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5 Days AgoSaved
Hybrid
Charlotte, NC, USA
45-72 Hourly
Mid level
45-72 Hourly
Mid level
Fintech • Financial Services
Manage full-cycle early talent recruiting: source candidates, schedule and conduct interviews, evaluate and rank candidates, extend offers, build pipelines through campus and events, advise hiring managers, manage job postings, and mentor junior recruiters. Expected to operate onsite/hybrid for a 5-month contingent engagement.
Reposted 5 Days AgoSaved
Hybrid
3 Locations
86K-108K Annually
Mid level
86K-108K Annually
Mid level
Fintech • Financial Services
The Client Portfolio Manager, Content writes and edits investment-related content, ensures editorial quality, and collaborates with stakeholders for effective communication and brand adherence.
Reposted 5 Days AgoSaved
Hybrid
2 Locations
144K-193K Annually
Senior level
144K-193K Annually
Senior level
Fintech • Financial Services
Develop and retain Mid-West life insurance clients through a private-banking style distribution model across public/private fixed income, equity, real estate, and real assets. Engage multiple stakeholders, communicate complex insurance investment structures, collaborate with portfolio managers, oversee client onboarding, and provide ongoing relationship management. Role requires ~50% travel and Mid-West residency.
5 Days AgoSaved
Hybrid
Darien, CT, USA
23-33 Hourly
Entry level
23-33 Hourly
Entry level
Fintech • Financial Services
Provide day-to-day legal and contract support for green capital transactions: manage corporate governance filings, prepare and track NDAs and closing documents, review and abstract due diligence (title, leases, construction, loan documents), maintain templates and files, and assist with post-closing matters and related administrative tasks.
Reposted 5 Days AgoSaved
Hybrid
Charlotte, NC, USA
63K-88K Annually
Junior
63K-88K Annually
Junior
Fintech • Financial Services
The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, managing their financial goals and implementing investment solutions.
Top Skills: Finra Registrations: Series 7Series 63Series 65Series 66
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Reposted 5 Days AgoSaved
Hybrid
5 Locations
63K-88K Annually
Junior
63K-88K Annually
Junior
Fintech • Financial Services
Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, and secure referrals. Obtain required FINRA registrations and insurance licenses within 120 days and clearly communicate investment and planning recommendations to advisors, clients, and cross-functional teams.
Reposted 5 Days AgoSaved
Hybrid
4 Locations
79K-104K Annually
Mid level
79K-104K Annually
Mid level
Fintech • Financial Services
The Senior Investment Accountant is responsible for financial reporting, GAAP compliance, and supporting audits while mentoring junior accountants.
Top Skills: Advent GenevaEagleGaapWso
Reposted 5 Days AgoSaved
Hybrid
4 Locations
93K-110K Annually
Senior level
93K-110K Annually
Senior level
Fintech • Financial Services
Lead investment accountant responsible for reviewing GAAP workpapers, guiding month-end and quarterly closes, preparing fund financial statements, analyzing portfolio returns and IRRs, advising on accounting conversions from modified cash to accrual, managing reporting processes, and mentoring a global accounting team while supporting audits and valuation oversight.
Top Skills: Advent GenevaEfrontExcelMicrosoft SuiteWso
Reposted 5 Days AgoSaved
Hybrid
Albany, NY, USA
100K-110K Annually
Senior level
100K-110K Annually
Senior level
Fintech • Financial Services
The Wealth Management Advisor manages relationships with high-net-worth clients, providing tailored financial strategies and guidance through retirement, while growing their practice and collaborating with specialists.
Top Skills: Financial PlanningWealth Management
6 Days AgoSaved
Hybrid
New York, NY, USA
175K-225K Annually
Senior level
175K-225K Annually
Senior level
Fintech • Financial Services
Lead credit-investment analysis for energy and power infrastructure opportunities, perform due diligence, financial and sensitivity modeling, draft investment memoranda, review legal documentation, present to the investment committee, monitor portfolio KPIs, and mentor junior team members.
Top Skills: BloombergCapitaliqFactsetMS Office
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