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Reposted 27 Days AgoSaved
In-Office
San Francisco, CA, USA
150K-250K Annually
Senior level
150K-250K Annually
Senior level
Fintech • Financial Services
Partner with private bankers and financial advisors to grow UHNW banking revenue through lending and deposit solutions. Lead advisor engagement, structure complex lending and deposit strategies, pre-screen transactions, mentor junior specialists, and drive regional business development and execution for mortgage, securities-based lending, and tailored lending products.
Reposted 27 Days AgoSaved
In-Office
New York, NY, USA
90K-105K Annually
Senior level
90K-105K Annually
Senior level
Fintech • Financial Services
Provide comprehensive administrative support to the senior leadership team, including managing calendars, travel arrangements, and expense processing while maintaining confidentiality and professionalism.
Top Skills: ConcurExcelMicrosoft 365 (OutlookPowerpoint)Word
Reposted 27 Days AgoSaved
In-Office
New York, NY, USA
120K-170K Annually
Senior level
120K-170K Annually
Senior level
Fintech • Financial Services
Design, optimize, and troubleshoot schemas, queries, and database structures across SAP ASE, SAP IQ, MS SQL Server, and PostgreSQL. Support real-time and batch ETL/replication pipelines, perform deep performance analysis, build automation (Python/Perl/Shell), and enhance monitoring and operational tooling while collaborating with product leads.
Top Skills: Ai/Ml ToolsETLLinux/UnixMs Sql ServerPerlPostgresPythonReplicationSap AseSap IqShellSQL
175K-265K Annually
Expert/Leader
Fintech • Financial Services
Senior, client-facing role leading impact private markets strategy, research, manager due diligence, product innovation, impact reporting and institutional client engagement. Build platform roadmap, partner across Legal/Risk/Compliance, drive commercialization and manage a team to scale impact and sustainable investing solutions for institutional and sophisticated private wealth clients.
Top Skills: BloombergExcelFactsetMorningstarPowerPoint
Reposted 27 Days AgoSaved
In-Office
4 Locations
70K-115K Annually
Mid level
70K-115K Annually
Mid level
Fintech • Financial Services
The Client Relationship Specialist maintains client relationships, onboard new clients, manage inquiries, and ensure robust client service in investment processes.
Top Skills: ExcelMicrosoft Office (WordOutlookPowerpoint)
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Reposted 27 Days AgoSaved
In-Office
Harrison, NY, USA
68K-120K Annually
Expert/Leader
68K-120K Annually
Expert/Leader
Fintech • Financial Services
The Director of Investments oversees investment strategies for clients, collaborating with Financial Advisors to ensure effective asset management and reporting.
Top Skills: MS OfficeParticularly Ms Excel
Reposted 27 Days AgoSaved
In-Office
Sandy, UT, USA
Mid level
Mid level
Fintech • Financial Services
Assist with the management and analysis of 10b5-1 trading plans for Ultra High Net Worth clients, educate financial advisors, and support SEC compliance.
Top Skills: ExcelMicrosoft Powerpoint
Reposted 27 Days AgoSaved
In-Office
London, England, GBR
Mid level
Mid level
Fintech • Financial Services
The Client Financing Strategist role involves developing pricing models, trading applications in Python/Scala, and improving risk analytics while leveraging GenAI technologies.
Top Skills: GenaiPythonScala
Reposted 27 Days AgoSaved
In-Office
Columbus, OH, USA
Junior
Junior
Fintech • Financial Services
The Accounts Team Specialist will process New Accounts and Account Modifications while ensuring compliance with SEC/FINRA regulations and providing excellent customer service.
Top Skills: Finra Series 24Finra Series 4Finra Series 9/10
Expert/Leader
Fintech • Financial Services
The Executive Director for GFC Advisory in PWM Asia will manage the execution of the financial crime prevention program, oversee compliance, and work with stakeholders to ensure adherence to regulations and policies.
Top Skills: Anti-Money Laundering (Aml)
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