2 managing director jobs found

Head of Financial Planning/Investments - REMOTE This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Head of Financial Planning/Investments. In this role, you will lead the investment services area, oversee project planning and execution, and drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact our mission of providing exceptional financial services to our members. This is a unique opportunity to engage with cross-functional teams and implement holistic financial plans that align with the best interests of our clients. Accountabilities Establish and execute the Wealth Management strategy by engaging members and collaborating with cross-functional teams. Promote the services and expand the member base through comprehensive financial plans and tailored investment advice. Serve as the primary liaison between the...

The Manager of Title IV is a leadership role responsible for ensuring the efficient, compliant, and effective administration of federal student aid programs within an institution. This position oversees the daily operations of Title IV programs, State Grants, and Private Loans. Key responsibilities include tracking fund allocations, managing disbursements, and supervising staff involved in financial aid processes. The manager will lead projects for the Title IV Compliance team, manage personnel, provide internal and external training, and maintain the operational calendar. This role is essential for enhancing student communication and engagement with external partners. The manager will update policies and procedures, as well as monitor various projects, initiatives, and technologies within the Office of Financial Aid and Scholarships (OFAS). In collaboration with OFAS leadership, staff, and other campus partners, the manager provides critical support to students. The position...