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Advisor Experience Associate

20 Days AgoSaved
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In-Office
Dallas, TX, USA
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Junior
Junior
Fintech • Financial Services
Provide operational support to Advisor Experience Managers, ensuring project tasks are completed on time while coordinating with various internal departments.
Top Skills: Crm SystemsProject Management ToolsTask Management Platforms
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Farther

Process Improvement Manager, Business Operations

Reposted 21 Days AgoSaved
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In-Office
San Fransisco, CA, USA
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Senior level
Senior level
Fintech • Financial Services
Lead operational excellence initiatives to improve processes across client onboarding and advisor workflows, ensuring efficiency and compliance. Partner with teams to implement process changes and drive a culture of continuous improvement.
Top Skills: Process AutomationSix SigmaTechnology Integration
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