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14 Hours Ago
2 Locations
Entry level
Entry level
Financial Services
Assist the Communities Team in supporting client groups by coordinating planning activities, improving processes, overseeing communications, and ensuring data integrity.
Top Skills: CRM
2 Days Ago
Charlotte, NC, USA
Mid level
Mid level
Financial Services
The Associate, Events manages logistics, executes events, coordinates with vendors, and ensures quality control for digital marketing while supporting business development and training.
Top Skills: CventGlobalmeetMs 365
Senior level
Financial Services
The Regional Director engages with clients in the Central US, focusing on business development, client education, and growth in advisory services. They must understand investments and capital markets to foster relationships and drive usage of Dimensional's solutions.
Top Skills: Series 63Series 66Series 7Sie (Securities Industry Essentials)
3 Days Ago
Austin, TX, USA
Junior
Junior
Financial Services
The Associate will support the Conference Strategy team in managing client events, project planning, and enhancing client communication and experience.
Top Skills: CRMPower BI
4 Days Ago
2 Locations
Senior level
Senior level
Financial Services
The Technology Business Analyst acts as a liaison between business clients and the tech team, managing projects, requirements, and vendor products, ensuring IT alignment and client satisfaction.
Top Skills: AirflowAtlassian ProductsKafkaMicrosoft Power PlatformSharepointUc4
6 Days Ago
2 Locations
Mid level
Mid level
Financial Services
The HR Operations Associate provides day-to-day HR support, handles inquiries via the HR case management platform, participates in recruitment processes, leads orientation for new hires, and supports global HR projects.
Top Skills: HrisWorkday
7 Days Ago
Austin, TX, USA
Senior level
Senior level
Financial Services
The Software Engineer II will build investment data technology solutions, enhance data pipelines, ensure data consistency, and improve processes using various programming technologies.
Top Skills: AirflowC#Entity FrameworkLinuxMongodbNumpyPandasPythonRedisRestful ApisSQLSql AlchemyWindows
10 Days Ago
Austin, TX, USA
Senior level
Senior level
Financial Services
The Counsel, Marketing Review will support legal needs related to global sales, advising on securities laws, and marketing materials for investment services.
Top Skills: Investment Advisers Act Of 1940Investment Company Act Of 1940Sec And Finra Advertising Rules
Junior
Financial Services
The Recruiting Coordinator will support recruiting efforts by coordinating interviews, managing candidate travel, enhancing processes, and assisting in HR projects.
Top Skills: ConcurExpensifyMS OfficeWorkday
Senior level
Financial Services
The Regional Director leads business development and manages relationships with financial advisors, focusing on sales and client service in the territory.
Top Skills: Asset AllocationClient Relationship ManagementFinancial ServicesInvestmentsSales LeadershipTeam Collaboration
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