Senior Onboarding Ops Lead — Complex Account Processing
Kestra PWS
Kestra PWS is seeking a Senior Onboarding Operations Specialist III in Austin, Texas. In this role, you'll lead complex processing and issue resolution while serving as a key point of contact for client and advisor needs. Your expertise in brokerage operations will contribute to exceptional client service and operational excellence. The ideal candidate has a bachelor’s degree, 3-7 years in financial services, and strong problem-solving skills. Join us to help advisors thrive and make an impact in financial independence. #J-18808-Ljbffr Kestra PWS
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Onboarding Ops Lead — Complex Account Processing in Austin, TX vacancy
$100k
...seeking a highly skilled and strategic Senior Staff Accountant to lead our full-cycle accounting and tax... ...financial professional who can manage complex reporting, mentor junior staff, and drive... ...control policies and spearhead process improvements, system upgrades, and long...SeniorAccounts$178.5k - $265.1k
...flexibility to use their accounts to purchase and... ...with their customers, process exchanges and returns,... ...reach while reducing the complexity and friction involved... ...and market analysis. Leads workstreams to include... ...background checks, or onboarding. When making an application...SeniorAccountsFixed term contractWork at officeLocal areaImmediate startWorldwideFlexible hoursPayPal
Austin, TX3 days ago- ...provide leadership and oversight within the Account Services function. The position requires... ...will perform principal reviews, manage complex documentation, and work cross-... ...with management to enhance operational processes. This opportunity offers a hybrid work schedule...SeniorAccounts
- A healthcare supply startup in Austin is looking for a Senior Sales Manager to lead a team of Account Executives. The role emphasizes operational excellence, metrics-driven management, and strategic sales processes. Ideal candidates will have 8+ years of sales experience...SeniorAccounts
- ...Financial provides a leading independent advisor platform... ...: The Sr. Onboarding Support Specialist (Career... ...-office operational processing (35%) during non-... ...addressing operational and account setup questions.... ...solutions, and escalate complex matters as necessary....SeniorAccountsPermanent employmentFull time
Kestra Holdings
Austin, TX3 days ago $200k - $250k
...Principal Consultant is a senior executive responsible for leading the company’s most... ...Principal Consultants are accountable for building client trust... ...originating and converting complex opportunities, and mentoring... ...any part of the hiring process or have questions about our...SeniorAccountsFull timeFixed term contractLocal areaRemote workWork visaPerkinElmer
Austin, TX3 days ago$87k - $178.1k
...practices, multiple business processes or technology designs... .... Performs varied and complex duties and tasks that... ...procedures, and leading practices. As a member... ...Responsibilities The Senior Knowledge Leader will... ...its roles in order to account for variations in knowledge...SeniorAccountsTemporary workWork experience placementLocal areaFlexible hoursOracle
Austin, TX23 hours ago$72.7k - $144k
...industry. Job Description: As the Senior Associate for Lead Tax Services, you will be required to... .... Qualifications: • BS in Accounting required, Masters in Taxation or LLM... ...are committed to a merit-based hiring process, evaluating all candidates...SeniorAccountsLocal areaRemote workWorldwideCrowe
Austin, TX2 days ago$110k - $225k
...FleishmanHillard is seeking a Senior Vice President to serve as, Enterprise Lead with a large, global healthcare client... ...is positioned in an increasingly complex global environment. The Senior... ...strategy. Ensure the account remains a flagship example of integrated...SeniorAccountsWork at officeLocal areaFleishmanHillard
Austin, TX2 days ago- A leading technology firm in Austin, TX, is seeking an experienced Senior Network Engineer to lead the network operations team. In this critical role, you will support... ...and implement network projects while tackling complex technical challenges. Exceptional leadership and...Senior
- ...Sr Account Executive, Central T1200 - Fixed Ops Denver, Colorado, United States Join Axon... ...policing. What You'll Do Lead LPR Sales Strategy:... ...differentiation. Support Complex Sales Cycles: Partner... ...application or the recruiting process, please email...SeniorAccounts
- ...drive growth. Our solutions automate key processes - from anti-money laundering to fraud... ...parties (customers, partners, and Abrigo) in complex relationships Communicate with... ...information from multiple sources and taking into account multiple perspectives on the difference...SeniorAccountsRemote workFlexible hours
- The Texas Attorney General is seeking an experienced Investigator for their Antitrust Division. The role involves conducting complex investigations into antitrust violations and collaborating with federal and state agencies. Applicants should have a Bachelor's degree and...Senior
$113.5k - $179k
...Senior Implementation Project Manager... ...is the leading AI-powered customer... ...implementation consulting, onboarding and project... ...managing complex B2B/B2C... ...success ~ Strong accountability, ownership,... ...the recruitment process (e.g. for home... ...at talent-ops@iterable.com...SeniorAccountsContract workLocal areaImmediate startRemote workWorldwideHome officeFlexible hoursIterable
Austin, TX1 day ago- ...Senior Lead, ServiceNow ITOM Austin, Texas Who We Are Headquartered... ..., and reconciliation processes to ensure a "self-healing"... ...business stakeholders to translate complex operational challenges into... ...during the recruitment or onboarding process, and the Company...SeniorCasual workFlexible hours
Take-Two Interactive
