Executive Operations And Client Engagement Associate Jobs

Head of Content Operations Compensation range is $110,000-$145,000 + bonus This role requires 3 days on site in the Boston, MA office. About the Opportunity IANS is the practitioner-sourced intelligence engine where data, peer experience, and expert insights converge for security teams. Powered by our proprietary data, we produce cybersecurity content, including reports, presentations, benchmarks, and briefs. We're looking for a Head of Content Operations to drive the strategy and execution to turn existing processes and quality standards for our editing and design function into repeatable, AI-accelerated workflows that increase efficiency and scales with IANS’ double-digit growth. The Head of Content Operations owns the standards, the workflows, and the team. Key Responsibilities Design & Editorial Standards Partner with the team to define what “great” looks like for design and editorial quality, and hold the team to it consistently across content types Establish and maintain design standards and AI templates for all IANS content, deliverables and market facing materials Establish and maintain editorial standards for IANS written content Establish the right metrics and SLAs for continuous team improvement and client service Workflow & Process Innovation Innovate design and editorial workflows for speed and broad-based standards adherence, using AI and automation tools Lead the team in building agentic design and editorial tools that appropriately divide uniquely human from truly AI-driven tasks Continuously push the envelope on how AI can accelerate and improve our outputs Use data and workflow monitoring to find the bottlenecks in current production and rebuild the process around AI and automation, not around headcount Refine and introduce new workflow and capacity utilization tooling Change Management Drive adopt

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar is seeking a passionate and data-driven Manager, Performance Marketing EMEA/APAC to drive our brand awareness and market expansion across the regions. This is an exciting opportunity for a marketing strategist to build and implement a regional marketing strategy that fuels Addepar's continued growth. This leader will be responsible for developing and driving a comprehensive marketing strategy tailored for the EMEA and APAC regions. This position will drive all digital, paid, and traditional marketing for the regions, and play a key role in shaping Addepar's brand image and market presence. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Develop and drive a data-driven marketing strategy aligned with global business objectives, tailored to regional needs Own the development and execution of localised marketing campaigns across all channels (digital, content, etc.) to drive brand awareness, lead generation, and pipeline growth. Develop and maintain relationships with Sales leadership across EMEA and APAC Collaborate closely with regional sales, client management, services and p

WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. We work with the world's most valuable brands and have global reach across 100+ markets, with deep local expertise. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. For more information, visit WPP.com. Role Title: VP/ SVP - Client Partner Team: Marketing & Business Development Location: Tokyo, Japan About WPP Media WPP Media, part of WPP, is a leading media agency driven by performance, data, analytics, and creative technology. We excel in multichannel audience planning and strategic media expertise. Our clients include Google, Dell, Uber, Airbnb, Mazda and Hitachi. Our mission: to make advertising more valuable. The Opportunity We are seeking a highly experienced, strategic, and operationally excellent Client Partner to lead our relationship with Google in Japan, a top-tier client across WPP Media. WPP Media manages the digital mandate for Google in Japan. This role sits at the intersection of senior client partnership, planning craft, execution excellence, and operational leadership. You will lead a cross-functional team and be accountable for flawless delivery, clear governance, strong strategic POVs, and executive-level influence—ensuring Google and MFG stakeholders have full visibility, confidence, and industry-leading work. Key Responsibilities Trusted Strategic Advisor (Senior Stakeholder

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the team The Client Tax team helps make investing simple, reliable, and compliant for Wealthsimple clients. We lead the systems, processes, controls, and reporting that support tax slips, registered accounts, client statements, withholding, and related regulatory obligations across our growing brokerage business. About the role You’ll lead Wealthsimple’s client tax function across brokerage products and regulated entities, including the people and team capabilities required to deliver the mandate. You’ll be accountable for accurate, timely, and scalable client tax reporting, while building the controls, systems, and operating practices needed to support continued product and client growth. You’ll act as a senior partner to CXO, Product, Engineering, Operations, Compliance, Legal, and Finance, translating complex client tax and regulatory requirements into product design advice with clear decisions and reliable execution. A key part of the role is working closely with CXO to ensure reporting processes, internal & external communications, and issue resolution deliver a clear and reliable client experience. In this role you'll have the opportunity to: Lead the strategy, operating model, and execution of Wealthsimple’s client tax operating function across Canadian and applicable U.S. requirements. Own the end-to-end delivery of client t

