Client Onboarding Associate Analyst in United States

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique. O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. For more firm information, please visit www.osam.com ABOUT THE DEPARTMENT O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. OSAM is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services via Canvas. Canvas is a platform offering financial advis

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. We are seeking candidates with experience in Supplemental Health/Voluntary product sales, specifically: Critical Illness, Accident Plan, Hospital Indemnity. **Looking for qualified candidates in Texas for this opportunity** Develops and implements sales strategies to sell Supplemental Health products and services to new large group accounts and public entity customers in an assigned geography. Performs business development activities in pursuit of new growth channels and identifies potential new clients in a specified territory or geographic area. High influence on driving new business revenues through the sale of new customers or new products to existing customers. **In addition to a competitive base salary, this role is eligible for Sales Incentive Compensation** Fundamental Components: Develops new business opportunities and cultivates strong, productive, and influential relationships to generate new sales including large accounts and prospects. Implements strategies necessary to attain sales objectives in assigned geog

Cloud Operations System Administrator Company: Tapestry - G0G Tapestry Solutions, A Boeing Company, brings over 30 years of industry experience designing, implementing, training, and supporting high-quality, cost-effective information technology and business intelligence solutions. With a dedicated team of approximately 500 professionals, we proudly serve 75 defense, commercial, and government clients across more than 50 U.S. locations and 9 countries worldwide. As a trusted partner, our employees embody our core values by consistently delivering excellence, taking full ownership, and developing innovative solutions that enable critical missions and ensure the safety of our global customers and team members. Joining Tapestry Solutions means enjoying the best of both worlds: access to the vast resources of Boeing combined with the agility and people-focused, family-oriented culture of a small business where your contributions truly matter. Tapestry Solutions, a part of Boeing Global Services (BGS), is seeking multiple Cloud Operations System Administrator in Swansea, IL . In this role you will provide Cloud operational engineering support for Tapestry's Global Decision Support System (GDSS) program. GDSS is the primary US Air Force Air Mobility Command (AMC) Command and Control (C2) system and is a globally distributed enterprise class suite of applications designed, implemented and maintained by Tapestry Solutions. GDSS applications and services provide advanced mission planning, command and control for all phases of mobility operations (airlift, airdrop, and air refueling operations). You will support ongoing efforts to enhance, monitor, and maintain multiple AWS (CloudOne) environments, ensuring high availability. <b

Operational Account Manager Description - Location Flexible in the US Applies advanced subject matter knowledge to solve complex business issues and is regarded as a subject matter expert. Frequently contributes to the development of new ideas and methods. Works on complex problems where analysis of situations or data requires an in-depth evaluation of multiple factors. Leads and/or provides expertise to functional project teams and may participate in cross-functional initiatives. Acts as an expert providing direction and guidance to process improvements and establishing policies. Frequently represents the organization to external customers/clients. Exercises significant independent judgment within broadly defined policies and practices to determine best method for accomplishing work and achieving objectives. May provide mentoring and guidance to lower level employees. Responsibilities: Manages the operational business relationship of large accounts, often with global/regional reach; serves on account team, providing operational perspectives. Plans and leads business analyses and provides recommendations to sales teams and business units. Acts as a point of escalation and collaborates with other functions to drive resolution of operational issues of high complexity, in support of the customer/partner requirements. Represents the customer/partner needs and provides business requirements to projects of high complexity, and conducts post-project evaluations. Prepares and runs operational performance reviews with the customer/partner and drives improvement plans. Consults and advises on operational matters of high complexity to internal clients up to the Director level. Proactively communicates operational process changes to customers/partners and internal clients; drives the implementa

Citi is looking for a Commercial Credit Officer to take ownership of credit underwriting and portfolio management within its rapidly growing US Commercial Bank, serving mid-to-large companies with revenues from $100 million to $3 billion. In this role, you will sit at the center of the lending process — assessing credit risk, structuring financing solutions, and partnering directly with relationship bankers and independent risk teams to deliver best-in-class outcomes for clients. Your decisions will directly shape the credit quality and performance of a significant commercial lending portfolio for the Digital, Technology & Communications (DTC) vertical. Responsibilities Manage the end-to-end credit underwriting process for new and existing commercial relationships, from initial pre-screening and credit appetite assessment through to approval, documentation, and ongoing portfolio oversight. Assess the creditworthiness of commercial borrowers by conducting detailed financial statement analysis, cash flow modeling, trend, and ratio analysis, and evaluating complex business structures including those with international subsidiaries. Prepare comprehensive written credit analyses that articulate the financing need, key risk factors, structural considerations, and a well-supported credit recommendation. Monitor existing borrowers through monthly and quarterly financial reviews, tracking covenant compliance, identifying early warning indicators, and escalating emerging concerns to relevant stakeholders. Oversee the loan documentation process for new transactions and amendments, coordinating with internal partners and external legal counsel to ensure all approval terms are accurately reflected in closing documents. Maintain regulatory compliance across the portfolio by ensuring accurate risk ratings, appropriate classification, and adherence to all applicable credit policies and regulatory framewor

