Client Services

Customer Success Manager (Investment Management)
2 Locations

Contact Center

Manager, Call Center Plano, Texas

Customer Success

Customer Success Manager
2 Locations
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
2 Locations
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
2 Locations