Enterprise Partnerships Financial Planning

Job SummaryCultivate relationships with new and existing clients, providing ongoing advice, service, and relationship building. Support tenured Financial Advisors in servicing existing clients.Key Responsibilities:Meet with clients to discuss financial goals and develop plansResearch and recommend investment products and fundsTrade securities and manage...

Unlock Financial Freedom with PlaidWe're seeking a highly skilled Strategic Partnerships Executive to join our team at Plaid Financial. As a key member of our Growth Partnerships team, you will be responsible for building and maintaining strategic partnerships with leading financial institutions and technology companies.Key Responsibilities:Develop and...

Summer Analyst ProgramRockefeller Capital Management is seeking a Summer Analyst to join our Global Family Office Wealth Planning Center. As a member of our team, you will have the opportunity to work on complex financial planning projects, collaborate with experienced professionals, and develop a broad knowledge base in financial planning, estate and gift...

About the RoleChapter is seeking an experienced Enterprise Partnerships Leader to join our team. As a key member of our Business Development & Partnerships team, you will be responsible for rapidly growing the size and value of our portfolio of existing partnerships. Your time will be spent designing comprehensive, vertical-specific partnership growth...

Our Mission:At Pigment LLC, we're on a mission to revolutionize the way businesses achieve their financial goals. Our cutting-edge Enterprise Performance Management (EPM) platform is empowering companies to respond quickly to dynamic market factors, driving growth and success.About Us:Pigment has experienced rapid growth since its founding in 2019, becoming...

We're seeking a skilled Partnerships Account Executive to join our team at Plaid. In this role, you'll be responsible for building and maintaining relationships with our enterprise partners, driving growth and revenue through strategic partnerships.Key Responsibilities:Develop and execute partnership strategies to drive revenue growth and expansionBuild and...

About the RoleWe are seeking a highly skilled Sales & Partnerships Manager to join our team at Passionfroot. As a key member of our founding GTM team, you will play a pivotal role in scaling our enterprise and mid-market advertiser base.Key ResponsibilitiesSales and Customer Success: Onboard enterprise and mid-market advertisers, ensuring ongoing growth and...

Job DescriptionStripe is a financial infrastructure platform for businesses. Millions of companies-from the world's largest enterprises to the most ambitious startups-use Stripe to accept payments, grow their revenue, and accelerate new business opportunities.The Partnerships Strategy & Operations (PSO) team sits within the Partnerships organization and is a...

About GleanWe're on a mission to revolutionize the way companies access and utilize knowledge. At Glean, we believe that artificial intelligence will fundamentally transform the way people work, freeing them up to focus on high-level, creative tasks. Our platform is designed to bring all of a company's knowledge together, understand it at a deep level, and...

About the RoleWe are seeking a highly skilled and experienced professional to lead our Strategic Partnerships team in the Fintech Aggregators space. As a Director, you will be responsible for developing and executing strategic partnerships with key players in the industry, driving business growth and innovation.Key ResponsibilitiesLead the development of...

Job SummaryThe Senior Sales Manager for Enterprise Partnerships will be a key member of our sales team, engaging with top-tier advertisers to secure their partnerships with Extreme Reach.You will be responsible for expanding our customer base, elevating client utilization of our platform, as well as retention and growth of those accounts.Maintain...

About FigureFigure is a pioneering financial services company that's revolutionizing the industry with its cutting-edge technology platform. By leveraging its extensive network of partners and loan origination activities, Figure is poised to deliver and scale new products that enhance efficiency and transparency in the financial sector.Our team is driven by...

About FigureFigure is revolutionizing financial services with its cutting-edge technology platform, driving efficiency and transparency in the industry.By leveraging its loan origination activities and extensive network of partners, Figure is poised to deliver and scale new products that enhance the financial services landscape.Our platform fosters more...

Financial Planning and Analysis RoleThe National Financial Partners team is seeking a skilled Financial Planning and Analysis Specialist to join our regional finance team. In this role, you will be responsible for the administration and execution of the Region's Financial Planning and Analysis process.Key Responsibilities:Develop and maintain sound financial...

**Financial Planning and Analysis Specialist**We are seeking a highly skilled Financial Planning and Analysis Specialist to join our finance team at Creative Financial Staffing. In this role, you will provide critical financial analysis to support our distribution operations and strategic decision-making.**Key Responsibilities:**Analyze financial data to...

About FigureFigure is a leading financial services company that is revolutionizing the industry with its innovative technology platform. Our flagship product is the #1 non-bank HELOC in America, and we're delivering new consumer lending products and a capital markets ecosystem that maximize efficiency and transparency.We're a team of 450+ people who have...

Unlock Financial Freedom with PlaidWe're on a mission to empower financial freedom for everyone. As a Partnerships Account Executive at Plaid, you'll play a critical role in unlocking this vision by building and growing strategic partnerships with leading technology platforms.Responsibilities:Identify and pursue high-priority partner opportunities to drive...

Job SummaryWe are seeking a highly skilled Enterprise Software Engineer to join our team at Enterprise Engineering. As a Senior Java Developer, you will play a key role in building components of a fraud platform on Scala and micro-service architecture. Key Responsibilities:Collaborate with Risk and Compliance to design and implement surveillance models in a...

Job SummaryCitigroup Inc. is seeking a seasoned professional to drive the integration of financial planning processes across the organization. As a Financial Planning Integration Executive, you will be responsible for assessing existing process designs, models, data, governance, workflows, and reporting, and developing a plan to enhance areas of improvement....

Enterprise Medical Recruiting is proud to present a unique opportunity for a Hematology/Oncologist to join a thriving private oncology practice in the southern tier of upstate New York. This partnership track opportunity offers a chance to collaborate with an established group of 5 Medical/Hematology Oncologists, 6 Nurse Practitioners, and a dedicated...