Director of Wealth Finance & Strategy
Client Resources, Inc.
Client Resources, Inc. is seeking a Director of Financial Analysis for the Wealth Sector in Omaha, Nebraska. This role is accountable for financial management strategy and reporting, collaborating with senior leadership to improve operational efficiency. Ideal candidates will have an advanced degree, relevant certifications, and over 5 years of experience in finance within banking or financial services. The position requires strong analytical skills and in-depth knowledge of wealth management operations. #J-18808-Ljbffr Client Resources, Inc.
- Director, Financial Analysis - Wealth Sector Other Area(s): Omaha, Nebraska. Direct Hire. Start: May 1, 202... ...a day‑to‑day financial management strategy, reporting and processes. Reporting... ...Ideal Candidate Bachelor’s degree in Finance, Accounting, Business...Suggested
$112k - $150k
...specialization, involving Firm specialists Strategy Development Introduces and develops new... ...degree, required; major in Accounting, Finance, Economics or Statistics, preferred Masters... ...employees the chance to grow their wealth over time as their shares vest and grow in...SuggestedWork at officeLocal area- ...seeking accomplished and well-organized wealth management professionals to help expand... ...Advisors. Collaborate on new marketing strategies, programs, segments, and services models... ...Requirements: A bachelor's degree in finance, economics, business administration, or...Suggested
$126.83k - $215.61k
Summary of the Job The Private Wealth Advisor is a trusted advisor who will serve ultra... ...utilizing effective relationship skills, sales strategies, and engaging internal and external... ...environment. Strong knowledge of the finance industry and the local, state, national...SuggestedContract workTemporary workFor contractorsWork experience placementWork at officeLocal area- ...expertise to provide tailored advice on investment opportunities, retirement planning, and wealth management. We seek candidates with strong analytical skills and a Bachelor's degree in finance or a related field. Benefits include top-tier health coverage, a 401(k) plan, and...Suggested
$75k - $85k
...Opportunity in Financial Services Sr. Consultant - Marketing Strategy Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite... ...: Experience working in financial services, wealth management, or B2B/ B2B2C Experience marketing advisory relationships...Full timeFor contractorsWork at office$160.3k - $272.51k
...Head Of Risk And Compliance - Wealth And Trust At FNBO, our employees are the heart of... ...trusted relationships with legal, audit, finance, enterprise risk, and front-office leadership... ...Contribute to enterprise-wide risk strategy development by representing the wealth division...Temporary workWork experience placement$131.46k - $225.36k
Associated Trust Company, NA in Omaha is seeking a Wealth Advisor to serve high-net-worth clients by delivering tailored wealth strategies. This full-time role requires a Bachelor's degree and over 7 years of experience in private wealth or banking. The ideal candidate...Full time$131.46k - $225.36k
...-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You'll lead client relationships... ...& Experience Required: Bachelor's degree in Business, Finance, or related field (or equivalent experience) 7+ years of...$125k - $145k
Position Summary Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the... ...plans through planning software. Create a holistic investment strategy for each client, monitor risk tolerance over time as needed. Partner...Temporary workLocal area- A biotech company based in Omaha is seeking a Vice President of Finance & Strategy to lead financial operations and strategic planning. The ideal candidate will have a Bachelor’s degree in finance, strong communication skills, and experience in a high-growth industry....
$125k - $145k
Focus Partners Wealth, LLC, located in Omaha, Nebraska, is seeking a Wealth Advisor to lead a team in delivering holistic financial planning... ...for client relationships, developing comprehensive investment strategies, and coordinating all aspects of clients' financial lives. The...- ...organization’s success.Summary of the Job:As the Head of Fraud Risk Strategy you will be responsible for new account originations fraud,... ...credit risk and fraud management experience in consumer finance (credit cards preferably) at a leading institution and/or successful...
