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Reposted 13 Days AgoSaved
In-Office
Frame, TX, USA
Senior level
Senior level
Fintech • HR Tech • Insurance • Consulting
Lead functional CRM workstreams for Microsoft Dynamics 365: elicit and document requirements, design functional solutions, support configuration and low-code customizations, define and execute testing and UAT, assist deployments, enable users through training and documentation, and coordinate stakeholders across distributed teams.
Top Skills: Azure DevopsDataverse (Cds)Generative AiKingswaysoftMicrosoft Dynamics 365Power AppsPower AutomatePower PlatformScribeSsis
Reposted 14 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • HR Tech • Insurance • Consulting
The Private Client Services Advisor develops client relationships, manages client service with the account management team, and utilizes Salesforce to enhance sales effectiveness.
Top Skills: Salesforce
Reposted 14 Days AgoSaved
In-Office
2 Locations
Internship
Internship
Fintech • HR Tech • Insurance • Consulting
As a Summer Sales Intern, you'll work on projects, gain knowledge in insurance coverage, and present sales processes to leadership at the end of the internship.
Reposted 14 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Fintech • HR Tech • Insurance • Consulting
The Risk Advisor supports client risk management by overseeing claims, coordinating with carriers and TPAs, and resolving complex claim issues through strong client relations. Responsibilities include conducting claim reviews, providing advocacy, and participating in client onboarding and renewal processes.
Top Skills: ExcelPowerPointWord
Reposted 14 Days AgoSaved
In-Office
7 Locations
112K-223K Annually
Expert/Leader
112K-223K Annually
Expert/Leader
Fintech • HR Tech • Insurance • Consulting
Lead a portfolio of global HR digital transformation programs, engage C-suite stakeholders, manage and mentor project teams, establish governance and KPIs, drive Workday and HR tech implementations (AI, RPA, cloud integrations), oversee budgets, mitigate risk, and identify client growth opportunities to deliver measurable business value.
Top Skills: AIAsanaBig DataCloud ComputingHr AnalyticsJIRAMicrosoft ProjectOffice365Power BIPredictive ModelingRpaSmartsheetsTableauUkgWorkdayWorkday AnalyticsWorkday HcmWorkday PayrollWorkday Recruiting
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Reposted 14 Days AgoSaved
In-Office
Collins, NY, USA
Senior level
Senior level
Fintech • HR Tech • Insurance • Consulting
The Senior Financial Advisor will develop and implement financial plans for high-net-worth clients, advising on investments, retirement, tax strategies, and more, while building strong client relationships and staying updated on market trends.
Top Skills: Crm SystemsXplan
Reposted 14 Days AgoSaved
In-Office
Noel, MO, USA
Senior level
Senior level
Fintech • HR Tech • Insurance • Consulting
Manage complex client insurance programs, coordinate with vendors, maintain client relationships, analyze quotes, and ensure superior service through teamwork.
Top Skills: Agency Management SystemExcelInternet TechnologiesPremium Analysis SoftwareWord
Reposted 14 Days AgoSaved
In-Office
Frame, TX, USA
Senior level
Senior level
Fintech • HR Tech • Insurance • Consulting
The role involves collaborating with the Performance Team to enhance data management and performance analysis, ensuring strategic alignment and driving innovative solutions in investment data strategy.
Top Skills: AIAutomationCloudData EcosystemsData WranglingPerformance Processes
Reposted 14 Days AgoSaved
In-Office
Baker, London Grove, PA, USA
Junior
Junior
Fintech • HR Tech • Insurance • Consulting
The Human Capital Generalist oversees employee lifecycle processes, manages employee relations, and supports HR operations for the UK & Ireland office.
Top Skills: Workday
Reposted 14 Days AgoSaved
In-Office
Horizon, UT, USA
Mid level
Mid level
Fintech • HR Tech • Insurance • Consulting
The Administrative Coordinator supports strategy consultants by managing calendars, travel arrangements, client relationships, and administrative tasks, ensuring smooth project execution.
Top Skills: ExcelGoogle DriveMicrosoft DynamicsMs WordOutlookPowerPointSalesforceSharepoint
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