Client Development Financial Services VP

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.   The...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

Vice President of Finance Our client is a well-respected nationally respected client seeking their next VP of Finance. This candidate will be reporting to a Division President and mentor, train, hire, a large team. The ideal candidate will be a CPA, have large homebuilding experience, and have strong leadership qualities. About the Company and the Vice...

Vice President Finance or Senior VP Finance $200k - $250k base + 40% bonus (Will pay for the right candidate!)*Relocation to Orlando, FL area providedCompany is international and one of the largest privately owned organizations in their industry.Recently named one of the best places to work in 2021, 2022 and 2023. Responsibilities of the VP of Finance...

Job Description: VP of Finance Responsibilities The VP of Finance is responsible for client service and leading a team of accounting professionals to provide accounting, cash management, financial reporting, and financial management consultation services for a large portfolio of community association clients. This role will interface with property...

Company Overview:CCS is redefining chronic care management by combining products and supplies with clinical education, monitoring, and coaching, making it easier for those living with diabetes to manage their condition. This position marks an important evolution in the company’s transformation from distributor of medical supplies to a care management...

Client Outreach VP Manager New York, New York; Miami, Florida; Fort Worth, Texas; Charlotte, North Carolina Job Description: Candidate will be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business. The Function The Client Outreach team are the front-line unit...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. ...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation...

Clearwater Financial Services Job Opportunity:PrideStaff is recruiting for a trust administrator position with a financial services company in Clearwater. As an administrative assistant, you will work closely with clients to manage financial transactions, maintain accurate records, and ensure compliance with trust agreements.This is a temporary-to-permanent...

We are seeking a skilled Financial Services Relationship Manager to join our team at Fisher Investments. As a Vice President, you will be responsible for developing and maintaining strong relationships with existing clients while also identifying new business opportunities.Key Responsibilities:Evaluate client needs and provide personalized financial planning...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian ClientDevelopment Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.The...

TradePMR (Member FINRA/SIPC)Advisor Services Manager (RIA Client Services)The Advisor Services Manager is responsible for overseeing a team that maintains business relationships with Registered Investment Advisors (RIAs) that provide white-glove service to ensure all advisors are treated like VIPs. This role requires exceptional relationship management...

TradePMR (Member FINRA/SIPC)Advisor Services Manager (RIA Client Services)The Advisor Services Manager is responsible for overseeing a team that maintains business relationships with Registered Investment Advisors (RIAs) that provide white-glove service to ensure all advisors are treated like VIPs. This role requires exceptional relationship management...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Role DescriptionWe are seeking a highly skilled Financial Services Advisor to join our team. As an advisor, you will be responsible for recruiting agents/advisors, providing product support, and promoting our marketing programs.You will work closely with our service department to deliver exceptional results and ensure that our clients receive the best...

Senior Director, Tax - Succession to VP, Tax - HYBRIDRELOCATION AVAILABLEStarting at 200 000 plus bonusAbout the Senior Director, Tax opportunityOur client is a large recognized brand in their industry looking for a strong tax leader with international tax and income tax provisions with C-corps experience. The ideal candidate will enjoy complicated and...

Job DescriptionWe are seeking an experienced Part-Time Bookkeeper Accountant to join our team at Premier Outdoor Living and Design. This role involves managing financial records, analyzing data, and developing strategies to improve financial efficiency.Salary: $32-$45 per hour (estimated 15-20 hours/week)Key ResponsibilitiesManage financial records,...