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Reposted 18 Days AgoSaved
In-Office
East Greenbush, NY, USA
50K-62K Annually
Entry level
50K-62K Annually
Entry level
Fintech
Provide investment services and holistic financial planning to mass affluent clients ($50k+; target $250k–$2M), grow relationships, achieve sales and referral goals, coordinate product delivery with branch staff, and maintain compliance with bank policies.
Reposted 18 Days AgoSaved
In-Office or Remote
8 Locations
69K-105K Annually
Junior
69K-105K Annually
Junior
Fintech
Perform quantitative analysis and model development support within an economic capital team. Clean and explore large datasets, run basic diagnostics, build visualizations, and assist in validating predictive and ML models using Python/R/SAS and spreadsheet tools. Help integrate AI-generated code and agentic tools under manager supervision.
Top Skills: Agentic ToolsAi-Assisted Coding EnvironmentsDatabasesExcelGenerative Ai PlatformsPythonRSAS
Reposted 18 Days AgoSaved
In-Office
Lansdale, PA, USA
50K-62K Annually
Mid level
50K-62K Annually
Mid level
Fintech
Provide investment services and financial planning to mass affluent clients ($50k+ assets), grow relationships, cross-sell bank products, meet sales and referral goals, coordinate investment product delivery with branch teams, and coach branch personnel while complying with KeyBank policies.
Reposted 18 Days AgoSaved
In-Office
Yakima, WA, USA
80K-80K Annually
Entry level
80K-80K Annually
Entry level
Fintech
The Associate Private Client Advisor assists Private Client Advisors with investment and financial planning for Mass Affluent clients, focusing on client management and referrals, while partnering with branch teams.
Top Skills: Certified Financial PlannerFinra License S63Finra License S65Finra License S66Finra License S7Finra Securities Industry EssentialsResident State Insurance Licenses
Reposted 18 Days AgoSaved
In-Office
Portland, OR, USA
Mid level
Mid level
Fintech
Provide investment advice and financial planning to mass-affluent clients ($50k+; $250k–$2M target), grow new and existing relationships, meet sales and referral goals, partner with branch teams, coach branch personnel, and coordinate investment product delivery while maintaining compliance and ethical standards.
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Reposted 18 Days AgoSaved
In-Office
Canton, OH, USA
Entry level
Entry level
Fintech
Provide investment advice and financial planning to mass-affluent clients ($50k+ assets), grow and expand relationships ($250k–$2M target), cross-sell bank products, achieve sales and referral goals, partner with branch staff and Centers of Influence, deliver investment product delivery and branch coaching, and comply with KeyBank policies.
Reposted 18 Days AgoSaved
In-Office
Portland, ME, USA
57K-87K Annually
Mid level
57K-87K Annually
Mid level
Fintech
Manage and construct investment portfolios, advise clients on strategies, ensure compliance, monitor investments, and mentor junior staff.
Top Skills: Asset AllocationFinancial MarketsPortfolio ManagementProject ManagementTrading
Reposted 18 Days AgoSaved
In-Office
2 Locations
80K-150K Annually
Senior level
80K-150K Annually
Senior level
Fintech
Develop and deliver sales enablement strategy and high‑impact presentations for Cash Management and Merchant Services. Partner cross‑functionally to create playbooks, talk tracks, and launch materials, track adoption, and refine content to improve seller readiness and drive solution adoption and revenue.
Top Skills: Microsoft Powerpoint
Reposted 18 Days AgoSaved
In-Office
Brooklyn, OH, USA
80K-150K Annually
Senior level
80K-150K Annually
Senior level
Fintech
Maintain and optimize Google Cloud-based analytics marts, ensure data integrity and quality, analyze datasets to inform business decisions, support UAT and incident resolution, collaborate with cross-functional teams, promote data governance and literacy, and mentor junior analysts to advance enterprise analytics and trusted data assets.
Top Skills: Google Cloud PlatformPythonSQL
Reposted 18 Days AgoSaved
In-Office
2 Locations
21-31 Hourly
Senior level
21-31 Hourly
Senior level
Fintech
Independently manage a portfolio of commercial litigation accounts across stages, review pleadings, update internal systems, coordinate with attorneys/vendors, prepare litigation documentation, manage invoicing, and support process improvements and projects.
Top Skills: AdobeAlsAsfCacsCasClsCm-EcfExcelHoganMspOffice365PacerTsysTymetrix
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