You will own the strategy and roadmap for the enterprise SaaS platform, focusing on data, AI, compliance, and global integrations. You will collaborate with engineering and data teams to drive initiatives from discovery through delivery while managing complex client and regulatory requirements.
You will design and build scalable backend services and data systems to support an enterprise-grade SaaS platform. Additionally, you will manage cloud infrastructure and collaborate with cross-functional teams to drive engineering efficiency and product development.
Provide one-on-one financial guidance to employees via video, chat, and email regarding topics like budgeting, retirement, and equity compensation. Collaborate with internal teams to develop content and support employer partners during open enrollment periods.
The role involves building and maintaining strategic partnerships with benefits consultants and brokers to drive business growth. You will also collaborate with internal sales and product teams to educate the consultant community and source new client leads.
The Senior Manager of Client Implementation will lead the onboarding and integration process for new partners to ensure successful program adoption. This role involves managing client relationships, driving project execution, and collaborating across teams to deliver high-quality implementation outcomes.
The Global Financial Content Writer will create and maintain high-quality, accessible financial education content for a global audience. This involves collaborating with the content team to ensure accuracy, local relevance, and alignment with editorial standards.
Provide one-on-one financial guidance to employees via video, chat, and email on topics such as budgeting and retirement. Collaborate with internal teams to develop content and support employer partners during open enrollment periods.
Provide one-on-one financial guidance to employees via video, chat, and email regarding budgeting, retirement, and equity compensation. Collaborate with internal teams to develop content and lead engagement initiatives for employer partners.
Provide one-on-one financial guidance to employees via video, chat, and email regarding budgeting, retirement, and equity compensation. Collaborate with internal teams to develop content and support employer partners during open enrollment periods.
Lead and coordinate end-to-end RFI and RFP responses to drive company revenue and secure new business. Collaborate with cross-functional teams including sales, marketing, and product to ensure accurate and persuasive proposal content.
The Planner Operations Associate will manage communication channels, audits, and recordkeeping for a global team of financial experts. They will also support onboarding processes, monitor call schedules, and maintain operational documentation to ensure seamless service delivery.
Provide expert financial guidance to clients on topics including equity compensation, retirement, and tax planning through remote consultations. Collaborate with internal teams to develop educational content and lead engagement campaigns for employer partners.
Provide unbiased, holistic financial guidance to employees in the Nordic region via remote communication channels. Collaborate with the content team to adapt financial planning methodologies and create educational materials for the digital platform.
Provide unbiased, holistic financial guidance to employees in the Nordic region via digital channels. Collaborate with the content team to adapt financial planning methodologies and create educational materials for the digital platform.
Provide unbiased, holistic financial guidance to employees in the Nordic region via digital channels. Collaborate with content teams to adapt financial planning methodologies and lead engagement campaigns like webinars.
Provide unbiased, holistic financial guidance to employees in the Nordic region via digital channels. Collaborate with the content team to adapt financial planning methodologies and lead engagement campaigns like webinars.
Provide unbiased, holistic financial guidance to employees in Israel via digital channels. Collaborate with the content team to adapt financial planning methodologies and lead engagement campaigns like webinars.
Design and ship AI-powered features and scalable full-stack systems to help users achieve financial goals. Collaborate with Product and Design teams to resolve ambiguity and lead projects from concept to delivery.
Generate new business by identifying decision-makers and executing multi-touch outreach sequences via cold calls, emails, and LinkedIn. Book qualified meetings for Account Executives and maintain accurate records within HubSpot.
Lead the performance marketing organization to drive pipeline generation, demand generation, and revenue-focused campaign execution. Oversee marketing operations, analytics, and a growing team to optimize acquisition strategies and funnel efficiency.
Provide unbiased, holistic financial and tax guidance to employees via video, chat, and email. Collaborate with content teams to create educational materials and lead engagement campaigns for employer partners.
