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YesterdaySaved
In-Office or Remote
6 Locations
90K-204K Annually
Expert/Leader
90K-204K Annually
Expert/Leader
Fintech
As Managing Director, you'll enhance retirement programs for non-profits, manage institutional client relationships, and drive client satisfaction while collaborating with internal teams.
Top Skills: Finra Series 63Finra Series 7
Reposted 2 Days AgoSaved
In-Office
5 Locations
85K-143K Annually
Mid level
85K-143K Annually
Mid level
Fintech
As a Senior Campaign Developer, you will create and manage targeted email and direct mail campaigns, ensuring precise messaging through data analysis and quality assurance processes.
Top Skills: OracleSalesforce Journey BuilderSnowflakeSQLSQL ServerTwilio SegmentUnica Campaign
Reposted 2 Days AgoSaved
In-Office
Greenwood Village, CO, USA
45K-60K Annually
Entry level
45K-60K Annually
Entry level
Fintech
As a Workplace Planning Associate, you will build relationships with 401(k) participants, handling inquiries, guiding options, and preparing for FINRA licensing exams.
Top Skills: Salesforce
Reposted 2 Days AgoSaved
In-Office
7 Locations
80K-127K Annually
Senior level
80K-127K Annually
Senior level
Fintech
The Senior Associate manages Form 5500 filings for various plans, ensuring compliance with regulations, mentoring juniors, and maintaining client relationships.
Top Skills: Database ToolsEfast)ExcelForm 5500 Filing Software (Ft WilliamPowerPointReliusWord
8 Days AgoSaved
In-Office
5 Locations
80K-127K Annually
Mid level
80K-127K Annually
Mid level
Fintech
The role involves performing pension valuations, training analysts, managing projects, and collaborating with teams to develop solutions for clients.
Top Skills: Actuarial ScienceMathematics
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8 Days AgoSaved
In-Office
4 Locations
80K-127K Annually
Mid level
80K-127K Annually
Mid level
Fintech
Responsible for managing State and Local Indirect Tax functions, including compliance and audits, while collaborating with team members and ensuring quality work.
Top Skills: AlteryxAribaMS OfficeOracle R12Power BIPtmsVertex
10 Days AgoSaved
In-Office
Broomfield, CO, USA
45K-75K Annually
Entry level
45K-75K Annually
Entry level
Fintech
As a Financial Representative, you will engage with clients to build relationships, assist with transactions, and identify opportunities for deeper engagement, supporting branch success.
Top Skills: CfpFinancial ServicesFinra Licensing
10 Days AgoSaved
In-Office or Remote
3 Locations
110K-160K Annually
Senior level
110K-160K Annually
Senior level
Fintech
The Director, Advanced Planning leads estate planning for high net worth clients, provides advisor training, and supports business development. Requires significant experience in trusts, estate planning, and financial services.
17 Days AgoSaved
In-Office
Lone Tree, CO, USA
118K-189K Annually
Mid level
118K-189K Annually
Mid level
Fintech
The role involves mentoring sales associates in financial planning, enhancing their consultative selling skills, and promoting professional growth through collaboration and training.
Top Skills: Financial Planning TechniquesFinancial Service Industry KnowledgeInsurance OfferingsRetirement Solutions
Reposted 18 Days AgoSaved
In-Office
6 Locations
89K-150K Annually
Senior level
89K-150K Annually
Senior level
Fintech
The consultant provides advice on retirement and benefit programs, oversees pension valuations, trains staff, and manages client relationships and budgets.
Top Skills: Erisa,Ppa,Irs,Dol,Pbgc,Fas
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