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Reposted 3 Days AgoSaved
In-Office
2 Locations
74K-123K Annually
Senior level
74K-123K Annually
Senior level
Fintech
The Senior Analyst role involves managing day-to-day processes within the Strategic Sourcing Team, collaborating to enhance client experiences in a fast-paced environment.
Top Skills: AribaExcelMS OfficePowerPointSharepoint
6 Days AgoSaved
In-Office
4 Locations
84K-150K Annually
Senior level
84K-150K Annually
Senior level
Fintech
The Senior Success Manager provides relationship management support to LPL Advisors, ensuring high client satisfaction and promoting growth initiatives while engaging in consulting, advocacy, and problem-solving within the financial services industry.
Top Skills: MS OfficeSalesforce
6 Days AgoSaved
In-Office
3 Locations
72K-120K Annually
Senior level
72K-120K Annually
Senior level
Fintech
The Senior Transition Support Partner facilitates onboarding for financial advisors, manages project plans, ensures compliance, and provides comprehensive support throughout transitions.
Top Skills: Microsoft Office SuiteSalesforce
6 Days AgoSaved
In-Office
2 Locations
16-27 Hourly
Junior
16-27 Hourly
Junior
Fintech
The Operations Specialist will manage daily transaction processing, maintain compliance, resolve discrepancies, and support operational efficiency while providing excellent customer service to clients.
Top Skills: CaptivaDocumentumMicrosoft Office SuiteSharepointSmartsheets
7 Days AgoSaved
In-Office
2 Locations
28-47 Hourly
Mid level
28-47 Hourly
Mid level
Fintech
The Financial Planning Operations Associate provides phone support to financial advisors, resolves issues, processes payments, and ensures efficient engagement management.
Top Skills: ExcelMS Office
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7 Days AgoSaved
In-Office
2 Locations
128K-214K Annually
Senior level
128K-214K Annually
Senior level
Fintech
The VP of Global Tax Operations leads tax compliance and reporting, manages audits, partners with finance leaders for tax planning, and implements technology for efficiency.
Top Skills: Analytical ToolsFinancial SystemsTax Software
Reposted 7 Days AgoSaved
In-Office
Lynnwood, WA, USA
68K-113K Annually
Mid level
68K-113K Annually
Mid level
Fintech
The Financial Representative delivers financial advice through client interactions, handles transactions, prepares reports, identifies sales opportunities, and participates in training to improve services.
Top Skills: MS Office
Reposted 7 Days AgoSaved
In-Office
2 Locations
94K-157K Annually
Mid level
94K-157K Annually
Mid level
Fintech
The Sales Manager will oversee licensed financial advisors, manage sales performance, talent management, client escalations, and ensure adherence to business objectives in a fast-paced environment.
Top Skills: Finra Series 66Finra Series 7Finra Series 9/10
Reposted 7 Days AgoSaved
In-Office
Lynnwood, WA, USA
90K-150K Annually
Senior level
90K-150K Annually
Senior level
Fintech
The Senior Financial Representative provides investment solutions to clients, focusing on customer service, financial planning, investment solutions, and consultative sales while maintaining compliance and minimizing risks.
Top Skills: MS OfficeWeb Based Applications
8 Days AgoSaved
In-Office
6 Locations
131K-219K Annually
Senior level
131K-219K Annually
Senior level
Fintech
Lead tax overlay program, scale tax-optimized trading capabilities, manage workflows, and engage with stakeholders for LPL's Wealth Management organization.
Top Skills: AxiomaEnvestnet/PmcMicrosoft AccessExcelMicrosoft PowerpointMsci BarraNorthfieldQisSmartsheetVestmark
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