NewSenior Product Marketing Manager - Surgent UWorld, LLCSenior Product Marketing Manager - SurgentIrving, TXAs we continue expanding our presence in accounting and finance continuing education, we are looking for a strategic and results-oriented Senior Product Marketing Manager – Surgent to help drive the growth and adoption of our products across b2c and b2b audiences, including but not limited to candidates, professionals, colleges, universities, accounting firms, societies and alliances. You will be responsible for developing differentiated market positioning, creating sales and marketing enablement resources, supporting product launches, conducting competitive research, and identifying opportunities to accelerate customer acquisition, adoption, and retention.
NewSr. Director, Global Revenue Marketing IVXS UK LtdSr. Director, Global Revenue MarketingDallas, TX$210,000–$250,000 / yearThis is an opportunity to build a truly integrated global revenue marketing organization-connecting demand generation, ABM, digital, web, lifecycle, partner marketing and growth strategy into one high-performing team with a single commercial mission. Deep expertise across demand generation, ABM, digital marketing, web strategy, SEO, AEO, lifecycle marketing, partner marketing and integrated campaign planning.
Marketing Quality Assurance Senior Analyst Bread FinancialMarketing Quality Assurance Senior AnalystFrisco, TX$63,200–$101,100 / yearOur payment solutions deliver growth for some of the most recognized brands in travel & entertainment, health & beauty, technology, electronics, jewelry, home and specialty apparel through our co-brand and private label credit cards and pay-over-time products providing choice and value to our shared customers. Bread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability) to eligible associates (regular full-time associates scheduled to work 30 hours per week or more) and their spouses/domestic partners, and child(ren) under the age of 26.
NewSenior Product Marketing Manager - Surgent UWorldSenior Product Marketing Manager - SurgentIrving, TXAs we continue expanding our presence in accounting and finance continuing education, we are looking for a strategic and results-oriented Senior Product Marketing Manager- Surgent to help drive the growth and adoption of our products across b2c and b2b audiences, including but not limited to candidates, professionals, colleges, universities, accounting firms, societies and alliances. You will be responsible for developing differentiated market positioning, creating sales and marketing enablement resources, supporting product launches, conducting competitive research, and identifying opportunities to accelerate customer acquisition, adoption, and retention.
Marketing/Lead Generator Closet FactoryMarketing/Lead GeneratorGrapevine, TexasCreate Momentum – Work in energetic retail environments, driving excitement and setting the pace for customer engagement. Be the Face of Closet Factory – Greet shoppers with a smile and introduce them to our beautifully designed storage solutions.
Marketing Manager AIIR Holdings Inc.Marketing ManagerAddison, TX$65,000–$75,000 / yearYou will support the development and implementation of the annual marketing program including the development and production of sales tools, the management and execution of rolling new product launch campaigns, content development, and brand channel management, orchestrating communications to help create exceptional brand experiences for customers, and more. Some responsibilities will include cross functional interaction with the sales directors and team, the product director and team, and engineering directly, as well as driving media partnerships, creative agency projects and overall internal digital organization and resource distribution management.
NewSenior Product Marketing Manager - Surgent UWorld LLCSenior Product Marketing Manager - SurgentIrving, TXAs we continue expanding our presence in accounting and finance continuing education, we are looking for a strategic and results-oriented Senior Product Marketing Manager - Surgent to help drive the growth and adoption of our products across b2c and b2b audiences, including but not limited to candidates, professionals, colleges, universities, accounting firms, societies and alliances. You will be responsible for developing differentiated market positioning, creating sales and marketing enablement resources, supporting product launches, conducting competitive research, and identifying opportunities to accelerate customer acquisition, adoption, and retention.
NewBlock Advisors Accounting Specialist H&R Block IncBlock Advisors Accounting SpecialistCupertino, CA$19.28–$28.89 / hourProvide bookkeeping and payroll services to Block Advisors small business clients including accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
NewRegistered Financial Advisor - San Francisco Human AgencyRegistered Financial Advisor - San FranciscoSan Francisco, CARemoteYou work closely with investment leadership to refine the thesis, translate macro trends into client-facing insights, and ensure the advice you give is grounded in the fund's strategy and performance. 5+ years of experience in financial advisory, wealth management, or a related field where you've advised individuals or families on portfolio construction, risk management, and financial strategy.
Citi Wealth - Lending Advisor - Vice President Citigroup Inc.Citi Wealth - Lending Advisor - Vice PresidentSan Francisco, CA$157,040–$235,560 / yearOur Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients' liquidity objectives and drive regional growth. The Vice President, Lending Advisor serves as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments.
Citi Wealth - Lending Advisor, West Coast Lead Citigroup Inc.Citi Wealth - Lending Advisor, West Coast LeadSan Francisco, CA$250,000–$500,000 / yearExperience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.
Personal Financial Advisor Sales MatchPersonal Financial AdvisorSan Jose, CaliforniaRemoteIf you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals.
Financial Solutions Advisor Registration Candidate- East Bay Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- San Jose Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- San Jose MarketSan Jose, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose) Mercer AdvisorsWealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose)San Francisco, CaliforniaOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Financial Solutions Advisor Registration Candidate- Silicon Valley Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketMountain View, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Diablo Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Diablo MarketPleasant Hill, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Associate, Wealth Advisor Cresset CapitalAssociate, Wealth AdvisorSan Francisco, CABuild a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
Financial Solutions Advisor Registration Candidate- San Francisco Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- San Francisco MarketSan Francisco, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Fairfield/Concord Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Fairfield/Concord MarketVallejo, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.