121 results for Private Wealth Management jobs

Wealth Management Advisor

Minneapolis, MN
onsite
Permanent
100000 - 130000 USD / Yearly
Our client, a leading Registered Investment Advisory firm in the Twin Cities, is seeking a Wealth Management Advisor to join their team. In this role, you will provide personalized financial planning and investment management services to an established client base while collaborating with colleagues in a supportive and team-oriented environment. This position offers the opportunity to build strong client relationships and contribute to their financial success. Responsibilities:• Develop and implement customized financial plans covering areas such as retirement, investment strategies, cash flow management, tax planning, asset protection, and estate planning.• Conduct detailed financial analyses tailored to individual client goals, values, and priorities.• Prepare for and actively participate in client meetings, ensuring comprehensive follow-up and gradually assuming full management of client relationships.• Lead client meetings independently, explaining complex financial concepts and strategies with clarity.• Work closely with the Client Service Team to ensure seamless client support and service delivery.• Build new client relationships by collaborating with community strategic partners.• Contribute to the firm’s collective goals by fostering teamwork and supporting colleagues. If you are interested in joining this leading Register Investment Advisory firm please contact Douglas Rickart on LinkedIn, call Doug at 612-804-2132 or apply through the link provided.
2026-04-03T00:00:00Z

Private Wealth Relationship Manager - 1 Day/Wk in office!

Orinda, CA
onsite
Permanent
95000 - 110000 USD / Yearly
Please apply here and ping me on LinkedIn at Jeffrey Abrams. A fee-only Registered Investment Advisory firm operating under a fiduciary standard, focused on delivering personalized financial guidance. The firm provides retirement planning, investment management, and holistic financial advisory services, emphasizing long-term client relationships and acting in clients’ best interests at all times. Role SummaryThis is a client-facing operations and relationship management role supporting financial advisors and ensuring a seamless client experience. The position combines administrative precision with strong interpersonal skills, involving account setup, asset transfers, reporting, and ongoing client service. The individual will serve as a key point of contact between clients, internal teams, and external custodians, while also helping deepen client relationships and introduce additional advisory services where appropriate. Key Responsibilities<ul><li>Support onboarding of new clients and account transitions</li><li>Process account paperwork, transfers, distributions, and RMDs</li><li>Coordinate with custodians to execute account-related requests</li><li>Maintain accurate records in CRM and track client requirements</li><li>Schedule client meetings and support advisor workflows</li><li>Communicate client needs internally and ensure timely follow-up</li><li>Assist with client engagement initiatives and special projects</li></ul>
2026-04-10T00:00:00Z

Personal Banker

Cerritos, CA
onsite
Temporary
22 - 23 USD / Hourly
We are looking for an experienced Personal Banker to join our client's team on a contract basis in Cerritos, California. In this role, you will provide exceptional customer service while assisting clients with their financial needs and transactions. This position requires strong attention to detail, adherence to banking regulations, and the ability to effectively recommend products and services that align with customer goals. Responsibilities:• Deliver outstanding customer service by addressing financial needs and providing tailored solutions.• Perform a variety of banking transactions, including deposits, withdrawals, wire transfers, and account openings.• Maintain and balance a cash drawer while ensuring all transactions are accurate and secure.• Build strong relationships with customers by understanding their financial goals and recommending appropriate products and services.• Resolve customer inquiries and issues promptly, ensuring satisfaction and compliance with banking policies.• Monitor and manage customer accounts, including overseeing transaction accuracy and fraud prevention.• Support branch visibility efforts by participating in sales and marketing activities to meet business objectives.• Conduct follow-up calls to assess customer satisfaction and identify opportunities for portfolio growth.• Ensure compliance with federal and state banking regulations, including anti-money laundering and customer due diligence requirements.• Maintain accurate records and logs related to customer interactions and lead generation.
2026-04-07T00:00:00Z

