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Reposted 23 Days AgoSaved
Hybrid
2 Locations
100K-169K Annually
Senior level
100K-169K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead distribution of Northern Trust Asset Management products within Wealth Management by creating targeted client plans, partnering with product and marketing teams, designing coverage models, building deep relationships across territory, and driving adoption of Alternatives, Direct Indexing, and SMA solutions. Heavy regional travel (50-75%) to Wealth offices required.
Top Skills: Active Equity SmasAlternativesCustom Fixed Income SmasDirect IndexingFinra Series 63Finra Series 7
Reposted 23 Days AgoSaved
Hybrid
Chicago, IL, USA
115K-195K Annually
Senior level
115K-195K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Develop and execute wealth management content and communications across channels; partner with stakeholders to translate complex financial topics; measure and optimize content performance; lead projects and mentor team members; ensure global brand consistency and drive partner marketing programs.
Top Skills: Ai/LlmExcelMicrosoft WordPowerPointSeo
24 Days AgoSaved
Hybrid
Miami, FL, USA
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Provide administrative support to senior managers: prepare documents, spreadsheets, and presentations; manage files and databases; schedule meetings and travel; process expenses; assist clients/vendors; support special projects; identify and resolve routine problems while escalating complex issues.
Top Skills: MS OfficePeoplesoft
24 Days AgoSaved
Hybrid
Milwaukee, WI, USA
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Support investment advisors by preparing portfolio materials, managing account documentation and transfers, running GDWM for client meetings, processing trades and certificates, ensuring compliance, resolving client inquiries, and making proactive recommendations.
Top Skills: CitDtcEdsGdwmImsPasPims
24 Days AgoSaved
Hybrid
Dallas, TX, USA
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Manage and administer client trust and account relationships, ensure fiduciary compliance, respond to client requests, coordinate with internal support teams, monitor transactions and overdrafts, resolve compliance and account exceptions, and maintain accurate documentation and file management.
24 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead Fund Accounting and Valuation operations in Ireland, overseeing large teams, ensuring accurate delivery, regulatory compliance, risk management, client relationships, transformation initiatives, and talent development while partnering with senior stakeholders.
Reposted 24 Days AgoSaved
Hybrid
Manila, Metro Manila, National Capital Region, PHL
Mid level
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Support FP&A activities including forecasting, P&L variance analysis, monthly close tasks, invoice submission, budgeting, and ad hoc financial reporting. Partner with Manila and global stakeholders to develop metrics, recommend process improvements, and deliver presentations to management.
Top Skills: AccessCognosExcelHfmOnedrivePeoplesoftPower BIPowerPointTeamsTm1
24 Days AgoSaved
Hybrid
Manila, Metro Manila, National Capital Region, PHL
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Perform complex financial analysis, forecasting, variance analysis, budgeting and management reporting for ECOO. Support month-end close, cost chargebacks, invoice submissions, process improvements, and ad hoc projects while collaborating with North America and Manila stakeholders.
Top Skills: Clarity PpmCognosHfmMS OfficePeoplesoftPower BISAPTm1
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