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Recently posted jobs
Fintech • Software • Financial Services
Provide high-quality day-to-day client service and account support for CAM clients, process transactions for properly registered accounts, maintain compliance and administrative tasks, and perform occasional proactive client outreach and other duties as assigned.
Fintech • Software • Financial Services
The Talent Development Program and Logistics Administrator manages LMS activities, supports learning initiatives, and collaborates with HR and stakeholders for corporate training.
Fintech • Software • Financial Services
The Financial Consultant interviews customers to assess their investment and insurance needs, recommends appropriate products, monitors performance, and collaborates with branch teams focused on sales.
Fintech • Software • Financial Services
The Account Manager II performs customer service and sales, addresses customer inquiries, identifies coverage gaps, and processes service requests, ensuring adherence to procedures for customer satisfaction.
Fintech • Software • Financial Services
Lead accounting operations, financial reporting, and compliance with GAAP and SEC standards. Oversee monthly, quarterly, and annual close, budgeting, financial analysis, KPIs, and process improvements. Manage, mentor, recruit, and develop accounting teams, support audits and M&A activities, and provide strategic financial insights to senior leadership.
Fintech • Software • Financial Services
The Technical Associate II installs, repairs, and maintains computer systems, while troubleshooting and upgrading hardware and software under supervision.
Fintech • Software • Financial Services
The Market Leader Sales Executive is responsible for retaining and servicing existing customers, achieving revenue goals through effective client management and providing tailored insurance solutions. Key tasks include meeting retention targets and developing relationships with clients and service teams.
Fintech • Software • Financial Services
The Territory Sales Manager leads a business development team in investment and insurance sales, ensuring production goals are achieved while coaching and training team members.
Fintech • Software • Financial Services
The Relationship Manager is responsible for client relationship management, client retention, executing diverse client activities, and generating additional revenue while maintaining high client trust and satisfaction.
Fintech • Software • Financial Services
Entry-level retail financial sales role. Meet with customers and prospects to assess investment and insurance needs, recommend products, obtain required licenses, support Financial Consultants, develop business plans, and monitor client investments to make recommendations.
Fintech • Software • Financial Services
Oversee compliance areas including Testing and Issues Management, ensuring the program manages regulatory risks across business lines.
Fintech • Software • Financial Services
Responsible for various operations duties including customer inquiries, account maintenance, payment processing, and compliance, ensuring efficient operations.
Fintech • Software • Financial Services
The Brand Marketing Specialist enhances brand connection through campaign excellence, project management, and strong partnerships to meet strategic goals and drive product adoption.
Fintech • Software • Financial Services
The Credit Analyst II conducts customer due diligence and financial analyses, prepares documentation, and interacts with credit officers regarding borrower evaluations.
Fintech • Software • Financial Services
The Operations Specialist handles various deposit and electronic banking tasks, interprets account relationships, resolves exceptions and provides customer assistance, requiring strong communication and organizational skills.
Fintech • Software • Financial Services
Market Leaders execute sales strategies by developing new business opportunities and maintaining strong relationships with regional banking divisions. They focus on achieving revenue growth and customer retention while collaborating closely with bank partners.
Fintech • Software • Financial Services
Originate residential mortgage and home equity loans by developing business plans, networking with referral sources, explaining products, analyzing credit and financial data, coordinating documentation from application to closing, meeting sales goals, and maintaining regulatory compliance. Requires NMLS certification or ability to obtain.
Fintech • Software • Financial Services
The Private Wealth Advisor interviews clients to assess investment and insurance needs, recommends solutions, monitors performance, and fosters client relationships.
Fintech • Software • Financial Services
Manage high impact business accounts, performing customer service, sales, and insurance coverage advocacy while maintaining customer satisfaction.
Fintech • Software • Financial Services
The Operations Associate is responsible for various tasks including customer inquiries, transaction processing, account maintenance, compliance assurance, and data verification.



