Director of Wealth Management & Client Strategy
$225kIEQ Capital
A financial advisory firm in San Francisco is seeking a Director to manage client relationships and provide exceptional service. The role requires 5-7 years of wealth management experience and exceptional communication skills. Responsibilities include constructing performance reports and providing investment advice. The salary is up to $225,000 depending on skills and experience, along with a strong emphasis on client-centric strategies. #J-18808-Ljbffr IEQ Capital
$220k - $235k
...combination of transformative strategy, transactions and... ...confidence. Deal Management works on the most... ...a broad portfolio of clients and industry sectors.... ...enables us to bring a wealth of deep sector and functional... ...As a Director in Deal Management, you...SuggestedWork experience placementSummer holidayFlexible hours- ...with a growing and highly respected wealth management firm on a confidential Director-level role. This is a fantastic... ...relationships with sophisticated clients while continuing to grow into... ...Performance analysis Investment strategy discussions Ability to mentor junior...SuggestedWork at officeLocal area
$225k
...Advisorseekingto transform traditional wealth management. Our quest is to integrate the... ...connection and collaboration with our clients. We are an independent,predominantly employee... ...estate, credit etc.) and communicate these strategies to clients Construct performance and...Suggested- LHH Recruitment Solutions is partnering with a growing wealth management firm to fill a Director-level advisor role. The position targets an experienced... ...who thrives on building relationships with sophisticated clients while growing into leadership. Ideal candidates bring 5...Suggested
$170k - $240k
...practices allowing us to partner with clients across myriad industries and... ...About the Position The Associate Director, Client Engagement Strategy & Events leads the development and... ...business acumen, and hands-on event management. The Associate Director will help shape...SuggestedFull timeWeekend workAfternoon shift$127k - $250k
...technologies to collaborate with clients, driving transformative... ...future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in San... ...solutions. Develop and execute client strategies across wealth advisory,...Temporary workWork experience placementLocal areaWorldwideFlexible hours$120k - $160k
...Description: Pathstone is a growing wealth management firm serving ultra-high net... ...by a clear purpose: to help clients pursue their Preferred Life... ...key areas such as tax strategy, risk management guidance, wealth... ...Overview: The Associate Director, Client Advisory is a key...Work at officeFlexible hours- Golin is seeking a Director, Strategic Planning to lead strategic initiatives at the intersection... ...human expression. You will own account strategy for a brand and craft briefs that... ...creator culture, and the ability to lead client discussions while shaping ambitious...
$190k - $210k
BTS is seeking a Senior Director-level Industrial-Organizational Psychologist in San Francisco... ...solutions and lead high-impact client engagements. The role requires extensive... ...you to influence organizational talent strategies significantly while mentoring others in...$205k - $235k
...’s unique combination of transformative strategy, transactions and corporate finance delivers... ...(TMT) sector. Our team partners with management teams to identify critical business... ...role in delivering results and shaping client outcomes. Key Responsibilities Own the...Work experience placementInterim roleSummer holidayWork at officeFlexible hours- ...Executive Vice President, Digital Strategy, Technology & Analytics About the Company... ...track record in team leadership, business management, and global impact. This role is pivotal... ...teams to deliver integrated solutions for clients. The EVP will also be responsible for...
$190k - $195k
...Practice (Technical Due Diligence & CIO Strategy Focus) About Oliver Wyman Oliver Wyman... ...is a global consulting firm that helps clients solve complex problems and transform... ...that drive growth, improve operations, and manage risk. Role Overview As a Principal...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$195.42k - $370.53k
...number one priority. With a wealth of learning and career... ...KPMG is currently seeking a Director, Private Equity IT M&A -... ...to join our KPMG Strategy practice.Responsibilities:Manage a high-volume pipeline of... ...diligenceprojects for Private Equity clients, assessing platform and...H1bLocal area$215k - $285k
...better growth for our clients, increasing their long-... ...lever of their commercial strategy - customer engagement,... ...realities, we bring a wealth of knowledge, experience... ...create an impact:As a Director, you will be a vital member... ...implement, scale, and manage delivery which balances...Work at officeRemote workFlexible hours$200k - $225k
...Description Restructuring Director, Alvarez & Marsal San... ...to solving our clients' problems and assisting... ...involving turnaround management, restructuring, performance... ...process - from the strategy to cash conservation/... ...backgrounds that bring a wealth of industry depth and...Part timeWork experience placementWork at officeFlexible hours- ...Environmental Economics (E3) in San Francisco seeks an Associate Director (Transmission) to lead strategy engagements for utilities and their transmission... ..., and work across utilities, regulators, EPCs, and clients to advance clean energy transmission. #J-18808-Ljbffr...
