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$179k - $324k
...service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist position offers...SuggestedFull timeLocal areaRemote work- Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team. This role is designed for a seasoned advisor...SuggestedNassau County, FL4 days ago
- divh2Senior Wealth Advisor/h2pOur client, a leader thats pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, youll actively manage high...Suggested
$107k - $154k
...growing and retaining assets. Additionally, the Competitive Analyst supports the Defined Contribution (DC), Registered Investment Advisor (RIA), and product leadership to provide actionable insights on competitor strategies, market dynamics, investment trends and investor...SuggestedLocal areaRemote workFlexible hours$175k - $200k
...Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast) Join to apply for the Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast) role at ProShares Senior Investment Consultant - Institutional, RIA, and Family...SuggestedFull timeWork experience placementWork at officeProShares
San Francisco, CA1 day ago$200k - $225k
...A leading asset management firm is seeking a candidate for the RIA Strategic Accounts Team to manage client relationships and support fundraising. The role requires a strong understanding of investment strategies and involves cultivating connections with wealth platforms...SuggestedFull timeRemote workBlue Owl Capital
Boston, MA1 day ago- ...Founding CEO to lead the launch of a new AI Compliance venture serving SEC- and FINRA-regulated firms. Today, compliance teams at RIAs and brokerdealers spend countless hours manually reviewing marketing materials, employee communications, and trade recordsdriving up...SuggestedOdd jobFull time
FutureSight
Boston, MA1 day ago $150k - $190k
...Business Development, RIA Channel Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas. The opportunity is huge. The global alternative investments industry is forecast to grow to $29.2T by...SuggestedFull timeLive inRelocationWork visa- ...no book of business required. Benefits : Flexible work scheduling Full benefits package uncapped upside potential Work with one of the largest RIAs in central Oregon (by AUM) For a confidential conversation and details, reach out to Quinn at ****@*****.***...SuggestedFlexible hours
PrideStaff
Bend, OR4 days ago - A nationally recognized wealth management firm ($40B AUM) is looking for an experienced Senior Wealth Manager to join its expanding Private Wealth practice. This is a high-impact role for a seasoned advisor who specializes in serving family office clients and high-net...SuggestedPrivate practiceWork at officeBoulder County, CO7 days ago
- A modern financial technology company is seeking a Chief Compliance Officer to lead its Securities Compliance team. This role involves overseeing compliance programs, managing regulatory obligations, and ensuring that Mercury's role in the financial system remains trusted...SuggestedFull time
Mercury
San Francisco, CA1 day ago $120k - $130k
...RIA Business Development Consultant As an RIA Business Development Consultant at AssetMark, you will join an elite group of top performers by successfully creating and managing business partnering relationships with new RIA advisors to the AssetMark and Adhesion Managed...SuggestedWork at officeFlexible hours- ...members to identify specific securities consistent with investment objectives Support portfolio managers in delivering top service to RIA clients Conduct periodic portfolio reviews, including credit assessments to determine continued suitability of investment...SuggestedWork at office
$70k - $100k
...GENERAL FUNCTION / SUMMARY RIA Operations Manager plays a critical leadership role in directing the firm's regulatory compliance, advisor registration, training programs, reporting processes, and overall operational support. This position ensures strict adherence to...SuggestedH1bVisa sponsorshipTransglobal Services
Diamond Bar, CA3 days ago- Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background. The firm are a global investor and developer of commercial real estate, with their headquarters...Suggested
Macdonald & Company
Phoenix, AZ3 days ago - ...Senior Compliance Advisor RIA Lincoln Investment recognized as one of Philadelphia's top workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln...Local areaHome office
- A leading marketing firm in Chicago is seeking an Associate Director for their National Audio Investment Team. This position will focus on developing team talent, managing client relationships, and ensuring successful media campaigns across various channels. The ideal ...Full time
Publicis Media
Chicago, IL1 day ago $140k - $156k
Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government...Full timeFlexible hoursEnterprise Community Partners
Washington DC1 day ago$225k
A leading law firm in Chicago is seeking a midlevel associate for its Chambers USA Band 1-ranked Investment Funds: Investor Representation team. Candidates should have three to five years of experience in representing institutional investors in private fund investments...Full timeMorgan, Lewis & Bockius LLP
Chicago, IL1 day ago$225k
A prestigious law firm is seeking a midlevel associate for its Investment Funds: Investor Representation team. Candidates should have three to five years of experience representing institutional investors in private funds, including private equity and real estate. Strong...Full timeWork at officeMorgan, Lewis & Bockius LLP
Washington DC1 day ago$125k - $207.5k
...RIA Regional Consultant We are currently hiring for a distribution role at State Street Investment Management within the Client Coverage Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with financial...Currently hiringLocal area- A growing investment advisory firm based in Tysons, VA, is seeking a Director of Corporate Development to lead acquisition strategies and execution. The ideal candidate will have over 7 years of experience in M&A, strong financial modeling skills, and the ability to influence...Full timeWork at office
Main Line Search
Washington DC1 day ago $125k - $150k
A philanthropic organization in Chicago is looking for a Director of Investments & Strategy to lead their investment strategy and manage the full investment lifecycle. The ideal candidate will have exceptional judgment in complex ecosystems and strong analytical skills...Full timeChicago Beyond
Chicago, IL1 day ago$75k - $85k
...Job description: Client Service Associate (RIA) Towson, MD Salary: $75,000 to $85,000 DOE plus bonus Responsibilities of the Client Service Associate Client Onboarding and Account Opening Manage the full client onboarding process, including distribution...Work at officeNPAworldwide
Towson, MD4 days ago- When you join Verizon You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what ...Full timeTemporary workPart timeWork experience placementWork at officeWork from homeShift work3 days per week
Verizon
Tulsa, OK3 days ago $140k - $156k
A national nonprofit organization is seeking a Director for its Investor Relations team in Boston. The role involves managing investor relationships, executing transactions, and coordinating with internal teams. A Bachelor's degree and 5+ years of experience in LIHTC are...Full timeFHLB Des Moines
Boston, MA1 day ago$80k - $100k
Transactional Liability/M&A Insurance Analyst Company Summary Mosaic is a global specialty insurance platform with an innovative structure allowing deployment of different forms of capital aligned for the benefit of clients and partners. We underwrite for 30 other...Mosaic Insurance
New York, NY2 days ago$150k - $175k
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Credit Analyst, Director - Technology, Media, Telecommunications - Chicago Requisition ID: 48678 Business Unit: Fitch Ratings Category: Credit Analysis & Research Location...Full timeWork at officeLocal areaImmediate startShift workFitch Group, Inc., Fitch Ratings, Inc., Fitch Solutions Grou...
Chicago, IL1 day ago- Investment Advisor Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Registered Investment Advisors channel through predominantly electronic and telephone communication (75%) as well as some ...Work experience placement
- ...Specialist The Client Engagement Specialist supports the development, execution, and reporting of communication strategies for the RIA & Custody Services division (RCS). Serving as a key liaison across cross-functional teams, the role ensures advisors receive clear,...Work experience placement
Raymond James Financial Services
Saint Petersburg, FL2 days ago
