Financial advisor jobs in United States - Page 8

As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. LPL Financial is seeking a Vice President, product manager within LPL's Advisor Solutions group, one of the most visible departments in our organ

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Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. In supporting Financial Advisor(s)/Private Wealth Advisor(s)/teams, this role will focus on assisting in areas such as digital marketing, portfol

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a client first

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Ensures all NEW clients receive the complete on-boarding experience, which includes: a th

Financial Advisor - Centralized, Newark, NJ.Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset.Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your

Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great

Responsibilities include working with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, recommending banking and investments strategies that align with client financial goals and needs, triaging client requests and making referrals to app

This role involves evaluating financial aid applications, providing guidance to students on available financial resources, and facilitating access to funding that supports their educational goals. Meet with incoming students to explain available aid options and necessary documentation, providing ong

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. TD is one of the world's leading global financial institutions and is the fifth largest bank

Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Collects and analyzes information regarding the customer risk tolerance, long and

The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Responsibilities include recruiting, hiring, training, coaching and mentoring Financial Advisors. Responsible for providing advice through planning and the distribution of Mass Affluent prod

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

LPL Financial is seeking a Vice President, product manager within LPL's Advisor Solutions group, one of the most visible departments in our organization. A strong understanding of the complexities of financial services and the regulatory environment we operate as well as Agile management is critical

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Vice President, Financial Services Cyber & Technology. SIFMA is seeking a strong financial industry professional with Cyber and BCP experience. The candidate will be a staff advisor to the BCP & Cyber Security as well as providing support for the Operations and Technology Committee.

Primary responsibilities include (1) acting as a commercial advisor to the business and sales teams on pricing, revenue recognition, margin improvement, client disputes, and other ad hoc financial issues (2) partnering with the business on development of complex pricing commercial models. Commercial

Founded in 1869, we are a leading global investment banking, securities and investment management firm. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high

Senior Wealth Advisor SAFE Act - Fresh Meadows / Queens. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to d

FAA & Advisor Development Program Effectiveness.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments a

Senior Wealth Advisor SAFE Act - Forest Hills / Queens. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to de

Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advic

LPL Financial is seeking a strategic and execution-focused Product Manager to lead initiatives within our Cash Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rd party Banking, general embedded finance and advisor facing experiences. Define and own the produc

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproduc

Wealth Relationship Manager Safe Act - Flushing, NY. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wa

Job Description Client Services Associate Job Description We are seeking a proven and seasoned Client Service Associate to provide support and assistance to financial advisors of Dominari Securities LLC, a dual-registered Broker-Dealer and Registered Investment Advisor. This role is a combination of client service and operations focused on providing excellent service to both the advisors and their clients. Examples of day-to-day responsibilities include: • Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers from legacy custodian relationship to Dominari Securities, • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc., • Ensure accurate completion of prospective and new client paperwork and set up within Dominari systems., • Maintain (CRM) database and client files (Filing, copies, data input), • Research and follow up on any issues with the Broker/Dealer, Operations, and vendors., • Review client accounts on a regular basis to ensure completeness and remediate found issues., • Record and reconcile incoming assets to the appropriate Dominari blotter., • Learn Company product suitability guidelines, financial operational processes, and financial sales processes., • Support client service functions for all teams as requested, such as servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and requests, account transfers, account updates, cash distributions, and following up on any other client related issues along with various other work assigned by financial advisors., • Help with new broker onboarding and client account openings., • As a Client Service Associate you will have the opportunity to work to support the success of our high growth financial advisors and brokers. The position is an in-office, team-based role with a high level of on-going collaboration, interaction, and communication. Requirements you need to meet: • 4-year degree preferred, • 3+ years industry experience as a client service associate, • Series 7 and 66, or 7, 65, and 63 licenses with a clean regulatory record, • Working knowledge of FINRA and SEC rules and regulations required, • A professional phone presence, • Excellent customer service and communication skills, • Drive to provide exceptional care to clients and registered representatives., • Experience working with Schwab and/or RBC is a plus., • Experience with My Compliance Office a plus, • Excellent written and verbal communication skills, • High attention to detail and ability to work in a fast-paced environment., • Excellent follow-up and project management skills, • Comfortable and proficient using custodian and other industry technology such as Microsoft Office, Excel, Word, etc., • Experience working with CRMs is a plus., • Reside in the surrounding New York city area.

