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Reposted 20 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The Marketing Manager will design and lead advisor marketing programs to drive advisor growth, focusing on creating frameworks, playbooks, and support systems for financial advisors.
Top Skills: Google Business ProfileHubspotMarketing Automation
Reposted 20 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
The Marketing Manager will lead advisor marketing growth programs, design playbooks, conduct training, and establish metrics to enhance advisors' practices.
Top Skills: Google Business ProfileHubspotMarketing Automation ToolsSocial Networks
Reposted 20 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The AI-Native Data Platform Engineer will design data foundations for AI systems in wealth management, architecting data pipelines, models, and frameworks to enable autonomous financial agents.
Top Skills: Aws (S3EcsGlueLambdaOpensearch)PythonRedshiftSQL
Reposted 21 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.
Top Skills: Financial Planning ToolsWealth Management Technology
Reposted 22 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
The Senior Trading Associate supports trading operations, managing trades, ensuring compliance, monitoring activity, and collaborating to enhance trading systems.
Top Skills: ExcelOrder Management SystemsTrading Platforms
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Reposted 22 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The Senior Trading Associate manages trade operations, ensuring efficient execution and compliance across multiple trading platforms, while identifying opportunities for process improvements.
Top Skills: Apex)Custodial Trading Platforms (SchwabExcelFidelityPershing
Reposted 23 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The Marketing Manager will focus on developing strategies and executing marketing initiatives for High Net Worth clients and institutional audiences, aiming to generate leads and support conversion efforts.
Top Skills: HubspotMarketing Automation
Reposted 23 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
The Marketing Manager will design and execute marketing strategies for high-value segments, generate leads, and support advisors in client acquisition.
Top Skills: Ai-Powered Marketing AutomationHubspot
23 Days AgoSaved
In-Office
Irving, TX, USA
Senior level
Senior level
Fintech • Financial Services
As a Senior Regional Compliance Associate, you'll ensure compliance for financial advisors, conduct audits, support regulatory examinations, and provide training on compliance-related matters.
Top Skills: Compliance Technology PlatformsFinraSec Rules
Reposted 24 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech • Financial Services
As HRBP for the Client Experience team, you will manage employee relations, training programs, and support organizational development efforts while partnering with leadership.
Top Skills: HrisLatticePerformance Management PlatformsRippling
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