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Financial Services
The RVP, New Client Development is responsible for overseeing new client acquisition for the firm, driving sales strategy, and ensuring client satisfaction through personalized financial planning.
Financial Services
Oversee all accounting operations, ensure compliance with financial regulations, manage a team of 25+, and drive operational efficiencies.
Top Skills:
FinraGaapMS OfficeSecWorkday
Financial Services
The RVP New Client Development drives client acquisition and revenue growth by supporting financial advisory teams and educating clients on financial planning.
Top Skills:
Crm Systems (Salesforce)
Financial Services
The VP of Business Development will lead M&A strategy, financial analysis, negotiation, and market monitoring to enhance Wealth Enhancement's growth efforts.
Top Skills:
Financial Analysis ToolsM&A SoftwareMicrosoft Office Suite
Financial Services
The Sr. Financial Planner supports Financial Advisors in creating financial plans, conducts analyses, trains peers, and provides technical expertise.
Top Skills:
EmoneyMicrosoft Office SuiteMoneyguide ProMorningstarSalesforce
Financial Services
The Portfolio Consultant supports advisors by providing financial guidance, developing investment strategies, and enhancing client relationships through tailored support and thought leadership.
Top Skills:
MS Office
Financial Services
The Associate Growth Product Manager will manage website projects, drive feature development, and support cross-functional teams to deliver growth product initiatives.
Top Skills:
AcquiaAgileConfluenceDrupalJIRAMicrosoft Office SuiteSalesforce
Financial Services
The Senior Cloud Architect is responsible for designing and implementing AWS cloud solutions, collaborating with teams, and optimizing cloud operations. This role includes troubleshooting, performance assessments, and mentoring team members on cloud technologies.
Top Skills:
AthenaAWSData ZoneGlueLake FormationMacieRedshift
Financial Services
The Client Onboarding Specialist assists with onboarding new client accounts by ensuring proper paperwork completion, compliance, and relationship management with internal teams and clients, enhancing client satisfaction and operational efficiency.
Top Skills:
MS OfficeSalesforce
Financial Services
The Portfolio Consultant supports advisors in investment management, drives organic growth, and enhances client experiences through strategic business initiatives and tailored investment solutions.
Top Skills:
Microsoft Office Suite
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