Strategic Wealth Management Specialist

Job OverviewWe are seeking a highly skilled and experienced Strategic Wealth Manager to join our team at BNY Mellon. This is an exciting opportunity for a seasoned professional to lead a group of team members and drive business growth in the wealth management industry.

About iCapitaliCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative solutions have transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With approximately $200...

About iCapitaliCapital is a pioneering financial technology company that has revolutionized the alternative investment marketplace. Our cutting-edge platform empowers advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With approximately $180...

About Marcus EvansMarcus Evans is a global business intelligence and event marketing company with over 40 years of experience in developing relationships and closing deals. Our Family Office Group is a private practice that sources unique investment opportunities for single-family and multi-family offices worldwide.We offer exclusive access to the highly...

About the RoleiCapital Network is seeking an experienced Vice President to lead Implementation Specialists as they manage platform integrations for new and existing clients.Responsibilities• Drive successful end-to-end integrations for new and existing iCapital clients, including Wealth Managers and Asset Managers, as well as third-party data integrations...

About ZinniaZinnia is revolutionizing the insurance industry by simplifying how people buy, sell, and administer insurance products. Our intuitive enterprise technology solutions and data insights empower clients to make informed decisions.We have a proven track record of success, with over $173.7 billion in assets under administration across 100+ carrier...

About iCapitaliCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With over $200 billion in...

iCapital is a leading financial technology platform transforming the alternative investment marketplace. Our innovative solutions empower advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for high-net-worth clients. With approximately $200 billion in global client assets...

Job OverviewiCapital is pioneering the world's alternative investment marketplace with its cutting-edge financial technology platform. This innovative platform has revolutionized how advisors, wealth management firms, asset managers, and banks assess and recommend bespoke public and private market strategies for their high-net-worth clients.The company...

About the RoleWe are seeking a skilled Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will play a critical role in helping clients achieve their long-term financial goals.Job OverviewIn this position, you will partner with clients to understand their financial needs and develop personalized strategies to help them achieve...

Job DescriptionOverview:To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.Job Responsibilities:The Nurse Care...

Job Overview:A prestigious country club seeks a detail-oriented and experienced Financial Operations Manager to oversee and manage financial operations. The ideal candidate will bring a strong background in accounting, excellent organizational skills, and a commitment to providing top-notch service in a collaborative environment.Key...

Job OverviewPosition yourself for success as a skilled Executive Assistant to a high-profile C-Suite Executive at a global tech firm.This role requires a dedicated professional to provide top-notch support, multitasking, and prioritize tasks with exceptional organization and ownership. The ideal candidate should thrive in a mission-driven culture, fostering...

Job SummaryThis is a highly specialized role that requires a deep understanding of global financial operations and tax regulations. As the Strategic Tax Director, you will be responsible for leading our Customer Tax team to ensure compliance with US federal, state, and non-US requirements related to client tax reporting, withholding tax, and tax...

Company OverviewMarcus Evans is a global business intelligence and event marketing company with 49 offices in over 20 countries. Our Family Office Group is a private practice within Marcus Evans, focused on sourcing unique investment opportunities for single-family and multi-family offices worldwide.Job SummaryWe are seeking an Account Executive to develop...

An innovative investment services company in the Northeast is seeking a seasoned Lead Financial Operations Manager to oversee its portfolio companies' financial management. The ideal candidate will possess strong leadership skills and experience in overseeing external bookkeepers, managing accounts payable processes, and optimizing financial workflows. This...

We are a payment processing company that empowers people and improves their organizations.Our mission is to provide the tools they need to change the future of their business.The Financial Operations Specialist plays a crucial role in managing the financial health of our payment processing operations. This position oversees the entire accounts receivable...

Compliance Role at Larson MaddoxLarson Maddox, a major player in the Alternative Investment Management sector, is seeking a seasoned Compliance professional to drive governance and risk management initiatives.This senior leadership position will focus on developing and implementing effective policies and procedures to mitigate risks and ensure compliance...

The Nursing Department at Grassi is seeking an experienced and skilled Associate Director of Nursing to join our team.About the Role:This senior nursing leadership position plays a crucial role in shaping the delivery of high-quality care to our residents, working closely with the Director of Nursing (DON) to achieve operational excellence.The Associate...

About the RoleWe are seeking a highly skilled Senior Tax Associate to join our Private Client Services practice at Andersen. In this role, you will manage and support your team on multiple engagements for a wide range of sophisticated clients, including wealthy families, family offices, and owner-operated businesses.Key ResponsibilitiesReview and prepare...