Director, Advisor Platform Success
Technology
Aspen Standard Wealth is scaling rapidly and seeks a Director of Advisor Platform Operations to own post-onboarding success for partner firms on Aspen’s core technology platform. The role emphasizes turning platform capability into measurable business outcomes and advisor value. Ideal candidates have 5–10 years in product, customer success or platform operations within wealth tech, and strong relationship management with a track record of driving adoption and satisfaction. #J-18808-Ljbffr Technology
- Aspen Standard Wealth is expanding and seeks a Director of Advisor Platform Onboarding to lead the migration of newly acquired partner firms onto... ...technology vendors. This role requires a track record of successful system conversions, comfort with data quality, and the...Platform
$171.2k - $273k
...where humans with agents drive customer success together. Here, ambition meets action. Tech... ..., and you are the future of Salesforce.Director, Regional Success Architecture,... ...Agentforce, CRM, or similar enterprise software platforms preferredPassion for technology and...PlatformFull timeWork at office$99k - $232k
...important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and... ...as EIS, FINEOS, FAST, Duck Creek, or another insurance software platform.What Sets You Apart- Master's Degree in Computer Engineering, Finance...PlatformFull timeH1b$60k - $65k
...Description About Teads Teads is a leading omnichannel advertising platform focused on driving outcomes for brand and performance... ...a Teadster, you'll play a critical role in shaping our future success in the region. Here's why Teads stands out: We've merged two...PlatformWork experience placement$125k - $170k
...Clear Street’s proprietary prime brokerage platform adds significant efficiency to the... ...experienced and highly motivated Associate Director to join our Risk/ Margin team. This critical... ...and support business expansion. The successful candidate must possess deep expertise across...PlatformWork at office$171.6k - $392.1k
...billing. Our ambition is to be the C‑suite advisor for insurance technology‑enabled... ...Guidewire Digital Portals, Jutro Digital Platform, and Enterprise Engage Enterprise Data... ...security standards. Skills And Attributes For Success Guidewire Leadership: Deep expertise in...PlatformWork experience placementSummer holidayFlexible hours$140.3k - $210.5k
...a Fortune 500 company and a leading AI platform for managing people, money, and agents,... ...match for you too.About the TeamThe Workday Success Plans Team are all about our customers... ...Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist...PlatformFull timeRemote workHome officeFlexible hours- ...smarter.We are now looking for a Technical Customer Success Manager to join our team in the United States.... ...customers maximize the value of the Inriver platform throughout their customer journey. Acting as a trusted advisor, you will combine customer success expertise...PlatformWork experience placement
$100k - $115k
...Our Bar | Move First. Learn Fast Job Description:The Technical Success Manager (TSM) is a high-impact customer-facing role for someone... ...into meaningful adoption, helping customers embed the platform into daily security operations, reduce risk, and achieve measurable...PlatformFull timeWork at officeLocal area3 days per week- Aspen Standard Wealth is scaling rapidly through acquisitions, hiring a Director of Advisor Platform Onboarding to lead the migration of acquired firms onto Aspen's Advisor Platform suite. This role owns the full migration journey and coordinates partner firm teams and...Platform
$177.65k - $261.25k
...Role overview Cboe Global Markets is seeking a Director and senior producer to lead coverage of the Registered Investment Advisor (RIA), Financial Advisor (FA), and broader... ...a strategic priority for Cboe as wealth platforms rapidly expand their use of listed derivatives...PlatformFull timeWork at officeImmediate start- ...Aspen Standard Wealth is building the next great national RIA platform bycombining the resources of a large firm with the independence... ...scaling rapidly through acquisition, and we\'re hiring aDirector of Advisor Platform Onboarding to lead the conversion of newly...PlatformLocal area
$97.38k - $155.96k
...deliver client value and drive growth in a platform-powered world. It is present in more... ...training and education. Overview The Associate Director, Social Media acts as a key contributor... ...comfortable working in grey space are successful in this role. Responsibilities...PlatformTemporary workFreelanceWorldwideFlexible hours- ...to conduct a search for an experienced Customer Success Manager for our client, a retail customer engagement platform and point-of-sale specialist. This is a full-time... ...technology solutions, acting as a trusted advisor to senior client stakeholders and driving measurable...PlatformFull timeTemporary workInterim role
- ...and experienced Associate Manager of Risk Operations to join our team. This position supports the client’s alternative investment platform with a focus on macro strategies. This role is flexible to be based in either the client’s Chicago, IL, Palm Beach Gardens, FL or...PlatformOngoing contractFull timeWork at officeFlexible hours
