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Reposted 8 Days AgoSaved
In-Office
Estacada, OR, USA
Junior
Junior
Fintech
The Private Client Advisor will manage investment services for Mass Affluent clients, focusing on financial wellness and building client relationships while achieving sales goals.
Top Skills: Accident/HealthCertified Financial Planner (Cfp)Finra License S63Finra License S66Finra License S7Finra Security Industry Essentials (Sie)Life & Disability)Resident State Insurance Licenses (LifeVariable
Reposted 8 Days AgoSaved
In-Office
Lake Oswego, OR, USA
Entry level
Entry level
Fintech
The Private Client Advisor focuses on investment services for Mass Affluent clients, providing financial wellness and comprehensive plans to grow relationships and meet sales goals.
Top Skills: Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
9 Days AgoSaved
In-Office
Brooklyn, OH, USA
110K-150K Annually
Senior level
110K-150K Annually
Senior level
Fintech
The Senior HR Business Partner collaborates with leadership on HR strategies, focusing on talent acquisition, training, performance management, employee relations, and change management.
Reposted 9 Days AgoSaved
In-Office
2 Locations
125K-135K Annually
Senior level
125K-135K Annually
Senior level
Fintech
Manage end-to-end market research projects. Deliver insights through qualitative and quantitative analysis while advising leadership on customer perceptions and experience gaps.
Top Skills: ExcelPowerPointPythonSpss
9 Days AgoSaved
In-Office
2 Locations
50K-78K Annually
Mid level
50K-78K Annually
Mid level
Fintech
The Private Client Advisor engages clients with investable assets, providing financial wellness and investment solutions while collaborating with bank partners to grow client relationships.
Top Skills: Financial Planning SoftwareFinra License S63Finra License S66Finra License S7Finra Security Industry Essentials
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Reposted 9 Days AgoSaved
In-Office
Brooklyn, OH, USA
Senior level
Senior level
Fintech
The Wealth Systems Administrator ensures smooth system operations for Key Wealth Management, handling troubleshooting, onboarding, vendor management, and compliance. Responsible for system upgrades and user training, while maintaining partnerships across KeyBank.
Top Skills: Data AnalysisGrc SystemKey Wealth Applications
Reposted 9 Days AgoSaved
In-Office
Overland Park, KS, USA
Senior level
Senior level
Fintech
The Insurance Manager II leads insurance operations, ensures compliance, trains staff, conducts audits, and develops strategies to improve servicing efficiency.
Top Skills: Mccracken/Strategy Loan Servicing SystemMicrosoft Office Suite
Reposted 9 Days AgoSaved
In-Office
Cleveland, OH, USA
Entry level
Entry level
Fintech
Join KeyCorp as a Quantitative Analytics Associate, assisting in data analysis and analytics to support decision-making processes.
Reposted 9 Days AgoSaved
In-Office
Overland Park, KS, USA
Mid level
Mid level
Fintech
Manage and service complex commercial real estate portfolios, ensuring compliance with insurance policies and handling non-compliant issues. Provide training and assist in departmental goals while supporting team members and resolving insurance-related problems.
Top Skills: Commercial Insurance
Reposted 9 Days AgoSaved
In-Office
Overland Park, KS, USA
Junior
Junior
Fintech
The Financial Systems Analyst I is responsible for loan administration tasks, system updates, audits, project participation, and maintaining compliance with regulations.
Top Skills: MccrackenExcelMicrosoft OutlookMicrosoft WordStrategy
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