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3 Days AgoSaved
In-Office
Chicago, IL, USA
98K-199K Annually
Senior level
98K-199K Annually
Senior level
Fintech • Software • Financial Services
Manages complex investment portfolios and fee-generating accounts for high-net-worth clients. Develops asset allocations, selects investment strategies, rebalances portfolios, manages liquidity, ensures regulatory compliance, and conducts Reg 9 reviews. Partners with wealth advisors, trust officers, attorneys, consultants, and client teams. Presents investment performance and recommendations, supports business development, contributes thought leadership, mentors associates, and stays current on markets, economic trends, and investment methodologies.
Top Skills: Charles RiverFactsetFirst RateFisMS OfficeMorningstarSalesforce
3 Days AgoSaved
In-Office
2 Locations
98K-199K Annually
Senior level
98K-199K Annually
Senior level
Fintech • Software • Financial Services
Leads internal and MSSP-supported SOC operations, including monitoring, incident response, threat hunting, detection engineering, automation, telemetry management, and KPI reporting. Manages Microsoft Sentinel and Defender XDR capabilities, improves detection quality, coordinates major incidents, governs use-case lifecycles, and develops SOC analysts. Partners with technical, compliance, legal, and business stakeholders to strengthen cyber defense, operational readiness, and risk reduction.
Top Skills: APIsAWSAzureCriblGCPKqlLogic AppsMicrosoft Defender XdrMicrosoft SentinelMitre Att&CkPowershellPythonSIEM
3 Days AgoSaved
In-Office
Chicago, IL, USA
128K-259K Annually
Expert/Leader
128K-259K Annually
Expert/Leader
Fintech • Software • Financial Services
Leads a corporate banking team of Relationship Managers and Portfolio Bankers while managing a personal commercial lending portfolio. Responsibilities include achieving sales targets, coaching and developing staff, evaluating loan requests, maintaining credit quality, managing delinquencies, recruiting, and partnering with internal banking teams to deepen client relationships and deliver strong customer outcomes.
3 Days AgoSaved
In-Office
Evansville, IN, USA
78K-153K Annually
Senior level
78K-153K Annually
Senior level
Fintech • Software • Financial Services
Manages investment portfolios for high-net-worth clients, including asset allocation, portfolio reviews, rebalancing, liquidity management, compliance, and investment strategy implementation. Partners with wealth management teams, attorneys, trustees, and consultants to deliver client solutions. Presents performance and market analysis, supports client retention and business development, develops investment content, maintains industry expertise, and may mentor associates or lead moderately complex projects.
Top Skills: Charles RiverFactsetFirst RateFisMS OfficeMorningstarSalesforce
3 Days AgoSaved
In-Office
7 Locations
106K-215K Annually
Expert/Leader
106K-215K Annually
Expert/Leader
Fintech • Software • Financial Services
Leads corporate accounting operations, financial reporting, regulatory compliance, internal controls, accounting policy, and SOX compliance. Oversees external reporting, GAAP interpretation, audit and regulator relationships, ERP implementation, process transformation, remediation, and cross-functional initiatives. Provides strategic financial insight and develops a high-performing accounting team.
Top Skills: Erp Systems
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3 Days AgoSaved
In-Office
Chicago, IL, USA
Senior level
Senior level
Fintech • Software • Financial Services
Senior Corporate Banking Relationship Manager responsible for generating commercial loan and deposit business, managing client portfolios, maintaining credit quality, and expanding relationships. The role develops new business, evaluates loan requests, manages delinquencies, coordinates with credit and finance teams, supports mid-corporate strategy, and informally coaches other relationship managers. Success requires strong commercial banking, sales, negotiation, financial analysis, portfolio management, and credit risk expertise.
3 Days AgoSaved
In-Office
Clayton, MO, USA
78K-153K Annually
Senior level
78K-153K Annually
Senior level
Fintech • Software • Financial Services
Manage investment portfolios for high-net-worth clients, including asset allocation, portfolio rebalancing, liquidity, compliance, and investment strategy. Partner with wealth management teams on client presentations, performance reporting, business development, and relationship retention. Provide investment expertise, market analysis, and fiduciary oversight while coordinating with attorneys, trustees, consultants, and internal stakeholders. Mentor investment associates and contribute to projects, thought leadership, and capability initiatives.
Top Skills: Charles RiverFactsetFirst RateFisMS OfficeMorningstarSalesforce
3 Days AgoSaved
In-Office
Chicago, IL, USA
52K-215K Annually
Senior level
52K-215K Annually
Senior level
Fintech • Software • Financial Services
Senior liquidity advisor responsible for growing and managing commercial deposit relationships, achieving deposit and fee targets, and optimizing portfolio performance. Partners with Treasury Management, Commercial Banking, Corporate Treasury, and product teams to develop liquidity products, pricing strategies, and client solutions. Produces client-specific liquidity analyses, translates complex data into executive recommendations, supports risk and governance discussions, and delivers consultative sales presentations. Also drives referrals, client retention, relationship expansion, and strategic deposit initiatives.
Top Skills: MS Office
3 Days AgoSaved
In-Office
3 Locations
45K-85K Annually
Mid level
45K-85K Annually
Mid level
Fintech • Software • Financial Services
Provides general ledger accounting, financial close, account reconciliations, financial analysis, internal control support, audit assistance, and process improvements for the bank and its affiliates. Reviews bank activity, prepares adjusting entries, supports SOX compliance, fulfills reporting requests, and maintains accurate documentation and procedures. Requires collaboration with Accounting, Finance, Treasury, Tax, auditors, and operational teams.
Top Skills: ExcelMicrosoft WordUs Gaap
3 Days AgoSaved
In-Office
6 Locations
170K-200K Annually
Senior level
170K-200K Annually
Senior level
Fintech • Software • Financial Services
Provides legal advice on corporate, public company, securities, governance, board, subsidiary, contract, and merger and acquisition matters. Prepares SEC filings, supports board activities, manages corporate transactions, advises management, reviews policies and contracts, and partners with business teams on legal and corporate projects.
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