Equity Trust Company Jobs in United States

The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needs. · Responsibilities & Duties · Follows the guidelines set forth in the Equity Trust Service Philosophy. · Provides inbound and outbound call s ...

The Software Architect - Platform Team role is critical to enabling rapid, scalable delivery across Equity Trust's products.Focuses on designing and implementing reusable architectural patterns, · establishing technical standards, · and accelerating development velocity for deliv ...

This position manages and advances our multi-channel content marketing strategy across digital and traditional channels. · Lead the development and execution of Equity Trust's content marketing strategy. · Manage and mentor a team of content professionals. · ...

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the training period (2 days remote) · JOB OVERVIEW · The Senior Digital Solutions Analyst is responsible for continuous exploration, analysis, and deployment of digital solutions th ...

This position reports to our Westlake office and is responsible for expanding our Private Client Group business. · The Account Executive II plays a pivotal role in guiding prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust ...

Equity Trust is in search of a Business Development Associate for our sales team. We are looking for an entrepreneurial self-starter who gets excited about APIs, platform integrations, and fintech partnerships. · ...

This position is based out of our Fort Myers office and is eligible for a hybrid schedule after successful completion of the probationary period.The Client Services Associate services and guides existing clients through processes related to completing self-directed investments. · ...

The Junior Software Engineer works as part of an agile delivery team alongside senior developers, product owners, and business stakeholders to deliver software solutions in iterative sprints. · Develops and maintains financial applications (web and windows) under guidance of seni ...

This position is based out of our Westlake office and is eligible for a hybrid schedule after training. · We are looking for an entrepreneurial self-starter who gets excited about APIs, platform integrations, and fintech partnerships. · ...

The Scrum Master plays a key role in facilitating agile delivery for cross-functional teams as part of our multi-year digital transformation. · Facilitates sprint planning, daily standups, sprint reviews, and retrospectives. · Leads backlog refinement sessions in partnership with ...

About the Job · This position services existing clients through processes related to completing self-directed investments. · Manages client and vendor correspondence (incoming calls, emails, chats) · Answers client and vendor questions regarding financial transactions · ...

Account Executive II · Expand Private Client Group business by serving as a trusted financial professional guiding prospects and clients with consultative perspective driving revenue growth championing Equity Trust's value proposition flexibility service excellence technology-dri ...

The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. Strives to improve client satisfaction, enhance and expand client relationships and provides additional ...

This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video · As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers: · - Medical, Dental and Vision coverage first of the month fo ...

*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video · If you are interested in applying for this job, please make sure you meet the following requirements as listed below. · Join the Equity Trust Sales team ...

The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers and file maintenance requests accurately, efficiently and in accordance with documented processes and procedures. · ...

*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video · If you are interested in applying for this job, please make sure you meet the following requirements as listed below. · Join the Equity Trust Sales team ...

Job Title: Salesforce Administrator · The Equity Trust Company seeks a skilled Salesforce Administrator to continually improve and enhance its Salesforce platform for internal and external clients. · ...

This position will have a hybrid schedule after training and can be based out of our Westlake - OH, Sioux Falls - SD or Fort Myers - FL office. · ...

The Supervisor, Operations - Account Services & Transfers leads, develops, and manages the Account Services and Transfer team, ensuring superior client support through efficient account establishment, · file maintenance, and asset transfer processes. · Leads the Account Services ...