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5 Days AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Financial Services
Process and support payroll for ~3,000 multistate employees by resolving employee inquiries, maintaining payroll data, auditing timecards, assisting with payroll audits, reconciliations, off-cycle checks, and participating in system changes and testing.
Top Skills: Excel
Reposted 5 Days AgoSaved
Remote
United States
100K-100K Annually
Expert/Leader
100K-100K Annually
Expert/Leader
Financial Services
The Senior TPA Sales Consultant will develop sales strategies, provide retirement plan design consulting, maintain advisor relationships, and ensure revenue targets are met while managing a sales pipeline and promoting fiduciary services.
Top Skills: MS OfficeSalesforce
Reposted 5 Days AgoSaved
Hybrid
2 Locations
155K-232K Annually
Senior level
155K-232K Annually
Senior level
Financial Services
The Assistant Treasurer will oversee cash sweep programs, manage Treasury Operations, support capital financing strategies, build banking partnerships, and develop treasury talent in a regulated financial services environment.
Top Skills: ExcelPowerPointTreasury Management System
6 Days AgoSaved
Hybrid
2 Locations
55K-86K Annually
Mid level
55K-86K Annually
Mid level
Financial Services
Provide real-time advisor support and training for financial planning tools, troubleshoot technical and planning issues, deliver virtual/in-person sessions, create scalable training materials and knowledge base content, support software releases, and drive advisor adoption and plan quality.
Top Skills: AdvicepayAdviceworksAi-Enabled Search ToolsEmoneyMoneyguide
6 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Financial Services
Design, build, and operate customer-facing CIAM solutions using Microsoft Entra B2C. Implement authentication (OIDC/OAuth/SAML), custom IEF policies, social/enterprise federation, MFA, self-service user journeys, token/claim strategies, provisioning/lifecycle processes, and monitoring/Tier 3 support. Collaborate with dev teams and stakeholders and maintain IAM platform documentation and standards.
Top Skills: Active DirectoryClaims TransformationIdentity Experience Framework (Ief)JavaLdapMfaMicrosoft Entra B2CMicrosoft Entra External IdOauth 2.0Openid Connect (Oidc)PowershellPythonRest ApisSailpoint Identity Security Cloud (Identitynow)SAMLToken-Based AuthenticationZero Trust
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110K-110K Annually
Junior
Financial Services
Manage and grow a supplied book of business by building relationships with affiliate CPA firms, generating leads, developing financial and tax-smart planning solutions, coordinating account openings with support staff, presenting recommendations to clients and CPAs, conducting client workshops, and driving asset growth and insurance sales while maintaining industry knowledge and compliance.
Top Skills: Financial Planning SoftwareInternetExcelMicrosoft Word
Reposted 6 Days AgoSaved
In-Office
2 Locations
76K-90K Annually
Mid level
76K-90K Annually
Mid level
Financial Services
The Digital Product Specialist coordinates the launch and maintenance of Cetera's digital platform, overseeing UAT, defect resolution, and enhancement reviews while collaborating with various teams.
Top Skills: AirtableJIRA
Reposted 6 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Financial Services
The Senior Infrastructure Engineer will manage and enhance Microsoft 365 infrastructure, provide advanced support, and drive strategic improvements while overseeing multi-tenant environments and troubleshooting issues.
Top Skills: DefenderEntra IdExchange OnlineIntuneMicrosoft 365Microsoft GraphOnedrivePowershellPurviewSharepoint OnlineTeams
Reposted 6 Days AgoSaved
Hybrid
Dallas, TX, USA
115K-140K Annually
Senior level
115K-140K Annually
Senior level
Financial Services
The Due Diligence Operations Manager oversees operational workflows for product due diligence, ensuring compliance and efficiency while managing cross-functional collaboration and risk management.
Top Skills: Salesforce
Reposted 6 Days AgoSaved
Hybrid
Dallas, TX, USA
73K-103K Annually
Junior
73K-103K Annually
Junior
Financial Services
The Supervision Specialist is responsible for reviewing trades, providing regulatory guidance, and overseeing financial professionals' compliance and operational activities.
Top Skills: AlbridgeDocupacePershingProtegentSalesforceSmarsh
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