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Reposted 48 Minutes AgoSaved
In-Office
New York, NY, USA
75K-125K Annually
Senior level
75K-125K Annually
Senior level
Fintech • Financial Services
Support Financial Advisors and Private Wealth teams by delivering exceptional client service, preparing meeting materials, executing administrative and transactional tasks, assisting with digital marketing and client reports, and participating in client meetings and firm initiatives. Serve as senior service-team member, manage work assignments, and use firm-approved systems to research and prepare financial planning materials.
Top Skills: Internet ApplicationsExcelMS OfficeMs Online
Reposted 48 Minutes AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
Serve on a Financial Advisor/Private Wealth team to develop and maintain client relationships, assess client circumstances, recommend investment strategies, deliver presentations, and ensure compliance with industry rules. Collaborate with advisors to provide tailored wealth management and financial planning services.
Reposted 48 Minutes AgoSaved
In-Office
Mumbai, Maharashtra, IND
Mid level
Mid level
Fintech • Financial Services
Lead and manage projects for External Financial, Regulatory & Capital Reporting across US and EMEA. Partner with Finance and IT globally to capture requirements, define user stories and acceptance criteria, plan and manage UAT/test cycles, drive automation and process improvements, coordinate stakeholders, and ensure regulatory and risk compliance while overseeing a multi-squad team.
Top Skills: AlteryxAxiom V10ExcelMs PowerpointMs VisioPower BISignavioTableauUipath
Reposted 48 Minutes AgoSaved
Hybrid
Montréal, QC, CAN
Senior level
Senior level
Fintech • Financial Services
As a Technical Lead in Cybersecurity Engineering, you'll develop security strategies, oversee programs, drive AI security practices, manage incidents, and report on performance metrics.
Top Skills: Ai FrameworkCrewaiGoogle AdkLanggraphNoSQLPostgresPythonRdbmsSnowflake
Reposted 49 Minutes AgoSaved
In-Office
Chicago, IL, USA
140K-200K Annually
Senior level
140K-200K Annually
Senior level
Fintech • Financial Services
The Financial Planning Director collaborates with Financial Advisors to deliver personalized financial plans for high-net-worth clients, providing expertise in tax, estate planning, and wealth strategies while leading client conversations and enhancing advisor integration.
Top Skills: Financial Planning PlatformsMoneyguidepro
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Senior level
Fintech • Financial Services
Consult within Institutional Securities to deliver data-driven solutions: design and implement analytics platforms, dashboards, and automated data pipelines. Manage multi-workstream projects, lead stakeholder engagement, drive process and control improvements, and support change management across front office, risk, finance, and operations.
Top Skills: Ai/MlAlteryxExcelGenerative AiPower BIPowerPointPythonSQLTableauVBA
Reposted 49 Minutes AgoSaved
In-Office
Mumbai, Maharashtra, IND
Expert/Leader
Expert/Leader
Fintech • Financial Services
The Business Enablement Manager collaborates across business units to enhance operations, manage risks, ensure compliance, and support business continuity for Parametric's global operations.
Reposted 49 Minutes AgoSaved
In-Office
Pasadena, CA, USA
18-25 Hourly
Internship
18-25 Hourly
Internship
Fintech • Financial Services
Support wealth management teams through marketing and sales assistance, market research, and business exposure. Develop analytical, financial, and interpersonal skills while working on team assignments and learning about products, services, and client needs.
Reposted 49 Minutes AgoSaved
In-Office
New York, NY, USA
110K-185K Annually
Senior level
110K-185K Annually
Senior level
Fintech • Financial Services
The Financial Planning Director partners with Financial Advisors to create personalized financial plans, provide advanced guidance, and enhance client engagement, focusing on high-net-worth clients.
Top Skills: Financial Planning PlatformsMoneyguidepro®
Reposted 49 Minutes AgoSaved
In-Office
New York, NY, USA
120K-250K Annually
Mid level
120K-250K Annually
Mid level
Fintech • Financial Services
Partner with global ECM leadership to drive strategic execution, performance reporting, and operational initiatives. Build executive presentations, lead business updates, coordinate regulatory/risk/tech workstreams, implement automation and AI enhancements, and support talent and growth strategy across regions.
Top Skills: AICapiqDealogicExcelPowerPointRefinitiv
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