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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Financial Advisor develops tailored wealth management strategies, enhances client relationships, and promotes financial services to meet client goals.
Top Skills:
Insurance Health LicenseInsurance Life LicenseInsurance Variable LicenseSeries 63Series 65Series 66Series 7
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Branch-based wealth advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and coordinates with specialists on investments, insurance, and estate planning.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Branch-based Wealth Advisor who builds and manages personalized wealth management practices, grows client relationships through outreach and partner referrals, and coordinates with specialists to deliver financial planning, investment management, insurance, and estate planning services.
Fintech • Insurance • Payments • Social Impact • Financial Services
The Private Banking Account Executive develops relationships with high-net-worth clients, providing tailored banking services and ensuring exceptional client satisfaction while managing a personal book of business.
Fintech • Insurance • Payments • Social Impact • Financial Services
The Commercial Credit & Portfolio Manager oversees credit quality for commercial real estate loans, manages a team, and ensures compliance with regulations.
Fintech • Insurance • Payments • Social Impact • Financial Services
The role focuses on business development, managing a portfolio, and coordinating loan transactions while ensuring compliance with bank policies.
Top Skills:
Ncino
Fintech • Information Technology • Financial Services
The role involves executing MBS trades, providing market insights, improving trading processes, and collaborating with internal and external partners.
Top Skills:
Fixed IncomeMbsProgrammingScripting
Fintech • Information Technology • Financial Services
Lead and oversee audits in Private Markets, advise on audit coverage, manage audit staff, and assess risks, while collaborating with stakeholders.
Top Skills:
Asset Management ProcessesAudit MethodologiesCompliance RegulationsData AnalysisFinancial InstrumentsRisk Assessment
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Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The VP of Fund Finance manages financing solutions for investment vehicles, overseeing debt facilities, liquidity management, and team training while collaborating with multiple internal teams.
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
The Analyst will support global funding and liquidity management by developing forecasting models, managing treasury data, and enhancing reporting automation.
Top Skills:
ExcelPower BIPythonSQLTableau
Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Seeking a Finance & Strategy Senior Analyst to develop financial models, analyze market opportunities, and drive strategic decisions across various business functions.
Top Skills:
ExcelGoogle SheetsSQL
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Fintech • Payments • Financial Services
The Senior Manager of Strategic Finance will build relationships to define financial strategy, lead financial analysis, and provide insights for commercial decisions, ensuring alignment across teams.
Top Skills:
Data AnalysisFinancial AnalysisFinancial Products
Reposted 20 Hours AgoSaved
Fintech • Software • Financial Services
The Product Specialist will translate client requirements into system applications, provide mentorship, resolve inquiries, and improve processes for investment accounting systems.
Top Skills:
MS Office
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The AVP & Actuary will manage sales, oversee pipeline operations, and maintain client relationships in the UK's Reinsurance business, while leading product development and strategic reinsurance projects.
Top Skills:
Actuarial ScienceEconomicsMathematicsStatistics
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Senior Accountant at MetLife will oversee financial reporting, month-end close activities, and compliance with GAAP, while managing audits and providing financial insights.
Top Skills:
MS OfficeNetSuite
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Fintech • Machine Learning • Payments • Software • Financial Services
Lead financial forecasting for CCAR and stress-testing scenarios, partner with business and tech teams to automate models (Python/SQL), produce presentations for senior leadership, manage Retail CCAR processes, perform variance analysis, and drive continuous improvements under tight timelines.
Top Skills:
Google SheetsGoogle SlidesPythonSQL
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