Search the 7 jobs at AdvisorEngine

The Senior QA Lead Engineer will lead QA teams, manage testing activities, and enhance quality assurance processes. Responsibilities include interpreting requirements, creating test plans, mentoring team members, executing test cases, and improving QA practices while collaborating with development teams.

The Lead Generation Manager will drive lead generation activities, managing various digital marketing campaigns and optimizing funnels. Responsibilities include overseeing campaign performance, analyzing data, and collaborating with sales and marketing teams to enhance client acquisition efforts. This role requires strong analytical skills and experience with B2B/SaaS marketing in the wealth management sector.

The Lead Generation Manager at AdvisorEngine will oversee the development, execution, and analysis of digital marketing campaigns to enhance client engagement and acquisition. Responsibilities include managing full-funnel marketing strategies, maintaining campaign performance reporting, optimizing landing pages, and collaborating with internal teams and agencies to drive growth.

The Relationship Manager will develop and manage relationships with Registered Investment Advisors, consult on internal processes to improve technology usage, implement client engagement programs, and ensure a high-quality client experience while demonstrating the software features.

The Relationship Manager at AdvisorEngine is responsible for developing and managing relationships with Registered Investment Advisors, consulting on their internal processes, and driving technology adoption to maximize software utility. They need to demonstrate strong client engagement and responsiveness while understanding the software platform deeply.

The Onboarding Specialist will manage the onboarding and implementation of financial advisory firms using AdvisorEngine's technology. Responsibilities include coordinating client projects, enhancing technology adoption, delivering best practices, and building relationships to ensure client satisfaction. They will also problem-solve, facilitate communication among teams, and support clients to achieve their goals effectively.

The Head of DevOps will manage a team of engineers focused on building and maintaining wealth management systems. Responsibilities include ensuring system stability, automating processes, monitoring system health, managing deployments, and collaborating to support multiple projects while optimizing for business outcomes.