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21 Days AgoSaved
Remote
USA
115K-130K Annually
Senior level
115K-130K Annually
Senior level
Financial Services
Lead marketing integrations from LOI through 90+ days post-close, managing a small onboarding team, partnering cross-functionally to drive early growth activation, build scalable playbooks and automation, track KPIs, and step into execution to ensure smooth transitions for acquired advisor teams.
Top Skills: Wrike,Salesforce,Fmg Suite,Dealroom,Crm,Marketing Automation,Ai
22 Days AgoSaved
Remote
USA
87K-131K Annually
Senior level
87K-131K Annually
Senior level
Financial Services
Lead complex technical accounting tasks including ASC 340-40, M&A transaction support, audit-related documentation, technical accounting research, and ad hoc project support. Prepare reconciliations, amortization schedules, journal entries, and financial statement footnotes while collaborating cross-functionally to ensure GAAP compliance and improve processes.
Top Skills: ExcelWorkday
Reposted 22 Days AgoSaved
Remote
USA
175K-225K Annually
Mid level
175K-225K Annually
Mid level
Financial Services
The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.
Top Skills: Financial PlanningInvestment StrategiesWealth Management
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