Personal Banker

Midland, TX
onsite
Contract / Temporary to Hire
20 - 25 USD / Hourly
We are looking for a motivated and customer-focused Personal Banker to join our team in Midland, Texas. This Contract to permanent position offers an exciting opportunity to work closely with individual and small business clients, providing tailored banking solutions and building lasting relationships. If you’re passionate about delivering exceptional service and have a strong background in banking, we invite you to apply. Responsibilities: • Build and maintain strong customer relationships by offering personalized banking solutions to individuals and small businesses. • Market and promote a variety of credit and non-credit products and services to meet client needs. • Provide ongoing account servicing both in-branch and through external client visits. • Operate teller windows efficiently and accurately while adhering to regulatory and company standards. • Assist customers in opening new accounts and completing consumer loan applications. • Stay informed about community banking services and products to effectively address customer inquiries. • Collaborate with team members to ensure seamless service delivery and client satisfaction. • Monitor account activity to identify opportunities for cross-selling banking products. • Ensure compliance with company policies and industry regulations in all transactions. • Proactively address customer concerns and resolve issues to maintain trust and satisfaction.
2026-04-10T00:00:00Z

Private Investment Fund Attorney

Stamford, CT
onsite
Permanent
171000 - 290000 USD / Yearly
We are looking for a motivated Private Investment Fund/Investment Management Attorney to join our team in Stamford, Connecticut. This role is ideal an attorney who is eager to contribute to fund formation and investment management matters. The successful candidate will work closely with clients and senior attorneys, advising private investment fund sponsors and institutional investors. Responsibilities:• Assist with the establishment of private investment funds, including private equity, hedge funds, and other alternative investment vehicles.• Draft, review, and refine essential fund documents such as private placement memoranda, partnership or operating agreements, subscription agreements, and side letters.• Facilitate negotiations with investors and analyze investor-related documentation, including co-investment materials.• Ensure compliance with securities laws by addressing exemptions under federal and state regulations.• Conduct in-depth legal research on regulatory issues related to funds.• Coordinate fund launch processes, including managing timelines and overseeing closings.• Collaborate with senior attorneys, clients, and fund administrators to ensure seamless project execution.
2026-04-13T00:00:00Z

Wealth Analyst at Thriving RIA

San Ramon, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-31T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T00:00:00Z

Operations Manager - Client Service Wealth Management

Concord, CA
onsite
Permanent
130000 - 175000 USD / Yearly
Operations Manager – $4B+ East Bay RIAJennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing over $4B in AUM to hire an Operations Manager to lead a team of talented Client Service Associates.This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.Responsibilities<ul><li>Oversee day-to-day operations supporting advisors and high-net-worth clients</li><li>Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting</li><li>Identify and implement process improvements to support the firm’s continued growth</li><li>Oversee client onboarding, account administration, and account transfers</li><li>Ensure operations adhere to regulatory and internal compliance standards</li><li>Manage and optimize CRM, portfolio reporting, and workflow automation systems</li><li>Drive system integrations, automation initiatives, and implementation of AI tools where applicable</li></ul>
2026-04-04T00:00:00Z

Manager Investor Services

Glendale, CA
onsite
Temporary
55 - 60 USD / Hourly
We are looking for an experienced Manager of Investor Services to join our team in Glendale, California. In this long-term contract role, you will oversee critical investor services operations, ensuring seamless communication and collaboration with key stakeholders. This position offers the opportunity to work on high-impact projects and contribute to the organization’s investor relations and financial reporting efforts. Responsibilities:• Supervise the Investor Services team, ensuring effective execution of stakeholder initiatives and communications.• Manage and coordinate company news releases, ensuring timely distribution to internal and external parties.• Collaborate with finance, accounting, and legal teams to oversee quarterly distributions, security issuance, and redemptions.• Serve as the primary point of contact for retail shareholders, addressing inquiries related to company filings, tax documentation, ownership transfers, and Forms 1099.• Administer limited partnership activities, including distribution processing, tax statement preparation, consent solicitation, and tender offers.• Assist in the preparation of Annual Reports, Proxy Statements, and organization of Annual Shareholder meetings.• Maintain relationships with external entities such as the New York Stock Exchange, transfer agents, financial printers, and news release providers.• Oversee administrative tasks for the Investor Services team, including contract management, invoice processing, and website updates.• Support the executive team and Board of Trustees by executing special projects and preparing detailed reports.• Drive operational excellence within the Investor Services team, ensuring adherence to deadlines and high-quality deliverables.
2026-03-16T00:00:00Z