Job Description Level/Function: Specialist, Client Success Title: Client Success Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We’re looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you’ll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting • Proactively manage day-to-day client health, reporting, and incident follow-up, • Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight, • Review and raise concerns related to billing, invoices, and SLA reporting, • Act as point of escalation for project delivery and high-impact client issues, • Facilitate and manage client risk assessments and VOC representation, • Monitor and document client KPIs, project trends, and escalate concerns as needed, • Capture and distribute client meeting notes and call logs, • Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment, • Lead and track Statement of Work (SOW) processes, • Attend client conferences and represent the organization professionally, • Manage pre- and post-contract fulfillment, including governance meetings and client engagement, • Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents, • Coordinate client visits, including itinerary planning, agendas, and entertainment, • Identify and implement client education and training programs, • Bachelor’s degree in Business Administration or related field, or equivalent professional experience, • 5+ years in client success or relationship management within financial services, • Proven communication and interpersonal skills with a proven ability to build and maintain client relationships, • Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management, • Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting #LI-Remote

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description The Commercial discipline is responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams. This strategic and consultative team creates meaningful relationships with clients through their combined knowledge of IT services and industry trends and pain points. Members include business development staff of all levels, client partners, alliances and partnerships managers, industry advisors, and operational leads. The Client Partner role at Endava is a senior leader within the Commercial organisation. They own the relationship with the client and the delivery organisation, ensuring alignment on goals, expectations, and deliverables. This role is responsible for managing and growing key client relationships, achieving significant revenue growth, and identifying new business opportunities. The Client Partner plays a critical role in maintaining and expanding these relationships through exceptional client experiences, continuous improvement, exemplary service delivery, and strategic foresight. Responsibilities: Commercial Leadership • Drive business growth by implementing strategic plans that foster long-term client relationships and revenue expansion., • Actively manage and develop a pipeline within accounts, aligned to a go-to-market strategy in collaboration with a Business Development Manager (BDM)., • Dedicate over 50% of time to cultivating new business and relationships within clients, actively participating in promotional activities., • Proactively leverage professional networks to generate new opportunities with existing clients., • Build personal brand and relationships with senior stakeholders (C-level across business, tech, sales, marketing) within the client portfolio., • Accountable for revenue and profit forecasts and delivery., • Delegate delivery responsibilities to relevant Delivery Managers (DMs) while maintaining oversight., • For mature accounts, iteratively explore replacement pipelines to mitigate ramp-downs., • Ensure accurate financial forecasts, projections, and adjustments., • Manage and mitigate risks effectively, including succession planning., • Ensure robust account growth planning (leveraging Client Growth Model / CGM) aligned with client business needs, including strategies for significant renewals., • Drive continuous improvement and innovation in solutions, commercials, and positioning within the portfolio., • Ensure compliance with governance, business rules, and regulatory standards., • Embed critical initiatives and processes within the client portfolio to achieve strategic objectives., • Foster a culture of high performance and continuous improvement within the team.Qualifications, • Significant professional experience in client management or a similar role within the Payments industry. · Proven track record of delivering 20%+ revenue growth across a client portfolio related to Payments., • Extensive experience in developing and executing client strategies that drive business growth., • Demonstrated success in managing account P&L and achieving financial targets., • Experience in client engagement and building senior-level client relationships., • Proven ability to collaborate and influence across various levels of an organization., • Experience in strategic initiatives, transformation projects, or large-scale integrations is a plus., • Proficient in all client negotiation (investments / Master Service Agreements / thorny contract points) aligned with BDMs., • Acknowledged by clients as the primary trusted advisor and contractual authority., • Deep expertise in client relationship management and strategic planning., • Exceptional leadership, negotiation, and relationship management abilities., • Strong business acumen and ability to identify and capitalize on growth opportunities., • Excellent communication skills, both written and verbal, with the ability to engage with senior stakeholders (C-level)., • Proven ability to manage multiple priorities and work independently in a fast-paced environment., • Advanced problem-solving and decision-making capabilities under pressure., • In-depth understanding of industry trends, market dynamics, and financial analysis., • Commitment to continuous personal development and staying current with industry trends., • Demonstrated ability to influence change and drive organizational transformation., • Strong accountability for achieving results and maintaining high performance standards., • Proficiency in financial management, including P&L management, forecasting, and risk management., • Experience in driving continuous improvement and innovation in client solutions and service delivery. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Simple IRA, • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Experience in marketing, • Knowledge of financial services products, • Ability to explain complex financial issues in understandable terms, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Series 6 and 63 (must have currently), • Must be available to work the following schedule: M- F 9am-5pm. Looking for Securities Licensed Professional. Financial Services Advisor This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionAbout Us The Curran Group is a well-established, family-owned financial planning and wealth management firm with nearly 40 years of experience helping clients achieve their financial goals. Our reputation is built on trust, integrity, and personalized service. Position Overview We are seeking a motivated, detail-oriented individual to join our team and help us continue to grow. This individual will play a key role in supporting our advisors, ensuring seamless client service, and maintaining efficient office operations. This role is ideal for someone who enjoys organization, client interaction, and problem-solving, and who is eager to learn the inner workings of a financial services firm. The position demands a self-motivated and independent worker. While there is ample opportunity to receive support and/or interact with clients and others, the ideal candidate will be comfortable working independently. With structured mentorship, the right candidate will have the opportunity to take on increasing responsibility and grow into senior leadership within the firm’s operations team. For the ideal candidate, this role may evolve into a long-term succession path for our current Director of Operations, who is expected to retire in a few years. Key Responsibilities • Deliver high-quality client service, serving as the primary point of contact for client inquiries., • Prepare, update, and distribute client reports, presentations, and account documentation., • Maintain and improve office procedures, including CRM database management, cloud storage organization, and process documentation., • Partner closely with the Director of Operations to learn firm systems, compliance processes, and management practices., • Conduct research projects to support advisors and improve business processes., • Manage light technology support, including troubleshooting software issues, coordinating with vendors, and ensuring smooth office operations., • Assist in planning and coordinating client meetings, events, and communications., • Support compliance and record-keeping processes in accordance with industry standards., • Identify and recommend workflow improvements to enhance efficiency and scalability. Qualifications • Bachelor’s degree preferred, or equivalent professional experience., • Prior experience in financial services or administrative/operations roles strongly valued., • Strong organizational and project management skills with exceptional attention to detail., • Excellent written and verbal communication skills., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); comfort with CRM systems and cloud-based tools., • Demonstrated aptitude for learning new systems and processes quickly., • Ability to handle confidential information with discretion., • Self-motivated, resourceful, and eager to grow within the firm., • Service Advisor, • Senior Administrative/Office Manager, • Director of Operations (with long-term mentorship and development as part of our succession plan) Compensation & Benefits • Competitive salary commensurate with experience, • Health insurance coverage, • Retirement plan with employer matching contributions, • Opportunities for professional development and continuing education, • Supportive, family-oriented work environment with long-term career growth potential

