Remote Team Lead, Financial Advisory Engagement Center
Edelman Financial Engines
Edelman Financial Engines is looking for a Team Lead for the Engagement Center to enhance team performance in advisory skills and sales techniques. This role requires a candidate with strong leadership abilities, a solid understanding of financial services, and over 3 years' experience in a client-facing role. You will guide the team towards meeting aggressive sales targets while also fostering a positive and collaborative work environment. The position offers remote options and comprehensive benefits including competitive salary and bonuses. #J-18808-Ljbffr
- ...loyalty, workforce engagement, efficiency and... ...their work. Join the team and create the... ...Engagement Lead, CX Advisory, you will play a... ....Location: Fully remote within U.S. (not... ...especially in contact center or CX transformation... ...personal or financial information during...Remote workFinancialWork from homeWorldwide
$69.5k - $92.7k
Team Lead, Engagement Center (Remote Or Phoenix, AZ) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.... ...candidate with proven understanding of the Financial Advisory functions who can do the work of an Advisor,...Remote workFinancial$110k - $180k
...Strategic Advisor & Engagement Lead We are seeking a high... ..., this role is centered on strategic leadership... ...managing engagement financials, and helping shape the... ...guide implementation teams strategically, solve... ...Lead strategic advisory engagements with Federal...Remote workFinancialLocal areaWork from home- ...with a strong call center footprint and... ...technology e-commerce, and financial services. Our... ...both on-site and remote agents, leveraging... ...expanding, industry-leading organization.... ...manage and support a team of customer service... ...paycheck. Fun, Engaging Work Environment:...Remote workFinancialFull timeTemporary workCasual workWork at officeLocal area
$86.8k - $198k
...64 Commanders Information Center Team Lead The Opportunity: Are you... ...health, life, disability, financial, and retirement benefits, as... ...person or virtually. To support engagement and effective communication,... ...on during meetings. Remote : If this position is...Remote workFinancialFull timeContract workPart timeWork at officeLocal area- ...Lead Project Manager - Data Center Arizona - Remote; Arkansas - Remote; Florida - Remote... ...Project Management team. In this role, you... ...costs, and ensure financial success. Secure... ...design, client advisory services, planning... ...work arrangements Engage in work that has a...Remote workFinancialFull timeContract workFor contractorsFlexible hours
$185k - $190k
...A financial services organization based in New York is seeking a Client Advisory Specialist to optimize business management and deepen client engagement. The successful candidate will collaborate across teams to deliver comprehensive services while managing relationships...Remote workFinancial$206.21k - $249.88k
...Director, Trade Policy Lead & Trade Association Engagement will lead BMS'... ...with other USGPGA teams to ensure BMS work... ..., or executive advisory roles. Strong understanding... ...Programs (EAP). Financial Well‑being and... ...the capability centers. Employees in remote‑by‑design or lab‑based...Remote workFinancialHourly payFull timeTemporary workPart timeFor contractorsSummer workLive inWork at officeFlexible hours- ...Overview Lead Project Manager - Data Center (Travel Required) Arizona - Remote; Arkansas - Remote; Florida... ...Management team. In this role, you... ..., contracts, financials, and operations.... ...design, client advisory services, planning... ...work arrangements Engage in work that has...Remote workFinancialFull timeContract workFor contractorsFlexible hours
- ...join their Capital Markets team in Omaha, Nebraska. The... ...for banking and financial institutions, focusing on financial advisory services. Responsibilities... ...managing M&A services, client engagement, and enhancing client... ...and benefits, along with remote work flexibility for suitable...Remote workFinancial
- ...within the Client Accounting Advisory Services team. The successful candidate will lead client engagements, manage month-end close processes... ...operations. This fully remote role requires strong technical... ...clients, aiming to optimize their financial processes and ensure accurate...Remote workFinancial
$160k - $210k
...Principal Security Consultant. This role involves leading security consulting engagements, driving advisory service delivery, and measuring security effectiveness... ...skills and experience. Benefits include medical, financial, and other perks supporting employee well-being....Remote workFinancial- ...seeking a qualified professional to lead client advisory engagements at CFO-level, delivering strategic... ...industry, you will oversee client teams, analyze financial performance, and drive technology... ...experience. The position supports remote work flexibility across the United...Remote workFinancial
- ...accounting or industry experience for a client advisory role. Responsibilities include leading CFO-level engagements, analyzing financial performance, and mentoring staff. Required... .... This position allows for hybrid or remote work, providing flexibility in how work is...Remote workFinancial
