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Reposted 10 Days AgoSaved
In-Office or Remote
14 Locations
Senior level
Senior level
Fintech • Financial Services
As a Senior Financial Advisor, you will build client relationships using advanced technology and financial knowledge, aiming to turn prospects into clients and achieve their financial goals.
Top Skills: FintechProspecting ToolsWealth Management Tools
Reposted 10 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
Seek a Senior Financial Advisor to build a client-first business using modern tools. Responsibilities include sourcing clients, managing relationships, and providing wealth management strategies. Ideal candidates have a proven track record, ambition, and expertise in investment products.
Reposted 10 Days AgoSaved
In-Office or Remote
Midwest, WY, USA
Senior level
Senior level
Fintech • Financial Services
As a Senior Financial Advisor, you'll grow your client base, manage investments, and provide wealth management strategies while leveraging modern technology and support for administrative tasks.
Top Skills: Investment ProductsWealth Management Software
Reposted 11 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
Seeking an experienced Quantitative Portfolio Manager to build fixed income products and strategies, support multi-asset class portfolios, and drive innovation through automation.
Top Skills: Python
Reposted 13 Days AgoSaved
In-Office
Irving, TX, USA
Internship
Internship
Fintech • Financial Services
As an HR Operations Intern, you'll assist with administrative tasks, manage HR data, improve workflows, and support HR projects while maintaining confidentiality.
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Reposted 14 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The Data Architect role involves designing scalable data platforms that support real-time analytics and AI initiatives, focusing on quality, performance, and collaboration across teams.
Top Skills: AWSPythonSQL
16 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
Manage schedules, communication, and projects for the CTO. Coordinate with multiple teams, ensure efficiency, and handle confidential information.
Reposted 19 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
Lead end-to-end M&A processes and execute acquisition strategy for Farther, driving growth through acquiring RIA firms and managing relationships.
Top Skills: Financial ModelingM&A ProcessesValuation
21 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
Lead process improvement initiatives to enhance operational efficiency in wealth management. Collaborate with teams to develop strategies, implement changes, and establish performance metrics while fostering a culture of continuous improvement.
Top Skills: Data AnalysisProcess AutomationSix SigmaTechnology Integration
22 Days AgoSaved
In-Office
San Fransisco, CA, USA
Senior level
Senior level
Fintech • Financial Services
Lead operational excellence initiatives to improve processes across client onboarding and advisor workflows, ensuring efficiency and compliance. Partner with teams to implement process changes and drive a culture of continuous improvement.
Top Skills: Process AutomationSix SigmaTechnology Integration
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