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22 Days AgoSaved
In-Office
Jersey City, NJ, USA
103K-180K Annually
Junior
103K-180K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Develop, design, test, and deliver software solutions while organizing and coordinating Equity-wide AI initiatives. Build POCs, automate CI/CD and release activities, mentor engineers, and work with stakeholders to prioritize and track AI efforts across business, data, and technology teams.
Top Skills: Ai ToolsAutomated TestingCi/CdCloud PlatformsData AnalysisDevOpsGenerative AiIntegration TestingMachine LearningPerformance TestingPythonRegression Testing
22 Days AgoSaved
In-Office
3 Locations
Expert/Leader
Expert/Leader
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Senior credit professional responsible for structuring and underwriting debt solutions for middle-market clients, managing portfolio asset quality, negotiating loan terms, partnering with RMs and product specialists, acting as credit approver, and mentoring junior underwriting staff to deliver integrated banking solutions and mitigate credit risk.
22 Days AgoSaved
In-Office
Spokane, WA, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide client service support to Financial Advisors and their clients, handling inquiries, preparing accurate client materials, promoting banking offerings, ensuring policy compliance, and assisting with team operations to deliver a high-quality client experience.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
22 Days AgoSaved
In-Office
2 Locations
88K-188K Annually
Senior level
88K-188K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Support credit underwriting and monitoring for new and existing clients. Manage portfolios of limited-to-moderate complexity, perform financial modeling and risk analysis, structure loans, lead documentation and closing, review and coach junior teammates, and execute credit approval responsibilities.
23 Days AgoSaved
In-Office
Richmond, CA, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for ensuring documents comply with internal policies and regulations, administering trust accounts, and mitigating fiduciary risks while addressing client concerns.
Top Skills: CtfaFiduciary LawsInternal Fiduciary PoliciesRegulationsStandards Of Management
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23 Days AgoSaved
In-Office
Boston, MA, USA
136K-300K Annually
Expert/Leader
136K-300K Annually
Expert/Leader
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for managing complex high-net-worth client portfolios by developing tailored investment strategies, overseeing asset allocation, and ensuring compliance while driving client retention and business development.
Top Skills: Financial ConsultingInvestment Management
23 Days AgoSaved
In-Office
Fontana, CA, USA
25-30 Hourly
Mid level
25-30 Hourly
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves originating loans for clients, providing personalized financial services, and managing client relationships for residential mortgage needs.
Top Skills: Banking ProductsMortgage ProductsMs Applications
23 Days AgoSaved
In-Office
Stanwood, WA, 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, you'll obtain necessary licenses and develop skills in client relationships and financial solutions, progressing within the company.
Top Skills: Client Management SoftwareSecurities Industry Essentials (Sie)Series 66Series 7Technology Applications
23 Days AgoSaved
In-Office
Bellevue, WA, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Wealth Management Client Associate provides client service support to Financial Advisors, focusing on aligning client needs with banking services while ensuring operational excellence and client advocacy.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
Reposted 23 Days AgoSaved
In-Office
New York, NY, USA
103K-180K Annually
Mid level
103K-180K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Develop and deliver complex software solutions for financial applications, ensuring compliance and maintainability. Collaborate with trading and risk teams on product functionality.
Top Skills: Python
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