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionCompany Description Blend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel bold visions, Blend tackles significant challenges by seamlessly aligning human expertise with artificial intelligence. The company is dedicated to unlocking value and fostering innovation for its clients by harnessing world-class people and data-driven strategy. We believe that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients. For more information, visit Job Description Overview Blend360 is seeking a senior Client Partner to lead one of our most strategic, multi-year transformation engagements for a global professional services company in the mobility and compliance industry. This client, owned by a leading Private Equity sponsor, is undertaking a critical, enterprise-wide modernization program to automate operations, reduce cost, and reinvent its service offerings using agentic and intelligent application technologies. The Client Partner will act as the CEO of the account – accountable for client success, growth, and profitability. You’ll interface directly with the investors, the Board, and the client’s COO and Global Head of Transformation, orchestrating six Blend360 Agentic PODs aligned to the client’s IT and business teams. This is a board-level transformation mandate with significant visibility and long-term impact. Key Responsibilities 1. Strategic Account Leadership * Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend360’s P&L. * Partner directly with Private Equity investors, Board members, and C-suite executives (COO, CTO, CIO, CHRO) to align on transformation goals, milestones, and outcomes. * Translate the client’s business transformation agenda into actionable delivery roadmaps that blend technology, AI/agentic automation, and operational redesign. * Drive multi-year account planning, forecasting, and expansion opportunities within the client ecosystem. 2. Financial and Commercial Ownership * Own the commercial structure, profitability, and growth targets for the engagement. * Ensure disciplined financial management – pipeline health, deal economics, contract renewals, and revenue recognition. * Lead renewal and expansion discussions tied to new automation initiatives or product innovations. 3. Executive Relationship Management * Operate as a trusted advisor to senior client stakeholders, connecting Blend360’s capabilities to strategic business priorities. * Build and sustain C-level trust through transparent communication, thought leadership, and business acumen. * Represent Blend360 at all governance forums and transformation steering committees. 4. Delivery Oversight and Transformation Leadership * Guide the work of 6 Agentic delivery PODs, ensuring alignment between Blend360 and client IT/application teams. * Partner with internal delivery leads to define and measure outcomes around automation, cost reduction, and innovation. * Anticipate risks in delivery or stakeholder alignment and lead proactive course corrections. * Maintain compliance and governance standards appropriate to a regulated, multi-jurisdictional environment (tax, immigration, payroll, etc.). 5. Growth and Innovation * Identify new opportunities for Blend360 to expand its footprint within the client’s modernization program – e.g., new intelligent applications, process digitization, or AI-driven insights. * Bring forward-thinking ideas that demonstrate Blend360’s innovation leadership in AI, automation, and digital transformation. Qualifications Ideal Candidate Profile Experience & Background * 15+ years in client-facing leadership roles in consulting, digital transformation, or technology services firms. * Proven success leading $10M+ strategic accounts with multi-year transformation programs and complex stakeholder environments. * Experience engaging with Private Equity-backed portfolio companies undergoing major change initiatives is highly desirable. * Deep familiarity with enterprise operations, process automation, and AI/agentic technologies. * Background in professional services, BPO, or compliance-heavy industries (tax, mobility, HR, finance) preferred. * Combination of consulting and client-side experience – able to empathize with internal pressures while driving external outcomes. Skills & Attributes * Executive presence with the ability to influence at Board and C-suite levels. * Strong financial acumen and understanding of deal economics and P&L management. * Strategic thinker who balances commercial growth and delivery excellence. * Skilled in change management, stakeholder alignment, and navigating complex organizations. * Entrepreneurial, outcome-oriented, and deeply collaborative. Why This Role Matters This is not a typical account management role — it’s a chance to lead a flagship transformation that will redefine a global enterprise’s operating model and deliver measurable enterprise value for investors and management alike. You will be at the intersection of AI innovation, operational transformation, and Private Equity value creation — shaping the future of both the client and Blend360’s standing as a trusted transformation partner. Additional Information All information will be kept confidential according to EEO guidelines.