$150k - $200k
...Overview Rapidly Growing FinTech Company Seeks Hands-on Director Of Finance. This Jobot Job is hosted by Marcie Cassano. Are you a fit?... ...impact on our company's financial success by driving financial strategy, capital efficiency, and revenue modeling. The successful...Temporary workLocal areaRemote work- Modern Wealth Management is looking for accomplished Executive Wealth Advisors to enhance their national footprint. This role involves managing top-tier clients and focusing on developing new client relationships, requiring a portable book of at least $45M in client assets...
- Chief Operations Officer - Wealth Management HEMPHILL EXCLUSIVE Hemphill has been retained... ...concentrate on clients and investment strategies critical to the firm's success. The COO... ...resources. You will partner with the CEO and Directors on strategy, planning, and evaluating...
- ...Excel skills. The ideal candidate has a Bachelor's degree in Finance or Accounting or an MBA, along with demonstrated experience in... ...optimizing cash flow and implementing effective cash management strategies. Comprehensive benefits including health insurance and a 401(k...
- A rapidly growing FinTech company is seeking a hands-on Director of Finance to lead financial strategy and drive capital efficiency. You will oversee financial risk assessments and pricing strategies, leading a dedicated finance team. The ideal candidate has a minimum...Remote work
- ...managing tax engagements, ensuring compliance, and developing strategies for clients, particularly in the blockchain and cryptocurrency... ...candidate will have over 5 years of experience, relevant education in finance or accounting, and a CPA certification. Benefits include...
- City Finance Director - Progressive, forward thinking municipality that “thinks outside the box... ...alongside a talented leadership team with a wealth of experience and a genuine desire to... ...of accounting, finance, financial strategy, and compliance for this expanding City...
$81.66k - $134.74k
...details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Marketing Strategy Manager at FNBO develops and implements comprehensive marketing strategies that drive customer acquisition, engagement, and...Temporary workFor contractorsWork experience placementRemote work2 days per week3 days per week- ...company is seeking an Estimating Manager 1 in Omaha, NE, responsible for preparing cost estimates for bids and developing construction strategies. The ideal candidate should have significant estimating experience, along with strong skills in communication, MS Office, and...
- ...innovative approaches, your contributions will make a meaningful difference in people’s lives. Position Overview The Market Strategy Director (MSD) is a senior leadership role responsible for setting and executing strategic growth initiatives at the business group level...
- ...financial institution is seeking a Senior Manager for Aftermarket Product Sales. This hybrid role will involve developing and executing strategies for ancillary products in auto and unsecured lending. The ideal candidate must have a bachelor’s degree and substantial...
$107k - $156k
A global manufacturing powerhouse is seeking a Director of Global Environmental Health, Safety & Sustainability in Omaha, NE. This executive-level role will lead the EH&S strategy across a multinational network, requiring 15+ years of related experience and a bachelor'...- ...Responsibility, and Innovation define the culture, this role is for you. The Opportunity OBI Creative is seeking an experienced Director, Paid Media Strategy to lead paid media planning and programmatic strategy across the agency. Reporting to the VP, Integrated Marketing, this...Work at officeLocal areaRemote work3 days per week
- Turner Construction Company is seeking a Finance Manager in Omaha, Nebraska. You will manage the Finance, Accounting, and Cost departments while ensuring regulatory compliance and providing leadership in financial reporting. Applicants should hold a Bachelor’s Degree and...Flexible hours
$152.07k - $202.76k
...impact. We’re looking for top-tier talent ready to take on the challenge. Join us in building the future. The Role The Director of Strategy & Research is a critical role in the transformation and growth story of Lumen. This role leads the creation of research...Full timeTemporary workRemote work$162.5k - $301.7k
...experts. This field-based position requires fostering partnerships, influencing TAE advocacy, and translating insights into executable strategies. Ideal candidates will have a Bachelor’s Degree and a minimum of 5 years of cross-functional experience in life sciences. The...Relocation package- ...understand their financial objectives and provide tailored advice and strategies. This role emphasizes financial expertise, collaboration with... ...needs. Candidates should possess a Bachelor's degree in finance or a related field, with strong analytical and interpersonal...
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