Senior VP, Investment & Wealth Distribution
Ascensus
Ascensus is seeking a Vice President, Investment & Wealth Distribution to lead the go-to-market strategy for retirement investment and wealth solutions. This senior leader will build a dedicated sales and commercialization capability, drive adoption, and collaborate with cross-functional partners to scale revenue and assets across multiple markets. The role requires a deep background in defined contribution retirement and investment distribution, with a track record of creating measurable
#J-18808-Ljbffr$250k - $300k
Position SummaryThe Vice President, Investment & Wealth Distribution is the senior commercial leader responsible for establishing and scaling the distribution strategy for Ascensus' investment and wealth solutions across the Retirement business. This role is accountable...SuggestedFull timeRemote work$300k - $325k
...expertise that help nearly 16 million people save for a better today and tomorrow.Section 1: Position SummaryThe Senior Vice President, Retirement, Investment & Wealth Solutions Marketing is a key commercial leader, driving growth across multiple lines of Ascensus businesses...SeniorFull timeTemporary workSecond jobRemote workShift work- ...Hamilton Lane seeks a Vice President, Real Assets to lead real estate investments across primary funds, co‑investments, and joint ventures. You will drive due diligence, develop detailed financial models, and oversee negotiations and closings while maintaining client and...Senior
$131k - $185k
...procurement data harmonization* Logistics& Distribution: Network design, DC and 3PL transition,... ...inform M&A integration timelines and investment priorities* Identify and communicate... ...The targeted base salary pay range for Senior Consultant in Silicon Valley and San Francisco...SeniorTemporary workLocal area- ...achieve their long-term financial goals. At C&N, we’re seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the... ...client relationships, provide comprehensive wealth planning and investment management solutions, and collaborate closely with internal...SeniorFull timeLocal areaFlexible hours
$110.7k - $218.3k
Position Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment...SeniorWork at officeNight shift- ...Senior Wealth Advisor Who are we? For over 160 years, C&N has been committed to creating value through lifelong relationships with our... ...relationships, provide comprehensive wealth planning and investment management solutions, and collaborate closely with internal banking...SeniorLocal areaFlexible hours
- ...insurance, retirement planning, financial advising, wealth management, or a related financial services distribution environment. Experience in leading a team,... ...viewed favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a...Full timeWork at office
- ...Conshohocken, PA, is seeking a Vice President of Product Marketing for Private Wealth to lead positioning, messaging, and go-to-market for private wealth products. You will translate complex investment strategies into clear, credible content for financial advisors and UHNW...
- Senior Tax ManagerPosition OverviewWe are seeking a seasoned Senior Tax Manager to lead... ...with external advisors (estate, trust, investment managers) for comprehensive client service... ...prospects.Collaborate with accounting, wealth management, and client service teams to...SeniorLocal area
- ...distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting... ...to communicate complex tax concepts clearly to senior leaders and non-tax stakeholdersExperience driving process improvement...Local area
$154.35k - $223.65k
...President joins the management team and will work closely with senior business leadership, shared services claims functions,... ...distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence...Local area- ...VP - Product Management Philadelphia, PA - Philadelphia, PA 19154 Description... ...Vice President of Purchasing – Pro AV Distribution The Vice President of Purchasing leads... ...success managing large-scale inventory investments and vendor partnerships. ~ Strong financial...
- ...Senior Vice President, Investor Relations & Capital Markets About the Company Diversified... ...funds, hedge funds, and sovereign wealth funds. This role involves developing a... ...sophisticated investors, analysts, and investment banks, and to distill complex business portfolios...Senior
$140k - $210k
...Senior Tax Manager - REMOTE About the Firm We are representing a well-established... ...and entrepreneurial business owners with investable assets between $1M and $20M. The firm... ...capability to deliver a truly integrated wealth management experience. About the Role...SeniorFor contractorsRemote work$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset...SeniorFull timeH1b- ...Provide sophisticated tax planning and advisory services, including wealth transfer strategies, charitable giving, and estate planning.-... ...with clients' external advisors (financial planners, investment advisors, etc.) to align tax strategies with overall financial...SeniorWork at officeLocal areaFlexible hours
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs... ...an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorFull timeH1b$77k - $214k
...ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...SeniorFull timeH1b- OverviewBNY Wealth is seeking a Head of Wealth Select to lead a centralized... .... This is a high-impact senior leadership role overseeing a... ...management and portfolio/investment management, ensuring quality,... ...and client outcomes across a distributed market structure.Strong fiduciary...SeniorWork experience placementFlexible hours
$145k - $185k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations... ...people, and business development happening around the world.Senior Tax AccountantFiduciary Trust International is hiring a...SeniorWork at officeLocal area3 days per week$10 per hour
...Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be... ...referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new...SeniorWork experience placementWork at office$131k - $218.3k
...Enterprise Operations & Risk - Middle and Back Office Oversight - Investment Management Senior Consultant Our Deloitte Regulatory, Risk & Forensic team... ...investment management operations, such as asset managers, wealth managers, hedge funds, private equity, fund administrators...Senior$110.7k - $218.3k
...- Transfer Agency and Tokenization - Investment Management Senior Consultant Our Deloitte Regulatory, Risk... ...of the following: asset management, wealth management, hedge funds, private... ...or client servicing.Experience with distributed ledger technology and blockchain.Experience...SeniorWork at officeNight shift$10 per hour
...Business Relationship Manager Senior If you are customer focused, enjoy building relationships... ...in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase... ...cards, mortgages, auto financing, investment advice, small business loans and payment...SeniorWork experience placementWork at office$171.6k - $338.3k
...that trusted partner and apply to this Senior Manager role today! Recruiting for this... ...equity clients in navigating complex growth, investment and divestiture scenarios. Our services... ...customers. Our clients include asset, wealth, and investment advisers and...SeniorLocal areaVisa sponsorship- ...Senior Wealth Planner Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team... ...team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service...SeniorWork at officeLocal area
- ...historically under-examined across the securities industry.As a Senior Principal Intelligence Specialist, you won't just be analyzing... ...regulatory approach and deliver greater value to member firms and the investing public.Work Conditions:Hybrid work environment, with defined in...SeniorFull timeTemporary workFor contractorsFor subcontractorWork at officeLocal areaImmediate start
- ...About This Job The Senior Investment Consultant, OCI fosters and manages relationships with financial advisors to assist them... ...a key liaison and subject matter expert supporting distribution across our Orion Wealth Platform and Orion Technology ecosystems. Skills...SeniorFull timeWork at office3 days per week
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