Advisory Solutions Architect Jobs

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary To carry out all functions necessary in providing exceptional customer service, suggesting products to customers and merchandising in the beauty department. To carry out all beauty-related duties delegated by the Store Manager. Responsibilities: Must have the ability to perform the following tasks: Customer Service/Sales Building Greet all customers who enter the beauty department Develop relationships with customers to promote repeat customers and build sales Assist customers with questions, problems and complaints Maintain knowledge of specific vendor products and services to assist customers in selecting the product that best meets their needs Suggest additional products and services to customers Obtain all communication relative to the department from Store Manager Provide personalized service and build relationships with customers during their store visits and through subsequent follow-up contact Put up the delivery in the cosmetic department Work all overstock and basic/regularly carried pre-packs to homes prior to ordering Order product for seasonal times of the year Complete planograms and updates, ensuring correct planogram size/version Required Qualifications Ability to meet or exceed sales, as well as custo

About Clutch: We’re on a mission to reinvent the way people buy, sell, and own cars. Are you game? Clutch is Canada’s largest online used car retailer, delivering a seamless, hassle-free car-buying experience to drivers everywhere. Customers can browse hundreds of cars from the comfort of their home, get the right one delivered to their door, and enjoy peace of mind with our 10-Day Money-Back Guarantee… and that’s just the beginning. Named five years in a row to the Globe & Mail’s list of the Top Growing Companies in Canada and also awarded spots on Deloitte’s Technology Fast 50™ and Fast 500™ lists, we’re looking to add curious, hard-working, and driven individuals to our growing team. Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, British Columbia, and Prince Edward Island. Clutch is backed by a number of world-class investors, including D1 Capital, Canaan, Real Ventures, BrandProject, and Upper90. To learn more, visit clutch.ca . About the role: We are on a mission to build a world-class team that drives innovation, growth, and excellence. As we scale rapidly, we are looking for a Retail Advisor to be the face of our company at our first retail location in Bayshore Mall, Ottawa ! Since our entire car-buying process is online, you’ll be the first Clutch employee our customers meet when they pick up or sell their vehicle. You'll have the freedom to go above and beyond to make sure every customer has a great, unique experience in this dynamic customer and transportation role. What you’ll do: Delivering a uniquely special experience to each and every one of our customers. A major part of this job is having exceptional customer service skills, where you’ll be the face of the company in addressing customer needs,resolving issues, and ensuring satisfaction at every touchpoint throughout their appointment Need a sharp eye for detail as you inspect vehicles, carefully assessing

At Dscout, we’re building the most flexible and powerful UX research platform on the market—trusted by the world’s top brands in finance (JP Morgan Chase, Intuit, Charles Schwab, PayPal), healthcare (Aya, Headspace), consumer goods (Keen, Verizon, Target, Northface), and tech (Google, Amazon, Facebook, Meta, Spotify, AirBnB). Our tools help teams deeply understand the humans behind their products, so they can build better ones. We are expanding our smart and driven team and would love for you to join us. We are looking for a Research Advisor to join our growing Customer Experience and Research (CXR) team. In this position, you will work collaboratively with Lead Research Advisors and Dscout clients to help our customers use our platform to design, recruit and field research projects. Our clients conduct research on a wide range of topics varying across: technology, retail, healthcare, and AI, just to name a few. You will have a chance to make a real difference for Dscout’s customers and build your career in the worlds of research and customer success. You are an incredible communicator and a genuine, creative problem-solver. You’re the client’s partner in learning a new digital tool to execute powerful research. You collaborate with clients as they develop research plans, and help to identify Dscout methodologies that best meet their needs. Internally, you are our clients’ champion to drive larger improvements to the platform and overall user experience. The Research Advisor position is among the most central to Dscout’s operations, and means you’ll work with people from across the company on a regular basis, especially our product, engineering and sales teams. If this sounds exciting to you, apply today! What you will do: Act as a true Dscout expert to train and educate clients on features and functionalities Provide specific recommendations for clients’ research design on Dscout Assist in running clients’ research projects on Dscout in

Senior Advisor Consultant, Edward Jones — 20 Locations. Apply via Workday.

Wealth Advisor - PNC Wealth Management — CA - San Diego (92130). Apply via Workday.

Wealth Advisor - PNC Wealth Management — 4 Locations. Apply via Workday.

Wealth Advisor - PNC Wealth Management — 7 Locations. Apply via Workday.

Wealth Advisor - PNC Wealth Management — CO - Lakewood (80215). Apply via Workday.

Wealth Advisor - PNC Wealth Management — 7 Locations. Apply via Workday.

Wealth Advisor - PNC Wealth Management — TX - San Antonio (78258). Apply via Workday.

Wealth Advisor - PNC Wealth Management — PA - Pittsburgh (15222). Apply via Workday.

Wealth Advisor - PNC Wealth Management — PA - Erie (16510). Apply via Workday.

Wealth Advisor - PNC Wealth Management — 4 Locations. Apply via Workday.

Wealth Advisor - PNC Wealth Management — 6 Locations. Apply via Workday.