• Conduct timely outreach to assigned leads through phone, email, and virtual meetings to initiate client conversations and build interest in the firm’s wealth management services • Qualify prospective clients by assessing financial needs, goals, and fit through structured discovery conversations • Gather and document detailed client information to support Advisors in advancing opportunities and closing business • Partner with Advisors throughout the sales process to ensure continuity, alignment, and a seamless client experience • Maintain consistent follow-up and engagement with prospects to move opportunities through the sales pipeline • Accurately track lead activity, opportunity status, and pipeline progress within CRM systems • Collaborate with marketing and sales teams to follow established lead handling processes and ensure timely handoffs • Deliver a professional, consultative experience that reflects the firm’s client-first approach • Meet or exceed individual sales activity and conversion targets • Provide regular updates on pipeline activity, conversion metrics, and sales outcomes

• Conducts analysis and interprets results • Reviews and develops quantitative and qualitative trend data to assist in drawing conclusions to drive business results • Provides input related to broad-based, sales, specialty, and/or international compensation design and options • Analyzes compensation trends to assess and review compensation practices • Contributes to the development and implementation of key technology initiatives and enhancements • Completes compensation functions such as job evaluation, benchmarking, and competitive analysis • Develops relationships with client groups to institutionalize compensation philosophies and provide ongoing consultation • Communicates and participate in design of compensation practices/policies that are cost effective, competitive, and assists in attracting/retaining/motivating quality employees

Role Description Are you passionate about empowering clients to take control of their financial future? Join us as a Financial Wellbeing Consultant, where you'll provide education, motivation, and practical tools to help clients build healthy financial habits, strengthen their budgeting skills, and work toward long-term goals—all from the comfort of your own workspace. This flexible, freelance role allows you to set your own hours, making it an excellent way to supplement your current job or private practice. While we prefer local candidates, we welcome qualified applicants who share our vision of providing accessible, high-quality financial well-being support. What You’ll Do - Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations. - Support clients in understanding their financial situations and guide them in developing practical budgeting and cash flow habits that fit their goals. - Provide general education around financial well-being topics such as emergency planning, financial habits, and long-term financial awareness. - Help clients build the skills and habits to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home. - Stay current with financial literacy trends and budgeting strategies to offer clients the most relevant coaching. - Support clients in tracking their progress and guide them in adapting budgeting and saving strategies to life changes or shifts in financial goals. Qualifications - Proven experience supporting individuals in financial coaching, financial wellbeing, financial education, or similar roles focused on financial literacy and money habits. - Bachelor’s degree in Finance or a related field. - Strong analytical abilities to interpret budgeting and spending data, and provide well-grounded coaching that helps clients build sustainable financial habits. - Ability to produce engaging written content; video creation skills are a plus but not mandatory. - Proficient in English and local language, with excellent communication, negotiation, and presentation skills. - High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients. - Proficiency with database systems and strong PC skills. Benefits - Flexible hours and remote work from anywhere. - Opportunity to make a real impact in clients’ lives by helping them achieve financial security. - Collaborative, mission-driven environment with other finance professionals. - Freedom to innovate and share your expertise on a growing virtual platform. Company Description If you’re a dedicated Financial Coach eager to guide clients toward financial success, apply today to join us in delivering trusted financial coaching and planning to clients worldwide.

• Provide client consultation for analytical consulting engagements, including decision tool and strategy implementation and monitoring, statistical scoring validation, business intelligence, data quality, and analytical product / solution development for consumer solutions. • Topics include optimization strategies, model development and usage and business intelligence consulting around portfolio profiling, market share and credit risk analysis. • Be a project lead for complex client deliveries and implementations and complete ad-hoc analytical projects for clients, including score validations, business intelligence analyzes and optimization strategies. • Implement projects to support the direct revenue goal for the Configured Analytics team, ensuring high-quality deliverables. • Work interactively with a team of trained Consultants, Project Managers, Statisticians, and Analysts. • Support sales and software consultants to understand client needs and provide viable analytical solutions. • Lead business development efforts and support product development, management, and marketing programs to fuel revenue growth. • Develop internal and external relationships. • Support field sales team and marketing organization by providing analytical and consulting expertise. • Participate in internally and externally sponsored speaking engagements. • Create presentations and present to internal and external clients on statistical analyses of results. • Manage projects ensuring accurate deliverables. • Provide direction to statistical analyst on statistical methods to achieve analytical goals, which could include multiple regression methodologies, decision trees and clusters.