Career Opportunities

Looking for a new job?

Let Financial Headhunters Services help you in finding your next career opportunity. It doesn’t matter if you’re looking to move up the career ladder or to find a more challenging position.

  • Employee Benefits / Retirement Plans
  • Personal Trust / Estates / Private Banking
  • Securities Processing / Operations / Systems
  • Recordkeeping / Allocations / Conversions
  • Investments / Portfolio Management
  • Sales / Marketing
  • Pension Analysts / Administrators
  • Corporate Trust
  • Management

You can trust Financial Headhunters Services to protect your information. We do not mass-mail your resume to prospective employers. Instead, we focus on finding the right job for you. If something opens up that you’re a good match for, we’ll let you know. We also assign one counselor as your contact throughout the process. You will never have to worry about dozens of recruiters bothering you or potentially leaking your sensitive information.

Most importantly, it does not cost you anything to be represented by Financial Headhunters Services. All fees are employer-paid, so you have nothing to lose. Let us help you find your next position in the Trust and Wealth Management industries.

Financial Headhunters Services can assist you in your job search. No matter your area of expertise in the Trust and Wealth Management industries, we can help find the job you’re looking for.

#1846: VP & Sr. Trust Officer Defined Benefit/Taft-Hartley – Remote employee in Great Lakes region. Join a unique organization serving the needs of multi-employer plan sponsors. This role is to identify, pursue and close new relationships offering employee benefit trust custody services to multi-employer plan sponsors and key intermediaries. Through a consultative approach, you work both directly with plan sponsors, as well as leveraging your relationships with DB investment consultants. This is accomplished via periodic client meetings and discussions covering administrative and service components of their plan or plans. Travel is one week per month. Prior Taft-Hartley plan experience and defined benefit investment consultants networking preferred. The company offers a remote office environment, six-figure base salary, incentive plan and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.


#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1807: Institutional Advisor – Seattle, WA. Manage the on-going relationships for institutional clients including corporate retirement plans, foundations and endowments. Provide advice related to plan design, fiduciary governance and regulatory issues. Conduct plan committee meetings, present annual plan reviews for plan performance. Provide fee benchmarking and vendor evaluations. Work closely with in-house research team and investment specialists in setting asset mix, style diversification and manager performance. We are seeking a five-plus year professional with prior experience in consulting with institutional clients. CFA, AIF, CIMA or CFP® designations a plus. The company provides a strong base salary, annual bonus, comprehensive employee benefits. Relocation assistance is available. We have worked with the company in the past and know it well.

Submit ResumeMore info.

#1839: Asst. VP/VP – Central Kentucky. Be a part of a well-respected trust group with multiple office locations in Kentucky and over $1 billion in assets. The position will report directly to the head of trust services and assume an existing book of 150 accounts including irrevocable, revocable and special needs trusts, investment management and agency accounts. There will also be estate settlement duties occasionally and only minor sales expectations. The company has experienced exciting growth for the past ten-plus years and provides a wonderful working environment. We are seeking a five to fifteen year professional with strong interpersonal skills and having the CTFA is a plus. Experience may come from a trust group or legal experience. The company offers an outstanding base salary, excellent employee benefits, strong retirement program and relocation assistance.

Submit ResumeMore info.


#1827: Asst. VP/VP – Trust Administration – W. Texas. A fast growing and well-run fiduciary services provider seeks an experienced trust professional for their team. Reporting to the manager of administration and supervising one assistant, the administrator will assume an existing book of over 100 personal trusts, estates, investment agencies and custodial accounts. The person will provide sophisticated estate and financial planning services to clients with substantial wealth. We are seeking a five year (more is preferred) trust professional, with experience in trust administration and estate planning concepts, knowledge of fiduciary investment standards and strong presentation skills. JD, CFP® or MBA desired. The company offers an outstanding base salary, comprehensive employee benefits, excellent career opportunities and relocation assistance.

Submit ResumeMore info.


