Job DescriptionOur Firm
At Santa Barbara Management (SBM), we are shaping the wealth of those who shape our world. Companies and investment firms built today are scaling faster than at any time in his...
Senior Trust Officer
Open
Job DescriptionSenior Trust Officer
Location: Waco, TX (Relocation Optional)
A well-established, community-focused bank is seeking an experienced Trust Officer to support the growth and development o...
Job DescriptionAbout Magnolia Wealth Strategies
Magnolia Wealth Strategies is a general agency of MassMutual, serving individuals, families, and small businesses across the Gulf South through 5 core o...
Join the TrustBank team where you can dive into the fast-paced world of trust and operations. We are seeking an enthusiastic and detail-oriented Trust and Operations Associate to collaborate with our ...
Head of Equities
Open
Job DescriptionHead of Equities, Exotics & Structured Products — Director
The Opportunity
We are seeking a Director-level leader to serve as Head of Equities, Exotics & Structured Products. ...
Job Description
Key ResponsibilitiesFinancial Planning & Analysis
Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles.
Develop customized rec...
Job DescriptionHello. While this posting is under IPM Advisory, we are searching for a proactive Financial Manager / Organizational Management for our Financial Wealth Advisory and in addition will be...
Job DescriptionThe Opportunity
Our client is building a rapidly growing national legal platform within a broader professional services organization serving an extensive existing client base of entrepr...
Job DescriptionAbout Corient
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global...
Job DescriptionA newly established single family office in Charleston is looking for a CFO to serve as the principal's financial partner across personal wealth, tax, and philanthropy.
The principal is...
Product Manager
Open
Job DescriptionDirector of Product Management
Location: Hybrid (New York Metro Preferred)
Overview
Our client, a leading provider of financial technology solutions, is seeking an experienced Director ...
Job DescriptionAbout the job
About the Company
Seattle Corporate Search is recruiting a Financial Advisor for a confidential, rapidly growing, fee-only Registered Investment Advisor (RIA) in Bellevue...
Quantitative Analyst
Open
Job DescriptionPrivate Markets Quant Analyst will design and maintain customized investment strategies across the firm’s global alternatives platform, including real estate, infrastructure, renewabl...
Job DescriptionSenior Associate Advisor | JFG Family Office | Arlington, VA
JFG Family Office is a privately owned RIA with more than 40 years of single-family office roots. We provide comprehensive ...
Job DescriptionEstablished financial services firm is seeking an experienced Senior Tax Manager to join its growing tax and wealth management team.
This role will partner closely with financial advis...
Senior Product Owner
Open
Job DescriptionAgility Partners is seeking a qualified Product Owner to join one of our clients' product teams. This is an opportunity for a strategic, relationship-focused professional who enjoys par...