Spark Advisors jobs

Wealth Management Advisor - OH, Cleveland (3077) UNITED STATES-OH-Cleveland

Strategic Enterprise Account Executive, Financial Services Boston, Massachusetts; Remote - New York SLSQ127R619 As a Strategic Enterprise Account Executive at Databricks, you are a strategic sales professional experienced in selling into Financial Services accounts. 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 its value to Customers and System Integrators. Always looking for new opportunities, you will be asked to grow within existing accounts. Along with the chance to close an exciting deal, we also offer accelerators above 100% quota attainment. The impact you will have: - Meet with CIOs, IT executives, LOB executives, Program Managers, and other important partners - Close both new accounts and existing accounts - Identify and close quick, small wins while managing longer, complex sales cycles - Exceed activity, pipeline, and revenue targets - Track all customer details including use case, purchase time frames, next steps, and forecasting in Salesforce - Use a solution-based approach to selling and creating value for customers - Promote Databricks' enterprise cloud data platform powered by Apache Spark™ - Ensure 100% satisfaction among all customers - Prioritize opportunities and applying appropriate resources - Build a plan for success internally at Databricks and externally with your accounts What we look for: - You have previously worked in an early stage company and you know how to navigate and be successful - Field sales experience within big data,

Float Client Relationship Consultant 4 (Banker) - Reno-Sparks Area Sparks, NV, United States Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit a...

Picker/Packer Sparks - Nevada posted: Posted 30+ Days Ago

Director of Business Development Remote Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can't easily access today through beautiful, scalable, and easy-to-use technology. Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company. Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup-backed by the support and stability of a Fortune 500 company. About You With a passion for sales, finance and technology, you are looking to join a collaborative sales team within a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple work streams in parallel while continuously prioritizing what's most important. You are a high-output, self-motivated self-starter, able to learn fast and execute while also thriving within a collaborative, team oriented environment. You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of joining our sales team. You will be able to seamlessly own and maintain existing relationships with existing Flourish clients, while also being ready to build new relationships with a

Pick/Packer Sparks - Nevada posted: Posted 2 Days Ago

Senior Retirement Advisor - The Baldwin Group Financial Services 5 Locations The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You'll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a consultative, solutions-focused environment. PRIMARY RESPONSIBILITIES: Gathers information on employer-sponsored retirement plans and develops tailored recommendations for prospective plan sponsor clients; presents proposals in a professional manner by reviewing plan design, investment menus, fees, and services in detail to ensure understanding. Communicates with clients, prospects, recordkeepers, TPAs, insurance company partners, and internal service teams in an articulate and effective manner to advance retirement plan opportunities and strengthen relationships. Finalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief

Director, Partnerships San Francisco, 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. About Hazel Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base. Hazel

Pick/Packer Sparks - Nevada posted: Posted 30+ Days Ago

Senior HR Communications Partner Sparks, MD, US; Milford, MA, US Overview The Global Communications team is seeking a Senior HR Communications Partner to develop and execute strategic HR communication programs and campaigns that inspire, engage, inform, and align our global workforce throughout this critical period of integration and transformation. This role will be instrumental in shaping the employee experience across key moments that matter by designing cohesive, human-centered communication journeys across HR programs as we unite our talent, capabilities, and culture. We are looking for someone who can think strategically, craft compelling narratives around complex people programs, and is not afraid to roll up their sleeves and execute the plan. The successful candidate will be collegial, data-driven, and business-minded, with proven experience in employee and HR communications and the demonstrated ability to provide valuable, results-oriented counsel to internal stakeholders at all levels. If you are a creative thinker and writer who thrives "outside of the box" and a self-starter who is unafraid of iteration and learning, we want to hear from you. This role reports into the Head of Employee Communications and will be embedded with the HR Leadership Team. Responsibilities Strategic HR Communications Serve as a trusted advisor to HR leadership, providing strategic counsel on how communication can shape and enable HR programs, decisions, and employee experience. Develop and execute multi-channel communication strategies for key HR prog

Staff Backline Engineer (Spark) Bengaluru, India (P-1474) At Databricks, we are passionate about enabling Data & AI teams to solve the world's toughest problems - from making the next mode of transportation a reality to accelerating the development of medical breakthroughs. We do this by building and running the world's best data and AI infrastructure platform so our customers can use deep data insights to improve their business. Founded by engineers, we leap at every opportunity to tackle technical challenges, from designing next-gen UI/UX for data interaction to scaling our services and infrastructure across millions of virtual machines. And we're only getting started. About the Team: The Backline Engineering Team serves as the critical bridge between Frontline Support and Engineering. We handle complex technical issues and escalations across the Data and AI ecosystem. With a strong focus on customer success, we are committed to delivering exceptional customer satisfaction by providing deep technical expertise, proactive issue resolution, and continuous platform improvements. We emphasise automation and tooling to enhance troubleshooting efficiency, reduce manual efforts, and improve the overall supportability of the platform and the health of our products. By developing smart solutions and streamlining workflows, we drive operational excellence and ensure a delightful experience for both customers and internal teams. What your impact will be: - Deep Dive Troubleshooting : Conduct deep-dive forensics into Spark core internals and the broader Databricks Data and AI ecosystem to resolve high-priority architectural failures and complex system anomalies. - Root Cause Analysis : Perform advanced code-level

