Sales Strategy Advisor - New York City Metropolitan Area

+The Director of Salesforce Transformation will lead the strategic modernization and ongoing evolution of the Salesforce platform across the Wealth Management organization. · +10+ years of experience in Salesforce, CRM, or enterprise platform leadership roles · Strong experience ...

The Vice President of Marketing and Client Communications is a strategic leader responsible for elevating the firm's brand, deepening client engagement, and driving growth through integrated marketing and communication strategies. · This role is pivotal in shaping how the firm co ...

A growing private wealth management firm is seeking a Vice President of Marketing & Client Communications to lead firmwide marketing, branding, and communications efforts. · ...

This is a full-time, on-site role for a Wealth Management Advisor based in the New York City Metropolitan & Connecticut Area. The Wealth Management Advisor will provide personalized financial and retirement planning. · ...

We are working with a growing RIA that is seeking a Director/Managing Director of Investment Operations for traditional and alternative investment platforms that cater to the UHNW community. · ...

Rose & Company is a leading independent capital markets advisory firm seeking a senior communications advisor for global mining and materials clients. · 5+ years in corporate communications or investor relations. · ...

We value diversity and inclusivity. · Nurture client relationships through networking events. · ...

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. · ...

As a financial advisor with Edward Jones, you'll develop and grow your own practice, · supported by branch associates, · a home-office team and other regional financial advisors. · ...

A well-established Investment management firm is seeking a Municipal Investment Specialist with 5-10 years of experience to support and help scale a rapidly expanding municipal bond platform. · This role offers a unique blend of product, investment, and client-facing exposure wit ...

We are looking for a Human Resources Business Partner to join our team in Manhattan. This role is ideal for someone who thrives as a trusted advisor and brings a strong point of view on talent, performance, and organizational effectiveness. · Partner closely with business leaders ...

Company Description · Emerytus Advisors, LLC, partners with public, private, and sponsor-backed companies to build robust financial infrastructure, enabling them to grow, scale, and handle complex challenges confidently. Founded by former Big 4 partners and FASB leaders, the firm ...

We're seeking a Director, · Marketing Analytics & Strategy to support a nonprofit organization dedicated to advancing children's rights globally.This is a hybrid position with permanent work located in NYC. · ...

We are working with a private, growth-stage financial services company to hire a Director of Sales to lead its B2B revenue function. · ...

We are seeking an experienced Senior Financial Advisor to lead client relationships, deliver holistic financial planning and investment advice. · ...

We're seeking a Director, · Marketing Analytics & Strategy · to support a nonprofit organization dedicated to advancing children's rights globally.This is a one day a month in the office permanent position located in NYC. · ...

We are seeking an experienced Managing Director to join our Investor Relations / Financial Communications team. This high-impact role involves owning the narrative of complex corporate events, leading strategy development, and executing communications programs. ...

This is a remote role for a Member of the Board of Advisors at Samim Capital. · The advisor will leverage their expertise to provide strategic guidance on firm positioning, · capital markets strategy and business development priorities. · Closing collaboration with the founder an ...

The Partner, Client Accounting Services (CAS) is a senior leadership and growth role responsible for expanding the CAS practice... · ...

+An opportunity for a high-potential early-career professional to step into a revenue-driving role at a top-tier Investment Management firm. · ...