- RIA Recruiting (Katy, TX)
- McGee Wealth Management, a growing financial advisory & Investment Management firm located in Katy, TX, is seeking an Operations Manager to join our growing ... under the direction of our Partners. As a small business , we all wear many hats and work as...help of our external consultant Serve as intermediary between senior management and support staff Requirements 5 years of… more
- Pontera (New York, NY)
- …That's where you come in. DESCRIPTION We're looking for a strategic and hands-on Senior Product Marketing Manager to define and lead the go-to-market (GTM) ... part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the...advisors across the nation- from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.… more
- Altruist (San Francisco, CA)
- …is in the midst of an exceptional growth phase and we're excited to hire a Senior Product Manager to lead the evolution of our Billing product. This role will ... with Altruist to reduce costs, save time, grow their business , and provide better outcomes for their clients. Our...thinking, strong technical acumen, and a deep understanding of advisor needs and financial services infrastructure. Your impact Own… more
- James Hardie (Chicago, IL)
- …with senior leaders to assess tax implications of new business ventures, capacity expansions, and process improvements. Champion Innovation : Identify and ... Hardie Building Products Inc. is seeking an Indirect Tax Manager to drive compliance, innovation, and transformation across our...more than a tax role-it's a chance to influence business decisions, lead a high-performing team, and modernize tax… more
- Charles Schwab (Lone Tree, CO)
- …with a broad range of investment products and solutions, to both retail and registered investment advisor ( RIA ) clients. The WAS Strategy, Planning ... Advisory (SWA) and Schwab Advisor Network (SAN), along...opportunity areas across Schwab. We are looking for a Senior Manager of Business Strategy...Schwab. We are looking for a Senior Manager of Business Strategy to help drive… more
- Charles Schwab (Westlake, TX)
- …clients to help them profitably grow, compete, and succeed in their business efforts. As ** Sr . Manager of the Advisor Path Team** , you play an essential ... bringing them the "Best of Schwab," our specialized expertise, and our continued investment in their business is unparalleled. Your experience and commitment can… more
- Neuberger Berman (IL)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... The RIA Client Advisor is responsible for...per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and practices of a custodian and clearing platform. + Products, process, and business structure of independent registered investment advisors and introducing ... leader to design, implement and enhance the service experience for independent registered investment advisors and introducing broker dealers for the custodian… more
- Charles Schwab (Westlake, TX)
- …engagement with B2B to B2C relationships. + Deep understanding of the Registered Investment Advisor ( RIA ) business preferred or extensive experience ... be the role for you. We are seeking a Senior Manager of Strategic Partnerships to join...roadmap for donor-advised fund and charitable planning education for Registered Investment Advisory Firms (RIAs). Robust education… more
- Charles Schwab (San Diego, CA)
- …. Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of Charles Schwab & Co., ... Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship,...mitigation, and liquidity needs. As a Sr . Manager , Sr . Wealth Advisor , you… more
- Citizens (Tarrytown, NY)
- …expertise, and research, while intimately focusing on each client's unique circumstances. The Investment Operations Sr . Manager will be responsible for ... Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully Disclosed) business . Primary responsibilities include + Responsible for… more
- Atria Wealth Solutions (King, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not ... plan and production goals. + Provide regular feedback to the investment group management regarding sales practices and business development initiatives.… more
- Guardian Life (Annapolis, MD)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an ... capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting… more
- Insight Global (Atlanta, GA)
- … RIA Firm in Sandy Springs, GA who is currently looking for a Senior Tax Leader/ Manager to join their growing organization. The ideal candidate for this ... role will have strong experience preparing and reviewing complex business and individual tax returns, as well as planning and strategy. We're additionally looking… more
- Charles Schwab (Lone Tree, CO)
- …innovating for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & ... Co. Inc. As a Senior Manager , Alternative Investment Consultant...detail + Flexible and adaptable in working with various business domains **What's in it for you** At Schwab,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... Manager and trains, if necessary, with Program Manager . + Drives investment and program integration...the branch employees, identified credit union executives and sales manager regarding sales practices and business development… more
- Deloitte (Mclean, VA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... for this role ends on May 31st 2026. Work you'll do: As a Manager , you will identify eligible federal C&I generating activities and manage and facilitate the… more
- Wipfli LLP (Helena, MT)
- …the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- Freeport-McMoRan (Phoenix, AZ)
- Manager Tax - International Provision & GLoBE Requisition ID: 138511 Location: Phoenix, AZ, US, 85004-2121 Category: Finance & Accounting Share this Job Why You ... states may be excluded from remote work based on business factors. Should the position shift to in-person (office/site)...US GAAP based global financial reporting results. + Oversee senior analyst and work with personnel in multiple foreign… more
- Wipfli LLP (Loveland, CO)
- …and other requested deliverables + Provide training, direction, and supervision to staff, senior accountants, and managers + Proactively seek out new business ... Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software ( RIA ), and Go File Room is strongly desired Amanda Feltner, from… more
