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Financial Services
The Senior Infrastructure Engineer will maintain Microsoft 365 services, ensure security compliance, manage server infrastructure, and train teams. Responsibilities include troubleshooting, performance assessments, and process documentation.
Top Skills:
Active DirectoryDefender For IdentityDefender For Office 365DlpEdiscoveryExchangeMicrosoft 365Microsoft PurviewOnedriveSharepointTeams
Financial Services
The Paralegal will support regulatory compliance, employment law matters, and legal operations, including conducting research and managing legal documents.
Top Skills:
Microsoft Office Suite
Financial Services
The Trading Specialist - Data Engineer will manage the trading process, maintain data accuracy, report on KPIs, and assist in trading workflow enhancements leveraging Salesforce and Orion Eclipse.
Top Skills:
ExcelOrion EclipseSalesforce
23 Days Ago
Financial Services
Develop and implement marketing programs for the Strategic Referral Program, manage partner relationships, and drive revenue growth through various marketing tactics.
Top Skills:
Crm Systems (Salesforce)
Financial Services
The Business Systems Associate will support Advisor Teams by managing data, creating reports and dashboards, and assisting with internal resource management and communications.
Top Skills:
ExcelMS OfficeOrionSalesforce
Financial Services
The Product Manager will develop product roadmaps, lead agile processes, collaborate with stakeholders, and improve operational efficiencies and user satisfaction.
Top Skills:
JIRAMicrosoft Office SuiteSalesforce
Financial Services
The role involves leading and mentoring financial advisors, driving performance and growth, utilizing data for decision-making, and collaborating with various teams to enhance processes and results.
Top Skills:
Microsoft Office SuiteSalesforce
Financial Services
The Client Onboarding Manager leads account opening processes, improves client service efficiency, manages teams, and develops onboarding practices to enhance client experience.
Top Skills:
Custodial PlatformsMicrosoft Office SuiteSalesforceWorkday
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