Advisory Solutions Architect in United States

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

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 The Manager, Care Model is responsible for owning the day‑to‑day execution of a defined care model workstream, ensuring planned activities are delivered on time and with high quality. This role translates care model strategy and direction into detailed task‑level plans, coordinates functional contributors, and drives daily follow‑through on actions, milestones, and deliverables. The Manager focuses on tactical execution, detailed tracking, and issue management, proactively identifying risks and escalating impacts that may affect the broader care model timeline. This role serves as a key operational partner to the Workstream PM and Senior Care Model leadership by providing accurate status, maintaining workstream artifacts, and ensuring reliable inputs into integrated reporting. Own day‑to‑day execution of a defined care model workstream, delivering tasks and milestones as planned Develop and maintain task‑level work plans; track actions, owners, dependencies, and due dates Coordinate functional contributors to support timely completion of workstream deliverables Identify and manage workstream‑level risks and issues; propose mitigation options and timing impacts Escalate risks, issues, or slippage impacting the broader care model critical path Provide accurate, timely status updates and inputs to integrated workstream reporti

Become a part of our caring community The Strategy Advancement Advisor is a member of Humana’s People Innovation team, which helps shape and advance the future of HR by translating enterprise and workforce priorities into focused strategies and measurable outcomes. This role partners with HR and business leaders to frame complex challenges, develop fact-based recommendations, and move high-priority initiatives from strategy through execution. The Advisor will work across a varied portfolio of enterprise people priorities and transformation efforts, bringing structure to ambiguity, connecting work across functions, and helping leaders make informed decisions that improve business, workforce, and associate outcomes. Humana is seeking an experienced strategy professional to join the People Innovation team. The team serves as a strategic partner to HR and the business, helping identify, shape, and advance high-impact opportunities that support Humana’s people strategy and broader enterprise transformation. Our work spans emerging workforce priorities, talent and organizational strategies, operating model and work redesign, and other cross-functional initiatives that require enterprise perspective, disciplined problem solving, and coordinated execution. As a Strategy Advancement Advisor, you will lead and support a portfolio of complex, high-visibility initiatives from early problem definition through recommendation and activation. You will work with senior leaders, HR partners, subject matter experts, and cross-functional teams to clarify business needs, synthesize internal and external insights, evaluate strategic choices, and translate direction into practical plans. The role requires the ability to move between strategy and execution, build alignment across a matrixed organization, and produce clear, executive-ready recommendations that enable timely decisions and

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager Marketing Services – Advisors & Consulting Services Services within Mastercard is responsible for acquiring, engaging, and retaining customers by managing fraud and risk, enhancing cybersecurity, and improving the digital payments experience. We provide value-added services and leverage expertise, data-driven insights, and execution. Our Advisors & Consulting Services team combines traditional management consulting with Mastercard’s rich data assets, proprietary platforms, and technologies to provide clients with powerful strategic insights and recommendations. Our teams work with a diverse global customer base across industries, from banking and payments to retail and restaurants. The Advisors & Consulting Services group has five specializations: Strategy & Transformation, Performance Analytics, Business Experimentation, Marketing, and Program Management. Our Marketing consultants lead the strategy development and implementation of campaigns and engagements for clients. They use customer data to provide deep direct marketing expertise across channels, evaluating campaign results and adapting the approach to optimize marketing performance. Positions for different specializations and levels are available in separate job postings. Please review our consulting specializations to learn more

VTS's Lease integrations connect our platform to the property management and accounting systems - Yardi, MRI, JDE, and others - that our customers run their portfolios on. When those integrations are healthy, data flows automatically and customers trust what they see in VTS. The Integrations and API Support Advisor owns the health of these integrations end-to-end - proactively monitoring for failures before customers notice them, and resolving the inbound requests that come in when something breaks or needs to change. Success in this role is simple to state and hard to deliver: every integration stays active, and customers can always rely on the integrity of the data VTS is showing them. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. ** What you can expect as an Integrations and API Support Advisor: At VTS, you'll join the Integrations Support team as a critical layer between our customers' source systems and the VTS platform. You'll: Own Integration Health : Monitor active Yardi, MRI, SAP, and custom API integrations for failures, stalled syncs, and missed feeds. Proactively identify and resolve issues - such as failed nightly imports, integrations stuck in "processing," or ETL files not arriving via SFTP - before they escalate into customer-reported problems. Resolve Data Integrity Issues : Investigate and fix discrepancies between VTS and source systems, including mismatched square footage, missing or duplicated leases, orphaned records, incorrect rent or lease terms, and unit/space mapping errors. Trace root causes across the integration pipeline rather than just patching symptoms. Manage the Customer Support Queue : Respond to and resolve inbound tickets covering the full integration lifecycle - API credential and access requests, asset archiving and disposition processing, source ID/BU remapping, stacking and site plan corrections, and MRI/Yardi version upgrades and migrations. Par

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are seeking a Staff Full Stack Software Engineer to join the Advisor Experience team as our Technical Lead. Our team is focused on building tools for financial advisors to grow and sustain their business. We oversee bespoke products for advisors and develop advisor-focused capabilities throughout the Addepar platform. In this role, you will be the primary technical anchor for new capabilities including Secure Message Center — a compliant messaging experience built into Addepar's client portal that allows advisors and their clients to communicate directly within the platform. You will partner directly with Engineering Leadership and Product Management to build a modern, scalable architecture from the ground up. Beyond system design, you will act as a true engineering multiplier: setting technical standards, mentoring junior and mid-level engineers, and working alongside other senior engineers and AI specialists to deliver high-impact advisor tools. 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 employme

