I'm looking for a job. I exported this list from FewerJobs.com - a curated job board.

Please:
1. Rank these jobs by fit for me, given my resume / skills.
2. Highlight the top 5 with a one-sentence rationale each.
3. Flag any concerns, including benefit values without source-backed evidence.
4. Suggest one or two filter changes I could make on FewerJobs to find more good matches.

Filters I applied:
- q: Spark Advisors
- quality_floor: default
- match_401k_strict: true
- parental_strict: true
- non_birth_strict: true
- pto_strict: true
- include_older: false
- apply_url_verified: false
- page: 6
- per_page: 100
- sort: relevance

Jobs (100 total):

---
TITLE: Benefits Technologies Advisor
EMPLOYER: Paylocity
LOCATION: Remote, US (remote)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://2000recruiting.paylocity.com/recruiting/jobs/Apply/45363/Paylocity/Benefits-Technologies-Advisor
EXCERPT: Benefits Technologies Advisor Remote, US Benefits Technologies Advisor
---
TITLE: Advisor / Senior Advisor, Analytical Chemistry - Antibody-Drug Conjugates
EMPLOYER: Eli Lilly and Company
LOCATION: US, Indianapolis IN (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lilly.wd5.myworkdayjobs.com/LLY/job/US-Indianapolis-IN/Advisor-Senior-Advisor--Analytical-Chemistry--Antibody-Drug-Conjugates_R-96364-1
EXCERPT: Advisor / Senior Advisor, Analytical Chemistry - Antibody-Drug Conjugates US, Indianapolis IN posted: Posted 15 Days Ago
---
TITLE: We’re Planning Ahead – Join the Talent Pipeline | Sage Home Loans
EMPLOYER: Red Ventures
LOCATION: Charlotte, NC (hybrid)
SALARY: Not disclosed
POSTED: 2025-08-07
K401_MATCH: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://www.redventures.com/careers/positions/open?gh_jid=7144817
EXCERPT: We’re Planning Ahead – Join the Talent Pipeline | Sage Home Loans Charlotte, NC Join Sage Home Loans Our positions typically require a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week. At Sage, we're on a mission to revolutionize the mortgage industry by making it simple. As a purpose-driven organization, we're fueled by our commitment to our people, clients, and community. We're not just another mortgage company-we think like owners, put clients first, and aim to leave the woodpile higher every day. Who We're Looking For We're building a pipeline of bold, driven talent ready to grow fast, think big, and make an impact. If you love solving meaningful problems, thrive in a values-based culture, and want to own outcomes that matter-this is your kind of place. Our values in action - Get Better Every Day - You're coachable, growth-minded, and embrace discomfort as a path to progress. - Be Great to Work With - You're reliable, collaborative, and bring positive energy to every (virtual or real) room. - Think Like an Owner - You take initiative, own results, and push for continuous improvement. - Every Second Counts - You move with urgency, prioritize what matters, and respect others' time. - Be the Change - You believe inclusion starts with you-and lead with accountability and empathy. - Leave the Woodpile Higher - You create lasting impact for your team, clients, and community. -
---
TITLE: Advisor/ Sr. Advisor - Preclinical Discovery, Women's Health - Preeclampsia
EMPLOYER: Eli Lilly and Company
LOCATION: US, Boston MA (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lilly.wd5.myworkdayjobs.com/LLY/job/US-Boston-MA/Sr-Advisor---Preclinical-Discovery--Women-s-Health---Preeclampsia_R-104262-1
EXCERPT: Advisor/ Sr. Advisor - Preclinical Discovery, Women's Health - Preeclampsia US, Boston MA posted: Posted 30+ Days Ago
---
TITLE: Sr. Solutions Engineer, Enterprise
EMPLOYER: Altruist
LOCATION: Los Angeles, CA (unspecified)
SALARY: Not disclosed
POSTED: 2026-04-30
K401_MATCH: yes (not source-backed)
MATCH_401K_PCT: 4
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://altruist.com/join-altruist/5985831004?gh_jid=5985831004
EXCERPT: Sr. Solutions Engineer, Enterprise Los Angeles, CA About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. The opportunity Altruist is in the midst of an exceptional growth phase and we're excited to hire a Senior Solutions Engineer to join our growing Enterprise team. Your impact - Collaborate closely with Product Director, Enterprise and Sales Director, Enterprise to develop
---
TITLE: Senior Portfolio Advisor II, Foundations & Institutional Advisors (FIA)
EMPLOYER: Northern Trust Corporation
LOCATION: San Francisco, CA (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ntrs.wd1.myworkdayjobs.com/northerntrust/job/San-Francisco-CA/Senior-Portfolio-Advisor-II_R152105
EXCERPT: Senior Portfolio Advisor II, Foundations & Institutional Advisors (FIA) San Francisco, CA posted: Posted 30+ Days Ago
---
TITLE: Wealth Management Associate - MI, Troy (5047)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-MI-Troy (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=371773&lang=en
EXCERPT: Wealth Management Associate - MI, Troy (5047) UNITED STATES-MI-Troy
---
TITLE: Advisor Development Program - Financial Solutions Advisor Trainee - Northbrook Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Wilmette (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Wilmette/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee----Northbrook-Financial-Center_26000922
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee - Northbrook Financial Center Wilmette posted: Posted 30+ Days Ago
---
TITLE: Acceleration Center - Advisory National - Data Engineer - Senior Associate
EMPLOYER: PricewaterhouseCoopers International Limited
LOCATION: Ciudad de México, Mexico (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-22
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pwc.wd3.myworkdayjobs.com/CRM_Experienced_Careers_Site/job/Mexico-City/Acceleration-Center---Advisory-National---Data-Engineer---Senior-Associate_721550WD-1/apply
EXCERPT: Acceleration Center - Advisory National - Data Engineer - Senior Associate Ciudad de México, Mexico Join our team as a Senior Associate, Data Engineer and help design, build, and optimize scalable data solutions using PySpark, Python, SQL, and Databricks. Leverage advanced analytics, CI/CD, and ML frameworks to drive business insights and innovation. Grow your expertise in a dynamic, client-focused environment at the forefront of data engineering excellence.
---
TITLE: Senior Associate, Implementations
EMPLOYER: Vestwell
LOCATION: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ (unspecified)
SALARY: $70K-$80K
POSTED: 2026-05-15
APPLY_URL: https://job-boards.greenhouse.io/vestwell/jobs/7735876003
EXCERPT: Senior Associate, Implementations New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform. While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you! What Will You Be Doing?
