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Date Posted / Modified Job Title / Description Location
01/02/2019 Managing Director of Business Development
Managing Director of Business Development - Boutique RIA - New York, NY - 6B+ AUM Current Head of Business Development retiring: Work in conjunction with Senior MD to learn market niche and take over and expand d ...
$250,000.00 - $400,000.00 (US Dollars - Yearly)
New York City, New York - United States
01/02/2019 High Net Worth Tax Seniors
High Net Worth Tax Seniors - Latham, NY- Top Tier Wealth Management Firm Top Tier National Wealth Management firm seeks tax staff/seniors to join their tax advisory team. Positions available in Dallas TX, Canonsburg P ...
$70,000.00 - $110,000.00 (US Dollars - Yearly)
Latham, New York - United States
01/02/2019 Senior Strategic Planner
Senior Strategic Planner – Seattle, WA - Firm will assist with relocation Multiple planning opportunities available with top tier wealth management firms. Please share with anyone you deem appropriate or co ...
$160,000.00 - $265,000.00 (US Dollars - Yearly)
Seattle, Washington - United States
01/02/2019 Senior Strategic Planner
Senior Strategic Planner – San Francisco, CA - Firm will assist with relocation Multiple planning opportunities available with top tier wealth management firms. Please share with anyone you deem approp ...
$160,000.00 - $265,000.00 (US Dollars - Yearly)
San Francisco, California - United States
01/02/2019 Senior Strategic Planner
Senior Strategic Planner – Jackson Hole, WY - Firm will assist with relocation Multiple planning opportunities available with top tier wealth management firms. Please share with anyone you deem appropriate. ...
$180,000.00 - $290,000.00 (US Dollars - Yearly)
Jackson Hole, Wyoming - United States
01/02/2019 Financial Planning Professional
Financial Planning Professional - Westchester County, NY Boutique Wealth Management firm in Westchester County seeks financial planning professional to work directly with Managing Director. ...
$90,000.00 - $110,000.00 (US Dollars - Yearly)
White Plains, New York - United States
01/02/2019 High Net Worth Tax Seniors
High Net Worth Tax Seniors - Dallas, TX - Top Tier Wealth Management Firm Top Tier National Wealth Management firm seeks tax staff/seniors to join their tax advisory team. Positions also available in Latham NY, Canons ...
$70,000.00 - $110,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
01/02/2019 High Net Worth Tax Seniors
High Net Worth Tax Seniors - Atlanta, GA - Top Tier Wealth Management Firm Top Tier National Wealth Management firm seeks tax staff/seniors to join their tax advisory team. Positions also available in L ...
$70,000.00 - $110,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
01/02/2019 High Net Worth Tax Seniors
High Net Worth Tax Seniors - Irvine, CA - Top Tier Wealth Management Firm Top Tier National Wealth Management firm seeks tax staff/seniors to join their tax advisory team. Positions also available in Latham NY, C ...
$70,000.00 - $110,000.00 (US Dollars - Yearly)
Irvine, California - United States
01/02/2019 High Net Worth Tax Seniors
High Net Worth Tax Seniors - Canonsburg, PA - Top Tier Wealth Management Firm Top Tier National Wealth Management firm seeks tax staff/seniors to join their tax advisory team. Positions also available in Lat ...
$70,000.00 - $110,000.00 (US Dollars - Yearly)
Canonsburg, Pennsylvania - United States
01/12/2019 Private Banking Officer
Private Banking Officer - Overview You will fully serve as the partner between clients and the Bank to ensure unprecedented service to foster lifetime partnerships and is responsible to provide innovati ...
$80,000.00 - $165,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
04/19/2019 Personal Trust Officer
Our client, a very stable and profitable institution, seeks to hire a Personal Trust Officer.    This is a great company with a great reputation. They are a customer focused bank with low employee turnover. &nb ...
Abilene, Texas - United States
02/16/2019 Senior IT Auditor
Senior IT Auditor Role: Responsible for the management of a portfolio of audit assignments to ensure that all business and technology risks are anticipated, identified, recognized, and appropriately managed in alig ...
$85,000.00 - $135,000.00 (US Dollars - Yearly)
Oklahoma City, Oklahoma - United States
02/21/2019 Tax Staff & Senior
Tax Staff and Senior - Multi-Family Office - Palo Alto, CA Established multi-family office in Palo Alto that provides comprehensive tax and family office services to HNW clients seeks Tax Staff and Senior to join thei ...
