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Top Tech Jobs & Startup Jobs in Austin, TX
Financial Services
The Senior TPA Sales Consultant will develop sales strategies, provide retirement plan design consulting, maintain advisor relationships, and ensure revenue targets are met while managing a sales pipeline and promoting fiduciary services.
Top Skills:
MS OfficeSalesforce
Financial Services
The Wealth Management Consultant builds and manages relationships with Tier 2 advisors, driving engagement and satisfaction through Cetera's growth tools and support.
Top Skills:
Finra Licenses
Reposted 8 Days AgoSaved
Financial Services
The Financial Institutions Management Consultant will manage strategic business planning and relationships with financial institutions, offering business consulting and wealth management expertise to drive growth and enhance client experience.
Top Skills:
Finra Series 63Finra Series 65Finra Series 66Finra Series 7
Reposted 9 Days AgoSaved
Financial Services
Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.
Top Skills:
Cetera Platform(S)Finra Licenses
Financial Services
The Compliance Analyst ensures all retail communication meets state and federal regulations, manages compliance reviews, and assists with regulatory inquiries.
Top Skills:
FinraNaicSecState Dois
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Financial Services
The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.
Top Skills:
ExcelSalesforce
Financial Services
The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to ensure compliant, holistic financial solutions.
Top Skills:
EmoneyFinancial Planning PlatformsMS OfficeMoneyguideproSalesforce
Financial Services
As an Internal Business Development Consultant, you will attract and recruit financial professionals, managing recruitment pipelines and collaborating with teams to support sales efforts.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSalesforce
Financial Services
The Channel Business Development Leader drives advisor recruiting growth by leading the business development team, managing performance, and ensuring execution of recruiting programs while hitting KPIs.
Top Skills:
Cost-Benefit Analysis (Cba)Financial ServicesKpi ManagementWealth Management
Financial Services
The Regional Business Development Manager will drive recruitment of Financial Advisors, manage relationships, and present CFG's value proposition while achieving recruitment goals.
Top Skills:
ExcelSalesforce
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