Place families, individuals, and business owners in a financial position of advantage
Infinite Wise Solutions is a financial services company that helps middle-income people develop strategies for their families’ long-term financial security. They offer training and mentorship.
Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
Facilitate the onboarding of new clients and ensure smooth transitions.
Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
This international Wealth Management client is seeking a Gen-Z profile Client Relationship Manager / BDM based in the USA. This opportunity is best suited to Western born and educated professionals, ideally USA nationals, with a background and exposure to high-net-worth clients.
Ability to perform A-Z administration and manage a caseload of approximately 80 small combo plans.
Prepare Annual Valuation packages for all assigned plans, including reports, notices, letters, and tax forms.
Maintain a positive relationship with clients, including plan upkeep and advising on technical requirements.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They offer integrated retirement third party administration, recordkeeping, payroll, and HR solutions and recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Administer full-cycle plan operations for 401(k) and cross-tested retirement plans.
Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
Communicate with clients on plan administration issues with clarity and professionalism.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. They are recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Manages portfolio through knowledge of client’s financial condition.
Ensures all advances and loans comply with loan policy.
Resolves factoring and asset-based lending service problems.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.
Manage day-to-day operations and ensure timely delivery of periodic processing events
Apply operational best practices to meet specific client needs
Enhance service delivery while managing risk and improving quality
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.
Maintain and grow a portfolio of investment market clients.
Drive adoption, retention, and expansion of the CENTRL product suite.
Understand client challenges, business drivers, strategic goals, and desired business outcomes.
CENTRL is a Silicon Valley technology AI company automating diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates. They have regional offices in New York, India, and the United Kingdom and are backed by investors such as Providence Strategy Growth and Susquehanna Growth.
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.
Present wealth management solutions to high-net-worth prospects.
Engage with prospects to evaluate their financial situation and provide solutions.
Educate prospective clients on the variety of Fisher Investment’s offerings.
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.
Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses.
Create quarterly estimates and projections.
Perform tax research and respond to tax questions.
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.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term, consultative relationships with clients to ensure revenue retention and secure renewals.
Lead go-to-market strategies across existing business to accelerate growth.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Review financial reporting packages and work papers.
Prepare and analyze benchmarking data and key performance indicators.
Lead and coach staff and senior accountants.
Jobgether is connecting candidates to companies using an AI-powered matching process. They ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Support the Onboarding team by making scheduled/incoming calls to new clients.
Deliver an exceptional client experience by meeting each client where they are.
Share feedback to identify opportunities for the business and support product improvements.
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.
Generating revenue growth and managing important Credit Union client relationships.
Building close alliances with senior client management personnel, offering recommendations through formal sales presentations and written proposals, and negotiating annual and individual pricing contracts and agreements.
Remote position based in the Southern CA Region (anywhere on the west coast is acceptable).
Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries and a people first approach is award-winning.
Act as the lead Subject Matter Expert, handling sensitive, high-stakes relationships.
Mentor junior associates, refining service standards.
Partner strategically with Wealth Advisors to ensure a world-class Wealth Management client experience.
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.
Support/back up the CSE, Senior CSC and CSC responsibilities
Create and present data for Strategic Business Plans, VALUE Summaries, and Performance Standard reports
Investigate/follow-up if Performance Guarantees are not met and present those results to their assigned clients
Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. They are committed to removing cost from the drug supply chain to make medications more affordable for the people who need them.
Act as primary client contact for complex tax issues.
MGO is a top CPA and advisory firm with 600+ professionals working remotely and in offices throughout the U.S. and India. They address local needs and fuel global ambitions of clients in 97 countries through digital tools, and are proud to be a “Best Place to Work”.
Develop a comprehensive sales plan to meet or exceed quota.
Proactively initiate contact with potential customers to expand business relationships.
Record all customer account information in the CRM.
Hyland is a company that provides a content services platform, helping employees, customers, and partners exceed their potential. The company has nearly 4,000 employees and has an employee-centric culture, supporting them through career development resources, wellbeing programs, and innovation practices.
Identify and cultivate new business opportunities through networking.
Qualify leads for alignment with target client profiles.
Engage proactively with clients to understand their needs.
Jobgether is a platform connecting job seekers with companies using an AI-powered matching process. They aim to ensure applications are reviewed quickly, objectively, and fairly.
You grasp concepts quickly and know how to make the complex easy to understand.
You excel at bringing the right people to the table, solving issues and identifying opportunities
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments and have a team of 23,300 people across 32 countries.