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Reposted 3 Days AgoSaved
In-Office
Buffalo Grove, IL, USA
58K-107K Annually
Mid level
58K-107K Annually
Mid level
Financial Services
Serve as primary client contact to provide financial needs assessment, develop banking and investment solutions, and meet sales targets while adhering to compliance policies.
Top Skills: 636566Advisory ProductsBusiness Banking SolutionsFinancial Planning ToolsSeries 6Series 7SieState Life And Health Insurance Licenses
Reposted 3 Days AgoSaved
In-Office
Chicago, IL, USA
74K-138K Annually
Senior level
74K-138K Annually
Senior level
Financial Services
Drive consultative sales of treasury and payment solutions for new and existing clients, manage complex deals and implementations, ensure regulatory compliance, advise on cash and liquidity strategies, build long-term client relationships, and collaborate with internal teams to optimize products, processes, and client outcomes.
Top Skills: Na TpsPayment TechnologiesSales Crm
3 Days AgoSaved
In-Office
New York, NY, USA
260K-260K Annually
Senior level
260K-260K Annually
Senior level
Financial Services
Client-facing VP responsible for selling BMO's Canadian equity research and access to U.S. institutional investors. Deepen client relationships, identify and monetize opportunities across trading, corporate access, research consumption, and capital markets, and coordinate with Research, Trading, ECM, and IB to grow revenue and market share.
Reposted 3 Days AgoSaved
In-Office
2 Locations
50K-91K Annually
Mid level
50K-91K Annually
Mid level
Financial Services
The WMSS Specialist provides exceptional customer service to private banking clients, identifies needs, and works collaboratively with teams to enhance client relationships while ensuring compliance and operational efficiency.
Reposted 3 Days AgoSaved
In-Office
2 Locations
42K-78K Annually
Mid level
42K-78K Annually
Mid level
Financial Services
The Account Resolution Specialist reviews and manages delinquent accounts, providing collection-related advice and support to customers while building relationships, analyzing data, and executing strategies for account recovery.
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3 Days AgoSaved
In-Office
3 Locations
122K-228K Annually
Expert/Leader
122K-228K Annually
Expert/Leader
Financial Services
Lead business development and relationship management for equipment finance clients. Structure and negotiate high-value deals, secure credit approvals, manage portfolios, drive cross-selling and profitability, advise on loan products and risk, and represent the bank in market forums while ensuring regulatory compliance and stakeholder alignment.
3 Days AgoSaved
In-Office
New York, NY, USA
110K-140K Annually
Junior
110K-140K Annually
Junior
Financial Services
Work with a senior analyst to build and maintain financial models, analyze company filings and industry data, write equity research reports, attend site visits and management meetings, and communicate investment recommendations to clients. Requires strong accounting/finance, writing, and technical skills and attention to detail.
Top Skills: AIBloombergExcelFactsetPowerPointWord
3 Days AgoSaved
In-Office
3 Locations
137K-238K Annually
Expert/Leader
137K-238K Annually
Expert/Leader
Financial Services
Lead enterprise AI assurance and audit by defining multi-year AI audit strategy, frameworks, and methodologies. Evaluate AI governance, Responsible AI, model risk (bias, explainability, privacy, hallucinations), regulatory readiness, and deliver assurance to executives, Audit Committee, and Board. Build AI assurance competency, execute cross-enterprise audits and advisory engagements, use data analytics, and liaise with regulators and external stakeholders to strengthen governance and mitigate AI-related operational, ethical, and reputational risks.
Top Skills: Ai AgentsAi Governance FrameworksData AnalyticsGenerative AiLarge Language ModelsLlmsResponsible AiRetrieval Augmented Generation (Rag)
3 Days AgoSaved
In-Office
3 Locations
102K-190K Annually
Senior level
102K-190K Annually
Senior level
Financial Services
Lead and execute enterprise audits of AI (including generative AI and LLMs), assessing AI governance, Responsible AI frameworks, lifecycle management, and controls. Identify AI risks (bias, hallucinations, privacy, regulatory) and control gaps, provide independent assurance, deliver actionable recommendations to management and the Board, and develop audit plans, analytics, and stakeholder communications. Manage and mentor audit teams, hire as needed, and ensure alignment with audit methodology and regulatory requirements.
Top Skills: Ai AgentsAi GovernanceAi MonitoringData AnalyticsGenerative AiLarge Language Models (Llms)Responsible Ai FrameworksRetrieval-Augmented Generation (Rag)
Reposted 3 Days AgoSaved
In-Office
Dallas, TX, USA
102K-190K Annually
Senior level
102K-190K Annually
Senior level
Financial Services
The Advisor leads strategic discussions and provides comprehensive corporate finance analysis for clients, focusing on M&A and ownership transitions while mentoring junior team members and collaborating with commercial banking teams.
Top Skills: Capital MarketsCorporate FinanceDebtEquityFinanceMergers & AcquisitionsSecuritiesValuation
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