About Taskrabbit: Taskrabbit is a marketplace platform that conveniently connects people with Taskers to handle everyday home to-do’s, such as furniture assembly, handyman work, moving help, and much more. At Taskrabbit, we want to transform lives one task at a time. As a company we celebrate innovation, inclusion and hard work. Our culture is collaborative, pragmatic, and fast-paced. We’re looking for talented, entrepreneurially minded and data-driven people who also have a passion for helping people do what they love. Together with IKEA, we’re creating more opportunities for people to earn a consistent, meaningful income on their own terms by building lasting relationships with clients in communities around the world. Taskrabbit is a hybrid company with employees distributed across the US and EU and a Built In — Best Places to Work (2022, 2023, 2024, 2025) continually ranked across multiple national and regional categories. Join us at Taskrabbit, where your work will be meaningful, your ideas valued, and your potential unleashed! This role operates on a hybrid schedule requiring two days of in-office collaboration per week. The position must be based in the San Francisco Bay Area. About the Role We're hiring a Software Engineer II within our Fulfillment organization — the backend systems that get the right job to the right Tasker and see it through to completion. You'll join Fulfillment Lifecycle, the team that decides how jobs are matched to Taskers for our partner and marketplace business, increasingly using unstructured data and experimentation to make matching smarter and fulfillment more reliable. The team is part of a company-wide platform modernization effort, breaking a legacy monolith into well-bounded, API-first services. We're hiring for a strong backend engineer who thrives on complex, data-intensive problems, is comfortable with ambiguity, and takes pride in well-tested, observable, production-ready code. What You'll Work On B

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 This is a once-in-a-lifetime opportunity to join a hyper-growth startup focused on saving people time and making the world more productive! ClickUp is looking for a Strategic Solutions Engineer to serve as a technical partner to our Sales and Success orgs for bringing in net new customers, expanding existing accounts, and accelerating our revenue growth. The ideal candidate is a strong strategic thinker, skilled presenter, and has enough technical aptitude to figure out solutions for any technical challenges clients experience. Teamwork is vital to how ClickUp operates and a significant portion of your responsibilities will include working closely with Managers to understand and coordinate team needs. You should be able to work independently with little supervision, and also enjoy a fast paced and collaborative work environment. It is important that you are able to manage a range of tasks and prioritize their responsibilities, and meet deadlines with urgency and optimism. The Role: Partner with sales and success to deliver technical presentations that explain our products and integrations for prospective and current clients. Design, develop, deploy and manage customer-specific proof of value (PoV) projects. Build custom reports and dynamic dashboards for prospective clients' management teams. Assist with the functional and technical elements of RFPs. Stay current on new feature releases and maintain updated demo spaces for sales. This role will support customers across the Pacific Northwest Qualifications: This is a hybrid role based in the Pacific Northwest U.S., with a strong preference for candidate

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 This is a once-in-a-lifetime opportunity to join a hyper-growth startup focused on saving people time and making the world more productive! ClickUp is looking for a Strategic Solutions Engineer to serve as a technical partner to our Sales and Success orgs for bringing in net new customers, expanding existing accounts, and accelerating our revenue growth. The ideal candidate is a strong strategic thinker, skilled presenter, and has enough technical aptitude to figure out solutions for any technical challenges clients experience. Teamwork is vital to how ClickUp operates and a significant portion of your responsibilities will include working closely with Managers to understand and coordinate team needs. You should be able to work independently with little supervision, and also enjoy a fast paced and collaborative work environment. It is important that you are able to manage a range of tasks and prioritize their responsibilities, and meet deadlines with urgency and optimism. The Role: Partner with sales and success to deliver technical presentations that explain our products and integrations for prospective and current clients. Design, develop, deploy and manage customer-specific proof of value (PoV) projects. Build custom reports and dynamic dashboards for prospective clients' management teams. Assist with the functional and technical elements of RFPs. Stay current on new feature releases and maintain updated demo spaces for sales. This role will support customers across the Pacific Northwest Qualifications: This is a hybrid role based in the Central U.S., with a strong preference for candidates within r