#1811: Manager Trust Services – SE. Wisconsin. Are you tired of the large bank mentality and the constant pressure for sales? I’m representing a strong, well-managed community bank that is seeking a trust professional to manage their trust department. In addition to managing client relationships, and managing the investment of trust assets, the trust officer will supervise trust operations and assist in promoting the bank through a community foundation. I have worked with the bank in the past and the president is a wonderful person to work with. The bank seeks a trust professional with 10 plus years in trust administration. A JD, CPA or CFP designation is helpful, along with the desire to run their own department. The company offers an attractive base salary, comprehensive employee benefits, relocation assistance and a great work/life balance.

Submit ResumeMore info.

#1913: Chief Compliance Officer – SE Wisconsin.An established wealth management firm seeks a key member of the team to monitor and improve the firm's compliance program. The CCO will ensure that all activities meet regulatory requirements and maintain all required filings and registrations - initial, amendments and renewals. Identify potential areas of compliance
vulnerability and risk; develop/implement corrective action plans for resolution of issues. We are looking for a 5 to 7 years professional having worked in compliance within a related field and a compliance certification (CFIRS, CRCM, etc.), is strongly preferred. The company has an excellent compensation package including a strong base salary and a company bonus program.

Submit ResumeMore info.


#1905: Operations Specialist – Minneapolis/St. Paul, MN. A premier provider of wealth management, trust and institutional custodial services, seeks a new member for the operations team. Reporting to the operations manager, the specialist will setup and perform account and asset maintenance. Also, duties include daily settlement of all trade activity, including income/dividend posting, corporate actions, and asset transfers. Establish fee schedules, generate and process fee payments. Cross train to serve as back-up to other team members. We are seeking a two to ten years operations professional, with experience in: trust, registered investment advisor or brokerage operations. The company has a strong base salary and above-market employee benefits. Relocation assistance is available.

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.


#1851: Fiduciary Tax Accountant – Milwaukee, WI. Join a progressive fiduciary services provider in their estate planning and probate area. The position prepares fiduciary income tax returns and estimated taxes for complex and simple trusts. The accountant will complete complex research, reconciliations and projects as assigned. The group prepares in excess of 800 returns. The candidate should have 3 to 5 years of prior experience dealing with trusts, high net-worth families, gift taxes and charitable trusts. Having a CPA designation or MS – Tax desired. Excellent exposure to the senior management team and strong career opportunities. The firm provides a strong base salary, (they have a wide salary range), bonus program, comprehensive benefits and relocation assistance. The manager of the team is a wonderful person to work with and creates a nice working environment.

Submit ResumeMore info.


#1850: Senior Tax Manager – Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage a group of six tax professionals. The position is a member of the senior management team, and will interface with Wealth Advisors and clients in presenting tax strategies. The tax manager will mentor junior tax analysts in providing tax planning needs for high-net-worth clients, including providing advice on cash-flow and tax planning recommendations. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.


#1842: SEC Compliance Analyst – SE Wisconsin. A new position due to growth, the analyst will report to the Chief Compliance Officer and assist with administration of the RIA’s compliance and cyber security program. Conduct the SEC-required annual review of policies and procedures, and work with operational departments to audit business processes to ensure compliance. Assist with calculation of regulatory assets under management and audit discretionary versus non-discretionary assets. Analyze errors that occur and coordinate with management for corrective actions. We are seeking a 3 to 5-year compliance specialist with experience at SEC-RIA, with strong understanding of the asset management industry/securities markets. The company offers an attractive office environment, strong salary, bonus program and comprehensive employee benefits.

Submit ResumeMore info.

#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.

#1907: Wealth Advisor – Iowa City/Cedar Rapids, IA. Be the primary contact serving a number of existing wealth clients for the delivery of comprehensive services, including financial planning, investment management, operations, relationship management and business development. Develop financial plans for clients utilizing MoneyGuidePro planning tool, and provide investment analysis as needed. Participate in external networking opportunities. Minimum of 5 years of experience with financial planning, portfolio accounting, and CRM software within wealth management or financial services, and either FINRA 65, CFP® or CPA certification desired.

