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
$158k - $217k
Snowflake Partner Solution Lead - Central RegionAs a... ..., you will act as a senior technical and commercial... ...repeatability, supporting complex pursuits, and elevating... ...with Slalom sales, account, and industry teams to... ...aspects of the selection process. Please advise the talent...SeniorAccountsTemporary workLocal area- Auctane is seeking a North America Senior Revenue Operations Manager to support the Sales and Account Management teams with analytics and strategic planning. You will... ...CRM data integrity, dashboards, and forecasting processes, collaborating with marketing, finance, and...SeniorAccounts
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Partner Solution Lead, Databricks - Central RegionWho... ...technical clarity to complex client problems, and design... ...role is ideal for a senior technical leader who... ...solutioning, or pursuit processes, with demonstrated success... ...$350 reimbursement account for any well-being-related...SeniorAccountsTemporary workLocal area$105.4k - $207.8k
...clients to solve their most complex challenges. Leveraging... ...on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation... ...standards, peer review processes, and deployment controls... ...this role takes into account the wide range of...SeniorAccountsLocal areaVisa sponsorship- ...Inc. is seeking a Sr. Manager, GTM Enablement to lead and scale their go-to-market team. This role focuses on onboarding, product enablement, and improving rep... ...related roles, with a strong understanding of complex SaaS products and sales methodologies. The position...SeniorRemote work
$70k - $80k
Vestwell is seeking a project manager in Austin to oversee onboarding and integrate new plans into our financial technology platform. The... ...advisors and sponsors, while managing the entire onboarding process to ensure a seamless experience. Ideal candidates bring 2-4 years...Senior$196.5k - $291.5k
...flexibility to use their accounts to purchase and... ...with their customers, process exchanges and returns,... ...reach while reducing the complexity and friction involved... .... We're looking for a Lead PM to own the foundation... ...background checks, or onboarding. When making an application...SeniorAccountsContract workWork at officeLocal areaImmediate startFlexible hours$116.93k - $133.64k
STV is seeking a Senior BIM Lead for our Water Practice to provide leadership, technical guidance... ...meetings and facilitate resolution of complex design and coordination issues.Provide... ...an option with a Health Savings Account • Dental insurance • Vision insurance •...SeniorAccountsFull timeFlexible hours- ...tackling the world’s most complex challenges related to... ...Engineers on our Process Engineering team are key... ...UPW Process Engineers lead the process design of ultrapure... ...Looking For:We seek a Senior-level process... ...mentorship from experienced Account Managers, and a clear pathway...SeniorAccountsFlexible hours
$248k - $397k
...Global Financial Services, Senior Director, Banking... ...banking clients navigate complex challenges, build executive... ...Services leaders, account teams, capability leaders... ...trends.* Experience leading large-scale banking transformation... ...of the selection process. Please advise the...SeniorAccountsTemporary workLocal area$167.33k - $278.88k
...autonomously, and has experience leading software quality teams in... ...firm! Work you'll doThe Senior Manager of Process Technology for the Global... ...range for this role takes into account the wide range of factors... ...solve our clients' most complex challenges. This makes Deloitte...SeniorAccountsWork at officeLocal areaRemote workVisa sponsorship- ...Interactive Software, Inc. is a leading developer, publisher, and... ...normalization, and reconciliation processes to ensure a "self-healing" IT... ...stakeholders to translate complex operational challenges into... ...exchanges during the recruitment or onboarding process, and the Company will...SeniorCasual workFlexible hours
$90k - $157.5k
We are in search of an AI Platform and Ops Lead, Assistant Vice President with a... ...governance practices, documentation, service onboarding processes, and continuous improvement of AI... ...skills with the ability to operate in a complex enterprise technology environment.Demonstrated...Full timeTemporary workFlexible hours$72.7k - $144k
...industry. Job Description: As the Senior Associate for Lead Tax Services, you will be required to... ...returns. Qualifications: BS in Accounting required, Masters in Taxation or LLM... ...committed to a merit-based hiring process, evaluating all candidates consistently...SeniorAccountsWork at officeLocal areaRemote workWorldwide$211k - $290k
...clients solve their most complex and interesting... ...every deal. What You’ll Do Lead supply chain strategy and... ...yearly $350 reimbursement account for any well-being-... ...base salary pay range for Senior Principal in Silicon... ...aspects of the selection process. Please advise the...SeniorAccountsTemporary workLocal area- Sr. Onboarding Operations Specialist III Encino Building... ...to their clients Lead with Purpose. Partner... ...Financial, we don’t just process accounts; we help financial advisors... ...success easier. As a Senior Client Service... ...overseeing and resolving complex processing challenges...SeniorAccountsWork at office
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- ...the Global Delivery team leads software implementation... ...As part of the broader account teams, you will need to... ...be able to understand complex technology. You will be... ...and revenue growth. Senior Implementation Project... ...champions of learning, process improvement, and project...SeniorAccountsTemporary workWork experience placementWork at office
- ...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
$130k - $160k
...its interviewing and hiring process. We do not require any form... ...such as credit card or bank account number. Our recruiters have... ...Solutions Job Posting Title: Senior System Lead, Application & Integration,... ...to leadership on volume, complexity, capacity needs, and prioritization...SeniorAccountsFull timeLocal area- White Construction, an Austin-based family-owned commercial general contractor since 1971, seeks a Senior Superintendent. You will lead field operations on complex projects, ensuring safety, schedule adherence, cost control, and quality through the QA/QC program. Strong...SeniorFor contractorsFor subcontractor
- Kestra Financial in Austin, Texas is hiring a Senior Client Service Associate to oversee complex processing challenges related to client accounts. This role involves mentoring colleagues, resolving intricate issues, and ensuring exceptional service through advanced phone...SeniorAccounts
$88.58k - $147.6k
...Job Overview:The AVP, Senior Trustee Consultant... ...through our acceptance process and into onboarding. This role will be a... ...Consultant: Serve as the lead consultant with LPL... ...for moderately complex to complex trustee cases... ...log in or create an account to apply to this position...SeniorAccountsFull timeWork from home$147.2k - $193.2k
...business outcomes, resolve complex challenges, and build... ...and best practices.Lead technical discovery sessions... ...implementation, onboarding, and adoption initiatives... ...experience in Technical Account Management, Solutions Engineering... ...during the hiring process.Bonus: The BlackBerry...SeniorAccountsFull time$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 area- ...creatives solving some of the most complex, interdisciplinary challenges... ...stage of their journey from onboarding to renewal. You'll build the... ...This role blends product and process thinking with hands-on member... ...customer success, retention, account management, or sales...AccountsContract workShift work
$245k - $300k
...their most critical business processes. More than 500,000 organizations... ...to closeDevelop and implement account strategies to identify, engage... ...account entry strategiesLead complex, multi-stakeholder sales processes... ...cross-functionally with Sales Ops, Product, and Customer Success...SeniorAccountsLive inRemote work- 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,...Accounts
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$163.4k - $322.1k
...Relationship Executive at the Senior Manager level, you will lead Deloitte’s strategic... ....Scales Cross-OP activation and... ...Savvy at navigating complex, multi-member-firm organizations... ...role takes into account the wide range of... ...in the recruiting process, please direct your...SeniorAccountsLocal area
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