---
TITLE: Merrill Advisor Development Program- Financial Advisor: Mid Land Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Peoria/Merrill-Advisor-Development-Program--Financial-Advisor--Mid-Land-Market_26010721
EXCERPT: Merrill Advisor Development Program- Financial Advisor: Mid Land Market 3 Locations posted: Posted 30+ Days Ago
---
TITLE: Wealth Advisor - America First Credit Union
EMPLOYER: LPL Financial
LOCATION: Ogden, UT (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lplfinancial.wd1.myworkdayjobs.com/BD_Partners/job/Ogden-UT/Wealth-Advisor---America-First-Credit-Union_R-046787
EXCERPT: Wealth Advisor - America First Credit Union Ogden, UT posted: Posted 30+ Days Ago
---
TITLE: Merrill Advisor Development Program- Financial Advisor: North Florida Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Saint-Augustine/Merrill-Advisor-Development-Program--Financial-Advisor--North-Florida-Market_26010726
EXCERPT: Merrill Advisor Development Program- Financial Advisor: North Florida Market 3 Locations posted: Posted 30+ Days Ago
---
TITLE: Mid-Market Account Executive - UK&I
EMPLOYER: Pigment
LOCATION: London (unspecified)
SALARY: Not disclosed
POSTED: 2025-10-20
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.lever.co/pigment/cca74c7d-5668-42fe-a120-9d55ba0281eb
EXCERPT: Mid-Market Account Executive - UK&I London Pigment is the AI-powered business planning and performance management platform built for agility and scale. We connect people, data, and processes in one intuitive, feature-rich solution, empowering every team-from Finance to HR-to build, adapt, and align strategic plans in real time. Founded in 2019, Pigment is one of the fastest-growing SaaS companies globally. Industry leaders like Unilever, Snowflake, Siemens, and DPD use Pigment daily to make more informed decisions and confidently navigate any scenario. With a team of 500+ across Paris, London, New York, San Francisco, and Toronto, we've raised nearly $400M from top-tier investors and were named a Visionary in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software. At Pigment, we take smart risks, celebrate bold ideas, and challenge the status quo-all while working as one team. If you're driven by innovation and ready to make an impact at scale, we'd love to hear from you. Pigment is the AI-powered business planning and performance management platform built for agility and scale. We connect people, data, and processes in one intuitive, feature-rich solution, empowering every team-from Finance to HR-to build, adapt, and align strategic plans in real time. Founded in 2019, Pigment is one of the fastest-growing SaaS companies globally. Industry leaders like Unilever, Snowflake, Siemens, and DPD use Pigment daily to make more informed decisions and confidently navigate any scenario. With a team of 500+ across Paris, London, New York, San Francisco, and Toronto, we've raised nearly $400M from top-tier investors and
---
TITLE: Lead Talent & Organizational Development Consultant
EMPLOYER: Alliant Energy
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
K401_MATCH: yes (not source-backed)
APPLY_URL: https://alliantenergy.wd1.myworkdayjobs.com/alliant/job/Madison-WI/Lead-Talent---Organizational-Development-Consultant_JR-9559
EXCERPT: Lead Talent & Organizational Development Consultant 2 Locations posted: Posted 8 Days Ago
---
TITLE: Merrill Advisor Development Program Financial Solutions Advisor Trainee: Harkrider FC
EMPLOYER: Bank of America Corporation
LOCATION: Conway (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Conway/Merrill-Advisor-Development-Program-Financial-Solutions-Advisor-Trainee--Harkrider-FC_26018533
EXCERPT: Merrill Advisor Development Program Financial Solutions Advisor Trainee: Harkrider FC Conway posted: Posted 15 Days Ago
---
TITLE: Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market
EMPLOYER: Bank of America Corporation
LOCATION: 5 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Fort-Lauderdale/Merrill-Advisor-Development-Program---Financial-Advisor--Florida-Tropics-Market_26011040
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market 5 Locations posted: Posted 30+ Days Ago
---
TITLE: Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134)
EMPLOYER: Equitable Holdings
LOCATION: UNITED STATES-WI-Milwaukee (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://equitable.taleo.net/careersection/eqh_1/jobdetail.ftl?job=392893&lang=en
EXCERPT: Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134) UNITED STATES-WI-Milwaukee
---
TITLE: Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX
EMPLOYER: Bank of America Corporation
LOCATION: Forney (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-05
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Forney/Merrill-Advisor-Development-Program-Financial-Solutions-Advisor-Trainee--Forney--TX_26019661-2
EXCERPT: Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX Forney posted: Posted 7 Days Ago
---
TITLE: Private Wealth Management Wealth Advisor
EMPLOYER: Regions Financial Corporation
LOCATION: Indianapolis, IN - One Indiana Square Office (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 12 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 6 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://regions.wd5.myworkdayjobs.com/Regions_Careers/job/Indianapolis-IN---One-Indiana-Square-Office/Private-Wealth-Management-Wealth-Advisor_R101507
EXCERPT: Private Wealth Management Wealth Advisor Indianapolis, IN - One Indiana Square Office posted: Posted 30+ Days Ago
---
TITLE: Advisor Services Analyst/Associate
EMPLOYER: CAIS
LOCATION: New York City (unspecified)
SALARY: $70K-$110K
POSTED: 2026-01-27
APPLY_URL: https://job-boards.greenhouse.io/cais/jobs/8377538002
EXCERPT: Advisor Services Analyst/Associate New York City CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets. We are seeking a driven, forward-thinking Advisor Services Analyst/Associate to join our growing Client Service team in New York City. This role is designed for someone who believes exceptional service is built through deep client understanding, strong operational fundamentals, and smart use of technology . You will work directly with advisors while also helping transform recurring client needs into scalable, automated workflows that reduce manual effort and improve consistency. This is not a purely reactive service role. You will be expected to think like an operator-identifying friction, designing better processes, and partnering with Product and Technology to continuously shape and evolve how exceptional service is delivered at scale. Responsibilities: Client Service & Advisory Support - Serve as a primary point of contact for financial advisors and their teams, supporting transactions across the alternative investment lifecycle, including subscriptions, transfers, capital calls, AML/KYC, redemptions, fund closings,
---
TITLE: Merrill Advisor Development Program - Financial Advisor: Chicago West Market
EMPLOYER: Bank of America Corporation
LOCATION: 7 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Oak-Brook/Merrill-Advisor-Development-Program---Financial-Advisor--Chicago-West-Market_26010760
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Chicago West Market 7 Locations posted: Posted 30+ Days Ago
---
TITLE: Customer Success Advisor
EMPLOYER: Glia
LOCATION: Mexico (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-15
APPLY_URL: https://jobs.ashbyhq.com/glia/ceb76a47-c59e-4ce0-84b2-5816dd445cfd
EXCERPT: Customer Success Advisor Mexico About Glia Glia is the leading AI customer service solution for banks and credit unions. Our platform unifies AI and human agents across every voice and digital conversation through our proprietary ChannelLess® Architecture. With AI for All™, organizations overcome the tradeoff between efficiency and experience by using AI to automate conversations and elevate service operations. Valued at over $1 billion and named a Deloitte Technology Fast 500™ company for five consecutive years, Glia powers over 700 financial institutions and maintains an industry-leading 72 NPS. We're also certified as a Great Place to Work, with 98% employee satisfaction. The Role We are seeking a highly analytical and tech-savvy professional to serve as a Customer Success Advisor within our Scaled Customer Success org. This role is central to managing a high volume of customers through data-driven, tech-enabled programs and automation, rather than traditional one-on-one management. You will be responsible for creating, building, and optimizing automated customer journeys and scalable digital engagement strategies to maximize product adoption and drive measurable value. What you'll do - Automate Customer Engagement : Own the digital customer engagement strategy, building automated programs for critical customer lifecycle stages, including onboarding, training, and support. - Develop Scalable Programs : Design, execute, and iterate on programs that support a broad customer base with timely and relevant resources. - Leverage Digital and Video Touchpoints : Create and manage one-to-many resources such as in-app assistance, targeted email campaigns, custom training webinars, and video content to reach a broad
---
TITLE: Senior Specialist, Plan Design
EMPLOYER: Vestwell
LOCATION: Austin, TX | Scottsdale, AZ (unspecified)
SALARY: $75K-$85K
POSTED: 2026-06-11
APPLY_URL: https://job-boards.greenhouse.io/vestwell/jobs/7764060003
EXCERPT: Senior Specialist, Plan Design Austin, TX | Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding a Senior Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated consultant to support our Sales, Onboarding, Plan Design and Plan Documents teams in document creation and consultation with new and existing sponsors on their desired plan features. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some time servicing the plan design, compliance and plan document sides of qualified/non-qualified plan servicing. What Will You Be Doing? As a Senior Specialist, you will be responsible for independently interpreting ERISA and other applicable retirement plan laws to consult, amend, and maintain compliant retirement plan documents. This role requires advanced legal and regulatory knowledge, sound judgment, and the ability to translate Plan Sponsors' business goals into plan documents that align with Vestwell platform capabilities and operational requirements. You will
---
TITLE: Education Consultant and Wealth Advisor
EMPLOYER: Hub International Limited
LOCATION: Omaha, Nebraska, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://hubinternational.wd1.myworkdayjobs.com/HUBInternational/job/Omaha-NE/Education-Consultant-and-Wealth-Advisor_R0035131/apply
EXCERPT: Education Consultant and Wealth Advisor Omaha, Nebraska, United States of America Embrace the role of an Education Consultant and Wealth Advisor, guiding retirement plan participants to holistic financial well-being. Leverage your expertise in client relationship management, financial education, and retirement planning to deliver impactful solutions. Enjoy professional growth, a supportive environment, and the opportunity to make a real difference in clients' financial futures.
