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Reposted 2 Months AgoSaved
In-Office
Elmhurst, IL, USA
70K-80K Annually
Mid level
70K-80K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive financial advice and solutions to clients, build financial plans, recommend investment strategies, and meet regulatory requirements related to SAFE Act.
Top Skills: Brokerage ProductsFinancial Planning SoftwareInvestment ProductsSeries 66Series 7
Reposted 2 Months AgoSaved
In-Office
2 Locations
105K-135K Annually
Mid level
105K-135K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Data Governance Lead will manage data governance initiatives, oversight of data incidents, and collaborate with Compliance and Risk to produce data solutions.
Top Skills: ExcelPowerPoint
Reposted 2 Months AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Lead enterprise AI high-level design and reference architecture across the SDLC. Define target operating environments, non-functional requirements, integration and governance patterns, and enable developer workflows. Collaborate with platform, security, data and delivery teams to ensure scalable, resilient, and auditable AI-enabled solutions and drive architecture adoption and standards.
Top Skills: AICi/CdCloudDevOpsInfrastructureIntegrationInteroperabilityObservabilityPlatform EngineeringSdlcSource ControlTesting
Reposted 2 Months AgoSaved
In-Office
Seattle, 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 Stage I, you will provide financial advice, conduct client presentations, and transition between banking and investments.
Top Skills: Series 66Series 7
Reposted 2 Months AgoSaved
In-Office
Spokane, WA, USA
125K-200K Annually
Expert/Leader
125K-200K Annually
Expert/Leader
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Credit Officer II provides expert advisory guidance in integrated debt capital solutions for commercial banking clients, managing credit exposure and collaborating with various teams on credit opportunities and risk assessments.
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Reposted 2 Months AgoSaved
In-Office
Los Angeles, CA, USA
110K-215K Annually
Senior level
110K-215K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.
Reposted 2 Months AgoSaved
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 2 Months AgoSaved
In-Office
Atlanta, GA, USA
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role involves new client acquisition, relationship management, and business development in private banking, along with compliance with SAFE Act registration requirements.
Reposted 2 Months AgoSaved
In-Office
Greenwich, CT, USA
100K-275K Annually
Senior level
100K-275K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves acquiring new clients, enhancing existing client relationships, and driving business development in private banking. Responsibilities include client management, leading a team, and providing tailored financial solutions.
Reposted 2 Months AgoSaved
In-Office
7 Locations
75K-85K Annually
Mid level
75K-85K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves providing personalized financial advice to high-net worth clients, building relationships, and recommending appropriate investment strategies to exceed financial targets. It focuses on leveraging resources and developing a client book while complying with regulatory requirements.
Top Skills: Financial SoftwareInvestment PlatformsRelationship Management Tools
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