Provide concierge-level service, communicating investment strategies and proactively updating wealth advisor teams on portfolio implementations.
Manage complex portfolio transitions and implementations for high net worth clients, ensuring strategic alignment and exceptional client experience.
Collaborate with cross-functional teams to optimize processes, audit outcomes, and support organic growth through investment deliverables for prospective clients.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. With over 40 years of experience, they serve 42,800+ families across 110+ cities and are ranked #1 RIA firm by Barron's for two consecutive years, with a diverse and flexible workforce.
Develop and execute Spire's strategic growth plan and annual operating budget, partnering with executive leadership to drive business expansion.
Create and implement business development strategies to build relationships with RIAs, financial advisors, and industry partners, expanding market awareness.
Recruit, mentor, and lead financial planning professionals, fostering a culture of collaboration, innovation, and accountability while ensuring exceptional client outcomes.
Spire Outsourcing helps financial professionals save time and deliver high-quality financial plans to their clients. It is part of Cambridge, a financial solutions firm supporting thousands of independent advisors, offering a collaborative and supportive culture.
This role drives the success of financial planning by maintaining unified processes and training teams.
Leads a team of planners, overseeing day-to-day activities, training, and development.
Creates visibility for the firm through thought leadership and collateral on financial planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.
Lead complex client relationships and develop wealth strategies for high-net-worth clients.
Apply advanced fiduciary judgment and coordinate with legal, tax, and investment specialists.
Mentor junior advisors and contribute to business development through community relationships.
Croghan Colonial Bank is a community bank focused on helping community members achieve financial goals. Founded in 1888, it serves multiple counties in Ohio and has a collaborative, supportive culture dedicated to financial well-being.
Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts.
Nurture long-standing client relationships, onboard new accounts, and coordinate account opening processes.
Direct Trust Administrators in processing trades, transfers, and reconciliations while ensuring compliance and audit readiness.
Newport helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. The company fosters a collaborative, idea-sharing environment with professional development and generous reward programs.
Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
Conduct virtual consultations to assess clients' financial needs and present suitable solutions.
Build lasting client relationships through consistent periodic check-ins and follow-ups.
Complete administrative tasks like note taking and appointment setting as needed.
Global Elite Empire Consultants is a third-party recruiting firm that connects people with remote roles focused on protecting families' financial well-being. The company emphasizes flexibility, mentorship, complete training, and advancement based on performance.
Serve as the primary relationship owner for 60-75 clients, providing strategic financial and tax-aware guidance.
Translate financial data into actionable insights to drive business performance and client success.
Manage a high-touch client experience with proactive communication and cross-team coordination.
Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services to fast-growing industries. With 40 US office locations, international offices, and over 3,200 team members, Aprio fosters a top-rated culture focused on growth and collaboration.
Drives sales and relationship management for estate and trust solutions, building networks with referral sources.
Develops and maintains COI relationships, presents information sessions, and attends industry events for business growth.
Ensures client satisfaction by coordinating trust administration and adhering to service standards and legislation.
EQ Bank is a challenger bank serving nearly 4 million Canadians with a variety of financial services including banking, lending, trust, and credit union solutions. The company employs around 4,000 people and fosters a culture of innovation and inclusion.
Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
Technically review tax returns and collaborate with partners, clients, and senior accountants.
Research and resolve complex tax issues to foster client relationships.
This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation with an excellent array of benefits and long-term career progression.
Conduct virtual consultations with clients to understand their needs and provide financial solutions.
Build lasting client relationships through consistent, periodic check-ins and follow-ups.
Complete related administrative tasks while working from a qualified lead program with no cold calling.
Global Elite Empire Consultants is a third-party recruiter that connects passionate individuals with remote roles in financial services. It promotes a flexible, work-from-home culture with complete training, mentorship, and advancement based on performance.
Proactively identify and develop new business opportunities through outreach to regional custodial and financial services partners.
Serve as a rapid-response team member managing incoming custodial referrals, coordinating pre-introduction communications, and supporting the sales process from initial contact through onboarding.
Partner with regional sales leadership to monitor the new-business pipeline and coordinate with support teams to ensure effective communication across functions.
The company is a financial services firm that partners with custodial and financial services organizations. The company operates remotely and values collaboration, relationship building, and high-quality client experience.
Orchestrate the transition to holistic financial wellness programs by working closely with clients to understand their unique needs and goals.
Develop and implement tailored financial wellness strategies aligned with client objectives and culture.
Foster strong client relationships, ensure program success, and drive participant engagement through education and advocacy.
CAPTRUST is a wealth management and retirement planning firm that provides financial wellness and advisory services to clients. The company fosters a collaborative culture and offers opportunities for professional growth, with a focus on high standards and employee engagement.
Support every company through the life of their raise, running weekly calls and preparing founders for investor meetings.
Manage a book of client companies, from onboarding through close, maintaining momentum and relationships.
Utilize your own investor relationships to connect the right companies with the right allocators at the right time.
Paires is a two-sided platform that helps founders raise capital by connecting them with a global network of investors. It is a small startup where the Portfolio Partner reports directly to the two co-founders and holds the most client-facing seat in the company.
Part of the operations team responsible for client relationship management across multiple offices.
Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.
Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.
Engage clients through marketing campaigns and outreach, using a persuasive communication style to reinforce company values and increase retention.
Actively explore client needs and initiate financial goal-based conversations to present appropriate solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies with high emotional intelligence.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to help people achieve their financial goals. With over 1.27 million clients and $324 billion in assets across 140+ offices nationwide, the company fosters a collaborative culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Build and manage a growing portfolio of allocator relationships with family offices and high-net-worth individuals.
Support live fundraising mandates by qualifying investors and preparing concise briefing notes.
Use AI-powered tools to streamline research and pipeline management, focusing on relationship building.
The company partners with hiring firms to manage applications and next steps. They are an AI-powered matching service that helps candidates find roles efficiently.
Develop and manage strategic partnerships with national and regional RIA, Broker-Dealer, recordkeeper, and asset management firms to drive sales growth.
Build and expand relationships with key decision-makers, executing account plans to increase distribution and revenue across assigned accounts.
Monitor industry trends and regulatory developments, providing actionable insights and collaborating cross-functionally with Sales, Marketing, Product, and Operations.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company operates a coast-to-coast network of 19 leading firms.
Serve as a senior strategic partner and trusted advisor to multiple clients, strengthening executive relationships and ensuring long-term relationship health.
Lead the overall strategy and operational management of a significant client portfolio, balancing client satisfaction, delivery quality, growth, and financial performance.
Drive account growth by expanding executive relationships, identifying new opportunities, and developing long-term partnerships.
They are a digital agency or consultancy that delivers innovative digital products and experiences. They foster an inclusive, collaborative culture with multidisciplinary teams focused on high-quality client work.