---
TITLE: Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/New-Orleans/Merrill-Advisor-Development-Program---Financial-Advisor--Louisiana-Mississippi-Market_26011143
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market 3 Locations posted: Posted 30+ Days Ago
---
TITLE: Partnership Engagement
EMPLOYER: Midstream Health
LOCATION: Remote | US (remote)
SALARY: Not disclosed
POSTED: 2026-05-08
APPLY_URL: https://jobs.ashbyhq.com/midstream/046c928c-c2aa-4e30-a941-68266491afaa
EXCERPT: Partnership Engagement Remote | US Midstream is an AI-native financial operating system for health systems, founded by experienced entrepreneurs and backed by top-tier investors. We give finance, supply chain, and managed care teams real-time visibility into where margin is at risk, with a precise action plan for capturing it before it's gone. Purpose-built for healthcare's complexity, Midstream transforms structured, unstructured, and external data into instant, contract-aware insights that drive smarter decisions. Our AI agents unify spend and revenue operations across the full back-office, learning and adapting with every interaction and delivering always-on intelligence that no point solution or one-off engagement can match. We're compressing months to minutes and turning post-period hindsight into in-the-moment foresight. The tempo of healthcare finance is changing, and Midstream is leading it. Opportunity We are looking for a Partner Engagement Manager to own the success and outcomes of Midstream's health system customers. This role is responsible for ensuring customers realize value quickly and consistently. You will serve as the primary point of contact from day one-understanding customer goals, guiding adoption, and ensuring Midstream delivers measurable impact on financial and operational performance. This is a high-ownership customer centric role. You will work closely with customers to turn initial adoption into long-term partnership-ensuring they see continuous value, expand their use of the platform over time, and become strong advocates for Midstream. What you'll be doing Own customer outcomes Partner with customers to define success, track progress, and ensure Midstream delivers clear, measurable value. Drive adoption and engagement Guide
---
TITLE: Merrill Advisor Development Program - Financial Advisor: West LA Market
EMPLOYER: Bank of America Corporation
LOCATION: Los Angeles (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Los-Angeles/Merrill-Advisor-Development-Program---Financial-Advisor--West-LA-Market_26011176
EXCERPT: Merrill Advisor Development Program - Financial Advisor: West LA Market Los Angeles posted: Posted 30+ Days Ago
---
TITLE: Merrill Advisor Development Program - Financial Advisor: Mountain West Market
EMPLOYER: Bank of America Corporation
LOCATION: 6 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Spokane/Merrill-Advisor-Development-Program---Financial-Advisor--Mountain-West-Market_26012533-2
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Mountain West Market 6 Locations posted: Posted 30+ Days Ago
---
TITLE: Financial Solutions Advisor - Tulsa Market
EMPLOYER: Bank of America Corporation
LOCATION: 7 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Broken-Arrow/Financial-Solutions-Advisor---Oklahoma-Market_26014599
EXCERPT: Financial Solutions Advisor - Tulsa Market 7 Locations posted: Posted 30+ Days Ago
---
TITLE: Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market
EMPLOYER: Bank of America Corporation
LOCATION: 8 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Omaha/Merrill-Advisor-Development-Program---Financial-Advisor--Mountain-Plains-Market_26015433-2
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market 8 Locations posted: Posted 30+ Days Ago
---
TITLE: J.P. Morgan Wealth Management - Private Client Advisor - Round Lake Beach, IL
EMPLOYER: JPMorgan Chase & Co.
LOCATION: Round Lake Beach, IL, United States (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/requisitions/job/210699906
EXCERPT: J.P. Morgan Wealth Management - Private Client Advisor - Round Lake Beach, IL Round Lake Beach, IL, United States The branch-based Private Client Advisor offers comprehensive financial planning and advice to individuals and families
---
TITLE: Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC
EMPLOYER: Bank of America Corporation
LOCATION: Greensboro (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Greensboro/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--Centralized----Greensboro--NC_25049366-2
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC Greensboro posted: Posted 30+ Days Ago
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TITLE: Sr. Solutions Architect, Retail
EMPLOYER: Databricks
LOCATION: West Coast - United States (unspecified)
SALARY: $140K-$247K
POSTED: 2022-10-24
NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed)
APPLY_URL: https://databricks.com/company/careers/open-positions/job?gh_jid=6456675002
EXCERPT: Sr. Solutions Architect, Retail West Coast - United States P-256 We are looking for experienced pre-sales professionals with a proven track record of helping large enterprises become more data-driven. Working with the Account Executive (AE), the Retail and CPG Sr. SA defines and directs the technical strategy for our largest and most important accounts, leading to more widespread use of our products and wider and deeper adoption of ML & AI. You will lean upon your solid background in value selling, technical account management, and technical leadership to maximize success in these accounts. While you work with a team that includes hands-on resources who will build proofs of concept and demonstrate Databricks' products, you need to be technical and must understand the relevance and application of ML & AI within a range of use cases important to the target accounts in the Retail and CPG space. The impact you will have: - You will work with 1-5 clients as the main technical voice for Databricks - You will lead your customers on a transformational journey, helping them to evaluate and adopt Databricks as part of their strategy - You will implement the technical strategy in the account, in close understanding of the strategy - Build a movement of technical champions within the account - Align technical strategies around Databricks solutions - You will provide structured mentorship for other team members What we look for: - 8+ years of experience working in very large (> $1m ARR), from the Retail and
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TITLE: Merrill Advisor Development Program - Financial Advisor: North Virginia Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-29
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Vienna/Merrill-Advisor-Development-Program---Financial-Advisor--North-Virginia-Market_26011346
EXCERPT: Merrill Advisor Development Program - Financial Advisor: North Virginia Market 3 Locations posted: Posted 14 Days Ago
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TITLE: Contingent Workforce Planning Partner
EMPLOYER: Robinhood Markets
LOCATION: Chicago, IL; Menlo Park, CA; New York, NY (unspecified)
SALARY: $105K-$123K
POSTED: 2026-03-11
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7697781?t=gh_src=&gh_jid=7697781
EXCERPT: Contingent Workforce Planning Partner Chicago, IL; Menlo Park, CA; New York, NY Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The People Operations team combines expertise in strategy, process, tooling and insights to create solutions that simplify work and help every Hoodie succeed. As our workforce evolves, we are strengthening how we manage and scale our extended workforce globally. As a Contingent Workforce Planning Partner, you will lead the strategy and day-to-day operations of our Extended Workforce (XWF) program as we re-establish and scale this function within People Operations. You will oversee the full lifecycle of contingent workers, from budget intake through offboarding, while implementing systems and processes that improve visibility, compliance, and efficiency. This role partners closely with Finance, Procurement, Legal, and business leaders to
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TITLE: Merrill Advisor Development Program - Financial Advisor: Southern CT Market
EMPLOYER: Bank of America Corporation
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Stamford/Merrill-Advisor-Development-Program---Financial-Advisor--Southern-CT-Market_26011372
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Southern CT Market 4 Locations posted: Posted 30+ Days Ago
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TITLE: Senior Solutions Architect (Enterprise Accounts)
EMPLOYER: Databricks
LOCATION: London, United Kingdom (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-26
NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed)
APPLY_URL: https://databricks.com/company/careers/open-positions/job?gh_jid=8517068002
EXCERPT: Senior Solutions Architect (Enterprise Accounts) London, United Kingdom REQ ID: FEQ327R160 Location: London, UK Recruiter: Dina Hussain At Databricks, our core values are at the heart of everything we do; creating a culture of proactiveness and a customer-centric mindset guides us to create a unified platform that makes data science and analytics accessible to everyone. We aim to inspire our customers to make informed decisions that push their business forward. We provide a user-friendly and intuitive platform that makes it easy to turn insights into action and fosters a culture of creativity, experimentation, and continuous improvement. You will be an essential part of this mission, using your technical expertise to demonstrate how our Data Intelligence Platform can help customers solve their complex data challenges. You'll work with a collaborative, customer-focused team that values innovation and creativity, using your skills to create customized solutions to help our customers achieve their goals and guide their businesses forward. You will engage with our largest and most complex customers across the region to advise them on adopting the Databricks Data Intelligence Platform, in collaboration with a world-class, cross-functional team of Solutions Architects, Account Executives, and technology Specialists. You will work closely with a small group of customers and their account teams to help them respond to key business opportunities and challenges. Join us in our quest to change how people work with data and make a better world! The impact you will have: - Engage with some of Databricks' most complex customers to help
