Top Tech Jobs & Startup Jobs

The Senior Sales Specialist will service and deepen participant relationships, resolve account issues, and refer clients to consultants while achieving sales targets.

The Intermediary Sales Consultant manages relationships and sales opportunities with financial advisors, focusing on business development and territory management to drive sales growth.

Manage tax provisions, compliance, and reporting for mutual funds and ETFs. Oversee tax service providers and guide junior staff.

The Legal Counsel will provide legal advice on institutional investment matters, negotiate agreements, draft documents, and ensure compliance with regulations. Responsibilities include collaboration with internal teams and mentoring junior colleagues.

The Intermediary Sales Consultant manages relationships with Financial Advisors, focusing on business development, territory management, and sales support. Responsibilities include prospecting, client engagement, and using CRM tools to optimize sales efforts.

The Intermediary Sales Consultant collaborates with external sales professionals to manage relationships with financial advisors, develops new business, and drives sales growth in the assigned territory.

The Financial Consultant assists individual investors with financial planning through consultative sales, asset consolidation, and industry knowledge. Success is based on sales targets and quality conversations.

The ETF Sales Specialist focuses on executing sales initiatives for ETFs by partnering with financial advisors and driving ETF adoption through extensive travel and client engagement.

The Senior Threat Intelligence Analyst collects and analyzes cyber threat intelligence to support security operations and collaboration with internal teams and external partners.

Manage a Retirement Plan Management team providing operational support to clients, ensuring client satisfaction, coaching staff, and enhancing processes.