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.


#1903: Fixed Income Portfolio Advisor – Greater Detroit, MI. Contribute to the overall success of an RIA serving fixed income portfolio clients. Manage taxable and tax-exempt fixed income securities for high-net-worth families, foundations, municipalities and others. The Investment Advisor will recommend strategies to optimize return and manage portfolio risk, and perform due diligence on debt issuers. The Advisor will make presentations to investment committees (ALCO), CEOs, and treasurers. We are seeking a five-plus year portfolio professional with strong fixed income investment experience and the CFP®, or CFA® is desired. The company offers an excellent base salary, discretionary bonus program, comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1902: VP/AVP Portfolio Manager – Greater Philadelphia, PA. Be a part of a well-respected investment management group providing sophisticated wealth management services. The portfolio manager will assume an existing book of high-net-worth clients with nearly $100 million in AUM and report to the senior wealth officer. Duties include client relationship management, implementing portfolio structure, trading of securities, asset reviews and rebalancing accounts as needed. We are seeking an investment professional with at least five years (more is preferred) of portfolio management or financial planning experience. Strong inter-personal skills and CFA® or CFP® desired. The company provides a strong base salary, exceptional employee benefits, and a company 401(k) plan.

Submit ResumeMore info.


#1855: Investment Officer/Business Development Officer – Quad-Cities, IA/IL. Join a growing and vibrant wealth management team serving the needs of high-net-worth clients and business owners. The position reports to the Sr. VP and will manage investments across a spectrum of clients. The investment officer will meet with clients to ensure investment goals are met and rebalance the accounts accordingly. In addition, the position will lead business development efforts, including developing client seminars, seeking contacts with centers of influence - to include accountants, attorneys, and the business community. We are seeking a five-plus year investment professional with strong interpersonal skills and the ability to increase the market presence to drive new revenue. The CFA, CFP® or FINRA7, 63 designations a plus. The company offers an excellent base salary, a comprehensive new business incentive plan, strong employee benefits and relocation assistance is available.

Submit ResumeMore info.

#1846: VP & Sr. Trust Officer Defined Benefit/Taft-Hartley – Remote employee in Great Lakes region. Join a unique organization serving the needs of multi-employer plan sponsors. This role is to identify, pursue and close new relationships offering employee benefit trust custody services to multi-employer plan sponsors and key intermediaries. Through a consultative approach, you work both directly with plan sponsors, as well as leveraging your relationships with DB investment consultants. This is accomplished via periodic client meetings and discussions covering administrative and service components of their plan or plans. Travel is one week per month. Prior Taft-Hartley plan experience and defined benefit investment consultants networking preferred. The company offers a remote office environment, six-figure base salary, incentive plan and comprehensive employee benefits.

Submit ResumeMore info.

#1846: VP & Sr. Trust Officer Defined Benefit/Taft-Hartley – Remote employee in Great Lakes region. Join a unique organization serving the needs of multi-employer plan sponsors. This role is to identify, pursue and close new relationships offering employee benefit trust custody services to multi-employer plan sponsors and key intermediaries. Through a consultative approach, you work both directly with plan sponsors, as well as leveraging your relationships with DB investment consultants. This is accomplished via periodic client meetings and discussions covering administrative and service components of their plan or plans. Travel is one week per month. Prior Taft-Hartley plan experience and defined benefit investment consultants networking preferred. The company offers a remote office environment, six-figure base salary, incentive plan and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.


#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.

No available positions at this time. Please check back later.