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. Requisition Job Description Position Summary: The Pharmacy Network Regulatory Compliance Senior Advisor serves as the subject matter expert on applicable guidance and regulations and leads implementation and continuous improvement initiatives to ensure CVS/Caremark maintains compliance with current and emerging requirements affecting the Pharmacy Network division. This role partners with key functional leaders to translate regulatory requirements into operational processes and to initiate system enhancements needed to meet those requirements. The Senior Advisor proactively identifies, assesses, and escalates business risks and impacts to senior Pharmacy Network leadership, as appropriate. This position requires a strong understanding of local, state, and federal regulations and associated end-to-end processes. While the primary focus is on member and pharmacy network impacts, scope may expand to additional business areas as regulations and divisional responsibilities evolve. As part of regulatory issue resolution, the Senior Advisor serves as a key decision-maker for escalated client issues. Required Qualifications: Minimum of 7 years of professional experience, including experience in the health care industry. within a matrix reporting environment. Preferred Qualificatio

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Advisor Experience team is a new engineering team within Addepar’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the Addepar platform. Initially this role will focus on our new Secure Message Center — a compliant messaging experience built into Addepar’s client portal — but the scope extends well beyond messaging. We’re building the connective tissue between advisors and the investors they serve, creating workflows that make every interaction more informed, more personal, and more seamless. As the Engineering Manager for this team, you’ll lead a small, growing group of engineers and shape both the technical direction and team culture from the early stages. You’ll partner closely with product management and design to translate an ambitious product vision into shipped software. 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 Lead, mentor, and grow a team of full-stack en

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member’s operational su

About the Team Our Executive Operations team serves as trusted advisors and collaborators to OpenAI's executives and leaders, focused on strong communication and operational excellence across teams. With a focus on elevating the impact and efficiency of leadership, we anticipate needs, streamline processes, and provide comprehensive support to ensure our executives can focus on high-impact initiatives. We are pivotal in driving success and achieving key milestones by cultivating strong relationships and leveraging our deep understanding of business objectives. With a commitment to excellence and a proactive approach, we are dedicated to empowering our executives and contributing to the overall growth and success of the company. Our leadership team reflects OpenAI’s culture and core values and is a mission-driven, kind, and thoughtful group. We take pride in creating a work environment that fosters collaboration, open communication, and authenticity, making OpenAI an excellent place to work for highly accomplished professionals. About the Role This team member will be a proactive and adaptable partner to leaders, supporting complex calendar and schedule management, expenses, team meetings and events, and travel as needed. The role requires a high level of coordination across internal and external engagements, working closely with other members of Executive Operations. This role is based in Seattle, WA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will Manage complex calendars, balancing competing priorities while ensuring leaders’ time is aligned with business needs. Coordinate internal and external meetings, resolve scheduling conflicts, and facilitate effective communication across stakeholders. Plan and manage domestic and international travel, ensuring seamless logistics and execution. Support team operations, including All Hands meetings, offsites, happy hours, and other team even

ROLE SUMMARY Pfizer is seeking a Senior Manager of Integrated Insights & Strategy (IIS) to serve as a strategic advisor to brand leaders within the Vaccines business. Reporting to the IIS Therapeutic Team Lead, this role is responsible for generating actionable insights that drive commercial performance, inform business decisions, and unlock growth opportunities. As part of the Global Commercial Analytics organization, the Senior Manager will integrate market research, analytics, and commercial performance data to address critical business questions across vaccine brands and franchises. This individual will translate complex information into clear, compelling recommendations and serve as a trusted thought partner to cross-functional stakeholders. The ideal candidate brings strong expertise in analytics and market research, exceptional business acumen, intellectual curiosity, and a demonstrated ability to influence decisions through insight-driven storytelling. KEY RESPONSIBILITIES Strategic Partnership & Commercial Insights Partner with commercial stakeholders to identify, prioritize, and address key business questions. Deliver integrated insights and strategic recommendations that support brand performance and long-term growth. Conduct business assessments, patient journey analyses, and scenario planning to identify risks, opportunities, and performance drivers. Translate complex data into clear, actionable narratives for senior stakeholders. Support development of long-term brand and franchise strategies through evidence-based insights. Market Research & Insight Generation Design and execute research to inform vaccine brand and franchise decisions. Apply qualitative and quantitative methods to address priority business questions. Synthesize research, analytics, field insights, and perfor

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 Growth Account Executive 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. This 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 role 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 ad

Executive Communications Strategist Description - Role Summary The Executive Communications Strategist serves as a trusted communications advisor to Enterprise Operations (EO) leaders, helping shape and elevate their internal and external visibility, executive presence, and thought leadership. This role is responsible for developing strategic narratives, executive positioning strategies, leadership content, social media presence, and communication plans that strengthen leader influence and amplify EO priorities. Working closely with EO leaders, the EO communications team and key stakeholders, the successful candidate combines business acumen, storytelling expertise, and strategic communications counsel to translate complex business topics into compelling narratives that resonate with employees, customers, partners, and industry audiences. Operating with a high degree of independence, this individual serves as both strategist and content creator, driving executive visibility through a mix of thought leadership, briefing support, leadership communications, social content, and executive storytelling. Key Responsibilities Executive Positioning & Thought Leadership Serve as strategic communications advisor to EO leaders. Develop and evolve executive positioning strategies aligned with business priorities and leadership objectives. Build compelling thought leadership platforms and differentiated executive narratives. Identify opportunities to increase visibility and influence across internal, external, industry, and digital channels. Provide ongoing counsel on executive communications opportunities and reputation-building initiatives. Narrative Development & Strategic Storytelling Translate complex business, operational, and transformation init

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 looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communicati