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8 Hours AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Senior Director of Infrastructure & Operations will lead infrastructure strategy, manage IT services, ensure security and compliance, and optimize resource allocation while mentoring teams and collaborating with stakeholders.
Top Skills: Azure)Cloud Platforms (AwsIt SystemsItilNetworkingServicenowVirtualization
Reposted 3 Days AgoSaved
In-Office
Houston, TX, USA
Expert/Leader
Expert/Leader
Financial Services
The Senior Wealth Advisor deepens client relationships, develops financial solutions, and ensures client retention, leveraging in-house expertise for high-net-worth clients.
Top Skills: Financial Planning Software
Reposted 3 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
Mercer Advisors seeks a Creative Director to lead creative vision and strategy, mentor a team, oversee campaign development, and use data for creative optimization. The role demands innovation aligned with business goals while managing multiple projects in a fast-paced environment.
Top Skills: Adobe Creative SuiteFigmaMS Office
Reposted 4 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Financial Services
The Senior Financial Planner will create comprehensive financial plans, support advisors, mentor junior staff, and ensure an exceptional client experience.
Top Skills: EmoneyHolistiplanExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMorningstarOrionSalesforce
7 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Mid level
Mid level
Financial Services
The Financial Planner II will prepare comprehensive financial plans, collaborate with advisors and clients, and maintain financial planning tools and knowledge.
Top Skills: CRMEmoneyExcelMorningstarMs WordOutlookPowerPointSalesforceSs Analyzer
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Reposted 7 Days AgoSaved
In-Office
San Francisco, CA, USA
200K-250K
Senior level
200K-250K
Senior level
Financial Services
The Senior Wealth Advisor builds relationships with affluent clients, provides tailored financial solutions, and ensures compliance while leveraging a team of experts for client service.
Reposted 7 Days AgoSaved
In-Office
Denver, CO, USA
75K-200K
Senior level
75K-200K
Senior level
Financial Services
The Wealth Advisor I focuses on enhancing client relationships and expanding their practice through referrals, leveraging in-house expertise to meet financial goals.
Top Skills: Financial Planning Software
7 Days AgoSaved
In-Office
Naples, ITA
Mid level
Mid level
Financial Services
The Associate Wealth Advisor supports high net worth clients by providing financial planning, investment management, and client service, while working with the leadership team to enhance client retention and referrals.
Top Skills: ExcelFinancial Planning SoftwareMs WordOutlookPowerPointSalesforce
8 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Private Market Specialist supports the Private Investments team by managing client subscriptions, ensuring compliance, and providing operational assistance to enhance client service.
Top Skills: ExcelMs WordOutlookSalesforce
8 Days AgoSaved
In-Office
Encino, Santander, COL
Junior
Junior
Financial Services
The role involves bookkeeping tasks such as data entry, reconciliations, payroll review, and working with financial statements in QuickBooks.
Top Skills: MS OfficeMs TeamsQuickbooks
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