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YesterdaySaved
In-Office
Woodland Hills, CA, USA
135K-155K
Senior level
135K-155K
Senior level
Financial Services
The Sr. Manager for Tax Services leads client relationships and manages a tax team, providing tax compliance services for high-net-worth clients without traditional billable hour constraints.
Top Skills: SureprepUltratax
Reposted 3 Days AgoSaved
In-Office
2 Locations
65K-115K
Mid level
65K-115K
Mid level
Financial Services
The Sr. Tax Associate I prepares income tax returns and projections for high-net-worth clients while providing excellent client service and communication.
Top Skills: SureprepUltratax
2 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.
Top Skills: Crm SystemsExcelMs WordOutlookPowerPoint
2 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.
Top Skills: EmoneyMorningstarPortfolio AccountingSalesforceSs Analyzer
2 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Senior Director, Client Relationship Expansion leads the growth strategy by empowering advisors, ensuring cohesive initiatives, and translating data into actionable insights to elevate client engagement and commercial performance.
Top Skills: CRMPortfolio Analytics PlatformsPower BITableau
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3 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Director will lead Community Marketing Operations, overseeing events and initiatives, managing a team, optimizing processes, and ensuring alignment with business goals.
Top Skills: CventEventsparkSalesforce
Reposted 3 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Onboarding Coordinator will manage HR administration for mergers and acquisitions, ensuring smooth onboarding and compliance processes for new hires.
Top Skills: ExcelHris
Entry level
Financial Services
The Wealth Management Enablement Manager drives service improvements by developing training programs and resources for advisors and client service staff, enhancing communication and process efficiency in Wealth Management.
5 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Wealth Management Enablement Manager will enhance services in Wealth Management by training staff, improving processes, and supporting integrations during acquisitions.
5 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Wealth Management Enablement Manager drives service efficiency by training advisors, enhancing processes, and improving client interactions through communication and education.
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