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. Addepar is looking for a Sr. Manager, GTM Strategy & Planning to lead and scale Addepar's go-to-market strategy (GTM) and revenue planning functions. This role sits at the intersection of strategic planning, commercial operations, and pricing strategy — requiring strong leadership, deep business acumen, and the ability to translate vision into operational execution. This role is being leveled as Senior Manager or Director based on experience, and carries significant growth potential as Addepar's GTM organization continues to scale. Success in this role means owning and driving GTM strategy and planning outcomes that directly impact Addepar's revenue growth. You will lead a team and initiatives spanning pricing strategy, market segmentation, sales productivity, and operational infrastructure. You'll establish the operational objectives for your function and partner closely with senior leaders across Sales, Finance, Product, and Marketing to align planning efforts to Addepar's strategic priorities. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begi

About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. Context for the Role You’ll have the chance to shape and execute the company's client success strategy, collaborate with talented teams, and make a tangible impact on the company’s success. With a rapidly expanding market presence, this role offers both challenge and reward, providing the opportunity to lead a high-performing team while directly influencing the company's continued expansion. If you're passionate about scaling a business and being part of a forward-thinking company, this is the perfect time to join and make your mark. You will report directly to the Founder / CEO in this newly created position and will be tasked to scale the client success and operations departments, while getting the chance to impact all areas of the business at this exciting early growth stage. Specifically, you will become an integral part of the management team and work closely with the founders and be responsible for Responsibilities As an essential member of the leadership team, you will be accountable for delivery to all clients. You and your team will be responsible for onboarding new clients, managing the delivery process and reporting performance to clients. This role is a critical part of the company continued growth and success. Team Leadership: Manage, grow and mentor the client success team, fostering a collaborative, top performing and innovative work environment. Set clear goals and expectations and evaluate team performance. Enabling exp

The KYC Operations Analyst 2 is an intermediate-level position responsible for Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role is to develop and manage a dedicated internal KYC (Know Your Client) program at Citi. Responsibilities: Conduct client profile reviews for customer accounts Review all information and documentation ensuring compliance with local regulation and Citi standards Update KYC forms and client profiles according to policy requirements Follow up with clients to ensure information is received before due dates Perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process, assisting with the development and execution of action planning for expiring records, and ensuring records are not past due Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience Experience in banking operations, preferably in the client account opening and pre-requirements process Education: Bachelor's degree/University degree or equivalent experience El Analista 2 de KYC de AML de cumplimiento es un puesto de nivel intermedio a cargo del control, la gestión, la supervisión y la presentación de informes regulatorios relacionados con Prevención del Lavado de Dinero (Anti-Money Laundering,

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 As an Account Manager, you are considered the clients main point of contact and are responsible for overseeing all their day-to-day PBM operations. Account Managers act as the liaison between clients and cross-functional internal teams and are responsible for ensuring timely/successful delivery of client requests. Excellent communication skills are required to ensure we understand our client’s needs and can build long-lasting, mutually beneficial relationships with our key business stakeholders. Additionally, Account Managers are expected to demonstrate a high-level client service through the execution of accuracy, responsiveness, reliability, and professionalism on all interactions. This will include managing the resolution status of routine to complex requests related to our clients' business requirements; including but not limited to: - Issue tracking - Engaging internal departments and client resources to work on outstanding issues from start to resolution while providing routine updates to the client. - Driving Practical & Creativ

The Implementation Consultant III is responsible for managing the implementation of GHX products and providing subject matter expertise to deliver a high-quality level of service to provider customers. Responsibilities include overseeing the day-to-day implementation and operations aspects of the client relationship, achievement of service levels and execution with specific focus on client satisfaction and utilization. Presenting product functionality, creating documentation for project objectives, performing customer training and achieving key milestone tasks to hit revenue targets are also primary areas of focus. Principal Duties and Responsibilities: Customer Focus. The Implementation Consultant III implements GHX products in accordance with the scope of work sold to the customer. The entire project lifecycle is supported through product go live and a period of post go live support. The goal is to strive for excellence in delivery, ensure customers receive value and achieve high degrees of utilization from GHX products and services. Product Implementation. Leads instructor-led training sessions on GHX products and applications. Collaborates and executes on test plans through system integration testing, user acceptance testing, and pre-go-live testing. Data Analysis. The products that the Implementation Consultant III will be supporting are very data dependent. As such an ideal candidate should be comfortable working in Excel and Access and be able to review data sets for completeness and provide feedback to both the customer and internal development teams when gaps are found. Project Management. Maintain and communicate project status to identify progress, risk and mitigate delays. Coordinate and collaborate with other scrum teams and internal departments to ensure customer objectives are met. Process Improvement. Participate in identifying and implementing process improvement opportunities that optimize delivery results and ac

