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Reposted 15 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The Marketing Manager will focus on developing strategies and executing marketing initiatives for High Net Worth clients and institutional audiences, aiming to generate leads and support conversion efforts.
Top Skills: HubspotMarketing Automation
Reposted 15 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
The Marketing Manager will design and execute marketing strategies for high-value segments, generate leads, and support advisors in client acquisition.
Top Skills: Ai-Powered Marketing AutomationHubspot
15 Days AgoSaved
In-Office
Irving, TX, USA
Senior level
Senior level
Fintech • Financial Services
As a Senior Regional Compliance Associate, you'll ensure compliance for financial advisors, conduct audits, support regulatory examinations, and provide training on compliance-related matters.
Top Skills: Compliance Technology PlatformsFinraSec Rules
Reposted 16 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech • Financial Services
As HRBP for the Client Experience team, you will manage employee relations, training programs, and support organizational development efforts while partnering with leadership.
Top Skills: HrisLatticePerformance Management PlatformsRippling
Reposted 16 Days AgoSaved
In-Office
New York, NY, USA
Mid level
Mid level
Fintech • Financial Services
The role requires building analytics for portfolio measurement, ensuring data integrity, modeling risk, and contributing to algorithm development in a trading environment.
Top Skills: AWSPython
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Reposted 17 Days AgoSaved
In-Office
Irving, TX, USA
Mid level
Mid level
Fintech • Financial Services
As a Client Experience Associate, you will manage relationships with advisors and clients, support financial operations, and liaise with custodians to ensure a seamless client service experience.
Top Skills: Financial ServicesWealth Management Technology
Reposted 18 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech • Financial Services
The Tax & Financial Planning Manager develops comprehensive financial plans, supports advisors, performs tax analysis, and reviews tax returns to optimize client strategies.
Top Skills: EmoneyFinancial Planning SoftwareHolistiplanMoneyguideRightcapitalTax Modeling Tools
Reposted 18 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
The Senior HubSpot Administrator will manage HubSpot as the central CRM for Farther, ensuring data integrity, automations, and supporting multiple teams effectively.
Top Skills: HubspotRipplingSalesforce
Reposted 18 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
Manage and optimize HubSpot marketing programs for financial advisors. Responsibilities include building workflows, ensuring data hygiene, and collaborating on content management.
Top Skills: BreezeHubspot
Reposted 21 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
As a Senior Client Experience Associate, you will manage relationships with clients and advisors, support onboarding and financial operations, and enhance client experience by collaborating with product and engineering teams.
Top Skills: Crm SystemsCustodial And Wealth Management Platforms
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