CIR logo
CIR

Liderazgo, compromiso y solidez desde 1932.

Operations Liaison

OperationsOperationsFull TimeRemoteSeniorTeam 501-1,000Since 1932H1B SponsorCompany SiteLinkedIn

Location

Texas

Posted

8 days ago

Salary

0

Seniority

Senior

Bachelor Degree4 yrs expEnglish

Job Description

Operations Liaison

CIR

• work under the direction of the Managing Director to prepare financial plans • coordinate the workflow through the creation and maintenance of systems • assist in the daily function and activities with financial professional offices • serve as a knowledge leader using financial planning expertise • continually keep up with financial planning trends and identify relevant opportunities • manage the documentation of processes and procedures • professionally interact with financial professionals and their staff • assist with the promotion of Spire Outsourcing’s services • build and maintain relationships with CFP Board registered degree programs

Job Requirements

  • four or more years of related experience, education, and/or training in financial planning or wealth management
  • collaborative and detail-oriented financial planning professional
  • strong foundation in financial planning principles
  • analytical thinking skills
  • organizational skills
  • experience with eMoney planning software is highly valued
  • additional industry licenses such as a life insurance license or FINRA Series registrations are considered a plus
  • preference is given to candidates who have graduated from a CFP Board registered program and who are either a CFP® certificate or actively pursuing the CFP® designation

Benefits

  • paid time off
  • paid holidays and floating holidays
  • medical, dental, and vision coverage
  • short- and long-term disability
  • company-paid life insurance
  • volunteer time off
  • wellness incentives

Related Categories

Related Job Pages

More Operations Jobs

Trinity Health logo

Temporary Operations Resolution Specialist – Provider Data Management

Trinity Health

Trinity Health is a multi-institutional healthcare network that serves over 30 million people with compassionate healing services. The health system was formed

Operations8 days ago

• Preparation of all initial direct and delegated credentialing rosters for automated Provider Data Load (PDL) process • Process rejection reports from PDL process and correct any errors discovered • Education of CIN, groups, etc. for future expansion regarding direct and delegated roster formats to ensure accurate PDL • Internal audit (monitoring) of Provider Data, such as demographic changes, TIN adds, provider terms, etc.

Ohio
Job Closed
Ottimate logo

Payment Operations Manager

Ottimate

Don't Just Automate AP. Ottimate It. (Formerly Plate IQ)

Operations8 days ago
Full TimeRemoteTeam 51-200H1B No Sponsor

• Lead, coach, and develop a team of Payment Operations Analysts, fostering a customer-first and accountable team culture. • Support team performance through regular coaching, feedback, quality reviews, and development planning. • Drive strong client service outcomes by monitoring key support metrics such as CSAT, response times, and case resolution. • Ensure clients receive timely, professional, and accurate communication throughout the resolution process. • Partner with Customer Success and Account Management teams to resolve client concerns and improve the overall payment experience. • Oversee daily payment support activities across Virtual Card, ACH, and Check payment workflows. • Act as an escalation point for complex client issues, payment exceptions, and time-sensitive requests. • Support the team in troubleshooting payment-related inquiries and ensuring issues are resolved efficiently. • Identify recurring client or operational issues and implement practical solutions to improve service quality. • Help improve internal workflows, team processes, and support documentation to increase efficiency and consistency. • Maintain standard operating procedures, training materials, and team communication templates. • Share client feedback and operational insights with internal teams including Product, Engineering, Vendor Operations, and Customer Success. • Support operational readiness for new processes, tools, and payment enhancements as the business grows.

United States
$105K - $110K / year
Business Wire logo

Technology Operations Manager

Business Wire

Global Leader in News Content Distribution

Operations8 days ago
Full TimeRemoteTeam 501-1,000Since 1961H1B No Sponsor

• The Technology Operations Manager provides leadership and oversight for operational technology services, with responsibility for driving long-term platform strategy while ensuring the effective execution of daily operations. • Support a technology ecosystem that includes AWS-based platforms, distributed data center environments, enterprise applications, and SaaS operational systems. • Oversee the stability and performance of cloud and on-premises environments, leading application support and operational response processes. • Direct service delivery and technical operations teams, enabling scalable infrastructure for engineering initiatives. • Manage enterprise network and database services, partnering closely with stakeholders across technology and business functions to support organizational objectives.

United States
$200K - $225K / year
Full TimeRemoteTeam 10,001+Since 1916H1B Sponsor

• Support the delivery of various equity and compensation plans • Assist in managing supplier operations for equity record-keeping and administration • Coordinate the execution of compensation programs using internal HR systems (Workday) • Prepare and execute annual compensation reviews and performance corrections • Maintain detailed operational documents • Monitor supplier performance and assist in implementing improvement plans • Respond to customer inquiries related to pay and benefits • Optimize processes to ensure efficient benefit delivery

Arizona + 1 moreAll locations: Arizona | Washington
$89.3K - $128.8K / year