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Reposted 9 Hours AgoSaved
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Remote
USA
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Senior level
Senior level
Fintech • Financial Services
The Advisor Experience Manager is responsible for guiding and supporting incoming advisors through their transition to Farther, ensuring personalized and emotionally engaging experiences while coordinating across departments to meet integration milestones.
Top Skills: Crm SystemsProject Management Tools
Reposted 2 Days AgoSaved
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In-Office
Dallas, TX, USA
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Junior
Junior
Fintech • Financial Services
The Advisor Business Development Coordinator will handle logistics for recruiting, manage calendars, facilitate hiring processes, and improve operational efficiency.
Top Skills: Google SuiteGreenhouseHubspot
Reposted 2 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
As a Senior Software Engineer for Test Infrastructure, you will design and maintain testing tools and frameworks for frontend and backend systems, ensuring high-quality deployment in financial services.
Top Skills: CdkCypressDatadogGithub ActionsJavaScriptJenkinsJestPlaywrightTerraformTypescriptVitest
Reposted 4 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The L&D AI Specialist will design and deliver training programs, create AI-enhanced educational content, and manage training delivery and assessments to enhance learning effectiveness.
Top Skills: Ai ToolsE-Learning Authoring ToolsLms Platforms
Reposted 4 Days AgoSaved
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In-Office
Irving, TX, USA
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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
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Reposted 4 Days AgoSaved
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Remote
United States
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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 4 Days AgoSaved
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In-Office
Dallas, TX, USA
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Senior level
Senior level
Fintech • Financial Services
This role involves developing L&D programs, creating training materials using AI tools, and managing LMS. Strong execution and communication skills are essential.
Top Skills: Ai ToolsAi Video Platforms (E.G.E-Learning Authoring ToolsHeygen)Lms PlatformsSynthesia
7 Days AgoSaved
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In-Office
São Francisco, Minas Gerais, BRA
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Mid level
Mid level
Fintech • Financial Services
The role involves supporting three senior Managing Directors by managing meetings, preparing client materials, coordinating financial planning, and ensuring operational excellence in wealth management.
Top Skills: Charles SchwabCRMExcelFidelityPowerPointSalesforce
7 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
Reposted 7 Days AgoSaved
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In-Office or Remote
San Francisco, CA, USA
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Mid level
Mid level
Fintech • Financial Services
Provide legal support in vendor and technology transactions as well as employment law; draft, review, and negotiate contracts, and advise on legal compliance across multiple departments.
Top Skills: Ai ToolsSaaS
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