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Reposted 3 Hours AgoSaved
In-Office
Branch, AR, USA
Senior level
Senior level
Fintech
The Associate Relationship Manager at MUFG will develop customer strategies, nurture relationships, negotiate terms, ensure compliance, and promote banking products and services to achieve branch objectives.
Reposted 5 Hours AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Financial Services
As a Wealth Planner, you will manage client relationships, conduct financial analysis, provide investment advice, and design customized financial solutions to meet clients' needs.
Top Skills: Digital ToolsRegulatory Frameworks
Reposted 5 Hours AgoSaved
In-Office or Remote
10 Locations
Mid level
Mid level
Fintech • Financial Services
As a Wealth Planner, you will manage client relationships, provide tailored financial advice, and design solutions based on clients' needs while ensuring regulatory compliance.
Top Skills: Digital ToolsFinancial PlanningInvestment Advice
Reposted 5 Hours AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Financial Services
Manage client relationships and provide bespoke financial planning and investment advice, focusing on long-term goals and compliance. Design customized solutions to meet clients' financial objectives and market trends.
Top Skills: Digital ToolsFinancial Planning Software
Reposted 5 Hours AgoSaved
In-Office
New York, NY, USA
150K-200K Annually
Senior level
150K-200K Annually
Senior level
Fintech • Financial Services
Manage Treasury portfolios by enhancing execution across market risks and analytics. Ensure compliance and optimise balance sheet performance while leading the NY Treasury team.
Top Skills: BloombergMurexPythonSQLTableauVBAWall Street Systems
Reposted 5 Hours AgoSaved
In-Office
7 Locations
Junior
Junior
Fintech • Payments • Financial Services
Advise individual and business clients on investments, loans and insurance; build and maintain client relationships; assess satisfaction; design integrated financial strategies; represent the institution in outreach and stay current on industry trends.
Reposted 7 Hours AgoSaved
In-Office
Tower, MI, USA
Senior level
Senior level
Fintech • Payments • Financial Services
The Manager will implement product strategies for unit trusts, manage relationships with asset managers, ensure compliance, and collaborate on marketing strategies and system enhancements.
Top Skills: ExcelMS OfficePowerPointWord
Reposted 7 Hours AgoSaved
In-Office
Tower, MI, USA
Internship
Internship
Fintech • Payments • Financial Services
The role involves discussing investment performance, formulating investment strategies, and supporting the Wealth Management strategy through analysis and collaboration.
Reposted 7 Hours AgoSaved
In-Office
Tower, MI, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The SMF Specialist drives product awareness and sales through broker relationships, manages client services, and supports marketing campaigns and training initiatives. Responsibilities also include customer complaint resolution and product feedback management.
Top Skills: Banking SoftwareFinancial ServicesWealth Management
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Reposted 7 Hours AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Insurance • Financial Services
The Senior Financial Analyst manages expense reporting, analyzes financial data, delivers reports, and collaborates on process improvements and financial initiatives.
Top Skills: AnaplanMS OfficePower BI
Reposted 7 Hours AgoSaved
In-Office
30309, Atlanta, GA, USA
Mid level
Mid level
Fintech • Consulting
As a Manager of Internal Controls and Accounting Policy, you will oversee financial integrity through SEC reporting, technical accounting, policy governance, and internal controls. You will manage complex accounting issues and lead strategic projects related to compliance and transformation.
Top Skills: Google SuiteExcelSec ReportingSox 404 ComplianceUs GaapWorkiva
Reposted 13 Hours AgoSaved
In-Office
30005, Alpharetta, GA, USA
Expert/Leader
Expert/Leader
Fintech • Consulting
The Sr. Manager, Financial Operations is responsible for delivering automated technology solutions for Finance, managing a technology roadmap, training users, and driving BI self-service capabilities while analyzing complex data to support strategic decision-making.
Top Skills: AlteryxDaxMdxPower BIPower QueryPythonRSQL ServerSsasSsisTableau
Reposted 9 Hours AgoSaved
In-Office
San Diego, CA, USA
25-31 Hourly
Entry level
25-31 Hourly
Entry level
Fintech
As a Staff Internal Auditor, you will conduct audits for compliance, assist in Sarbanes-Oxley examinations, and provide consultative guidance for improvement opportunities in various departments at Axos Bank.
Top Skills: Banking RegulationsCiaCisaCpaSarbanes-Oxley
Reposted 15 Hours AgoSaved
In-Office
6 Locations
75K-90K Annually
Junior
75K-90K Annually
Junior
Fintech
The Senior Accountant will handle general ledger accounting, prepare journal entries, conduct reconciliations, analyze financial statements, provide SOX guidance, and mentor junior staff.
Top Skills: ExcelOracle Cloud
Reposted 15 Hours AgoSaved
In-Office
San Diego, CA, USA
25-26 Hourly
Junior
25-26 Hourly
Junior
Fintech
The Portfolio Analyst supports investment strategies, collaborates with teams, contributes to presentations, manages projects, and delivers financial modeling and reporting.
Top Skills: Data AnalysisFinancial Modeling
Reposted 13 Hours AgoSaved
In-Office
4 Locations
62K-96K Annually
Junior
62K-96K Annually
Junior
Fintech • Payments • Financial Services
The Senior Accountant will manage client engagements, prepare various tax returns and trust documents, maintain client relationships, and ensure detailed documentation of engagements.
Top Skills: Accounting SoftwareCpa CertificationTax Return Preparation Software
Reposted 13 Hours AgoSaved
In-Office
Union, NJ, USA
Entry level
Entry level
Fintech • Software
The Associate, Tax will review financial information, calculate taxable income, prepare tax returns and forms, and assist in training staff.
Top Skills: GosystemsMicrosoft Suite
13 Hours AgoSaved
In-Office
New York, NY, USA
60K-65K Annually
Entry level
60K-65K Annually
Entry level
Fintech • Software
Assist hedge fund clients with operational support, maintain client relationships, handle market value reconciliations, and process settlements.
Top Skills: Excel
Reposted 15 Hours AgoSaved
In-Office
San Antonio, TX, USA
Senior level
Senior level
Fintech • Software
The role involves overseeing private equity fund administration and accounting, managing financial operations, preparing financial statements, and leading a team while ensuring compliance with accounting standards.
Top Skills: ExcelGaapIfrsMicrosoft Office SuiteYardi
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