wealth management integrations / austin

This Jobot Job is hosted by: Katrina McFillin
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and sending us your resume.
Salary: $95,000 – $130,000 per year

A bit about us:

We’re emerging as a disruptor in wealth management, giving advisors the platform, community, and operational support to scale efficiently, keep innovating, and deliver exceptional service to their clients.

Why join us?

We are in a state of high growth and are looking for folks who are hungry to grow and climb with us. We are passionate about the work we are doing to support advisors on their journey to independence and ultimately to be able to allow their clients to receive the best possible products and advice on the market today.

Competitive compensation
401(K)
premium health, dental, and vision fully paid for by the organization
PTO
optional plans including car insurance and legal services

Job Details

You will play a critical role in shaping how acquired RIAs transition into our operating model. This position is central to driving successful integrations that support the firm’s vision, growth strategy, and long-term scalability

You are someone with strong M&A integrations and/or business analyst experience preferably in wealth management. If you have experience in a Client Services capacity within wealth management those skills are transferrable here as well.

Interested in hearing more? Easy Apply now by clicking the “Apply” button.

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