3d
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AREA MANAGER II - CFA
Phoenix, Arizona, United States
FieldFull Time
5+ YOE5+ Mgmt5+ years site/project leadership in technical installation environments, bachelor\u0002s degree or equivalent, ability to manage budgets, hire and develop teams, strong communication and problem-solving, valid driver\u0002s license, up to 25% travel.
Automated Material Handling Systems (AMHS), PLC, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Project
2mo
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Forensic Accounting Senior Associate (Construction)
New York or Philadelphia or Chicago or San Francisco or Phoenix
HybridFull Time
2+ YOEBachelor's degree; 2+ years in real estate/construction advisory; CPA/CFE/CMA/CFA/CIA/PMP preferred.
Microsoft Excel, Microsoft Office, Data analysis tools
3mo
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Product Manager Annuities and Life
Scottsdale, Arizona, United States
OnsiteFull Time
Bachelor’s degree in business/finance/economics; MBA/CFA/FRM a plus; strong Excel/PowerPoint; experience with product development and project management.
Microsoft Excel, PowerPoint, PowerBI, Tableau
1mo
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Alternative Invest Supv 2
Chicago or Englewood or Tempe or Milwaukee
$111k-$131k/yr OnsiteFull Time
7+ YOEBachelor's in accounting/finance or equivalent, 7-9 years in alternative investments, supervisory experience, PCS (Investran)/Cascade/Advent familiarity and Microsoft Office skills; CPA or CFA preferred.
PCS (Investran), Cascade, Microsoft Office, Advent
2mo
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Associate, Restructuring
Scottsdale, Arizona, United States
$125k-$145k/yr OnsiteFull Time
2+ YOE2+ years experience in restructurings/investment banking/consulting; BA/BS or MBA/MS; CPA/CFA/CIRA or progress toward; advanced Excel/PowerPoint; travel up to 100%.
Excel, PowerPoint
1mo
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Director, Consultant Relations
Seattle or Los Angeles or San Francisco or Phoenix or Denver
$200k-$225k/yr HybridFull Time
10+ YOE10+ years working with institutional consultants, Series 7 and 63 required, strong investment due diligence and sales skills, willingness to travel ~50%, CFA/CAIA/MBA preferred.
2w
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Institutional Investment Consulting Associate
Seattle or San Francisco or Southfield or Phoenix or St. Louis or Irvine or Los Angeles or Columbus or Denver or Chicago or Dallas or Minneapolis or Pittsburgh
$67k-$134k/yr HybridFull Time
2+ YOEBachelor's degree,2+ years investment experience,knowledge of performance/risk metrics,proficiency in Microsoft Excel/Word/PowerPoint,and pursuing or willing to obtain CFA/CAIA/CIMA/CIPM.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
7+ YOE7+ years wealth management experience with high-net-worth clients; bachelor’s degree required; CFP/MBA/CFA/JD preferred; strong sales, planning, and investment knowledge.
2mo
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Regulatory Reporting AVP - Capital & Regulatory Reporting
Tempe or Jersey City
$87k-$147k/yr HybridFull Time
4+ YOE4-6 years in regulatory/capital reporting in banking; Basel III/FR Y-9C; strong analytics; Axiom SL, Excel; Bachelor's in related field; CPA/CFA preferred.
Axiom SL, Excel, Tableau, Power BI
3w
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Private Wealth Advisor - FineMark
Scottsdale, Arizona, United States
OnsiteFull Time
7+ YOEBachelor's in finance/economics or equivalent; 7+ years managing investment portfolios; proficiency with Microsoft Word/Excel/Teams/Outlook; Salesforce preferred; valid driver's license; CFA/CFP preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
1d
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Senior Consultant, Business Valuation (ABV or CVA required)
Phoenix, Arizona, United States
$75k-$90k/yr HybridFull Time
Business valuation experience, valuation certification (ABV/CVA/ASA/CFA) or CPA, Bachelor’s degree, strong Excel/Word skills, report drafting, data analysis, and ability to travel as needed.
