• PowerToFly (San Francisco, CA)
    POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
    job goal (01/13/26)
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  • PowerToFly (San Francisco, CA)
    A financial services firm is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial ... Advisors daily. The role requires strong interpersonal skills and the ability to assist clients with their needs, including executing transactions and onboarding accounts. The ideal candidate will have a high school diploma, industry experience, and the… more
    job goal (01/13/26)
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  • Retirement Resource Center, LLC. (Mill Valley, CA)
    JobDescription We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for ... For more information, please visit Awards Disclosures. Applications Qualified applicants should apply here - https://beacon-pointe-advisors-llc.primepay-recruit.com/ job/982427/ senior - associate -wealth-advisor… more
    job goal (01/13/26)
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  • Hill, Barth & King LLC (Warrendale, PA)
    …client management, professional development, and business development activities Supervise and lead associate and senior associate team members to manage ... Tax Senior Manager - Non-Profit Solutions Group HBK is...according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our… more
    job goal (01/13/26)
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  • Hill, Barth & King LLC (King Of Prussia, PA)
    …client management, professional development, and business development activities Supervise and lead associate and senior associate team members to manage ... accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of… more
    job goal (01/13/26)
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  • T. Rowe Price (San Francisco, CA)
    …Provide insight and proactive ideas for improvement to optimize team's time and improve client experience* Work with senior leadership across T. Rowe Price and ... Oak Hill Advisors to ensure client needs are represented in the Alts product development...updates, product trends, advisor preferences for both private and registered investment structures.* Prior experience in private credit* Proven… more
    job goal (01/13/26)
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  • William Blair (Chicago, IL)
    …valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex ... and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due… more
    job goal (01/13/26)
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  • T. Rowe Price (San Francisco, CA)
    …Provide insight and proactive ideas for improvement to optimize team's time and improve client experience* Work with senior leadership across T. Rowe Price and ... Oak Hill Advisors to ensure client needs are represented in the Alts product development...updates, product trends, advisor preferences for both private and registered investment structures.* Prior experience in private credit* Proven… more
    job goal (01/12/26)
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  • Visa Inc. (Atlanta, GA)
    Associate Counsel, Global Privacy and Data Protection As part of the Global Privacy and Data Protection legal team, you will have opportunities to be involved in all ... privacy incidents. Work closely with global, cross-functional teams, including senior management, and collaborate with product, regulatory, and regional counsel… more
    job goal (01/13/26)
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  • William Blair (Chicago, IL)
    …serve as a sounding board for structuring complex deals. Build relationships with client senior executives. Review the work of associates and analysts. Provide ... William Blair's advantages versus competitors. Build and maintain relationships with client senior executives. Consistently exceed client expectations.… more
    job goal (01/13/26)
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