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TITLE: Financial Solutions Advisor - Central Houston Area
EMPLOYER: Bank of America Corporation
LOCATION: 6 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Houston/Financial-Solutions-Advisor---Central-Houston-Area_26020535
EXCERPT: Financial Solutions Advisor - Central Houston Area 6 Locations posted: Posted Today
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TITLE: Mid-Market Account Executive - Toronto
EMPLOYER: Pigment
LOCATION: Toronto (unspecified)
SALARY: CAD 160K-200K
POSTED: 2026-05-15
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.lever.co/pigment/b68d3eee-f90f-4f36-99c9-0cfb81fafea8
EXCERPT: Mid-Market Account Executive - Toronto Toronto Join Pigment: The AI Platform Redefining Business Planning Pigment is the AI-powered business planning and performance management platform built for agility and scale. We connect people, data, and processes in one intuitive, feature-rich solution, empowering every team-from Finance to HR-to build, adapt, and align strategic plans in real time. Founded in 2019, Pigment is one of the fastest-growing SaaS companies globally. Industry leaders like Unilever, Snowflake, Siemens, and DPD use Pigment daily to make more informed decisions and confidently navigate any scenario. With a team of 600+ across Paris, London, New York, Toronto, San Francisco and Austin, we've raised nearly $400M from top-tier investors and were named a Visionary in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software. At Pigment, we take smart risks, celebrate bold ideas, and challenge the status quo-all while working as one team. If you're driven by innovation and ready to make an impact at scale, we'd love to hear from you. As a Mid-Market Account Executive, you'll be on the front lines of how Pigment grows our business by leading the full sales cycle from initial interest to deal close, actively prospecting to identify new opportunities and building a strong, sustainable pipeline, and coordinating collaboration with partners, customer success, and technical teams. You will also be responsible for building C-suite & Executive level relationships with our clients across an array of industries. As a Mid-Market Account Executive, you'll be on the front lines of how Pigment grows our
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TITLE: Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market
EMPLOYER: Bank of America Corporation
LOCATION: 6 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Hartford/Merrill-Advisor-Development-Program---Financial-Advisor--Central-Shoreline-Market_26011359
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market 6 Locations posted: Posted 30+ Days Ago
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TITLE: Senior Consultant, IRA Advisory
EMPLOYER: Baker Tilly
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://bakertilly.wd5.myworkdayjobs.com/BTCareers/job/Madison-WI/Senior-Consultant--IRA-Advisory_JR105950
EXCERPT: Senior Consultant, IRA Advisory 3 Locations posted: Posted 10 Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: Western NY Market
EMPLOYER: Bank of America Corporation
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Pittsford/Merrill-Advisor-Development-Program---Financial-Advisor--Western-NY-Market_26011375
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Western NY Market 4 Locations posted: Posted 30+ Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: East Bay Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Walnut-Creek/Merrill-Advisor-Development-Program---Financial-Advisor--East-Bay-Market_26010914-1
EXCERPT: Merrill Advisor Development Program - Financial Advisor: East Bay Market 3 Locations posted: Posted 15 Days Ago
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TITLE: Corporate Account Executive - UK&I
EMPLOYER: Pigment
LOCATION: London (unspecified)
SALARY: Not disclosed
POSTED: 2025-08-07
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.lever.co/pigment/67c2999e-e610-4711-837b-3f75ffb644ef
EXCERPT: Corporate Account Executive - UK&I London Join Pigment: The AI Platform Redefining Business Planning Pigment is the AI-powered business planning and performance management platform built for agility and scale. We connect people, data, and processes in one intuitive, feature-rich solution, empowering every team-from Finance to HR-to build, adapt, and align strategic plans in real time. Founded in 2019, Pigment is one of the fastest-growing SaaS companies globally. Industry leaders like Unilever, Snowflake, Siemens, and DPD use Pigment daily to make more informed decisions and confidently navigate any scenario. With a team of 600+ across Paris, London, New York, Toronto, San Francisco and Austin, we've raised nearly $400M from top-tier investors and were named a Visionary in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software. At Pigment, we take smart risks, celebrate bold ideas, and challenge the status quo-all while working as one team. If you're driven by innovation and ready to make an impact at scale, we'd love to hear from you. Join Pigment: The AI Platform Redefining Business Planning Pigment is the AI-powered business planning and performance management platform built for agility and scale. We connect people, data, and processes in one intuitive, feature-rich solution, empowering every team-from Finance to HR-to build, adapt, and align strategic plans in real time. Founded in 2019, Pigment is one of the fastest-growing SaaS companies globally. Industry leaders like Unilever, Snowflake, Siemens, and DPD use Pigment daily to make more informed decisions and confidently navigate any scenario. With a team of 600+
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TITLE: Sr Wealth Advisor
EMPLOYER: Northern Trust Corporation
LOCATION: New York, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ntrs.wd1.myworkdayjobs.com/northerntrust/job/New-York-NY/Sr-Wealth-Advisor_R155834
EXCERPT: Sr Wealth Advisor New York, NY posted: Posted 2 Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: San Diego Market
EMPLOYER: Bank of America Corporation
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Diego/Merrill-Advisor-Development-Program---Financial-Advisor--San-Diego-Market_26011435
EXCERPT: Merrill Advisor Development Program - Financial Advisor: San Diego Market 2 Locations posted: Posted 30+ Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee - Chicago - Michigan and Madison
EMPLOYER: Bank of America Corporation
LOCATION: Chicago (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chicago/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee---Chicago---Michigan-and-Madison_26014560
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee - Chicago - Michigan and Madison Chicago posted: Posted 30+ Days Ago
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TITLE: Growth Analyst
EMPLOYER: Harmonic
LOCATION: New York City (unspecified)
SALARY: Not disclosed
POSTED: 2025-10-28
K401_MATCH: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/harmonic/jobs/4623783005
EXCERPT: Growth Analyst New York City About us Harmonic is the startup discovery engine. It pains us to see great startup opportunities consistently go unfunded not because of lack of talent, but lack of signal. We're fixing that by mapping the entire startup landscape and building the tools that put the right companies in front of the right people at the right time. Investors, corporate development, and GTM teams at Anthropic, OpenAI, General Catalyst, Kleiner Perkins, Brex and Notion use us to find breakout companies before they're obvious and turn that discovery into action. Whether that's a check, an acquisition, partnership or won business. We're growing revenue at a rate of 100%+ annually, backed by $30M from Craft, Floodgate, and Sozo Ventures. We're committed to ensuring hundreds of billions of dollars find the right founders, so the innovations that matters most flourish. If that resonates, let's talk. What we're looking for We're looking for a full-time Growth Analyst, who will be responsible for generating new business opportunities for Harmonic. This role is critical to our team because a successful candidate will make meaningful contributions to drive sales and improve overall GTM processes. On top of driving critical revenue for our company, we're excited about the future growth of this hire. Historically, we've seen a lot of success promoting hardworking growth analyst's to other sales roles! So we're looking for somebody who has the right attitude and skills to continue to grow into an increasingly impactful and successful career here. At Harmonic,
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TITLE: Wealth Advisor
EMPLOYER: BDO USA
LOCATION: Calgary - 8th Ave SW (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-27
K401_MATCH: yes (not source-backed)
APPLY_URL: https://bdo.wd3.myworkdayjobs.com/bdo/job/Calgary---8th-Ave-SW/Wealth-Advisor_JR6135-1
EXCERPT: Wealth Advisor Calgary - 8th Ave SW posted: Posted 16 Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/North-Bethesda/Merrill-Advisor-Development-Program---Financial-Advisor--Greater-Maryland-Market_26011331
