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Reposted 23 Hours AgoSaved
In-Office
New York, NY, USA
125K-200K Annually
Senior level
125K-200K Annually
Senior level
Fintech • Payments • Financial Services
As a Senior Wealth Advisor at Titan, you will engage clients on investment strategies, conduct portfolio analyses, and collaborate with cross-functional teams to enhance the investment management experience.
Top Skills: Excel
Reposted 23 Hours AgoSaved
Remote
United States
170K-200K Annually
Senior level
170K-200K Annually
Senior level
Edtech • Fintech • Financial Services
The Director of FP&A leads financial planning and analysis at CFI, managing forecasts, budgets, and strategic data integration while fostering team development and cross-department collaboration.
Top Skills: Bi Tools (TableauCrm (SalesforceErpExcelFp&A SystemsGoogle SuiteHubspot)Looker)
Reposted 23 Hours AgoSaved
In-Office
San Francisco, CA, USA
160K-250K Annually
Expert/Leader
160K-250K Annually
Expert/Leader
Fintech • Software • Financial Services
Lead end-to-end third-party partner diligence and risk management for fintech partnerships, including regulatory assessments, control reviews, remediation plans, monitoring, and governance to support safe partner onboarding and oversight.
Top Skills: Bsa/AmlE-SignElectronic Funds TransfersFair LendingFunds AvailabilityNachaOfacPrepaid AccessPrivacyTruth In LendingUdaap
Reposted 23 Hours AgoSaved
In-Office
Chicago, IL, USA
170K-200K Annually
Senior level
170K-200K Annually
Senior level
Fintech • Payments • Financial Services
The Fundamental Research Analyst will conduct research and monitor global news to identify investment opportunities, supporting traders in making informed decisions.
Top Skills: BloombergPythonReuters
Reposted 23 Hours AgoSaved
Easy Apply
In-Office or Remote
New York, NY, USA
Easy Apply
Senior level
Senior level
Fintech • Financial Services
As a Wealth Advisor, you will manage UHNW client relationships, advise on complex wealth strategies, and coordinate concierge services while ensuring compliance and documentation standards are met.
Top Skills: Wealth Management Platforms
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Reposted 23 Hours AgoSaved
In-Office
Sandusky, OH, USA
Mid level
Mid level
Fintech
Provide investment and financial planning services to mass-affluent clients ($50K+; primary target $250K–$2M), grow relationships and referrals, deliver holistic financial wellness conversations and plans, meet sales and referral goals, coordinate investment product delivery with branch staff, and coach/mentor branch personnel to maximize client outcomes.
Top Skills: LaptopPcProprietary Financial Services Systems
Reposted 23 Hours AgoSaved
In-Office
Covington Center, Covington, NY, USA
Junior
Junior
Fintech
Administer secondary market operations for mortgage buying and selling. Monitor daily workflows, ensure timely delivery to investors, log loan sales/purchases, comply with investor requirements and regulations, liaise with partners, and recommend process improvements to enhance sales effectiveness.
Top Skills: ExcelMS Office
Reposted 23 Hours AgoSaved
In-Office
4 Locations
154K-232K Annually
Expert/Leader
154K-232K Annually
Expert/Leader
Fintech
Lead strategic financial planning, profitability and investment analysis for product and initiative performance. Build and maintain financial models, pricing/revenue analyses, forecasts, and executive/board reporting. Partner cross-functionally to align plans with operational drivers, recommend corrective actions, improve reporting frameworks, and mentor team members to drive disciplined investment decisions and risk-managed growth.
Top Skills: Adaptive InsightsApptioExcelPlanviewTableauWorkday
Reposted 23 Hours AgoSaved
In-Office
Austin, TX, USA
Junior
Junior
Fintech
The Business Strategy Sr Analyst will support financial analysis, forecasting, and strategic initiatives while developing reports and business partnerships within Texas Capital.
Top Skills: HyperionMS OfficeExcelOraclePowerPointTm1
Reposted 23 Hours AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Fintech
Support senior derivatives marketers by structuring, pricing, and marketing interest rate and FX derivatives; develop hedging solutions, prepare client presentations, respond to client inquiries, coordinate trade execution and confirmations, produce market commentary, and assist internal teams on operations and ad hoc projects.
Top Skills: BloombergExcelMicrosoft PowerpointMicrosoft Word
Reposted 23 Hours AgoSaved
Hybrid
2 Locations
Entry level
Entry level
Fintech • Financial Services
Submit your resume for consideration at Baselane, a financial management platform for landlords, to help build their team and product.
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