • Financial Services
Serve as the primary advisor for high net worth clients, delivering wealth management, investment advice, and coordinating comprehensive financial solutions while mentoring junior advisors.
Top Skills: Financial PlanningInvestment ManagementTax StrategyWealth Transfer
Reposted One Month AgoSaved
In-Office
Newport Beach, CA, USA
Senior level
Senior level
Professional Services • Financial Services
The Wealth Advisor will build client relationships, acquire new high-net-worth clients, and provide tailored wealth management solutions, ensuring exceptional service and communication.
Reposted One Month AgoSaved
In-Office
2 Locations
Senior level
Senior level
Professional Services • Financial Services
The Tax Manager will provide comprehensive tax compliance services, estate planning, and develop tax strategies. Responsibilities include managing client accounts, reviewing tax returns, and conducting business development.
Top Skills: Bloomberg Income Tax PlannerCch Axcess TaxMS Office
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