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market 3 Locations posted: Posted 30+ Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Baltimore/Merrill-Advisor-Development-Program---Financial-Advisor--Baltimore---Associates-Market_26011328
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market 3 Locations posted: Posted 30+ Days Ago
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TITLE: Platform Analyst Advisor/Manager
EMPLOYER: Pathward Financial
LOCATION: Remote (hybrid)
SALARY: $86K-$145K
POSTED: 2026-06-12
APPLY_URL: https://job-boards.greenhouse.io/pathward/jobs/6009461004
EXCERPT: Platform Analyst Advisor/Manager Remote We are a hybrid, remote-office company dedicated to growing our talent anywhere! We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA. At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. About the Role: Applies business and systems analysis expertise to lead and coordinate system planning, architecture, and requirements definition. Works closely with internal users and external customers (partners) to elicit, document, and translate business requirements into clear technical direction. Provides technical and business domain leadership throughout the full development lifecycle while managing multiple initiatives with strong organizational and prioritization skills. What You Will Do: Leads system requirements analysis and validation activities using established industry methodologies, ensuring requirements are complete, consistent, traceable, feasible, and conform to standards. Builds and maintains deep knowledge of the business processes, capabilities,
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TITLE: Merrill Advisor Development Program - Financial Advisor: Western Pennsylvania Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Pittsburgh/Merrill-Advisor-Development-Program---Financial-Advisor--Western-Pennsylvania-Market_26011326
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Western Pennsylvania Market 3 Locations posted: Posted 2 Days Ago
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TITLE: Risk Advisor
EMPLOYER: WithCoverage
LOCATION: New York, NY or Philadelphia, PA (unspecified)
SALARY: $85K-$125K
POSTED: 2026-01-10
APPLY_URL: https://job-boards.greenhouse.io/withcoverage/jobs/4094873009
EXCERPT: Risk Advisor New York, NY or Philadelphia, PA Risk Advisor Location: New York, NY or Philadelphia, PA About WithCoverage : WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed. Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service. WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy. Why Join Us: - Grow Faster - We're scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future. - Work That Matters - We protect the world's most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers. - Redefine an Industry - Insurance is one of the largest, slowest-moving
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TITLE: Wealth Advisor III - Dallas / Fort Worth
EMPLOYER: Truist Financial Corporation
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Dallas-TX/Wealth-Advisor-III---Dallas---Fort-Worth_R0093055
EXCERPT: Wealth Advisor III - Dallas / Fort Worth 2 Locations posted: Posted 30+ Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: Greater Denver Market
EMPLOYER: Bank of America Corporation
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Denver/Merrill-Advisor-Development-Program---Financial-Advisor--Greater-Denver-Market_26013277-1
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Greater Denver Market 4 Locations posted: Posted 30+ Days Ago
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TITLE: Industry Advisor - Financial Services
EMPLOYER: Salesforce
LOCATION: Australia - Sydney; Australia - Melbourne; Australia - Brisbane (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-25
PARENTAL_LEAVE_WEEKS: 26 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://careers.salesforce.com/en/jobs/jr342269/industry-advisor-financial-services/
EXCERPT: Industry Advisor - Financial Services Australia - Sydney; Australia - Melbourne; Australia - Brisbane About the Team The Industry Advisor team accelerates Salesforce growth by establishing industry credibility and strategic relevance in the markets we serve. Our deep domain experience, elevated points of view, and trusted advisor approach enables Sales, Solutions, and GTM teams to engage customers as subject matter experts and strategic partners - not salespeople. Role Description As an Industry Advisor for Financial Services, you will serve as a visionary and strategic partner to our most ambitious customers - architecting the future of Financial Services across Australia and New Zealand. You will bring deep domain expertise to help C-level executives navigate AI and technology modernisation, with a focus on customer/client/member experience, middle and back office transformation, regulatory change, and building the agentic enterprise. You will connect sales teams, global industry and product leadership, partners, and customers - ensuring Salesforce solutions address the most pressing ANZ Financial Services challenges. The ideal candidate brings experience across banking, insurance, and wealth management, with a proven track record of leading large-scale digital and AI transformation programs. They will have deep working knowledge of Salesforce's Financial Services suite and experience shaping AI strategy at a financial institution, from vision through to execution. Core Responsibilities Executive Engagement - Build credibility with C-suite customers and partners; lead industry advisory boards and represent Salesforce at major industry events and forums, adapting your delivery style to drive influence at every level. Strategic Industry GTM Planning - Own
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TITLE: Private Client Advisor
EMPLOYER: Bank of America Corporation
LOCATION: Houston (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Houston/Private-Client-Advisor_24020422
EXCERPT: Private Client Advisor Houston posted: Posted 30+ Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market
EMPLOYER: Bank of America Corporation
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Miami/Merrill-Advisor-Development-Program---Financial-Advisor--Miami---Islands-Market_26011043-2
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market 2 Locations posted: Posted 30+ Days Ago
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TITLE: SAINT LAURENT Senior Client Advisor / Client Advisor
EMPLOYER: Kering
LOCATION: Hong Kong, Hong Kong Island, Hong Kong SAR (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://careers.kering.com/careers/job/563705891456077
EXCERPT: SAINT LAURENT Senior Client Advisor / Client Advisor Hong Kong, Hong Kong Island, Hong Kong SAR
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TITLE: Financial Advisor, Investment & Retirement Planning - Broadway & Oak, Vancouver
EMPLOYER: Bank of Nova Scotia
LOCATION: Vancouver (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.scotiabank.com/job/Vancouver-Financial-Advisor%2C-Investment-&-Retirement-Planning-Broadway-&-Oak%2C-Vancouver-ON-V5Z1K5/603232317/
EXCERPT: Financial Advisor, Investment & Retirement Planning - Broadway & Oak, Vancouver Vancouver Requisition ID: 263843 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g
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TITLE: Merrill Advisor Development Program- Financial Advisor: Southeast Coastal Market
EMPLOYER: Bank of America Corporation
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Mount-Pleasant/Merrill-Advisor-Development-Program--Financial-Advisor--Southeast-Coastal-Market_26010922
EXCERPT: Merrill Advisor Development Program- Financial Advisor: Southeast Coastal Market 2 Locations posted: Posted 4 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Lake Forest, IL
EMPLOYER: Bank of America Corporation
LOCATION: Lake Forest (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Lake-Forest/Financial-Solutions-Advisor-Registration-Candidate---Lake-Forest--IL_26013302-1
EXCERPT: Financial Solutions Advisor Registration Candidate - Lake Forest, IL Lake Forest posted: Posted 30+ Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: Palm Beach Market
EMPLOYER: Bank of America Corporation
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Palm-Beach/Merrill-Advisor-Development-Program---Financial-Advisor--Palm-Beach-Market_26011048-2
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Palm Beach Market 2 Locations posted: Posted 30+ Days Ago
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TITLE: Senior Customer Enablement Architect
EMPLOYER: Databricks
LOCATION: United States (unspecified)
SALARY: $144K-$198K
POSTED: 2026-04-29
NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed)
APPLY_URL: https://databricks.com/company/careers/open-positions/job?gh_jid=8520123002
EXCERPT: Senior Customer Enablement Architect United States CSQ128R2 Mission: At Databricks, we're on a mission to help data and AI teams solve the world's toughest problems and that starts with empowering our customers. The Customer Enablement team drives this mission forward by helping enterprise organizations develop the skills they need to accelerate adoption, transformation, and measurable business outcomes. As a Customer Enablement Architect, you'll own the commercial success of Databricks' training and enablement portfolio across the Americas Business Units. Reporting to the Americas Customer and User Enablement Leader, we are looking for a US-based Customer Enablement Architect to work with cross-functional teams, including Sales, Field Engineering, Professional Services and Scaled User Enablement to position the value of Databricks training, develop custom enterprise learning plans and drive talent transformation with strategic accounts. This is a highly visible, customer-facing role where your ability to connect learning solutions with business outcomes will directly influence customer retention, expansion, and top-line growth. You'll work closely with account executives, engagement managers, and solution architects to position Databricks training and certification programs as a strategic investment in each customer's data and AI journey. From diagnosing skill gaps to building tailored enablement roadmaps, you'll ensure our customers have the knowledge and confidence to realize the full value of their Databricks platform. The impact you will have: - Drive the commercial success of Databricks' learning and enablement offerings across enterprise accounts for the assigned Americas Business Unit. - Partner with sales and customer success teams to position learning as a
