Risk & Governance Senior Lead - RIA Solutions - Charlotte, NC

We are seeking a Risk & Governance Senior Lead to join the RIA Solutions' Risk, Governance & Administration team within Wealth and Investment Management. · The ideal candidate will be a problem solver with strong brokerage knowledge, · risk management experience, · and expertise ...

We are seeking a transformative and customer-centric leader to serve as Vice President. · This is a unique opportunity to shape the future of RIA service delivery, · drive innovation, · elevate client impact. ...

+We are seeking a transformative and customer-centric leader to serve as Vice President RIA Service. · + · +Develop and execute a comprehensive RIA Customer Experience strategy aligned with enterprise goals. · Break down silos and foster healthy debate to drive innovation and col ...

+ Develop and execute a comprehensive RIA Customer Experience strategy aligned with enterprise goals. · + Build and lead a high-performing, multi-generational team of client service specialists. · + Champion a customer-centric mindset and deliver high promoter scores. ...

We support high-performing financial advisors by doing the work that allows them to grow. · We're hiring a Client Operations Specialist to serve as the frontline partner for our advisor clients. This full-time role is for someone who thrives in a fast-paced, high-expectation envi ...

The Director of Investment Program Management leads a team responsible for providing life-cycle product management and driving AUM and revenue growth by expanding the reach and scalability of Adhesion model marketplace. · Requires 10+ years of experience in financial services. · ...

We are seeking highly motivated and results-oriented advisors to join our growing team. · ...

A milti-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. · Serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing to the firm's conti ...

+Mercer Advisors offers a distinct work environment that stands out in the financial industry. · +Partnering with Financial Consultants and Branch Managers to build strong relationships · Fostering positive channel partner relationships as ambassador of Mercer Advisors · ...

The Job/What You'll Do: · 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.Promote the acquisition of new advisor relationships thro ...

The Job/What You'll Do: · 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. · ...

We're hiring a Client Operations Specialist to serve as the frontline partner for our advisor clients. This full-time role is for someone who thrives in a fast-paced environment and takes full ownership of outcomes. · Own new business processing from start to finish with speed an ...

The Technical Delivery Manager provides technical delivery direction and oversight for IT application development initiatives to design develop deploy and sustain solutions that meet applicable business requirements while maintaining design integrity and adhering to best practice ...

Wells Fargo is seeking a Business Execution Consultant to lead cross-functional teams in strategizing, planning, and executing programs. · ...

The Regional Vice President is responsible for growing our RIA referral platform and developing relationships with channel partners to drive sales momentum for one of our financial planning teams. · Mercer Advisors has ranked #1 for RIA firms with up to $70 billion in assets. · ...

The Regional Vice President is responsible for growing our RIA referral platform. · ...

The Internal Relationship Manager will partner with Relationship Managers to grow relationships through deeper client integration, · swift client onboarding, · and client retention.This role requires building strong working relationships · with assigned clients, · demonstrating ...

+ Develop expertise in Adhesions various value-add services including tax management tax transition Manager curation of Adhesions Direct Index and Personal Index portfolios OCIO+ programs through active consulting with the advisory firm + Retain firms by identifying possible thre ...

+Job summary · The Electrical Engineer-OFA will be responsible for producing quality electrical designs. · +Processing Requests for Engineering Quotations (RFEQs) · Direct technical support for sales, service, distributors and partners as required · ...

The Global Client Group (GCG) is Dimensional's distribution arm, · The client associate will assist in the development and construction of complex portfolio analysis for current Advisor clients and prospects. · Some travel may be expected. · ...