Advisor Activation Ops Specialist - Onboarding & Automation
$70k - $90kTraveltechessentialist
Traveltechessentialist is seeking an Operations Specialist for its New York City office. This role focuses on onboarding new advisors by improving processes and building scalable systems. Candidates should have 1-2 years of experience in operations or customer management, strong critical thinking skills, and be detail-oriented. The compensation offered is competitive, with a range of $70K-$90K plus equity, alongside perks like unlimited vacation and health insurance. #J-18808-Ljbffr Traveltechessentialist
- ...Practice Area: Cloud Engineering & Automation (Immersion Consulting) Role... ...technical lead and trusted advisor, guiding customers through... ...Support platform onboarding and adoption across multiple... ...and client trust. The role of Specialist is to provide a career pathway...SuggestedFull timeRemote work
$105k - $140k
...York City Hub Office. About the Role: As a Senior Specialist in Ops Enablement & Automation, you'll lead the delivery of complex automation and... ...Taskrabbit's commitment to Diversity and Inclusion: An Active Commitment to Equity within our Company and Platform. We...SuggestedWork at officeImmediate startFlexible hours$110k
Better Tomorrow Ventures is looking for a skilled candidate for a hybrid role in New York City, managing relationships and resolving complex investment questions. This position requires clear communication, problem-solving skills, and curiosity about venture and finance...Suggested- ...As a Senior Product Associate in Digital Onboarding, Commercial and Investment Bank, you are... ...interface between business, tech, ops, risk, legal and compliance to drive digital... ...Proven ability to lead product life cycle activities including discovery, ideation, strategic...SuggestedImmediate start
- ...penetration. 75% of financial advisors don’t offer digital... ...tap into AI‑powered software, automated sales and marketing, and seamless... ...are providing a best‑in‑class onboarding and implementation journey while... ...communication. You’re both an active communicator and an eager...SuggestedWork experience placementWork at office
$85k - $110k
Role Overview The Specialist, Client Activations & Tools supports the planning, deployment, and continuous... ...insights to elevate both client and advisor experience. Support the Client... ...engagement in usage through training, onboarding sessions, and maintain a dynamic Tool...$55k - $60k
Strategic Specialist, Technical Onboarding The Strategic Services Specialist, Technical Onboarding, manages and oversees the onboarding and implementation... ...and process integrity. Operate with understanding, active listening, patience, empathy, and kindness to customers...Contract work$55k - $83k
...halls, celebrations, learning sessions, benefits fairs, volunteer activities, and culture‑building initiatives. Ensure conference rooms and... ...including badges, parking access, workspace preparation, and onboarding logistics. People Operations Coordinate interviews and...Full timeWork at office$52k - $65.2k
...Specialist, Client Service Management I - Wealth Services Ops At BNY, our culture allows us to run our company better and enables employees' growth and success... ...partners and support client service or sales activities, including assisting in the creation of RFPs, KPIs...Temporary workWork experience placementWorldwideFlexible hours$110k - $160k
...is seeking a Communications Specialist to join our Communications &... ...Working closely with the People Ops team, you’ll craft messaging... ..., engaging others, listening actively, and responding thoughtfullyProficiency... ...a strong focus on creating automations and streamlining workflows...Work at officeLocal area- Cardata is looking for a Senior Trading Associate in New York to take charge of the trade lifecycle across multiple custodial platforms. The role guarantees accurate execution of client investment strategies while adhering to regulatory requirements. Candidates should have...
