CX Institutional LLC Jobs in United States

Purpose:  · The Platform Operations Analyst will become a subject matter expert on internal portfolio management system functionality and use, including auditing and execution of trades across the firm's multi-custodial platform, custom reporting, reconciliation / auditing, billi ...

· Purpose: · Strategically and proactively sources passive and active candidates to build and maintain quality talent pipelines for current and future workforce needs. Understands the Ideal Candidate Profiles to effectively leverage appropriate sources and channels. Builds and m ...

The Business Systems Administrator is responsible for administering, optimizing, and supporting the organization's core business platforms, with primary responsibility being Salesforce Financial Services Cloud (FSC), Orion Advisor Solutions, and other systems as assigned. Salesfo ...

Position: Partner Integration Associate · Pay: 17/hourly · Uncapped Bonus: $200 per qualifying call · Hours: Set your own schedule | 15-29 hours per week | Monday - Friday from 9am - 5pm Eastern Time · Location: In Office in Auburn, IN or Plano, TX · Purpose: · The Partner Integr ...

Purpose: · The Marketing Operations Specialist is responsible for the coordination and execution of the marketing department's strategic initiatives and projects. Working directly with the Marketing Operations Manager, the Marketing Operations Specialist monitors, tracks, and ens ...

· Purpose:  · The Partner Integration Internal is responsible for supporting sales growth goals by partnering with the Partner Integration sales team to call, develop, and maintain relationships with financial advisors. This role focuses on proactive outbound sales activity with ...

Purpose:  · The Marketing Operations Specialist is responsible for the coordination and execution of the marketing department's strategic initiatives and projects. Working directly with the Marketing Operations Manager, the Marketing Operations Specialist monitors, tracks, and en ...

The Partner Integration Internal is responsible for supporting sales growth goals by partnering with the Partner Integration sales team to call and develop relationships with financial advisors. · ...

· <--StartFragment-->CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financia ...

· <--StartFragment-->CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financia ...

· Purpose: · Strategically and proactively sources passive and active candidates to build and maintain quality talent pipelines for current and future workforce needs. Understands the Ideal Candidate Profiles to effectively leverage appropriate sources and channels. Builds and m ...

Position: Partner Integration Associate Pay: 17/hourly · Uncapped Bonus: $200 per qualifying call · Hours: Set your own schedule | 15-29 hours per week | Monday - Friday from 9am - 5pm Eastern Time  · Location: In Office in Auburn, IN or Plano, TX · Purpose:The Partner Integrati ...

· The Business Systems Administrator is responsible for administering, optimizing, and supporting the organization's core business platforms, with primary responsibility being Salesforce Financial Services Cloud (FSC), Orion Advisor Solutions, and other systems as assigned. Sale ...

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investm ...

· Purpose: · The Relationship and Client Support Manager leads the client support and audit team and acts as a liaison between the client-facing advisory teams and the platform operations team.  The client support and audit team is responsible for ensuring the timely and accurat ...

· The Business Systems Administrator is responsible for administering, optimizing, and supporting the organization's core business platforms, with primary responsibility being Salesforce Financial Services Cloud (FSC), Orion Advisor Solutions, and other systems as assigned. Sale ...

· Purpose: · The Partner Integration Relationship Manager is responsible for successful growth initiatives through Credent's Partner Integration business model. This role services as the dedicated point of contact, guiding firms through the entire process, ensuring well planned ...

Purpose: · The Relationship and Client Support Manager leads the client support and audit team and acts as a liaison between the client-facing advisory teams and the platform operations team. The client support and audit team is responsible for ensuring the timely and accurate cr ...

Purpose: · The Human Resources Generalist is responsible for supporting day-to-day HR operations and delivering comprehensive HR services across the organization. This role serves as a key partner to employees and leaders, ensuring effective implementation of HR policies, program ...

· Purpose: · The Human Resources Generalist is responsible for supporting day-to-day HR operations and delivering comprehensive HR services across the organization. This role serves as a key partner to employees and leaders, ensuring effective implementation of HR policies, prog ...