The Client Experience Specialist will perform a high volume of outbound calls to connect consumers with financial advisors. They are responsible for scheduling consultations, maintaining accurate CRM records, and meeting individual performance metrics.
You will work on the Web Platform team to build, scale, and migrate content management systems while collaborating with product teams and architects. Your role involves guiding technical designs, participating in Agile ceremonies, and ensuring the successful implementation of the team's roadmap.
The Senior Associate will research and produce data-driven personal finance studies and manage media outreach to secure coverage. Additionally, they will oversee digital reputation management and execute organic social media strategies across platforms like LinkedIn and X.
The Senior Manager of Advisor Marketing will develop and execute demand-generation programs to drive growth for the Advisor Marketing Platform. They will collaborate with the Marketing Operations team to manage campaigns, messaging, and advisor-facing content across multiple channels.
Develop and scale the web platform's content management architecture using both front-end and back-end services. Collaborate with product teams and architects to design and implement the technical roadmap within an Agile Scrum environment.