Job DescriptionDirector Corporate Strategy Leadership position within the Internal Strategy and transformation team of a global investment bank Responsibilities: • Work with C-level executives to advise, develop, and design large scale transformational initiatives spanning multiple business lines and geographical locations, • Oversee the project structure, approach and process and manage overall project delivery to ensure quality and timeliness of deliverables, • Outline proposals to acquire new projects and to gain buy-in from relevant stakeholders, • Forge collaborative and insightful long-term relationships with internal leadership, • Present regular project status updates and commentary to Head of Internal Consulting Group Requirements: • MBA from a top-ranked business school with 7+ years strategy/consulting experience within a top tier consultancy firm and/or similar function within financial services, • Clear and Succinct communication and presentation style with experience working in a dynamic, global environment, • Keen ability to define solutions for complex and/or rapidly changing issues and to develop corresponding core messages, • Desire to work within a steam lined team with high exposure and associated accountability and to maintain unerring ethical and business standards For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. Who you are: * You’ve got positive energy. You’re optimistic about the future and determined to get there. * You’re never tired of learning. You’re able to self-teach new platforms and ways of working. * You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow. * You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month. * You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines. * You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone. The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success. Responsibilities: * Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy. * Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days. * Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products. * Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process. * Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment. * Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions. * Passion to do whatever it takes to solve complex problems and build scalable processes. * Contribute to improving our capabilities by enhancing existing processes. Must have: * 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. * Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors. * Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs. * A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset. * Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output. * Passion for solving complex problems and building scalable processes. * Comfort working in a high growth, constantly changing environment. * Adept at quickly learning and adopting new technologies. Nice to have: * Prior work experience in the Wealth Management industry * Prior work experience at a high-growth start up * Prior experience in the services industry Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to holistic medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $110K - $135K

Job DescriptionWho we are:Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. Nitra offers physicians and medical clinics around the country credit and expense management products they crucially need, as well as a medical supply marketplace, in an all-in-one platform powered by machine learning technologies. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Plaid, and Goldman Sachs. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD. We're looking for:A Customer Success Manager who will be responsible for managing Nitra’s customers and channel partners. We need an expert in account management who will help Nitra continue its exponential growth trajectory and momentum.Your responsibilities will include: • Onboarding new customers and channel partners, • Providing a first-class customer experience to all customers and partners, ensuring their needs are met, • Monitoring and tracking customer and channel partner performance, driving growth by increasing share of wallet and preventing customer churn, • Establishing clear client retention goals, • Serving as a trusted advisor and the primary point of contact for customers, resolving their issues and complaints, and working collaboratively with product and engineering teams to improve the product and customer experienceYou have:, • Proven track record (5+ years) of success as a Customer Success Manager or similar role, • Exceptional ability to communicate and foster positive business relationships, • Experience in managing and working with a diverse group of stakeholders and customers, • Enjoy working in an unstructured start-up environment (lack of process does not frustrate you), • Excellent written and verbal communication skills – proven ability to effectively interact with medical professionals, • Expert level time management and organizational skills – adept at handling and frequently re-prioritizing a high volume of tasks, • The ability to see challenges as opportunities to level up. High-achieving and goal-oriented. A self-starter, you are always able to understand the bigger picture, and take a leading role to impact it, • A collaborative spirit – transparent in your work, output, and decision making, • Passion for creative thinking and bold ideas for growing the business/enhancing customer experience.We offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win, • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra, • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options.

