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Date Posted / Modified Job Title / Description Location
05/27/2017 Chief Financial Officer
Overall Responsibilities  This executive level position leads the Accounting and Finance function for the client bank. The qualified candidate is responsible for the development of plans to help attain organiza ...
$115,000.00 - $175,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
06/11/2017 Senior Strategic Planner
Senior Strategic Planner - Fresno, CA - 5mm-50mm level clientele Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise high net wort ...
$175,000.00 - $300,000.00 (US Dollars - Yearly)
Fresno, California - United States
06/11/2017 Senior Strategic Planner
Senior Strategic Planner - Reno or Las Vegas, NV - 5mm-50mm level clientele Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise hi ...
$175,000.00 - $300,000.00 (US Dollars - Yearly)
Reno, Nevada - United States
06/11/2017 Senior Strategic Planner
Senior Strategic Planner - Las Vegas or Reno, NV - 5mm-50mm level clientele Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise hi ...
$175,000.00 - $300,000.00 (US Dollars - Yearly)
Las Vegas, Nevada - United States
06/11/2017 Senior Estate Planning Strategist
Senior Estate Planning Strategist - Top Tier Financial Services Firm - Atlanta, GA Wealth Management Team at a top tier national wealth management firm seeks an experienced Estate Planning Strategist to advise high ne ...
$210,000.00 - $280,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
06/11/2017 Senior Estate Planning Strategist
Senior Estate Planning Strategist - Top Tier Financial Services Firm - New York, N.Y Wealth Management Team at a top tier national wealth management firm seeks an experienced Estate Planning Strategist to advise high ...
$210,000.00 - $280,000.00 (US Dollars - Yearly)
New York, New York - United States
06/11/2017 Investment Counselor
Top Tier National Wealth Management Firm seeks Investment Counselor in Palo Alto to design and implement investment and asset allocation strategies for high net worth individuals, families and foundations (5mm-50mm level ...
$245,000.00 - $315,000.00 (US Dollars - Yearly)
Palo Alto, California - United States
06/11/2017 Associate Portfolio Manager
Associate Portfolio Manager - San Francisco, CA - 30B+ National RIA Our client is a well established, dynamic and innovative firm with a national presence. This Top Tier RIA takes a long term investment approach ...
$110,000.00 - $150,000.00 (US Dollars - Yearly)
San Francisco, California - United States
06/11/2017 Associate Portfolio Manager
Associate Portfolio Manager - Los Angeles, CA - 30B+ National RIA Our client is a well established, dynamic and innovative firm with a national presence. This Top Tier RIA takes a long term investment approach su ...
$110,000.00 - $150,000.00 (US Dollars - Yearly)
Pasadena, California - United States
06/11/2017 Associate Portfolio Manager
Associate Portfolio Manager - San Diego, CA - 30B+ National RIA Our client is a well established, dynamic and innovative firm with a national presence. This Top Tier RIA takes a long term investment approach supp ...
$110,000.00 - $150,000.00 (US Dollars - Yearly)
San Diego, California - United States
06/11/2017 Investment Counselor
Top Tier National Wealth Management Firm seeks Investment Counselor in Pasadena area to design and implement investment and asset allocation strategies for high net worth individuals, families and foundations (5mm-50mm l ...
$235,000.00 - $315,000.00 (US Dollars - Yearly)
Pasadena, California - United States
06/11/2017 Investment Counselor
Top Tier National Wealth Management Firm seeks Investment Counselor in Greater Los Angeles area to design and implement investment and asset allocation strategies for high net worth individuals, families and foundations ...
$235,000.00 - $315,000.00 (US Dollars - Yearly)
Encino, California - United States
06/11/2017 Relationship Manager, Wealth Strategist
Well established, independent Fee-Only RIA in Memphis, Tennessee seeks a strong technical expert to manage high net worth relationships and offer fee-based holistic wealth planning advice (1-10mm level clientele).  ...
$75,000.00 - $100,000.00 (US Dollars - Yearly)
Memphis, Tennessee - United States
06/11/2017 Trust Officer, Office Leader
Trust Officer, Office Leader - De Novo Trust Company of 25B+ Registered Investment Advisor - Lake Tahoe Region, NV (Relocation package available) Well established 25B+ Registered Investment Advisor seeks a Trust Offic ...
$200,000.00 - $250,000.00 (US Dollars - Yearly)
Reno, Nevada - United States
06/11/2017 Wealth Planner
Wealth Planner - Pittsburgh PA - Boutique Multi-Family Office Well established, growing Multi Family Office in Pittsburgh, PA seeks a Wealth Planner to provide sophisticated and strategic wealth management solutions t ...