#1908: Manager Trust Services/Sr. Fiduciary Officer – SW. VA. Join a profitable, well-run community bank with a history of consistent growth and product innovation. Reporting to the CEO, the senior fiduciary officer will manage the administration of personal trusts, investment agencies, ERISA and IRAs. The manager will supervise trust operations and lead the business development efforts. Supervising a staff of five, the manager will delegate duties, enforce departmental policies and procedures, and maintain relationships both within the bank and other community leaders, such as CPAs, and attorneys. We are seeking a ten-plus year trust professional with strong administration knowledge, fiduciary regulations in order to effectively manage the department. Having the CTFA, CFP®, or JD is a plus. The company offers a six-figure base salary, plus a company bonus program, outstanding employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1850: Senior Tax Manager – Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage a group of six tax professionals. The position is a member of the senior management team, and will interface with Wealth Advisors and clients in presenting tax strategies. The tax manager will mentor junior tax analysts in providing tax planning needs for high-net-worth clients, including providing advice on cash-flow and tax planning recommendations. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.


#1849: Director of Financial Planning – Tulsa, OK. Join a multi-billion dollar, regional wealth management group with an excellent reputation. Reporting to the president, the Director of Financial Planning will oversee the accuracy and validity of client financial plans and assist in the training and coaching of junior advisors. The position will interface directly with wealth advisors in determining the goals-based solutions and cashflow analysis for the client. As the lead planner, the position will be certain that the group is using best planning practices. Day travel is 30% - 50%; very limited overnight travel. We seek a professional with five to ten years of wealth planning expertise for high-net-worth individuals, families and business owners. Experience may come from estate planning law practice, an RIA or trust companies. The candidate will need the CFP® designation and the JD, or CPA is a plus. Prior experience using MoneyGuidePro and NaviPlan® preferred. The company offers an outstanding base salary, comprehensive employee benefits and relocation assistance is available. We have worked the hiring manager in the past and know the group very well.

Submit ResumeMore info.


#1811: Manager Trust Services – SE. Wisconsin. Are you tired of the large bank mentality and the constant pressure for sales? I’m representing a strong, well-managed community bank that is seeking a trust professional to manage their trust department. In addition to managing client relationships, and managing the investment of trust assets, the trust officer will supervise trust operations and assist in promoting the bank through a community foundation. I have worked with the bank in the past and the president is a wonderful person to work with. The bank seeks a trust professional with 10 plus years in trust administration. A JD, CPA or CFP designation is helpful, along with the desire to run their own department. The company offers an attractive base salary, comprehensive employee benefits, relocation assistance and a great work/life balance.

Submit ResumeMore info.

#1907: Wealth Advisor – Iowa City/Cedar Rapids, IA. Be the primary contact serving a number of existing wealth clients for the delivery of comprehensive services, including financial planning, investment management, operations, relationship management and business development. Develop financial plans for clients utilizing MoneyGuidePro planning tool, and provide investment analysis as needed. Participate in external networking opportunities. Minimum of 5 years of experience with financial planning, portfolio accounting, and CRM software within wealth management or financial services, and either FINRA 65, CFP® or CPA certification desired.

Submit ResumeMore info.


#1913: Chief Compliance Officer – SE Wisconsin. An established wealth management firm seeks a key member of the team to monitor and improve the firm's compliance program. The CCO will ensure that all activities meet regulatory requirements and maintain all required filings and registrations - initial, amendments and renewals. Identify potential areas of compliance vulnerability and risk; develop/implement corrective action plans for resolution of issues. We are looking for a 5 to 7 years professional having worked in compliance within a related field and a compliance certification (CFIRS, CRCM, etc.), is strongly preferred. The company has an excellent compensation package including a strong base salary and a company bonus program.

Submit ResumeMore info.


#1905: Operations Specialist – Minneapolis/St. Paul, MN. A premier provider of wealth management, trust and institutional custodial services, seeks a new member for the operations team. Reporting to the operations manager, the specialist will setup and perform account and asset maintenance. Also, duties include daily settlement of all trade activity, including income/dividend posting, corporate actions, and asset transfers. Establish fee schedules, generate and process fee payments. Cross train to serve as back-up to other team members. We are seeking a two to ten years operations professional, with experience in: trust, registered investment advisor or brokerage operations. The company has a strong base salary and above-market employee benefits. Relocation assistance is available.

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.