- ...company in San Francisco is looking for an Associate Director of Publisher & Platforms. The role involves overseeing a client delivery team, engaging with senior executives, and driving innovative measurement strategies. Candidates should have at least 4 years of...
$204.44k - $324.99k
...one priority. With a wealth of learning and career... ...is currently seeking a Director in Technology for our... .../patient relationship management, and configure Health... ...tuning, and environment strategy Act with integrity, professionalism... ...required to support client engagements, team...H1bLocal area$200k
...leader in investment management risk management and advisory... ...and retail clients. As of June 30 2026 BlackRocks... ...to save and generate wealth. As the industrys #1... ...business development strategies generating new investment... ...chance law. Required Experience: Director...Full timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week$161k - $221k
Austin, TX, United States Position Title: Developer GTM Strategy Manager, Technical Programs About Us At Cloudflare, we are on a mission... ...Cloudflare has ever released. Heres the deal - we dont store client IP addresses never, ever. We will continue to abide by our privacy...Temporary workLocal areaFlexible hours- ...to work. We are hiring an Associate Director of Client Services. Salary band is $120k-$160k... ...Client Services. What You'll Do Client Strategy: Understand each client's business and... ...first communication. Delivery Margin Management: Partner with delivery teams to build...Summer workCasual workRemote workShift work
- Career Launch is seeking a Director of Talent Acquisition in the San Francisco... .... The role leads the recruiting strategy for senior executives, partnering with client employers to shape hiring across... ...own cadence, outcomes, and risk management, coordinating with leaders and...
- Wealth.com, a leading advanced planning platform, is seeking a Staff Product Manager in New York. You will own end-to-end strategy, roadmap, and execution across core platform areas, directly engaging with financial advisors, enterprise leadership, and legal end-users....
£65k - £85k per year
Associate Director / Director, Data Strategy & Measurement Location: Remote — this is a remote, work-from-home... .... Some travel is required for client meetings, internal meetings, conferences... ...data literacy across Account Management, Strategy and Sales teams through training...Summer holidayRemote workWork from home$150k - $175k
...Position Summary The Senior Director of Major and Individual... ...will also personally manage a high-level portfolio... ...Leadership and Strategy Strategic Vision: Design... ...preferred) Experience with Wealth Screening and... ...the community and its clients, who frequently enter and...Flexible hours- ...on site in the specified location(s).Schwab Asset Management delivers competitively priced investment strategies designed around the needs of investors and the... ...commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together...Temporary workWork at office
$300k - $350k
...transforming the multi-trillion dollar wealth management industry by building an AI platform for... ...and deliver superior outcomes for their clients. We're looking for exceptional talent... ...channel through industry consultants (T3, F2 Strategy, Ezra Group) and association...Work at officeImmediate start- ...Executive Vice President of Programs & Strategy About the Company Mission-driven organization addressing rapidly-evolving human displacement events Industry Management Consulting Type Government Agency Founded 2008 Employees 51-200 Categories...
- ...with strong analytical and project management skills who will support business development... ...Advisors seeks an Associate Director to join our West Coast client development team.This person will... ...childhood education, to closing the racial wealth gap, to conservation and the...Relocation package
- ...across our Grocery, Convenience, Alcohol and Retail businesses. About The Role We are hiring two Associate Managers within our New Verticals Fulfillment Strategy & Operations team. Strategy & Operations combines strategic thinking, strong analytical problem solving,...Hourly payWork at officeLocal areaRemote workFlexible hours
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