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Top Tech Jobs & Startup Jobs in Austin, TX
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Financial Services
The Director of Client Development leads high-value client development efforts, orchestrating agile teams to provide tailored experiences for high-net-worth prospects, ensuring effective communication and management of deliverables.
Top Skills:
BoxCalendlyExcelMS OfficeMicrosoft TeamsPowerPointSalesforce
12 Days AgoSaved
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Financial Services
The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.
Top Skills:
EmoneyMicrosoft Office SuiteMicrosoft TeamsPower BISalesforceZoom
Financial Services
The Director will develop and execute strategies for employee wealth and referral programs, focusing on marketing, education, and collaboration to meet growth targets.
Top Skills:
BusinessFinancial ServicesMarketingProgram Management
Financial Services
The Talent Program Manager oversees talent programs, enhancing employee engagement and development, while collaborating with the People organization and managing large-scale projects.
Top Skills:
Hris SystemMs Suite
Financial Services
The Tax Manager I leads client relationships and manages the preparation and review of tax returns for high-net-worth clients, providing timely and accurate tax services and communication.
Top Skills:
SureprepUltratax
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Financial Services
The Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.
Top Skills:
EmoneyMorningstarPortfolio AccountingSalesforceSs Analyzer
Financial Services
The Seasonal Tax Preparer assists the tax preparation team by preparing tax returns, utilizing tax software, and coordinating with team members to ensure accuracy and efficiency.
Top Skills:
ExcelLacerteMS OfficeUltratax
Financial Services
The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.
Top Skills:
Crm SystemExcelMs WordOutlookPowerPoint
Reposted 17 Days AgoSaved
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Financial Services
The Partner Success Document Control Specialist manages the integration of acquired firms by generating wealth management agreements, tracking execution, and maintaining documentation. Highly organized with strong communication skills are vital.
Top Skills:
Crm SystemsExcelMicrosoft Word
Financial Services
As a Talent Acquisition Intern, support high-volume recruiting operations by reviewing applications, sourcing candidates, coordinating interviews, and maintaining candidate data.
Top Skills:
Microsoft Office SuiteMonday.Com
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