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15 Days AgoSaved
In-Office
2 Locations
71K-125K Annually
Senior level
71K-125K Annually
Senior level
Fintech
The Senior Finance Analyst will support financial performance and strategic initiatives, perform analysis, forecasting, and develop relationships with business leadership.
Top Skills: AccessExcelMicrosoft Office SuitePowerPoint
Reposted 15 Days AgoSaved
In-Office
Lansdale, PA, USA
50K-62K Annually
Entry level
50K-62K Annually
Entry level
Fintech
The Private Client Advisor engages with Mass Affluent clients, providing investment solutions and financial plans to expand client relationships and achieve sales goals while collaborating with branch teams.
Top Skills: Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
Reposted 15 Days AgoSaved
In-Office
Brooklyn, OH, USA
21-31 Hourly
Senior level
21-31 Hourly
Senior level
Fintech
The Senior Specialist in Commercial Lending reviews and books complex loan documentation, ensures compliance, and supports client needs while fostering team collaboration.
Top Skills: Als Negotiable Collateral DatabaseAutoloan BookingClsCredit Write-Up Approval (Cwa)CrintDoc LogHoganKeynetKvdLaser Pro LendingLoan IqLotus NotesMS OfficeObligor DatabaseSmall Business Underwriting (Sbu)Windows
Reposted 15 Days AgoSaved
In-Office
South Bend, IN, USA
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor focuses on Mass Affluent clients, providing investment solutions and comprehensive financial planning while expanding relationships through sales processes.
Top Skills: And 65Finra License S63Finra License S66Finra License S7Finra Security Industry Essentials
Reposted 15 Days AgoSaved
In-Office
Harleysville, PA, USA
Mid level
Mid level
Fintech
The Private Client Advisor will manage Mass Affluent clients, offer investment solutions, grow client relationships, and meet sales targets while collaborating with banking staff.
Top Skills: Finra License 65Finra License S63Finra License S66Finra License S7Finra Security Industry Essentials
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16 Days AgoSaved
In-Office
Brooklyn, OH, USA
18-23 Hourly
Entry level
18-23 Hourly
Entry level
Fintech
The Lockbox Extractor Specialist manages incoming customer payment mail by preparing, extracting, sorting, and accurately keying data, ensuring high quality and adherence to operational standards.
Top Skills: Basic Computer SkillsKeyboarding
16 Days AgoSaved
In-Office
East Longmeadow, MA, USA
19-28 Hourly
Entry level
19-28 Hourly
Entry level
Fintech
The Financial Wellness Associate serves as a trusted advisor, assisting clients with financial wellness through personalized interactions, processing transactions, and building relationships to support client needs.
Top Skills: Digital TechnologyMobile AppsWeb-Based BrowsingWindows
16 Days AgoSaved
In-Office
Brooklyn, OH, USA
69K-105K Annually
Senior level
69K-105K Annually
Senior level
Fintech
The Copilot Enablement Specialist integrates and governs AI capabilities, partners with teams, supports cloud-based infrastructure, and ensures compliance while troubleshooting issues.
Top Skills: Azure AiMicrosoft 365 CopilotPower AutomatePowershell
Reposted 16 Days AgoSaved
In-Office
3 Locations
116K-216K Annually
Senior level
116K-216K Annually
Senior level
Fintech
The Institutional Advisor manages investments for various clients, drives sales, develops client relationships, and ensures exceptional service while meeting sales targets.
Top Skills: Salesforce
17 Days AgoSaved
In-Office
3 Locations
69K-105K Annually
Mid level
69K-105K Annually
Mid level
Fintech
The Sr. Client Manager collaborates with partners to acquire and retain business clients, ensuring they receive effective service and meet their treasury management needs.
Top Skills: ExcelMS OfficePowerPointWord
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