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1 #LI-BH1

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Professionalism and discretion in interacting with executives and clients, • Proven track record of showing initiative, • Excellent verbal and written communication skills, • Strong attention to detail and organizational skills, • Creativity, confidence, and flexibility

Job DescriptionSalary: Customer Success Manager (US, Hybrid) (Must be able to commute to one of our US-based offices in Chicago, San Francisco, New York City, or Miami.) Job Summary GTreasury is the leading innovator of integrated SaaS treasury and risk management solutions for the digital treasurer. Developed using the latest technology, GTreasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. With enterprise clients spanning North America, EMEA and APAC, GTreasury is headquartered in Chicago with offices in London, Sydney and Manila. Customer success is a new and strategic department at GTreasury with a clear objective to facilitate the adoption of new products or services, reduce risk and churn, and support expansion within existing accounts. As a GTreasury Customer Success Manager, you are a critical part of our customers adoption and ongoing satisfaction. You will play a pivotal role in ensuring our customers achieve their desired outcomes (value realization) with the use of our solutions. When customers are successful GTreasury benefits through increased customer retention, solution expansion, and advocacy. As part of the Global Customer Support Team, you will help solve customers' business challenges through success planning and engagement, aligning and demonstrating the value of GTreasury solution against our customers' initiatives to deliver positive business outcomes. This includes end-to-end customer life cycle where youll manage customer adoption and growth, health, and retention in partnership with your Account Manager. This is a great role for someone who wants to be part of developing a customer success organization. What Were Looking For: • Optimism and curiosity: Optimism will allow you to see the solution through the constraints, and curiosity will allow you to chart the path to success., • Question asking and problem solving: Success plans are never the same for each customer, and so the magic lies in asking the right questions and translating into a plan that shows value., • Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. Were looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills. What You Will Do: • Develop a trusted advisor relationship with key customer stakeholders and executive sponsors to drive product adoption and ensure customers are leveraging the solution to achieve full business value., • Be accountable for enabling customers to achieve their desired outcomes, setting them up for success during critical moments that matter in the journey, as evidence over time through product adoption., • Co-create Value Achievement & Success Plans with your customers to develop a deep understanding of their business, primary business outcomes, and tangible success metrics., • Develop, automate and scale customer lifecycle events including kickoff/onboarding, business review, feature announcements, utilization and user engagement., • Address customer inquiries, manage obstacles, and identify ways to drive additional value., • Establish periodic touchpoints to ensure customers are informed, remain engaged, and solicit general feedback., • Be an advocate and voice for our customers internally and partner with cross-functional teams to facilitate successful implementation, adoption, expansion, and renewals., • Work in partnership with Operational, Product, Engineering, Sales, and Support teams to provide customer feedback and ensure requests are resolved in a timely manner Skills & Requirements: • 5+ years of customer success, service, product, account management, or software sales experience in a B2B SaaS Solutions environment, • Ability to interact with enterprise customer teams at various levels of technical and non-technical depth, and across multiple levels from end user through C-level stakeholders while navigating tough conversations, • Strong presentation and communication skills, verbal and written, • Project management skills, with proven results working as a reliable advisor to drive business value for customers, • Highly data-driven with a dedication to following processes, • Intellectually curious and enjoys creative problem solving., • Passionate about driving and tracking a consistent engagement process with all customers in your portfolio, • Flexible approach, able to operate effectively with uncertainty and change Education Requirements: • Bachelors degree preferred, or equivalent experience What You Will Get: * • A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of good work., • A great management team and reporting structure that supports you and your growth., • A culture of open collaboration and problem solving, • An empowered role on the success team, responsible for driving business value., • Great benefits and culture., • Our benefits include:, • Salary: The expected annual median salary for this role is $105,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location., • Excellent medical, dental and vision insurance options, • HSA and FSA options + company HSA contributions, • 401K matching, • 100% paid parentalleave, • 15 paid holidays + competitivePTO, • Flexible work environment About GTreasury: GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the worlds most adaptable treasury platform, empowering them to face the challenges of today and tomorrow. Our industry leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, and Investments. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures clients continued success through dedicated guidance and top-tier support. Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures. GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, Singapore, and Manila). At GTreasury, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table. GTreasury is an equal opportunity employer and does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply! If you're applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an email let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

