RIA Enterprise National Account Manager
Baltimore, MD · On-site +1
Must manage the assigned key client relationships effectively, with swift response time and ... Work Flexibility This role is eligible for full-time remote work.
Baltimore, MD · On-site +1
Must manage the assigned key client relationships effectively, with swift response time and ... Work Flexibility This role is eligible for full-time remote work.
Baltimore, MD · On-site +1
Must manage the assigned key client relationships effectively, with swift response time and ... Work Flexibility This role is eligible for full-time remote work.
Baltimore, MD · Remote
The Wealth Management distribution group strives to build strong long-term relationships through ... Work Flexibility This role is eligible for full-time remote work.
Baltimore, MD · Remote
The Wealth Management distribution group strives to build strong long-term relationships through ... Work Flexibility This role is eligible for full-time remote work.
Baltimore, MD · On-site +1
Manages annual regulatory operations projects that do not have a single business owner, such as MLR and Creditable Coverage Notification. Develops, maintains and oversees processes for tracking and ...
Baltimore, MD · On-site +1
Manages annual regulatory operations projects that do not have a single business owner, such as MLR and Creditable Coverage Notification. Develops, maintains and oversees processes for tracking and ...
Annapolis, MD · Remote
Join a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is ... Manage the daily operational logistics of the intra-Kobie team respective to the client assigned.
Quick apply
Annapolis, MD · Remote
Join a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is ... Manage the daily operational logistics of the intra-Kobie team respective to the client assigned.
Annapolis, MD · On-site +1
Join a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is ... Manage the daily operational logistics of the intra-Kobie team respective to the client assigned.
Annapolis, MD · On-site +1
Join a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is ... Manage the daily operational logistics of the intra-Kobie team respective to the client assigned.
Day in the Life of a Manager Operational Excellence The Manager of Operational Excellence is ... Schedule & Locations This role will be remote but will travel on average quarterly to corporate ...
Day in the Life of a Manager Operational Excellence The Manager of Operational Excellence is ... Schedule & Locations This role will be remote but will travel on average quarterly to corporate ...
Baltimore, MD · Remote
$100K - $300K/yr
Experienced senior management team * Over $1 Billion of Customer Assets under management * In-house ... BD, RIA, and Insurance Platforms * We will consider both W2 and 1099 affiliations * Custody ...
Quick apply
Baltimore, MD · Remote
$100K - $300K/yr
Experienced senior management team * Over $1 Billion of Customer Assets under management * In-house ... BD, RIA, and Insurance Platforms * We will consider both W2 and 1099 affiliations * Custody ...
Baltimore, MD · Remote
$50 - $58/hr
Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world ...
Baltimore, MD · Remote
$50 - $58/hr
Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world ...
Baltimore, MD · On-site +1
$100K - $140K/yr
The Manager, Assurance M&A Operations is responsible for leading the planning and execution of pre ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...
Baltimore, MD · On-site +1
$100K - $140K/yr
The Manager, Assurance M&A Operations is responsible for leading the planning and execution of pre ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...
Baltimore, MD · On-site +1
This compensation range is specific to Remote role and takes into account the wide range of factors ... Operations Management, Information Technology Asset Management, and Third-Party Risk Management ...
Baltimore, MD · On-site +1
This compensation range is specific to Remote role and takes into account the wide range of factors ... Operations Management, Information Technology Asset Management, and Third-Party Risk Management ...
College Park, MD · On-site +1
$128K - $167K/yr
We are open to a fully remote option for the right candidate. Travel: Up to 10% Job ID: 1551 The Role: We are looking for a Senior Manager, Deal & Commercial Operations to serve as the operational ...
College Park, MD · On-site +1
$128K - $167K/yr
We are open to a fully remote option for the right candidate. Travel: Up to 10% Job ID: 1551 The Role: We are looking for a Senior Manager, Deal & Commercial Operations to serve as the operational ...
Owings Mills, MD · Remote
$110K - $170K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... LI-Remote #LI-TJ1 For Minnesota and Illinois, the expected salary range for this position is ...
Owings Mills, MD · Remote
$110K - $170K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... LI-Remote #LI-TJ1 For Minnesota and Illinois, the expected salary range for this position is ...
