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Reposted 22 Hours AgoSaved
In-Office or Remote
4 Locations
225K-250K Annually
Senior level
225K-250K Annually
Senior level
Financial Services
The Senior Counsel will advise on legal matters affecting trust and administrative services, negotiate agreements, oversee fund creation, and support business strategies while ensuring compliance with regulations in a high-growth financial services environment.
YesterdaySaved
Hybrid
Las Vegas, NV, USA
Senior level
Senior level
Financial Services
Lead end-to-end onboarding for complex advisor clients, design and refine onboarding programs and training, mentor junior specialists, analyze adoption data to mitigate risk, maintain onboarding playbooks, collaborate cross-functionally, represent client needs in product discussions, and track progress in Salesforce. Travel ~4-6 weeks/year.
Top Skills: CRMDigital Training PlatformsLmsSalesforce
Reposted 2 Days AgoSaved
In-Office
2 Locations
85K-125K Annually
Junior
85K-125K Annually
Junior
Financial Services
The Account Executive will manage the full sales cycle, develop prospects, lead discovery, and maintain client relationships while partnering with internal teams.
Top Skills: Crm PlatformsSalesforce
Reposted 4 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
The Senior Implementation Solutions Consultant coordinates resources, manages events, communicates with stakeholders, and ensures project completion in the retirement services sector.
Top Skills: ExcelFactsetJIRAMs Office Products
Reposted 6 Days AgoSaved
In-Office
Boston, MA, USA
100K-135K Annually
Mid level
100K-135K Annually
Mid level
Financial Services
The Growth Marketing Manager will drive top-of-funnel pipeline generation by executing and optimizing multi-channel campaigns while analyzing marketing performance and managing marketing automation workflows.
Top Skills: ClayGoogle AdsHubspotLinkedInMarketoSalesforce Marketing Cloud
13 Days AgoSaved
In-Office
Boston, MA, USA
130K-155K Annually
Senior level
130K-155K Annually
Senior level
Financial Services
The Senior Content Manager will oversee content production for the Great Gray Trust Company, managing workflows, ensuring compliance, and creating high-quality content across various formats to enhance client engagement and trust.
Top Skills: AhrefsAi-Assisted Content Production ToolsSemrushSeo
Reposted 21 Days AgoSaved
In-Office
Las Vegas, NV, USA
90K-125K Annually
Mid level
90K-125K Annually
Mid level
Financial Services
The Account Executive will manage the full sales cycle, develop a pipeline, drive revenue, maintain CRM records, and collaborate with internal teams.
Top Skills: Crm PlatformsSalesforce
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