Job Description Enabling safe and rewarding digital lives for genuine people, everywhere We make it our mission to ensure more genuine people have digital access to opportunities, and businesses have access to more genuine people. Our technology draws on diverse and reliable data to create a single point of truth for identity and address verification. With over 30 years of experience behind us our team and technology are focused on enabling safe and rewarding digital lives for everyone. Regardless of age, location or background, genuine people everywhere should be able to digitally prove who they are and where they live. About the team and role Loqate US Sales Team The Loqate sales team at GBG in the US region plays a pivotal role in driving growth through strategic partnerships and direct sales initiatives. Focused on location intelligence and address verification solutions, the team operates within a newly formed Partner Sales Development function designed to accelerate market penetration across key industries such as eCommerce, logistics, and financial services. With a strong emphasis on SaaS-based offerings, the team is responsible for building robust pipelines, cultivating relationships with prospective partners, and delivering revenue through both virtual and in-person engagements. Their efforts are supported by Loqate’s advanced technology stack and global data capabilities, enabling businesses to improve customer experiences, reduce delivery errors, and make informed decisions with confidence. The Role As the Loqate Americas team continues to grow and evolve, we are seeking a Client Success Manager to help drive engagement and retention across our diverse customer base of 1,100+ accounts. This role will be instrumental in developing scalable processes to identify growth opportunities and deliver an exceptional customer experience across key, enterprise, mid-market, and self-serve segments. The ideal candidate will bring a proactive, strategic mindset to client relationships—ensuring value realization, fostering long-term partnerships, and contributing directly to revenue expansion. This is a high-impact role at the intersection of customer advocacy and business growth within a dynamic, data-driven organization. This is a hybrid position for candidates in the New York area. Travel for team collaboration, process workshops, and stakeholder meetings may be required (estimated 20-25%). What you will do • Lead the customer onboarding process to ensure a seamless and successful implementation experience, • Identify and track customer KPIs, partnering with clients to help them achieve their business goals, • Build and maintain trusted advisor relationships with customers and key stakeholders across all segments, • Conduct regular account reviews to assess performance, identify opportunities, and reinforce value, • Monitor customer usage proactively and address success-related issues to support accurate forecasting and mitigate renewal risk, • Manage annual account renewals, focusing on revenue retention and identifying growth opportunities, • Collaborate with Sales and Marketing to develop targeted strategies and campaigns that drive GROW revenue Skills we are looking for • Proven experience working within a sales or customer success organization, preferably in a SaaS or technology-driven environment, • Exceptional communication and presentation skills, with the ability to engage effectively both in-person and virtually, • Strong organizational and time management skills, with the ability to prioritize tasks based on account tier, urgency, and business impact, • Self-motivated and collaborative team player who brings a proactive mindset and challenges the status quo, • Detail-oriented with a strong focus on process improvement and operational excellence, • Comfortable working in a fast-paced, evolving environment with multiple stakeholders, • Experience using CRM tools (e.g., Salesforce) and customer success platforms is a plus Benefits To find out more As an equal opportunity employer, we are dedicated to creating a diverse and inclusive workplace where everyone feels valued and empowered. Please inform your GBG Talent Attraction Partner if you require any reasonable adjustments to the interview process. To chat to the Talent Attraction team and find out more about our benefits and why we’re a great place to work, drop an email to and we’ll be in touch. You can also find out more about careers at GBG and check out our current opportunities at gbgplc.com/careers.

