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Reposted One Month AgoSaved
In-Office
Charlotte, NC, USA
23-30 Hourly
Senior level
23-30 Hourly
Senior level
Fintech
Provide administrative and office management support to the Macro Products Group: maintain policies and regulatory storage, manage vendor invoices, coordinate onboarding and FINRA-related training/registrations, support IT/office planning, organize travel and client events, prepare group communications, and deliver general team support.
Reposted One Month AgoSaved
In-Office
Warsaw, Warszawa, Mazowieckie, POL
Mid level
Mid level
Fintech
Develop and maintain Python-based components for credit risk model lifecycle, migrate production engine from SAS to Python, implement model logic, optimize code, build automated data processing and deployment workflows, and support monitoring, dashboards, and production integration with infrastructure and risk teams.
Top Skills: AirflowAWSAzureBashCi/CdGitPythonSASSQL
Reposted One Month AgoSaved
In-Office
Farmington, MO, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Provide investment, planning, and insurance advice to affluent clients: collect financial information, assess needs, construct tailored portfolios, deliver market views and due diligence, and coordinate trust, advisory, and insurance solutions while partnering with internal U.S. Bank channels to grow client relationships and new business.
Top Skills: MoneyguideproSalesforceSeismic
Reposted One Month AgoSaved
In-Office
3 Locations
118K-160K Annually
Mid level
118K-160K Annually
Mid level
Fintech
Support Macro Rates Sales by designing and demonstrating derivative pricing, valuation, and hedging solutions. Prepare market presentations and RFP responses, coordinate credit/ISDA documentation and trade confirmations, assist client execution and idea generation, and back up senior sales team members.
Top Skills: Isda
Reposted One Month AgoSaved
In-Office
Tampa, FL, USA
152K-215K Annually
Expert/Leader
152K-215K Annually
Expert/Leader
Fintech
Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate a team of banking, trust, and investment professionals to meet client needs. Provide expert wealth management counsel on complex issues, drive business development, and oversee relationship management. Role requires NMLS registration and successful completion of background and credit checks.
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Reposted One Month AgoSaved
In-Office
Rancho Cucamonga, CA, USA
150K-176K Annually
Expert/Leader
150K-176K Annually
Expert/Leader
Fintech
Manage retention and growth of medium to large high-net-worth client relationships. Build and lead cross-functional teams (banking, trust, investments) to address complex wealth needs. Provide expert financial counsel, drive business development, and ensure regulatory compliance (including NMLS registration).
Reposted One Month AgoSaved
In-Office
Carson City, NV, USA
31K-38K Annually
Mid level
31K-38K Annually
Mid level
Fintech
Provide consultative banking and financial solutions to small businesses ($500K–$2.5M revenue). Grow relationships via prospecting, routine outreach, and business development. Handle account openings, product recommendations, servicing, and collaborate with branch partners and business lines to refer larger needs.
Reposted One Month AgoSaved
In-Office
Minneapolis, MN, USA
158K-193K Annually
Expert/Leader
158K-193K Annually
Expert/Leader
Fintech
Manage retention and growth of medium-to-large high-net-worth client relationships. Build and lead a team of banking, trust, and investment professionals, provide expert wealth advice, handle complex relationship issues, and drive business development and client servicing strategies.
One Month AgoSaved
In-Office
Hopkins, MN, USA
76K-92K Annually
Junior
76K-92K Annually
Junior
Fintech
Provide personalized financial education and investment advice to emerging-affluent clients via virtual meetings, phone, and digital tools. Assess goals, risk tolerance, tax considerations and current positions to create tailored brokerage, advisory, and insurance recommendations. Onboard new clients to U.S. Bancorp Advisor, maintain relationships, perform ongoing reviews, coordinate with internal teams, document activity, manage appointments, and ensure compliance with laws, regulations, suitability rules, and company policies.
Top Skills: Financial Planning ApplicationsMS OfficeU.S. Bancorp Advisor
Reposted One Month AgoSaved
In-Office
Beverly Hills, CA, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, perform research and due diligence, present investment plans, manage relationships, and drive new business while coordinating trust, portfolio management, and private banking services.
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