Lead and grow the UHNW-focused estate planning practice, setting technical standards and quality bar.
Design and implement advanced estate plans for complex multi-generational families with balance sheets exceeding $100M.
Partner with senior advisors, tax strategists, and outside advisors to ensure integrated 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+ U.S. cities, ranked #1 RIA by Barron's, and have a diverse workforce with over half women employees.
Lead and expand the estate planning practice for ultra-high-net-worth families, establishing technical standards and mentoring a high-performing team.
Serve as the senior technical authority for complex estate planning matters, designing advanced wealth transfer strategies for multi-generational wealth.
Collaborate with wealth advisors, tax professionals, and external advisors to integrate estate planning into comprehensive financial plans.
This partner company is a premier wealth management firm serving ultra-high-net-worth families. They focus on sophisticated estate planning and multi-generational wealth strategies, operating in a collaborative and fiduciary-focused environment.
Serves as the primary client relationship owner throughout the deal lifecycle, building trust and coordinating pre-closing solicitation, payment, and escrow transactions.
Negotiates payment and escrow agreements, directs and mentors Relationship Associates, and ensures accurate collection of KYC forms.
Manages multiple time-sensitive workstreams under real deadline pressure, requiring sound judgment, discretion, and strong communication skills.
SRS Acquiom provides a platform and services to manage complex M&A and loan agency transactions efficiently. The company has supported over 11,500 transactions globally since 2007, with offices in Denver, London, and Amsterdam, and fosters an entrepreneurial, growth-oriented culture.
Lead client relationships as senior strategic advisor for ultra-high net worth families, providing comprehensive estate planning expertise.
Design and implement advanced estate plans including complex trusts, multi-generational planning, and business succession strategies.
Manage a team of estate strategists and partner with interdisciplinary experts to deliver exceptional client outcomes.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. They serve over 42,800 families across 110+ cities, and are ranked #1 RIA firm by Barron's, with a culture that values diversity and flexibility.
Dedicated point of contact for Prestige/Executive Banking clients via virtual relationship-based offering.
Proactively provide banking solutions meeting client needs according to specified value propositions.
Drive profitability and build relationships through sales and client management.
Standard Bank Group is a leading Africa-focused financial services group, offering a variety of career-enhancing opportunities alongside talented professionals. They have a global presence and a culture centered on creating growth in Africa.
Own the end-to-end sales process within an assigned territory, expanding existing customer relationships in the financial services sector.
Develop and execute account strategies targeting hedge funds, asset managers, investment banks, and other institutional financial organizations.
Manage the complete sales cycle including opportunity identification, product demonstrations, trials, negotiation, and closing.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. As a partner company, they manage applications and next steps for this role, operating in a high-growth, entrepreneurial environment with significant autonomy and uncapped earning potential.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Manage client pipeline and collaborate with Customer Success to ensure exceptional client experiences.
Lead go-to-market strategies and cross-sell initiatives to accelerate growth in the Financial Services vertical.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide. We have a team of 25,200 people across 32 countries and are committed to inclusion and innovation.
Support Wealth Management and Trust Operations as a senior resource and subject matter expert for IRA management, tax processing, audit coordination, and complex transactions.
Serve as authorized signatory for trust disbursements, coordinate tax reporting, and review complex operational transactions.
Provide technical guidance, lead initiatives, and recommend process improvements to strengthen accuracy, efficiency, and compliance.
First American Bank is a community bank with international expertise, offering traditional values and a forward-looking philosophy. With over 60 locations and assets of $8+ billion, it is the largest privately held bank in Illinois, providing employees with visibility, career growth, and stability.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Lead and develop a sales team responsible for selling enterprise identity security solutions to the Canadian public sector and key vertical markets.
Define and execute regional business strategies, manage pipeline and forecasting, and build strong customer and partner relationships.
Collaborate cross-functionally with marketing, partner teams, and regional leadership to drive predictable, high-quality revenue growth.
The company provides enterprise identity security solutions in a rapidly evolving SaaS and cybersecurity environment. It is a high-growth organization focused on public sector and vertical markets, fostering a culture of accountability, performance, and continuous improvement.
Own the commercial relationship for a portfolio of high-value customers, acting as their trusted point of contact.
Build relationships with founders, executives, and finance leaders while identifying growth and retention opportunities.
Lead customer onboarding, quarterly business reviews, and capital conversations from discovery through execution.
This fintech organization provides financial products and services to businesses, helping them manage cash flow and access capital. They foster a remote, high-trust culture with significant autonomy and a collaborative, inclusive team environment.
Serve as lead tax advisor for ultra-high net worth families, developing year-round strategies across investments, trusts, businesses, and estates.
Oversee tax compliance, planning, and controversy matters for families with balance sheets exceeding $100M.
Lead a team of tax professionals and collaborate with wealth advisors to integrate tax advice into holistic family office services.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities, and we are an independent fiduciary with a flexible, national footprint and a diverse team.
Prospect, nurture, and book group business within a defined territory.
Build and maintain a sales pipeline and exceed personal sales goals.
Develop relationships with stakeholders and plan sales trips and trade shows.
Fairmont Empress is a historic luxury hotel in Victoria, BC, offering 431 guest rooms, spa, and dining. It is part of Accor, with a team of hospitality professionals dedicated to providing memorable experiences.
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.
Provide leadership and compliance support to agents within a remote brokerage environment, ensuring regulatory adherence and operational excellence.
Drive adoption of digital platforms and technology tools, collaborating with teams to improve workflows and agent success.
Oversee transaction reviews, risk management, and training sessions to maintain high standards of service and integrity.
Our partner company operates within a dynamic, technology-driven real estate environment, fostering a collaborative culture focused on inclusion, professional growth, and employee success. They offer a flexible remote work environment and a benefits package designed to support employee wellbeing and long-term growth.
Manage a portfolio of Enterprise and SMB merchants, building long-term relationships and driving growth.
Define strategic vision, develop account plans, and lead commercial negotiations for expansion.
Orchestrate cross-functional teams and analyze performance to increase product adoption and retention.
Affirm is a financial technology company reinventing credit with honest and friendly buy now, pay later solutions. It is a remote-first public company with a culture focused on people-first benefits and inclusive growth.
Manage a portfolio of key accounts and support the development and execution of account plans.
Build and maintain strong relationships with account stakeholders at all levels.
Coordinate with internal teams to execute commercial strategies and drive sales growth.
The company supports the growth and development of retail and commercial accounts in the Canadian market. It fosters a collaborative environment with cross-functional teamwork and values a proactive, relationship-driven approach.