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Reposted YesterdaySaved
Remote
USA
Internship
Internship
Financial Services
As a Growth Analytics intern, you will support the Direct to Consumer Acquisition team through analytical projects, assisting in competitive analytics, data collection, marketing analysis, and collaboration across teams to provide actionable insights.
Top Skills: ExcelMicrosoft PowerpointPower BISalesforce
Reposted 2 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Senior M&A Compliance Analyst will support compliance activities, manage regulatory issues, assist with due diligence, and ensure successful firm integrations.
Top Skills: ExcelMs OutlookMs PowerpointMs Word
4 Days AgoSaved
Remote
USA
31-36 Annually
Junior
31-36 Annually
Junior
Financial Services
The Tax Support Specialist assists the tax team by handling administrative tasks, managing client documents, and communicating with clients to ensure a high-quality experience.
Top Skills: ExcelMs WordOutlookPowerPoint
4 Days AgoSaved
Remote
USA
27-31 Annually
Junior
27-31 Annually
Junior
Financial Services
The Trade Support Specialist will manage trading processes, resolve errors, ensure compliance, and maintain relationships with trading desks and clients.
Top Skills: BloombergExcelOrionSalesforce
Reposted 4 Days AgoSaved
Remote
USA
175K-210K Annually
Expert/Leader
175K-210K Annually
Expert/Leader
Financial Services
Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.
Top Skills: Aspen
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5 Days AgoSaved
Remote
USA
170K-200K Annually
Senior level
170K-200K Annually
Senior level
Financial Services
The Senior Director, Sales Performance & Enablement will enhance sales execution, manage onboarding for new RVPs, and improve measurable sales outcomes through enablement strategies in a financial services context.
Top Skills: Call Recording SystemsCRMEnablement ToolsLearning Management Systems
Reposted 6 Days AgoSaved
Remote
USA
98K-115K Annually
Senior level
98K-115K Annually
Senior level
Financial Services
The Senior Manager, Deal Desk oversees the deal governance framework, ensuring proper intake, analysis, and approval of non-standard commercial requests while improving efficiency and decision-making in deal evaluations.
Top Skills: Salesforce
Reposted 7 Days AgoSaved
Remote
USA
90K-100K Annually
Senior level
90K-100K Annually
Senior level
Financial Services
The Investment Strategist works with regional advisor teams to provide portfolio construction and investment advice to high net worth clients, ensuring compliance and delivering thought leadership.
Top Skills: Alternative Asset SolutionsPrivate Market InvestmentsQuantitative Investing
Reposted 8 Days AgoSaved
Remote
USA
68K-80K Annually
Expert/Leader
68K-80K Annually
Expert/Leader
Financial Services
As a Wealth Strategist, you will assist advisors in creating comprehensive financial plans, analyzing client situations, and ensuring planning software is accurate while supporting various projects within the firm.
Top Skills: BnaEmoneyMS Office
11 Days AgoSaved
Remote
USA
149K-175K Annually
Senior level
149K-175K Annually
Senior level
Financial Services
The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.
Top Skills: Ai ToolsMarketing Automation
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