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Reposted YesterdaySaved
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In-Office
Dallas, TX, USA
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Senior level
Senior level
Fintech • Financial Services
The Senior Trading Associate supports trading operations, managing trades, ensuring compliance, monitoring activity, and collaborating to enhance trading systems.
Top Skills: ExcelOrder Management SystemsTrading Platforms
Reposted YesterdaySaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The Senior Trading Associate manages trade operations, ensuring efficient execution and compliance across multiple trading platforms, while identifying opportunities for process improvements.
Top Skills: Apex)Custodial Trading Platforms (SchwabExcelFidelityPershing
3 Days AgoSaved
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In-Office
New York, NY, USA
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Mid level
Mid level
Fintech • Financial Services
The role requires building analytics for portfolio measurement, ensuring data integrity, modeling risk, and contributing to algorithm development in a trading environment.
Top Skills: AWSPython
4 Days AgoSaved
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In-Office
Irving, TX, USA
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Mid level
Mid level
Fintech • Financial Services
As a Client Experience Associate, you will manage relationships with advisors and clients, support financial operations, and liaise with custodians to ensure a seamless client service experience.
Top Skills: Financial ServicesWealth Management Technology
5 Days AgoSaved
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Remote
USA
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Senior level
Senior level
Fintech • Financial Services
The Senior HubSpot Administrator will manage HubSpot as the central CRM for Farther, ensuring data integrity, automations, and supporting multiple teams effectively.
Top Skills: HubspotRipplingSalesforce
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5 Days AgoSaved
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Remote
USA
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Senior level
Senior level
Fintech • Financial Services
Manage and optimize HubSpot marketing programs for financial advisors. Responsibilities include building workflows, ensuring data hygiene, and collaborating on content management.
Top Skills: BreezeHubspot
Reposted 8 Days AgoSaved
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In-Office
Dallas, TX, USA
Easy Apply
Senior level
Senior level
Fintech • Financial Services
As a Senior Client Experience Associate, you will manage relationships with clients and advisors, support onboarding and financial operations, and enhance client experience by collaborating with product and engineering teams.
Top Skills: Crm SystemsCustodial And Wealth Management Platforms
Reposted 8 Days AgoSaved
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Remote
USA
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Junior
Junior
Fintech • Financial Services
The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.
Top Skills: Crm SystemsFinancial Planning Software
Reposted 8 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The role involves creating and leading sales enablement programs, redesigning the advisor recruitment experience, and developing scalable processes to support Farther's growth in wealth management.
Top Skills: B2B TechnologySaaS
Reposted 11 Days AgoSaved
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In-Office
Scottsdale, AZ, USA
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Mid level
Mid level
Fintech • Financial Services
The Wealth Management Associate supports senior Managing Directors by managing meeting preparations, client follow-ups, and operational tasks, while ensuring an exceptional client experience within wealth management operations.
Top Skills: CrmsCustodial PlatformsExcelFinancial Planning ToolsPowerPointSalesforce
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