Financial Wellness Operations Lead
OneDigital
OneDigital is seeking an Operations Specialist to own the daily operations of the Financial Wellness program. The role is client-facing, ensures customer satisfaction, and leads implementation with advisors and plan sponsors. You will coordinate marketing materials, training, and project scope with multiple teams. The role requires an undergraduate degree in finance-related fields or equivalent experience, plus two years in financial services and FINRA Series 65 licensing. #J-18808-Ljbffr OneDigital
- OneDigital in Houston, TX is seeking an Operations Specialist to own the day-to-day operations of the Financial Wellness program and related tools. You will collaborate with... ...materials, and drive customer satisfaction. You will lead the ROBO platform setup for new advisors,...Financial
$64k - $86k
...and Vendors (considering cost, lead times, reliability) Manage... ...evolve processes to improve operational performance. Ensure the overall... ...term disability coverage, and wellness resources to support your... ...% to help you build a secure financial future. To support a healthy...FinancialTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours- ...a dedicated professional to direct its operations and ensure service agreements are met at... ...-related and supervisory experience, as well as a high school diploma or GED. This role... ..., along with managing staffing and financial responsibilities. Benefits include paid...Financial
- ...Assistant Manager in Houston, TX. The ideal candidate will oversee daily operations, ensure exceptional customer service, and manage team development. Responsibilities include maintaining financial controls, scheduling staff, and ensuring health standards are met. A...FinancialDaily paid
$23 - $25 per hour
...Branch Operations Lead Being the next generation Branch Operations Lead at East West Bank means you are part of a world-class team that... ...will play a key role in: Assisting customers with their financial needs such as cash withdrawals, deposits, transfers, and loan...Financial- ...'s success. As a Business Development Manager within PNC's Financial Wellness Solutions, you will be primarily based in Houston, TX. PNC... ...different types of risk, such as regulatory, reputational, operational and credit risks. Focuses on client opportunities by providing...FinancialTemporary workWork experience placement
- PNC Financial Services Group, Inc. is hiring a Business Development Manager based in Houston, TX. This role focuses on developing financial wellness programs and building client relationships while delivering solutions to meet client needs. The ideal candidate will have...Financial
- PNC Financial Services Group, Inc. in Houston, TX is seeking an Account Manager for their Financial Wellness Solutions team. The role involves collaborating with clients to implement financial wellness programs and providing innovative solutions tailored to their needs...Financial
- First Investors Financial Services, Inc. seeks a Team Manager to streamline and supervise title functions in Houston, TX. Candidates must... ...communication skills. The role entails overseeing daily operations and ensuring compliance with relevant laws. A Bachelor's degree...Financial
$75k - $105k
A financial services firm in Houston is seeking a Senior Client Operations Associate to lead key client service workflows and support operational execution. This role requires a Bachelor's degree and at least three years of experience in the financial services industry...Financial- ...s success. As a Business Development Manager, within PNC’s Financial Wellness Solutions, you will be primarily based in Houston, TX. PNC... ...different types of risk, such as regulatory, reputational, operational and credit risks. Focuses on client opportunities by providing...FinancialFull timeTemporary workWork experience placement
- ...an opportunity to contribute to the company’s success. As a Financial Wellness Consultant within PNC’s Organizational Financial Wellness,... ...different types of risk, such as regulatory, reputational, operational and credit risks. Focuses on client opportunities by providing...FinancialFull timeTemporary workPart timeWork experience placementWork at office
$23 - $25 per hour
...Branch Operations Lead Being the next generation Branch Operations Lead at East West Bank means you are part of a world-class team that... ...you will play a key role in: Assisting customers with their financial needs such as cash withdrawals, deposits, transfers, and loan...Financial- ...Houston is looking for a Program Manager to oversee the daily operations of a small or medium-sized department. The role involves planning... ...will hold a relevant 4-year degree and possess skills in financial reporting and vendor management. Experience is not required but...Financial
- Willis Johnson Wealth is seeking a Senior Client Operations Associate to lead client service operations and support junior team members. This role... ...’s degree and at least three years of experience in financial services, showing strong organizational and problem-solving...Financial
$85k - $95k
...Houston, Texas, is seeking a Senior Manager of Operations for their Final Mile team. In this... ...salary range of $85,000 to $95,000 USD, as well as comprehensive benefits including health insurance, paid leave, and access to financial wellness programs. Join us to fuel your...Financial- A financial services corporation is hiring a Financial Wellness Consultant in Houston, TX. In this role, you will manage client relationships, providing tailored financial solutions that enhance organizational wellness programs. The ideal candidate has strong skills in...Financial
- ...in Houston, Texas is seeking a Treasury Operations Manager to manage banking and cash management activities. The role involves leading the transition to a new banking relationship... ...and Accounts Payable to enhance financial controls. The ideal candidate will have over...Financial
- ...School of Science and Technology in Houston, Texas is seeking an Operations Manager to assist the School Principal with ensuring that all... ...operations, maintaining school facilities, and managing financial transactions. Ideal candidates should possess a Bachelor's degree...Financial
$65k - $75k
...Houston to ensure exceptional client experiences and operational excellence. This role involves leading a diverse team, managing budgets, and adhering to... ..., enhance customer satisfaction, and strengthen the financial performance of the location. The salary ranges from...Financial- ...experience. This role includes responsibilities in personnel management, performance coaching, and operational oversight, ensuring efficient branch operations and supporting Financial Advisors. Strong organizational and interpersonal skills are essential for this position....Financial
$23 - $25 per hour
A leading financial institution in Houston is seeking a Branch Operations Lead to deliver exceptional customer service and support the branch team. This role involves assisting customers with various banking needs, supervising junior staff, and ensuring operational excellence...FinancialHourly payBank staff- Wellby Financial in Houston, Texas is looking for an Assistant Branch Manager to support the management of branch operations and lead the team in providing exceptional customer service. The candidate will work closely with the Branch Manager to ensure all financial goals...FinancialFull time
- The Morgan Group in Houston is seeking a Community Manager to oversee day-to-day operations and ensure excellent resident relations. This role requires strong leadership skills, financial management, and creative marketing strategies to attract and retain residents. As...Financial
- East West Bank is seeking a Branch Operations Lead in Houston, Texas. In this role, you will be responsible for delivering high-quality customer... ...branch operations. You will assist customers with their financial needs and support the Assistant Branch Manager in achieving...Financial
- Fairfield Residential in Houston is seeking a Community Manager to lead a team for a property with over 300 units. The role involves driving financial performance, ensuring operational excellence, and enhancing resident satisfaction. The ideal candidate has a strong background...Financial
- ...Union in Houston is looking for an Assistant Branch Manager to support the branch’s operational goals and provide exceptional customer service. This role requires leadership, financial knowledge, and strong interpersonal skills. The Assistant Branch Manager will work closely...FinancialBank staff
- ...LLC in Houston, TX is seeking an Asset Operations & Management professional. The role involves... ...operations. Responsibilities include financial analysis, risk assessments, and supporting... ...including medical, dental, and employee wellness programs. #J-18808-Ljbffr Castleton...Financial
$30k - $50k
A leading energy technology company is seeking a Senior AR Coordinator to ensure accurate customer collections and cash applications.... ...remittances, reconciliation of bank statements, and analysis of financial records. The ideal candidate will have experience with Oracle AR...FinancialFull time$23 - $25 per hour
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...to reach further. Overview Being the next generation Branch Operations Lead at East West Bank means you are part of a world‑class team...Financial
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