About Pinecone Pinecone is the knowledge infrastructure for AI at scale. Its leading vector database and knowledge engine, Pinecone Nexus, power accurate, performant AI applications for more than 9,000 customers and 800,000 developers worldwide. Pinecone's mission is to make AI knowledgeable. Pinecone is based in New York and raised $138M in funding from Andreessen Horowitz, ICONIQ, Menlo Ventures, and Wing Venture Capital. About the Team and Role: The Experience team is at the center of one of the most exciting transitions in software development history — the shift from human-driven to agent-driven product experiences. We own Pinecone's API, clients, authentication, revenue, and observability systems, and right now that means redesigning all of it for a world where AI agents are first-class users alongside humans. This is a wide-scope role. You'll own things end-to-end — from backend architecture to API design to SDK and web surfaces. You’ll be working closely with product, design, and other engineering teams to identify user needs and build the right thing, at the right abstraction level, at the right time. Along the way, you will be building high-leverage platform capabilities that accelerate Pinecone’s product development and user growth systems. We're looking for an engineer who sees this moment for what it is: a rare opportunity to shape how developers and agents interact with a category-defining product. You're not waiting to see how the industry figures out MCP, agentic workflows, and AI-native interfaces — you're already experimenting, already forming opinions, already building. You know that speed and leverage matter more than labor, and you've internalized AI-assisted development not as a productivity trick but as a fundamentally different way of working. Responsibilities: Pioneer our agent experience. Shape how AI agents interact with Pinecone — designing interfaces, protocols (MCP), and tooling that make Pinecone the easiest and most capable platform f

About Pinecone Pinecone is the knowledge infrastructure for AI at scale. Its leading vector database and knowledge engine, Pinecone Nexus, power accurate, performant AI applications for more than 9,000 customers and 800,000 developers worldwide. Pinecone's mission is to make AI knowledgeable. Pinecone is based in New York and raised $138M in funding from Andreessen Horowitz, ICONIQ, Menlo Ventures, and Wing Venture Capital. About the Team and Role: The Experience team is at the center of one of the most exciting transitions in software development history — the shift from human-driven to agent-driven product experiences. We own Pinecone's API, clients, authentication, revenue, and observability systems, and right now that means redesigning all of it for a world where AI agents are first-class users alongside humans. This is a wide-scope role. You'll own things end-to-end — from backend architecture to API design to SDK and web surfaces. You’ll be working closely with product, design, and other engineering teams to identify user needs and build the right thing, at the right abstraction level, at the right time. Along the way, you will be building high-leverage platform capabilities that accelerate Pinecone’s product development and user growth systems. We're looking for an engineer who sees this moment for what it is: a rare opportunity to shape how developers and agents interact with a category-defining product. You're not waiting to see how the industry figures out MCP, agentic workflows, and AI-native interfaces — you're already experimenting, already forming opinions, already building. You know that speed and leverage matter more than labor, and you've internalized AI-assisted development not as a productivity trick but as a fundamentally different way of working. Responsibilities: Pioneer our agent experience. Shape how AI agents interact with Pinecone — designing interfaces, protocols (MCP), and tooling that make Pinecone the easiest and most capable platform f

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. We're looking for a Partnerships Lead, GSIs to build and scale Replit's relationships with the world's largest systems integrators. This is a high-impact, externally-facing role at the intersection of channel strategy, enterprise go-to-market, and ecosystem development. You'll own how Replit shows up for the EYs and Accentures of the world, building the programs, partnerships, and co-sell motions that turn GSI relationships into a meaningful revenue channel. AI-driven software development is reshaping how enterprises build, and GSIs are at the center of how that transformation gets delivered to their clients. This role is for someone who knows how GSIs work from the inside, their practice models, their incentives, their org structures, and who can build the trust and commercial frameworks needed to make Replit a go-to platform in their delivery stack. What You'll Do Own and develop Replit's GSI Channel program strategy, building on the momentum of our Accenture partnership to recruit, enable, and scale additional GSI relationships (e.g., Deloitte, Cognizant, Infosys, Wipro, TCS, and others). Serve as the primary relationship owner for key GSI partners, developing joint go-to-market plans, co-sell motions, and solution frameworks that drive pipeline and revenue. Build and manage the partner enablement program, including training, certifications, and technical resources that equip GSI teams to position and deliver Replit-powered solutions to their enterprise clients. Collaborate closely with Replit's Enterprise Sales team to identify and pursue co-sell opportunities, aligning GSI capabilities with customer needs for AI-driven software development. Develop joint solution offerings with GSI partners that combine Replit's p

