Search the 9 jobs at AdvisorEngine

The Relationship Manager will be responsible for building and managing relationships with Registered Investment Advisor clients, consulting with them on internal processes, and driving greater adoption of our software.

The Relationship Manager will develop and manage relationships with Registered Investment Advisor clients and help them maximize the value of our software. They will also consult with clients on their internal processes, identify opportunities to expand relationships, and deliver excellent client experiences. The ideal candidate will have experience in financial services and wealth management or investment advisory.

The IT Security Manager will oversee the deployment, maintenance, and support of IT systems, manage end-user services, lead project management efforts, coordinate technology implementations, and ensure security measures are in place for corporate assets and data.

The Onboarding Specialist will be responsible for the implementation and adoption of CRM technology for new financial advisory firms. They will engage with clients, ensure technology adoption, manage onboarding processes, build client relationships, and coordinate with internal teams to deliver excellent client experiences.

The Head of DevOps will lead a team to develop next-generation Wealth Management systems, focusing on system stability, performance, and automation. Responsibilities include managing deployments, creating monitoring and resiliency mechanisms, and ensuring operational health while promoting team growth and collaboration.

The Senior QA Lead Engineer at AdvisorEngine will lead QA teams, manage testing activities, mentor staff, and enhance QA processes. Responsibilities include creating test plans, executing test cases, developing automation scripts, and participating in various testing types while ensuring product quality and team collaboration.

The Lead Generation Manager will oversee all aspects of lead generation activities including strategy, execution, budgeting, and analysis. This role focuses on optimizing marketing campaigns across various channels, enhancing client engagement, and conducting performance reports to drive business growth.

As a Senior Client Service Associate, you provide expert service for AdvisorEngine products, manage client inquiries via various channels, resolve issues, and collaborate with teams to ensure high client satisfaction. You will also contribute to training materials and mentor junior staff while maintaining a positive client relationship.

The Lead Generation Manager will drive lead generation activities and manage full-funnel acquisition marketing efforts. Responsibilities include executing marketing campaigns across digital and traditional channels, analyzing campaign performance, optimizing lead funnels, and collaborating with sales and marketing teams to enhance engagement.