Navigator Product Adoption Specialist

VirtualVocations
Garland, Texas, United States
Full-time
We are sorry. The job offer you are looking for is no longer available.

A company is looking for a Navigator Product Adoption Specialist to enhance product adoption and client engagement.Key ResponsibilitiesDrive client engagement and usage of the Navigator tool through outreach and meetingsCommunicate product needs and client feedback to cross-functional teamsAssist the Client Management team in strengthening client relationshipsRequired QualificationsBachelor's degree or equivalentMinimum 2 years of experience in capital markets, financial services, or financial technologyPreferred experience in cash flow forecasting for RIAs, Family Offices, or similar institutionsUnderstanding of portfolio management concepts / mathematicsCFA and / or CAIA designation is a plus

11 days ago
Related jobs
Promoted
VirtualVocations
Carrollton, Texas

A company is looking for a Navigator Product Adoption Specialist to enhance product adoption and client engagement. ...

Promoted
Gainwell Technologies LLC
TX, US
Remote

Security Advisory Project Manager. Lead one or more large project management teams by breaking down bigger technological programs and assisting with project staffing. Communicate with the client, company and project team leadership, measuring and sharing project metrics/status; recommend program cha...

Promoted
CornerStone Staffing
Dallas, Texas

Assist the Supervisor and Area Director/Manager with various training initiatives necessary to prepare the Reimbursement Specialist, Seasonal to meet all performance benchmarks required to process benefit verifications. Assist with the development of program training documents. ...

Promoted
VirtualVocations
Carrollton, Texas

A company is looking for a Service Contract Operations Manager. ...

Promoted
Cinemark
Plano, Texas

The Operations Training, Experience & Engagement role is responsible for supporting the design, development, and delivery of training programs for various operational functions within Cinemark. They also monitor and evaluate the effectiveness of the training and provide feedback and recommendations ...

Promoted
LTIMindtree
Plano, Texas

Project Manager (Data Platform). The Project Manager Data Platform will work closely with all technical development teams and data architects to plan and execute the build of a foundational data stack and architecture to support the various data and analytics needs of the enterprise. Create project ...

Promoted
Parkland Health and Hospital System (PHHS)
Dallas, Texas

PRIMARY PURPOSE Responsible for performing psychosocial assessments, diagnosing, and treatment including implementing the psychosocial plan of care for patients. Evaluates patient's level of understanding, coping skills, social support, and psychosocial status through interviews with patient, family...

Promoted
American Consumer Panels
Rockwall, Texas
Remote

...

Promoted
AMS Staffing Inc.
Dallas, Texas

Please send resume should you be interested in the following Litigation Legal Administrative Assistant position located in Dallas. Litigation Legal Administrative Assistant. This position will provide administrative support to Litigation lawyers in a highly collaborative working environment. Travel ...

Promoted
Reli.
Garland, Texas
Remote

We are seeking an Administrative Assistant who is highly organized, detail-oriented, and has excellent communication skills. As an Administrative Assistant, you will play a key role in supporting our team and ensuring the smooth operation of our office. Providing general administrative support to th...