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Reposted 17 Days AgoSaved
In-Office
Lexington, MA, USA
62K-93K Annually
Junior
62K-93K Annually
Junior
Fintech • Insurance • Financial Services
The Financial Advisor Associate works with prospects and clients to provide tailored financial advice, analyze financial situations, and recommend investment and insurance strategies.
Top Skills: Money Guide ProSalesforce
18 Days AgoSaved
In-Office
Mt Laurel, NJ, USA
75K-125K Annually
Senior level
75K-125K Annually
Senior level
Fintech • Insurance • Financial Services
The Audit Compliance Manager I oversees and conducts audits, ensuring compliance with standards while providing insights for operational improvements. They lead projects, communicate findings, and manage stakeholder relationships, focusing on internal controls and risk assessments.
Top Skills: Audit StandardsControl FrameworksRisk Management
18 Days AgoSaved
In-Office
Mt Laurel, NJ, USA
64K-104K Annually
Senior level
64K-104K Annually
Senior level
Fintech • Insurance • Financial Services
The role involves conducting audits, executing testing of controls, coordinating stakeholder communication, and reviewing internal controls, while managing workload to meet deadlines.
Top Skills: Analytical ToolsAuditFinancial ComplianceRegulatory Standards
18 Days AgoSaved
In-Office
5 Locations
91K-146K Annually
Senior level
91K-146K Annually
Senior level
Fintech • Insurance • Financial Services
The Business Management Program Manager coordinates compliance efforts, manages strategic planning, drives operational excellence, and oversees governance documents to ensure regulatory alignment.
Top Skills: PowerPoint
Reposted 19 Days AgoSaved
In-Office
Coral Gables, FL, USA
149K-223K Annually
Senior level
149K-223K Annually
Senior level
Fintech • Insurance • Financial Services
The Sr. Relationship Manager develops and manages commercial banking relationships, customizing financial solutions to meet client needs and grow the portfolio. They serve as trusted advisors and are responsible for business development and maintaining strategic customer accounts.
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Reposted 19 Days AgoSaved
In-Office
Coral Gables, FL, USA
149K-223K Annually
Senior level
149K-223K Annually
Senior level
Fintech • Insurance • Financial Services
The Sr. Relationship Manager develops and manages commercial banking relationships, providing customized solutions, acquiring new business, and ensuring exceptional customer service.
Reposted 19 Days AgoSaved
In-Office
Coral Gables, FL, USA
149K-223K Annually
Senior level
149K-223K Annually
Senior level
Fintech • Insurance • Financial Services
The Sr. Relationship Manager manages commercial banking relationships, develops new business, provides customized financial solutions, and drives growth through exceptional customer service and strategic relationship management.
Reposted 19 Days AgoSaved
In-Office
Lake Mary, FL, USA
50K-60K Annually
Mid level
50K-60K Annually
Mid level
Fintech • Insurance • Financial Services
The Operations Analyst will support the Restricted Securities team by ensuring compliance in trading and settlement, resolving issues, and developing interdepartmental relationships.
Top Skills: ExcelOffice 365Outlook
Reposted 19 Days AgoSaved
In-Office
Annapolis, MD, USA
72K-108K Annually
Mid level
72K-108K Annually
Mid level
Fintech • Insurance • Financial Services
The Financial Advisor provides financial planning and investment management solutions, servicing clients' needs, managing relationships, and meeting sales goals while adhering to regulations.
Reposted 19 Days AgoSaved
In-Office
New York, NY, USA
130K-160K Annually
Expert/Leader
130K-160K Annually
Expert/Leader
Fintech • Insurance • Financial Services
The Vice President leads the settlement of U.S. Treasury transactions, manages teams, ensures robust risk controls, and partners with trading desks for operational efficiency.
Top Skills: Fedwire FundsFedwire SecuritiesTri-Party Platforms
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