Growth-Driven Advisor Channel Lead - Wealth Tech
Ethic
Ethic, a leading fintech company in New York, is looking for a Senior Associate/Lead to strengthen relationships with financial advisors and sales pipeline growth. This role will support Ethic's strategic goals in wealth management, overseeing documentation processes, and enhancing cross-team collaboration. Candidates should bring 4-6 years of relevant experience, particularly in wealth management, and demonstrate exceptional communication and problem-solving skills. The position features a hybrid work schedule and offers meaningful professional growth opportunities. #J-18808-Ljbffr Ethic
- ...company in New York seeks a Manager, Channel Partnerships to lead a team of Channel Partner Managers. In this role, you will drive business growth through sustainable partnerships and strategic... ...development. You'll utilize a data-driven approach to track performance and...Suggested
- A technology startup is seeking a Growth Lead to define and drive its growth strategy through data-driven experimentation. This fully remote role focuses on identifying and scaling effective acquisition channels and requires at least 5 years of hands-on experience in B2...SuggestedRemote work
- ...newly created role of Audience Growth & Engagement Lead. This is not a traditional... ...Lead: Owned Channel & Personalization Strategy:... ...record in a modern, content-driven growth mandate, likely coming... ...100 Best Places to Work in Tech for 2023 and 2024, and BDICode...SuggestedLocal area
- ...client is seeking a Senior Wealth Advisor to join their rapidly... ...collaboration and need a tech stack that saves HOURS in... ...relationships and help accelerate growth. You will play a lead role in expanding the... ...a high-velocity, deadline-driven setting while managing multiple...SuggestedRemote work
- A pioneering technology startup in New York City is seeking a Growth Lead to drive growth strategies and pipeline generation. This hybrid... ...strong collaboration skills with the ability to execute multi-channel marketing strategies. Competitive salary and performance...Suggested
$150k - $200k
A tech-driven organization is searching for a Head of Growth to lead the adoption of AI trading agents. This remote position emphasizes a performance-driven approach... ...managing the growth funnel, executing multi-channel strategies, and collaborating on community engagement...Remote job- A financial tech company based in New York is looking for an experienced Partner Sales Executive to scale its Franchise Channel. The ideal candidate will have over 7 years of experience, including 3 years in partner sales and a strong track record of success. Responsibilities...Relocation packageFlexible hours
$600 per month
About WPP Media WPP is the trusted growth partner for the world's leading brands. With exceptional talent, trusted... ...growth. WPP Media is WPP's AI-driven media operating unit, bringing together... ...marketing as a full-funnel channel, supported by data, strategy, creativity...Summer workWorldwideFlexible hours- ...yrs, early-stage companies, Growth Lead New York City (Hybrid — 3 days... ...differently from traditional tech companies. The opportunity... ...experience developing multi-channel GTM approaches. Success will... ...disciplined, experimentation-driven growth engine with an analytics...Work at officeRemote work
- ...is pivotal in driving MarTech transformations, enabling data-driven growth across global teams. The successful candidate will manage the... ...marketing technology, strong analytical skills, and experience in leading teams are essential. Competitive salary and comprehensive...
$160k
Financial Planner Recruiting, LLC is looking for a Wealth Advisor to join their New York City-based team. In this role, you will manage the end-to-end client relationship, providing comprehensive financial planning and investment management to clients in the emerging wealth...- ...facing roles and relevant certifications like CFP or CPA. The position offers a hybrid work environment, top-tier benefits including comprehensive health coverage and a 401k plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr Range
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and possess...
$210k - $262.5k
...Group Product Manager, Advisor Channel New York, New York... ...HR issues. We’re data-driven and never stop iterating... .... Our Product Managers lead highly collaborative creative... ..., Healthcare, HR Tech - all with serious policy... ...scale. Proficient with growth analytics and...Casual workWork at officeLocal areaWorldwideFlexible hours$136.8k - $198.38k
...with clients in person, if needed, and has the required FINRA licenses active in good standing. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will...
- A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The role centers on delivering sophisticated financial planning strategies while leveraging advanced technology. Candidates...
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role... ...advice, and driving product growth through collaboration. Candidates... ...communication skills, and be fluent in data-driven insights. Competitive compensation...- ...in the United States is looking for experienced Lead Advisors to manage client relationships and implement wealth management strategies. Candidates must possess a... ...collaboration, community engagement, and personal growth with a firm dedicated to its clients' success. #J...Work at officeRemote work
- Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll build lasting relationships through trust and engage clients in their financial journeys. The ideal candidate holds a valid FINRA...
- A premium wealth management firm in New York seeks a Senior Associate/Manager to partner with client service leads. This role involves delivering financial plans and investment advice... ...collaborative environment with significant growth opportunities, competitive compensation...
$85k - $145k
Why Work at Mercer Advisors? For more than 40... ...- including size, growth, service quality,... ...Job Summary: The Wealth Path Wealth Advisor... ...Core Tech/Platforms Expert... ...internal resource channels needed to deliver... ...junior employees; leads planners in the production...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- A leading entertainment company in New York seeks a Senior Manager, YouTube Intelligence to enhance content performance across its YouTube channels using data-driven insights. This role combines analytics with creative strategy, acting as a liaison between data and production...Flexible hours
$105k - $135k
...empowers asset and wealth managers to better... ...the highest advisor satisfaction rating... ...we accelerate our growth. The role is full... ...office. You will lead and accelerate our... ...excels at both data-driven growth marketing and... ...different digital channels and segments, providing...Full timeWork at officeFlexible hours- CNG Holdings, Inc. is seeking a Channel Leader in Kentucky to develop and execute business channel strategies that enhance growth and customer satisfaction. The role focuses on optimizing... ...in financial services and strong data-driven decision-making abilities. The position...
$106.92k - $115k
Aeropostale is seeking a Senior Manager of Marketing, Growth & Channel Activation to lead key activation programs across Aéropostale and Lucky Brand. This role will drive consumer engagement, retention, and app adoption, supporting the Aéropostale App and Lucky Brand App...- Aimers is looking for a PPC Growth Lead to join their remote team. You will manage projects for SaaS and Tech companies globally, mentor team members, and develop strategies... ...in Google Ads and Meta Ads, and a data-driven mindset. Enjoy flexible working hours and minimal...Remote jobFlexible hours
- TwinThread is looking for a Private Banker - Managing Director in New York. This role involves advising clients on wealth management and requires at least six years of experience in Private Banking. Key skills include client relationship management and financial services...
- ...Leader in New York City to drive growth for a dynamic DTC business. The role... ...in paid social. You will lead strategies across various digital channels, optimize campaigns for ROI, and utilize... ...approach, ideal for a performance-driven marketer. This is a full-time on-site...Full time
- A tech company specializing in security is seeking a Founding Channel Lead based in New York. This role involves building the channel program, creating effective partnership... ..., technical credibility, and a knack for data-driven decision making. Although the company values an...Work at office
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