Seeking a Senior Digital Solutions Analyst in Westlake, OH, offering a hybrid remote schedule. Drive digital solutions aligned with business goals by collaborating with various departments. Lead analysis, requirement development, and solution design....
Located in Westlake, OH, this role offers a hybrid schedule post probation. The Marketing/Lead Support Specialist manages lead support, sales activities, and data maintenance. Key tasks include Salesforce liaison, process optimization, and marketing ...
Seeking Investment Processor based in Westlake, OH with hybrid schedule eligibility. Ensure accurate completion of investment paperwork and deliver superior client service. Manage workflow, communicate effectively, and collaborate with various stakeh...
Savvy, a fintech-driven wealth management firm, seeks to hire a Principal Wealth Manager to shape the future of the industry. Operating within a dynamic environment, you'll build High Net Worth client relationships, transition books of business, and ...
Lead the Investments Team at our Westlake, OH office with possibility of hybrid remote work. Direct day-to-day operations within the call center and workflow system. Act as a subject matter expert, guiding team members in Precious Metals, Digital Cur...
As the Senior Product Manager, based in Westlake, OH, you'll lead the digital and service product line strategy. Collaborate with key stakeholders to define product vision and roadmap, ensuring seamless customer experiences. Manage market dynamics, p...
Join our Westlake, OH office with hybrid schedule flexibility. Seeking a Content Marketing Specialist to craft engaging marketing content across various platforms, collaborate with teams, utilize AI tools, implement SEO strategies, maintain brand voi...
The Data Entry/Mailroom Operations Associate ensures accurate and efficient processing of client requests. Researches account info, handles correspondence, and indexes data. Supports team members, resolves issues, and prioritizes urgent tasks. Requir...
Seeking remote Client Service Representative to offer exceptional customer experience in Westlake, OH or Sioux Falls, SD. Assist with transactions, resolve inquiries, and ensure client satisfaction. 1 year customer service experience required. High S...
Join us in Westlake, OH as the Senior Sales Enablement Manager. Lead sales support, enablement assets development, and info distribution. Collaborate with cross-functional teams, manage supervisors, optimize sales processes, and drive growth strategi...