Packer ACD Sparks NV posted: Posted 30+ Days Ago

Client Manager, Retirement Plans - The Baldwin Group Financial Services Irvine, California, US The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for an Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Job Description PRIMARY RESPONSIBILTIES: Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines Update and generate weekly reports utilizing the CRM and MS Office Maintain/update CRM and Department tracking sheets on a real time basis Data gathering for surveys Offer additional support in facilitating RFP's from various vendors through the RPAG system Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction Special projects as needed EDUCATION AND EXPERIENCE: Bachelor's Degree preferred. 2-4 years of working experience in customer service in the financial services industry or analytical role preferred. Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills. Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire. SKILLS AND ABILITIES: Excellent customer services skills. Extremely detail oriented, exceptional

Bulk Receiver Sparks - Nevada posted: Posted 30+ Days Ago

Backend Engineer New York | San Francisco | Remote ABOUT US The financial advisory industry is a $80T market in the US, but has seen little technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems. Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations. We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We're an experienced team of start-up operators with deep roots in both tech and advisory. You can learn more about us on our website https://www.oneadvisory.co/. ROLE DETAILS ROLE OVERVIEW: We're looking for a backend engineer to help build and scale our integration infrastructure. You'll work closely with our staff backend engineer to tackle complex problems in data mapping, syncing, and platform reliability while expanding our integration capabilities across the wealth tech ecosystem. WHERE YOU'LL MAKE AN IMPACT: - Build and maintain integrations with third-party financial

Cashiering Support Associate Westlake, TX 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 Cashiering team's mission is to ensure accurate, timely movement of funds across customer brokerage and retirement accounts while delivering a compliant, high-quality client experience. As a Cashiering Specialist, you will own high-volume cashiering workflows-from ACH and wires to checks and transfers-serving as a key operational link between advisors, clients, custodians, and internal partners. This role is based in our Chicago, IL, Clearwater, FL, or Westlake, TX office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do You

Customer Experience Associate, Pathway Westlake, TX 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 CXR Pathway Program serves as an entry point for diverse talent to build a career in financial services! The program is designed to help you build foundational knowledge and gain confidence to attain the required FINRA SIE, Series 7, and Series 63 licenses to become a registered broker alongside your cohort. We demonstrate strong customer focus across a wide range of needs, from simple to complex, via chat, email, and phone channels. As a member of this team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your job is not only to help our customers, but to help

Shipping Representative Sparks - Nevada posted: Posted 30+ Days Ago

Technical Lead, Spark 4 Locations posted: Posted Yesterday

Enterprise Account Executive - Financial Services New York City, New York; Philadelphia, Pennsylvania; Remote - Virginia; Remote - Washington D.C. SLSQ227R584 As an Enterprise Account Executive at Databricks, you are a strategic sales professional experienced in selling into Financial Services accounts. 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 its value to Customers and System Integrators. Always looking for new opportunities, you will be asked to grow within existing accounts. Along with the chance to close an exciting deal, we also offer accelerators above 100% quota attainment. The impact you will have: - Meet with CIOs, IT executives, LOB executives, Program Managers, and other important partners - Close both new accounts and existing accounts - Identify and close quick, small wins while managing longer, complex sales cycles - Exceed activity, pipeline, and revenue targets - Track all customer details including use case, purchase time frames, next steps, and forecasting in Salesforce - Use a solution-based approach to selling and creating value for customers - Promote Databricks' enterprise cloud data platform powered by Apache Spark™ - Ensure 100% satisfaction among all customers - Prioritize opportunities and applying appropriate resources - Build a plan for success internally at Databricks and externally with your accounts What we look for: - You have previously worked in an early stage company and you know how to navigate and be successful

Advisor Consultant, Broker Dealer, Mid West Remote / Home Office - Indiana Summary The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Indiana, Illinois (x-Chicago Metro), and Milwaukee. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. Responsibilities Lead and develop the Mid West territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs Develop and implement a business plan for the territory using activity-oriented goal objectives to guide day-to-day priorities and track progress against goals; make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients Maintain a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in concert with Client Advisory Specialists and Analysts Exhibit a strong business acumen and executive sales presence to influence decision-makers Maintain all activity information in Neuberger Berman CRM database Work with internal partners, including Client Advisory Specialists/Analysts, Alternative Specialists, ETF Strategists, and other members of

Operations Manager Sparks - Nevada posted: Posted 30+ Days Ago

Senior Talent Advisor Senior Talent Advisor

Service Center Supervisor Sparks posted: Posted 29 Days Ago