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8 Days AgoSaved
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In-Office
Woodland Hills, CA, USA
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70K-80K Annually
Entry level
70K-80K Annually
Entry level
Financial Services
The Relationship Manager I supports client service excellence in Wealth Management, partnering with Wealth Advisors, overseeing workflows, and enhancing client experiences.
Top Skills: Crm Systems
Reposted YesterdaySaved
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Remote
USA
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65K-75K Annually
Entry level
65K-75K Annually
Entry level
Financial Services
The Specialist will manage and optimize website content, oversee site maintenance, collaborate with teams for updates, and ensure alignment with brand standards.
Top Skills: CmsCSSHTMLSeoWordpress
Reposted YesterdaySaved
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Remote
USA
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140K-160K Annually
Senior level
140K-160K Annually
Senior level
Financial Services
Lead revenue operations strategy and programs, partner with Sales, Marketing, Finance and Product to improve GTM processes, build dashboards and forecasts, optimize Salesforce and GTM tech, and drive analytics and operational playbooks to increase revenue predictability and scale.
Top Skills: DomoPower BISaaSSalesforceTableau
Reposted 2 Days AgoSaved
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Remote
USA
Easy Apply
70K-80K Annually
Mid level
70K-80K Annually
Mid level
Financial Services
Provide system administration and operational support as primary escalation for the service desk. Manage and monitor Microsoft 365, Entra ID, Azure and AWS infrastructure, SSO and SaaS integrations, email security, zero-trust access, office networking (firewalls, routers, switches, wireless), and endpoint management across Windows, macOS, iOS, and Android. Assist with migrations, automation, documentation, and security/compliance initiatives under established standards.
Top Skills: AndroidAw SAws IamAzureBox DriveCloudflareEndpoint ManagementEntra IdExchangeExchange OnlineFirewallsIntuneiOSmacOSMerakiMicrosoft 365MistNerdioNinjaoneOfficeOnedriveProofpointRoute 53RoutersSaaSSharepointSsoSwitchesTeamsWindowsWirelessZero TrustZoom
Reposted 3 Days AgoSaved
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Remote
USA
Easy Apply
183K-215K Annually
Expert/Leader
183K-215K Annually
Expert/Leader
Financial Services
Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.
Top Skills: Aspen
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6 Days AgoSaved
Easy Apply
In-Office or Remote
California, USA
Easy Apply
90K-110K Annually
Senior level
90K-110K Annually
Senior level
Financial Services
As a Senior Talent Acquisition Partner, you will lead full life cycle recruiting, develop talent acquisition strategies, and collaborate with hiring managers in various departments.
Top Skills: Greenhouse
Reposted 6 Days AgoSaved
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Remote
USA
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115K-135K Annually
Senior level
115K-135K Annually
Senior level
Financial Services
Serve as final quality-control authority for all client- and prospect-facing communications. Proofread, edit, and fact-check content across email, print, digital, and presentations; ensure brand and AP style consistency; manage publishing operations, newsletters, and editorial workflows while collaborating with cross-functional marketing teams.
Top Skills: Ap StyleMicrosoft Powerpoint
7 Days AgoSaved
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Remote
USA
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180K-225K Annually
Senior level
180K-225K Annually
Senior level
Financial Services
The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.
Top Skills: Cch SuiteTax Planning Software
7 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
81K-95K Annually
Senior level
81K-95K Annually
Senior level
Financial Services
The Senior Portfolio Consultant manages investment implementations for high net worth clients, collaborating with various teams to ensure alignment and exceptional service while developing investment deliverables.
Top Skills: EnvestnetMorningstarExcelOrion
7 Days AgoSaved
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Remote
USA
Easy Apply
180K-225K Annually
Senior level
180K-225K Annually
Senior level
Financial Services
The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.
Top Skills: Cch Suite
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