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Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 (S65) would be considered.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) The Wealth Advisor II works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Work alongside Sales Operations to administer key go-to-market business systems, including Salesforce, Outreach, Qualified, Zendesk, Hubspot, Looker, Gong.io. The Ramp team comprises talented leaders from leading financial services and fintech companies-Stripe, Affirm, Goldman Sachs, American Express, Mastercard, Visa, Capital One-as well as technology companies such as Meta, Uber, Netflix, Twitter, Dropbox, and Instacart.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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You are an experienced, hands-on Salesforce Consultant with expert business analyst skills who specializes in the Revenue Cloud and loves to work collaboratively with clients to design and implement CPQ (Steelbrick) solutions.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Prior experience as a Business Analyst/Consultant or similar role on 2+ CPQ projects that were at least 6 months in duration. Preferred Salesforce certifications: Billing Specialist Superbadge, Advanced Billing Specialist Superbadge, Sales Cloud Consultant, Service Cloud Consultant, Experience Cloud Consultant.
ExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Business Data Analyst. Our patented technology is based on over 11 years of research at the California Institute of Technology and NASA Jet Propulsion Laboratory. Exemplary analytical problem-solving skills and knowledge of business intelligence tools (I.e., Domo, Looker, Tableau.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Business Ops - CSU. · Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus. · Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred.
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Our fast-growing team seeks a skilled, motivated, and reliable Business Data Analyst to help grow our company. Reporting to the CFO, you will own the entire business intelligence function: you will be the expert on company data and use that knowledge to answer questions, provide insight, and improve the business.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter.
$100,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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2-year or 4-year degree, Business Administration and/or Engineering/Technology-Based degree preferred. Work with world leading automation and technology suppliers such as FANUC America, Rockwell Automation, Stratasys, and many more.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The Financial Technologist / Azure DevOps Business Analyst opportunity candidate will have a well-balanced understanding of technology concepts and administration with an emphasis on business side knowledge in the financial sector and a desire to learn and administer new technologies to create reporting and Business Intelligence solutions in a diverse and evolving environment.
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As an ICT Senior Technology Consultant, you'll be a cornerstone in our projects, providing unparalleled technical guidance throughout all project phases by leveraging your extensive industry knowledge.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Salesforce certifications such as Certified Salesforce Business Analyst, Certified Salesforce Administrator, Certified Salesforce Sales Cloud Consultant and/or Certified Salesforce CPQ Specialist are a plus.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Financial and Sales Analyst is a pivotal role responsible for in-depth financial analysis, sales performance evaluation, and leveraging QuickBooks, Salesforce, and Amazon Seller Central to provide comprehensive insights.
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The Consumer Bank Marketing Technology group is seeking a results-oriented team player with experience in using Salesforce Marketing Cloud (SFMC) or similar marketing automation tools to join Capital One as a Sr. Associate.
Full-timeExpandApply NowActive JobUpdated 21 days ago
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