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25 Days AgoSaved
In-Office
New York, NY, USA
90K-105K Annually
Junior
90K-105K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Support credit underwriting and monitoring for mid-complexity Global Markets financing relationships (warehouse facilities, CLOs, secured loans, trading lines). Perform financial and structural credit analysis, prepare underwriting materials and approval memos, assess collateral and covenants, monitor portfolio performance, partner with front-line, legal, and risk teams, and ensure compliance with policy and regulatory requirements.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
Reposted 25 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Advisor II role involves acquiring and managing clients, developing relationships, and leveraging financial services to meet client needs while ensuring retention and business growth.
Top Skills: CfaCfmCpaCtfaJdSeries 63Series 65Series 66Series 7
25 Days AgoSaved
In-Office
Raynham, MA, USA
26-31 Hourly
Junior
26-31 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Originates residential mortgages and HELOCs for financial center clients, provides consultative lending advice, submits applications, manages documentation and client communication, cross-sells banking products, and partners with branch leaders to meet sales and service goals while complying with SAFE Act and regulatory requirements.
Top Skills: Laptop TechnologyExcelMS Office
Reposted 25 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive financial advice to clients, develop financial plans, and recommend investment products while ensuring compliance and assessing client needs.
Top Skills: Brokerage ProductsClient Management SoftwareFinancial ServicesInvestment Strategies
Reposted 25 Days AgoSaved
In-Office
Peachtree City, GA, USA
Mid level
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Solutions Advisor provides customized advice to clients, builds financial plans, recommends products, and ensures compliance with the SAFE Act.
Top Skills: Brokerage ProductsFinancial PlanningFinancial ServicesInvestment Products
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Reposted 25 Days AgoSaved
In-Office
Boston, MA, USA
100K-275K Annually
Senior level
100K-275K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and driving business development within the Private Bank, ensuring a branded client experience and client retention.
Reposted 25 Days AgoSaved
In-Office
6 Locations
85K-132K Annually
Junior
85K-132K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Develop quantitative models for risk management, focusing on volume forecasting and capacity planning, while adhering to Model Risk Management standards.
Top Skills: ArenaMS OfficePythonRSASSQLTableau
Reposted 25 Days AgoSaved
In-Office
3 Locations
24-31 Hourly
Junior
24-31 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Handle complex and escalated customer issues related to fraudulent account activity, investigating claims and providing service support to clients.
Reposted 25 Days AgoSaved
In-Office
2 Locations
100K-275K Annually
Senior level
100K-275K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Advisor II role focuses on acquiring and managing client relationships, driving business development, and providing tailored financial solutions. Key responsibilities include client management, leveraging resources for clients' wealth strategies, and leading a team in meeting client needs.
Reposted 25 Days AgoSaved
In-Office
New York, NY, USA
157K-230K Annually
Senior level
157K-230K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Principal Engineer will lead the engineering approach and development of the Generative AI platform, improving design, quality, and scalability while collaborating with various teams across the organization.
Top Skills: AIData AnalyticsGenerative AiMachine LearningPythonRest Api
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