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Reposted 14 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
The Marketing Manager will lead advisor marketing growth programs, design playbooks, conduct training, and establish metrics to enhance advisors' practices.
Top Skills: Google Business ProfileHubspotMarketing Automation ToolsSocial Networks
Reposted 14 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The AI-Native Data Platform Engineer will design data foundations for AI systems in wealth management, architecting data pipelines, models, and frameworks to enable autonomous financial agents.
Top Skills: Aws (S3EcsGlueLambdaOpensearch)PythonRedshiftSQL
Reposted 16 Days AgoSaved
In-Office
Dallas, TX, USA
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 16 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.
Top Skills: Financial Planning ToolsWealth Management Technology
Reposted 18 Days AgoSaved
In-Office
Dallas, TX, USA
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
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Reposted 18 Days AgoSaved
In-Office
New York, NY, USA
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
Reposted 19 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Financial Services
Lead end-to-end production of advisor video and multimedia content: schedule shoots, coordinate remote/in-person recordings, quality-check AI-assisted edits, publish content, manage compliance review, build production playbooks and trackers, produce short-form social assets, and report on throughput and quality.
Top Skills: AeoAi-Assisted Editing ToolsDescriptRiversideSeo
22 Days AgoSaved
In-Office
Irving, TX, USA
Mid level
Mid level
Fintech • Financial Services
Act as a dedicated right-hand to an advisor, owning the client service lifecycle: client communications, money movements, custodian alerts resolution, meeting preparation and follow-up, paperwork coordination across platforms, and deadline-driven tasks while handling most client matters independently.
Top Skills: 55IpCrm SystemsCustodial PlatformsDocusignRampTrading/Rebalancing Tools
Reposted 22 Days AgoSaved
In-Office
Austin, TX, USA
Mid level
Mid level
Fintech • Financial Services
Serve as primary client-facing liaison for a high-net-worth advisory practice: manage day-to-day relationships, maintain CRM, coordinate onboarding and service requests, prepare advisor meeting materials, escalate issues, and proactively flag opportunities to deepen client relationships.
Top Skills: RedtailSalesforce
Reposted 26 Days AgoSaved
Remote
USA
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
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