$70,000.00 - $100,000.00 (US Dollars - Yearly)
Pittsburgh, Pennsylvania - United States
06/11/2017 Senior Strategic Planner
Senior Strategic Planner - Seattle, WA - 5mm-50mm level clientele The Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise high net ...
$175,000.00 - $300,000.00 (US Dollars - Yearly)
Portland, Oregon - United States
06/11/2017 Senior Strategic Advisor
Senior Strategic Advisor - Seattle, WA - 5mm-50mm level clientele The Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise high net ...
$245,000.00 - $300,000.00 (US Dollars - Yearly)
Seattle, Washington - United States
06/11/2017 Associate Portfolio Manager
Associate Portfolio Manager - New York City, NY - 30B+ National RIA Our client is a well established, dynamic and innovative firm with a national presence. This Top Tier RIA takes a long term investment approach ...
$135,000.00 - $180,000.00 (US Dollars - Yearly)
New York City, New York - United States
06/11/2017 Lead Relationship Manager
Lead Relationship Manager - Pittsburgh, PA - 5mm-200mm+ level clientele This role offers a solid base salary in addition to profit and performance based bonuses and an excellent benefits package. Opportunity for equit ...
$200,000.00 - $500,000.00 (US Dollars - Yearly)
Pittsburgh, Pennsylvania - United States
06/11/2017 Senior Trust Advisor
Senior Trust Advisor - Los Angeles, CA - Top Tier Financial Services Firm This is an excellent opportunity for an estate planning attorney to move away from billable hours while aligning with a brand name organization ...
$155,000.00 - $180,000.00 (US Dollars - Yearly)
Los Angeles, California - United States
06/11/2017 Senior Strategic Planner
Senior Strategic Planner - Irvine/San Diego/Orange County, CA - 5mm-50mm level clientele The Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic ...
$230,000.00 - $280,000.00 (US Dollars - Yearly)
Irvine, California - United States
06/11/2017 International Estate Planner
International Estate Planner - New York City - 50mm-multi billion net worth clientele Global wealth management firm in NYC seeks an Estate Planning attorney to join their wealth strategy group in providing cutting edg ...
$450,000.00 - $650,000.00 (US Dollars - Yearly)
New York City, New York - United States
06/11/2017 Senior Strategic Advisor
Senior Strategic Advisor - Los Angeles, California - 5mm-50mm level clientele This is an excellent opportunity for an estate planning attorney to move away from billable hours while aligning with a brand name org ...
$245,000.00 - $300,000.00 (US Dollars - Yearly)
Los Angeles, California - United States
06/11/2017 Managing Director of Financial and Investment Planning
Managing Director of Financial and Investment Planning - New York, New York - 10mm+ level clientele Multi-Billion Boutique Wealth Management Firm in NYC seeks Managing Director to work directly with the CEO and s ...
$350,000.00 - $600,000.00 (US Dollars - Yearly)
New York City, New York - United States
06/11/2017 Senior Portfolio Manager
Senior Portfolio Manager - New York City - 30B+ Investment Management Firm 30+ Billion Fee-Based Investment Management Firm seeks Senior Portfolio Manager/Lead Relationship Manager in New York City to manage a growing ...
$195,000.00 - $285,000.00 (US Dollars - Yearly)
Nyc, New York - United States
06/11/2017 Senior Trust Advisor
Senior Trust Advisor - Alaska - 10mm-100mm level clientele This is an excellent opportunity for an estate planning attorney to move away from billable hours while aligning with a brand name organization to s ...
$155,000.00 - $200,000.00 (US Dollars - Yearly)
Anchorage, Alaska - United States
06/11/2017 UHNW Wealth Strategist - Cross Border
UHNW Wealth Strategist - Cross Border, National Wealth Management Firm, Southeast Florida Global leader in UHNW wealth management seeks Wealth Strategist with cross-border planning experience to develop planning ...
$200,000.00 - $400,000.00 (US Dollars - Yearly)
Miami, Florida - United States
06/14/2017 Credit Risk Analysis Specialist
Programming Knowledge such as SAS, SQL or Micro Strategy and Master's Degree or large data Knowledge preferred. ...
$50,000.00 - $75,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
06/14/2017 Reporting Analyst (SQL and SAS intensive) - Banking
Reporting Analyst (SQL and SAS intensive) - Banking   Opportunity Description:    Accountable for the design and delivery of reports and analytic datasets, dashboards and reports for senior man ...
