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Reposted 15 Days AgoSaved
In-Office
3 Locations
180K-210K Annually
Senior level
180K-210K Annually
Senior level
Fintech • Financial Services
The Senior Manager, Corporate Strategy supports strategic planning and business transformations, partnering with leadership to drive growth initiatives and market analysis, while communicating priorities and recommendations across the organization.
Top Skills: Competitive IntelligenceData AnalysisFinancial ServicesMarket Testing
Reposted 15 Days AgoSaved
In-Office
Charlotte, NC, USA
150K-180K Annually
Senior level
150K-180K Annually
Senior level
Fintech • Financial Services
As a Senior Financial Planner, you will provide expert financial planning services to advisors and clients, developing comprehensive plans in areas such as investments, retirement, and estate planning.
Top Skills: EmoneyHolistiplanExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMoneyguideSalesforceSs Analyzer
Reposted 17 Days AgoSaved
In-Office or Remote
Charlotte, NC, USA
175K-210K Annually
Expert/Leader
175K-210K Annually
Expert/Leader
Fintech • Financial Services
The Senior Wealth Strategist will deliver sophisticated wealth planning solutions for HNW/UHNW clients, mentor advisors, and enhance planning capabilities.
Top Skills: EmoneyHolistiplanMoneyguideproSalesforce
18 Days AgoSaved
In-Office
Chicago, IL, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech • Financial Services
As a Business Development Consultant, you will identify and onboard new advisors, provide consultative support, and deliver presentations on AssetMark's offerings while managing a sales pipeline and maintaining client relationships.
Top Skills: MS OfficeSalesforce
18 Days AgoSaved
In-Office
Concord, CA, USA
155K-175K Annually
Mid level
155K-175K Annually
Mid level
Fintech • Financial Services
The Release Engineer manages release processes for both modern and legacy platforms, ensuring automated deployments via Azure DevOps, Docker, and Kubernetes while mentoring offshore teams and maintaining high-quality standards.
Top Skills: .Net CoreArgocdAzure DevopsDockerHelmKubernetesMongoDBNode.jsOpen TelemetryPostgresReactSonarqubeSql DatabasesTerraform
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18 Days AgoSaved
In-Office
Charlotte, NC, USA
158K-189K Annually
Senior level
158K-189K Annually
Senior level
Fintech • Financial Services
The Senior Product Manager will drive product success by defining roadmaps, leading cross-functional teams, and owning product initiatives within the technology ecosystem for a wealth management platform.
Top Skills: AnalyticsAPIsData-Driven Decision MakingSoftware Architecture
Reposted 18 Days AgoSaved
In-Office
2 Locations
90K-140K Annually
Mid level
90K-140K Annually
Mid level
Fintech • Financial Services
Own and maintain the Salesforce Marketing Cloud data model and operations. Ensure data integrity for personalization, segmentation, journeys, automations, and reporting. Manage ingestion, transformations, hygiene, sendability, compliance, and performance. Support FSC implementation, regression testing, cross-functional enablement, and provide data readiness signoff.
Top Skills: AmpscriptAutomationsCloudpagesContact BuilderData ExtensionsETLJourney BuilderSalesforce CRMSalesforce Financial Services CloudSalesforce Marketing CloudSQLSsjs
Reposted 18 Days AgoSaved
In-Office
Concord, CA, USA
175K-200K Annually
Senior level
175K-200K Annually
Senior level
Fintech • Financial Services
The role involves engaging with sales teams, educating financial advisors on private market strategies, and driving sales growth while serving as a subject-matter expert in private market solutions.
Top Skills: Crm Tools
Reposted 19 Days AgoSaved
In-Office
Charlotte, NC, USA
156K-173K Annually
Senior level
156K-173K Annually
Senior level
Fintech • Financial Services
Lead design, development, and implementation of scalable Salesforce solutions. Drive architecture, enforce coding standards, guide integrations with ERPs and external systems, ensure security and compliance, mentor developers, and maintain technical documentation.
Top Skills: ApexErp IntegrationsFinancial Services CloudLightning Web ComponentsMarketing CloudSales CloudSalesforce ArchitectSalesforce Platform Developer IiService CloudSOQLVisualforce
20 Days AgoSaved
In-Office
Charlotte, NC, USA
205K-225K Annually
Expert/Leader
205K-225K Annually
Expert/Leader
Fintech • Financial Services
The Director of Engineering will manage Salesforce implementation teams, drive technical execution, and lead architectural decisions, aligning engineering strategies with business goals. The role includes defining engineering processes, overseeing technical design, and partnering with product leaders to communicate technical visions.
Top Skills: Agile MethodologiesAPIsCloud-Native ApplicationsFinancial Services CloudMicroservicesSalesforce
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