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
$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$53k - $70k
...they deserve, we'd love to meet you. About the Role Our Specialist, Onboarding Compliance will be directly responsible for HR compliance... ...apply today. Responsibilities Manages personnel file activity from "cradle to grave" including assembling, maintaining, and...SuggestedFull timeFor contractorsWork at officeLocal areaRemote work- Pubity Group is seeking an Activation Executive to activate branded campaigns across its portfolio of social-first brands in New York. The role involves collaborating closely with Client Services, Editorial, and Creative teams to deliver culturally relevant content. Successful...Suggested
- ...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
$150k - $210k
...experience for our viewers. As a Sr. Ads Ops Demand Management Specialist, you will be a key contributor in... ...and vendors to ensure campaigns are activated accurately, deliver on objectives,... ...adoption and rollout of new tools, automation, and best practices, providing...SuggestedHourly payFull timeLocal areaImmediate startFlexible hours- 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...
- Sr. Specialist, CRM Onboarding & Engagement We are seeking a Sr. Specialist, CRM Onboarding & Engagement to support the strategy and optimization... ...-impact onboarding and engagement experiences that drive activation, product adoption, and long-term retention. You will...Work from homeHome officeRelocation packageFlexible hours
$97.5k - $130k
As a GTM Enablement Senior Specialist, Onboarding you will be responsible for running the global... .... From finding flights and hotels to automating expense reconciliation, with 24/7 support... ...in any recruitment or onboarding activities. All available job openings at Navan...Work at officeLocal areaFlexible hours- Role Overview We are seeking a Sr. Specialist, CRM Onboarding & Engagement to support the strategy and optimization of early‑lifecycle and engagement... ...‑impact onboarding and engagement experiences that drive activation, product adoption, and long‑term retention. You will...Flexible hours
$200k - $300k
...gaining exposure to the fast-paced world of automated trading alongside exceptionally talented... ...risk without disrupting trading activity Understand and advise senior management... ...commodities strategies; investigate and onboard new strategies, assess their risk profile...Work at officeLocal areaImmediate start$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 thoughtfully... ...with a strong focus on creating automations and streamlining workflows...Work at officeLocal areaImmediate start$70k - $90k
...seasoned professionals to first-time advisors, can build something both... ...About The Role The Operations Specialist, Advisor Activation role is at the heart of onboarding Fora's newest advisors,... ...code and AI tools to design and automate operational workflows: communication...Full timePart timeInternshipWork at office- Hagerty Insurance Agency is seeking a Car Specialist to assist clients in the buying and selling of collector cars through auctions... .... You will develop client relationships, act as a trusted advisor, and actively drive revenue. The role is remote and requires frequent...Remote job
$104.5k - $145k
...is seeking a Senior Associate in Finance & Business Management in New York, NY. You will support major initiatives in the Client Onboarding & Documentation team, providing thought leadership and delivering data-driven insights to empower senior management. This role requires...- 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
$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 shift- ...Maintain program procedures, training materials, and participant onboarding guidance. Lead live trainings on social media best practices,... ...value and progress. Document audit‑ready records of program activities, approvals, compliance, and legal review logs. Cultivate strong...Work at office
$75k
Title : Investor Relations Specialist (Remote - U.S.-based) Company : XSITE Capital Investment, LLC Employment Type : Full-Time Hours :... ...salary) Quarterly Bonus Cap : $7,500 Bonus Structure : Tiered, activity-based to reward investor engagement, education, and strategic...Full timeRemote workWeekend workAfternoon shift- 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...
$57.25k - $90.84k
Job Title: Career and Experiential Learning Advisor (Student Career Program Specialist) Job ID: 31927 Location: LaGuardia Community College Full/Part Time... ..., job search strategies, and skill-building activities that prepare them for transfer and success after graduation...Full timeTemporary workPart timeInternshipWork at officeWeekend workAfternoon shift- 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,...
- ...Compliance to build and scale an operational compliance function for its product. You will manage AML/CTF processes, drive compliance automation, and work closely with product and engineering teams. Candidates should have a strong background in crypto and regulatory...Remote job
$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...- 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...
$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... ...our Product and Engineering partners. Actively contribute to the Integration team’s collective...Work at officeImmediate startRemote workWork from home$50k - $62k
...Job Description Job Description About the Role The Ops Associate at Our Client in Fort Lee, NJ serves as the primary point... ...Holidays (11 days) ~ Talent Sharing Opportunities ~ Employee Club Activities (movie, e-sports, book, sports activity club, etc.)...Full timeTemporary workShift work- ...York is seeking a driven Associate to join the Investor Relations and Capital Formation Team. This role involves managing investor onboarding, maintaining CRM systems, and supporting capital formation efforts. The ideal candidate will have 1-3 years of relevant...Work at office
- ...Job Description Job Description JOB TITLE: Ops Associate REPORTS TO: Regional Manager, Sr. Regional Manager Job Type... ...and enhances operational capabilities through remediation activities. JOB DUTIES (Include, but are not limited to the following...Full timeShift work
- ...applications with a strong emphasis on automation, performance, and quality. Our team works... ...skilled professionals for Oracle EPM specialist to join our growing team. Role: Oracle... ...systems. Execute and monitor close activities such as consolidations, currency...Contract workCurrently hiringLocal area
- Open Call: Social Media Editors, Influencer Managers, Operations & Assistants Walkup Studio Talent Network Walkup Studio is building our community of collaborators — and we’re calling in the sharpest digital minds and organized operators to help shape what’s next. Whether...Full timeFreelance
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