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Reposted 22 Days AgoSaved
In-Office
2 Locations
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios, coordinate trust and portfolio management, perform due diligence on investments, and drive new business while partnering with wealth team and internal asset management resources.
Reposted 22 Days AgoSaved
In-Office
2 Locations
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients by developing goals-based financial plans and constructing tailored investment and insurance portfolios. Deliver investment strategy, manager/fund research, portfolio construction, trust administration support, and new business development while partnering with Wealth Management team and using U.S. Bank/A.M.G. resources.
Reposted 22 Days AgoSaved
In-Office
2 Locations
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Provide investment planning and insurance product leadership for wealth management clients. Assess client goals, construct goals-based portfolios, recommend AMG or open-architecture investments, perform due diligence, and collaborate with the team on trust administration, portfolio management, and private banking needs while driving new business and maintaining client relationships.
Reposted 22 Days AgoSaved
In-Office
11 Locations
127K-149K Annually
Senior level
127K-149K Annually
Senior level
Fintech
Lead and execute threat hunting and incident response across networks, endpoints and multi-cloud environments. Design detections, develop automated hunting via Jupyter/Python/APIs, analyze logs and packets, map findings to MITRE ATT&CK, conduct forensic investigations, train SOC staff, and collaborate with security engineering to improve controls and detection coverage.
Top Skills: AIAPIsAWSAzureGCPJupyter NotebooksMitre Att&CkPacket AnalysisPythonSecurity AutomationSIEMSoarThreat Intelligence Platforms
Reposted 22 Days AgoSaved
In-Office
Hackensack, NJ, USA
81K-96K Annually
Mid level
81K-96K Annually
Mid level
Fintech
Maintain general ledger and records for hedge funds and registered products, prepare NAV calculations, reconcile cash and portfolios, record trades and valuations, process corporate actions and expense accruals, and coordinate with administrators, brokers, custodians to ensure GAAP and SEC compliance.
Top Skills: MS Office
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Reposted 22 Days AgoSaved
Remote
Oregon, USA
21-28 Hourly
Junior
21-28 Hourly
Junior
Fintech
Provide sales, processing, operational, administrative and client service support to Financial Advisors: schedule appointments, prepare investment proposals and correspondence, maintain client files and records, ensure regulatory compliance, assist business development and marketing initiatives, contact clients/prospects, and coordinate with internal teams using Microsoft Office and proprietary systems.
Top Skills: Finra SieMS OfficeNmlsProprietary SoftwareSeries 6Series 63Series 7
Reposted 22 Days AgoSaved
In-Office
Fresno, CA, USA
86K-105K Annually
Mid level
86K-105K Annually
Mid level
Fintech
Manage a portfolio of small business clients ($500K–$5M revenue), prospect new clients, deliver consultative financial solutions (loans, deposits, cash management), monitor credit quality, partner with underwriting and internal teams, and engage community organizations to drive revenue and growth while ensuring regulatory and compliance adherence.
Reposted 22 Days AgoSaved
In-Office
2 Locations
35K-43K Annually
Mid level
35K-43K Annually
Mid level
Fintech
Provide consultative financial solutions to small businesses ($500K–$2.5M revenue) through prospecting, relationship development, account openings, servicing, and cross‑referrals to other bank lines. Combine digital tools with in‑person sales to meet revenue and growth targets and collaborate with internal partners and community contacts.
Reposted 22 Days AgoSaved
In-Office
2 Locations
134K-164K Annually
Expert/Leader
134K-164K Annually
Expert/Leader
Fintech
Provide comprehensive, goals-based wealth planning including lifestyle, protection, tax, philanthropic, business transition, and estate planning. Use planning software and marketing collateral to create tailored solutions, support client acquisition with relationship teams, and may work directly with clients or alongside senior advisors.
Top Skills: Financial Planning Software
Reposted 22 Days AgoSaved
In-Office
Gresham, OR, USA
24-32 Hourly
Senior level
24-32 Hourly
Senior level
Fintech
Provide daily service and support to Wealth Management clients, handling calls, transactions, and problem resolution within delegated authority. Proactively identify compliance or fraud issues, escalate complex matters to advisors, and maintain account knowledge through routine client contact and standard procedures to maximize satisfaction and relationship growth.
Top Skills: MS Office
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