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Top Remote Fintech Finance Jobs
Fintech • Payments • Financial Services
Remote Premium Auditors conduct insurance premium audits, verify compliance with laws, and check for fraud. They gather data from policyholder records and communicate results.
Top Skills:
ExcelMicrosoft WordVisual Audit
Fintech • Software • Financial Services
The AVP of Finance will manage financial operations, oversee accounting processes, perform financial reporting, and drive continuous improvement with AI tools.
Top Skills:
Ai ToolsChatgptClaudeExcelNetSuiteRamp
Fintech • Software • Financial Services
The Corporate Tax Manager oversees tax compliance, reporting, and planning for the bank, focusing on federal, state, and local tax regulations. Responsibilities include managing tax audits, developing tax strategies, and collaborating with various departments to ensure compliance.
Top Skills:
AccountingFinance
2 Hours AgoSaved
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Merrill Advisor Development Program prepares individuals to become Financial Advisors, focusing on client relationship building, investment recommendations, and achieving performance goals.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft WordSalesforce
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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Advisor in the Merrill Advisor Development Program, you will engage with high-net-worth individuals to assess financial needs and provide tailored investment recommendations while building a book of business.
Top Skills:
ExcelMicrosoft WordPowerPointSalesforce
Fintech • Payments • Financial Services
The Payroll & Tax Consultant provides expertise in payroll and taxation, ensuring compliance and working with internal teams and external vendors to enhance payroll processes.
Top Skills:
ExcelWorkday
Fintech • Payments • Financial Services
The VP leads high net worth financial planning services, supporting advisors in estate, tax, and wealth management for HNW clients. They manage a team and drive service innovation, aligning initiatives with strategic priorities.
Top Skills:
EmoneyFinancial Planning Software
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Fintech • Payments • Financial Services
Provide high-touch wealth advisory services to high-value clients in Greater Los Angeles: manage client relationships, deliver financial planning and investment recommendations, coordinate planning campaigns, support audits, and collaborate with advisory and portfolio management teams to deepen relationships and expand wallet share.
Top Skills:
ExcelMicrosoft WordNetx360OutlookPowerPointSalesforce
Fintech • Payments • Financial Services
As a Workplace Planning Consultant, provide guidance on retirement savings options like 401K and IRAs, enhancing customer relationships.
Top Skills:
Microsoft SuiteSalesforce
Reposted 8 Hours AgoSaved
Fintech • Payments • Financial Services
The Wealth Advisor manages client relationships, delivers personalized financial planning services, executes planning campaigns, and recommends investment strategies. They coordinate financial reviews and identify opportunities within an elite client base.
Top Skills:
ExcelMicrosoft WordNetx360OutlookPowerPointSalesforce
Fintech • Software • Financial Services
Manage new business and renewal processes for commercial insurance accounts: timeline and submission preparation, exposure and coverage analysis, quoting and negotiation, proposal presentation, carrier relationship management, and collaboration with advisors, account teams, and risk resources.
Top Skills:
AcordAgency Management SystemCarrier Rating SystemsComparative Rating ToolsEpicExcelMS OfficeWord
Fintech • Software • Financial Services
Manage new business and renewal processes for property & casualty insurance accounts: maintain timelines, prepare submissions and proposals, perform exposure and coverage analysis, negotiate terms with carriers, use carrier systems and rating tools, and collaborate with advisors, service teams, and risk resources.
Top Skills:
AcordAgency Management SystemCarrier Rating SystemsComparative Rating ToolsEpicExcelMS OfficeWord
Fintech
The Senior Manager will oversee the crew in Financial Wellness B2B services, drive strategy development, and enhance analytical capabilities while ensuring regulatory compliance and maintaining industry knowledge.
Top Skills:
CfaCfpFinra
Fintech
The Supervision Program Strategist will design, develop, and execute initiatives enhancing supervisory frameworks, integrating practices with regulations, and driving cross-functional initiatives.
Top Skills:
Finra GuidelinesProject Management MethodologiesSec RegulationsSupervision Program Frameworks
Fintech • Payments • Financial Services
Manage a dedicated client portfolio, creating comprehensive financial plans and providing exceptional client service. Engage with clients to understand their goals and offer investment advice.
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