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Earned Wealth

Director of Client and Advisor Experience

Reposted 10 Days AgoSaved
Remote
USA
180K-210K Annually
Senior level
180K-210K Annually
Senior level
Fintech • Payments • Financial Services
The Director of Client and Advisor Experience is responsible for defining and executing Earned's service offerings, enhancing client experience across channels and ensuring alignment with organizational goals.
Top Skills: Salesforce
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Earned Wealth

Revenue Operations Analyst

Reposted 11 Days AgoSaved
Remote
10 Locations
90K-125K Annually
Mid level
90K-125K Annually
Mid level
Fintech • Payments • Financial Services
The Revenue Operations Analyst will enhance client development by optimizing sales infrastructure, managing CRM platforms, and analyzing sales data for growth initiatives.
Top Skills: ExcelHubspotLookerOutreach.IoSalesforceSeamless.Ai
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Earned Wealth

Client Development Associate

14 Days AgoSaved
Remote
United States
60K-70K Annually
Mid level
60K-70K Annually
Mid level
Fintech • Payments • Financial Services
The Client Development Associate will engage potential clients through lead generation, nurture leads, and schedule meetings to drive revenue goals while supporting the Director of Client Development.
Top Skills: CRMHubspotSalesforce
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Earned Wealth

Senior Tax Manager

18 Days AgoSaved
Remote
2 Locations
130K-160K Annually
Senior level
130K-160K Annually
Senior level
Fintech • Payments • Financial Services
The Senior Tax Manager oversees financial statements, tax return preparation, client relationships, and strategic tax planning for multiple clients, ensuring compliance and accuracy.
Top Skills: Financial Analysis ToolsTax Planning Software
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Earned Wealth

Corporate Development Associate - Mergers and Acquisitions

19 Days AgoSaved
Remote
4 Locations
150K-175K Annually
Mid level
150K-175K Annually
Mid level
Fintech • Payments • Financial Services
The M&A Corporate Development Analyst will support deal execution activities, conduct financial analysis, and assist in managing due diligence processes related to acquisitions.
Top Skills: Excel
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Earned Wealth

Associate Wealth Advisor

22 Days AgoSaved
Remote
USA
75K-85K Annually
Junior
75K-85K Annually
Junior
Fintech • Payments • Financial Services
Assist the advisory team in client interactions, develop financial plans, manage client appointments, ensure compliance, and support financial strategies in wealth management.
Top Skills: Fidelity WealthscapeMoneyguideproOrionSalesforce
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