- Forward Networks is seeking an experienced Technical Account Manager (TAM) / Customer Success Manager to serve as a trusted advisor, drive platform adoption, and maximize value for our customers. You will guide onboarding, health monitoring, and cross-functional collaboration...Platform
$75k - $100k
...advertising opportunities on native placements within our Smart TV platform and programmatically with a cross device solution. Samsung’s... ...with Excel and PowerPoint are a must. The Associate Customer Success Manager position will be based in Toronto, NY, Chicago, LA and...PlatformFull time$35 - $40 per hour
...including Google SEM, Bing, Meta, PMax / Demand Gen, and other active publishers as needed. Pull, organize, and validate weekly platform performance data to support team reporting and decision-making. Monitor delivery, spend, clicks, CPC, conversions, and related performance...PlatformHourly payFull timeLocal areaFlexible hours- Director of Technical Account Management, Customer Success Leading DLP AI Cybersecurity Provider | Remote (US) | Full-Time The Mission You’re the cybersecurity... ...& Customer Success for a pioneering DLP AI platform , you’ll turn complex cybersecurity challenges into...PlatformFull timeRemote workWork from homeSleeping nightsFlexible hoursNight shift
$220k - $250k
...engagements. Qualifications actuarial experience within life insurance, reinsurance, or consulting. Experience with actuarial modeling platforms such as Prophet, AXIS, MoSes, PathWise, or similar tools. Strong knowledge of life and annuity products, valuation, capital...PlatformTemporary workLocal area$90k - $110k
...Job Description Job Description At Deliverect, our API-first platform is revolutionizing commerce by providing a connected suite of... ...global market. Department Focus: Strategic Accounts The Global Success Architects at Deliverect are a team of highly skilled...PlatformFull timeWork experience placementWork at officeWorldwideRelocationFlexible hours- Braven is seeking an Associate Director of Social Media to own and grow Braven’s social media presence as a storytelling engine that... ...analytics on Instagram, LinkedIn, TikTok, X/Twitter, and emerging platforms, collaborating with regional teams and campus partners to...Platform
$122.3k - $218.55k
...Philadelphia, Kennesaw) OVERVIEW The Customer Success AD is a senior individual contributor... ...system customers. Serving as a trusted advisor to executive, clinical, operational, and... ...through cloud-based, AI-powered platforms that integrate seamlessly into their workflows...PlatformWork experience placementWork at officeWorldwide- About Genesis Orthopedics & Sports Medicine Genesis Orthopedics & Sports Medicine is a full-spectrum musculoskeletal platform — surgery, physical therapy, and everything in between — operating across 16 clinics throughout Chicago. We run clinical trials. We serve Medicaid...PlatformRemote workShift workDay shift
$91.6k - $205.7k
...Who You’ll become A Solution Advisor works closely with our customers and prospects... ...Advisor within the SAP Academy for Customer Success, you will be responsible to:... ...connecting global industries, people, or platforms, we help ensure every challenge gets the...PlatformPermanent employmentFull timeWork at officeRemote workWorldwideFlexible hours3 days per week$90k - $180k
...seeking a highly experienced and dynamic Director, Programmatic to join our core... ...top domain expert in leading programmatic platforms like The Trade Desk, sharing your knowledge... ...develop new business opportunities. Drive successful financial performance and maintain P&L statements...Platform$190k - $270k
...in a meaningful way. Tempus' proprietary platform connects an entire ecosystem of real-... ...time.We are seeking an exceptional Senior Director, Functional Genomics & Organoid Systems... ...annotated patient-derived organoid models.The successful candidate will define and drive the...PlatformFull timeRemote work$130k - $150k
...pipeline contribution Partner with Sales Directors, BDRs, and Growth Marketing to develop... ...teams) Commercially minded with proven success driving pipeline and revenue through multi... ...automation (HubSpot), Salesforce, and analytics platforms Highly collaborative with strong...PlatformFull timeWork at officeLocal area3 days per week$92k - $101.1k
Job Title : Associate Director, Social Media Team : Communications & Marketing Location : Hybrid in Atlanta (GA), Chicago (IL) preferred... ..., you will develop and execute a bold social strategy creating platform-native content, building engaged audiences, and translating...PlatformFull timeWork at officeLocal areaImmediate startRemote workVisa sponsorshipWork visaMonday to Friday2 days per week3 days per week$145k - $150k
...BuyingJob Description:Job Description:The Director of Content will be responsible for... ...internal cross-functional teams to drive successful campaign execution and business growthImplement... ...partnersProactively seek out partners, platforms, technologies, and opportunities driven...PlatformFull timeWork at officeLocal area3 days per week
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