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Found 439 jobs

Portage Point Partners
Managing Director, Investment Banking
Portage Point Partners
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Management Consulting
Financial Services
Business Advisory
United StatesOffice
$1200k - $3000k
Full-time
Senior
Consultant
This role involves leading transaction execution, developing client relationships, and contributing to the growth of the healthcare M&A practice. It offers a high-impact leadership opportunity within a fast-growing consultancy backed by New Mountain Capital.
$1200k - $3000k
Drivepointcontractors
Senior Strategic Finance Manager
Drivepointcontractors
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construction
civil-engineering
United StatesRemote
$115k - $140k
Full-time
Senior
Director
This remote role involves building financial models, supporting budgets and forecasts, and advising founders and finance leaders. It offers exposure to innovative AI-driven finance solutions and high-growth consumer brands.
$115k - $140k
Pinwheel
Presales Solutions Engineer
Pinwheel
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Financial Technology
Software Development
Payroll
United StatesNew York, New York – Office
$125k - $150k
Full-time
Mid-level
Consultant
H1B Visa Sponsor
This role involves conducting product demos, designing solutions, and supporting sales efforts in a hybrid NYC office. The candidate will act as a technical translator and trusted advisor for prospects and clients.
$125k - $150k
GLI Advisors
Account Executive
GLI Advisors
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construction
budget-management
procurement
United StatesChicago, Illinois – Office
$60k - $120k
Full-time
Mid-level
Account Executive
Join Glia as an Account Executive to help expand our AI customer service platform within top-tier enterprise clients. This role involves strategic sales, negotiation, and fostering growth in the financial sector.
$60k - $120k
Milhouse
Vice President, Power
Milhouse
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zoos-and-botanical-gardens
architectural
aviation
United StatesChicago, Illinois – Office
$194k - $250k
Full-time
Mid-level
Client Services
This role involves leading substation and distribution operations, managing teams, ensuring project delivery, and driving business growth. The VP plays a key role in strategic planning, compliance, and client engagement within the power utility industry.
$194k - $250k
Vestwell
Business Development Associate
Vestwell
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finance
defined-contribution-plan
finance-technology
United StatesHybrid
$65k - $80k
Full-time
Mid-level
Sales
The role involves managing the full sales cycle, prospecting, building relationships with financial advisors, and achieving sales KPIs. It requires experience in B2B sales, especially in fintech or retirement services, and a strong sales methodology.
Match found in description
$65k - $80k
Multiply
Customer Success Manager
Multiply
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it-services-and-it-consulting
e-learning-providers
technology-information-and-internet
United StatesOffice
$145k - $175k
Full-time
Mid-level
Technical Customer Success Manager
The role involves launching benefits, driving engagement, and building long-term client relationships. It requires managing implementations, optimizing strategies, and acting as the voice of the customer.
$145k - $175k
Rogosin
Associate, Strategic Opportunities
Rogosin
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hospital-and-health-care
cancer-research
dialysis
United StatesNew York, New York – Office
Full-time
Mid-level
IT Support
Rogo is developing Wall Street's first AI analyst, offering a unique opportunity to work on innovative financial AI solutions. The role involves leading strategic projects, collaborating with top finance professionals, and driving impactful outcomes in a fast-paced environment.
Portage Point Partners
Senior Associate, Transaction Advisory Services // State & Local Tax
Portage Point Partners
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Management Consulting
Financial Services
Business Advisory
United StatesRemote
$175k - $250k
Full-time
Senior
Consultant
This role involves performing tax due diligence, supporting client transactions, and contributing to a high-performance culture. It requires collaboration with senior leaders and mentorship of junior team members.
$175k - $250k
Dadavidson
Investment Banking Analyst
Dadavidson
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financial-services
acquisitions
award-winning-research
United StatesRemote
$95k - $115k
Full-time
Mid-level
Consultant
This full-time position at D.A. Davidson requires developing financial models, preparing analytical content, and assisting with mergers, acquisitions, IPOs, and advisory services. The analyst will work closely with industry teams and participate in client meetings and transactions.
