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© All Rights Reserved. ApplyBlast.com
PTC
The role involves managing the full client onboarding process, opening new brokerage, 529, and annuity accounts, and maintaining accurate client records. It requires 3 to 5 years of experience in RIA or broker‑dealer operations and familiarity with platforms such as Wealthscape, Redtail, eMoney, and Albridge.
Headquarters
Boston, Massachusetts, United States
Company Size
5001-10000 employees
Founded
1985
PTC accelerates digital transformation with a new generation of technology that powers the ways you engineer, manufacture, and service your physical products.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for PTC.
26,193 Shares in PTC Inc. $PTC Acquired by Magnetar Financial LLC
4 hours ago
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