Austin, TX1 day ago - ...Description Job Description Senior eDiscovery Analytics Lead Employment Type: Full-... ..., and implementation of processing approaches for electronic... ...and litigation support on complex and large cases involving... ...401k -Flexible Spending Account (Health, Dependent Care,...SeniorAccountsFull timeFlexible hours
- ...Talent Acquisition Junior / Senior / Lead Austin, Texas, United States... ...A Recruitment (Finance, HR, Ops) Executive Search High... ..., and funnel metrics Onboarding workflows and HRIS systems... ...design, and refining hiring processes. Strong research and sourcing...SeniorRemote work
Catalyst Labs, LLC
Austin, TX3 days ago - ...directly with Boom's senior leadership, launch and... ...Enterprise launches: Lead the onboarding and successful implementation... ...: Take the lead on complex, ambiguous initiatives... ...frameworks for account prioritization and resourcing... ...closely with sales, ops, product, engineering,...AccountsWork at officeFlexible hours
Boom
Austin, TX1 day ago - ...As an Industry Practice Lead at Dun & Bradstreet,... ...product and pricing cycles, complex channel ecosystems,... ...and analytics to target account selection, channel/partner... ...through the sales process, providing thought leadership... ...win rates, reduced onboarding time, lower fraud loss,...AccountsWorldwide
Dun & Bradstreet
Austin, TX2 days ago - The Employee Connect is looking for a Partnership Taxation Senior Manager in Austin, TX. This full-time position involves managing complex partnership tax returns, providing consulting services, and mentoring junior staff. The ideal candidate will have over 10 years of...SeniorFull timeWork at office
$169.4k - $279.6k
...including the scope, complexity and location of... ...solutions. As a Lead Architect, you... ...collaborate with senior Technology and Business... ...risk, and control processes that ensure safe,... ...technologies. Strategic Accountability: Provide strong... ...with MLOps & AI Ops practices and CI/...AccountsTemporary workWork experience placementLocal areaTravelers Insurance
Austin, TX1 day ago$109.2k - $223.4k
...experienced and driven Senior Principal... ...bring structure, accountability, and mechanisms to... ...initiatives end-to-end Lead high-impact... ...options Analyze complex technical and... ...quarterly planning processes, ensuring DCSA priorities... ...such as onboarding improvements, governance...SeniorAccountsTemporary workFlexible hoursOracle
Austin, TX4 days ago$97.53k - $164.95k
...confidently solve complex commerce challenges... ..., we provide the leading e-commerce platform... ...We are seeking a Senior Manager, Financial... ...the Quote to Cash process which is a... ...reporting, ad-hoc account, and month-end duties... ...including recruitment, onboarding, and succession...SeniorAccountsLocal areaRemote workWorldwideFlexible hoursShift workFeedonomics
Austin, TX4 days ago- Onboarding Team Lead Location: Austin, TX - Hybrid 2 to 3 days per week... ...while remaining hands-on with complex or high-risk engagements.... ...promotion readiness. Process, PMO & Operational Discipline... ...built on mutual trust and accountability ~10 sick days annually...Temporary workWork at officeLocal areaFlexible hours2 days per week3 days per week
Togetherwork
Austin, TX1 day ago - ...Senior Director, Regional Strategic & Named Accounts - Central We have an opportunity... ...Senior Director will lead a high-performing... ...Recruit, hire, onboard, develop, and retain... ...management, and sales process adherence Drive... ...sellers through complex enterprise...SeniorAccounts
Infoblox
Austin, TX1 day ago $70k - $75k
...Skilled Trades (SST), a leading skilled trades... ...firm, is seeking an Onboarding Team Lead to oversee... ...and new hire readiness processes. This is a hands-on, working... ...Coordinate with recruiters, account managers, clients, and... ...years of prior lead, senior onboarding specialist,...AccountsHourly payFull timeTemporary workWork at officeLocal areaMonday to FridayAfternoon shift- ...flexibility to use their accounts to purchase and... ...with their customers, process exchanges and returns,... ...reach while reducing the complexity and friction involved... ...PayPal, Inc. seeks Lead Product Manager in Austin... ...background checks, or onboarding. When making an application...AccountsWork at officeLocal areaImmediate startRemote workFlexible hours
PayPal
Austin, TX1 day ago - A financial institution in Austin, Texas, is seeking a Senior Accountant to manage the balancing of loan, share, and cash accounts. Responsibilities... ...compliance with GAAP standards, and analyzing accounting processes. The ideal candidate will have at least 4 years of...SeniorAccounts
- ...all stakeholders involved with onboarding, customer experience, and... ...customer experience for new accounts. You will be joining a company... .... Help make the subscription process more flexible and efficient by... ...intelligence (EQ) and a track record of leading successful cross-functional...SeniorAccountsImmediate startRemote workFlexible hours
Skimmer, Inc.
Austin, TX14 days ago $115k - $160k
...Senior Manager, Client Accounting Operations Join Aprio's Client Accounting... ...is responsible for leading operational... ...accounting services, close processes, and advisory-... .... Assist with onboarding, training, and ongoing... ...ability to manage complex client...SeniorAccountsFull timeLocal areaRemote workFlexible hoursAprio
Austin, TX8 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Onboarding Ops Lead — Complex Account Processing. Be the first to apply!
Related searches
- senior cost analyst Austin, TX
- senior computer engineer Austin, TX
- senior development engineer Austin, TX
- senior program specialist Austin, TX
- senior manager quality engineering Austin, TX
- senior software test automation engineer Austin, TX
- senior design technologist Austin, TX
- senior director corporate development Austin, TX
- senior design verification engineer Austin, TX
- senior director quality Austin, TX