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Reposted 8 Days AgoSaved
In-Office
2 Locations
110K-130K Annually
Mid level
110K-130K Annually
Mid level
Consulting • Financial Services
The Risk Operations Specialist supports the Cybersecurity program by managing risk and vulnerabilities, conducting audits, and maintaining dashboards to track KPIs.
Top Skills: CcpaCybersecurityGdprGrcIso 27001NistRisk ManagementVulnerability Management
Reposted 8 Days AgoSaved
In-Office
2 Locations
135K-165K Annually
Senior level
135K-165K Annually
Senior level
Consulting • Financial Services
The Senior IT Project Manager leads complex technology programs, managing project execution, governance, and aligning with business objectives while mentoring teams and ensuring delivery excellence.
Top Skills: AsanaPower BI
9 Days AgoSaved
In-Office
Chicago, IL, USA
150K-175K Annually
Senior level
150K-175K Annually
Senior level
Consulting • Financial Services
Lead and develop an operations team supporting wealth management, manage investment accounting and reporting (Addepar), ensure operational excellence and data integrity, drive process improvements, partner with cross-functional stakeholders, and oversee audits and service delivery.
Top Skills: AddeparDynamics 365ExcelMS OfficeSalesforce
9 Days AgoSaved
Remote
USA
140K-150K Annually
Senior level
140K-150K Annually
Senior level
Consulting • Financial Services
Lead planning, execution, and optimization of paid search and social campaigns to generate qualified investor leads. Manage six-figure monthly media budgets, partner with agencies, run A/B tests, optimize landing pages and funnels, track attribution with analytics/CRM, and report on ROI while identifying new performance channels.
Top Skills: Bing AdsCRMGa4Google AdsLinkedin AdsMarketing DashboardsMeta Ads
9 Days AgoSaved
In-Office
El Encino, CA, USA
52K-58K Annually
Junior
52K-58K Annually
Junior
Consulting • Financial Services
Provide in-office administrative support including reception coverage, mail and package processing, e-deposits and check handling, filing, restocking supplies, and supporting assigned partners with ad hoc projects. Serve as a primary contact for employees and assist with general office operations to keep the office running smoothly.
Top Skills: ExcelMicrosoft OutlookMicrosoft TeamsMicrosoft Word
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Reposted 9 Days AgoSaved
In-Office
Charlottesville, VA, USA
90K-105K Annually
Junior
90K-105K Annually
Junior
Consulting • Financial Services
Support nonprofit investment portfolios through preparation of monthly and quarterly reports, performance and attribution analysis, risk and liquidity monitoring, private equity reconciliations, custodian data review, audit and tax support, transaction management, and ad hoc analytical projects to assist client service and operations teams.
Top Skills: APIsExcelPowerPointWord
Reposted 9 Days AgoSaved
In-Office
Seattle, WA, USA
150K-250K Annually
Senior level
150K-250K Annually
Senior level
Consulting • Financial Services
Manage the Large Cap Growth portfolio: research, recommend, and manage stocks; deliver research materials; manage client investment relationships, lead client meetings, delegate planning and service tasks, and help grow client relationships.
Reposted 9 Days AgoSaved
In-Office
2 Locations
275K-300K Annually
Expert/Leader
275K-300K Annually
Expert/Leader
Consulting • Financial Services
The CFO of Business Management oversees finance operations, provides strategic guidance, and drives growth through planning, budgeting, and process improvements.
Reposted 9 Days AgoSaved
In-Office
Menlo Park, CA, USA
85K-107K Annually
Junior
85K-107K Annually
Junior
Consulting • Financial Services
Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, managing client communications and CRM records, collaborating on portfolio execution and trading, and participating in team business planning and billing reviews.
Top Skills: Crm SystemCustodian WebsitesPlanning Software
10 Days AgoSaved
In-Office
Los Angeles, CA, USA
120K-175K Annually
Senior level
120K-175K Annually
Senior level
Consulting • Financial Services
Serve as primary relationship lead for assigned high-net-worth entertainment clients, overseeing financial, operational, and advisory services. Coordinate client meetings, tax and compliance oversight, cash flow and budgeting, and lead account teams. Develop trusted-advisor relationships and support onboarding, major transactions, and escalations.
Top Skills: AgillinkCch AxcessCch Engagement
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