$95k - $115k
Atlas Speed Training
Senior Software Engineer
Atlas Speed Training
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sports
United StatesRaleigh, North Carolina – Office
Full-time
Senior
Developer Relations (DevRel)
Join ATLAS SP as a Senior Software Engineer to build proprietary applications for asset management. Collaborate with teams to streamline portfolio and collateral management processes.
Focus Financial Partners
Client Service Lead
Focus Financial Partners
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financial-services
wealth-management
asset-management
United StatesRemote
$80k - $85k
Full-time
Leadership
Client Services
This role involves delivering accurate client service, managing operational tasks, and collaborating cross-functionally in a hybrid work environment. The position requires extensive industry experience and proficiency with CRM systems like Salesforce.
$80k - $85k
World Savvy
401k Operations Specialist
World Savvy
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education-management
community-service
education
United StatesNew York City, New York – Office
$104k - $120k
Full-time
Mid-level
Operations
Savvy Wealth is seeking a 401k Operations Specialist to handle plan onboarding, data management, and compliance tasks. The role requires deep expertise in ERISA regulations and client service within the corporate 401k space.
$104k - $120k
L
Project Management Information Systems (PMIS) Solution Architect
Lusternational
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United StatesSan Francisco Bay Area – Remote
$140k - $180k
Full-time
Mid-level
Architect
This client-facing role involves guiding development teams, integrating enterprise systems, and leveraging AI technologies to enhance project management solutions. The position is based in the San Francisco Bay Area and is for future opportunities.
$140k - $180k
Mercer Advisors
Senior Wealth Advisor
Mercer Advisors
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finance
administration
advice
United StatesSan Francisco, California – Hybrid
$170k - $200k
Full-time
Senior
Operations
This role involves working closely with affluent clients to analyze their financial landscape, develop tailored recommendations, and leverage a team of experts to deliver holistic financial planning. The position offers a hybrid work schedule in San Francisco with a competitive salary and benefits.
$170k - $200k
B
Vice President, Debt
Bellwetheram 2
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United StatesDallas, Texas – Office
Full-time
Mid-level
Account Executive
The Vice President will manage a team handling commercial mortgage and structured debt products, mentor staff, and improve processes. The role involves client interaction, legal evaluation, and team leadership.
Microsoft Excel
PowerPoint
ARGUS Enterprise
Shein Law
Senior Marketplace Integration Specialist
Shein Law
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legal-services
asbestos-litigation
mesothelioma-legal-services
United StatesLos Angeles – Office
$92k - $150k
Full-time
Senior
Operations
This full-time role involves overseeing technical integrations between SHEIN Marketplace and third-party partners, ensuring smooth onboarding and operational success. The position requires cross-functional collaboration, troubleshooting, and process improvement to support SHEIN's growth in the e-commerce space.
$92k - $150k
D
Investment Banking Summer Analyst
Ducerapartnerscampus
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United StatesSan Francisco, California – Office
$110k - $110k
Full-time
Mid-level
Analyst
As a Summer Analyst at Ducera Partners, you will be involved in financial analysis, modeling, and transaction support across diverse deals. The role offers exposure to high-profile mergers, acquisitions, restructurings, and other strategic advisory services.
$110k - $110k
University of Nebraska–Lincoln
Investment Analyst/Associate
University of Nebraska–Lincoln
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higher-education
colleges
education
United StatesOffice
Full-time
Mid-level
Analyst
The role involves supporting acquisitions, asset management, and financial analysis for healthcare real estate investments. It offers exposure to a growing platform with opportunities in underwriting, due diligence, and portfolio management.
Microsoft Excel
PowerPoint
ARGUS Enterprise
Agentis Capital Advisors
Vice President, Investment Banking - Digital Infrastructure
Agentis Capital Advisors
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Financial Services
Investment Management
Private Equity
United StatesNew York, New York – Remote
$85k - $150k
Full-time
Mid-level
Consultant
As Vice President, you will spearhead Agentis' digital infrastructure advisory efforts in North America, overseeing transactions and team development. The role requires strategic leadership, industry expertise, and client relationship management.
Match found in description
$85k - $150k

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