$75,000.00 - $100,000.00 (US Dollars - Yearly)
Palo Alto, California - United States
02/23/2019 Commercial Lending City Executive
Commercial Lending City Executive - Spanish Fort/Mobile Management is supportive and accessible but not controlling.... No "product of the day" widget selling or sales campaigns....   ...
$90,000.00 - $185,000.00 (US Dollars - Yearly)
Mobile, Alabama - United States
02/24/2019 Senior Trust Advisor
Senior Trust Advisor - Pasadena, CA Top Tier Wealth Management Firm seeks Senior Trust Advisor in Pasadena, CA to serve as subject matter expert on fiduciary advice to the firm's high net worth clie ...
$100,000.00 - $125,000.00 (US Dollars - Yearly)
Pasadena, California - United States
02/25/2019 Senior Strategic Planner
Senior Strategic Planner - Top Tier Financial Services Firm - Dallas, TX Wealth Management Team at top Financial Services firm seeks an experienced Strategic Planner to consult with HNW clients (10mm-100mm+) and their ...
$125,000.00 - $230,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
04/16/2019 Trust Administration Officer
Our client, consistently named one of the Best Performing Community Banks in the U.S. Employer seeks to hire a Trust Officer.    The position offers variety in the type of accounts managed.  Additionally, ...
El Paso, Texas - United States
03/01/2019 Quantitative Model Risk Officer
Quantitative Model Risk The QMRO is responsible for the validation management process of models and the Bank's development, deployment, and maintenance of quantitative models. ...
$90,000.00 - $130,000.00 (US Dollars - Yearly)
Austin, Texas - United States
03/01/2019 Senior Model Validation Officer
The Senior Model Validation Officer position is fully responsible for the vital Model Risk Management framework. Also responsible for execution of an independent effective challenge of all modelling choices in accorda ...
$80,000.00 - $135,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
03/01/2019 Data Analytics and Model – Audit Team Lead
Data Analytics and Model Audit Team Lead Work with numerous members of the internal audit and line of business teams to evaluate business data and supplementary data associations to mature and produce testing pop ...
$110,000.00 - $205,000.00 (US Dollars - Yearly)
Charlotte, North Carolina - United States
03/01/2019 Data Analytics and Model Audit - Director
Overview: Data Analytics and Model Audit - Director Under the supervision of the Cheif Audit Executive, you will lead the data analytics testing related with audits of central operations departments, administrative di ...
$110,000.00 - $205,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
03/01/2019 Data Analytics and Model Audit Senior Manager or Director
Data Analytics and Model Audit Senior Manager or Director   Model Audit will be answerable for constructing a program, which independently evaluates the model validation agenda employed by the bank.  This ...
$110,000.00 - $205,000.00 (US Dollars - Yearly)
Memphis, Tennessee - United States
03/01/2019 Data Analytics Audit Senior Manager
Data Analytics Audit Senior Manager Employs data analysis skills and business familiarity to help recognize, quantify, and assess processes through the judicious collection and analysis of data from a variety of sourc ...
$110,000.00 - $190,000.00 (US Dollars - Yearly)
Atlanta, Georgia - United States
03/01/2019 Model and Data Audit Executive
Model and Data Audit Executive Our Model and Data Audit Executive will collaborate with numerous members of the Internal Audit and Line of Business unites to analyze corporate data and other data relationships to adva ...
$110,000.00 - $205,000.00 (US Dollars - Yearly)
Pine Bluff, Arkansas - United States
03/06/2019 Senior Auditor
Senior Auditor - Overview Supports the Executive Director of Internal Audit in role as a link to External Auditors and Examiners. The Senior Auditor will provide impartial assessment of corporate operations to su ...
$65,000.00 - $135,000.00 (US Dollars - Yearly)
Greenville, South Carolina - United States
03/06/2019 Deposit Operations Business Risk Program Specialist
Overview of Deposit Operations Business Risk Program Specialist Will be required to be a liaison with internal bank employees and examiners during deposit regulatory audits.  Held fully accountable f ...
$65,000.00 - $135,000.00 (US Dollars - Yearly)
Greenville, South Carolina - United States
03/06/2019 Senior Auditor
Seeking an Senior Auditor to join a team of talented professionals in a best-in-class Internal Audit department! This incumbent will manage and perform financial, operational, SOX and regulatory compliance audits in a ...
$65,000.00 - $130,000.00 (US Dollars - Yearly)
West Columbia, South Carolina - United States
03/06/2019 Senior Staff Auditor
Senior Staff Auditor Under the leadership of the Audit Group Manager, the Senior Staff Auditor partakes in a variety of internal audit assignments and projects including compliance audits, financial audits, operationa ...