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TITLE: Associate, Structured Finance
EMPLOYER: Bloom Energy Corp
LOCATION: San Jose, California (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://bloomenergy.wd1.myworkdayjobs.com/BloomEnergyCareers/job/San-Jose-California/Associate--Structured-Finance_JR-21802
EXCERPT: Associate, Structured Finance San Jose, California posted: Posted 30+ Days Ago
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TITLE: Merrill Advisor Development Program Financial Solutions Advisor Trainee: Ohlen Rd
EMPLOYER: Bank of America Corporation
LOCATION: Austin (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Austin/Merrill-Advisor-Development-Program-Financial-Solutions-Advisor-Trainee--Ohlen-Rd_26018526
EXCERPT: Merrill Advisor Development Program Financial Solutions Advisor Trainee: Ohlen Rd Austin posted: Posted 15 Days Ago
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TITLE: Strategic Account Executive-TELCO
EMPLOYER: Databricks
LOCATION: Atlanta, Georgia; Dallas, Texas; Kansas (remote)
SALARY: Not disclosed
POSTED: 2026-04-06
NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed)
APPLY_URL: https://databricks.com/company/careers/open-positions/job?gh_jid=8431457002
EXCERPT: Strategic Account Executive-TELCO Atlanta, Georgia; Dallas, Texas; Kansas SLSQ227R344 Candidates in the listed location(s) are encouraged for this role - Remote - Dallas - Remote-Atlanta - Remote-Kansas - Remote-Midwest As a Strategic Enterprise Account Executive at Databricks, you are a sales professional experienced in leading go-to-market campaigns in Fortune 500 accounts, specificlaly in the TELCO space. You know how to sell innovation and change through customer vision expansion and can guide deals forward to compress decision cycles. You love understanding a product in depth and are passionate about communicating value to Customers and System Integrators. Databricks operates at the leading edge of the Unified Data Analytics and AI space. Our customers turn to us to lead the accelerated innovation that their businesses need to gain first mover advantage in today's ultra-competitive landscape. As we continue our rapid expansion, we are looking for a creative, execution-oriented Enterprise Account Executive to join the Databricks team and maximize the phenomenal market opportunity that exists for Databricks. Reporting to our Director of Enterprise Sales, you will map to enterprise clients under the CMEG umbrella (Telco orgs). You will come with an informed point of view on Big Data, Advanced Analytics and AI which will help to guide your successful execution strategy and allow you to provide genuine value to the client The impact you will have: - Build relationships with CIOs, IT executives, LOB executives, Program Managers, and other important partners. - Drive value-based growth within the account. - Expand the Databricks footprint into
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TITLE: Structuring Senior Advisor_TRST1K
EMPLOYER: Engie
LOCATION: Country United States (unspecified)
SALARY: $155K-$238K
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.engie.com/job/HOUSTON-Structuring-Senior-Advisor_TRST1K-TX-77056/65076-en_US/
EXCERPT: Structuring Senior Advisor_TRST1K Country United States What You Can Expect As a Structuring Senior Advisor, you will perform structuring and pricing of complex power and gas transactions for ENGIE Energy Marketing North America (EEMNA), with a focus on renewables. You will develop fundamental and financial models to price market risk in the U.S. power and gas markets. You will support traders and originators during negotiations and propose management strategies for the existing portfolio of EEMNA. Perform structuring and pricing of complex power and gas transactions Apply knowledge in power market, understanding of renewable asset operation and data mining methods to develop fundamental views on the evolution of energy market in a high renewable environment. Develop pricing model to value various risks in renewable energy off-taking transactions. Structure hedging products tailored to client's need and EEMNA's risk appetite. Develop fundamental models to price market risk in Texas and Eastern Power markets Develop models to price traditional products in power markets such as Tolling Agreement and Heat Rate Call Options. Structure and value Asset Management Agreement and Capacity Release deals for pipeline and storage assets. Facilitate the RFP process with gas producers, LDC's and other energy companies. Price customized renewable off-take deals Perform fundamental analysis in power markets to understand the dynamics in demand, supply and infrastructure. Support traders and originators during negotiations Perform pricing on reque
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TITLE: Sr. Practice Management & Teams Consultant
EMPLOYER: Royal Bank of Canada
LOCATION: Minneapolis, Minnesota, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-20
K401_MATCH: yes (not source-backed)
APPLY_URL: https://rbc.wd3.myworkdayjobs.com/RBCGLOBAL1/job/Minneapolis-Minnesota-United-States-of-America/Sr-Practice-Management---Teams-Consultant_R-0000162459/apply
EXCERPT: Sr. Practice Management & Teams Consultant Minneapolis, Minnesota, United States of America Join our team as a Senior Practice Management and Teams Consultant, driving financial advisor productivity and team success. Leverage your expertise in practice management, coaching, and financial services to lead transitions, optimize portfolios, and deliver impactful solutions. Shape the future of wealth management with a high-performing, collaborative team at RBC Wealth Management.
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TITLE: Merrill Advisor Development Program - Financial Advisor: Blue Ridge Market
EMPLOYER: Bank of America Corporation
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Greensboro/Merrill-Advisor-Development-Program---Financial-Advisor--Blue-Ridge-Market_26011025
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Blue Ridge Market 4 Locations posted: Posted 30+ Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: Chicago North Market
EMPLOYER: Bank of America Corporation
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Northbrook/Merrill-Advisor-Development-Program---Financial-Advisor--Chicago-North-Market_26010754
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Chicago North Market 4 Locations posted: Posted 30+ Days Ago
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TITLE: Strategic Account Executive - Retail
EMPLOYER: Databricks
LOCATION: London, United Kingdom (unspecified)
SALARY: Not disclosed
POSTED: 2025-08-11
NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed)
APPLY_URL: https://databricks.com/company/careers/open-positions/job?gh_jid=7994379002
EXCERPT: Strategic Account Executive - Retail London, United Kingdom SLSQ226R759 As a Strategic Account Executive, you will own a large enterprise account and be accountable for a clear, executable strategy to exceed revenue, bookings, and consumption goals. You will execute with urgency and discipline, consistently overachieving targets while building deep, boardroom-level relationships and serving as a trusted Data & AI advisor to C-suite stakeholders. Your mission is to drive sustained growth and deepen engagement within one of our most strategic customer partnerships in the region. What You'll Do - Own and execute an account strategy that accelerates revenue growth and drives increased platform consumption - Build and maintain executive-level relationships, acting as a strategic advisor on Data & AI transformation - Co-develop a comprehensive business plan with internal teams and ecosystem partners to exceed quarterly and annual bookings and consumption targets - Lead customers, partners, and internal stakeholders to identify high-impact big data and AI use cases, proving business value on the Databricks Data Intelligence Platform - Drive customer transformation through a coordinated approach that includes strategic partnerships, scoped professional services, training, and targeted executive engagement - Orchestrate cross-functional teams to ensure customer success, long-term adoption, and expansion The Impact You'll Have - Accelerate customer success by translating business priorities into measurable Data & AI outcomes - Expand and deepen one of the company's most strategic enterprise relationships - Enable customers to realise tangible value from big data and AI initiatives at scale - Consistently exceed revenue, booking, and consumption goals
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TITLE: Business Solutions Advisor - Houston North Market
EMPLOYER: Bank of America Corporation
LOCATION: Katy (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Katy/Business-Solutions-Advisor---Houston-North-Market_26020093
EXCERPT: Business Solutions Advisor - Houston North Market Katy posted: Posted 3 Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Dayton, OH