Microsoft Excel, Microsoft Word, QuickBooks, IDEA, ACL, Tableau, RMA, CapIQ, Able2Extract, DLOM
1mo
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Director/Senior Director, Originations
United States or Atlanta or Dallas or Chicago or Phoenix
FieldFull Time
7+ YOE7+ years CRE debt origination experience, demonstrated production track record, ability to source and lead loan transactions, strong communication and commercial judgment; CFA/CAIA/MBA a meaningful plus.
CRM
1mo
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Treasury Advisory Manager/ Senior Manager
Albany or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Austin or Chicago or St. Petersburg or Pittsburgh or Hartford or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Boston or Denver or Philadelphia or Des Moines or Overland Park or Los Angeles or Walnut Creek or Charlotte or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$294k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5+ years treasury/consulting/finance advisory experience, strong analytical and communication skills, ability to travel; MBA/MSF or designations (CFA/CPA/FRM/CTP) preferred.
3w
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Executive Accounting and Finance Recruiter
Phoenix, Arizona, United States
$65k-$80k/yr HybridFull Time
2+ YOEBachelor's degree required; 24–36 months experience in audit/tax/public accounting or relevant talent solutions preferred; recruiting or business development experience and professional designations (CPA/CFA/MBA) are a plus.
Bullhorn
1mo
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Sr. Consultant - Investment Performance Attribution
Stamford or Jersey City or Chicago or Tempe
$132k-$224k/yr OnsiteFull Time
5+ YOE5+ years in investment management with attribution, quantitative or risk analytics experience; proficiency with attribution/risk models; strong analytical, communication, and programming/data skills; Bachelor's or Master's degree; CFA/CIPM preferred.
Aladdin, FactSet, Perform, Bloomberg, Morningstar
3w
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Quantitative Portfolio Construction Analyst - Optimization
St. Louis or Tempe or United States
HybridFull Time
5+ YOEBachelor's in a quantitative field and CFA (completed or in progress) required; Series 7/66 or ability to obtain; 5+ years portfolio construction/optimization experience; proficiency with Microsoft Office, Python, Tableau, and investment risk systems.
Microsoft Office, Python, Tableau, Aladdin, Axioma
1mo
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Market Analyst
Vancouver or Toronto or Los Angeles or Seattle or Phoenix or Chicago
$120k-$250k/yr OnsiteFull Time
5+ YOE5+ years equity research or investment analysis experience, bachelor’s in finance/economics/accounting, strong mining/commodities knowledge, financial modeling and valuation skills, proficiency with Excel/Bloomberg/Capital IQ, CFA preferred.
Microsoft Excel, Bloomberg, Capital IQ
2mo
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Senior Wealth Advisor
Phoenix or New Mexico or Arizona or Oregon or Oklahoma or Las Vegas
$121k-$170k/yr OnsiteFull Time
7+ YOEBachelor's degree, 7+ years financial planning and investment experience, financial accreditations (CPA, PFS, CFP, CFA) preferred, strong regulatory history, proficiency with Envestnet/Tamarac, Junxure, Orion, Redtail, and Microsoft Office.
Orion, Redtail, Microsoft Office, Envestnet/Tamarac, Junxure, Spiirall
3w
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Key Account Executive - Industrials
Chicago or Washington or Oklahoma City or San Francisco or Philadelphia or Houston or Denver or Atlanta or Nashville or Miami or San Diego or Phoenix or Orlando or Los Angeles or Dallas or Des Moines or Minneapolis or Tampa or Austin or New York City or Baltimore or Charlotte or Kansas City or Boston
$147k-$261k/yr OnsiteFull Time
7+ YOE7+ years account management or enterprise sales experience in professional services; bachelor’s preferred; CPA/CFA a plus; mastery of account planning, cross-sell, relationship management; advanced M365 and CRM analytics skills.
Microsoft M365, CRM analytics, business intelligence tools
1mo
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Wealth Advisor, Schwab Wealth Advisory
Phoenix, Arizona, United States
$100k-$145k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or equivalent). Client-focused financial planning skills, strong time management, coachability, and ability to translate complex concepts; CFP®/CFA® preferred.