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17 Days Ago
United States of America
Remote
809 Employees
5-7 Years of Experience
809 Employees
5-7 Years of Experience
Financial Services
Seeking a Trading Manager - Portfolio Optimization to lead the transition of client accounts to managed portfolios using tax-efficient optimization tools. Responsibilities include guiding a team, executing complex trade requests, communicating with advisors, and providing training and support on portfolio optimization tools.
18 Days Ago
United States of America
Remote
809 Employees
60K Annually
1-3 Years of Experience
809 Employees
60K Annually
1-3 Years of Experience
Financial Services
The Regional Marketing Specialist at Wealth Enhancement Group will accelerate the firm's growth by providing execution leadership and support on marketing and sales strategies. This role involves partnering with senior specialists, aligning marketing plans, supporting advisor teams, and enabling advisor growth through relationship building and event support.
18 Days Ago
United States of America
Remote
809 Employees
140K-160K Annually
7+ Years of Experience
809 Employees
140K-160K Annually
7+ Years of Experience
Financial Services
The Salesforce Technical Architect is responsible for ensuring quality coding across all development efforts related to Salesforce implementations. They lead technical review meetings, anticipate company needs, and create comprehensive technical designs and solutions. The role also involves reviewing user story acceptance criteria, collaborating with technology leadership, and participating in design review sessions to meet business objectives.
22 Days Ago
United States of America
Remote
809 Employees
140K-190K Annually
7+ Years of Experience
809 Employees
140K-190K Annually
7+ Years of Experience
Financial Services
The Private Client Strategist at Wealth Enhancement Group will create complex and customized comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Responsibilities include organizing client information, reviewing financial positions, analyzing legal documents, and providing recommendations in financial planning presentations.
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