Jobs ranked by similarity.
Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize how they talk about estate planning with their clients. We cultivate a collaborative and supportive environment, fostering innovation and certified as a Great Place to Work.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.
Responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients. Must be detail-oriented and possess excellent time-management skills. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.
Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.
Xapo Bank is a fully distributed team of over 130 Xapiens that work remotely from 40+ countries around the world. They are committed to changing the way things are done and strive to provide economic freedom and wealth protection, no matter where you live.
Fisher Investments is a global investment firm that puts clients first. They are a privately held, multi-billion-dollar company focused on bettering the investment universe, and pride themselves in their inclusive culture.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Magnet Forensics is a global leader in developing digital investigative software. They serve thousands of customers globally and have employees based around the world, focused on innovation and customer satisfaction with a supportive team environment.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are committed to diversity with a flexible work environment.
Later is the enterprise leader in social media and influencer marketing software, services, and data, trusted by leading brands and agencies worldwide. Following their acquisition of Mavely, Later enables brands to scale creator partnerships from nano to premium influencers while managing social media content and campaigns across all major social and affiliate networks.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.
Jobgether is a company that uses AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
In this role, you will lead the investment services area, oversee project planning and execution. You will also drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact their mission of providing exceptional financial services to their members.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto. They are a diverse team of more than 600 members, united in building the future of finance by providing the foundation upon which value moves safely in the new global economy.
Federato is on a mission to defend the right to efficient, equitable insurance for all by enabling insurers to provide affordable coverage to people and organizations facing issues like the climate crisis and cyber-attacks. They are well funded by those behind Salesforce, Veeva, Zoom, and Box, and their AI/ML-driven platform helps insurance companies optimize their portfolio of risks.
Simpplr is the AI-powered platform that unifies the digital workplace. They bring together engagement, enablement, and services to transform the employee experience, streamlining communication and automating workflows. Simpplr is headquartered in Silicon Valley with global offices and is backed by Norwest Ventures, Sapphire Ventures, Salesforce Ventures, and Tola Capital.
Act as the primary point of contact for B2B clients, ensuring they achieve success and satisfaction with their platform experience. Manage the full customer lifecycle—from onboarding and activation to expansion and renewal. Collaborate with cross-functional teams to drive adoption, optimize processes, and align platform capabilities with client goals.
This position is posted by Jobgether on behalf of a partner company and uses an AI-powered matching process to ensure your application is reviewed quickly.
Canals is a fully remote, profitable startup transforming the industrial supply chain ($10T industry) with AI.
SAFE Security is building CyberAGI — a system of intelligence that autonomously predicts, detects, and remediates threats. They empower individuals and teams with freedom and responsibility, operating with radical transparency and a commitment to continuous learning.
Support the Legacy Administration Manager to deliver best practice legacy administration and maximise vital income. Lead on implementing team strategy, refining processes, and championing high standards. Manage complex and contentious caseloads, handling sensitive issues, mitigating reputational risk.
Marie Curie is the UK’s leading end-of-life charity, providing community nursing and hospice care across the country, and information and support.