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Reposted 8 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
As a Senior Mobile Engineer, you'll create mobile features for wealth management using React Native and TypeScript, mentoring others and driving project ownership.
Top Skills: ExpoJavaScriptReact NativeTypescript
Reposted 9 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
As a Senior Software Engineer, you will deliver features from concept to deployment, engage in full stack development, leverage AI tools, and make technical decisions autonomously.
Top Skills: Ai Coding ToolsFull Stack Development
Reposted 10 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
Lead and develop a client experience team delivering advisor and client onboarding, ongoing requests, and complex issue resolution. Establish service standards, drive strategic initiatives, partner with Product and Engineering for process improvements, analyze client metrics, and manage stakeholder relationships to enhance satisfaction and retention.
Reposted 10 Days AgoSaved
In-Office or Remote
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
As a Wealth Advisor, you will manage UHNW client relationships, advise on complex wealth strategies, and coordinate concierge services while ensuring compliance and documentation standards are met.
Top Skills: Wealth Management Platforms
Reposted 12 Days AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Fintech • Financial Services
Manage and execute client transition processes in wealth management, ensuring accurate account documentation and effective collaboration with external partners.
Top Skills: Black DiamondCharles SchwabFidelityPershing
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Reposted 12 Days AgoSaved
In-Office
Dallas, TX, USA
Expert/Leader
Expert/Leader
Fintech • Financial Services
Lead and scale Farther's national insurance desk: build product shelf, manage carrier/BGA/vendor relationships, drive advisor adoption, own P&L, ensure compliance, implement insurance tech, and hire a licensed team.
Top Skills: Annuity Rate WatchDigital Underwriting ToolsIpipeline
Reposted 12 Days AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Fintech • Financial Services
Provide administrative and operational support to advisors or CX pods: manage calendars, handle inbound calls, process expenses via Ramp, coordinate travel and events, maintain CRM and reports, and liaise with marketing and compliance to keep client-facing operations running smoothly.
Top Skills: CalendlyCRMGoogle CalendarRamp
Reposted 12 Days AgoSaved
In-Office
New York, NY, USA
Expert/Leader
Expert/Leader
Fintech • Financial Services
Lead the buildout and scaling of a national insurance desk for HNW/UHNW clients: define product shelf, manage carrier/vendor relationships, integrate insurance into planning, run advisor enablement, own P&L, establish compliance, set KPIs, and hire a specialized team.
Top Skills: Annuity Rate WatchDigital Underwriting ToolsIpipeline
Reposted 12 Days AgoSaved
In-Office
San Francisco, CA, USA
Expert/Leader
Expert/Leader
Fintech • Financial Services
Lead Farther's national insurance offering: design and scale a centralized insurance desk, curate product shelf for HNW/UHNW clients, manage carrier/BGA/vendor relationships, integrate insurance into planning, run advisor enablement, own P&L and compliance, build reporting, and hire licensed specialists to scale the business.
Top Skills: Annuity Rate WatchDigital Underwriting ToolsIpipeline
Reposted 14 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
Own and optimize the full martech stack and website portfolio; architect data integrations and attribution; run A/B testing and experimentation; rapidly build landing pages and microsites; partner with product, growth, and engineering; and drive SEO and site-performance optimization for high-net-worth audiences.
Top Skills: Api IntegrationsAppsflyerAWSBigquery (Preferred)BrazeCcpa)Cls)Consent Management (GdprContentfulCore Web Vitals (FcpCrazyeggCSSGoogle Analytics 4Google Search ConsoleGoogle Tag ManagerGtmHTMLHubspotJavaScriptLcpLlm OptimizationLocal Seo (Gmb)Looker (Preferred)OptimizelyReactSalesforceSchemaSeoSnowflake (Preferred)SQLTableau (Preferred)Typescript (Preferred)WebflowWordpressZapier
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