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15 Hours AgoSaved
Remote
USA
87K-131K Annually
Senior level
87K-131K Annually
Senior level
Financial Services
The Senior Financial Analyst supports financial reporting, forecasting, budgeting, and M&A activities while partnering with various departments to achieve financial goals.
Top Skills: ExcelWorkdayWorkday Adaptive Planning
Reposted 15 Hours AgoSaved
Remote
USA
51K-71K Annually
Junior
51K-71K Annually
Junior
Financial Services
Prepare and review tax returns, assist in tax planning, research tax issues, maintain compliance, and support tax operations.
Top Skills: Cch AxcessExcelTax Software
Reposted 15 Hours AgoSaved
Remote
USA
164K-247K Annually
Senior level
164K-247K Annually
Senior level
Financial Services
The Client Pricing Director will lead pricing strategy, oversee pricing governance, conduct market analysis, and develop pricing innovation while collaborating across teams to optimize organizational pricing capability.
Top Skills: Microsoft Office SuitePricemetrixSalesforceWorkday
YesterdaySaved
Remote
USA
125K-135K Annually
Senior level
125K-135K Annually
Senior level
Financial Services
The Senior Client Advisor manages strategy-only client relationships, providing personalized investment recommendations, converting clients to full wealth management, and enhancing client experiences.
Top Skills: EmoneyMgpSalesforceWorkday
2 Days AgoSaved
Remote
USA
67K-98K Annually
Mid level
67K-98K Annually
Mid level
Financial Services
The Operations Specialist supports operational excellence, resolves client issues, manages departmental tasks, and assists with data analysis and reporting.
Top Skills: Microsoft Office SuiteSalesforceWorkday
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Reposted 4 Days AgoSaved
Remote
USA
67K-98K Annually
Mid level
67K-98K Annually
Mid level
Financial Services
The Advisor Marketing Specialist collaborates with advisor teams to create and execute marketing strategies aimed at driving growth, conducting campaign planning, and managing marketing initiatives across various channels including email, social media, and events.
Top Skills: CanvaExcelFmg SuiteMicrosoft WordOutlookPowerPointSalesforceWistiaWrike
4 Days AgoSaved
Remote
USA
51K-82K Annually
Junior
51K-82K Annually
Junior
Financial Services
The Equity Program Specialist manages equity transactions, documentation, and compliance while coordinating with internal teams and external vendors, providing support and communication to employees regarding equity plans.
Top Skills: DocusignMicrosoft Office Suite (ExcelPowerPointWord)Workday
8 Days AgoSaved
Remote
USA
132K-198K Annually
Senior level
132K-198K Annually
Senior level
Financial Services
The Sr. Portfolio Consultant focuses on driving success for advisors and clients, providing tailored investment guidance and support to enhance advisor practices and business growth. Responsibilities include managing relationships, creating investment proposals, and collaborating on strategic business initiatives.
Top Skills: MS Office
8 Days AgoSaved
Remote
USA
98K-175K Annually
Senior level
98K-175K Annually
Senior level
Financial Services
The Portfolio Consultant will support advisors with investment solutions, drive business growth, and collaborate on strategic initiatives to enhance client experience and company offerings.
Top Skills: Microsoft Office Suite
9 Days AgoSaved
Remote
USA
95K-153K Annually
Senior level
95K-153K Annually
Senior level
Financial Services
The Portfolio Analyst Manager leads a team to support advisors in investment management, ensuring client satisfaction and operational excellence.
Top Skills: ExcelMS Office
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