Human Interest

Account Manager

• Seeking a Business Development Partner Manager to join our Partnership team.
• Focus on accelerating commercial outcomes by cultivating and expanding deep relationships with the largest accounting firms in North America.
• Turn complex partner engagements into measurable business impact through thoughtful planning, precise execution, and cross-functional alignment.

National Accountant, Partnership Manager

• Coach and mentor a team of Partner Account Managers to achieve and excel revenue goals
• Recruit and retain Partner Account Managers by hiring for required skills and competencies, while coaching sales and implementation processes
• Manage the end-to-end sales process and forecast sales
• Drive a culture of accountability while having fun in the process
• Travel within your region and nationally to participate in field rides with individual team members, and attend meetings that include sales conferences, trade shows, and partnership huddles.

Regional Director, Partner Account Manager – Great Lakes Territory

Director

• Coach and mentor a team of Account Executives to achieve and excel revenue goals
• Recruit and retain Account Executives by hiring for required skills and competencies, while coaching sales and implementation processes
• Manage the end-to-end sales process and forecast sales
• Drive a culture of accountability while having fun in the process
• Travel within your region and nationally to participate in field rides with individual team members, and attend meetings that include sales conferences, trade shows, and partnership huddles.

Regional Director, AE – New England

Regional Director, AE – Mtn West

Regional Director, AE – North Central

Regional Director, Partner Account Manager – Southeast Territory

Regional Director, AE – Great Lakes

Regional Director, AE – Pacific NW

Regional Director, Partner Account Manager

• Build, develop, and sustain strong relationships with key broker-dealer partners.
• Serve as the primary point of contact for all broker-dealer inquiries, issues, and escalations.
• Proactively engage with partners to understand their needs, address concerns, and ensure satisfaction with products and services.
• Manage the overall partnership lifecycle, from onboarding, activation through ongoing day-to-day account management.
• Identify opportunities for expanding existing relationships, advancing partnership opportunities in real time and increasing revenue generation.
• Collaborate with internal teams (sales, marketing, compliance, legal, and operations) to develop tailored and mutually beneficial growth solutions and business initiatives.
• Contribute to the creation and execution of strategic business development plans aimed at increasing market share and strengthening partnerships.
• Ensure smooth operational processes between the company and broker-dealers, including daily reporting, mutual customer SLA’s, advisor compensation, sponsorship/corporate events and programs, and compliance matters.
• Work closely with internal departments to monitor the performance and efficiency of broker-dealer relationships and resolve operational issues as they arise.
• Provide ongoing training and resources internally and externally to broker-dealer partners on product offerings, processes, and compliance requirements.
• Monitor and ensure adherence to regulatory requirements, industry best practices, and internal policies.
• Stay up-to-date with industry trends, regulatory changes, and market dynamics that may impact broker-dealer relationships.
• Work with compliance teams to address potential risks and ensure that broker-dealer relationships remain fully compliant with all applicable laws and regulations.
• Track and report on key performance metrics for broker-dealer relationships, including lead volumes, revenue, SFDC and operational efficiency.
• Prepare regular reports and presentations for senior management on the status and progress of broker-dealer partnerships (monthly and quarterly internally and externally).
• Analyze data to identify areas for process improvements, cost reductions, or enhanced partnership regional opportunities.

Relationship Manager, Broker Dealers – National Partnership Team

Technical Program Manager

• Collaborate closely with design, product management, and engineering to drive planning and execution across teams
• Identify and mitigate risks to execution by clarifying scope, removing blockers, and ensuring efficient communication between appropriate stakeholders
• Support and amplify teams by creating schedules, setting goals, and identifying milestones to ensure success at the individual project and team portfolio level
• Maintain team-level bookkeeping to ensure consistently efficient sprint-level operation
• Track and report progress of projects and goals in audience-appropriate ways
• Support the rhythm of the business by creating, driving and optimizing processes related to planning, execution and reporting
• Ensure longer-term strategic activities such as roadmap planning, resourcing, and cost management are successfully completed by teams
• Identify opportunities for increased efficiencies and impact
• Uphold a culture of focus, delivery, and accountability across the organization