Investment Executive

Hyannis, MA
onsite
Permanent
60000 - 90000 USD / Yearly
We are looking for a skilled and client-focused Investment Executive to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals. Responsibilities:<ul><li>Develop and implement personalized investment strategies that align with clients' financial objectives.</li><li>Manage and grow a portfolio of client relationships by delivering exceptional service and advice.</li><li>Execute investment transactions with precision while adhering to compliance and regulatory standards.</li><li>Identify opportunities to expand business through proactive networking and relationship-building.</li><li>Collaborate with internal teams to ensure a seamless and efficient client experience.</li><li>Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.</li><li>Prepare and present detailed financial plans and investment strategies to clients.</li><li>Facilitate insurance solutions that complement clients' overall financial plans.a</li></ul>
2026-03-25T00:00:00Z

Investment Executive

Cambridge, MA
onsite
Permanent
55000 - 80000 USD / Yearly
We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-04-10T00:00:00Z

Investment & Cash Manager

Minneapolis, MN
onsite
Temporary
55 - 75 USD / Hourly
We are looking for an experienced Investment & Cash Manager to join our team in Minneapolis, Minnesota. This long-term contract position offers the opportunity to manage complex investment and treasury operations within a dynamic portfolio environment. The ideal candidate will play a critical role in ensuring financial accuracy, operational efficiency, and seamless collaboration between internal and external stakeholders. Responsibilities:• Oversee monthly close processes in collaboration with the custodial bank, ensuring the accuracy and timely completion of financial data for a portfolio encompassing hundreds of funds and managers.• Validate wire instructions and serve as the primary point of contact for wire-related documentation and verification.• Prepare and review monthly and quarterly financial reports for rating agencies, utilizing operating pools to manage liquidity.• Partner with internal accounting services and custodial banking teams to reconcile statements, validate NAVs, and resolve discrepancies.• Address missing statements and reconcile fund accounting data, working directly with fund managers to resolve data-related issues.• Analyze and organize investment data using AI-enabled systems, ensuring proper processing and manual intervention when necessary.• Collaborate on operational restructuring efforts to streamline processes and enhance efficiency.• Coordinate with Directors overseeing investment and treasury operations to ensure smooth cross-functional execution.• Support fiscal year-end activities and audit processes, ensuring compliance and readiness.• Train and onboard team members, facilitating knowledge transfer and operational continuity.
2026-03-20T00:00:00Z

Wealth Advisor - RIA Firm - Hybrid

Foster City, CA
onsite
Permanent
150000 - 170000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a highly respected, employee-owned RIA in the East Bay to hire a Financial Planner / Wealth Advisor who thrives in a relationship-driven environment and wants to make a meaningful impact with clients.This is an opportunity to step into a well-supported advisory seat where your focus is on what matters most—guiding clients through complex financial decisions and building long-term trust—not getting bogged down in operational noise. The OpportunityYou’ll take ownership of a defined book of approximately 80–100 client relationships, helping individuals and families navigate their financial lives with clarity and confidence. The firm emphasizes deep, ongoing partnerships, not transactional advice.With strong internal infrastructure across investments, operations, and marketing, you’ll have the support needed to stay focused on delivering high-quality advice and growing relationships. What You’ll Do<ul><li>Serve as the primary advisor for a portfolio of clients, providing comprehensive financial planning and investment guidance</li><li>Build lasting relationships by understanding each client’s goals, values, and long-term vision</li><li>Develop and execute customized financial plans spanning retirement, tax strategy, estate considerations, and philanthropic goals</li><li>Partner with external professionals (CPAs, attorneys, etc.) to coordinate complex financial situations</li><li>Guide clients through life transitions and evolving financial needs with a proactive, planning-first approach</li></ul> What Sets This Firm Apart<ul><li>Manageable client load: Advisors typically work with ~60–75 relationships, allowing for deeper, more meaningful engagement</li><li>Specialized client niches: Work alongside colleagues who focus on distinct client segments (e.g., tech professionals, attorneys, executives, medical specialists)</li><li>Strong team stability: High tenure and a collaborative, supportive culture</li><li>Employee ownership: 100% employee-owned with a clear path to equity participation</li><li>Inclusive environment: A diverse team with strong female representation across the firm</li></ul>
2026-03-31T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-04-10T00:00:00Z

Financial Advisor

Albany, NY
onsite
Permanent
60000 - 80000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: • Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. • Conduct thorough financial analyses and prepare reports, projections, and recommendations. • Collaborate directly with clients to understand their financial objectives and provide personalized solutions. • Create estate flowcharts and other visual aids to simplify complex financial concepts. • Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance. • Offer financial counseling and advice to support clients in making informed decisions. • Utilize computer systems and tools to efficiently manage data and client information. • Handle inside sales activities to promote financial services and expand client relationships. • Provide remote assistance and virtual consultations to clients as needed.
2026-03-30T00:00:00Z

