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Reposted 5 Days AgoSaved
Remote
USA
220K-250K Annually
Senior level
220K-250K Annually
Senior level
Fintech • Payments • Financial Services
The Corporate Controller manages accounting operations, oversees financial reporting, ensures compliance with regulations, and improves financial processes. Responsibilities include leading audits, developing accounting policies, and providing insights for strategic decisions.
Top Skills: NetSuiteOracleQuickbooks EnterpriseSAP
Reposted 7 Days AgoSaved
Remote
USA
125K-150K Annually
Senior level
125K-150K Annually
Senior level
Fintech • Payments • Financial Services
The Wealth Advisor will provide tailored financial advice to doctors, develop financial plans, build client relationships, and ensure exceptional service in a fiduciary capacity.
Top Skills: Fi360Fidelity WealthscapeMoneyguideproOrionSalesforce
Reposted 19 Days AgoSaved
Remote
USA
135K-165K Annually
Mid level
135K-165K Annually
Mid level
Fintech • Payments • Financial Services
The Salesforce Architect will design, implement, and scale the Salesforce ecosystem, optimizing integrated systems and collaborating cross-functionally to meet business goals.
Top Skills: Api IntegrationsBulk ApiCpqHubspotJavaScriptLeandataMarketing CloudOutreachPowershellPythonRestSales CloudSalesforceService CloudSoap
Reposted 20 Days AgoSaved
Remote
USA
75K-85K Annually
Mid level
75K-85K Annually
Mid level
Fintech • Payments • Financial Services
Assist the advisory team in client meetings, develop financial plans, onboard and support clients, and ensure compliance with regulatory requirements.
Top Skills: Fidelity WealthscapeMoneyguideproOrionSalesforce
23 Days AgoSaved
Remote
USA
65K-75K Annually
Mid level
65K-75K Annually
Mid level
Fintech • Payments • Financial Services
The Client Development Associate will engage potential clients, generate leads, set meetings for the Director of Client Development, and close leads, focusing on building relationships and achieving sales targets.
Top Skills: CRMHubspotSalesforce
23 Days AgoSaved
Remote
USA
175K-250K Annually
Expert/Leader
175K-250K Annually
Expert/Leader
Fintech • Payments • Financial Services
The Head of Advisory Services will lead Earned's advisory platform, shaping strategy, scaling operations, and ensuring client value creation. They will oversee team dynamics, drive integration, and represent the platform in leadership discussions.
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