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Reposted 2 Days AgoSaved
In-Office
5 Locations
87K-139K Annually
Senior level
87K-139K Annually
Senior level
Fintech • Insurance • Financial Services
The Compliance Quality Assurance Manager oversees compliance testing, ensuring adherence to policies and improving operational performance. This role involves strategic guidance, conducting independent reviews, and leading projects while fostering a culture of compliance.
Top Skills: ExcelMs Office SuitePowerPoint
Reposted 2 Days AgoSaved
In-Office
4 Locations
72K-108K Annually
Senior level
72K-108K Annually
Senior level
Fintech • Insurance • Financial Services
The Senior Financial Crime Risk Analyst oversees AML/ATF/Sanctions/ABAC compliance, providing guidance, analysis, and project leadership to mitigate financial crime risks.
Top Skills: ExcelPowerappsPowerautomatePower BISharepoint DesignerSql Server Report ServicesTableauVBA
2 Days AgoSaved
In-Office
Charleston, SC, USA
72K-108K Annually
Junior
72K-108K Annually
Junior
Fintech • Insurance • Financial Services
The Financial Advisor provides financial planning guidance, sells investment management solutions, and manages client relationships to meet financial goals.
Top Skills: L&HSeries 63Series 66Series 7Sie
2 Days AgoSaved
In-Office
2 Locations
98K-159K Annually
Senior level
98K-159K Annually
Senior level
Fintech • Insurance • Financial Services
The Business Systems Specialist performs systems analysis, supports technical business needs, analyzes challenges, and develops specifications for systems.
Top Skills: CaviewCobolConfluenceEasytrieveExcelFile-AidJIRASharepointTeamsTso/IspfVisio
Reposted 2 Days AgoSaved
In-Office
2 Locations
23-31 Hourly
Junior
23-31 Hourly
Junior
Fintech • Insurance • Financial Services
The Wealth Operations Specialist I role supports operations in Wealth Management, performing tasks like transaction processing, client communication, and basic administrative duties.
Top Skills: FidelityFis Trust DeskLotus NotesNetx360TrackerTranstar
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2 Days AgoSaved
In-Office
New York, NY, USA
58K-86K Annually
Entry level
58K-86K Annually
Entry level
Fintech • Insurance • Financial Services
The Financial Advisor Trainee role involves learning skills to become a Financial Advisor Associate, focusing on client wealth management and financial strategies. Responsibilities include client meetings, financial analysis, education on investment products, and developing relationships to meet financial goals.
2 Days AgoSaved
In-Office
Manchester, NH, USA
72K-108K Annually
Junior
72K-108K Annually
Junior
Fintech • Insurance • Financial Services
The Financial Advisor role entails providing financial planning guidance, selling investment management solutions, and servicing TD Wealth clients by aligning recommendations with clients' financial goals. Responsibilities include client onboarding, achieving sales goals, and ensuring compliance with regulations while leveraging experience to deepen client relationships.
Top Skills: Financial PlanningInvestment ManagementRegulatory ComplianceWealth Products
2 Days AgoSaved
In-Office
New York, NY, USA
85K-100K Annually
Junior
85K-100K Annually
Junior
Fintech • Insurance • Financial Services
The Business Management Operations Analyst/Associate will support operational execution, process optimization, and cross-functional initiatives within the Corporate & Investment Banking platform, collaborating with leadership and teams to enhance efficiency and scalability across business operations.
Top Skills: Excel
2 Days AgoSaved
In-Office
Mt Laurel, NJ, USA
98K-159K Annually
Senior level
98K-159K Annually
Senior level
Fintech • Insurance • Financial Services
The Software Engineer III is responsible for leading the technical design and delivery of solutions, ensuring adherence to engineering principles while providing technical expertise. They oversee development processes, collaborate with stakeholders, and mentor team members to enhance software quality and efficiency.
Top Skills: AIJavaPythonTypescript
Reposted 2 Days AgoSaved
In-Office
New York, NY, USA
110K-125K Annually
Junior
110K-125K Annually
Junior
Fintech • Insurance • Financial Services
The Analyst in CIB Credit supports financial analysis, loan structuring, and client interactions while assisting with credit risk assessments and deal negotiations.
Top Skills: Analytical SoftwareFinancial ModelingExcel
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