• RIA Strategic Accounts…

    Raymond James Financial, Inc. (Springfield, IL)
    …Head of Research and Due Diligence, Product Gatekeepers and Platform Heads. + Expand investment exposure within the RIA channel by placing RJIM ETFs and Funds ... **Job Summary:** RJIM is seeking a Professional Buyer Director to focus on our distribution efforts via key placements, takeovers, and model assets at RIAs.… more
    Raymond James Financial, Inc. (07/26/25)
    - Related Jobs

  • Director of Operations

    Brokers International (Urbandale, IA)
    …+ Ability to multitask and manage multiple projects simultaneously + Prior management, Registered Investment Advisor and Broker Dealer experience required. ... Job Title: Director of Operations Business Unit: Brokers International Financial...step-change its ability to drive accelerated growth as a strategic partner. BI's culture is one of inclusion and… more
    Brokers International (09/04/25)
    - Related Jobs

  • Director , Alternative Investments Offer…

    Charles Schwab (Westlake, TX)
    …to ensure strategic alignment and progress on priorities to support our RIA clients. The Director will be energetic and enthusiastic about serving clients ... roadmap for wealth management at Schwab. Within WAS, The Director , Retail Alternative Investments Offer Management, will be a...Investments Offer Management, will be a part of the Investment & Offer Solutions (IOS) group. IOS is a… more
    Charles Schwab (09/04/25)
    - Related Jobs

  • Independent Solutions Growth Director

    Wells Fargo (Charlotte, NC)
    …Growth Director to support the Independent Solutions Channel, which includes FiNet and Registered Investment Advisors ( RIA ). This role is part of the ... travel (up to 50%) to engage directly with independent Financial Advisors and Registered Investment Advisors (RIAs) in the FiNet channel + Willingness to… more
    Wells Fargo (09/06/25)
    - Related Jobs

  • Director , Client Coverage Group

    Janus Henderson Investors (New York, NY)
    …content on platform of assigned clients and the overall relationship of Tier 3 accounts . + Liaise with National Account teammates on various client requests that ... management and sales coverage of Private Banks, Trust companies, and some RIA 's and Single-Family Offices throughout the Northeast. This role has a heavy… more
    Janus Henderson Investors (09/05/25)
    - Related Jobs

  • Senior Manager- Charitable Consulting

    Charles Schwab (Sacramento, CA)
    …tax planning concerns and planned giving alternatives. + Existing network of registered investment advisors, attorneys, CPAs, and family offices, preferably ... key growth results, as a team. + Specialized annual account plan implementation in alignment with DAFgiving360 strategic...specializing in national accounts and RIA consolidation. + Strong communication… more
    Charles Schwab (09/07/25)
    - Related Jobs