Lead the migration of acquired firms’ portfolio management system data to Orion platform.
Gather, organize, and validate client data from pre-acquisition portfolio management systems.
Coordinate stakeholders to resolve post-migration clean up issues related to data feeds.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. As the #1 RIA Firm in the nation, they serve over 31,300 families in more than 90 cities across the U.S., with a commitment to diversity and flexible working arrangements.
Responsible for maintaining and growing relationships with small to medium sized clients.
Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle.
Collaborate with client to execute on goals and KPIs.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Develop and nurture relationships with selected accounts.
Be a trusted advisor and expert in DemandFactor offerings.
Manage documentation and address options and integrations from proposal to delivery.
DemandFactor focuses on building strong customer relationships and ensuring clients have a great experience with successful campaigns. They foster growth through excellent campaign leads and great customer service.
Prepare financial plans and participate in client meetings.
Handle day-to-day operational tasks and resolve client requests.
Collaborate with internal teams and maintain accurate client records.
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.
Support the account management team with administrative tasks.
Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits and shows extreme growth of clients in commercial verticals. They are a small, high-trust team focused on accelerating their clients' success globally with fantastic team members that have won the loyalty of clients around the world.
Identify high-potential prospective customers from inbound leads and outbound prospecting.
Develop and implement full sales cycle strategies for driving product adoption and expansion within existing customers.
Deliver polished presentations and product demonstrations that clearly articulate Vanilla's value to our target market.
Vanilla is an AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. We are a startup bringing together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups with a mix of fully remote and hybrid roles.
Become a trusted advisor to customers and own the success of the partnership.
Help demonstrate the value for our customers and be their go-to contact.
Advocate and facilitate successful customer outcomes throughout the broader Asset Watch organization.
AssetWatch serves global manufacturers by powering manufacturing uptime through the delivery of an unparalleled condition monitoring experience. They are a devoted and capable team that includes world-renowned engineers and distinguished business leaders united by a common goal.
Onboard new clients to the Puzzle Financial platform.
Provide training and support to new users.
Help clients understand and utilize the platform's features.
Puzzle Financial's platform helps startups and accounting firms build better businesses by modernizing accounting for the digital age. They are a remote-first company.
Own day-to-day client relationships, serving as the primary point of contact.
Provide strategic guidance by translating client business goals into integrated marketing roadmaps.
Drive flawless execution by managing scopes, timelines, budgets, and dependencies across workstreams.
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare and integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy.
Support Client Experience team and client needs to include reporting, data, budgets.
Manage client relationships by leading the day-to-day communications with clients and delivering excellent customer service
Collaborate with internal account teams to develop and execute marketing campaigns, digital strategies, and other initiatives that support client objectives
Unlock Health is a full-service marketing communication agency grounded in technology and built for healthcare, integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to align brand, marketing, technology, and revenue strategy.
Serve as the primary point of contact for a high volume of small client accounts, managing day-to-day requests and inquiries.
Coordinate with internal teams (Service Desk, Engineering, Finance, Billing, etc.) to resolve client issues through to completion.
Support client retention by ensuring a responsive, reliable, and positive day-to-day client experience.
Jobgether is a company using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against a role's core requirements. Their system identifies top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Oversee client service and communication, ensuring excellence in every interaction.
Manage administrative processes for client insurance policies such as renewals and invoicing.
Work with underwriters to find creative solutions for customer needs and facilitate client claims processes.
Insurance Office of America (IOA) provides property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. The company, founded in 1988, has over 1,300 associates in over 60 offices in the U.S. and UK.
Serve as the operational point of contact for partner accounts.
Partner cross-functionally with coaching operations, product/engineering, sales, and leadership teams.
Build and maintain partner-facing documentation and internal operations manuals.
Mento is a human and AI coaching company with the mission to help people perform their best at work. They’re empowering employees at the fastest-growing companies and are backed by leading VCs including Slow Ventures, M13, and Twelve Below. They foster a workplace built around trust, respect, collaboration, and having fun.
Serve as the primary point of contact for Sun Life U.S. clients regarding policy inquiries.
Deliver exceptional client service for Whole Life, Term Life, and Universal Life Insurance products.
Adhere to relevant policies, procedures, and regulatory requirements.
Sun Life is a global company focused on helping Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching, and locally relevant. They offer a supportive, flexible, and inclusive work environment.
Manage firm-wide trading, rebalancing, and reconciliation.
Keep portfolios compliant with Investment Committee guidelines.
Create portfolio proposals for current and prospective clients.
Modera Wealth Management is an independent, fee-only firm committed to positively impacting clients' lives through financial planning and investment management. With over 200 employees across 19 offices, they manage over $15B in assets, delivering personalized service with excellence and a friendly style.
Oversee the full cycle of contract management, from KYC coordination to invoice control.
Communicate proactively with clients during service order preparation to ensure full clarity on contract conditions, billing structures, and implementation steps.
Maintain high levels of customer satisfaction, focusing on clarity, responsiveness, and reliability across administrative and billing interactions.
Gcore provides infrastructure and software solutions for AI, cloud, network, and security. The company has 550+ professionals worldwide and its vision is to connect the world to AI.
Oversee daily workflow functions for Periscope requests and assessments
Assist health plan partners and clients with service requests
Maintain accurate record keeping of client communications
Founded in 1997, The Periscope Group is a privately held consulting company providing accurate, timely, and objective reports that help medical management teams serve their most vulnerable populations. Their services now reach all demographics and lines of business across 46 states.
Serve as the primary point of contact for assigned client accounts.
Develop a deep understanding of each client's business, needs, and goals.
Monitor client usage, engagement, and satisfaction using internal tools and KPIs.
Savvital empowers small and medium-sized businesses in the international market by providing customized solutions. Their team is composed of highly educated and motivated experts and they value the uniqueness and experience each individual brings to the organization.
Manage multiple incoming streams of support request coming in via software, phone, email, and internal requests
Coordinate with internal and external stakeholders as needed to address more challenging cases and ensure a long-term solution
Work internally across multiple departments to ensure and support the delivery of a world class customer experience to include sending customer feedback to our Product teams
AssetWatch serves global manufacturers by powering manufacturing uptime through the delivery of an unparalleled condition monitoring experience, with a passion to care about the assets our customers care for every day. They are a devoted and capable team that includes world-renowned engineers and distinguished business leaders united by a common goal – To build the future of predictive maintenance.