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Reposted One Month AgoSaved
In-Office
San Francisco, CA, USA
300K-350K Annually
Senior level
300K-350K Annually
Senior level
Fintech • Professional Services • Software
Lead Hazel's end-to-end partnerships across tech integrations, distribution, affiliates, and industry networks. Close platform-scale deals, build partnership programs and economics, and establish operating models while partnering with Sales, Product, Marketing, and Finance to drive partnership-sourced ARR.
Top Skills: APIsCRMCustodian IntegrationsMarketplace Listings
Reposted One Month AgoSaved
In-Office or Remote
2 Locations
Senior level
Senior level
Fintech • Professional Services • Software
The Sales Executive will drive sales for Altruist by developing client relationships, achieving quotas, and improving sales processes, while leveraging strong consultative selling skills.
Top Skills: Google SuiteSalesforceSlackZendesk
Reposted One Month AgoSaved
In-Office
San Francisco, CA, USA
136K-192K Annually
Mid level
136K-192K Annually
Mid level
Fintech • Professional Services • Software
The Product Marketing Manager will lead GTM strategies for investment products, conduct market research, develop messaging, manage launches, and enable sales teams.
Top Skills: Ai PlatformB2B MarketingEmailWebinars
One Month AgoSaved
In-Office
Los Angeles, CA, USA
Senior level
Senior level
Fintech • Professional Services • Software
Own end-to-end onboarding for complex enterprise wealth-management firms, from Sales handoff through operational readiness, training, and long-term support handoff. Translate firm structures, technology, and operating models into tailored transition plans; manage risks, milestones, stakeholders, and executive communication. Establish enterprise onboarding playbooks and standards, develop scalable approaches for varied firm types, improve workflows, coordinate with Operations and internal teams, and report volume, pacing, capacity, and risks to leadership.
Top Skills: AcatAPIs
One Month AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Professional Services • Software
Own end-to-end onboarding for complex enterprise wealth-management firms, from sales handoff through operational readiness, training, and long-term handoff. Translate firm structures, technology, and operating models into transition plans; manage risks, stakeholders, milestones, and executive communications. Establish enterprise onboarding standards, playbooks, and firm-type-specific approaches while advising on complex engagements. Lead feedback loops across Operations, Product, Engineering, Compliance, Enablement, and Customer Success, improving workflows and reporting on volume, pacing, capacity, and risk.
Top Skills: APIs
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One Month AgoSaved
In-Office
Dallas, TX, USA
79K-107K Annually
Senior level
79K-107K Annually
Senior level
Fintech • Professional Services • Software
Own the full lifecycle of mandatory and voluntary corporate actions, dividends, interest, elections, allocations, and reconciliations across multiple security types. Coordinate with clients, custodians, DTCC, proxy agents, vendors, Product, and Engineering. Strengthen controls, manage exceptions, maintain audit-ready documentation, and drive automation, UAT, and straight-through processing. Support risk management, tax and cost-basis accuracy, platform ownership, and operational modernization.
Top Skills: AIDtcc AipDtcc Ca WebDtcc PbsFisPythonSQLXsp/Phase3
Reposted One Month AgoSaved
In-Office
Los Angeles, CA, USA
57K-76K Annually
Junior
57K-76K Annually
Junior
Fintech • Professional Services • Software
Serve as a product- and operations-oriented advisor support rep resolving complex issues across account opening, funding, trading, billing, reporting, and maintenance. Collaborate with product, engineering, operations, and compliance to troubleshoot defects, tag feedback, maintain documentation, and deliver empathetic, high-quality advisor support while developing subject-matter expertise.
Top Skills: JIRASalesforce
Reposted One Month AgoSaved
In-Office or Remote
Georgia, AL, USA
Senior level
Senior level
Fintech • Professional Services • Software
Sell Altruist's AI-driven wealth management platform to financial advisors across a territory. Use consultative selling to acquire, retain, and expand advisor relationships, meet quota, capture product feedback, maintain accurate Salesforce records, and contribute to scalable sales processes while demonstrating coachability and company values.
Top Skills: Google SuiteSalesforceSlackZendesk
Reposted One Month AgoSaved
In-Office
San Francisco, CA, USA
200K-265K Annually
Senior level
200K-265K Annually
Senior level
Fintech • Professional Services • Software
The Senior Full Stack Engineer will enhance customer onboarding and AI financial planning features by building robust systems and leading engineering best practices.
Top Skills: AWSGraphQLMicroservicesPythonReactTypescript
Reposted One Month AgoSaved
In-Office
San Francisco, CA, USA
200K-250K Annually
Senior level
200K-250K Annually
Senior level
Fintech • Professional Services • Software
Seek a Senior Back End Engineer to develop AI-driven applications, mentor engineers, and solve complex engineering challenges while focusing on scalability and data integrations.
Top Skills: AWSKubernetesPostgresPythonTypescript
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