48 director client development jobs found

Ameriprise Financial About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through...

Ameriprise Financial About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as a Registered Operations Leader! Ameriprise Financial is...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within the Oregon and Washington State complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within the Oregon and Washington State complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective...

Capital One Director, Enterprise Risk Management Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work. Capital One's Enterprise Risk Management (ERM) organization has responsibility for helping the overall organization identify, manage, and mitigate key risks that may keep the company from achieving its strategic objectives. We are currently seeking a Director to join the Enterprise Risk Management (ERM) organization to lead the...

Capital One Director, Enterprise Risk Management Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work. Capital One's Enterprise Risk Management (ERM) organization has responsibility for helping the overall organization identify, manage, and mitigate key risks that may keep the company from achieving its strategic objectives. We are currently seeking a Director to join the Enterprise Risk Management (ERM) organization to lead the...

Capital One Director, Enterprise Risk Management Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work. Capital One's Enterprise Risk Management (ERM) organization has responsibility for helping the overall organization identify, manage, and mitigate key risks that may keep the company from achieving its strategic objectives. We are currently seeking a Director to join the Enterprise Risk Management (ERM) organization to lead the...

Capital One Director, Enterprise Risk Management Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work. Capital One's Enterprise Risk Management (ERM) organization has responsibility for helping the overall organization identify, manage, and mitigate key risks that may keep the company from achieving its strategic objectives. We are currently seeking a Director to join the Enterprise Risk Management (ERM) organization to lead the...

Apex Systems, Inc. Job#: 3027563 Job Description: Microsoft Dynamics ERP Solution Consultant Location: Columbus, OH, Boston, MA, or Dallas, TX Duration: 3 month contract to hire Candidates must be able to work without sponsorship in the United States both now and in the future. Role Overview An experienced Microsoft Dynamics ERP Solutions Consultant is sought to support the delivery and optimization of an embedded payments and treasury-automation platform for clients leveraging Dynamics 365 Finance & Operations (D365 F&O) and Dynamics 365 Business Central (D365 BC). This role focuses on improving clients' payment acceptance, settlement, reconciliation, and cash-management processes through seamless integration with financial services. You will work directly with clients, implementation partners, and internal teams to design, configure, and deploy payment workflows that streamline financial operations inside Dynamics ERP environments....

Apex Systems, Inc. Job#: 3027679 Job Description: Job Title: Transaction Analyst/ Finance Manager Location: Primarily remote, needs to be local to Ft Lauderdale, FL as they will need to go onsite twice/month Duration: 6 months Job Description: * This is an exciting opportunity for a dynamic M&A professional to make a significant impact on the store development strategy in Latin America. * We are seeking a highly skilled Transaction Analyst/ Finance Manager to support the Mergers & Acquisitions (M&A) initiatives within our Development department for Latin America. * This short-term position (6 months) will be responsible for identifying inorganic growth opportunities, understanding potential acquisition targets, and help develop acquisition strategies. Responsibilities: * Market Research & Target Screening: Support research activities to help identify potential acquisition targets and compile target lists based on defined...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Manager, Investor Services Location : Boston, MA | Windsor, CT | Hybrid Get To Know Us: As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program,...

NFP Who We Are Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. Internship Description: Our 10 week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior...

NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...

CSAA Insurance Group We're Mobilitas, a commercial insurance company created by CSAA Insurance Group. Our mission is to reinvent commercial insurance in the mobility space to offer our partners innovative solutions for today's way of doing business. At Mobilitas, we believe in what's possible and we use our inventive skills to meet the demands of modern mobility with exceptional service. We're looking for motivated, innovative individuals who think big, move fast and are dedicated to creating a company from the ground up, without the constraints of a traditional insurance company. We're excited to push the boundaries of commercial insurance and are looking for enthusiastic team members to help us reimagine insurance. We are actively hiring for a Senior Commercial Insurance Analyst - Remote ! Your Role: As a Senior Commercial Insurance Analyst , you will support the overall business strategy by performing analysis to provide data informed decisions. You will formulate...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Summary: The Account Executive will service an existing private client book of business and interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. This role may require the employee to take on the role of...

Ameriprise Financial About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description In this role you will lead a team of Product Managers to ensure our fixed income product set remains competitively positioned and...

Ameriprise Financial About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description In this role you will lead a team of Product Managers to ensure our multi-asset product set remains competitively positioned and...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role This position will play a critical role in driving financial strategy, innovation and change management initiatives throughout the organization to drive organic growth and efficiency. This will include building and leading a world class FP&A team which will deliver strong analytics and facilitate disciplined execution. The role involves extensive interactions with a broad range of...

CSAA Insurance Group A #remote contractor-position for an IT Program Manager II is open at CSAA Insurance Group! CSAA Insurance Group, a AAA insurer, offers automobile, homeowners and other personal lines of insurance to AAA Members through AAA clubs in 23 states and the District of Columbia. Founded in 1914, we have been rated "A" or better by A.M. Best for more than 90 years and are one of the top personal lines property casualty insurance groups in the United States, according to the National Association of Insurance Commissioners. Benefit options available depending on contract factors and upon meeting requirements. Your Role: The IT Project Manager II oversees and coordinates small to medium-complex projects, managing project timelines, budgets, and resources to ensure successful delivery. They receive assignments as objectives and determine resource allocation to meet schedules and goals, working on issues that require evaluating various factors, including...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Company : Wellington Management Company LLP Location : 280 Congress Street, Boston, MA 02210 Position Title : Manager, Finance & Administration Job Description : Lead the team responsible for solutions in Workday Financials, HCM, and Payroll. Coverage includes Financial Accounting, Supplier Accounts, Expenses, Procurement, and Projects, as well as Talent Management,...