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12 Days AgoSaved
In-Office
Charlotte, NC, USA
144K-169K Annually
Senior level
144K-169K Annually
Senior level
Fintech
Desk-aligned front-office quant role building and industrializing production-grade pricing, curve construction, and risk models for Rates and FX. Integrate models into real-time pricing/risk systems, support intraday trading decisions, partner with trading, risk, technology, and model validation, and mentor junior staff.
Top Skills: C++Curve Construction FrameworksJavaMarket Data FrameworksReal-Time Pricing And Risk Platforms
12 Days AgoSaved
In-Office
Century City, Los Angeles, CA, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Serve as the investment planning and product lead on a Wealth Management Team. Advise affluent clients on goals-based planning, construct tailored portfolios using AMG or open-architecture solutions, coordinate trust administration and insurance, present investment strategies, conduct research and due diligence, and drive relationship management and new business development.
12 Days AgoSaved
In-Office
Rancho Cucamonga, CA, USA
150K-176K Annually
Expert/Leader
150K-176K Annually
Expert/Leader
Fintech
Manage retention and growth of medium to large high-net-worth client relationships. Build and lead cross-functional teams (banking, trust, investments) to address complex wealth needs. Provide expert financial counsel, drive business development, and ensure regulatory compliance (including NMLS registration).
12 Days AgoSaved
In-Office
4 Locations
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on investment, portfolio construction, trust administration and insurance. Develop goals-based plans, recommend AMG or open-architecture solutions, perform manager/fund research, and support new business development and client relationship management.
12 Days AgoSaved
In-Office
Cincinnati, OH, USA
144K-240K Annually
Senior level
144K-240K Annually
Senior level
Fintech
Manage and grow a large, complex commercial loan portfolio by prospecting, closing new business, and expanding existing client relationships. Sell bank products, provide financial advice, approve loans within limits, and maintain portfolio credit quality while coordinating referrals across the bank.
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12 Days AgoSaved
In-Office
Edina, MN, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients by collecting financial information, assessing needs, recommending suitable investment and insurance products, constructing portfolios, delivering market and manager research, and coordinating with internal partners to provide wealth management services.
Top Skills: MoneyguideproSalesforceSeismic
12 Days AgoSaved
In-Office
Nashville, TN, USA
127K-149K Annually
Senior level
127K-149K Annually
Senior level
Fintech
Advise High and Ultra-High Net Worth clients on holistic wealth strategies including investments, banking, credit, estate planning, insurance, and fiduciary services. Drive growth by identifying, closing, and deepening client relationships, coordinating a team of specialists, and developing strategic partnerships. Maintain required registrations and compliance.
12 Days AgoSaved
In-Office
Auburn, WA, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on investment and insurance strategies, construct goals-based portfolios using U.S. Bank AMG or open architecture, perform manager/fund research and due diligence, coordinate trust and portfolio management, and drive relationship management and new business development.
12 Days AgoSaved
In-Office
Seattle, WA, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on investment, insurance, and wealth planning; construct goals-based portfolios using internal and external investment solutions; deliver investment strategy, research, due diligence, and trust/portfolio management; generate new business and maintain client relationships while coordinating with team for holistic wealth management services.
12 Days AgoSaved
In-Office
3 Locations
112K-131K Annually
Senior level
112K-131K Annually
Senior level
Fintech
Lead end-to-end data and analytics solutions for the Deposits business: design and optimize scalable cloud data pipelines, build enterprise-grade data models, integrate and validate enterprise data, perform advanced analysis, and deliver executive-ready Power BI dashboards and insights that drive business decisions while ensuring governance and compliance.
Top Skills: AzureAzure Synapse AnalyticsDaxPower BIPythonSASSQL
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