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Associate AI Financial Planning Analyst
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
$70k-$132k/yr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience, familiarity with federal financial regulations, Series 65 (or ability to obtain within 90 days); strong analytical and communication skills; comfort with LLMs and chatbots is a plus.
AI Coach, LLMs, JIRA
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Director, Customer Engagement & Agent Platforms
Wilmington, Delaware, United States
$150k-$165k/yr HybridFull Time
8+ YOE8+ years in operations or platform management; experience owning engagement, CRM, contact center or dialer platforms and vendors; change management and intake processes; AI and automation implementation; cross-functional leadership.
Zendesk, CRM, messaging platforms, telephony, IVR, dialer, chatbots