Senior Financial Planner, Advisor Platform Lead
Stake Australia
Stake Australia seeks a Senior Financial Planner to join its financial planning team, preferably in New York City. This role entails producing comprehensive financial plans on behalf of independent advisors across retirement, tax, and estate considerations. The ideal candidate will have 3–5 years of experience, be CFP certified, and possess strong knowledge of financial planning software. The position offers a competitive base salary between $80,000 and $110,000, including performance bonuses and comprehensive benefits. #J-18808-Ljbffr
- ...YourStake is looking for a Senior Financial Planner in New York to support financial advisors by producing high-quality planning output. This role requires generating comprehensive financial plans, running analyses across various areas, and mentoring junior planners....PlatformSeniorRemote work
$225k - $275k
...Apella, we do meaningful financial planning with people... .... The Role This is a senior, experienced advisory... ...Apella Senior Wealth Advisor, you’ll serve as the senior... ...will be charged with leading client relationships... ...to multiple technology platforms and rapid change. What...PlatformSeniorTemporary workWork at officeFlexible hours- ...A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications...PlatformSenior
$266k - $372.4k
...A leading social media platform is seeking a Senior Engineering Manager for the Unified Embeddings Platform to lead the team in architecting and implementing foundational ML embeddings. The ideal candidate will have significant experience in people management and software...PlatformSenior- ...Tekion Corporation is seeking a Senior Certification Program Manager responsible for designing certification programs and implementing supporting platforms. The role requires building new certification tracks for a large population of partners and dealers. The ideal candidate...PlatformSenior
- ...A leading software solutions company is looking for a Senior Salesforce Integration Consultant to manage integrations with their AI Recruiter platform. This remote position requires 5-10 years of experience in Salesforce integrations, strong skills with APIs and SFTP,...PlatformSeniorRemote work
- ...payroll operations in a multi-location environment. You will ensure employees are paid accurately and manage high-volume payroll with platforms like Paychex and Prism. The ideal candidate has over 2 years of payroll processing experience and strong HRIS skills. Attention to...PlatformSenior
- ...Selby Jennings is seeking a Senior Claims Specialist to manage a caseload of New York Labor Law claims. This role focuses on handling... ...Labor Law, and excellent negotiation skills. Join a respected TPA platform with a chance to make a direct impact on client outcomes. #J-18...PlatformSenior
- ...ideal candidate will have 4+ years of experience in enterprise planning, strong analytical skills, and hands-on experience with the Pigment platform. Responsibilities include gathering requirements, designing planning models, and leading client workshops. #J-18808-Ljbffr...PlatformSenior
- ...Amazon.com Services LLC seeks a Sr. Manager, Hardware Development to lead the full hardware development of a next-generation robotic platform. Responsibilities include guiding a multi-disciplinary engineering team, managing hardware from architecture to production, and...PlatformSenior
- ...Capital Partners (USA) Inc. is seeking a Team Lead for Private Markets Fund Operations in... ..., focusing on driving change across the platform. The ideal candidate will lead a small... ...initiatives while ensuring high-quality financial reporting. The position requires a minimum...PlatformSenior
$800 per day
...YunoJuno is seeking a Community Manager to enhance client community engagement across platforms like YouTube, TikTok, X, and Instagram/Threads. The role requires 5-8 years of experience in community engagement, preferably with large brands, and a deep understanding of...PlatformSeniorHourly pay- ...Morgan Stanley is seeking a Senior Engineer to build autonomous AI systems. The role requires strong experience in machine learning and collaborative skills across teams in India and the US. With responsibility for deploying AI agents at scale, candidates should have...PlatformSenior
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and...PlatformSenior
- ...TwinThread is looking for a Senior Lead Architect to drive Customer Identity and Access Management (CIAM) solutions. In this role, you... ...design and enablement of secure digital experiences across various platforms. You will architect and optimize CIAM platforms, ensuring...PlatformSenior