Financial Advisor

Edgartown, MA
onsite
Permanent
65000 - 70000 USD / Yearly
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-03-25T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent
80000 - 125000 USD / Yearly
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location. Key Responsibilities:Support senior advisors with client relationship managementBuild relationships with prospective clients and leverage referral networksDevelop new business through networking and centers of influenceProvide personalized financial guidance across investment, retirement, estate, tax, and insurance planningConduct regular client reviews and stay current on market trends
2026-03-25T00:00:00Z

Financial Advisor

Minneapolis, MN
onsite
Permanent
80000 - 100000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry. Responsibilities:• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.• Analyze market trends and client portfolios to create effective investment strategies.• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.• Utilize financial planning software to optimize client portfolio management and reporting.
2026-03-27T00:00:00Z

Financial Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a Financial Manager to join our team in Dallas, Texas. This role is crucial in providing financial analysis and management reporting while supporting the Regional Financial Controller in all finance-related matters. The ideal candidate will play a key role in ensuring the accuracy and efficiency of financial processes, reporting, and audits. Responsibilities: • Collect and organize financial data from operating companies and special purpose vehicles to ensure accuracy. • Collaborate with shared services teams to maintain precise and timely financial reporting. • Support the monthly financial close process, ensuring all tasks are completed efficiently. • Prepare and analyze financial reports, addressing discrepancies and delivering actionable insights. • Contribute to the preparation of financial statements, ensuring compliance with standards. • Assist in the annual audit process, coordinating efforts to complete audits within established deadlines. • Conduct variance analysis, evaluate past performance, identify trends, and recommend improvements. • Aid in the management and reporting of debt, ensuring transparency and accuracy. • Drive process improvements by developing standardized and ad-hoc financial reports. • Perform monthly balance sheet reconciliations and provide commentary on profit and loss statements.
2026-03-13T00:00:00Z

Financial Manager

McLean, VA
onsite
Permanent
130000 - 140000 USD / Yearly
Financial Manager – Construction & Infrastructure ProjectsAre you a skilled financial professional with experience in budgeting, cost analysis, procurement planning, supervisory tasks, and working in the construction or similar industry? This is an exciting opportunity for you to make an impact by supporting critical infrastructure and large multi-year programs. As part of the Finance Management team, you will work closely with project management teams on budgeting, forecasting, cost analysis, billing, and procurement strategies to ensure projects are delivered efficiently, remain cash-positive, and stay compliant with contract expectations. This position also offers the opportunity to conduct high-level interactions with project teams, customers, and executives to deliver accurate financial data and insights that drive key business decisions.ResponsibilitiesProject Cost Control<ul><li>Collaborate with project teams to prepare accurate budgets and forecast manpower needs for multi-year programs</li><li>Perform weekly budget vs. actual analysis, identify variances, and address with project managers</li><li>Establish and maintain cash flow forecasts, ensuring that the project remains cash-positive</li><li>Ensure monthly complex billing submissions are accurate and timely</li><li>Track contract reconciliations and changes to reflect accurate financial data</li><li>Conduct efficient Key Project Reviews (KPR) to monitor project financials and performance</li><li>Support project teams with monthly financial forms and provide variance explanations</li></ul>Project Procurement Planning<ul><li>Lead procurement planning efforts by collaborating with project teams to develop detailed plans post-award, ensuring compliance and logistical requirements are met</li><li>Ensure procurement is completed according to plan before 20% job completion and perform monthly analysis of purchased vs. planned budgets</li></ul>Award Management<ul><li>Enter orders into the CMS system promptly</li><li>Create work orders in the system for scheduling service operations</li><li>Generate and submit monthly billing for assigned projects in alignment with invoicing terms and conditions</li><li>Resolve billing concerns to ensure invoices are paid on time</li><li>Post invoices in both the customer’s system and the company’s accounting system</li><li>Prepare data for monthly reports and participate in weekly project meetings</li><li>Monitor contract compliance and ensure customer reporting aligns with billing requirements</li></ul>Why Join Us?This role offers an opportunity to work on mission-critical infrastructure projects, providing valuable financial insights and solutions that influence project success on a large scale. It is ideal for someone seeking growth with hands-on involvement across budgeting, procurement, billing, and financial analysis in a collaborative environment where innovation and excellence are key values. This is a newly created position due to growth with tremendous opportunity to continue to advance your career while working in a collaborative fast-paced environment in a highly visible role
2026-03-16T00:00:00Z