$65,000.00 - $130,000.00 (US Dollars - Yearly)
Charlotte, North Carolina - United States
03/06/2019 Operational Risk Officer
Operational Risk Officer The position is responsible for ensuring operational risk program management consistent with the client bank’s Operational Risk Policy. The position may also have responsibility for co ...
$105,000.00 - $135,000.00 (US Dollars - Yearly)
Charlotte, North Carolina - United States
03/06/2019 Internal Auditor – Financial Services
Internal Auditor – Financial Services Overall audit areas include, but are not limited to; Sarbanes-Oxley, financial statements, branch audits, and information technology (IT).  The Internal Auditor will ...
$65,000.00 - $135,000.00 (US Dollars - Yearly)
Charleston, South Carolina - United States
03/06/2019 Senior Wealth Advisory Manager
VP, Senior Wealth Advisory Relationship Manager will serve the bank’s customers by providing Advisory support and guidance in the area of investment management, wealth management and trust administration as ne ...
$140,000.00 - $200,000.00 (US Dollars - Yearly)
Phoenix, Arizona - United States
03/07/2019 Senior Wealth / Estate Planning Specialist
Senior Wealth/Estate Planning Specialist - Boutique RIA - Greater Los Angeles area - (Relocation Assistance Available) Boutique expanding RIA seeks Senior Estate Planning Strategist to advise HNW/UHNW clientele in Gre ...
Los Angeles, California - United States
03/07/2019 Financial Planning Associate
Financial Planning Associate - Boutique RIA - 5-50mm level clientele The firm- Leads with financial planning and investment Provides full suite of comprehensive planning services including trust and estate, ph ...
$90,000.00 - $115,000.00 (US Dollars - Yearly)
New York City, New York - United States
04/16/2019 VP, Wealth Investment Portfolio Manager
Wealth Investment Portfolio Manager is a unique opportunity, working with the bank's portfolio management team in managing over $2 billion in assets while building and growing the Arizona portfolio. ...
$110,000.00 - $140,000.00 (US Dollars - Yearly)
Phoenix, Arizona - United States
03/07/2019 Quantitative Model Risk Officer
Quantitative Model Risk The QMRO is responsible for the validation management process of models and the Bank's development, deployment, and maintenance of quantitative models. ...
$90,000.00 - $130,000.00 (US Dollars - Yearly)
New York City, New York - United States
03/07/2019 Quantitative Model Risk Officer
Quantitative Model Risk The QMRO is responsible for the validation management process of models and the Bank's development, deployment, and maintenance of quantitative models. ...
$90,000.00 - $130,000.00 (US Dollars - Yearly)
Hartford, Connecticut - United States
04/01/2019 Wealth Management Trust Administration Officer
Our client, consistently named one of the ”Best Companies to Work for in Texas” seeks to hire a Wealth Management Trust Administration Officer to administer a variety of accounts.  You will work in ...
Dallas, Texas - United States
03/12/2019 Director of Wealth Management
Director of Wealth Management - Established Financial Services Firm - Northern New Jersey Established wealth management firm in Northern NJ seeks Director of Wealth Management to lead the planning team and direct the ...
$100,000.00 - $200,000.00 (US Dollars - Yearly)
Parsippany, New Jersey - United States
03/12/2019 Wealth Advisor
Wealth Advisor - 6B+ RIA - Cleveland, OH Well established RIA(15+ years) seeks Wealth Advisor to develop and grow high touch relationships for the firm. ...
Cleveland, Ohio - United States
03/12/2019 Wealth Advisor
Wealth Advisor - 6B+ RIA - Naples, FL Well established RIA(15+ years) seeks Wealth Advisor to develop and grow high touch relationships for the firm. ...
Naples, Florida - United States
03/15/2019 Risk Management Audit Program Manager
Risk Management Audit Program Manager Will fully support and endorse initiatives to continuous improvement in relation to audit practices as appropriate. Encourages risk awareness in the enterprise through positive an ...
$115,000.00 - $175,000.00 (US Dollars - Yearly)
Houston, Texas - United States
03/15/2019 Risk Audit - Program Manager
Risk Audit - Program Manager You will support the Chief Audit Executive in delivering assurance and advisory services intended to evaluate and advance the effectiveness of risk management, control, and governance ...
$115,000.00 - $170,000.00 (US Dollars - Yearly)
Memphis, Tennessee - United States
03/15/2019 Internal Audit Risk Director
Internal Audit Risk Director You will be fully responsible for executing internal audits related to Risk Management for numerous lines of business across the corporation. These areas may include but are ...
