Talent.com
FINRA Series 65 Licensed Director

FINRA Series 65 Licensed Director

VirtualVocationsMilwaukee, Wisconsin, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for an Advisor Advice Solutions & Partnerships Director.

Key Responsibilities

Build and manage a forward-looking Advisor Managed Accounts (AMA) pipeline across partner firms and intermediary channels

Develop and maintain AMA scorecards to measure penetration, adoption, satisfaction, and revenue growth

Act as the primary liaison between field feedback and product development to influence roadmap priorities

Required Qualifications

Bachelor's degree required

10-15 years of experience in institutional asset management, managed accounts, or advisor platform strategy

3-5 years of leadership or people management experience

FINRA Series 65 required within corporate-established timelines

Deep expertise in managed account structures and intermediary / consultant markets

serp_jobs.job_alerts.create_a_job

Director • Milwaukee, Wisconsin, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Valuation Services Director, Multifamily

Valuation Services Director, Multifamily

ColliersMilwaukee, WI, US
serp_jobs.job_card.full_time
Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it.Our people are passionate, take ownership and always do what's right for our clients, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director, Strategic Partnerships - GTM Strategy US Based Remote

Director, Strategic Partnerships - GTM Strategy US Based Remote

Anywhere Real EstateMilwaukee, WI, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Anywhere is reimagining the real estate experience through digital innovation, scale, and strategic transformation.As the parent company of leading real estate brands, we serve a vast network of ag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Sr. Director Finance

Sr. Director Finance

ATICudahy, WI, US
serp_jobs.job_card.full_time
From the edges of space to the bottoms of ocean, our materials are proven to perform and so is our team.We're hiring high performers as proven as our products. Forged Products Business Unit based...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Valuation Services Director

Valuation Services Director

ColliersMilwaukee, WI, US
serp_jobs.job_card.full_time
Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it.Our people are passionate, take ownership and always do what's right for our clients, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Sr Director, Enterprise AML Officer

Sr Director, Enterprise AML Officer

Northwestern MutualMilwaukee, WI, US
serp_jobs.job_card.full_time
The Enterprise AML Officer leads the Anti-Money Laundering (AML) Team in Northwestern Mutual's Enterprise Compliance Department and is responsible for leading the development, implementation, and m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Assistant Director, Finance

Assistant Director, Finance

USA JobsMilwaukee, WI, US
serp_jobs.job_card.full_time
Be The Difference Begins with Great People.Are you looking for a new opportunity where you can make the difference in the lives of students and faculty? Were always looking for highly talented indi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
AD, Viva Engage Technical Lead

AD, Viva Engage Technical Lead

KPMGMilwaukee, WI, United States
serp_jobs.job_card.full_time
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Director

Director

Chick-fil-AMenomonee Falls, WI, US
serp_jobs.job_card.full_time
Chick-fil-A Menomonee Falls is seeking a passionate, engaged, and enthusiastic leader to make a difference in our team's and guests' lives daily! As a leader in our restaurant, you will work in a f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director Consumer Engagement

Director Consumer Engagement

GeneracPewaukee, WI, US
serp_jobs.job_card.full_time
We are Generac, a leading energy technology company committed to powering a smarter world.Over the 60 plus years of Generac's history, we've been dedicated to energy innovation.From creating the ho...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Regional Sales Director - Central Region (WI, MN, IL)

Regional Sales Director - Central Region (WI, MN, IL)

NRI North AmericaMilwaukee, WI, US
serp_jobs.job_card.full_time
Regional Sales Director - Central Region (WI, MN, IL).NRI North America is searching for a Regional Sales Director for our Central Region (Wisconsin, Minnesota, and Northern Illinois).The Sales Dir...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director of Asset Management (Multifamily)

Director of Asset Management (Multifamily)

BisnowMilwaukee, WI, US
serp_jobs.job_card.full_time
Director Of Asset Management (Multifamily).Our SelectLeader's client is a boutique real estate private equity investment fund manager. They focus on value-add acquisitions (properties valued between...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director, Corporate Compliance

Director, Corporate Compliance

Regal RexnordMilwaukee, WI, US
serp_jobs.job_card.full_time
Director Of Corporate Compliance.The Director of Corporate Compliance serves as the operational backbone of Regal Rexnord's global compliance function. This role ensures the day-to-day program runs ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director - Personal Lines Products and Analytics

Director - Personal Lines Products and Analytics

The Silver LiningWest Bend, WI, US
serp_jobs.job_card.full_time
Recognized as a Milwaukee Journal Sentinel Top Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Tax Director

Senior Tax Director

Regal RexnordMilwaukee, WI, US
serp_jobs.job_card.full_time
Regal Rexnord is excited to share that we are hiring a Senior Tax Director to join our Global Tax team based in either Milwaukee or Rosemont. This is a critical function within Regal Rexnord and wil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director of Nursing

Director of Nursing

LakeHouse MenomoneeMenomonee Falls, WI, US
serp_jobs.job_card.full_time
About LakeHouse Senior Living : .LakeHouse Senior Living, proudly part of the Discovery Senior Living family of operating companies, manages care- and lifestyle-focused senior living communities in I...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Director 1, Healthcare Technology Management

Director 1, Healthcare Technology Management

SodexoMilwaukee, WI, US
serp_jobs.job_card.full_time
Lifesaving technology, powered by you.Your expertise impacts the lives of others.Sodexo's growing Healthcare Technology Management Division is currently seeking an HTM Director for Froedtert Health...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Development Director

Development Director

BisnowMilwaukee, WI, US
serp_jobs.job_card.full_time
Within the greater Milwaukee region, the Development Director is responsible for implementing strategies developed by the Leadership Team to support the company's business objectives and generate n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director, Software Sourcing

Director, Software Sourcing

GE HealthCareWaukesha, WI, US
serp_jobs.job_card.full_time
Global Sourcing And Procurement Manager.Develop global sourcing and procurement strategies across Software which represent approximately $315M in spend at GE Healthcare. Negotiate with suppliers to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director Financial Services

Director Financial Services

Lifespace CommunitiesMequon, WI, US
serp_jobs.job_card.full_time
At Lifespace, team members are at the center of delivering a purpose driven experience for our residents! We provide an environment where each team member can live their aspirations, developing in ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Regional Sales Director

Regional Sales Director

Regal RexnordMilwaukee, WI, US
serp_jobs.job_card.full_time
Job Summary : As a sales leader, this role is responsible for directing a team of Area Account Managers who engage with end users, OEMs, distributors, and industry organizations.The position drives ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30