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Reposted 2 Days AgoSaved
In-Office
Philadelphia, PA, USA
105K-162K Annually
Mid level
105K-162K Annually
Mid level
Fintech • Software • Financial Services
As a Portfolio Manager, oversee investment strategies, manage multi-asset class portfolios, develop investment opportunities, and communicate with clients, focusing on financial markets.
Top Skills: Exchange Traded FundsInvestment StrategiesMutual Funds
Reposted 4 Days AgoSaved
In-Office
San Francisco, CA, USA
163K-263K Annually
Senior level
163K-263K Annually
Senior level
Fintech • Software • Financial Services
The Senior AI Engineer will deploy LLMs and generative AI in production, build RAG systems, optimize performance, and ensure AI feature quality.
Top Skills: APIsDockerFastapiGenerative AiHaystackHugging FaceLangchainLarge Language ModelsLlamaindexOpenaiVector Databases
9 Days AgoSaved
Greater Tunb, ARE
20-26
Junior
20-26
Junior
Fintech • Software • Financial Services
As a Cost Basis Specialist I, you'll maintain cost basis accuracy, ensure compliance with IRS regulations, resolve client issues, and perform quality audits.
Top Skills: Cost Basis ReportingIrs Regulations
9 Days AgoSaved
In-Office
Lehi, UT, USA
28-42
Entry level
28-42
Entry level
Fintech • Software • Financial Services
The Associate Investment Strategist will analyze client portfolios, generate proposals, support due diligence, and prepare marketing materials for investment strategies.
Top Skills: Excel
10 Days AgoSaved
Greater Tunb, ARE
73K-110K Annually
Mid level
73K-110K Annually
Mid level
Fintech • Software • Financial Services
The Subject Matter Expert Team Manager ensures high customer service standards, trains team members, analyzes client requests, maintains system knowledge, and manages team performance and operations efficiently.
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Reposted 10 Days AgoSaved
In-Office
5 Locations
108K-170K Annually
Expert/Leader
108K-170K Annually
Expert/Leader
Fintech • Software • Financial Services
As a Data Architect, you'll design and develop data architecture, manage databases, support production, implement observability frameworks, and collaborate with teams to deliver high-performance data solutions.
Top Skills: Ai ToolsAWSAzureDatabricksEltETLGCPKafkaMySQLSnowflakeSsis
13 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Software • Financial Services
As a Manager of Enterprise Partnerships, you will lead a team, foster relationships, drive sales growth, manage partnerships, and uphold customer satisfaction via exceptional service.
Top Skills: CRM
16 Days AgoSaved
Greater Tunb, ARE
27-40
Mid level
27-40
Mid level
Fintech • Software • Financial Services
The Senior Billing Specialist manages billing processes, collaborates on projects to improve systems, resolves issues, and supports billing team training.
Top Skills: Orion Billing System
17 Days AgoSaved
In-Office
Philadelphia, PA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The role focuses on managing relationships with financial advisors to drive sales and design customized portfolio solutions for high-net-worth clients.
Top Skills: Financial PlanningInvestment AnalysisSales Strategies
20 Days AgoSaved
In-Office
5 Locations
64K-95K Annually
Senior level
64K-95K Annually
Senior level
Fintech • Software • Financial Services
The Enterprise Project Manager oversees client onboarding and project management, ensuring high customer service and effective communication during migrations. Duties include creating project plans, managing the onboarding process, and guiding teams through implementation while resolving client issues.
Top Skills: Orion Portfolio SolutionsPractice ManagementTamp Functionality
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