Alternative Investments, Product Owner, Client and Advisor Experiences - New York, NY, United States

We're looking for an operationally strong, · customer-obsessed professional to join our Advisor Success team. As an Advisor Experience Manager, · you'll partner closely with financial advisors and cross-functional teams to ensure advisors have the · support, training and tools th ...

Wealth management company Savvy Wealth is looking for an Experience Manager to join their early-stage team in New York. The ideal candidate will have 5+ years of experience in wealth management operations, client service, or advisor support. · ...

We're looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. · Partner with the Head of Advisor Success to drive advisor engagement and satisfaction. · Drive key advisor-facing KPIs including platform adoption and retention. · ...

About Savvy Wealth: · Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration.Savvy is changing that. We're building the most advisor-centric platform in wealth management: a digital-first solution that modernize ...

We're looking for an operationally strong, customer-obsessed professional to join our Advisor Success team. · ...

The People Services Advisor plays a key role in delivering efficient, scalable, and employee-centric People services to our employees across the UK, US, Europe and Bermuda. · Responsible for handling and resolving all queries, requests and issues in relation to Global HR and empl ...

Retro Fitness Church Avenue is seeking a highly motivated and personable Membership Experience Advisor to join our team. · Promote and sell memberships, retail items, and other services to meet sales targets. · ...

We are early in our product solution journey and passionate about transforming the advisor and client experiences. · Product Management Skills: Demonstrated understanding of product management and building software products from conception to launch. · Technical Knowledge and Int ...

The Experience Advisor serves as the Ombudsman for patients and family members through the consistent application of patient rights and compliance with regulatory, federal and state guidelines. · This position tracks, trends, analyzes, reports, and presents qualitative and quanti ...

The Experience Advisor serves as the Ombudsman for patients and family members through the consistent application of patient rights and compliance with regulatory, federal and state guidelines. · This position tracks, trends, analyzes, reports, and presents qualitative and quanti ...

Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. · ...

We are early in our product solution journey and passionate about transforming the advisor and client experiences... · ...

We are currently seeking a self-motivated SERVICE EXPERIENCE ADVISOR starting at $17.00/hour base pay with productivity incentives to increase hourly rates up to $19.50-$35. · This front-line role blends basic technical understanding with strong interpersonal skills to guide cust ...

We are looking for a creative experienced and hands-on professional to be the primary point of contact with our customers and be the ambassador of Polestars premium brand experience. · We challenge conventions and we challenge ourselves for the purpose of innovation. · We believe ...

We are looking for a User Experience Design Advisor who thrives at the intersection of technology, creativity and customer impact. · Responsibilities include designing dynamic personalized and data-driven communications using CDP and CMS technologies, · partnering with product ma ...

We are looking for a User Experience Design Advisor who thrives at the intersection of technology, creativity, and customer impact to help shape how customers experience our communications turning complex data into clear engaging and personalized messages at scale. · Design build ...

We are searching for a detail-oriented, · organized and compassionate Temporary Administrative Assistant to join our Consumer Advocacy team.Assist with scheduling · meetings, preparing agendas · and taking meeting notes. · Organize · and maintain digital and physical files. · ...

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel. · Savvy is changing that. ...

We are hiring a Head of Advisor Partnerships to build the advisor channel from the ground up and make Basic Capital the platform that modern advisors choose when their clients want something better. · We have built a radically modern 401(k) experience that gives people more acces ...

The Advisor Support Specialist is the dedicated operational partner to a Financial Advisor, · responsible for the seamless execution of the Advisor's daily practice and the elevation of their clients' experience. · ...