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Reposted 15 Days AgoSaved
In-Office
Brooklyn, OH, USA
70K-75K Annually
Junior
70K-75K Annually
Junior
Fintech
The Lead Finance Analyst will enhance financial forecasts, ensure data integrity, support reporting processes, and collaborate across finance teams for strategic initiatives.
Top Skills: ExcelIbm Tm1Oracle EssbasePowerPointSQLTableauWorkday
Reposted 15 Days AgoSaved
In-Office or Remote
2 Locations
85K-110K Annually
Mid level
85K-110K Annually
Mid level
Fintech
Manage large complex loan relationships, perform financial modeling, monitor credits, assist in client meetings, and ensure compliance with regulations.
Top Skills: Financial ModelingLoan IqMoody'S Financial AnalysisNcino Underwriting SystemRisk Rating And Roe Models
Reposted 15 Days AgoSaved
In-Office
Everett, WA, USA
19-26
Junior
19-26
Junior
Fintech
Assist clients with financial wellness through transactions and personalized guidance. Develop relationships to enhance business goals and client satisfaction.
Top Skills: AppsDigital Technology (MobilePc With Windows Based ApplicationsWeb-Based Browsing)
Reposted 16 Days AgoSaved
In-Office
Brooklyn, OH, USA
19-21
Entry level
19-21
Entry level
Fintech
This position involves processing client remittance data, preparing checks, and sorting invoices under supervision. Attendance is crucial, with a focus on meeting production standards.
16 Days AgoSaved
In-Office
Akron, OH, USA
Junior
Junior
Fintech
The Associate Private Client Advisor collaborates with Advisors to deliver investment solutions to Mass Affluent clients, fostering partnerships and leading financial wellness initiatives. Responsibilities include client management, service delivery, and sales support to achieve referral and revenue goals.
Top Skills: Certified Financial PlannerFinra License S66 Or S63 And S65Finra License S7Finra Security Industry Essentials
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Reposted 16 Days AgoSaved
In-Office
New York, NY, USA
180K-250K Annually
Senior level
180K-250K Annually
Senior level
Fintech
The Sr. Relationship Manager acts as a trusted advisor, managing complex client relationships, driving business development, and ensuring effective risk management while overseeing portfolio activities.
16 Days AgoSaved
In-Office
2 Locations
79K-100K Annually
Mid level
79K-100K Annually
Mid level
Fintech
Responsible for project managing the Strategic Governance Program in Business Banking, implementing priorities, defining deliverables, and organizing cross-functional teams.
16 Days AgoSaved
In-Office
Rutland, VT, USA
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor focuses on investment services for Mass Affluent clients, growing client relationships and providing comprehensive financial solutions and planning.
Top Skills: CfpFinra License S63Finra License S66Finra License S7Finra Security Industry Essentials
17 Days AgoSaved
In-Office or Remote
2 Locations
61K-68K Annually
Senior level
61K-68K Annually
Senior level
Fintech
The Lead Operations Analyst manages Commercial Card modification projects, ensuring effective client communication and project fulfillment, while overseeing implementations and addressing client needs.
Top Skills: MS Office
Reposted 19 Days AgoSaved
In-Office
Corry, PA, USA
Junior
Junior
Fintech
The Associate Private Client Advisor supports Private Client Advisors by managing client relationships and delivering investment solutions to meet the needs of Mass Affluent clients. Responsibilities include collaborating with branch staff, meeting sales targets, and maintaining compliance with policies.
Top Skills: Certified Financial Planner (Cfp)Finra License S63 And S65Finra License S66Finra License S7Finra Security Industry Essentials (Sie)
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