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Fintech • Insurance • Financial Services
Leads quality engineering strategy and governance for Trade Finance and Working Capital Solutions technology. Oversees test planning, automation, integration, end-to-end and non-functional testing, release assurance, quality metrics, risk assessment, and audit readiness. Mentors quality engineering teams, coordinates vendors and stakeholders, and drives quality standards across Agile delivery teams in a regulated banking environment.
Fintech • Insurance • Financial Services
Design, build, and deploy predictive and generative ML models (including LLMs) for banking use cases. Create production-ready, modular ML pipelines, evaluate and monitor models, run A/B tests, and translate business problems into measurable solutions while collaborating cross-functionally.
Fintech • Insurance • Financial Services
Process branch financial transactions, resolve customer concerns, identify customer needs and recommend banking solutions, achieve sales and service goals, support team effectiveness, and contribute to operational improvements.
Fintech • Insurance • Financial Services
The Financial Advisor provides financial planning and investment management solutions, serving clients' unique needs and achieving sales goals through comprehensive client engagement and relationship management.
Fintech • Insurance • Financial Services
The Financial Advisor Manager oversees a team of Financial Advisors, focusing on hiring, training, mentoring, and driving sales of Mass Affluent products while ensuring compliance and performance management.
Fintech • Insurance • Financial Services
The Financial Advisor role involves providing financial planning guidance, selling investment management solutions, and managing client relationships to meet their financial goals.
Fintech • Insurance • Financial Services
Underwrite and structure credit for assigned portfolios, assess borrower creditworthiness, prepare competitive credit packages, perform annual reviews, monitor and control credit facilities, support relationship managers, ensure compliance with risk policies, and contribute to process improvements and team knowledge sharing.
Fintech • Insurance • Financial Services
The SBA Commercial Lender manages complex business banking relationships, providing tailored financial solutions, developing new business, and ensuring client satisfaction, while meeting growth goals.
Fintech • Insurance • Financial Services
Develop and prototype quantitative valuation and risk models to measure and hedge interest-rate risk in the banking book. Perform portfolio analysis, maintain Canoe Aggregator ALM models, monitor model performance, support validation/audit/regulatory requirements, and collaborate with internal treasury, risk, and analytics teams.
Fintech • Insurance • Financial Services
The Financial Advisor Associate advises clients on wealth management, analyzes financial information, develops strategies, and maintains client relationships to achieve financial goals.
Fintech • Insurance • Financial Services
Provide financial planning guidance and sell investment management solutions to TD Wealth clients. Serve as primary client contact, onboard new clients, conduct annual reviews, meet sales goals, ensure regulatory compliance and continuing education, collaborate with internal partners, generate leads and referrals, and mentor new advisors. Requires travel within assigned market and strong client relationship skills.
Fintech • Insurance • Financial Services
The Financial Advisor role involves providing financial planning guidance and managing client relationships to achieve their investment goals. Responsibilities include onboarding new clients, conducting financial analyses, and meeting sales goals while adhering to regulatory requirements.
Fintech • Insurance • Financial Services
The Financial Advisor provides financial planning and investment management solutions, guiding clients to achieve their financial goals while ensuring excellent service and compliance with regulatory standards.
Fintech • Insurance • Financial Services
The Financial Advisor Associate works with clients to analyze financial situations, recommend tailored strategies, and maintain client relationships. The role involves sales, education on wealth management products, and requires strong interpersonal skills to build a client base.
Fintech • Insurance • Financial Services
The Financial Advisor role involves providing financial planning guidance, selling investment management solutions, and servicing clients' complex needs. Advisors will develop relationships with clients, manage goals, ensure a thorough onboarding process, and meet sales targets while adhering to compliant procedures.
Fintech • Insurance • Financial Services
Participate in a trainee program to become a Financial Advisor Associate: prospect and meet clients, analyze financial situations, recommend and sell investment and insurance solutions (annuities), develop and maintain client relationships, educate retail staff, complete required licensing, and comply with FINRA and company policies.
15 Hours AgoSaved
Fintech • Insurance • Financial Services
Lead second-line compliance oversight for U.S. Corporate Office programs. Provide regulatory advice, assess program design and controls, drive compliance risk management activities, manage escalations, partner with Legal/Finance/Audit/Technology, prepare executive reporting, and mentor team members to ensure regulatory requirements are identified, assessed, and remediated.
Fintech • Insurance • Financial Services
Provide financial crime risk management support including research, oversight, operational and analytical reporting. Coordinate requests with business partners, prepare summaries and presentations for stakeholders, analyze data and emerging regulatory trends, recommend remediation, track FCRM initiatives, and escalate sensitive issues. Support team knowledge transfer and maintain risk controls and policy adherence.
Fintech • Insurance • Financial Services
Lead and coach a team of commercial credit analysts, manage a portfolio of moderate-to-highly complex commercial accounts, structure credit solutions, ensure risk and regulatory compliance, drive business growth and customer experience, and contribute to strategic planning and unit profitability.
Fintech • Insurance • Financial Services
Lead a team of Product Owners to define product strategy, prioritize backlogs, deliver customer-focused increments, manage risk and vendor relationships, and drive TPRM product modernization within a scaled agile environment.



