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20 Days Ago
Charlotte, NC, USA
Senior level
Senior level
Financial Services
The Regional Director manages sales activities, develops new client relationships, and supports existing advisors in the North East, focusing on investment solutions.
Top Skills: Series 63Series 66Series 7Sie
155K-185K Annually
Senior level
Financial Services
The Regional Director manages relationships with financial advisors in the NW US, focusing on sales leadership and business development, while educating on investment strategies.
Top Skills: Series 63 LicenseSeries 66 LicenseSeries 7 LicenseSie License
20 Days Ago
Austin, TX, USA
Junior
Junior
Financial Services
The Associate will oversee outsourced operations, service client inquiries, assist with investor onboarding, and support new fund products within Investment Operations.
Top Skills: Advanced ExcelMS OfficePower AutomatePower BI
20 Days Ago
Austin, TX, USA
50K-80K
Senior level
50K-80K
Senior level
Financial Services
The Manager, Corporate Tax oversees tax operations for REIT entities, managing compliance, projections, analyses, and communications with stakeholders while ensuring efficiency and accuracy in tax matters.
Top Skills: Federal Tax Form 1120-ReitFinancial ModelsExcel
20 Days Ago
Remote
2 Locations
Senior level
Senior level
Financial Services
Seeking a skilled QA Automation Engineer to design and manage test plans, lead automated testing efforts, mentor others, and ensure quality practices within the engineering team.
Top Skills: C#Ci/CdJavaScriptPythonRobot FrameworkSQL
Junior
Financial Services
The role involves supporting Regional Directors by conducting portfolio analysis, delivering educational webinars, answering queries from financial advisors, and assisting in marketing materials development for RIA clients.
Top Skills: AccessExcel
20 Days Ago
Austin, TX, USA
Senior level
Senior level
Financial Services
The Senior Manager, Payroll Operations oversees global payroll functions, ensuring timely, accurate operations and compliance in collaboration with HR, Finance, and Legal teams.
Top Skills: ExcelOutlookPowerPointWordWorkday Payroll
Entry level
Financial Services
The Analyst/Associate will analyze data for investment solutions, working collaboratively to provide insights on asset allocation and portfolio performance.
Top Skills: Data AnalysisPortfolio AnalyticsStatistical Analysis
21 Days Ago
Remote
2 Locations
Mid level
Mid level
Financial Services
As a Full Stack Engineer, you will develop solutions for the Investments team, ensuring high availability and excellent customer experience while improving operational efficiency.
Top Skills: AngularAWSAzureC#CakeCi/CdElk StackGoogleJavaScriptOctopusPythonReactTeamcityVue
Reposted 21 Days Ago
Austin, TX, USA
Senior level
Senior level
Financial Services
The Lead ERP Specialist supports financial systems strategy by managing Oracle Cloud ERP applications, resolving technical issues, and ensuring process improvement through collaboration and integration with various departments.
Top Skills: Oracle Cloud ErpOracle Integration Cloud
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