- Unknown (Charlotte, NC)
- …recruits, and will be expected to travel extensively to build relationships with advisors at competing firms. This executive will also lead the management and ... instrumental in the implementation of business development initiatives to assist current advisors in client acquisition. Applicants for this role should have a… more
- Unknown (Oklahoma City, OK)
- …Advisers Specialties independent broker/dealer institution services ria independent advisors custom clearing services and financial services Business Classifications ... Branch Manager to take on a key leadership role in supporting financial advisors . The successful candidate will be responsible for the profitability of the region,… more
- Unknown (Nashville, TN)
- …to join its Private Wealth Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow their ... client-first advisory platform. The successful candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive… more
- Unknown (Tampa, FL)
- …in providing strategic, relationship-driven support to a network of independent financial advisors . The successful candidate will be a trusted consultant, offering a ... team environment, and willing to travel regularly to meet with advisors . Responsibilities also include hosting educational initiatives, collaborating with various… more
- Unknown (New York, NY)
- …end-to-end, including coordinating with legal, tax, accounting, and external advisors , negotiating key terms, and overseeing transaction documentation. In addition, ... will help cultivate and deepen relationships with counterparties, industry experts, and advisors to support origination and deal flow, and collaborate closely with… more
- Unknown (Scottsdale, AZ)
- …estate planning, tax management, and working with the family and their advisors on financial decision-making. The ideal candidate will have a Bachelor's degree ... planning, and tax strategies, as well as the ability to work with investment advisors to optimize performance. The CFO will have one direct report, the company's… more
- Unknown (Minneapolis, MN)
- …role is client-facing and involves working closely with the company's Wealth Advisors to provide thought leadership, analyze client insurance needs, and develop ... both technical and non-technical audiences. Key responsibilities include working with financial advisors and clients to analyze insurance products in the context of… more
- Unknown (Detroit, MI)
- …the Foundation's assets, expanding philanthropic services, and engaging with professional advisors and planned giving partners. Applicants for the Vice President of ... engagement, as well as experience in working with Boards, financial advisors , and cross-functional teams. Strong communication, interpersonal skills, and a deep… more
- Unknown (New York, NY)
- …including M&A activities, and will work closely with internal functions and outside advisors to support global corporate tax initiatives. Candidates for the VP of ... command of all aspects of the tax function. Experience in managing outside tax advisors and a proven track record of process improvement are essential. The role… more
- Macy's (Dublin, OH)
- …Overview As a Counter Manager, you will lead a dynamic team of Beauty Advisors while managing all aspects of a specific cosmetics brand. Your role blends leadership, ... creativity, and customer engagement-delivering genuine hospitality through personalized consultations, expert product application, and a deep understanding of each customer's beauty and style preferences. You'll inspire teamwork to drive sales and elevate the… more
- Porter + Guide Wealth Management (Allentown, PA)
- …centric approach to financial planning. The dedicated team of financial advisors utilizes an intentional, purposeful, and proactive process to create financial ... plans and investment management strategies to help guide clients toward the future they've always envisioned. Porter + Guide Wealth Management is seeking a Workplace Retirement Advisor to spearhead the development and delivery of retirement plan advisory… more
- Siena University (Albany, NY)
- …degree requirements are accurately represented in advising resources. Allocate faculty advisors to students. Enroll students in graduate classes and help manage ... graduate course sequencing. 3. Experiential learning & accreditation support Oversee implementation and tracking of School of Business experiential-learning requirements for undergraduate students; Ensure documentation for AACSB/other accreditation needs.… more
- Raising Cane's (Concord, NH)
- …Safe Harbor Employer Match (age 21 & older) Access to financial advisors for budget and retirement planning Crewmember Assistance Program Education assistance Pet ... Insurance Perks & Rewards for hourly Crew: Paid Time Off* Closed for all major holidays** Early closure for company events Casual Work Attire Flexible Scheduling Perkspot Employee Discount Program *Must satisfy hours requirement per year **Locations may vary… more
- Unknown (Las Vegas, NV)
- …handling day-to-day personal needs, as well as acting as a trusted liaison with advisors and service providers. Business support is also a key aspect of the role, ... requiring the ability to operate seamlessly between personal and professional needs. Applicants for the Chief of Staff position at the company should have a minimum of 10 years' experience in relevant roles, demonstrating a strong background in supporting… more
- Unknown (Philadelphia, PA)
- …and stewarding major gifts, engaging with the Libraries' Board of Advisors , and expanding the fundraising pool through entrepreneurial prospecting. Strong ... management, communication, and relationship-building skills are essential, as is the ability to work both independently and within a centralized framework for fundraising. Applicants for the Executive Director of Development position at the company's Libraries… more
- Unknown (Washington, DC)
- …with a strong preference for those who have worked with SEC-registered investment advisors . Experience with the US Investment Advisers Act of 1940 and a background ... in start-ups, particularly with an interest or working knowledge of crypto, blockchain, or fintech, is highly valued. The role of the CCO at the company is critical in the context of its unique business model, which combines venture capital, fund, and private… more
- Unknown (New York, NY)
- …is committed to delivering highly customized wealth solutions to complex client households. Advisors in this role will have access to an integrated suite of in-house ... services and will be supported by a team of dedicated professionals to ensure exceptional client outcomes. Travel Percent Less than 10% Functions Finance more
- Unknown (Palo Alto, CA)
- …high-impact opportunity to shape the future of private-market fintech for leading wealth advisors , with a focus on a meritocratic culture that rewards results and ... continuous improvement. Travel Percent Less than 10% Functions Business Development Sales/Revenue more
- Unknown (New York, NY)
- …internal controls, leading the audit process in coordination with external advisors , and providing financial analysis and insights to support strategic ... decision-making. The role requires the development of financial operations dashboards and KPIs to monitor vendor performance, as well as oversight of global cash management, treasury operations, and global banking relationships. The ideal candidate will have a… more
- Unknown (Franklin, TN)
- …focused on attracting, training, and preparing the next generation of financial advisors . The successful candidate will be responsible for launching and leading the ... Advisor Development and Placement Program, with a key emphasis on building and managing a student-facing community that mirrors the company's existing advisor community. This role is ideal for a natural recruiter with a passion for talent development and… more
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