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16 Hours AgoSaved
Easy Apply
Remote
USA
Easy Apply
117K-137K Annually
Senior level
117K-137K Annually
Senior level
Financial Services
The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.
Top Skills: SureprepUltratax
Reposted 16 Hours AgoSaved
Easy Apply
Remote
USA
Easy Apply
72K-85K Annually
Mid level
72K-85K Annually
Mid level
Financial Services
The Client Development Associate guides new clients through the onboarding process, ensuring a seamless transition to official client status while managing documentation and account setup.
Top Skills: EstateFinancial PlanningInsuranceInvestment ManagementTax
Reposted 2 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
170K-200K Annually
Senior level
170K-200K Annually
Senior level
Financial Services
The Director of Client Development leads high-value client development efforts, orchestrating agile teams to provide tailored experiences for high-net-worth prospects, ensuring effective communication and management of deliverables.
Top Skills: BoxCalendlyExcelMS OfficeMicrosoft TeamsPowerPointSalesforce
Reposted 2 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
170K-200K Annually
Senior level
170K-200K Annually
Senior level
Financial Services
The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.
Top Skills: EmoneyMicrosoft Office SuiteMicrosoft TeamsPower BISalesforceZoom
4 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
72K-85K Annually
Mid level
72K-85K Annually
Mid level
Financial Services
The Private Market Operations Specialist ensures data integrity and operational continuity across Private Investment Services systems, focusing on reporting accuracy and managing data feeds, particularly between Arch and Orion.
Top Skills: ArchExcelOrion
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6 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
140K-160K Annually
Senior level
140K-160K Annually
Senior level
Financial Services
Lead revenue operations strategy and programs, partner with Sales, Marketing, Finance and Product to improve GTM processes, build dashboards and forecasts, optimize Salesforce and GTM tech, and drive analytics and operational playbooks to increase revenue predictability and scale.
Top Skills: Salesforce,Power Bi,Tableau,Domo,Saas
Reposted 6 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
65K-75K Annually
Entry level
65K-75K Annually
Entry level
Financial Services
The Specialist will manage and optimize website content, oversee site maintenance, collaborate with teams for updates, and ensure alignment with brand standards.
Top Skills: CmsCSSHTMLSeoWordpress
7 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
70K-80K Annually
Mid level
70K-80K Annually
Mid level
Financial Services
Provide system administration and operational support as primary escalation for the service desk. Manage and monitor Microsoft 365, Entra ID, Azure and AWS infrastructure, SSO and SaaS integrations, email security, zero-trust access, office networking (firewalls, routers, switches, wireless), and endpoint management across Windows, macOS, iOS, and Android. Assist with migrations, automation, documentation, and security/compliance initiatives under established standards.
Top Skills: Azure,Entra Id,Microsoft 365,Exchange Online,Exchange,Intune,Teams,Sharepoint,Onedrive,Office,Aw S,Aws Iam,Route 53,Cloudflare,Proofpoint,Zoom,Box Drive,Ninjaone,Nerdio,Meraki,Mist,Zero Trust,Sso,Saas,Firewalls,Routers,Switches,Wireless,Endpoint Management,Windows,Macos,Ios,Android
8 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
183K-215K Annually
Expert/Leader
183K-215K Annually
Expert/Leader
Financial Services
Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.
Top Skills: Aspen
11 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
94K-110K Annually
Mid level
94K-110K Annually
Mid level
Financial Services
Lead curriculum design and delivery for wealth management advisors and client service staff. Create and maintain training materials, run onboarding and M&A integration training (remote and in-person), track attendance and adoption metrics, identify process improvements, partner with IT and stakeholders, and support testing and rollout of platform and workflow enhancements to drive efficiency and product adoption.
Top Skills: MercernetWebinars
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