$60k - $75k
...t just surface insights, it executes decisions for you, with automations that make the rest of your stack smarter. The result: more than... ...so is our social presence. We’re looking for a Social Media Specialist to help us scale our social media program. This role sits at...$22 - $24 per hour
...client records, case notes, and compliance documentation Monitor participant progress, attendance, and follow‑through on planned activities Provide referrals to community and social service resources as needed Manage program operations, including workshops, grants, reporting...Hourly payLocal area- The Manager, Activation is responsible for owning select media partnership relationships and... ...and managing the Assistant/Specialist to ensure the proper utilization and reconciliation... ...leveraging Orion often as their planning aligns Onboard new media partners with the agencies and...Contract workWork at officeLocal area
$98.96k - $148.44k
...oversight across all search engine marketing activity. Oversee the full campaign lifecycle... ...-driven search capabilities, including automated bidding, targeting, budget allocation, and... ..., including vendor risk assessments and onboarding governance. Exposure to AI-driven or...Full timeWork at officeRemote work$70k - $90k
About The Role The Operations Specialist, Advisor Activation role is at the heart of onboarding Fora's newest advisors, supporting the systems, processes, and programming... ...Use no-code and AI tools to design and automate operational workflows: communication sequences,...Full timeInternshipWork at office- ...operations. The role focuses on delivering high-quality back-office processes with an emphasis on Payments & Transactions and Investor Onboarding, and as the first Valencia hire you will operate with autonomy while collaborating with London. The role is full-time, permanent...Permanent employmentFull time
- ...streamline operations and maximize profitability. Opportunity: We are actively seeking fleet companies specializing in TAXI, Limousine, Tow,... ...needs. Add on dispatch services. Add on recruiting and onboarding, hire packet services. (Set up your business hire packet) Add...Flexible hours
- Join Joe & the Juice as a Social Media Associate, where you'll be integral to our Brand Marketing team. In this dynamic role, you'll support marketing efforts across social media and aid in creatively bringing our brand to life. Your responsibilities include managing social...
$85k - $95k
NewEdge Advisors is seeking a Transition Manager to serve as the primary point of contact for transitions to their RIA platform. Responsibilities include coordinating meetings and paperwork, ensuring compliance during transitions, and supporting advisors with operational...- ...Prior Authorization Specialist (Contract) Flagler Health | Posted Mar 9 Apply Full-time... ...deliver care through AI-powered workflow automation, remote patient engagement, and chronic... ...systems Support billing and reconciliation activities as needed, including resolving...Full timeContract workRemote work
$135k - $165k
Clickback Inc. is looking for a Shareholder Advisory Specialist in New York, NY, to support corporate governance and activism defense practices. The ideal candidate will have a bachelor's degree, 3-5 years of relevant experience, and strong financial modeling skills. Responsibilities...- A private capital ecosystem is onboarding independent Investor Engagement Specialists to manage relationships with high-quality private market investors. The role requires strong investor networks and communication skills. Compensation is based on transaction success,...
- Mission of the Role To build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’... ...to collaboration CRM & Pipeline Management Track all outreach activity Maintain notes on conversations and follow-ups Execute...
- ...KPMG is currently seeking a Senior Specialist, PaaS to join our Managed Services practice... ...finance processes, including vendor onboarding, sourcing support, and contract lifecycle... ...contract documentation and validation activities Act as a coordination point for vendor...Full timeContract workH1bLocal area
- ConsultNet Technology Services and Solutions is seeking an individual to join the Investor Relations group, focusing on Investor and Onboarding Services. This role involves providing essential support throughout the onboarding of new and existing investors. The successful...
$91k - $146k
...Social Media Strategist at Air, New York, NY Air is a Creative Ops System for creative teams. Our product automates the mindless tasks that creatives and marketers do every day to manage content and unlocks creativity through image recognition, automated versioning, and...Work at officeWork from home3 days per week$104k - $146k
...platform fluency to rigorously QA agency output Drive access to and activation of advanced platform capabilities across Meta, TikTok, YouTube... ...competing for attention and outcomes Serve as a trusted advisor and thought partner to senior leadership, helping shape each brand...Agency workSummer workWork at officeLocal areaDay shift$24 - $29 per hour
...annual strategic plans Act as client first‑responder for imagery requests and photo needs and content calendar requests Participate actively in internal meetings and be an active voice on all client calls / in‑person meetings Guide student interns and post‑grads Content...Work at officeFlexible hoursShift work$115k - $140k
...in the industry. GlideFast Consulting - Technical Consultant- Active Secret Clearance Require (Remote) Job Details Remote As a Cleared... ...System Administrator (CSA) 1 Certified Implementation Specialist Certifications Active government Secret clearance The starting...Remote job
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