About Taskrabbit: Taskrabbit is a marketplace platform that conveniently connects people with Taskers to handle everyday home to-do’s, such as furniture assembly, handyman work, moving help, and much more. At Taskrabbit, we want to transform lives one task at a time. As a company we celebrate innovation, inclusion and hard work. Our culture is collaborative, pragmatic, and fast-paced. We’re looking for talented, entrepreneurially minded and data-driven people who also have a passion for helping people do what they love. Together with IKEA, we’re creating more opportunities for people to earn a consistent, meaningful income on their own terms by building lasting relationships with clients in communities around the world. Taskrabbit is a hybrid company with employees distributed across the US and EU and a Built In — Best Places to Work (2022, 2023, 2024, 2025) continually ranked across multiple national and regional categories. Join us at Taskrabbit, where your work will be meaningful, your ideas valued, and your potential unleashed! Prior to applying please note: We are currently unable to provide visa sponsorship for this position (including H-1B, OPT, F1, CPT or other employment-based visas). Candidates must be legally authorized to work in the United States without employer sponsorship now or in the future. This role is hybrid requiring 2 days in office at our San Francisco hub every Tuesday & Wednesday (located at 130 Sutter St, San Francisco, CA). About the Role: The Architecture Team drives Taskrabbit's Platform Modernization efforts, guiding engineering teams toward our Target State Architecture (TSA). As a Software Architect, you'll serve as an embedded representative of the Architecture team, partnering with engineering teams across the platform to accelerate their modernization work. You'll operate as a subject matter expert on platform modernization within a small team of architects, applying AI-assisted and Spec-Driven Development (SDD) pra

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking change agents to join our Central/East Commercial Sales Team as an Account Executive . You will be responsible for increasing software sales and driving expansion across a territory of accounts. You will be motivated, passionate, and opportunistic. You will be a proactive and curious member of the commercial sales team, identifying growth opportunities for clients before they identify a need or gap for themselves. This remote role is part of the Commercial Sales team based in the US and reports a Manager, Commercial Sales. You Will: Build and manage a sales pipeline to meet or exceed software and services sales quotas within your book of business Execute a solution-based sales process encompassing multiple groups within our commercial mature accounts equivalent to (500-4,999 employee size) Develop new business opportunities within existing customers by analyzing and proactively targeting high-value needs across multiple departments and lines of business Leverage existing relationships to expand Smartsheet's footprint and drive revenue or growth during renewals Expand Smartsheet brand awareness at the c-suite, operational and team level Facilitate and manage partnerships with Sales Engineers, Solutions Consultants and Customer Success teams to support full sales cycle and close business Create and maintain Joint Engagement Plans for strategic solution deals Maintain accurate and up-to-date records in Salesforce leveraging MEDDICC qualification guidelines to accurately forecast Utilize existing

About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we’re equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what’s possible for our clients, while we help you reach your full potential. About the Role As an HRIS Solutions Architect on the Business Systems Engineering team, you will serve as the architect and platform owner for our People Technology ecosystem. You will design, build, and operate enterprise-grade systems that power talent management, workforce analytics, and HR operations. This role requires deep technical expertise in integration architecture, data modeling, API design, and software engineering practices. You will collaborate with People & Culture, Finance, Platform Engineering, Data Engineering, and Application Development teams to build resilient, scalable, and AI-enabled systems. Responsibilities: Architect the future of People Tech: Design scalable, AI-ready architectures that automate end-to-end HR processes and unlock new capabilities. Innovate with Agentic AI: Champion the exploration and implementation of AI agents and machine learning to revolutionize workflows and generate actionable insights. Build impactful applications: Build impactful applications using Workday Extend and develop complex integrations in Workday Studio using Java, Python, or other supported languages. Lead technical strategy: Partner with Enterprise Architecture to define system boundaries, data flows, and integration standards; conduct design reviews and provide technical mentorship. Build scalable integrations: Design event-driven integration patterns, RESTful/SOAP APIs, and data pipelines connecting HRIS Systems across our technology ecosystem. Drive technical excellence: Esta

About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we’re equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what’s possible for our clients, while we help you reach your full potential. About the Role As a Platform Engineer, you will contribute to building and improving Stitch Fix’s cloud-native infrastructure and internal developer tooling. You’ll work on tools and automation that help product engineers deploy, operate, and debug services more easily, while learning modern platform engineering practices alongside experienced teammates. This role is ideal for engineers who enjoy improving developer experience and want to grow their skills in cloud infrastructure and CI/CD systems. Responsibilities: Contribute to the development and evolution of our internal platform-as-a-service used by application and service developers Build and maintain tooling that improves developer workflows, deployment reliability, and day-to-day productivity Collaborate with platform and application engineers to identify friction points and implement incremental improvements Learn and apply best practices around Infrastructure-as-Code, containerized workloads, and CI/CD pipelines Use, or are eager to adopt, AI-assisted development tools to improve productivity, and are excited to help explore and integrate LLM-powered solutions that automate internal support and operational workflows Have opportunities to propose ideas and improvements, with support and mentorship from the team Things you’ll get exposure to (and we don’t expect experience with everything): AWS Terraform, Pulumi CircleCI Docker, ECS, EKS Ruby, Golang, Python About You 2+ years of software development and infrastructure experience with significant contribut