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Fintech • News + Entertainment • Software • Financial Services
Processes brokerage account applications and maintenance requests, verifies identity and documentation, supports KYC/AML due diligence, performs basic suitability reviews, and escalates discrepancies or suspicious activity. Provides customer support through chat, email, and phone while accurately documenting interactions in Salesforce. The role develops foundational knowledge of brokerage operations and regulatory requirements, with a progression path toward account approval responsibilities and Account Specialist II.
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Fintech • News + Entertainment • Software • Financial Services
The Director of Integrated Marketing will lead multichannel product marketing campaigns from briefing through launch and post-launch analysis. Responsibilities include managing campaign calendars, timelines, dependencies, launch processes, stakeholder communications, messaging, and go-to-market execution. The role partners with paid, lifecycle, content, product, analytics, creative, partnerships, and compliance teams, using performance and engagement data to optimize campaigns and report results to leadership.
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Fintech • News + Entertainment • Software • Financial Services
Acquire and onboard active self-directed traders by prospecting, conducting needs analysis, demonstrating trading platforms, and positioning brokerage solutions against competitors. Guide prospects through account applications, funding, transfers, and initial trade setup. Build trusted relationships with sophisticated traders, promote tastytrade products, meet sales goals, and increase assets, trading volume, client activation, retention, and revenue.