$115,000.00 - $170,000.00 (US Dollars - Yearly)
Pine Bluff, Arkansas - United States
03/15/2019 Risk Management - Internal Audit Director
Risk Management - Internal Audit Director Supports the assessment of the bank’s risk and control statuses inside the auditable units, regulate proper audit cycles, maintain an effective continuous monitoring pro ...
$115,000.00 - $170,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
03/15/2019 Enterprise Risk - Internal Audit Program Executive
Enterprise Risk - Internal Audit Program Executive You will support particular audit roles as well as build and cooperate with other division employees. The incumbent will be a noteworthy associate of the third line o ...
$115,000.00 - $170,000.00 (US Dollars - Yearly)
Oklahoma City, Oklahoma - United States
03/15/2019 IT Audit Manager
IT Audit Manager Responsible for the management of staff and portfolio of audit assignments to ensure that all business and technology risks are anticipated, identified, recognized, and appropriately managed in alignm ...
$85,000.00 - $135,000.00 (US Dollars - Yearly)
Memphis, Tennessee - United States
03/15/2019 Internal IT Audit Senior Program Manager
Internal IT Audit Senior Program Manager Manage assigned Sarbanes-Oxley internal control testing and documentation. Working with the Managing Audit Director, actively involved in managing audit relationships. Work on ...
$85,000.00 - $135,000.00 (US Dollars - Yearly)
Oklahoma City, Oklahoma - United States
03/15/2019 Internal Auditor - IT Manager
Internal Auditor -  IT Manager Opportunty Overview Strategically manage and implement audits/projects within the organization in conformance with prescribed audit standards. Manage assigned Sarbanes-Oxley inte ...
$85,000.00 - $135,000.00 (US Dollars - Yearly)
Conway, Arkansas - United States
03/15/2019 IT Audit Manager
IT Audit Manager The IT Audit Manager is required to stay well-informed of financial performance, significant initiatives, the status of significant and business issues, fraud and operational losses and regulatory i ...
$85,000.00 - $135,000.00 (US Dollars - Yearly)
Kansas City, Missouri - United States
03/15/2019 Program Manager - IT Auditor
Program Manager - IT Auditor Your will be fully accountable and responsible for the management of a portfolio of audit assignments to ensure that all business and technology risks are anticipated, identified, recogniz ...
$85,000.00 - $135,000.00 (US Dollars - Yearly)
Dallas, Texas - United States
04/19/2019 Regional Manager, Wealth Management
Regional Manager Wealth Management Our client, a privately held regional bank seeks to hire a Regional Manager of Wealth Management for one of its highest performing wealth management regions.  You will inhe ...
Tulsa, Oklahoma - United States
04/09/2019 Director of Northeast Operations (Fintech firm)
Great high-level opportunity for experienced fin-tech manager (SaaS, global delivery) to head up new office and partner with HQand C-suite to create a center of excellence. Requires polished leader with deep domain knowl ...
$150,000.00 - $200,000.00 (US Dollars - Yearly)
Wilmington, Delaware - United States
04/19/2019 Chief Investment Officer
Located in one of the most beautiful residential communities in New England, located west of Hartford, our client seeks a Sr. Investment Officer to lead their investment team and philosophy. ...
Litchfield, Connecticut - United States
04/19/2019 Wealth Management Trust Specialist
Our client located in Northern IN is a successful, well respected, multi-state institution; consistently voted "Best Employer."  As Trust Officer / Relationship Manager you will act as the relationship man ...
South Bend, Indiana - United States
04/19/2019 Trust Operations Manager
Our client, seeks to hire a Trust Operations Manager.  This is an opportunity to grow with the trust division of a high performing wealth management group with record earnings.  This is a regional bank. &n ...
Tulsa, Oklahoma - United States
04/19/2019 Senior Wealth Management / Trust Relationship Manager
Our client, very stable and profitable, seeks to hire a Senior Wealth Management / Trust Relationship Manager.    This is a great company with a great reputation.  For the last seven years, they have ...
Midland, Texas - United States
04/19/2019 Chief Fiduciary & Risk Officer
Currently, we are conducting a national search for a Chief Fiduciary and Risk Officer. This is with a very stable bank, named Forbes 2018 Best Places to Work.  The Wealth Division has achieved record growth the last ...
$125,000.00 - $170,000.00 (US Dollars - Yearly)
Fayetteville, Arkansas - United States