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4 Hours AgoSaved
In-Office
2 Locations
72K-116K Annually
Junior
72K-116K Annually
Junior
Fintech
The Client Account Manager is responsible for managing relationships with institutional clients, overseeing plan administration, consulting on operational best practices, and participating in sales activities.
Reposted 21 Hours AgoSaved
In-Office
2 Locations
95K-201K Annually
Senior level
95K-201K Annually
Senior level
Fintech
The Client Success Manager at T. Rowe Price supports advisor clients in developing comprehensive financial plans, ensuring client satisfaction, and collaborating across teams for enhanced financial advice.
Reposted 5 Days AgoSaved
In-Office
2 Locations
85K-181K Annually
Senior level
85K-181K Annually
Senior level
Fintech
The Investment Compliance Officer manages the onboarding of accounts, programming compliance restrictions into Charles River, and assessing regulatory impacts while ensuring investment adherence to requirements.
Top Skills: Charles River
16 Days AgoSaved
In-Office
2 Locations
65K-91K Annually
Entry level
65K-91K Annually
Entry level
Fintech
The Associate Sales Consultant will service participant requests, deepen participant relationships, provide financial guidance, and meet sales targets while supporting financial consultants.
19 Days AgoSaved
In-Office
2 Locations
108K-230K Annually
Senior level
108K-230K Annually
Senior level
Fintech
The role involves developing and executing communications strategies for digital engagement and thought leadership, focusing on data-driven content optimization and stakeholder collaboration.
Top Skills: CRMDigital Marketing ToolsGoogle AnalyticsMarketing AutomationSalesforceSemSeo
Reposted 23 Days AgoSaved
In-Office
2 Locations
108K-230K Annually
Senior level
108K-230K Annually
Senior level
Fintech
The Sr. Manager, Investment Tax oversees tax compliance for mutual funds, manages provisions, and optimizes tax operations while mentoring junior staff.
Top Skills: AlteryxExcelPower BI
Reposted 23 Days AgoSaved
In-Office
2 Locations
57K-73K Annually
Junior
57K-73K Annually
Junior
Fintech
The Senior Sales Specialist will service and deepen participant relationships, resolve account issues, and refer clients to consultants while achieving sales targets.
Reposted 23 Days AgoSaved
In-Office
Colorado Springs, CO, USA
84K-143K Annually
Senior level
84K-143K Annually
Senior level
Fintech
The Intermediary Sales Consultant manages relationships with Financial Advisors, focusing on business development, territory management, and sales support. Responsibilities include prospecting, client engagement, and using CRM tools to optimize sales efforts.
Top Skills: Finra Series 66Finra Series 7Salesforce
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