Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Lead the compliance risk management team and ensure compliant operations across business lines.
Support the Chief Compliance Officer in designing and managing the enterprise-wide compliance and ethics program.
Supervise and mentor compliance staff, design training initiatives, and drive a culture of ethics and accountability.
Wealthfront is a financial technology company that leverages technology to build powerful, low-cost, and easy-to-use financial products. We have over 1 million clients and more than $90 billion in assets, and we value diversity and equal opportunity.
Lead the centralization of content strategy and curriculum development across Wealth Management and Wealth Solutions.
Drive advisor adoption of new tools and solutions, including AI-enabled capabilities, by advocating for field needs.
Build and scale a structured Enablement team, using data and telemetry to measure content effectiveness and field impact.
Mercer Advisors has been helping families simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. We serve over 42,800 families across 110+ cities and are ranked the #1 RIA firm by Barron's, with a workforce that is more than half women.
Part of the operations team responsible for client relationship management across multiple offices.
Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.
Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.
Lead and grow the UHNW-focused estate planning practice, setting technical standards and quality bar.
Design and implement advanced estate plans for complex multi-generational families with balance sheets exceeding $100M.
Partner with senior advisors, tax strategists, and outside advisors to ensure integrated planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800 families across 110+ U.S. cities, ranked #1 RIA by Barron's, and have a diverse workforce with over half women employees.
Drive territory growth by building strong client relationships and increasing assets under management.
Develop and execute strategic sales plans to attract new business and retain existing accounts.
Provide consultative investment guidance and serve as a trusted industry resource.
This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.
You will maintain and support client benefits websites, document processes, and provide advanced operational and technical support.
You will resolve client issues, triage tickets, and communicate proactively with clients.
You will mentor team members, drive process improvements, and support implementations.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits. We serve thousands of companies and millions of people nationwide, offering a fun, flexible, and creative environment.
Lead a team of enterprise account managers to drive revenue growth through upsell, cross-sell, and retention within the financial services sector.
Develop strategic account plans and oversee high-stakes multi-year renewals and negotiations with C-suite executives.
Collaborate cross-functionally with marketing, product, and customer support to enhance client experience and drive product feedback.
eMoney Advisor is a wealth management system that offers transparency, security, mobile access, and superior organization. The company serves more than 109,000 financial professionals and supports over 6 million end clients, fostering a diverse and inclusive culture.
Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
Assimilate and manage complex data into actionable reports and summaries.
Perform financial, statistical, and data analysis in support of client service teams.
Prepare client presentations and marketing materials.
Treliant is a global consulting firm serving banks, mortgage originators, FinTechs, and other financial services companies. Founded in 2005, it is headquartered in Washington, DC, with offices worldwide and fosters a diverse, equitable, and inclusive culture.
Lead multiple professional teams in fiduciary administration services, ensuring high-quality service and operational excellence.
Manage team performance, develop future leaders, and drive progress toward organizational goals through strategic planning.
Oversee regulatory compliance, process improvement, and client retention initiatives while staying informed on industry trends.
Jobgether uses AI-powered matching to connect candidates with hiring companies. It is a platform that processes applications and shares top candidates with employers, operating remotely.
Make daily outbound sales calls and handle inbound inquiries to conduct sales activities with prospects.
Identify, qualify, and develop sales opportunities through lead generation programs and call campaigns.
Build trusting relationships with prospects, ensuring exceptional service and satisfaction in a team environment.
We help families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities and have a diverse workforce where more than half of our employees are women.
Ensure escrow area functions are performed promptly and correctly by monitoring reports and vendor activities.
Provide training and mentoring to Escrow Department staff while overseeing special projects and deadlines.
Prepare monthly FHA portfolio comparison reports and maintain data programming for escrow workstations.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial (Fortune 500), it services over 1.8 million loans and promotes a collaborative culture.
Meet with clients to plan their financial future using company-provided tools and technology.
Use marketing support like mailings and flyers to expand your business and reach new customers.
Collaborate with team members and leadership to learn best practices and improve skills.
Corebridge Financial Services is a retirement and financial planning provider for individuals in healthcare, education, government, and non-profits. The company has been in business for over 50 years and fosters a culture of collaboration, accountability, and inclusivity.
Lead and mentor a team of Customer Care Advisors, providing expert guidance on complex inquiries.
Resolve escalated customer and agent issues while driving performance through coaching and process improvements.
Analyze team performance, conduct quality reviews, and lead department projects to enhance efficiency.
Bestow is a vertical technology platform modernizing life insurance distribution for carriers through AI and automation. Backed by investors like Goldman Sachs and NEA, the company serves major insurers with a team that emphasizes precision, purpose, and heart.
Serve as lead tax advisor for ultra-high net worth families, developing year-round strategies across investments, trusts, businesses, and estates.
Oversee tax compliance, planning, and controversy matters for families with balance sheets exceeding $100M.
Lead a team of tax professionals and collaborate with wealth advisors to integrate tax advice into holistic family office services.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities, and we are an independent fiduciary with a flexible, national footprint and a diverse team.
Coach, mentor, and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisors.
Own end-to-end sales metrics, forecasting, and strategy for the advisor channel using Salesforce.
Build relationships with financial advisors and partner cross-functionally to grow distribution and accelerate plan launches.
Human Interest provides affordable retirement plans for small and medium-sized businesses, aiming to close the retirement gap. It is a high-growth fintech company backed by major investors, with a culture focused on customer obsession and autonomous teams.
Leads and develops a team of up to 10 Corporate Account Operations professionals.
Directly manages account operations for a select portfolio of high-value corporate accounts.
Establishes and monitors team processes, service standards, and performance measures to improve scalability and efficiency.
The American Cancer Society works to end cancer as we know it, for everyone. We are a culture comprised of diverse backgrounds and experience, with employees and 1.3 million volunteers.
Lead day-to-day administration and service delivery for retirement plans.
Serve as primary point of contact for retirement plan and wealth clients.
Conduct participant education sessions on retirement planning and investments.
The Olson Group is an employee benefits consulting firm specializing in retirement planning and group insurance plans. Since 2003, they have maintained a 90% client retention rate, emphasizing outstanding customer service.
Lead and expand the estate planning practice for ultra-high-net-worth families, establishing technical standards and mentoring a high-performing team.
Serve as the senior technical authority for complex estate planning matters, designing advanced wealth transfer strategies for multi-generational wealth.
Collaborate with wealth advisors, tax professionals, and external advisors to integrate estate planning into comprehensive financial plans.
This partner company is a premier wealth management firm serving ultra-high-net-worth families. They focus on sophisticated estate planning and multi-generational wealth strategies, operating in a collaborative and fiduciary-focused environment.