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Reposted YesterdaySaved
In-Office
New York, NY, USA
95K-107K Annually
Mid level
95K-107K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Treasury Product Associate role involves data analysis, market monitoring, risk management, and operational planning within payments products, focusing on delivering insights and supporting product decisions.
Top Skills: ExcelPowerPointTableau
Reposted YesterdaySaved
In-Office
San Diego, CA, USA
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor Stage I, you will learn to manage client relationships and provide financial advice while obtaining necessary securities licenses.
Top Skills: FinraSecurities Industry EssentialsSeries 66Series 7
Reposted YesterdaySaved
In-Office
Seattle, WA, USA
70K-80K Annually
Entry level
70K-80K Annually
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide financial planning and investment advice to clients, build financial plans, and recommend brokerage products based on client needs.
Top Skills: Brokerage ProductsFinancial Planning
Reposted YesterdaySaved
In-Office
Kingsport, TN, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Wealth Management Client Associate provides operational and sales support to Financial Advisors and maintains client relationships while ensuring exceptional service and onboarding.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
Reposted YesterdaySaved
In-Office
2 Locations
Mid level
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The GWIM Credit Product Specialist develops and supports strategies for delivering credit solutions to wealth management clients, focusing on relationship building and profitability analysis.
Top Skills: BankingCredit SolutionsFinanceWealth Management
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Reposted YesterdaySaved
In-Office
Charlotte, NC, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a National Financial Solutions Advisor, you'll provide financial advice through a contact center, leveraging Bank of America and Merrill's offerings. You'll nurture client relationships, manage financial goals, and have opportunities for career advancement with support and training.
Top Skills: BankingFinancial ServicesInvestmentSales
Reposted YesterdaySaved
In-Office
New York, NY, USA
122K-200K Annually
Senior level
122K-200K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Lead the engineering approach for complex features in FX derivatives and risk technology, ensuring effective design, development, and implementation while managing team performance and stakeholder engagement.
Top Skills: C#C++JavaPython
Reposted YesterdaySaved
In-Office
3 Locations
69K-104K Annually
Mid level
69K-104K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Business Control Specialist supports Third Party Governance by managing compliance, conducting risk assessments, and collaborating with stakeholders to improve control environments.
Top Skills: ExcelMs WordPowerPointSharepointWebex
Reposted YesterdaySaved
In-Office
Lincoln, NE, USA
24-26 Hourly
Entry level
24-26 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Services Representative I provides service to clients via phone, manages accounts, and assists beneficiaries in the transition of deceased account assets, while developing relationships and guiding financial solutions.
Reposted YesterdaySaved
In-Office
Santa Rosa, CA, USA
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves training to obtain financial licenses, managing client relationships, delivering financial advice, and collaborating with banking partners to meet client needs.
Top Skills: Securities Industry Essentials (Sie)Series 66Series 7
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