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar is seeking a Partnerships Manager to join our Product Management organization and lead the strategic vision, technical execution, and ongoing governance of Addepar’s external technology partner ecosystem. In this role, you will ensure that every external technology partnership tightly aligns with Addepar’s overarching product and platform strategy enabling Addepar to become the operational hub where the most valuable work takes place. The role will report directly to Addepar’s Head of Product. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do Strategic & Commercial Alignment Align every partnership initiative directly with Addepar’s core product strategy, ensuring integrations and overall partnerships strengthen platform stickiness rather than creating disparate feature forks. Deliver skilled relationship management in navigating external political organizations and influence external partners to prioritize development on the partner side to unblock additional integration capabilities or make exceptions to policies, such as restr

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role As a Field Engineer, Team Lead you will serve as a player-coach — guiding a team of field engineers while personally executing the most complex, mission-critical technical work yourself. Operating at the intersection of engineering and client success, you are both the technical anchor for your team and Addepar's technical vanguard in the field, translating complex business requirements into production-grade integrations, automations, and data solutions. You will be the technical expert across Addepar's full solution suite — from API integrations and automation frameworks to advanced data platforms (including our white-labeled Databricks offering, ADX) and AI-driven tooling. At the same time, you will develop your people-management skills: providing daily guidance, coordinating work allocation, and turning the vision set by leadership into reality while keeping your team aligned to our core processes. This role combines a forward-deployed delivery model with hands-on technical depth and functional leadership of a high-performing engineering team. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. Important Note: Thi

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior Product Manager to lead and shape Addepar’s Advisor experience for Registered Investment Advisors (RIAs). In this role, you will own the surface area, features, and capabilities designed specifically to empower wealth managers to acquire, retain, and advise their end-clients across web and mobile platforms. You will analyze early user feedback and adoption metrics to establish and execute a clear long-term roadmap. Sitting at the intersection of integrated ecosystem tools, like CRMs, Addepar data and technology, and AI, you will leverage artificial intelligence to turn platform data into tailored, context-aware insights for individual clients. Partnering closely with engineering, product design, user research, and client-facing teams, you will build and refine the tools and workflows that simplify daily operations for advisors. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Build a deep understanding of the Advisor persona within the RIA segment, l

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role The Senior Product Manager-Trading will collaborate with the other Trading Product Managers and Trading Product Leads to help guide the vision for Trading, OMS, and IBOR products. We are building this product suite anew and collaborating with our design team to improve the advisor/trader facing workflows and build engaging experiences that scale. You will execute product vision, implement strategy, and collaborate with a cross-functional team in a manner that improves their efficiency and productivity. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Possess a solid understanding of Trading, Rebalancing, and OMS systems used in the US and European wealth management industry. You understand trading products in terms of their users, business value, technical landscape, data, vendors, and can relate these to other areas of the Addepar ecosystem Document and communicate goals for the product and drive an innovative product roadmap that conveys the team vision and goals to our clients Build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, a

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar is hiring a Manager to lead our Finance Systems team. In this role, you will own the finance systems roadmap, partner directly with leadership on overall finance technology strategy and collaborate with cross-functional teams to drive a unified G&A experience. You will oversee our core finance enterprise applications - including NetSuite, Coupa, Navan and our integration middleware Boomi - ensuring scalability, security and operational efficiency. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do People & Team Leadership : Direct and mentor a global team of individual contributors across the US and Pune, establishing clear operational goals, defining team processes, and promoting career growth. Roadmap & Strategy Execution : Own the finance systems roadmap, partnering with leadership to align technology priorities with long-term business strategy. G&A System Unification : Partner with other enterprise systems teams in driving platform integrations, data consistency, and tech stack unification. Data Governance & MDM : Oversee core financial architecture and dat

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking an Integration Product Manager to lead the integrations that power daily operations for Registered Investment Advisors (RIAs). In this role, you will be responsible for the workflows and tools that connect Addepar with key ecosystem partners, primarily focused on Salesforce and Custodial integrations. You will partner closely with engineering, design, and client experience teams to scale our custodial workflows and evolve our Salesforce integration toward intuitive, self-service onboarding and management. As part of Addepar’s data and AI platform, you will identify and integrate AI-driven capabilities that improve our user experience and workflows. You will engage comfortably with technical teams on API specifications and data discovery and you will focus on guiding feature delivery, crafting and executing on the roadmap, and ensuring measurable outcomes for our RIA clients. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Build a deep understanding of our CRM and Custodial Document workflows, learning how RIAs rely on Addepar’s integration ecosystem for their daily operation