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Reposted YesterdaySaved
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Remote
USA
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100K-150K Annually
Senior level
100K-150K Annually
Senior level
Financial Services
Build and manage relationships with prospective wealth management clients, own the sales pipeline from prospecting to close, present tailored solutions, collaborate across teams, and drive sales growth while meeting client needs and supporting business objectives.
Top Skills: CRMExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSalesforceZoom
Reposted YesterdaySaved
Easy Apply
Remote
USA
Easy Apply
106K-125K Annually
Senior level
106K-125K Annually
Senior level
Financial Services
The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.
Top Skills: ExcelGoogle SheetsPower BISalesforceTableau
Reposted YesterdaySaved
Easy Apply
Remote
USA
Easy Apply
130K-150K Annually
Senior level
130K-150K Annually
Senior level
Financial Services
As a Senior Product Manager, you will lead the development of tools for financial advisors, focusing on product execution, advisor-centric development, and integrating AI into workflows while mentoring junior team members.
Top Skills: AIAPIsMachine Learning
2 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
213K-250K Annually
Expert/Leader
213K-250K Annually
Expert/Leader
Financial Services
The Director of Strategic Partnerships will manage relationships with business partners, negotiate agreements, identify new opportunities, and lead cross-functional teams to drive revenue growth for Mercer Advisors.
2 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
90K-120K Annually
Mid level
90K-120K Annually
Mid level
Financial Services
The Senior Business Intelligence Analyst will develop reports and tools for analyzing sales and marketing performance and client service operations while collaborating with various leadership teams.
Top Skills: Azure SynapseMS OfficePower BIPythonSalesforceSQL
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Reposted 3 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
128K-150K Annually
Senior level
128K-150K Annually
Senior level
Financial Services
The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.
Top Skills: Crm SystemsExcelMs WordOutlookPowerPoint
Reposted 4 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
170K-200K Annually
Expert/Leader
170K-200K Annually
Expert/Leader
Financial Services
The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.
Top Skills: SureprepUltratax
Reposted 5 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
165K-175K Annually
Senior level
165K-175K Annually
Senior level
Financial Services
Lead the Opportunity Engine product development, managing cross-functional teams to drive advisor growth and improve client experiences using data and AI.
Top Skills: AIB2B SaasData AnalysisMachine Learning
9 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
117K-137K Annually
Senior level
117K-137K Annually
Senior level
Financial Services
The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.
Top Skills: SureprepUltratax
Reposted 9 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
72K-85K Annually
Mid level
72K-85K Annually
Mid level
Financial Services
The Client Development Associate guides new clients through the onboarding process, ensuring a seamless transition to official client status while managing documentation and account setup.
Top Skills: EstateFinancial PlanningInsuranceInvestment ManagementTax
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