Job DescriptionWho we are:Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. Nitra offers physicians and medical clinics around the country credit and expense management products they crucially need, as well as a medical supply marketplace, in an all-in-one platform powered by machine learning technologies. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Plaid, and Goldman Sachs. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD. We're looking for:A Customer Success Manager who will be responsible for managing Nitra’s customers and channel partners. We need an expert in account management who will help Nitra continue its exponential growth trajectory and momentum.Your responsibilities will include: • Onboarding new customers and channel partners, • Providing a first-class customer experience to all customers and partners, ensuring their needs are met, • Monitoring and tracking customer and channel partner performance, driving growth by increasing share of wallet and preventing customer churn, • Establishing clear client retention goals, • Serving as a trusted advisor and the primary point of contact for customers, resolving their issues and complaints, and working collaboratively with product and engineering teams to improve the product and customer experienceYou have:, • Proven track record (2+ years) of success as a Customer Success Manager or similar role, • Exceptional ability to communicate and foster positive business relationships, • Experience in managing and working with a diverse group of stakeholders and customers, • Enjoy working in an unstructured start-up environment (lack of process does not frustrate you), • Excellent written and verbal communication skills – proven ability to effectively interact with medical professionals, • Expert level time management and organizational skills – adept at handling and frequently re-prioritizing a high volume of tasks, • The ability to see challenges as opportunities to level up. High-achieving and goal-oriented. A self-starter, you are always able to understand the bigger picture, and take a leading role to impact it, • A collaborative spirit – transparent in your work, output, and decision making, • Passion for creative thinking and bold ideas for growing the business/enhancing customer experience.We offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win, • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra, • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options.

Job Description Position Overview At maxRTE, we believe that every patient deserves access to care without financial barriers, and that hospitals should be equipped to provide that care without shouldering uncompensated costs. With 1 in 4 Americans struggling to pay medical bills, hospitals and health systems face increasing challenges identifying insurance coverage for their patients. Too often, coverage is missed or hidden, leaving patients with overwhelming bills and providers with lost revenue. Our technology helps uncover that hidden insurance coverage, so hospitals can recover revenue while patients get the care they need. When we bridge this gap, everyone wins: patients access lifesaving treatment, hospitals strengthen their financial health, and communities thrive. We are growing quickly and hiring Client Success Managers to partner with healthcare organizations across the nation, helping them realize the full value of our solutions. If you’re equal parts strategic advisor and technical problem-solver, this role is for you. You’ll play a key role in helping maxRTE retain and grow our client base, expanding our impact and delivering a world-class experience for the teams we serve. What You'll Do: • You’ll be the primary partner for a portfolio of key clients, guiding them through the full lifecycle, from onboarding to renewal and expansion. Your focus will be on three core outcomes: retention, revenue growth, and client delight., • Identify expansion opportunities and successfully drive upsell and cross-sell, • Represent maxRTE as the voice of the business with your customers, specifically ensuring timely responses to client outreach, • Lead monthly or quarterly business reviews with your client teams and become a trusted partner with both day-to-day users and senior client stakeholders, • Partner with our Operations Analyst team to:, • Successfully onboard new clients, • Build regular client-facing reporting highlighting our ROI and opportunities to improve customer outcomes, • Monitor customer usage data to extract insights about client health and troubleshoot issues, • Set up, maintain, and update configurations in our software platform to meet the needs of each client, • Running test file / proof of concepts for prospective and existing clients, • Become a product expert in all facets of maxRTE Who You Are: • You have a bachelor’s degree in business, healthcare, or a related field., • 4+ years of experience in customer success, account management, consulting, or a similar client-facing role, ideally in SaaS or healthcare technology., • Experience navigating complex healthcare environments, such as Epic or other EHR systems., • A fast learner who quickly understands the needs of healthcare providers, their teams, and the insurance ecosystem., • A strong communicator who can simplify complex ideas for both end users and technical teams., • Excited by data, comfortable using insights to create success strategies and measure outcomes., • Capable of managing technical integrations and client-facing documentation with confidence. maxRTE is committed to training, mentoring and accelerating the career of each and every member of our team. We are deeply invested in our employees and offer: • Competitive salary + bonus, • Other perks & stipends for remote working, • Team bonding and 2x annual off-site events, • Unlimited paid time off, • Dental, Vision, Health and Life Insurance About Us maxRTE is a fast-growing healthcare revenue cycle management software company, helping healthcare providers find insurance for patients. With 1 in 4 Americans having trouble paying medical bills, we strive to have impact for patients, providers and our community. Our insurance discovery software locates unknown coverage from commercial and exchange plans, Medicare, Medicaid, Tricare, worker’s comp, and Cobra for 15-20% of all self-pay patients. We easily integrate with EHRs and our web-based portal ensures secured access for employees, no matter where they work. maxRTE is an equal opportunity employer and believes in creating a supportive and diverse workplace. We want to have the best available people in every job. Therefore, the Company does not discriminate, and does not permit its employees to discriminate.

