- Cultivate trust-based partnerships with high-net-worth prospects through thoughtful discovery and personalized guidance.
- Serve as the point of contact between referral partners, prospective clients, and internal teams ensuring a consistent experience from initial conversations to successful onboarding.
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Director of Institutional Wealth
1 month ago
Only for registered members Clearwater, FLLeads strategy sales and administration for Bank's institutional wealth business encompassing employer sponsored retirement plans business IRAs and institutional investment management cash solutions Bridges gap between Treasury Management Trust & Wealth divisions to ensure cohesi ...
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Chapter Director
4 days ago
Only for registered members TampaJob summary · This isn't a job. It's an entrepreneurial opportunity where your income directly reflects your impact. · ...
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Chapter Director
3 days ago
Only for registered members Tampa Remote jobWe're seeking four entrepreneurial Chapter Directors per location who don't just want a role; they want to build recurring wealth through our ecosystem. · ,Leverage CEO Life's proven LinkedIn automation and outreach systems · ,Closing new members monthly (top performers average 7 ...
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Fractional Chief Financial Officer
1 week ago
Only for registered members TampaThis is a part-time* fractional role for a Chief Financial Officer located in Tampa, FL. The CFO will oversee financial planning, manage financial reporting and budgeting processes, and ensure compliance with financial regulations. The CFO will also collaborate with stakeholders ...
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Director of Operations
2 days ago
Only for registered members Tampa, FL· Our client is looking for a Director of Operations. · This is a pivotal leadership role for an operations professional ready to lead the functional infrastructure within a growing financial firm. · ...
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Sage Consulting Director
1 week ago
Only for registered members TampaCLA is currently seeking a Business Software Director - Sage Intacct to join our growing CLA Digital Team.This role is a leader in developing and managing staff, business plans, and fiscal budgets. · Develops and administers the business software consulting practice within the re ...
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Director of Succession
1 month ago
Only for registered members Tampa, FLThe Director of Succession & Acquisitions will serve as a strategic consultant and project manager supporting advisory firm growth, · succesion and transaction strategies within the wealth management ecosystem. ...
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Director, Advisor
5 days ago
Only for registered members Tampa $90,000 - $110,000 (USD)The Director Advisor & Platform Marketing is responsible for the day-to-day execution and operational management of Concurrent's advisor marketing programs and platform marketing initiatives. · This role partners closely with Investments Planning Operations Retirement Services Te ...
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Consulting Director
1 month ago
Only for registered members TampaThe firm is seeking a Business Software Director to join its growing CLA Digital Team. This role involves leading and managing staff, business plans and fiscal budgets. · ...
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Fractional Chief Financial Officer
1 week ago
Only for registered members Tampa, FLThis is a part-time* fractional role for a Chief Financial Officer located in Tampa, FL. The CFO will oversee financial planning, manage financial reporting and budgeting processes, and ensure compliance with financial regulations. · Experience as a CFO, Finance Director, or seni ...
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Senior Associate
1 month ago
Only for registered members Tampa $89,000 - $173,000 (USD)CLA is a top 10 national professional services firm where our purpose is to create opportunities every day for our clients and communities through industry-focused wealth advisory digital audit tax consulting and outsourcing services.We are seeking a Senior Associate in National ...
- Only for registered members Tampa
The Managing Director of Assurance Program Management is responsible for overseeing the strategic direction and execution of assurance programs within the firm. · This role ensures the alignment of assurance initiatives with the firm's objectives, driving efficiency and effective ...
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Accounting Consultant-Engagement Director
2 weeks ago
Only for registered members Tampa, FL+We promise to know you and help you. · +We are looking to hire Accounting Consultants (Engagement Directors) for our Client Accounting and Advisory Services (CAAS). · ...
- Only for registered members Tampa Full time $250,000 - $500,000 (USD)
This Managing Director role leads the Global Head of Fraud Prevention team in overseeing fraud prevention capabilities for Institutional, Wealth and Consumer bank customers. · ...
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Portfolio Monitoring Analyst/Associate
1 month ago
Only for registered members TampaConduct monthly financial statement reviews for an assigned portfolio of companies identifying trends variances and early indicators of performance changes. · Perform covenant compliance calculations and maintain covenant tracking schedules across all assigned portfolio companies ...
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Director, Partner
1 week ago
Only for registered members Tampa $170,000 - $200,000 (USD)DNSFilter is a partner-first company looking for a senior Director of Partner & Alliance Marketing to help scale our global partner ecosystem and drive meaningful pipeline and revenue. · We foster a collaborative culture where every team member contributes to making the internet ...
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Emergency Medicine Ultrasound Director
2 hours ago
Only for registered members TampaThe EM Ultrasound Director is responsible for providing overall management and education for the use of ultrasound in the ED in collaboration with radiology and hospital administration. · ...
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FTWA Relationship Manager
1 month ago
Only for registered members TampaWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · The Fifth Third Wealth Advisor Manager acts as the primary contact for a designated group of clients and prospects which may involve working wi ...
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Director, Demand Generation
1 week ago
Only for registered members Tampa $170,000 - $200,000 (USD)DNSFilter is a rapidly growing company dedicated to making the internet safer for businesses and organizations worldwide. We're looking for a hands-on Director of Demand Generation to own a marketing-sourced pipeline and help fuel our next stage of growth. · ...
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Addepar Reporting Specialist
2 days ago
Only for registered members Tampa, FL· This is a newly created critical role designed to internalize the firm's reporting expertise and eliminate reliance on manual tracking and outsourced partners. · The Reporting Specialist will own the day-to-day data management and report generation for complex family balance s ...
- Only for registered members Tampa
· The Director, International Business Liquidity Portfolio in Global Transaction Banking (GTB) is responsible to ensure the business deposit strategies plans and initiatives across the IB markets contribute to the sustainable and profitable growth of the IB deposit portfolio and ...
Regional Wealth Director - Tampa - Windward Recruiting
Description
Job Description
This role requires a seasoned wealth professional to join our expanding advisory platform in a senior regional leadership position.
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Director of Institutional Wealth
Only for registered members Clearwater, FL
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Chapter Director
Only for registered members Tampa
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Chapter Director
Only for registered members Tampa
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Fractional Chief Financial Officer
Only for registered members Tampa
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Director of Operations
Only for registered members Tampa, FL
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Sage Consulting Director
Only for registered members Tampa
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Director of Succession
Only for registered members Tampa, FL
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Director, Advisor
Only for registered members Tampa
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Consulting Director
Only for registered members Tampa
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Fractional Chief Financial Officer
Only for registered members Tampa, FL
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Senior Associate
Only for registered members Tampa
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Managing Director of Assurance Program Management
Only for registered members Tampa
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Accounting Consultant-Engagement Director
Only for registered members Tampa, FL
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Head of Fraud Prevention MD/C16 – Tampa, Jacksonville, Charlotte
Full time Only for registered members Tampa
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Portfolio Monitoring Analyst/Associate
Only for registered members Tampa
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Director, Partner
Only for registered members Tampa
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Emergency Medicine Ultrasound Director
Only for registered members Tampa
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FTWA Relationship Manager
Only for registered members Tampa
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Director, Demand Generation
Only for registered members Tampa
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Addepar Reporting Specialist
Only for registered members Tampa, FL
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Director, International Business Liquidity Portfolio
Only for registered members Tampa