#1851: Fiduciary Tax Accountant – SE WI. Join a progressive fiduciary services firm that caters to high-net-worth families as a seasonal temp, with the possible fulltime role as Assistant Tax Manager. The position prepares estate, trust and partnership tax returns and estimated taxes for complex and simple trusts. The accountant will complete complex research, reconciliations and projects as assigned. The candidate should have at least 3 to 5 years of prior experience dealing with trusts, estates, partnerships, and gift tax returns. Having a CPA designation or MS – Tax desired. Prior use of ProSystem fx® software is helpful. Excellent exposure to the senior management team and strong career opportunities. The firm provides a strong base salary, (they have a wide salary range), bonus program, and comprehensive benefits.

Submit ResumeMore info.


#1850: Senior Tax Manager – Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage a group of six tax professionals. The position is a member of the senior management team, and will interface with Wealth Advisors and clients in presenting tax strategies. The tax manager will mentor junior tax analysts in providing tax planning needs for high-net-worth clients, including providing advice on cash-flow and tax planning recommendations. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.


#1849: Director of Financial Planning – Tulsa, OK. Join a multi-billion dollar, regional wealth management group with an excellent reputation. Reporting to the president, the Director of Financial Planning will oversee the accuracy and validity of client financial plans and assist in the training and coaching of junior advisors. The position will interface directly with wealth advisors in determining the goals-based solutions and cashflow analysis for the client. As the lead planner, the position will be certain that the group is using best planning practices. Day travel is 30% - 50%; very limited overnight travel. We seek a professional with five to ten years of wealth planning expertise for high-net-worth individuals, families and business owners. Experience may come from estate planning law practice, an RIA or trust companies. The candidate will need the CFP® designation and the JD, or CPA is a plus. Prior experience using MoneyGuidePro and NaviPlan® preferred. The company offers an outstanding base salary, comprehensive employee benefits and relocation assistance is available. We have worked the hiring manager in the past and know the group very well.

Submit ResumeMore info.


#1846: VP & Sr. Trust Officer Defined Benefit/Taft-Hartley – Remote employee in Great Lakes region. Join a unique organization serving the needs of multi-employer plan sponsors. This role is to identify, pursue and close new relationships offering employee benefit trust custody services to multi-employer plan sponsors and key intermediaries. Through a consultative approach, you work both directly with plan sponsors, as well as leveraging your relationships with DB investment consultants. This is accomplished via periodic client meetings and discussions covering administrative and service components of their plan or plans. Travel is one week per month. Prior Taft-Hartley plan experience and defined benefit investment consultants networking preferred. The company offers a remote office environment, six-figure base salary, incentive plan and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.


#1842: SEC Compliance Analyst – SE Wisconsin. A new position due to growth, the analyst will report to the Chief Compliance Officer and assist with administration of the RIA’s compliance and cyber security program. Conduct the SEC-required annual review of policies and procedures, and work with operational departments to audit business processes to ensure compliance. Assist with calculation of regulatory assets under management and audit discretionary versus non-discretionary assets. Analyze errors that occur and coordinate with management for corrective actions. We are seeking a 3 to 5-year compliance specialist with experience at SEC-RIA, with strong understanding of the asset management industry/securities markets. The company offers an attractive office environment, strong salary, bonus program and comprehensive employee benefits.

Submit ResumeMore info.


#1810 / 1812: Tax Strategist – Atlanta, GA or Dallas, TX. Join a fast growing, multi-office investment management firm serving the needs of high net-worth individuals and families as a tax planning strategist. Working closely with the Wealth Advisor, the tax strategist will provide cash flow analysis, advice for tax loss harvesting, and developing current-year tax reduction plans. The position will also gather the necessary client information to aid in the preparation of federal and state income tax returns. The person will need at least 5 years of tax compliance or planning experience, along with the CPA designation (JD a plus). The company has a vibrant working environment and can provide strong career opportunities for their employees. Outstanding compensation package, including annual bonus program and strong employee benefits.

Submit ResumeMore info.