Senior Technical Program Manager, Money Movement

Recruitment

• Own the end-to-end interview lifecycle for the Talent Acquisition team, managing complex, multi-time zone calendars with speed and precision.
• Act as a power user for Greenhouse, ensuring all requisitions, candidate stages, templates, and interview plans are updated, compliant, and optimized for data reporting.
• Support the rollout and maintenance of recruiting tools (e.g., BrightHire, LinkedIn Recruiter) and maintain a "Systems Playbook" that documents standard operating procedures to ensure team-wide consistency.
• Identify bottlenecks in the hiring funnel and propose operational solutions to improve hiring velocity.
• Own the "Pre-Hire to Hire" journey, managing the seamless hand-off from Greenhouse to Workday. This includes ensuring 100% data accuracy for new hire profiles and headcount tracking across both platforms.
• Lead the I-9 verification process and conduct regular audits of employee digital files to ensure we are always audit-ready.
• Partner with stakeholders in IT, L&D, and Facilities to ensure a flawless "hand-off" from the recruiting stage to the first day of onboarding.
• Serve as the first point of contact for employee inquiries, managing Tier 1 People Team tickets with a focus on accuracy and timely resolution.
• Oversee the employee referral program, tracking eligibility and coordinating with Payroll to ensure timely and accurate bonus payouts.

Recruiting – People Operations Associate

• Technical security orchestration: Partner with Security Engineering, Risk, Product, and Infrastructure teams to bake security and compliance "into the kiln" rather than painting it on at the end.
• Help design risk solutions: Dive deep into the security stack to not only identify execution blockers but actively architect the technical solutions to implement them.
• Help architect our security mission: Define the technical milestones for high-stakes initiatives like Zero Trust and IAM overhauls, translating a broad vision into a precise execution roadmap.
• Drive high-velocity operations: Lead agile security sprints that harmonize vulnerability remediation and threat detection with feature development, ensuring security moves at the speed of innovation.
• Optimize the "rhythm of the business" by automating manual GRC workflows, eliminating manual friction and moving us toward Compliance as Code.
• Translate telemetry into narrative: Distill complex security data and telemetry into compelling risk narratives for leadership while maintaining high-fidelity technical depth for engineers.
• Optimize the defensive roadmap: Command long-term strategic planning by aligning cloud infrastructure costs and security tooling with the company’s overarching defensive goals.
• Cultivate organizational excellence: Uphold a relentless culture of focus and accountability, identifying systemic inefficiencies and driving impact through superior tooling and process engineering.

Senior Technical Program Manager

Security Engineer

• Build practical controls to improve the effectiveness and robustness of our engineering team
• Foster a DevSecOps culture through education, automation, and tooling.
• Secure our SDLC process through automation
• Implement checks in pipeline
• Perform security reviews of application code
• Take part in team on call rotation for security events and monitoring alerts
• Advocate and educate security best practices
• Create tooling and automation to efficiently respond to security events
• Partner with stakeholders to respond and mitigate security threats

Security Engineer II

Accountant

• Own and maintain the controls and procedures for proper revenue recognition, playing a key role in month end close activities, including preparing journal entries with supporting schedules, reconciling accounts, and analyzing data into insightful financial narratives.
• Be the SME for AUM revenue, bridging the gap between data, operations, and technical GAAP compliance. Including, providing assistance to internal stakeholders regarding assessment and collection issues to resolution.
• Be a pioneer and support AI enabled process and system improvements to streamline revenue tasks to shorten our close cycle while maintaining completeness and accuracy.
• Act as a strategic partner to FP&A, providing the data-driven insights that steer company-wide financial decisions and modeling. Including, identifying and resolving issues and finding ways to prevent them going forward.
• Ensure audit-ready documentation and serve as the primary contact for external auditors on AUM-related inquiries.