2w
Save
Mark Applied
Hide
Senior Strategic Implementation Manager
Austin or Tempe
OnsiteFull Time
5+ YOE3+ MgmtBachelor's degree, 5+ years in wealth management or investment operations, 2+ years technical product/Agile experience, 3+ years leadership in program/portfolio management, Series 7/63/66 required within 2 years, Series 65 preferred.
Jira, Confluence, Azure DevOps, SAFe, Kanban, Scrum
1w
Save
Mark Applied
Hide
Implementation Specialist
New Braunfels, Texas, United States
$23-$25/hr OnsiteFull Time
Customer service/software implementation experience required; Microsoft 365 competence required; Salesforce and LCPtracker experience preferred; college degree preferred; strong communication, time management, and technical skills.
Microsoft 365, Salesforce, LCPtracker
2w
Save
Mark Applied
Hide
Senior Strategic Implementation Manager
Tempe or Austin
OnsiteFull Time
2+ YOE3+ MgmtBachelor's degree required; 2+ years technical product management and 5+ years wealth management experience preferred; 3+ years leadership in program/portfolio management; Series 7/63/66 required within 2 years; strong agile and governance experience.
Jira, Confluence, Azure DevOps
1mo
Save
Mark Applied
Hide
Assistant Controller
San Antonio, Texas, United States
$110k-$140k/yr HybridFull Time
7+ YOE3+ MgmtCPA and bachelor\u0002s in accounting/finance required; 7+ years accounting experience (3+ years loan accounting) and 3+ years managing teams; ERP and close-platform implementation experience; strong technical accounting and communication skills.
ERP, Numeric, BlackLine, FloQast