UNKNOWN

FEED

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Clients Blackbox

Senior Performance Marketing Strategist

sourcestack_via_bold

Senior VSL Specialist

On the marketing side, you will own and operate our internal Meta advertising campaigns, develop and execute our broader marketing strategy including content, brand positioning, and demand generation, elevate the company brand to attract larger and more established clients, and create or direct the creation of marketing assets such as ads, landing pages, case studies, and social content. On the sales side, you will take all introductory and discovery calls with inbound prospects, run strategy and pitch presentations, manage the full pipeline from first touch to close, handle objections, follow ups, proposals, and contract negotiations, and build and maintain a sales playbook, objection library, and follow up sequences.

Founding Head of Marketing and Sales

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Account Strategist, Paid Media

Media Buyer

Direct Response Media Buyer

Paid Social Lead

Head of Sales & Marketing

Paid Acquisition Strategist

Direct Response Marketing Lead

Growth Lead

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.

Axos Bank

Client Services Advocate

Preferred Qualifications: MBA, CFP, CFA, CIMA General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.

Truist Bank

CAC Financial Advisor 1, Truist Investment Services, Charlotte, NC

FULL_TIME

OTHER

GIB, part of the broader Global Banking organization, provides strategic advice, capital raising, and risk management to corporations, governments, and institutions worldwide across M&A and advisory, equity and debt capital markets, leveraged finance, and structured products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

JPMorgan Chase Bank, N.A.

Executive Director, HR Business Advisor - Global Investment Banking (Client Aligned)

equestftpin

POSTING_API

YEAR

Candidates from investment banks, advisory firms, commercial banks, infrastructure investors, energy developers, utilities, or private equity sponsors with a proven transaction track record will be particularly well suited. The ideal candidate will possess a strong academic background, preferably including an MBA or advanced finance-related qualification, along with approximately 6-8 years of relevant experience in debt advisory, project finance, acquisition finance, lending and advisory, or M&A advisory.

Page Group USA

Vice President Investment Banking - Project Finance

5+ years of hands-on experience working with and selling ERP solutions specifically with a working knowledge of Microsoft Dynamics is preferred, but will consider experience with Oracle, SAP, Epicor, Infor or NetSuite. Specifically, the Pre Sales / Solution Architect will have a deep understanding of the capabilities of Dynamics 365 Business Central along with the surrounding ecosystem and how it can assist clients and prospects to address their business application needs.

Sikich

Pre-Sales Solution Architect - D365 Business Central

You will leverage your Salesforce knowledge and industry expertise to identify opportunities and client needs, develop strategic account relationships, craft tailored proposals, and win high-value advisory and consulting engagements. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients.

Salesforce Account Executive (Financial Services)

Cross-Sell Adjacent Capabilities Collaborate with leaders across Sikich practices such as Salesforce, Microsoft Business Applications, Data Analytics & AI, Cybersecurity, and Risk Management to design and pursue coordinated account strategies aligned to insurance modernization roadmaps. Drive strategic pursuits and pipeline expansion by aligning sales plays to insurance-specific challenges, including core system modernization, underwriting transformation, delegated authority oversight, digital distribution, regulatory compliance, and data-driven decision making.

Industry Growth Leader (Insurance Services)

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

NetSuite Financial Consultant

Career progression within this role focuses on continued growth as a Financial Planner, including deepening technical expertise, expanding planning capabilities, and taking on greater complexity and responsibility, rather than progression into an Advisor role. Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.

Investment Advisor Jobs in the United States

Senior Performance Marketing Strategist Clients Blackbox

Senior VSL Specialist Clients Blackbox

Founding Head of Marketing and Sales Clients Blackbox

Account Strategist, Paid Media Clients Blackbox

Media Buyer Clients Blackbox

Direct Response Media Buyer Clients Blackbox

Paid Social Lead Clients Blackbox

Head of Sales & Marketing Clients Blackbox

Paid Acquisition Strategist Clients Blackbox

Direct Response Marketing Lead Clients Blackbox

Growth Lead Clients Blackbox

Client Services Advocate Axos Bank

CAC Financial Advisor 1, Truist Investment Services, Charlotte, NC Truist Bank

Executive Director, HR Business Advisor - Global Investment Banking (Client Aligned) JPMorgan Chase Bank, N.A.

Vice President Investment Banking - Project Finance Page Group USA

Pre-Sales Solution Architect - D365 Business Central Sikich

Salesforce Account Executive (Financial Services) Sikich

Industry Growth Leader (Insurance Services) Sikich

NetSuite Financial Consultant Sikich

Financial Planner Aldrich CPAs + Advisors LLP

Similar Job Searches

See More Jobs

Stand out to leading employers.