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Reposted 2 Days AgoSaved
In-Office
5 Locations
161K-268K Annually
Senior level
161K-268K Annually
Senior level
Fintech
The VP, Data Product Owner leads the product lifecycle for advisor data, focusing on data modeling, quality, and AI enablement, while ensuring compliance and adopting frameworks for scalable data processes.
Top Skills: Anthropic ToolsCursorGit
2 Days AgoSaved
In-Office
5 Locations
136K-227K Annually
Expert/Leader
136K-227K Annually
Expert/Leader
Fintech
Lead the end-to-end Microsoft 365 digital workplace experience, managing product lifecycle and a team of product managers, ensuring advisor productivity and compliance across platforms.
Top Skills: Microsoft 365Office ApplicationsOnedriveOutlookSharepointTeams
2 Days AgoSaved
In-Office
2 Locations
136K-227K Annually
Expert/Leader
136K-227K Annually
Expert/Leader
Fintech
The VP of Product Management for Business Management Reporting leads strategy, roadmap, and delivery of enterprise reporting capabilities, ensuring scalable and AI-enabled insights while managing cross-functional teams.
Top Skills: AIData AnalyticsData VisualizationReporting PlatformsTableau
2 Days AgoSaved
In-Office
2 Locations
31-51 Hourly
Junior
31-51 Hourly
Junior
Fintech
As the Transition Support Partner, you'll train independent advisors transitioning to LPL Financial, ensuring smooth integration and effective use of LPL technology, while providing tailored support throughout the transition process.
Top Skills: Investment ServicesLpl Core Technology
2 Days AgoSaved
In-Office
3 Locations
21-35 Hourly
Junior
21-35 Hourly
Junior
Fintech
Assist with onboarding foreign accounts, handle documentation, ensure compliance, maintain records, and provide support to clients and internal teams.
Top Skills: BetaExcelNew Account Opening Tool
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2 Days AgoSaved
In-Office
2 Locations
16-27 Hourly
Junior
16-27 Hourly
Junior
Fintech
The Document Imaging Services Specialist is responsible for scanning, indexing, and quality control of financial documents, ensuring their integrity within the digital imaging system. Duties include operating scanners, performing quality assurance, and collaborating with departments for document retrieval.
Top Skills: Adobe Pro)Document Management Systems (DocumentumExcelSharepoint
3 Days AgoSaved
In-Office
2 Locations
21-35 Hourly
Mid level
21-35 Hourly
Mid level
Fintech
The Associate Client Compensation Consultant manages projects for client compensation, supports operational functions, and enhances advisor experiences. Responsibilities include auditing, relationship management, and developing training plans.
Top Skills: ComregDynamicsExcelOracleSalesforce
3 Days AgoSaved
In-Office
2 Locations
75K-125K Annually
Senior level
75K-125K Annually
Senior level
Fintech
The Senior Analyst supports regulatory trade reporting and compliance, ensuring accurate data reporting, conducting quality control, analyzing data, and enhancing reporting processes.
Top Skills: AlteryxExcelLucidMicrosoft ApplicationsSnowflakeSQLTableau
Reposted 3 Days AgoSaved
In-Office
2 Locations
101K-168K Annually
Mid level
101K-168K Annually
Mid level
Fintech
The Sr. Analyst will track competitor actions, build competitive profiles, and present insights to aid decision-making and sales effectiveness in the Corporate Strategy team.
Reposted 3 Days AgoSaved
In-Office
2 Locations
186K-311K Annually
Expert/Leader
186K-311K Annually
Expert/Leader
Fintech
The SVP, Head of Client Compensation at LPL Financial leads advisor compensation transformation, oversees key operational teams, manages compliance, and drives process improvements for client experience.
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