Location. Parsippany, NJ [On-Site Role]. Department. Technology. Reports to. Chief Technology Officer. Type. Full-time. About the Role. The Technology Strategy & Delivery Manager partners directly with the CTO to deliver on OnePoint BFG Wealth Partners strategic technology roadmap. This role blends operational delivery with strategic exploration — ensuring projects are executed effectively while identifying future opportunities to strengthen our ...
Job Title. Client Service Associate [On-Site Atlanta, Georgia]. Classification. nonexempt full-time employee. Description. The Operations Associate will keep the office running smoothly and will assist with overall responsibility for the day-to-day operational duties. Knowledge, Skills & Abilities. Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement. Highly Responsible and accountable, self-motiva...
Advisor Relationship Specialist [On-Site, Atlanta Georgia]. Department. Client Services. Position Overview. The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smo...
