At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and
WHAT WE DO Nitrogen equips financial advisors with a suite of AI-powered products that showcase the value of their advice so they can attract clients and keep them fearless. Since launching Riskalyze in 2011, weve been
WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess
About the Role As an Enterprise Account Manager at Jump, youll be the primary relationship holder for a focused book of large financial institutions - responsible for adoption, retention, expansion, and C-suite engagement. You will manage
Jump Advisor AI - Account Manager, Mid-Market About the Role As an Account Manager on Jumps Mid-Market team, youll be the primary relationship holder for a focused book of RIAs and independent advisory firms - responsible
Jump Advisor AI - Velocity Account Manager About the Role The Velocity Account Manager owns a high-volume book of SMB RIA accounts and is fully accountable for GRR, NRR, and expansion across that book. This is
Jump Advisor AI Manager, Velocity Account Management About the Role The Manager of Velocity Account Management owns team performance, operational scalability, and execution quality across Jumps SMB customer segment. This role sits at the intersection of
WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of
WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of
WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of
WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of
Elevate financial advisory practices as a WealthTech Consulting Director with Envestnet. Based in the Greater Montreal Area, this remote role strengthens platform usage and drives sales. This position within the Canadian Advisor Sales & Practice Solutions team
WealthKernel is seeking a full-time Compliance Manager with experience in wealth management and compliance oversight. Dé el siguiente paso en su carrera profesional ahora: desplácese hacia abajo para leer la descripción completa del puesto y envíe
A leading technology company focused on wealth management is seeking a B2B Product Marketing Specialist. This role involves developing product positioning, crafting sales enablement materials, and producing impactful content such as webinars and whitepapers. The ideal