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15 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
15 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
15 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The Marketing Manager will design and lead advisor marketing programs to drive advisor growth, focusing on creating frameworks, playbooks, and support systems for financial advisors.
Top Skills: Google Business ProfileHubspotMarketing Automation
Reposted 15 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 17 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 17 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
19 Days AgoSaved
In-Office
New York, NY, USA
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
20 Days AgoSaved
In-Office
Irving, TX, USA
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
21 Days AgoSaved
Remote
USA
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
21 Days AgoSaved
Remote
USA
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
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