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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Advisor Activation Ops Specialist - Onboarding & Automation in New York, NY vacancy
- Fora, a modern travel platform based in New York City, is seeking an Operations Specialist, Advisor Activation to onboard new advisors and optimize onboarding programs. You will work across tools, workflows, and communications to scale early advisor experiences. The role...SuggestedWork at office
- ...support program design, development, execution, enhancements, automations, Change Management, and relationships with internal... ...and Rockland. The Sr. Risk Manager will work on TPRM Lifecycle activities including planning, third party identification, due diligence...SuggestedContract workWork experience placementWork at officeNight shift
$55k - $83k
Office Experience & People Ops Specialist Job Category : Human Resources Requisition Number... ...sessions, benefits fairs, volunteer activities, and culture‑building initiatives. Ensure... ...access, workspace preparation, and onboarding logistics. People Operations Coordinate...SuggestedFull timeWork at office- ...resolution of unreconciled items. Identify opportunities for automation and process improvements in tax calculation, reporting, and compliance... ...(SOPs), process notes, and operational controls for taxation activities. Ensure compliance with RBI guidelines, GST laws, Income Tax...SuggestedFull time
$140k - $200k
..., application, and engineering teams to onboard applications, privileged accounts, service... ...programming interfaces, workflow automation, and targeted process improvements to reduce... ...similar technologiesStrong understanding of Active Directory, Microsoft Entra ID, Windows...SuggestedWork experience placement$145.54k - $181.93k
...effortlessly. Brex’s AI-native automation and world-class service... ...into power users. We lead the onboarding experience for companies adopting... ...for life’. As strategic advisors, we build trust, drive... ...strategies to ramp up spending activity, and providing global change...Work at officeRemote workWork from homeShift work$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$60k - $75k
...t just surface insights, it executes decisions for you, with automations that make the rest of your stack smarter. The result: more... ...so is our social presence. We’re looking for a Social Media Specialist to help us scale our social media program. This role sits...Triple Whale
New York, NY1 day ago- ...developing them to be the next generation of leadership. In the Specialist - Commercial Ops role, you will have an opportunity to join a growing team... ...performance and maintain hedge-trading book Customer onboarding through internal systems and order management Supply...Contract workSecond jobWork at officeLocal area
- ...year after year. Senior Tech Specialist, Applications & Platforms... ...CI lifecycle management from onboarding through retirement. IT Asset... ...asset accuracy through automation and integrations. Ensure software... ...and asset reconciliation activities. ServiceNowPlatform Leadership...
- 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...
$74k - $111k
Specialist Provider Onboarding The Provider Onboarding Specialist plays a pivotal role in enhancing the provider new-hire experience by managing... ...enrollment, and onboarding. Coordinates provider off-boarding activities including notifications and system deactivations to align...Work experience placementWork at office$145k
...for an experienced PolyPath Market Risk Specialist with strong technical and business... ...support pricing, valuation, and market risk activities within a large banking or capital... ...Improve platform stability through automation, monitoring, alerting, and issue resolution...Hourly payFull timeContract workWork experience placementShift workSantander Holdings USA Inc
New York, NY53 minutes ago$33 per hour
...Job Description: Responsibilities: Specialist Responsibilities include a focus on the specialist area (public speaking, visual... ...Minimum Qualifications: ~ Candidates must hold or be actively pursuing a master's degree or higher in Composition Studies, Communication...Hourly pay16 hoursPart timeWork at officeLocal areaImmediate startWeekend workAfternoon shiftFashion Institute of Technology
New York, NY4 days ago$60.8k - $84k
...operational success of the paid social campaign activations, specifically dedicated to planning and... ...contact, working as the Most Trusted Advisor to support all client business needs... ...or assistance with the application or onboarding process specifically, please contact...Temporary workFreelanceFlexible hours$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$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- ...and supporting core People Operations processes across the employee lifecycle, from onboarding to offboarding, HR systems, and data management. You will partner with teams to automate workflows and maintain data integrity. The position requires 3+ years in HR/People Operations...
$101.25k - $126.56k
...control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual... ...launch.Act as the primary technical advisor for your customers, applying your... ...for our Product and Engineering partners.Actively contribute to the Integration team's collective...Work at officeImmediate startRemote workWork from home$135k - $165k
...together advances in cloud infrastructure, automation and analytics, and software delivery, we... ...projects, and serving as a trusted advisor to clients and internal teams. The ideal... ...technical discovery, and solution planning activities. ExpectationsTake ownership of assigned...Full timeWork at office- ...Oversee fund administrator investor relations activities, including review and validation of investor statements for accuracy and completeness Process and reconcile investor transactions, including subscriptions and redemptions, ensuring proper documentation and timely...
Russell Tobin
New York, NY5 days ago - 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...
- ...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
- Lenox Advisors, a subsidiary of NFP, seeks an Asset Management Associate (AMA) to support the Lenox Asset Management department. You will... ...Relationship Managers, Asset Managers, vendors and clients to onboard new accounts and manage daily transactions across portfolios...
- ...Services firm in New York, is looking for anInvestor Relations Specialist to join its team. Responsibilities Respond to RFPs, RFIs, DDQs... ...marketing materials as needed throughout the diligence and onboarding process. Update, maintain, and manage the firm’s diligence materials...
Northbound Executive Search
New York, NY4 days ago $52.5k - $92.5k
## Associate, Campaign Activation SpecialistApplyremote type: Hybridlocations: New York, NYtime type: Full timeposted on: Posted Todayjob... ...Consulting is seeking an Associate II, Campaign Activation Specialist to support our global Paid Media team. This role will report to...Full timeVisa sponsorshipWork visa$150k - $200k
...(HRT) is seeking a PostTrade Strategy Specialist to join our PostTrade team in New York... ...instruments who loves utilizing technology and automation tools to own and execute a wide scope... ...controlsDesign and develop scalable onboarding processes to reduce go-to-market time...Work at officeLocal areaImmediate start$210.2k - $284.3k
...business challenges. From home automation and mobile apps to financial... ...businesses.As an AI/ML Specialist Solutions Architect (SA), you... ...maintain technical trusted advisor relationships with influential... ...support for the interview or onboarding process, please visit for...Local areaFlexible hours- ...trust with customers in a branch setting. You will educate customers on digital banking tools, support account activity, and refer complex needs to specialists while upholding bank policies and security standards. #J-18808-Ljbffr Benefit Plans Administrative Services,...
$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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor Activation Ops Specialist - Onboarding & Automation. Be the first to apply!
Related searches
- equitable advisors New York, NY
- innovation advisor New York, NY
- operations advisor New York, NY
- charitable advisors New York, NY
- solution advisor New York, NY
- comfort advisor New York, NY
- work from home apple advisor New York, NY
- physician advisor New York, NY
- senior advisor New York, NY
- work from home advisor New York, NY