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2 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.
Top Skills: Crm SystemsExcelMs WordOutlookPowerPoint
2 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.
Top Skills: EmoneyMorningstarPortfolio AccountingSalesforceSs Analyzer
2 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Senior Director, Client Relationship Expansion leads the growth strategy by empowering advisors, ensuring cohesive initiatives, and translating data into actionable insights to elevate client engagement and commercial performance.
Top Skills: CRMPortfolio Analytics PlatformsPower BITableau
3 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Director will lead Community Marketing Operations, overseeing events and initiatives, managing a team, optimizing processes, and ensuring alignment with business goals.
Top Skills: CventEventsparkSalesforce
Reposted 3 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Onboarding Coordinator will manage HR administration for mergers and acquisitions, ensuring smooth onboarding and compliance processes for new hires.
Top Skills: ExcelHris
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Entry level
Financial Services
The Wealth Management Enablement Manager drives service improvements by developing training programs and resources for advisors and client service staff, enhancing communication and process efficiency in Wealth Management.
5 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Wealth Management Enablement Manager will enhance services in Wealth Management by training staff, improving processes, and supporting integrations during acquisitions.
5 Days AgoSaved
Remote
USA
Mid level
Mid level
Financial Services
The Wealth Management Enablement Manager drives service efficiency by training advisors, enhancing processes, and improving client interactions through communication and education.
8 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
The Senior Director of Infrastructure & Operations will lead infrastructure strategy, manage IT services, ensure security and compliance, and optimize resource allocation while mentoring teams and collaborating with stakeholders.
Top Skills: Azure)Cloud Platforms (AwsIt SystemsItilNetworkingServicenowVirtualization
Reposted 11 Days AgoSaved
Remote
USA
Senior level
Senior level
Financial Services
Mercer Advisors seeks a Creative Director to lead creative vision and strategy, mentor a team, oversee campaign development, and use data for creative optimization. The role demands innovation aligned with business goals while managing multiple projects in a fast-paced environment.
Top Skills: Adobe Creative SuiteFigmaMS Office
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