Concurrent Jobs in United States

Wealth Advisor Transitions Specialist · Concurrent's Base Camp team is an elite, bicoastal team of talented and driven professionals who work together to achieve common goals. ...

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 ...

We are 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. ...

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

The Director of Succession & Acquisitions will serve as a strategic consultant and project manager supporting advisory firm growth, · succesion and transaction strategies within the wealth management ecosystem. ...

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. · ...

Wealth Advisor Transitions Specialist role at Concurrent involves providing support and training to advisors moving their book of business to the firm. · Collaborate with team members to ensure a seamless onboarding experience for new clients. · Answer questions and act as liaiso ...

We are seeking a highly motivated and dynamic individual to join our team as a Summer Intern. · Currently pursuing a degree in finance, economics, business, or a related field and either entering final year or semester of college, or recent graduate. · ...

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 ...

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 ...

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 ...

We are seeking an experienced Compliance Officer to manage the firm's marketing and advertising compliance program. This Director-level individual contributor role serves as the firm's subject matter expert on the SEC Marketing Rule and provides regulatory guidance to advisors, i ...

Overview · Department: Marketing · Employment Type: Full Time · Location: Tampa, FL · Compensation: $120,000 - $150,000 / year · Description · The Vice President of Advisor & Platform Marketing is responsible for defining and leading Concurrent's advisor and platform marketing st ...

A financial services company in Tampa is seeking a Vice President of Advisor & Platform Marketing. This role involves defining and leading marketing strategies to support firm growth, managing a team of marketing professionals, and ensuring compliance with industry standards. The ...

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