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Fintech
The VP, Senior Relationship Manager will manage fiduciary relationships, support business development, provide guidance to advisors, and maintain high-touch service for complex accounts.
9 Days AgoSaved
Fintech
The Vice President, Data Services will lead the Party Reference Data team, architect cloud-native solutions, and manage data mastering processes, ensuring high-quality party data solutions.
Top Skills:
AuroraAws EventbridgeAws GlueAws LambdaAws MskAws RdsAws S3MssqlPostgresSnowflakeTerraform
Fintech
This role involves configuring and administering Cisco telephony systems, troubleshooting voice communication issues, and supporting complex technical services for clients and internal teams.
Top Skills:
Cisco Call ManagerCisco RoutingCisco SwitchingCisco UccxCisco Unified CommunicationsCisco WebexVoipWebex Room Kits
Fintech
The Sr Growth Manager at LPL Financial will create and implement sales strategies to enhance growth and advisor retention, collaborating with various teams to achieve objectives.
Fintech
The Business Development Associate will drive lead flow to increase sales through prospecting, qualifying leads, and effective reporting, primarily via cold calling and digital outreach.
Top Skills:
ExcelMs OutlookMs PowerpointMs WordSalesforce
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Fintech
This role involves driving advisor satisfaction and growth through relationship management, strategic consultations, and effective execution of business strategies, while utilizing Salesforce CRM for tracking and reporting.
Top Skills:
Microsoft TeamsMS OfficeSalesforce CRMSmartsheet
Fintech
The Distinguished Architect, AI will define LPL's AI strategy, govern architecture for AI/ML, and contribute to AI governance, focusing on ethical and responsible AI adoption while enabling high-value use cases in wealth management.
Top Skills:
AutogenAws BedrockAzure AiHugging FaceLangchainPythonPyTorchTensorFlow
Fintech
The Business Development Associate will prospect financial advisors, qualify leads, and drive sales through cold calling and digital outreach, while tracking performance with Salesforce.
Top Skills:
ExcelMs OutlookMs PowerpointMs WordSalesforce
Fintech
Drive financial advisor lead flow through phone-based prospecting, lead qualification, and reporting. Perform 100 daily outreaches, use Salesforce to track KPIs, and collaborate with recruiters to present qualified leads. Support career progression into regional director roles.
Top Skills:
LinkedInExcelMs OutlookMs PowerpointMs WordSalesforce
Fintech
Lead cross-domain Wealth Management capability design and delivery across Systems of Record. Drive data definitions, ownership, quality, domain-driven design, and enterprise alignment while mapping end-to-end data flows and influencing architecture, engineering, and business teams to reduce duplication and risk.
Top Skills:
Domain-Driven Design,Data Modeling,Data Lineage,Data Quality,Data Observability,Data Products,Data Contracts,Enterprise Data Architecture,Modern Data Platforms,Integration Patterns,Systems Of Record (Sors)
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