Top Tech Jobs & Startup Jobs

Reposted 18 Days AgoSaved
Remote
USA
106K-125K Annually
Senior level
106K-125K Annually
Senior level
Financial Services
The Acquisition Data, Automation, and Tech Specialist manages acquisition systems, optimizing workflows, and using automation tools to enhance marketing efficiency. This role requires strong expertise in Salesforce and BI/reporting tools, along with a focus on operational reliability and AI integration.
Top Skills: Ai ToolsPower BISalesforceZapier
Reposted 18 Days AgoSaved
In-Office
Salt Lake City, UT, USA
68K-80K Annually
Entry level
68K-80K Annually
Entry level
Financial Services
The Financial Planner prepares comprehensive financial plans, collaborates with sales teams, and manages client documentation in a detail-oriented and customer-centric manner.
Top Skills: Crm SystemsEmoneyExcelMorningstarPortfolio Analysis ToolsSalesforceSs Analyzer
20 Days AgoSaved
Remote
Oklahoma, USA
70K-80K Annually
Junior
70K-80K Annually
Junior
Financial Services
The Financial Planner prepares comprehensive financial plans, collaborating with sales and investment teams while utilizing various financial planning tools and software.
Top Skills: Crm SystemsEmoneyExcelMorningstarPortfolio Analysis ToolsSalesforceSs Analyzer
Reposted 20 Days AgoSaved
In-Office
3 Locations
170K-210K Annually
Senior level
170K-210K Annually
Senior level
Financial Services
The Sr. Wealth Advisor will lead a team to provide client-focused wealth management, develop high-performing financial advisors, and ensure compliance while maintaining long-term client relationships.
Top Skills: Financial Planning Software
Reposted 20 Days AgoSaved
Remote
USA
170K-200K Annually
Senior level
170K-200K Annually
Senior level
Financial Services
The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.
Top Skills: EmoneyMicrosoft Office SuiteMicrosoft TeamsPower BISalesforceZoom
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21 Days AgoSaved
In-Office
Atlanta, GA, USA
85K-100K Annually
Senior level
85K-100K Annually
Senior level
Financial Services
As a Senior Financial Planner, you will develop comprehensive financial plans, support advisors, mentor team members, and enhance the client experience.
Top Skills: EmoneyHolistiplanExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMorningstarOrionSalesforce
21 Days AgoSaved
In-Office
Philadelphia, PA, USA
70K-80K Annually
Junior
70K-80K Annually
Junior
Financial Services
The Financial Planner prepares comprehensive financial plans, collaborates with teams, and utilizes financial planning software to enhance client strategies and recommendations.
Top Skills: Crm SystemsEmoneyExcelMorningstarPortfolio Analysis ToolsSalesforceSs Analyzer
21 Days AgoSaved
In-Office
Newport Beach, CA, USA
80K-90K Annually
Junior
80K-90K Annually
Junior
Financial Services
The Financial Planner prepares comprehensive financial plans, analyzes client data, collaborates with teams, and stays updated on financial topics while ensuring a seamless client experience.
Top Skills: Crm SystemsEmoneyExcelMorningstarPortfolio Analysis ToolsSalesforceSs AnalyzerTax Planning Tools
21 Days AgoSaved
Remote
USA
65K-75K Annually
Mid level
65K-75K Annually
Mid level
Financial Services
The Private Market Specialist provides operational support to the Private Investments team, managing client subscriptions and ensuring compliance, while fostering client relationships.
Top Skills: ExcelMs WordOutlookSalesforce
21 Days AgoSaved
Remote
USA
125K-150K Annually
Senior level
125K-150K Annually
Senior level
Financial Services
The Sr. Manager, New Partner Compensation Programs is responsible for overseeing the compensation strategy and integration for acquired partner firms within Mercer Advisors, ensuring alignment across departments and effective execution of compensation frameworks post-merger.
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