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Top Tech Jobs & Startup Jobs in Austin, TX
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
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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
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
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.
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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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
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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
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
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
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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