- Aprio (Atlanta, GA)
- …for a Director to join their dynamic team. Aprio Wealth Management is a fast-growing Registered Investment Advisor ( RIA ) with a bold vision to scale ... five years. As we expand through organic growth and strategic M&A, we are seeking a visionary Director...topics. Develop onboarding and continuing education programs to support advisor and planner development, especially in the context of… more
- Raymond James Financial, Inc. (IL)
- …Head of Research and Due Diligence, Product Gatekeepers and Platform Heads. + Expand investment exposure within the RIA channel by placing RJIM ETFs and Funds ... **Job Description** **Job Summary:** RJIM is seeking a Professional Buyer Director to focus on our distribution efforts via key placements, takeovers, and model… more
- Brokers International (Urbandale, IA)
- …+ Ability to multitask and manage multiple projects simultaneously + Prior management, Registered Investment Advisor and Broker Dealer experience required. ... Job Title: Director of Operations Business Unit: Brokers International Financial...step-change its ability to drive accelerated growth as a strategic partner. BI's culture is one of inclusion and… more
- JPMorgan Chase (Boston, MA)
- …(TAMPS) by building relationships with key decision-makers + Partner with National Accounts functions across strategic partners, including JPM, to create shared ... Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by… more