Hybrid VP, Wealth Advisory & Client Growth
$150k - $200kEP Wealth Advisors, Inc
EP Wealth Advisors, Inc is seeking a Vice President to service clients and drive business generation through referral networks and marketing initiatives. Candidates should have an undergraduate degree, 5-10 years of financial services experience, and be a Certified Financial Planner. The role involves leadership support and collaboration with internal teams. A competitive salary between $150,000 and $200,000 is offered along with comprehensive benefits including unlimited PTO and health coverage. #J-18808-Ljbffr EP Wealth Advisors, Inc
- ...Private Banker in Seattle, WA, responsible for advising families on wealth management. The ideal candidate will have over six years of... ...knowledge of investments, financial planning, and an excellent client experience focus. Candidates should also possess Series 7 and 66...Suggested
- ...Vice President, Client Insights and Advisory (Financial Services) About the Company Premier insights & advisory organization Industry Market... ...on consultative client engagement, strategic account growth, and the identification of opportunities where research and...Suggested
- ...Governance — JPMorgan Wealth Management (JPMWM) Location... ...States, JPMWM offers clients a broad suite of... ...— including investment advisory services, transactional... ...Engagement & Governance, the VP is intentionally... ...finance, or accounting. Growth and Career Path This role...SuggestedWork at office
- TwinThread is seeking a Vice President, Wealth Planner in Bellevue, Washington, to provide... ...on wealth management topics and advising clients, ensuring that all strategies align with... ...total rewards package and aims to promote growth and success for clients and advisors...Suggested
- WealthBridge Financial Group is searching for a Regional Vice President (RVP) to provide leadership and direction for growth and advisor development in Seattle, United States. The ideal candidate should have senior leadership experience in financial services and a strong...Suggested
- ...VP, Technology Growth and Strategy About the Company Global talent marketplace connecting businesses with top freelance professionals in... ...market strategy that drives revenue growth across strategic clients. This role is pivotal in leading the development of high-impact...FreelanceRemote work
$281.75k - $402.5k
A leading advisory firm is seeking a Managing Director to lead client delivery and business development efforts. You will manage complex transactions, advise on accounting standards, and mentor junior team members. The role requires over 15 years of management consulting...- Beyondsoft Consulting is seeking a Vice President for Strategic Growth & Japan Enterprise Partnerships to lead growth initiatives in the Americas. This senior role involves expanding client relationships, building partnerships with Japanese enterprises, and driving the...
- ...looking for a Vice President in Surety to support Fortune 1000 clients through exceptional underwriting expertise and relationship management... ...a financial-oriented education. Opportunities for professional growth and a commitment to equal employment opportunity are emphasized...
$245k - $355k
...global engineering firm in Seattle seeks a Vice President to drive growth in its transportation practice. This role involves strategic... ...development, overseeing complex transportation projects, and maintaining client relationships. Candidates should hold a Bachelor's degree in...Flexible hours$230k - $400k
A leading advisory firm in Seattle is seeking a Director for its Accounting Advisory practice. This role focuses on driving complex client engagements, particularly in transactions like mergers and acquisitions. Candidates must have over 15 years of professional services...- ...Managing Director, M&A Advisory About the Company Respected financial advisory firm specializing in investment... ...also involves representing the firm in various client interactions and contributing to the company's growth initiatives and strategic direction. The ideal...Remote workFlexible hours
- ...with innovative companies in the Life Sciences sector, promoting growth and strategic partnerships. Successful candidates will have a strong background in commercial banking, sales management, and client relationship skills. A bachelor's degree and relevant licenses are...Full time
- ...introducing high-net-worth prospective clients to the firm’s advisory teams. The ideal candidate is... ...opportunity to contribute to business growth while supporting advisory teams in delivering... ...experience in financial services or wealth management. FINRA licensing required...
$65k - $105k
I. MISSION The Associate Wealth Manager at Transformational Advisory Group is an integral part of... ...connection between our clients, support team, and Wealth... ...with the Managing Director, VP, and Wealth Managers to present... ...that is designed for growth and supports the success of...Work at office- ...acquisition, retention, and reimbursement, scaling growth without hiring more staff. We are on a... ...of maximum mutual value. This is a hybrid commercial role designed for individuals... ...with exposure to business development or client growth Experience selling or supporting...Work at officeRemote work3 days per week
- ...Chief Growth Officer Founded in 1986, Thomas Cuisine is an award-winning, privately held... ...business development, marketing, client retention, acquisitions and strategic partnerships... ...on the needs of the business. Open to hybrid or fully remote performance. Our...Contract workRemote workFlexible hours
- ...healthcare AI platform is seeking a Strategic Growth Executive to own and manage a portfolio... ...accounts in the Northeast. This hybrid role focuses on driving revenue growth through... ...expansion and consultative partnerships with clients. The ideal candidate will have enterprise...
- ...Regional Vice President, Operations and Growth About the Company Nationally recognized provider of top-notch technical services... ...developing annual business plans, and ensuring the maintenance of strong client, partner, and industry relationships. Key responsibilities for...
- ...Chief Operating Officer (COO) & Growth Operator About the Company Premier organization providing digital product business services... ...the areas of direct response marketing, digital products, and client coaching. The role demands a true operator who can run day-to-day...
$155k - $311k
...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ..., thereby creating new pathways for growth. In this ever-changing market environment... ...are our number one priority. With a wealth of learning and career development opportunities...H1bLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment... ...and want to grow their careers within a sophisticated, client-first advisory platform. The successful candidates will work alongside senior...
$180k - $210k
...We are seeking a high-impact Senior Vice President to lead the growth of our Qualitative and Online Communities practices within the Media... ...You will be working with a talented team of researchers and client service specialists, focusing on building long-term, sustainable...Work experience placementRemote workFlexible hours$101k - $200k
...their most significant risk, workforce, wealth management and retirement challenges through... ...and empowering financial professionals, clients, and strategic partners through technical... .... Demonstrated success driving growth and advisor engagement through concept adoption...$281.75k - $402.5k
...beginning, our goal was to establish an advisory firm that stands apart from the rest – one... ...creating a positive experience not just for our clients, but for our people too. We firmly... ...repeatable revenue through new clients and growth at existing clients Develop timely...Full timeLocal areaFlexible hours- ...A leading healthcare solutions provider seeks a passionate Vice President of Business Development to drive sales and maintain client relationships. This remote position requires 7-10 years of healthcare sales experience, expertise in healthcare revenue cycles, and strong...Remote work
$160k - $200k
...the table, and we believe in working together with our peers and clients to leverage the best of one another in everything we do. When... ...a senior business leader to serve as Vice President, Strategic Growth & Japan Enterprise Partnerships, responsible for contributing to...Temporary workLive outWork at officeLocal areaRemote workFlexible hours- ...Vice President, Client Development About the Company Expanding market research firm... ...the Role The Company is in search of a VP, Client Development to join their team. This... ...partner with internal teams to support the growth of the business. The company offers a high...
$100k - $125k
...consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred... ...profitability, satisfaction, and organic growth. Responsible for leading new business... ...Property & Casualty and Employee Benefit clients to convert current Defined Contribution (...Temporary workWork at officeLocal areaFlexible hours$160k - $183k
...VP of Accounting Location: Seattle – Onsite Salary Range: $160 - $183k DOE If you’re an accounting leader ready to take... ...a well-established organization in the real estate space. Our client is a growth-oriented company with a sizable property portfolio and a...
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