$50,000.00 - $75,000.00 (US Dollars - Yearly)
Pine Bluff, Arkansas - United States
06/14/2017 Senior Risk Analyst
Must be proficient with query languages; SQL, SAS, VBA, etc. Our client bank is seeking a knowledgeable and technically proficient Senior Risk Analyst to join its Risk Analytics platform. The group takes on a diverse ...
$50,000.00 - $75,000.00 (US Dollars - Yearly)
Memphis, Tennessee - United States
06/14/2017 Risk Strategy Analyst (Financial Services Industry)
Proven knowledge at developing technical skills of their team. Detailed knowledge of SAS / SQL, financial statements, and business processes preferred. 2+ years strategic analysis knowledge preferred. ...
$50,000.00 - $75,000.00 (US Dollars - Yearly)
Chicago, Illinois - United States
06/14/2017 Credit Risk Analyst (Banking)
Minimum 2+ years knowledge programming in SAS, SQL and proven knowledge with relational databases required. Description:   The Credit Risk Analyst will be a key member of the Enterprise Risk Management team ...
$50,000.00 - $75,000.00 (US Dollars - Yearly)
Kansas City, Kansas - United States
06/14/2017 Senior Data Analyst (Financial Services Industry)
Description As a member of the Corporate Risk organization you will be part of the team that serves the needs of the client Bank, including products and services for personal, business and corporate customers.   ...
$50,000.00 - $75,000.00 (US Dollars - Yearly)
Oklahoma City, Oklahoma - United States
06/18/2017 Lead Relationship Manager
Lead Relationship Manager - Los Angeles, California This role is the ideal career move for Tax Managers looking to move away from billable hours and tax seasons. The Firm offers a collegial environment with a wo ...
$125,000.00 - $160,000.00 (US Dollars - Yearly)
Los Angeles, California - United States
06/19/2017 Financial Advisor
Our client a multi-billion asset, profitable institution seeks a financial advisor for Western Arkansas.  In the position, you will work with bank clients to determine their investment needs.  Our client offers ...
Fort Smith, Arkansas - United States
06/19/2017 Sr. Wealth Advisor
Our client a successful, well respected, multi-billion asset financial institution is expanding their wealth division.  They seek a Sr. Wealth Advisor to consult with high net worth (HNW) and ult ...
$200,000.00 - $350,000.00 (US Dollars - Yearly)
Oklahoma City, Oklahoma - United States
06/19/2017 Personal Trust Administrator
Our client, a successful, well respected, stable, community bank, seeks a Personal Trust Administrator in the Benton Harbor area.  Work for a Bauer 5 star institution that has been named a “Best Company t ...
Benton Harbor, Michigan - United States
06/19/2017 Fiduciary / Trust Tax Accountant
Our client, one of the top companies in the area, is looking for a fiduciary / trust tax professional.     ...
$5,000.00 - $10,000.00 (US Dollars - Yearly)
Milwaukee, Wisconsin - United States
06/19/2017 Financial Advisor
Our client a multi-billion asset, profitable institution seeks a financial advisor for Central Arkansas.  In the position, you will work with bank clients to determine their investment needs.  Our client offers ...
Little Rock, Arkansas - United States
06/19/2017 Senior Trust Officer
Our client, very stable and profitable, seeks to hire a Trust Officer.    This is a great company with a great reputation.  For the last seven years, they have been recognized by Bank Director Magazin ...
$110,000.00 - $130,000.00 (US Dollars - Yearly)
Odessa, Texas - United States
06/22/2017 Business Development Officer
Business Development Officer - Orange County (Los Angeles), California - 50mm+ Level Clientele Boutique Entrepreneurial Multi-Family Office seeks Business Development Officer to expand market reach within the Ultra Hi ...
$150,000.00 - $250,000.00 (US Dollars - Yearly)
Los Angeles, California - United States
06/22/2017 Senior Portfolio Manager
Senior Portfolio Manager - Denver, CO - 5mm-50mm Level Clientele - Relocation Assistance Available Top Tier National Wealth Management Firm seeks Senior Portfolio Manager in Denver, CO to take on and grow an existing ...
$175,000.00 - $400,000.00 (US Dollars - Yearly)
Denver, Colorado - United States
06/23/2017 Treasury Management Operations Program Manager - Financial Services
Treasury Management Operations Program Manager (Financial Services)   Provides guidance and direction for the bank’s Treasury Management Operation.  Primary focus is to lead the execution of divisio ...
$100,000.00 - $170,000.00 (US Dollars - Yearly)
Pine Bluff, Arkansas - United States
06/23/2017 Banking Cash Management Products & Solution - Operations Executive
The client bank opportunity mandates an extensive history with commercial bank treasury management products and services. Communicates, verbally and written, intricate information and risk associated material to pertinen ...