EMPLOYER: Bank of America Corporation
LOCATION: Miamisburg (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-01
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Miamisburg/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--Centralized---Dayton--OH_26015720
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Dayton, OH Miamisburg posted: Posted 11 Days Ago
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TITLE: Lakebase Sales Lead EMEA
EMPLOYER: Databricks
LOCATION: Munich, Germany (unspecified)
SALARY: Not disclosed
POSTED: 2026-03-19
APPLY_URL: https://databricks.com/company/careers/open-positions/job?gh_jid=8451296002
EXCERPT: Lakebase Sales Lead EMEA Munich, Germany SLSQ327R173 Databricks is seeking a Lakebase Sales Specialist to help customers modernize their operational data foundation with Databricks Lakebase , our fully-managed Postgres offering for intelligent applications . This high-impact role sits within the Lakebase Go-To-Market team and partners closely with regional Account Executives to drive adoption of Lakebase with platform, application, and data teams. Lakebase gives customers a unified, governed foundation for operational workloads and AI-native applications , helping them move away from a fragmented estate of point databases toward a modern, scalable, serverless Postgres service. If you want to be at the forefront of operational databases for AI and intelligent applications at one of the fastest-growing data and AI companies in the world, this is your opportunity. The impact you will have - Drive new Lakebase revenue by identifying, qualifying, and closing Lakebase opportunities within a defined territory, in partnership with regional Account Executives and the broader account team. - Lead with outcomes for key Lakebase personas - including platform teams and developers , data teams , and central IT - articulating how Lakebase helps them ship features faster, simplify operational data architectures, and improve governance and cost efficiency. - Sell the value of fully-managed Postgres for intelligent applications , positioning Lakebase as the optimal choice for operational workloads that power real-time, AI-driven experiences. - Run complex, multi-threaded sales cycles from discovery and value hypothesis through commercial negotiation and close, navigating executive, technical, and line-of-business stakeholders. - Orchestrate proof-of-value and POCs that
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TITLE: Home Advisor - Remote
EMPLOYER: Experian
LOCATION: Remote | United States, UNITED STATES, United States (remote)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.smartrecruiters.com/Experian/744000129820509-home-advisor-remote
EXCERPT: Home Advisor - Remote Remote | United States, UNITED STATES, United States Company Description: Experian is a global data and technology company, powering opportunities for people and businesses around the world. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more. Experian invests in people and new advanced technologies to unlock the power of data. We have an amazing team of 25,200 people in 32 countries. Job Description: About Own Up, a part of Experian Own Up, a part of Experian, is a mission-driven financial technology company dedicated to making homeownership more accessible and affordable. By combining proprietary technology with deep industry expertise, Own Up provides a transparent mortgage marketplace that helps consumers find the best rates and terms for their financial needs. Through its data-driven platform, Own Up connects borrowers with a curated network of vetted lenders, creating a streamlined, and stress-free mortgage shopping experience. Role Overview The Home Advisor handles high-volume customer interactions to produce qualified leads for lending partners. You will focus on delivering customer experiences while meeting performance goals across call volume, conversion, and quality. Responsibilities Manage a high volume of inbound and outbound calls to produce qualified leads Engage with customers by phone, email, and text to answer inquiries and guide next steps Deliver a positive, professional customer experience balancing speed and quality Follow structured call flows and best practices to support pre-approval conversations Partner with our teams to support lead submissions and program execution Communicate with
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TITLE: Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Westlake-Village/Merrill-Advisor-Development-Program---Financial-Advisor--Valley-Coast-Market_26015210
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Valley Coast Market 3 Locations posted: Posted 15 Days Ago
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TITLE: Merrill Advisor Development Program - Financial Advisor: San Francisco Market
EMPLOYER: Bank of America Corporation
LOCATION: San Francisco (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Francisco/Merrill-Advisor-Development-Program---Financial-Advisor--San-Francisco-Market_26010582
EXCERPT: Merrill Advisor Development Program - Financial Advisor: San Francisco Market San Francisco posted: Posted 15 Days Ago
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TITLE: Advisor Consultant - Sacramento Metro (All Channels)
EMPLOYER: The Hartford Financial Services Group, Inc.
LOCATION: Wayne, PA (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
APPLY_URL: https://thehartford.wd5.myworkdayjobs.com/Careers_External/job/Wayne-PA/Advisor-Consultant---Sacramento-Metro--All-Channels-_R2624864
EXCERPT: Advisor Consultant - Sacramento Metro (All Channels) Wayne, PA posted: Posted 30+ Days Ago
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TITLE: Senior Wealth Advisor
EMPLOYER: Citigroup Inc.
LOCATION: SAN FRANCISCO, California, United States of America | LOS ANGELES, California, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://citi.eightfold.ai/careers/job/859032078037
EXCERPT: Senior Wealth Advisor SAN FRANCISCO, California, United States of America | LOS ANGELES, California, United States of America
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TITLE: Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market
EMPLOYER: Bank of America Corporation
LOCATION: San Jose (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Jose/Merrill-Advisor-Development-Program---Financial-Advisor--Silicon-Valley-Market_26010915-2
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market San Jose posted: Posted 30+ Days Ago
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TITLE: Investment Strategist
EMPLOYER: NB Bancorp INC
LOCATION: New York, NY (unspecified)
SALARY: $165K-$185K
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://nb.wd1.myworkdayjobs.com/nbcareers/job/New-York-NY/Investment-Strategist_R0011863-1
EXCERPT: Investment Strategist New York, NY Firm Overview: Neuberger is an independent, employee-owned, global asset management firm, serving the financial needs of intermediary, institutional, and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice, and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients. Business & Position Overview: Private Wealth oversees approximately $82 billion in assets for individuals, families, and charitable institutions. The Private Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation (TAA) recommendations, portfolio construction, and risk management. The team also produces macro / market research and thought leadership and partners on product and platform development initiatives for the Private Wealth business. The Vice President, Investment Strategist is a key contributor supporting senior strategists and the broader Private Wealth organization through rigorous analysis, portfolio insights, and client-ready deliverables. The role partners with Wealth Advisors, Portfolio Managers, and the Neuberger Trust Company to help translate market and portfolio views into practical, implementable guidance across public and private markets. Success requires strong analytical skills, exceptional attention to detail, and the ability to communicate clearly to internal and external audiences. Primary Responsibilities: Support Wealth Advisors in the construction of customized multi-asset portfolio solutions aligned with client objectives, constraints, and implementation considerations. Candidate must have strong understanding of both public and private markets, asset allocation, and portfolio construction
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TITLE: Merrill Advisor Development Program - Financial Advisor: Carolina East Market
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/RALEIGH/Merrill-Advisor-Development-Program---Financial-Advisor--Carolina-East-Market_26011032
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Carolina East Market 3 Locations posted: Posted 30+ Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Omaha, NE
EMPLOYER: Bank of America Corporation
LOCATION: Omaha (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Omaha/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--Centralized----Omaha--NE_26011316
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Omaha, NE Omaha posted: Posted 30+ Days Ago
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TITLE: Customer Success Lead
EMPLOYER: Lightspark
LOCATION: Los Angeles HQ, Culver City, California, USA (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
APPLY_URL: https://jobs.ashbyhq.com/lightspark/295bf7e9-cb0b-4573-b4ee-cdebe9e1cc11
