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Parallel Partners

60 Parallel Partners Jobs Hiring in Arizona

ARM

SoC Architect

Chandler, AZ · On-site

$308K - $417K/yr

Ability to scale across multiple partners and deliver multiple engagements in parallel. * Collaborate with core, technology and software teams to optimize the end-to-end platform solutions

Nox Group

DESIGN INTEGRATION MANAGER

Phoenix, AZ · On-site

We prioritize our people, our partners, and our relationships. Start your journey today and join ... In CMAR contexts, where the design team runs in parallel, this role serves as the primary technical ...

Fox

Staff SDET

Tempe, AZ

As a Staff SDET, you will partner closely with Product, Engineering, Operations, and Delivery teams ... Build testing frameworks, tooling, and automation capabilities in parallel with feature development ...

Han Staffing

Product Manager

Scottsdale, AZ · On-site

Support the team through the various migration phases (build, parallel test, ramp up, cutover, fallback and decommission) * Partner closely with engineering leaders to ensure timely delivery, high ...

Select Medical

Therapy Aide

Mesa, AZ

$22/hr

Banner Rehabilitation Hospital Partnership with Select Medical Position: Therapy Aide Location ... Positions patients in parallel bars and prepares patients for standing with appropriate orthotic ...

CPG Beyond, Inc.

UPS Technician III

Tempe, AZ · On-site

$47.54 - $71.34/hr

... partners, and clients to complete projects on schedule and within budget.   • Without ... of series, parallel, and series parallel.   • Understand torque values, torque-mark ...

CPG Beyond the Cloud

UPS Technician III

Tempe, AZ · On-site

$47.54 - $71.34/hr

... partners, and clients to complete projects on schedule and within budget. • Without supervision ... Necessary use of Arc-Flash suit and PPE. • Show competency in the connections of series, parallel ...

Collabera

SQL Programmer

Phoenix, AZ

... in parallel Clearly outline next steps, track due dates, and follow up with business partners Qualifications Required Qualifications Intermediate to advanced knowledge of SQL Some experience in ...

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Operations Associate - Client Services

Parallel Advisors

Scottsdale, AZ • On-site

$50K - $72K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 4 days ago

Job description

Job Description:
The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.
This role is based in our Scottsdale office. Parallel Advisors operates on a three-day, in-office hybrid work schedule.
Duties and Responsibilities
    • Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
    • Manage operational needs of our clients during the onboarding process, such as account opening and account transfers.
    • Serve as a resource to multiple financial advisors in onboarding client relationships to Parallel.
    • Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.

Required Skills and Abilities
    • Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.
    • Strong organizational, analytical, communication, and interpersonal skills.
    • Ability to work effectively in a fast-paced and deadline-oriented environment. Capability to manage multiple demands and competing priorities.
    • Excellent written and verbal communication skills.
    • Broker/Dealer platform experience a plus.
    • CRM Experience, specifically Salesforce, a plus.

Qualifications
    • Very strong attention to detail and problem solver.
    • Effectively able to solve puzzles and operate within ambiguity.
    • Savvy with technology, especially as it pertains to data entry and systems maintenance.
    • Deadline oriented and highly organized.
    • Ability to work effectively and independently in a fast-paced environment.
    • Ability to be proactive
    • CRM experience (Salesforce preferred).
    • Bachelor's Degree or equivalent work experience
    • Two (2) to five (5) years of experience in financial services
    • Experience working at an RIA preferred

$50,000 - $72,000 a year
Parallel offers a competitive compensation package including:
Salary based upon experience.
Opportunity for a discretionary, semi-annual incentive award.
Benefits including health care, dental, vision, and 401k plans.
Opportunity for support of professional accreditation and continuing education requirements and other professional development.
Company: Parallel Advisors, LLC
- Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
- To enhance our clients' futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.
- With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations - including savings directives, insurance requirements, and investment strategies - flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
- We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms.
- At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
- Parallel Advisors, LLC is an Equal Opportunity Employer.

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