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Concurrent

Concurrent Jobs in United States

24 jobs at Concurrent in United States

  • Work in company

    Central Operations Associate

    Concurrent

    We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. This role is based in our Tampa office and involves collaborating with advisors across the country.The ideal candidate will possess strong organizational skills, attention to detail, and ...

    Tampa

    2 weeks ago

  • Work in company

    Central Operations Associate

    Concurrent

    Department: · Operations · Employment Type: · Full Time · Location: · Dallas, TX · Compensation: · $60,000 - $90,000 / year · Description · Position Overview · We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will pla ...

    Dallas, TX

    1 week ago

  • Work in company

    Central Operations Associate

    Concurrent

    Department: · Operations · Employment Type: · Full Time · Location: · San Diego, CA · Compensation: · $60,000 - $90,000 / year · Description · Position Overview · We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will ...

    San Diego, CA

    1 week ago

  • Work in company

    Central Operations Associate

    Concurrent

    We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. · This role is based in our Tampa office and involves collaborating with a diverse group of advisors across the country. · The ideal candidate will possess strong organizational skills, ...

    San Diego

    2 weeks ago

  • Work in company

    Vice President of Accounting

    Concurrent

    Department: · Finance · Employment Type: · Full Time · Location: · Tampa, FL · Compensation: · $150,000 - $200,000 / year · Description · The Vice President of Accounting is a senior finance leader responsible for overseeing the firm's accounting function, financial reporting int ...

    Tampa, FL

    1 day ago

  • Work in company

    Technology Support Specialist

    Concurrent

    We are seeking a motivated and customer-focused Technology Support Specialist to join our team. This entry-level role is ideal for individuals looking to continue a career in IT support. · Serve as the first point of contact for employees needing IT support via phone, email, or t ...

    Tampa, FL

    1 month ago

  • Work in company

    Head of Investment Platform

    Concurrent

    Department: · Investments · Employment Type: · Full Time · Location: · Tampa, FL · Compensation: · $180,000 - $325,000 / year · Description · We are seeking a senior executive leader to architect and scale the firm's investment platform infrastructure. · The Head of Investment Pl ...

    Tampa, FL

    1 week ago

  • Work in company

    Director of Succession

    Concurrent

    The Director of Succession & Acquisitions will serve as a strategic consultant and project manager supporting advisory firm growth, succession, and transaction strategies within the wealth management ecosystem. · The individual will work cross-functionally with firm owners, inter ...

    Tampa

    2 weeks ago

  • Work in company

    Fixed Income Portfolio Manager

    Concurrent

    Department: · Investments · Employment Type: · Full Time · Location: · Tampa, FL · Compensation: · $150,000 - $250,000 / year · Description · We are seeking an experienced Fixed Income Portfolio Manager to lead the design, implementation, and oversight of taxable and municipal fi ...

    Tampa, FL

    1 week ago

  • Work in company

    Central Operations Associate

    Concurrent

    Department: Operations · Employment Type: Full Time · Location: Dallas, TX · Compensation: $60,000 - $90,000 / year · Description · Position Overview · We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play a pivo ...

    Dallas

    2 weeks ago

  • Work in company

    Director, Advisor

    Concurrent

    The Director Advisor & Platform Marketing is responsible for the day-to-day execution and operational management of Concurrent's advisor marketing programs and platform marketing initiatives. · This role partners closely with Investments Planning Operations Retirement Services Te ...

    Tampa

    1 month ago

  • Work in company

    Compliance Officer

    Concurrent

    We are seeking an experienced Compliance Officer to manage the firm's marketing and advertising compliance program. · ...

    Tampa, FL

    1 month ago

  • Work in company

    Vice President, Advisor

    Concurrent

    +The Vice President of Advisor & Platform Marketing is responsible for defining and leading Concurrent's advisor and platform marketing strategy operating model service delivery. · + · + ...

    Tampa, FL

    1 month ago

  • Work in company

    Project Manager

    Concurrent

    We're building something powerful. Let's build it together. · We've delivered high-performance embedded computing solutions for four decades across industries including defence, telecoms, and aerospace. We're proud to be experts in what we do and are looking for more brilliant pe ...

    Brea

    1 hour ago

  • Work in company

    Director, Advisor

    Concurrent

    The Director, Advisor & Platform Marketing is responsible for the day-to-day execution and operational management of Concurrent's advisor marketing programs and platform marketing initiatives. · This role partners closely with Investments, Planning, Operations, Retirement Service ...

    Tampa, FL

    1 month ago

  • Work in company

    Wealth Advisor Transitions Specialist

    Concurrent

    +Wealth Advisor Transitions Specialist role involves providing support and training to advisors moving their book of business to Concurrent. You will collaborate with your team to ensure a seamless onboarding experience for new clients. · +-Coordinate client onboarding · -Provide ...

    Tampa

    2 weeks ago

  • Work in company

    Vice President, Advisor

    Concurrent

    The Vice President of Advisor & Platform Marketing is responsible for defining and leading Concurrent's advisor and platform marketing strategy operating model service delivery. · This role establishes how marketing supports advisors business units firm growth ensuring marketing ...

    Tampa

    1 month ago

  • Work in company

    Central Operations Associate

    Concurrent

    Department: · Operations · Employment Type: · Full Time · Location: · Tampa, FL · Compensation: · $60,000 - $90,000 / year · Description · Position Overview · We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play ...

    Tampa, FL

    2 weeks ago

  • Work in company

    Technology Support Specialist

    Concurrent

    We are seeking a motivated and customer-focused Technology Support · Specialist to join our team.This entry-level role is ideal for individuals looking to continue a career in IT support. · ...

    Tampa

    1 month ago

  • Work in company

    Vice President of Accounting

    Concurrent

    Department: Finance · Employment Type: Full Time · Location: Tampa, FL · Compensation: $150,000 - $200,000 / year · Description · The Vice President of Accounting is a senior finance leader responsible for overseeing the firm's accounting function, financial reporting integrity, ...

    Tampa

    2 days ago