EXCERPT: Customer Success Lead Los Angeles HQ, Culver City, California, USA Lightspark is creating the Money Grid, modern, open financial infrastructure that makes payments accessible, affordable, and instant for businesses and users worldwide. We're challenging the status quo, updating the current system, and empowering our partners to build better solutions. Together, we're building the most advanced financial infrastructure, open, instant, and global, inspiring a future where anyone, anywhere can access the full potential of digital money. As a Customer Success Lead, you will own and grow some of Lightspark's most strategic customer relationships. You will become an expert in the Lightspark product ecosystem, evangelize Lightspark products, and ensure customers are successful from the onboarding process to post-launch and beyond. You bring sharp commercial judgment, deep product curiosity, analytical rigor, and are hungry to grow in a fast-paced environment. Based in Los Angeles at Lightspark headquarters, this is a high-ownership role at the intersection of enterprise customers, product, engineering, and revenue. WHAT YOU'LL BE DOING - End-to-End Account Ownership: Manage a targeted portfolio of strategic accounts. Serve as the primary owner from initial onboarding and launch through ongoing expansion, deeply understanding each customer's business roadmap. - Drive Account Growth: Establish and execute the expansion thesis for each customer relationship. Build compelling business cases in close collaboration with customers to ensure strong alignment, clear value, and shared conviction. - Executive Relationship Management: Act as the trusted first point of contact for anything touching money movement. Earn this strategic positioning by delivering substantive value
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TITLE: Software Licensing Advisor
EMPLOYER: SyntheticFi
LOCATION: Middleton, Christchurch (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
APPLY_URL: https://cyclone.bamboohr.com/careers/297
EXCERPT: Software Licensing Advisor Middleton, Christchurch Software Licensing Advisor
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TITLE: Senior Estate Planner - Wealth Advisory Team
EMPLOYER: NB Bancorp INC
LOCATION: New York, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://nb.wd1.myworkdayjobs.com/nbcareers/job/New-York-NY/Relationship-Manager_R0011237-1
EXCERPT: Senior Estate Planner - Wealth Advisory Team New York, NY
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TITLE: Part Time Store Advisor
EMPLOYER: On Holding AG
LOCATION: Tokyo (unspecified)
SALARY: Not disclosed
POSTED: 2025-01-29
APPLY_URL: https://boards.greenhouse.io/onrunning/jobs/6581102?gh_jid=6581102
EXCERPT: Part Time Store Advisor Tokyo - Part Time Store Advisor
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TITLE: Business Senior Development Advisor
EMPLOYER: Baker Hughes
LOCATION: US-TX-HOUSTON-575 N. DAIRY ASHFORD RD, ENERGY CENTER II EC2 (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 12 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://bakerhughes.wd5.myworkdayjobs.com/BakerHughes/job/US-TX-HOUSTON-575-N-DAIRY-ASHFORD-RD-ENERGY-CENTER-II-EC2/Business-Senior-Development-Advisor_R161311-1
EXCERPT: Business Senior Development Advisor US-TX-HOUSTON-575 N. DAIRY ASHFORD RD, ENERGY CENTER II EC2 posted: Posted 30+ Days Ago
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TITLE: Store Advisor (Woodbury Commons)
EMPLOYER: On Holding AG
LOCATION: Central Valley (unspecified)
SALARY: Not disclosed
POSTED: 2024-09-07
APPLY_URL: https://boards.greenhouse.io/onrunning/jobs/6240505?gh_jid=6240505
EXCERPT: Store Advisor (Woodbury Commons) Central Valley Store Advisor
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TITLE: Wealth Advisor - Delta Community Credit Union
EMPLOYER: LPL Financial
LOCATION: Peachtree City, GA (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://lplfinancial.wd1.myworkdayjobs.com/BD_Partners/job/Peachtree-City-GA/Wealth-Advisor---Delta-Community-Credit-Union_R-049591
EXCERPT: Wealth Advisor - Delta Community Credit Union Peachtree City, GA posted: Posted 30+ Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Fort Wayne, IN
EMPLOYER: Bank of America Corporation
LOCATION: Fort Wayne (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Fort-Wayne/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--Centralized----Fort-Wayne--IN_26014176
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Fort Wayne, IN Fort Wayne posted: Posted 30+ Days Ago
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TITLE: Strategic Finance Manager
EMPLOYER: Greenlight
LOCATION: Atlanta (Remote Friendly) (remote)
SALARY: $145K-$170K
POSTED: 2026-04-20
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://jobs.lever.co/greenlight/ccc859c5-4796-4b20-99cb-885c4be03a29
EXCERPT: Strategic Finance Manager Atlanta (Remote Friendly) Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. We proudly serve more than 6 million parents and kids with our award-winning banking app for families. With Greenlight, parents can automate allowance, manage chores, set flexible spend controls, and invest for their family's future. Kids and teens learn to earn, save, spend wisely, and invest. At Greenlight, we believe every child should have the opportunity to become financially healthy and happy. It's no small task, and that's why we leap out of bed every morning to come to work. Because creating a better, brighter future for the next generation depends on it. We are seeking a Strategic Finance Manager to collaborate with cross-functional leaders and drive outcomes across the business. In addition to traditional finance responsibilities of developing budgets, forecasts, and monthly/quarterly reports, this role will have significant involvement in new product analysis, data analytics, strategic projects, and company-wide planning. This position will report to the Director of Strategic Finance and collaborate with executives across all departments. We are looking for a true thought leader. A successful candidate should be self-motivated, hands-on, act as a proactive business partner and demonstrate the leadership capacity to assume increasing responsibility over time. This role is fast-paced and will have a direct impact on the company's ability to make key business decisions and grow efficiently. We are seeking a Strategic Finance Manager to collaborate with cross-functional leaders and drive outcomes
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TITLE: Financial Advisor, Investment & Retirement Planning - Renfew Branch
EMPLOYER: Bank of Nova Scotia
LOCATION: Renfrew (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.scotiabank.com/job/Renfrew-Financial-Advisor%2C-Investment-&-Retirement-Planning-Renfew-Branch-ON/600153317/
EXCERPT: Financial Advisor, Investment & Retirement Planning - Renfew Branch Renfrew Requisition ID: 252441 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. Leveraging
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TITLE: Merrill Advisor Development Program - Financial Advisor: St Louis Metro Market
EMPLOYER: Bank of America Corporation
LOCATION: 6 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Saint-Louis/Merrill-Advisor-Development-Program---Financial-Advisor--St-Louis-Metro-Market_26010769-2
EXCERPT: Merrill Advisor Development Program - Financial Advisor: St Louis Metro Market 6 Locations posted: Posted 30+ Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Portland (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Portland/Advisor-Development-Program---Financial-Solutions-Advisor---82nd---Johnson-Creek-Financial-Center_26014429-1
EXCERPT: Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center Portland posted: Posted 30+ Days Ago
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TITLE: Senior Solutions Architect
EMPLOYER: Databricks
LOCATION: Denmark (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed)
APPLY_URL: https://databricks.com/company/careers/open-positions/job?gh_jid=8568420002
EXCERPT: Senior Solutions Architect Denmark (FEQ427R299) About the Role At Databricks, we are looking for a Senior Solutions Architect to join our Nordics Hunter team. You will be the technical lead for our most strategic new engagements in the region, with the mission to establish Databricks as the main data & AI platform on Greenfield accounts. You aren't just a technical resource; you are a strategic advisor who raises the bar for how our customers build and reason through data solutions. You will thrive in rapid growth environments and high-paced customer engagements, creating structure in ambiguous situations and driving commitment from senior stakeholders even when priorities shift. Whether you come from a pre-sales background or have deep technical expertise in complex systems, your ability to manage high-level stakeholders and deliver measurable business outcomes is what will make you successful. The Impact You Will Have - Technical Strategy & Leadership: Lead the technical strategy for Greenfield accounts within the Nordics - assessing a customer's architecture and provide strategic guidance and deep technical expertise addressing problems that span multiple systems, teams, and stakeholders, from data & AI practitioners, business domains and all the way up to C-level. - Executive Advisory: Act as a trusted advisor to VP+ and BU-level leaders, driving alignment during high-tension negotiations and ensuring long-term technical commitment. - Raise the Bar: Abstract learnings from your builds into reusable patterns and guidance for the wider Databricks community, anticipating objections before they surface. - Drive Adoption: Move beyond "proof of concept" to
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TITLE: Merrill Advisor Development Program - Financial Advisor: Long Island East Market
EMPLOYER: Bank of America Corporation
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Melville/Merrill-Advisor-Development-Program---Financial-Advisor--Long-Island-East-Market_26011374
EXCERPT: Merrill Advisor Development Program - Financial Advisor: Long Island East Market 4 Locations posted: Posted 30+ Days Ago
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