$110,000.00 - $165,000.00 (US Dollars - Yearly)
Memphis, Tennessee - United States
06/25/2017 Deposit Operations Business Risk Program Specialist
Overview of Deposit Operations Business Risk Program Specialist Opportunity:   Held fully accountable for the oversight of deposit operational risk including payments risk supervision and fraud preve ...
$65,000.00 - $135,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
06/27/2017 Relationship Manager
Relationship Manager - Los Angeles, California - 8B+ Multi-Family Office - Relocation Package Available Ideal for a Tax Senior or Tax Manager looking to move away from billable hours and tax seasons towards a more wea ...
$110,000.00 - $160,000.00 (US Dollars - Yearly)
Los Angeles, California - United States
06/29/2017 Business Succession Specialist
Business Succession Specialist - National Wealth Management Firm - Atlanta, GA or Southeast Florida Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Business Suc ...
$220,000.00 - $305,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
06/29/2017 Wealth Planning Associate
Wealth Planning Associate - Washington D.C. Metro Area - 5-50mm+ level clientele Top Tier Wealth Management Firm seeks dynamic Wealth Planning Associate to join the planning team in the D.C Metro area in advising high ...
$80,000.00 - $125,000.00 (US Dollars - Yearly)
Washington, District of Columbia - United States
06/29/2017 Senior Strategic Planner
Senior Strategic Planner - Top Tier Financial Services Firm - Birmingham, AL Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise high net ...
$150,000.00 - $220,000.00 (US Dollars - Yearly)
Birmingham, Alabama - United States
06/29/2017 Senior Strategic Planner
Senior Strategic Planner - Top Tier Financial Services Firm - Nashville, TN Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise high net ...
$150,000.00 - $220,000.00 (US Dollars - Yearly)
Nashville, Tennessee - United States
06/29/2017 Senior Strategic Planner
Senior Strategic Planner - Top Tier Financial Services Firm - Richmond, VA Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise high net w ...
$140,000.00 - $220,000.00 (US Dollars - Yearly)
Richmond, Virginia - United States
06/29/2017 Senior Strategic Planner
Senior Strategic Planner - Top Tier Financial Services Firm - Southern New Jersey - 15mm-100mm+ level clientele Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced S ...
$175,000.00 - $265,000.00 (US Dollars - Yearly)
Princeton, New Jersey - United States
07/02/2017 Wealth Planner
Wealth Planner - Nashville, TN - Top Tier Wealth Management Firm Top Tier Wealth Management Firm in Nashville seeks a Wealth Planner to design and implement wealth planning solutions for high net worth individuals and ...
$80,000.00 - $120,000.00 (US Dollars - Yearly)
Nashville, Tennessee - United States
07/05/2017 Wealth Advisor
Our client, a long established, well respected financial institution, is expandingtheir Wealth Management presence.  They seek a Wealth Advisor for their Private Client Group.  This is ...
$150,000.00 - $200,000.00 (US Dollars - Yearly)
Des Moines, Iowa - United States
07/06/2017 Senior Trust Officer 
Client is currently experiencing robust growth and searching for a talented Trust Officer to join their Maryland/Northern Virginia/DC team. Under limited supervision, the STO will administer larger and more complex ...
$95,000.00 - $150,000.00 (US Dollars - Yearly)
Hagerstown, Maryland - United States
07/06/2017 Senior Trust Officer (Banking REQUIRED)
Senior Trust Officer (Banking REQUIRED) This opportunity is one of the most highly visible and coveted positions within the client bank; overseeing and coordinating activities relative to their high net-worth clientel ...
$95,000.00 - $150,000.00 (US Dollars - Yearly)
Frederick, Maryland - United States
07/06/2017 Personal Trust Officer
Opening Description: Our client bank is looking for a talented professional to join their Bank as a Personal Trust Officer. ...
$95,000.00 - $150,000.00 (US Dollars - Yearly)
Harrisonburg, Virginia - United States
07/06/2017 Lead Trust Officer
Lead Trust Officer - Position Summary: Responsible for the efficient administration of trust accounts where the bank is acting as trustee, executor, guardian, agent or custodian. Must deliver expert trust advice ...
$95,000.00 - $150,000.00 (US Dollars - Yearly)
Middleburg, Virginia - United States
07/06/2017 Chief Financial Officer (Banking)
Responsibilities Summary: This executive level position leads the Accounting and Finance function for the client. The qualified candidate is responsible for the development of plans to help attain organizational goa ...
