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10 Hours AgoSaved
In-Office
Maple Heights, OH, USA
Entry level
Entry level
Fintech
The Private Client Advisor will manage investment services for affluent clients, developing relationships and offering financial solutions to grow client portfolios.
Top Skills: Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry Essentials
13 Hours AgoSaved
In-Office
Cleveland, OH, USA
116K-216K Annually
Senior level
116K-216K Annually
Senior level
Fintech
The individual will oversee capital management, stress testing, risk weighted assets, and lead a team while ensuring compliance with regulatory requirements.
Top Skills: Cloud-Based ComputingDistributed ComputingMicrosoft Office SuiteNoSQLPythonRSASSQL
Reposted 15 Hours AgoSaved
In-Office
Juneau, AK, USA
19-28 Hourly
Entry level
19-28 Hourly
Entry level
Fintech
Assist clients with financial wellness by providing guidance, processing transactions, and building strong relationships to deepen client engagement.
Reposted YesterdaySaved
In-Office
Boston, MA, USA
123K-257K Annually
Senior level
123K-257K Annually
Senior level
Fintech
The Sr. Relationship Manager serves as a financial advisor, managing and developing relationships with clients, driving business growth, and overseeing credit processes. Responsibilities include client engagement, risk management, and team collaboration to ensure client needs are met and portfolio quality is maintained.
Top Skills: Banking ProductsCash ManagementDerivativesEquipment Finance
Reposted YesterdaySaved
In-Office
Dayton, OH, USA
112K-210K Annually
Senior level
112K-210K Annually
Senior level
Fintech
The Commercial Relationship Manager serves as a financial advisor, manages client banking relationships, drives business development, and ensures adherence to risk management and profitability standards.
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YesterdaySaved
In-Office
Brooklyn, OH, USA
48K-72K Annually
Junior
48K-72K Annually
Junior
Fintech
The Treasury Operations Analyst processes transactions and prepares reports, manages fixed income securities, oversees funding activities, and ensures compliance with SOX regulations.
Top Skills: Bny MellonCollateral Management SystemFedLightningExcel
Reposted YesterdaySaved
In-Office
9 Locations
96K-181K Annually
Senior level
96K-181K Annually
Senior level
Fintech
The Sr. Cybersecurity Operational Risk Officer manages operational and technology risks, provides oversight, collaborates with teams, and enhances risk frameworks. They evaluate projects and compliance, conduct assessments, and maintain relationships with business leaders.
Top Skills: Archer GrcMS Office
YesterdaySaved
In-Office
Brooklyn, OH, USA
63K-96K Annually
Junior
63K-96K Annually
Junior
Fintech
The Credit Associate underwrites SBA loans by analyzing credit information for new requests, assessing risks, and making loan decisions while ensuring compliance with credit policies.
Top Skills: Financial ModelingMS OfficeRisk Rating Models
Reposted YesterdaySaved
In-Office
3 Locations
96K-181K Annually
Mid level
96K-181K Annually
Mid level
Fintech
The Sr Compliance Officer oversees UDAAP compliance through testing, monitoring, data analysis, and training, while collaborating with various teams to enhance compliance processes.
Top Skills: AnalyticsData Analysis Tools
Reposted 2 Days AgoSaved
In-Office
Cleveland, OH, USA
19-28 Hourly
Entry level
19-28 Hourly
Entry level
Fintech
The Financial Wellness Associate supports client relationships through financial service transactions and personalized guidance, ensuring compliance and fostering sales goals.
Top Skills: Digital TechnologyMobile AppsWeb-Based BrowsingWindows-Based Applications
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