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Reposted 16 Hours AgoSaved
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Remote
United States
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Junior
Junior
Fintech • Financial Services
The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.
Top Skills: Crm SystemsFinancial Planning Software
Reposted 16 Hours AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
Lead the redesign of the advisor recruitment experience, create sales enablement materials, and support training initiatives to enhance advisor engagement.
Top Skills: SaaSSales Enablement
2 Days AgoSaved
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In-Office or Remote
2 Locations
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Junior
Junior
Fintech • Financial Services
The Social Media Coordinator will grow digital presence through content creation and analytics across platforms, focusing on video and engagement metrics.
Top Skills: Adobe PremiereFinal Cut ProReelsTiktokWevideoYoutube Shorts
Reposted 2 Days AgoSaved
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In-Office
Irving, TX, USA
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Senior level
Senior level
Fintech • Financial Services
As a Senior Client Experience Associate, you will manage relationships with clients and advisors, support onboarding and financial operations, and enhance client experience by collaborating with product and engineering teams.
Top Skills: Crm SystemsCustodial And Wealth Management Platforms
Reposted 2 Days AgoSaved
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In-Office
Irving, TX, USA
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Junior
Junior
Fintech • Financial Services
Manage and execute client transition processes in wealth management, ensuring accurate account documentation and effective collaboration with external partners.
Top Skills: Black DiamondCharles SchwabFidelityPershing
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3 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The Senior Product Designer will establish and rebuild the design system at Farther, focusing on component library development, stakeholder alignment, and collaboration with engineering.
Top Skills: FigmaStorybook
7 Days AgoSaved
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In-Office
Waterloo, ON, CAN
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Senior level
Senior level
Fintech • Financial Services
Design and implement backend services and APIs for a wealth management platform, focusing on scalability and collaboration with frontend engineers.
Top Skills: AWSBunCockroachdbJavaScriptTypescript
7 Days AgoSaved
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In-Office
Waterloo, ON, CAN
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Senior level
Senior level
Fintech • Financial Services
The Senior Full-Stack Engineer will design backend services and APIs for a wealth management platform, collaborate on features, mentor engineers, and contribute to product development.
Top Skills: AWSBunCockroachdbJavaScriptRestful ApisTypescript
Reposted 7 Days AgoSaved
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In-Office
Dallas, TX, USA
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Senior level
Senior level
Fintech • Financial Services
The Accounting Manager will oversee accounting operations, manage financial statements, lead audits, and build scalable financial processes to support company growth.
Top Skills: ExcelNavanNetSuiteRampRippling
Reposted 8 Days AgoSaved
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In-Office or Remote
3 Locations
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Senior level
Senior level
Fintech • Financial Services
As a Senior Financial Advisor, you'll build client relationships, manage wealth strategies, and leverage modern tools to enhance client experience.
Top Skills: Investment ProductsProprietary Data-Driven Prospecting ToolsWealth Management Technology
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