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Client Services
| Customer Success Manager (Investment Management) |
Contact Center
| Manager, Call Center | Plano, Texas |
Customer Success
| Customer Success Manager | |
| Customer Success Manager, Value+ Support | Santa Barbara, California |
Finance & Accounting
| Manager, Financial Planning & Analysis | Santa Barbara, California |
| Senior Business Systems Analyst (HRIS) | Santa Barbara, California |
Legal
| Associate Corporate Counsel | Santa Barbara, California |
| Sr. Director Corporate Compliance | Santa Barbara, California |
Onboarding Services
| Customer Onboarding Specialist | |
| Sr. Manager, Key Account Onboarding | Santa Barbara, California |
Sales
| Manager, Inside Sales | Dallas, Texas |
Software Engineering
| Director, Software Engineering | Santa Barbara, California |
| Senior Director, Software Engineering | San Diego, California |
| Software Engineer |