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Reposted 23 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Financial Services
The Digital Solutions Senior Product Owner leads AI-driven product strategy and execution, collaborating with stakeholders to enhance client and advisor experiences in wealth management.
Top Skills: AIGenerative AiMachine Learning
24 Days AgoSaved
Hybrid
2 Locations
189K-260K Annually
Senior level
189K-260K Annually
Senior level
Financial Services
The Director of Data Quality and MDM Operations ensures trusted data across the enterprise through effective data quality and master data strategies, leading a team and collaborating with stakeholders to implement and improve data processes.
Top Skills: AIAnalyticsAutomation ToolsData Quality FrameworksMaster Data Management Platforms
25 Days AgoSaved
In-Office
San Diego, CA, USA
24-31 Hourly
Mid level
24-31 Hourly
Mid level
Financial Services
The Senior Client Services Representative manages client relationships, prepares meeting materials, assists with transactions, maintains records, and supports compliance in a financial services firm.
Top Skills: AdviceworksDocusignRedtail CrmSmartworks
Reposted 25 Days AgoSaved
Hybrid
2 Locations
73K-90K Annually
Mid level
73K-90K Annually
Mid level
Financial Services
The Supervision Specialist will perform principal review, business oversight, and support Financial Representatives while ensuring compliance with industry rules.
Top Skills: Finra Series 7Series 24Series 53Series 63Series 65 Or 66
Reposted 25 Days AgoSaved
Hybrid
2 Locations
113K-167K Annually
Mid level
113K-167K Annually
Mid level
Financial Services
The Strategic Relationships Principal is responsible for developing growth strategies, managing relationships with distribution partners, resolving problems, and ensuring operational efficiencies for partner firms within Cetera.
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