Senior Wealth Advisor & Growth Leader
$175k - $250kCoda Search│Staffing
A financial planning firm in New York seeks a Senior Advisor to manage high-value client relationships and drive growth. The role requires strong leadership, extensive knowledge of investment strategies, and the ability to mentor junior advisors. Candidates should have at least 6 years of relevant experience and a Bachelor's degree in Finance or Economics. The position offers a salary range of $175,000 to $250,000 per year along with additional bonuses. #J-18808-Ljbffr Coda Search│Staffing
- Kaufman Rossin in New York is seeking senior-level tax professionals to join their Tax Services team. The role involves preparing complex... ...are required. Kaufman Rossin offers a supportive culture and opportunities for professional growth. #J-18808-Ljbffr Kaufman RossinSenior
$162k - $198k
...analysis and business case development for strategic initiatives. This role requires collaboration with various departments to evaluate growth opportunities and prepare executive-level presentations. The ideal candidate will have over 10 years of relevant experience, with a...Senior- Confidential Insurance Company is looking for a Senior Commercial Underwriting Manager in New York to lead commercial underwriting operations... ...a dedicated team. This role is essential for driving profitable growth through effective risk management and operational excellence....Senior
- Woodard & Curran is seeking a Senior Client Manager based in Town of Florida, NY, to lead the development of high-performing client service... ...wastewater services. The role emphasizes client engagement and growth, providing opportunities for professional advancement and...SeniorFlexible hours
$75k - $100k
NextPath Workforce Solutions is seeking a Senior Account Executive for our client’s Hybrid Direct Hire role in Altamonte Springs, FL. You... ...experience and a proven quota track record. NextPath emphasizes growth, collaboration, and equal opportunity employment. #J-18808-...Senior- ...investment strategies and ensuring portfolio compliance with fiduciary guidelines. Ideal candidates will have significant experience in wealth management, strong leadership capabilities, and a proactive approach to client relationship management. The position offers a...Senior
$139.7k - $232.9k
Wilmington Trust is seeking a Wealth Advisor in the Town of Florida, NY to manage client relationships and drive revenue through new acquisitions and retention. Responsibilities include leading client services and collaborating with internal teams to deliver financial...Senior$139.7k - $232.9k
M&T Bank in New York is looking for a Wealth Advisor to lead client relationships and manage the acquisition of new clients. Responsibilities... ...based on skills and experience. Join a team focused on ethical growth and excellence in client service. #J-18808-Ljbffr M&T Bank- Fifth Third Bank is seeking a Commercial Relationship Manager III in New York, responsible for developing and maintaining relationships with high-revenue clients. The role requires a strong understanding of banking solutions tailored to client needs, with a focus on business...Senior
- ...a well-capitalized regional financial institution to identify a Senior Business Banking Relationship Manager in Lakewood Ranch, FL. This... ...banking needs, and serve as a trusted financial partner to growth-oriented companies. #J-18808-Ljbffr FinTrust Connect CareersSenior
- Northbridge University is looking for an Associate Director of Admissions for the South Miami Campus. This full-time role requires managing the Admissions Office and driving enrollment goals in a fast-paced environment. Qualified applicants will possess a Bachelor’s degree...SeniorFull timeWork at office
- Jobtailor is seeking a seasoned Product Leader to guide a team of Product Owners for PK1Cloud apps and future initiatives. You will define backlog practices, roadmaps, sprint cadence, and stakeholder communications to align product work with company strategy and revenue...Senior
$96k - $120k
Dept is looking for an Account Lead in Paid Social to oversee complex multichannel accounts and drive growth through innovative strategies. You will mentor a high-performing team and ensure client success through analytical insights and creative campaigns. This remote-...SeniorRemote job- ReturnPro is seeking a Manager, ABM & Enterprise Growth to accelerate pipeline growth for its SaaS business. You will design and run ABM campaigns, leverage intent data to identify in-market accounts, and collaborate across PR/Comms, Content, Creative, and Business Development...Senior
- Smith Seckman Reid, Inc is looking for a Medical Equipment Operations Manager in Town of Florida, New York. This role involves leading the Medical Equipment Planning service line, optimizing staffing and delivery processes to meet client requirements efficiently. The ideal...Senior
- Relativity is seeking a high-autonomy Demand Generation leader to scale marketing for Gavel Workflows and Gavel Exec. You will own strategy, tech stack, channels, and reporting, driving trials and demos across a hybrid work setup. The role requires 7-10 years in B2B SaaS...Senior
- ...leading investment banking firm is seeking an experienced Managing Director to join their M&A advisory practice. This role allows a senior banker to leverage their client development and transaction leadership skills. The ideal candidate will possess a strong investment...Senior
- Certified Financial Group, Inc. is searching for an experienced Lead Advisor in New York. This role involves becoming the primary advisor... ...will have over 8 years of experience in financial planning and wealth management, with a focus on building trust and delivering...Senior
- Butterfly Effects is hiring a Board Certified Behavior Analyst (BCBA) who will play a critical role in impacting the lives of children with autism spectrum disorder. As a BCBA, you will supervise RBTs, conduct assessments, and lead family training sessions. This role offers...Senior
$165k - $200k
...a seasoned professional to manage high net worth client relationships, responsible for retention and growth. The ideal candidate will provide expert advice in Wealth Management, coordinating a team of Banking, Trust, and Investment professionals to meet client needs....Senior- GQR is seeking a Senior Workday Financials Consultant to lead end-to-end Workday Financials implementations for Higher Education and State & Local Government clients. You will design solutions, configure Workday, run workshops, and guide projects from discovery through...SeniorRemote jobFull timeLocal area
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...programs provides an opportunity for enhanced lead flow and growth for our Advisors. Responsibilities Build and manage a book...Senior
$175k - $250k
...planning firm that has achieved remarkable growth, surpassing $6 billion in assets... ...is dedicated to delivering optimal wealth management solutions. Their success is... ...in a seamless manner. About the Role: Senior Advisors are key leaders within the firm, responsible for...SeniorFull time- UKG is hiring a Senior Principal Software Engineer to lead the architecture and design of its Ready SMB platform, focusing on integrating AI and supporting substantial growth targets. This role emphasizes operational excellence, AI integration, and cross-functional collaboration...Senior
$139.7k - $232.9k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client's... ...WSs, etc.), and ultimately responsible for growth and retention of that client base. The Wealth...SeniorTemporary workWork experience placement$139.7k - $232.9k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current... ..., etc), and ultimately responsible for growth and retention of that client base. The Wealth...SeniorTemporary workWork experience placement$300k
Job Description As a Senior Wealth Advisor on the Mariner Ultra team, you will lead relationships with ultra-high-net-worth families, delivering... ...progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to...SeniorWork at office- Truist in the Town of Florida, NY seeks a dedicated client service professional. Responsibilities include managing client requests, meeting sales goals, and collaborating with team members to enhance client relationships. The ideal candidate will have a high school diploma...Senior
- A recognized engineering consultancy is seeking a Senior Geotechnical Project Manager to lead complex projects in Florida. The ideal candidate... ...across multiple Florida offices and opportunities for career growth while focusing on major infrastructure and energy resilience...Senior
- U.S. Bank’s Wealth Management Advisor role leads on investment planning and insurance products within a collaborative team. You will meet affluent... .... This role emphasizes a client-centric approach with dedicated support and growth opportunities. #J-18808-Ljbffr Us Bank
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