Windward Recruiting Jobs in United States

Client Service Associate · A key role in our client success story, the Client Service Associate collaborates closely with Sr. Advisors to deliver exceptional service. · Duties and Responsibilities: · Communicate effectively with clients via phone, email, and in-person meetings. · ...

Regional Wealth Director · National Role Covering Single Region | Regional Coverages Available: Southeast, Southwest, Northeast, Midwest · We have an opportunity for a seasoned, relationship-driven wealth professional to join a nationally expanding advisory platform in a senior r ...

We are seeking an Associate Vice President - Regional to support business development initiatives and strategic referral partnerships. This role focuses on cultivating relationships with strategic partners, supporting Regional Vice Presidents, and introducing high-net-worth prosp ...

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. · RESPONSIBILITIES · Organize and prepare materials for regular client meetings · Attend and participate in client meetings, prepare ...

Now seeking an experienced and client-focused Wealth Manager to serve high-net-worth families within a planning-driven RIA where advisors spend their time solving financial problems rather than selling products. · In this role, you will act as a trusted advisor and primary resour ...

We have an opportunity for a relationship-driven, thoughtful Wealth Advisor to join a boutique independent RIA with a deliberately managed, · high-trust client base.Serve as a primary or secondary advisor to clients, delivering comprehensive financial advice across planning, inve ...

Managing Director – Private Wealth · We have an opportunity for an experienced, strategic, and client-focused Managing Director of Private Wealth to join a collaborative wealth management organization based in the Greater Milwaukee area. · This is a senior leadership role designe ...

Regional Wealth Director · National Role Covering Single Region | Regional Coverages Available: Southeast, Southwest, Northeast, Midwest · We have an opportunity for a seasoned, relationship-driven wealth professional to join a nationally expanding advisory platform in a senior r ...

A financial services firm in Chicago is seeking a detail-oriented Client Service Associate to deliver comprehensive wealth management services to ultra-high-net-worth families. This role requires a bachelor's degree, a minimum of 3 years experience in financial services, and stro ...

Well-established manufacturer located in the Wisconsin Dells, Wisconsin area is looking for an Assistant Controller to join their team. · 3+ years of manufacturing accounting experience · Cost Accounting experience · ERP/MRP experience · Purchasing experience a plus · Accounting ...

Wealth Relationship Manager · At Windward Recruiting, we're seeking a skilled and driven Wealth Relationship Manager to join our team. In this high-visibility role, you'll play a crucial part in guiding high-net-worth prospects through structured discovery conversations and helpi ...

A collaborative wealth management organization is seeking a Managing Director of Private Wealth in the Greater Milwaukee area. This senior leadership role will focus on mentoring teams, defining strategies, and elevating client experiences for UHNW clients. Ideal candidates will ...

We have an opportunity for an experienced, strategic and client-focused Managing Director of Private Wealth to join a collaborative wealth management organization based in the Greater Milwaukee area. · This is a senior leadership role designed for a professional who thrives on de ...

A leading financial advisory firm is seeking a Regional Wealth Director to enhance external referral partnerships across multiple regions. This role requires 5+ years of experience in wealth management and professional designations such as CFP or CFA. Responsibilities include man ...

We are seeking an · Associate Vice President - Regional · to support business development initiatives and strategic referral partnerships. This role focuses on cultivating relationships with strategic partners, supporting Regional Vice Presidents, and introducing high-net-worth p ...

Wealth Management and Finance industries. · Sales skills, · make a real impact, · long-term career advancement.Proactively generate new leads and prospects through outbound calls, emails, and strategic networking · Build and nurture strong relationships with potential clients · P ...

A national advisory platform is seeking a Regional Wealth Director covering multiple regions. The ideal candidate has extensive experience in wealth management and excels in building trust-based partnerships with high-net-worth individuals. Responsibilities include managing refer ...

Are you energized by building relationships, opening doors, and helping businesses grow?Do you thrive in a fast-paced, entrepreneurial environment where your efforts truly matter? · ...