- ...CDW is seeking a Senior Marketing Tech Enablement Manager to lead the technical architecture of our marketing technology ecosystem. This role is essential... ...in ensuring reliable and scalable system design for platforms like Marketo and Salesforce. The successful...PlatformSenior
- ...Runway is seeking a Senior IC in New York to manage relationships with top API partners, ensuring their success with our platform. You will need to leverage technical expertise and strategic thinking to assist partners in adopting our tools for innovative content creation...PlatformSenior
- ...Black & White Zebra seeks a Social Media Growth Lead to drive audience engagement and conversion across social platforms. The role involves creating content tailored for senior decision-makers, launching campaigns, and optimizing strategies to convert social attention...PlatformSenior
$200k - $275k
...A leading AI platform for finance is seeking a Strategic Accounts leader in New York. This senior role involves managing key client relationships across investment banks and financial institutions, leveraging AI solutions to enhance decision-making. Candidates should have...PlatformSenior- ...A leading AI-powered platform provider in New York seeks a Solutions Engineering leader to drive optimal win rates, enhance team performance, and ensure technical execution aligns with revenue goals. Candidates must have strong B2B SaaS experience, success in coaching...PlatformSeniorRemote work
- ...CI is on the lookout for a Senior Identity and Security Operations Engineer to join their team in the United States. The role requires... ...teams to design, implement, and manage security and identity platforms, essential for achieving ‘Zero Trust’. Your duties will include...PlatformSenior
- ...Concept Plus is seeking a Platform / DevSecOps Lead to deliver senior technical leadership for Air Force IT systems. This role requires managing platform architecture and DevSecOps strategies, focusing on secure, automated, and scalable system delivery. Ideal candidates...PlatformSenior
$130k - $145k
...H1 is seeking a Senior Technical Implementation Manager to lead enterprise software implementations for healthcare clients. You will manage client relationships... ...has over 5 years of experience with Salesforce platforms and enterprise SaaS. The role offers a salary range of...PlatformSeniorRemote workFlexible hours- ...have substantial experience in data science and MLOps, including expertise in Python and cloud platforms. This role offers significant opportunities for career development in a dynamic environment, expecting to lead and innovate in analytics practices. #J-18808-Ljbffr...PlatformSenior
$55 - $65 per hour
...Why Facet? The Future of Financial Planning Facet was founded in 2016 on the belief that... ...support teams and proprietary technology platform. This model allows Facet to integrate advice... ...ecosystem (Trading & Operations, Planner Support, and Member Experience) to take...PlatformSeniorPart timeLocal areaRemote work$116k - $126k
...Lalaith Astor Technical Consulting House is seeking a Lead Systems Administrator to provide operational support and configuration management for Azure and Power Platform environments in the U.S. This position involves maintaining system reliability, implementing automation...PlatformSenior- ...Iterable is seeking a Senior Implementation Project Manager based in New York, NY. This role involves leading multiple enterprise projects to implement the Iterable platform for various customers, engaging with various stakeholders, and ensuring successful completion of...PlatformSeniorFlexible hours
- ...Jones Lang LaSalle Incorporated is seeking a Project Management Principal to lead complex ITAM, HAM, and CMDB initiatives using the ServiceNow platform. This role requires extensive program management experience and strong leadership skills to guide global teams across...PlatformSenior
- ...ForceBrands in New York is seeking an experienced social media marketer to own the social strategy and oversee content across platforms like TikTok and Instagram. You will manage and mentor a team to enhance audience engagement and growth. The ideal candidate has 4–7+...PlatformSeniorWork at office
$200k - $250k
...Cravath, Swaine & Moore LLP is seeking a Senior Manager, Enterprise Content Management to lead the strategy and delivery of the firm's enterprise content and... ..., and improving usability and compliance across platforms. Candidates should have at least 10 years of experience...PlatformSeniorWork at office
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