Manage sales and relationships for complex accounts within the RIA and Regional Bank channels.
Serve as a consultant to clients, providing recommendations on T. Rowe Price strategies and solutions.
Promote the distribution of TRPIS/TRPA investment management strategies across multiple solutions.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.
Conduct client discovery calls with account executives.
Meet with clients to discuss fraud strategies to mitigate risk.
Create and deliver presentations aligned to proposed solution value.
SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transaction with confidence. They are building the future of identity verification in the United States, working as a digital-first company with strong collaboration across the U.S. and India.
Building and maintaining financial models to drive actionable insights for leadership decisions.
Analyzing past and current financial data to develop accurate forecasts and report on key metrics.
Identifying and implementing AI-driven tools and workflows to streamline FP&A processes.
Ashley Digital is the e-commerce engine behind Ashley Furniture Industries, a major home brand. They are a fast-moving, collaborative team focused on shaping how people discover and buy home furnishings.
Lead a team of Account Managers to drive customer satisfaction and increase Pacvue adoption.
Analyze client data to uncover insights and recommend solutions using Pacvue's platform.
Partner with Sales, Customer Success, Product, and Marketing to advocate for client needs.
Pacvue is the leading Commerce Operating System, unifying retail media, commerce management, and advanced measurement across 100+ global marketplaces. They empower over 70,000 brands, agencies, and sellers with AI-driven insights and technology, fostering an inclusive global community.
Support division sales and service leadership on all financial matters.
Facilitate the annual budgeting process and support periodic forecasting efforts for the division.
Track and analyze book of business metrics to support strategic planning.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has more than 1,300 associates.
Lead large-scale analytics initiatives across Finance Operations, enabling automated insights and improved decision-making.
Design scalable datasets, analytical models, and dashboards for forecasting, performance tracking, and risk management.
Present data-driven insights to senior leadership and influence cross-functional teams to drive measurable business outcomes.
Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers and internal IT organizations worldwide. Backed by Insight Partners, Kaseya has experienced sustained double-digit growth, supports customers in 20+ countries, manages 15M+ endpoints, and promotes a culture centered around innovation, accountability, and results.
Conduct financial needs analyses and deliver personalized solutions.
Continuously develop your skills through training and mentorship.
Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.
Evaluate and analyze complex financial models including DCF and LBO structures to provide robust AI training data.
Review and refine valuation methodologies, ensuring accuracy and relevancy for AI learning.
Translate capital markets and fintech concepts into structured insights for AI consumption.
They combine world-class human expertise with advanced machine learning workflows to help build and improve AI models. Backed by over $40 million in funding, they have a rapidly expanding international network of experts and focus on creating human intelligence infrastructure for the AI economy.
Conduct virtual consultations with clients to assess their financial needs.
Build lasting client relationships through periodic check-ins and follow-ups.
Utilize provided leads and training to advance based on performance.
Global Elite Empire Consultants is a third-party recruitment firm that connects candidates with insurance and financial services positions. They provide training, mentorship, and a flexible remote work environment.
Provide consulting services to small and midsize businesses.
Manage full-cycle accounting for multiple client accounts.
Perform financial analysis to identify trends and opportunities.
Kickstart Accounting Inc. aims to empower business owners by clarifying and instilling confidence in their financials. They foster a warm, collaborative, and mission-driven team environment dedicated to accessible and judgment-free financial clarity.
Lead and coach a high-performing team of Account Managers to drive client retention and growth.
Drive consultative sales strategies, including renewals, upsells, and cross-sells to deliver measurable business outcomes.
Use data and analytics to guide account strategy, monitor client health, and inform strategic decisions.
Lightcast is a global leader in labor market insights, working with partners across six continents to drive economic prosperity and mobility. They are an equal opportunity employer with offices in the US, UK, Europe, and India, committed to diversity and inclusion.
Act as a data analyst lead and trusted advisor for clients, working with complex datasets.
Serve as a subject matter expert with JD Power’s proprietary U.S. Automotive Configuration data to create value and drive client retention.
Enable business development growth through the creation of effective case studies highlighting the value of J.D. Power’s data and services.
JD Power is a proven leader in business-critical data and intelligence to drive auto-related decisions with confidence and clarity. By leveraging unmatched proprietary data, advanced analytics and deep industry expertise, JD Power fuels original equipment manufacturers, retailers, lenders, insurers and partners to enhance their performance.
Guide individuals and families through meaningful financial conversations
Build personalized financial strategies aligned with client goals
Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
Traction Forge Financial, leveraging the strength of GFI, strives to help individuals, families, and business owners gain clarity, confidence, and control over their financial future. They empower people from all backgrounds with the knowledge and strategies needed to move forward with purpose.
Support the Partner Solutions team in managing relationships with financial institution partners, contributing to their success.
Assist in developing marketing collateral and researching best practices to optimize partner use of the Pre-Approvals solution.
Collaborate with internal teams to support partner strategies and ensure timely resolution of partner needs.
SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They have been recognized as a top place to work and are an Inc. 5000 Fastest Growing Company.
Act as a data analyst lead and trusted advisor for clients.
Serve as a subject matter expert on automotive sales, pricing, incentives, and residual values.
Enable business development growth through effective case studies.
J.D. Power unites industry leading data and insights with world-class technology to solve clients’ toughest challenges. They are a leader in business-critical data and intelligence to drive auto-related decisions, and they have been delivering guidance since 1968.
Develop dashboards and custom reports that give senior leadership and program managers a clear view of performance.
Partner with FP&A, operations, and IT to translate business questions into clean data structures and scalable model design.
Build and maintain financial models in Workday Adaptive Planning for forecasting, budgeting, and scenario analysis.
LMI accelerates government impact with innovation and speed by investing in technology and prototypes ahead of need, bringing commercial-grade platforms and mission-ready AI to federal agencies. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value.
Build and iterate on complex financial models that support expansion.
Write SQL queries to pull raw data to ground financial projections.
Prepare quantitative and presentation materials to support strategic analyses.
Tia is transforming healthcare for women by increasing access to and improving the experience of key preventive healthcare services. They integrate services across primary care, mental health, gynecology, dermatology and wellness. Tia is a Series D, venture-backed company with more than 120,000 women who trust Tia for their care, across four markets.
Drive collaboration and coordination with cross-functional teams including programmers, engineers, and management.
Conduct root cause analyses, track progress, and deliver detailed status reports with KPIs.
Audit call and email communications to assess quality and compile feedback for improvement.
Natera is a global leader in cell-free DNA (cfDNA) testing, dedicated to oncology, women’s health, and organ health. The team consists of highly dedicated professionals from world-class institutions who care deeply for their work and each other.
Partnering with field sales leadership to deliver clear, actionable insights that support decision making.
Analyzing sales, market, pipeline, territory, and customer performance data to identify opportunities and risks.
Translating complex analysis into clear, executive-ready insights that drive decisions.
Smith+Nephew is a global medical technology company that designs and manufactures technology that takes the limits off living. Our culture of Care, Collaboration and Courage sets us apart and we work together with a spirit of ownership.
Assist in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board.
Build and maintain financial models to support financial planning and reporting and provide insights to leadership.
Monitor daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making.
The Zebra provides online tools and licensed agents to simplify car and home insurance shopping. With over 74 million quotes compared since 2012, they employ a diverse team of tech and insurance veterans and were named an Austin Business Journal's 2026 Best Place to Work.