SVP, Managed Assets

Needham, MA
onsite
Permanent
180000 - 250000 USD / Yearly
We are seeking an experienced leader to oversee the Managed Assets Group within a banking environment with offices in MA & NH. This position requires a strategic thinker skilled in problem loan resolution, borrower engagement, and team leadership. You will play a vital role in guiding the bank’s recovery efforts, ensuring compliance, and driving results through collaboration and expertise. Responsibilities:<ul><li>Direct all aspects of collections, account workouts, litigation, and management of challenging borrower situations to ensure effective resolution strategies.</li><li>Conduct detailed financial and cash flow analyses to identify viable solutions for borrowers and problem loans.</li><li>Manage reporting functions, including the Bank's Watch List, Criticized Asset Reports, and Delinquency Reports, while chairing the Troubled Asset Review Committee.</li><li>Represent the organization at foreclosure auctions and oversee property management post-foreclosure.</li><li>Address and resolve account and collateral issues across diverse loan portfolios.</li><li>Provide training and mentorship to lenders, management, and entry-level staff to enhance organizational expertise in workout disciplines.</li><li>Lead recovery activities independently and collaborate with collections specialists and line officers to achieve optimal outcomes.</li><li>Develop and implement innovative strategies to mitigate losses and improve loan performance.</li><li>Serve as a trusted advisor to the organization, offering insights and recommendations on challenging borrower situations and recovery processes.</li><li>Ensure regulatory compliance and maintain high standards of operational excellence.</li></ul>
2026-03-16T00:00:00Z

Financial Planner for RIA Firm $4B+ AUM!

Walnut Creek, CA
onsite
Permanent
115000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established East Bay RIA managing $4B+ in AUM to add a Financial Planner to their growing team. This is a high-impact opportunity for a CFP® professional who enjoys building comprehensive financial plans, working directly with Advisors, and contributing to a collaborative, client-first environment—with only 2 days onsite! What You’ll Be Doing• Lead the development of comprehensive, customized financial plans for high-net-worth clients• Partner closely with Advisors and actively participate in client meetings as a financial planning expert• Drive the design, presentation, and execution of sophisticated planning strategies across retirement, tax, estate, and equity compensation• Conduct in-depth research on planning strategies, regulatory updates, and industry trends• Maintain and optimize client data within financial planning platforms• Help shape and refine internal planning processes, policies, and best practices• Act as a key resource to Advisors on complex planning scenarios and evolving client needs
2026-03-27T00:00:00Z

Finance

Boston, MA
onsite
Permanent
130000 - 170000 USD / Yearly
Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments. This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.
2026-04-10T00:00:00Z

Finance

Boston, MA
onsite
Permanent
115000 - 150000 USD / Yearly
A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.
2026-04-10T00:00:00Z

VP of Asset Management

Southfield, MI
onsite
Permanent
175000 - 230000 USD / Yearly
We are looking for a Vice President of Asset Management to provide strategic leadership and oversight of a diverse portfolio of income-producing assets. This role is pivotal in driving property-level performance, enhancing long-term value, and ensuring effective capital allocation. Working closely with senior leadership and cross-functional teams, the VP will play a key role in shaping portfolio strategies and achieving financial objectives. Responsibilities:• Develop and implement multi-year business plans to optimize large real asset performance and ensure long-term value creation.• Lead budgeting, forecasting, and capital planning processes to align with organizational goals and financial targets.• Evaluate opportunities for redevelopment, expansion, and acquisitions to enhance portfolio growth and profitability.• Design and implement scalable systems and processes to improve decision-making and operational efficiency.• Identify and address portfolio-level risks to safeguard investments and ensure sustainable performance.• Mentor and guide the asset management team to foster attention to detail and high performance.• Collaborate with Finance, FP&A, Revenue Management, Operations, and Marketing teams to ensure alignment on financial and operational objectives.• Drive portfolio strategy and oversee initiatives aimed at optimizing asset performance and financial returns.• Contribute to enterprise-level strategy and investment decisions as a member of the executive leadership team.• Conduct property visits and assessments, requiring occasional travel of 10-15%.For questions or immediate consideration please contact Jeff Sokolowski directly at (248)365-6131
2026-03-31T00:00:00Z