$115,000.00 - $175,000.00 (US Dollars - Yearly)
Birmingham, Alabama - United States
07/06/2017 Enterprise Risk Management - Director (Banking)
The Opportunity: Fully responsible for managing numerous tasks relating to client bank Enterprise Risk Management performance related to all risk spheres. The ideal candiate will lead a team that partners to ...
$165,000.00 - $235,000.00 (US Dollars - Yearly)
Oklahoma City, Oklahoma - United States
07/06/2017 Enterprise Risk Management Executive - Financial Services
Summary - Enterprise Risk Management Executive - Financial Services    The position isaccountable for supporting the enterprise-wide risk management process under the direction of the Chief Risk Exec ...
$160,000.00 - $250,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
07/06/2017 Executive Director - Enterprise Risk Management
Opportunity Overview -  This position is fully accountable for administering the client Enterprise Risk Management (ERM) efforts organization-wide. ...
$165,000.00 - $240,000.00 (US Dollars - Yearly)
Pine Bluff, Arkansas - United States
07/06/2017 Enterprise Risk Management Director
Summary & Description Accountable for managing multiple organizational activities relating to Enterprise Risk Management performance associated to all risk domains. The individual will lead a division th ...
$165,000.00 - $240,000.00 (US Dollars - Yearly)
Memphis, Tennessee - United States
07/06/2017 Senior Enterprise Risk Management Executive
Opening Summary The position is primarily answerable for supporting the enterprise wide risk management process under the overall leadership of the Chief Risk Officer. This will embrace developing the enterprise risk ...
$160,000.00 - $240,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
07/08/2017 Director – Treasury Management Services
Position Summary This position is accountable for working directly with the customers, vendors, and employees of our client Bank to support short and long-term Treasury Management needs. This individual will guide the ...
$120,000.00 - $175,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
07/08/2017 Treasury Management Operations Manager
  Opportunity Summary   Manages the ACH File Processing function that supports Automated Clearing House (ACH) services across the client Bank. Supervises precise and timely processing of all ACH transa ...
$125,000.00 - $180,000.00 (US Dollars - Yearly)
Oklahoma City, Oklahoma - United States
07/08/2017 Operations Manager - Treasury Management Services
Operations Manager-Treasury Management Services   Description & Summary  Under guidance of the Treasury Service Line of Business executive, accountable for the overall management of Treasury Oper ...
$120,000.00 - $185,000.00 (US Dollars - Yearly)
Kansas City, Missouri - United States
07/08/2017 SBA Credit Executive
Manages the client company-wide underwriting and approval of  small business administration (SBA) loan requests (new loans or renewals). The SBA Credit Executive approves, conditions, or declines new ...
$105,000.00 - $185,000.00 (US Dollars - Yearly)
Houston, Texas - United States
07/08/2017 Small Business Administration (U.S. SBA) Executive Credit Officer
Small Business Administration (U.S. SBA) Executive Credit Officer Overview: The ideal candidate for this position will have the skills and experience necessary to be accountable for interpreting, analyzing and maki ...
$105,000.00 - $195,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
07/08/2017 SBA / Government Loan Underwriting Executive
SBA/Government Loan Underwriting Executive Job Description:                 Lead business development activities for U.S. Small Business ...
$110,000.00 - $185,000.00 (US Dollars - Yearly)
Memphis, Tennessee - United States
07/08/2017 SBA Loan Underwriter Manager
SBA Loan Underwriter Manager Accountable for underwriting, credit monitoring, and managing a portfolio of SBA (and USDA) commercial banking relationships; inclusive of achieving efficiencies and process / product qual ...
$115,000.00 - $175,000.00 (US Dollars - Yearly)
Charlotte, North Carolina - United States
07/08/2017 Senior Manager - SBA Credit Underwriting
SUMMARY - Senior Manager, SBA Credit Underwriting This role is a key member of the client bank’s SBA lending division.  The SBA Underwriter will be chiefly accountable for all underwriting analysi ...
$105,000.00 - $170,000.00 (US Dollars - Yearly)
Pine Bluff, Arkansas - United States
07/08/2017 SBA Credit Services Manager
SBA Credit Services Manager - Description The SBA Credit Services Manager is fully accountable for managing and servicing the current SBA/USDA portfolio and facilitating new member SBA loan requests within establish ...
$110,000.00 - $180,000.00 (US Dollars - Yearly)
Chicago, Illinois - United States
07/08/2017 SBA Credit Underwriting Senior Officer
SBA Credit Underwriting Senior Officer - Opening: Our client bank has an immediate need for a SBA Credit Underwriting Senior Officer. The successful applicant's chief role will be to facilitate the leadership and ...
$95,000.00 - $190,000.00 (US Dollars - Yearly)
Nashville, Tennessee - United States



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