Job Description About Us Atlantic is a managed services company founded nearly 70 years ago. While Atlantic’s offerings have evolved over the years with technology, our profound sense of urgency and unparalleled commitment to customer service has been a constant. Atlantic is focused on designing and delivering innovative solutions that improve our partners’ security and productivity. Atlantic’s IT Division is a key growth driver at Atlantic and a focal point of our strategy and investment. Our “Obsessed with Excellence” tag line defines our corporate culture, which, along with our vendor partnerships, curated solutions and exceptionally talented team members, differentiates us from our competition. Atlantic looks for hard-working and motivated candidates with a strong foundation of soft-skills who do not view their weekdays spent at ‘a job’ but rather look to develop valuable skills that ignite their passion and lead to a CAREER. If you’re attracted to a work hard, play hard environment and seek the guidance, training and experience necessary to achieve your career goals, you are a great fit for Atlantic! Position Overview – Customer Success Manager (CSM) As a CSM, your primary responsibility is to build and maintain strong, strategic relationships with a designated portfolio of managed services clients. You will serve as a trusted advisor to key stakeholders and business leaders, ensuring clients achieve maximum value from our services while aligning technology strategies with their business goals. Through regular engagement and a deep understanding of each client’s environment and objectives, you will act as the primary liaison between the client and our internal technical teams. Your role is both consultative and facilitative—bridging the gap between business needs and technical execution, driving satisfaction, and identifying opportunities for added value. Your core objectives in this role include: • Client Success & Value Realization – Help clients understand, measure, and maximize the business value delivered by our services and solutions., • Relationship Management & Retention – Foster long-term relationships that result in high levels of client retention and advocacy., • Issue Management & Escalation – Own and resolve client concerns outside the scope of standard service tickets, acting as an escalation point for issues requiring strategic or high-touch attention., • Strategic Growth Enablement – Identify and support cross-sell and up-sell opportunities that drive client growth and deepen engagement with our services., • Client Technical Strategy & Alignment – Translate business goals into actionable technology strategies. Guide clients in making informed IT decisions and roadmaps. Responsibilities and Duties • Develop and maintain strong relationships with clients, understanding their business needs and objectives., • Monitor customer health metrics, identify (and report and help to report and solve) potential issues, and proactively provide solutions to ensure client success, top drive client retention, • Conduct regular check-ins with clients to assess their satisfaction and gather feedback for service improvements, including the preparation and delivery of Quarterly Business Reviews., • Develop an understanding of our products and services sufficient to effectively educate clients on their value., • Collaborate with the technical teams to tailor solutions to meet client’s technical and business requirements., • Manage and resolve customer concerns and escalations in a timely and empathetic manner., • Identify opportunities for upselling and cross-selling within assigned client base., • Bachelor’s degree in Business, Communications, or a related field., • At least 2-3 years (for CSM) 3+ years (for TAM) of experience in IT business to business (B2B) client success, account management, service delivery or a similar client-facing role (preferably within the MSP industry)., • Strong interpersonal skills with a customer-focused attitude., • Excellent communication, presentation and organizational skills., • The ability to manage effectively many accounts and prioritize tasks., • A good understanding of the landscape of IT services and products at a high-level., • Strong problem solving skills and a strategic mindset., • Proficiency in ConnectWise and Microsoft Office Suite., • Experience with customer success software and tools., • Knowledge of MSP industry trends and challenges., • Competitive salary and benefits package., • As a full-time employee, you will be eligible for our comprehensive benefits program, which includes: • Medical, dental, and vision insurance plans, • 401(k) plan with Principal Financial, • Health FSA (Traditional and Limited Purpose Accounts), • HSA, • Dependent Care FSA, • Transportation Reimbursement Plans (Commuter/Parking), • Employer paid Basic Life Insurance $50,000, • Voluntary Benefits – Life & ADD, STD & LTD, Hospital, Accident, Cancer & Critical Illness, Legal, Identity Protection, Auto & Home, Pet Wellness plans, etc., • Plus, employee perks such as discounts through Savings Marketplace in addition to EAP & HealthAdvocate services, • Paid time off • Opportunities for professional growth and development., • A dynamic and supportive work environment., • An opportunity to work with leading-edge technology and a talented team.

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Private Client Advisor In C

As the Account Manager, you'll play a critical role in driving customer success and business growth. You'll identify growth opportunities within your accounts, acting as a trusted advisor, guiding customers through their financial transformation journeys using our cutting-edge FP&A solutions.

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Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integra