- ExecuSource is looking for a Transaction Advisory Manager in Atlanta, GA. The... ...with 3 days in the office and 2 remote. The ideal candidate will have 3-... .... Responsibilities include leading transaction engagements, analyzing financials, and developing financial reports...Remote workFinancialWork at office
- ...providing advanced strategic advisory to clients within the Occupier... ...platform. The position is remote, allowing applicants to work... ...consulting, along with exceptional financial and analytical expertise. A... ...includes significant client engagement and leadership responsibilities...Remote workFinancial
- ...A leading accounting firm is seeking a Manager in their Accounting Advisory practice with expertise in construction... ..., lead key client engagements, and enhance financial performance... ...experience, and can manage teams effectively. The position allows for remote work from anywhere...Remote workFinancial
- ...A leading professional services firm in the United States is looking for an Accounting & Financial Outsourcing Senior Manager to lead engagement teams and provide strategic financial advisory to nonprofit clients. This role is essential for managing client relationships...Remote workFinancial
- ...Experience Manager, the Member Engagement Advisor provides member... ...operations of the contact center. Identifies members' financial needs and offers Soarion... ...onsite position. Occasional remote work may be available for... ...metrics for self and team to achieve all service, productivity...Remote workFinancialCasual workWork at office
- ...thousands of clients reach their financial goals. Peoples Bank... ...in your contributing to the teams' success as well as the organization... .... The Virtual Center Manager will ensure excellent... ...exceptional results. Will lead and facilitate meetings with internal...Remote workFinancialWork experience placementLocal areaFlexible hoursNight shift
$134.3k - $184.67k
...with key, opinion-leading (KOL) electrophysiologists... ...a Scientific Advisory Board, developing... ...cross-functional teams including Medical... ...Location: Remote, work from home in... ...Connect People Contact Center for support at... ...confidential personal or financial information. If...Remote workFinancialTemporary workWork at officeLocal areaWork from home$200k - $250k
...Advisory Lead – Data/AI Due Diligence (Ref: 187830) Advisory... ...Data & AI Locations : Remote We’re working with a... ...healthcare, software, and financial services. This is a... ...strategic advisory engagements. Key Responsibilities... ...with multi-disciplinary teams across cloud, cybersecurity...Remote workFinancialContract work$130k - $146k
...and Community Engagement / Executive Director... ...'s Executive Team. This position... .... The AVP-DCE leads a team dedicated... ...the planning, financial management, board... ...'s equity-centered mission. Community... ...mentorships, advisory councils, and community... ...to work remotely based on program...Remote workFinancialFull timeWork at officeLocal areaVisa sponsorshipWeekend workAfternoon shift$110k - $150k
...Solutions Lead, Solutions Advisory Company: Norstella Location: Remote, United States Date Posted: Jun... ...driven commercial and financial decisions Match and... ...product knowledge to every engagement. You will also play... ...tissue between our teams to build what the...Remote workFinancialFull timeTemporary workLocal areaFlexible hours- ...Employee Strategic Broker Engagement Leader... ...Francisco, CA; California (Remote) Work Arrangement... ...underwriting product teams to the North American... ...confidential counselling, financial and legal advice ~... ...our people are at the center of our success. Our...Remote workFinancialFull timePart timeWork experience placementWork at officeWork from home
- ...tactical execution. You will lead the CMMC readiness Service Delivery Operations team and serve as the Lead... ...schedule for both on‑site and remote engagements. Strategic vCISO Advisory Executive Leadership: Act... ...technical risk into financial and operational impact for...Remote workFinancial
- ...PE or SE ready to lead at a high level, or... ...wants to build teams, develop people, and... ...are hiring a Design Center Leader in Boise -... ...and hands-on (remote or hybrid work schedules... ..., efficiency, and financial results What... ...high-performing, engaged team Delivering...Remote workFinancialFull timeTemporary workFlexible hours
$150k - $215k
...in 1999, MCB operates centers in Manhattan, Boro Park... ...Compliance Ethics & Advisory Lead - responsible for administering... ...requirement, 1 day remote (of your choosing).... ...with cross‑functional teams and build... ...York State Department of Financial Services, and Consumer...Remote workFinancialWork at officeLocal area$130k - $170k
...And Public Affairs Team The Legal,... ...to deliver honest financial products. Affirm’s... ...activities include advisory, training, testing... ...seeking a Compliance Lead to join the Direct... ...lifecycle. You will engage in the decision-making... ...is proud to be a remote-first company! The...Remote workFinancialWork at officeFlexible hours$150k - $215k
...MCB operates banking centers in Manhattan and Boro... ...national recognition for its financial performance,... ...the Compliance Ethics & Advisory Lead , you will be responsible... ...other Compliance Advisory teams in ensuring the bank’s... ...requirement, 1 day remote (of your choosing)....Remote workFinancialWork at officeLocal area
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