Triad Partners
As of 3 November 2026, Triad Partners has 5 open roles (3 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Jotform and Microsoft Office as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Lawrence, Kansas, United States
- Employees
- 11-50 employees (linkedin)
- Sells to
- financial advisors
- Certifications on site
- Site languages
- EN
- Career system
- Rippling
Triad Partners in one screen
Read from triadpartners.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Triad Partners is a membership community for financial advisors that provides coaching, business development support, and networking to help them scale their practice. Its offerings include a membership, The Academy, The Pack, and in-person experiences held across cities. The community centers on top-tier advisors and their teams.
Named on the site: financial advisors.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 593 scored.
What Triad Partners says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Maintain accurate records in Salesforce to keep members updated• Research member preferences through the Triad Survey, JotForm survey responses, and outreach to members or internal teams; research gifts, obtain approval, wrap each gift, add a handwritten note, and schedule delivery for the occasion dat• Proficiency with Microsoft Office Suite and ability to learn adviser technology platforms.• Advanced proficiency in Microsoft Office (Outlook, Word, PowerPoint) with expert-level Excel skills; ability to work with data analytics and reporting tools.• Experience tracking expenses; working knowledge of Microsoft Outlook and Teams, Canva, Asana, Salesforce, and JotForm preferred.• Experience tracking expenses; working knowledge of Microsoft Outlook and Teams, Canva, Asana, Salesforce, and JotForm preferred.• Monitor compliance software systems (e.g., Red Oak, CRM, Orion, custodian platforms, Smarsh) to identify issues and escalate as appropriate.ge and experience with multiple order management systems (OMS) and/or execution management systems (EMS) such as Charles River, CircleBlack, Eze, FBSI, iRebal, Moxy, Tamarac, thinkorswim, and similar platforms; Orion Eclipse and TOM trading• Advanced proficiency in Microsoft Office (Outlook, Word, PowerPoint) with expert-level Excel skills; ability to work with data analytics and reporting tools.• Advanced proficiency in Microsoft Office (Outlook, Word, PowerPoint) with expert-level Excel skills; ability to work with data analytics and reporting tools.• Advanced proficiency in Microsoft Office (Outlook, Word, PowerPoint) with expert-level Excel skills; ability to work with data analytics and reporting tools.• Experience tracking expenses; working knowledge of Microsoft Outlook and Teams, Canva, Asana, Salesforce, and JotForm preferred.order management systems (OMS) and/or execution management systems (EMS) such as Charles River, CircleBlack, Eze, FBSI, iRebal, Moxy, Tamarac, thinkorswim, and similar platforms; Orion Eclipse and TOM trading experience strongly preferred.Vendors whose code loads on triadpartners.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
5 open roles, 5 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 1 · 0 |
| Human resources | 1 · 1 |
| Legal, compliance & risk | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Triad Partners to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Triad Partners
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 593 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Triad Partners (Lawrence, United States, 11-50 employees) has 5 open roles, 3 new in 30 days, and names 13 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/triadpartners.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from triadpartners.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Rippling career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Triad Partners: questions
Does Triad Partners use Salesforce?
Yes, by the company's own words: 2 postings name it, first seen 2026-10-06, in the human resources team.
Is Triad Partners hiring?
5 open roles as of 3 November 2026, 3 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From triadpartners.com itself: we crawled it on 2026-09-08, built the profile on 2026-09-12, and read its career site (Rippling) hourly since. Headcount is from LinkedIn.
Who should I write to at Triad Partners?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
Triad Partners and 41.5M more,
read from the source
Look up any company by domain, with its hiring, stack and signals. Start free, no card.