Owings Mills, MD · Remote
$110K - $170K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... LI-Remote #LI-TJ1 For Minnesota and Illinois, the expected salary range for this position is ...
Owings Mills, MD · Remote
$110K - $170K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... LI-Remote #LI-TJ1 For Minnesota and Illinois, the expected salary range for this position is ...
Annapolis, MD · On-site +1
$175K - $225K/yr
... management-related or financial services field * 5+ years of leadership in an RIA or other ... Partial remote work * Salary range: $175,000-225,000 annually, non-exempt * Pay ranges are job ...
Annapolis, MD · On-site +1
$175K - $225K/yr
... management-related or financial services field * 5+ years of leadership in an RIA or other ... Partial remote work * Salary range: $175,000-225,000 annually, non-exempt * Pay ranges are job ...
Owings Mills, MD · Remote
$110K - $170K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... LI-Remote #LI-TJ1 For Minnesota and Illinois, the expected salary range for this position is ...
Owings Mills, MD · Remote
$110K - $170K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... LI-Remote #LI-TJ1 For Minnesota and Illinois, the expected salary range for this position is ...
Owings Mills, MD · Remote
$140K - $270K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... Remote #LI-TJ1 Preferred Location: New York
Owings Mills, MD · Remote
$140K - $270K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... Remote #LI-TJ1 Preferred Location: New York
Owings Mills, MD · Remote
$140K - $270K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... Remote #LI-TJ1 Preferred Location: New York
Owings Mills, MD · Remote
$140K - $270K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... Remote #LI-TJ1 Preferred Location: New York
Baltimore, MD · Remote
$750 - $900/hr
Remote-based position * Flexible scheduling with expectation of availability during peak hours ... Sales & Operations Manager * Regional Leadership Roles * Expanded operational and executive ...
Quick apply
Baltimore, MD · Remote
$750 - $900/hr
Remote-based position * Flexible scheduling with expectation of availability during peak hours ... Sales & Operations Manager * Regional Leadership Roles * Expanded operational and executive ...
... Broker/Dealers, RIA, Banks, TAMP's, and Intermediary Platform providers throughout the United ... Ensuring adherence to sales practices, operational standards, and risk management protocols ...
... Broker/Dealers, RIA, Banks, TAMP's, and Intermediary Platform providers throughout the United ... Ensuring adherence to sales practices, operational standards, and risk management protocols ...
Owings Mills, MD · Remote
$140K - $270K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... Remote #LI-TJ1 Preferred Location: New York
Owings Mills, MD · Remote
$140K - $270K/yr
Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ... Remote #LI-TJ1 Preferred Location: New York
$62.1K - $72.3K
17% of jobs
$74.3K is the 25th percentile. Wages below this are outliers.
$72.3K - $82.5K
44% of jobs
$90.5K is the 75th percentile. Wages above this are outliers.
$82.5K - $92.7K
19% of jobs
$92.7K - $102.9K
10% of jobs
$102.9K - $113.1K
5% of jobs
$113.1K - $123.3K
0% of jobs
$123.3K - $133.6K
0% of jobs
$133.6K - $143.8K
0% of jobs
$143.8K - $154K
1% of jobs
$154K - $164.2K
2% of jobs
$164.2K - $174.4K
2% of jobs
$62.1K
$90.8K
$174.4K
Other
Posted yesterday
9.1
Based on 21 frontline employees who took The Breakroom Quiz
Role Summary
Responsible for the overall coverage of the home offices national accounts gatekeepers in the Enterprise RIA segment. This includes the development and collaborative implementation of the business strategy for the assigned accounts, including sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for client firms. This includes working closely with many of our clients' business teams including investment research, product development, RIA field leadership, marketing, and alternative investments while bringing in appropriate experts and resources from our firm to carry out the business strategy. Must manage the assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction. This role seeks to maintain and grow our AUM with the client firms while appropriately managing expenses and resource allocation.
Responsibilities
Qualifications
Required:
Preferred:
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full-time remote work.
Get the full story on Breakroom
Sourced by ZipRecruiter
Funds, trusts and financial programs
5,001 - 10,000 Employees
Baltimore, MD, US
1937