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Reposted 24 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Financial Services
Lead the architecture and delivery of an enterprise data platform with a lakehouse and Snowflake, ensuring data quality, scalability, and governance. Influence executives, define platform standards, and establish data processes while adapting to technology changes.
Top Skills: AWSDatabricksSnowflake
Reposted 24 Days AgoSaved
In-Office
St. Cloud, MN, USA
24-25 Hourly
Senior level
24-25 Hourly
Senior level
Financial Services
The Senior Office Services Associate will enhance process efficiency, maintain security systems, manage documentation for audits, and assist with inventory and logistics in the office environment.
Top Skills: MS OfficeOracle Procurement System
25 Days AgoSaved
Hybrid
2 Locations
119K-172K Annually
Senior level
119K-172K Annually
Senior level
Financial Services
The Senior Digital Marketing & Analytics Manager will oversee web analytics, conversion rate optimization, SEO/AEO strategies, and D2C funnel performance, driving growth through data-driven insights and collaboration with digital teams.
Top Skills: AeoAhrefsFullstoryGa4Google Search ConsoleHotjarMicrosoft ClarityPythonScreaming FrogSemrushSeoSQL
25 Days AgoSaved
Hybrid
Dallas, TX, USA
83K-118K Annually
Senior level
83K-118K Annually
Senior level
Financial Services
The Senior Marketing Specialist manages client communications and DTC marketing strategies, supports campaign execution, monitors performance, and enhances client engagement for Cetera's various marketing initiatives.
Top Skills: Salesforce CRMSalesforce Marketing Cloud
Reposted 26 Days AgoSaved
In-Office or Remote
2 Locations
75K-75K Annually
Mid level
75K-75K Annually
Mid level
Financial Services
As an Internal Business Development Consultant, you will attract and recruit financial professionals, managing recruitment pipelines and collaborating with teams to support sales efforts.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSalesforce
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Reposted 26 Days AgoSaved
In-Office
Pearl River, NY, USA
17-27 Annually
Entry level
17-27 Annually
Entry level
Financial Services
The Client Services Representative supports Financial Advisors by managing client paperwork, processing transactions, maintaining relationships, and ensuring excellent customer service. This role involves communication with clients and Advisors, preparing materials for meetings, and organizing client events.
Top Skills: AdviceworksMS OfficeRedtailSmartworks
Reposted 26 Days AgoSaved
Remote
United States
107K-190K Annually
Senior level
107K-190K Annually
Senior level
Financial Services
The Channel Business Development Leader drives advisor recruiting growth by leading the business development team, managing performance, and ensuring execution of recruiting programs while hitting KPIs.
Top Skills: Cost-Benefit Analysis (Cba)Financial ServicesKpi ManagementWealth Management
Reposted 26 Days AgoSaved
Remote
United States
110K-110K Annually
Senior level
110K-110K Annually
Senior level
Financial Services
The Regional Business Development Manager will drive recruitment of Financial Advisors, manage relationships, and present CFG's value proposition while achieving recruitment goals.
Top Skills: ExcelSalesforce
Reposted 26 Days AgoSaved
Hybrid
Houston, TX, USA
115K-115K Annually
Senior level
115K-115K Annually
Senior level
Financial Services
The Senior Wealth Manager at TRPG will source and acquire new clients, analyze financial information, and maintain relationships to optimize financial plans.
Top Skills: CrmsMs Office Suite
Reposted 26 Days AgoSaved
In-Office
Rockland, NY, USA
21-27 Hourly
Entry level
21-27 Hourly
Entry level
Financial Services
The Client Services Representative supports Financial Advisors with client interactions, paperwork, and communication, ensuring a high level of customer service and relationship management.
Top Skills: MS Office
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