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13 Days AgoSaved
In-Office
Brooklyn, OH, USA
21-24
Senior level
21-24
Senior level
Fintech
The Senior Specialist manages mutual fund transactions, ensuring accurate receipt, distribution, and account transfers while collaborating with teams and resolving discrepancies.
Top Skills: Fidelity WealthscapeGlobal OfficeGlobal Plus
13 Days AgoSaved
In-Office
2 Locations
22-23
Entry level
22-23
Entry level
Fintech
The ACH Exceptions and Manual Processing Lead Specialist handles exception ACH transactions, resolves discrepancies, collaborates with internal teams, and ensures compliance with operational standards.
Top Skills: Automated Posting ApplicationCmodPep+
13 Days AgoSaved
In-Office
Tecumseh, MI, USA
Entry level
Entry level
Fintech
The Financial Wellness Associate delivers client service and transaction support while identifying financial wellness opportunities, enhancing client relationships, and contributing to sales goals within KeyBank's communities.
Top Skills: Digital TechnologyMobile AppsPc With Windows ApplicationsWeb-Based Browsing
13 Days AgoSaved
In-Office
5 Locations
90K-120K Annually
Junior
90K-120K Annually
Junior
Fintech
The Portfolio Manager manages client portfolios, providing financial advice, credit monitoring, and support for lending operations. Responsibilities include analyzing financial statements, structuring credit delivery, and enhancing client relationships.
Top Skills: Common Business SoftwareInternet ApplicationsMs Office SuiteSpreadsheets
Reposted 13 Days AgoSaved
In-Office
Sandusky, OH, USA
Entry level
Entry level
Fintech
The Private Client Advisor grows new and existing relationships, focusing on investment services for Mass Affluent clients, conducting financial wellness conversations, and collaborating with branch teams.
Top Skills: Certified Financial Planner (Cfp)Finra License S66 Or S63 And 65Finra License S7Finra Security Industry Essentials (Sie)
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14 Days AgoSaved
In-Office
Brooklyn, OH, USA
75K-85K Annually
Senior level
75K-85K Annually
Senior level
Fintech
Responsible for creating compelling content across multiple segments and channels, collaborating with various teams to meet deadlines and ensure brand consistency.
Top Skills: Adobe AcrobatAi Writing ToolsWeb-Based Work And Project Management SystemsWord
14 Days AgoSaved
In-Office or Remote
2 Locations
71K-80K Annually
Mid level
71K-80K Annually
Mid level
Fintech
The Knowledge Systems Analyst manages knowledge systems and content strategies, ensuring alignment between business needs and technical solutions. Responsibilities include taxonomy development, data stewardship, and cross-functional collaboration to enhance knowledge sharing and analytics preparation.
Top Skills: JIRAMicrosoft Power AutomateSharepoint
14 Days AgoSaved
In-Office
Cleveland, OH, USA
65K-65K
Internship
65K-65K
Internship
Fintech
The Risk Management Rotational Analyst Program prepares analysts for careers in risk management through training, hands-on experience, and cross-functional rotations over 12 months.
Top Skills: ExcelPowerPoint
14 Days AgoSaved
In-Office
Overland Park, KS, USA
Senior level
Senior level
Fintech
The Senior Account Manager will oversee client accounts, ensuring satisfaction and strategic guidance, while managing relationships and expectations.
14 Days AgoSaved
In-Office or Remote
2 Locations
130K-160K Annually
Senior level
130K-160K Annually
Senior level
Fintech
The Sr. Compliance Manager will oversee investment risks, ensure compliance with policies, conduct reviews, and enhance risk oversight processes.
Top Skills: BloombergFactsetMorningstar
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