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Reposted 3 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
4 Days AgoSaved
In-Office
McMurray, PA, USA
19-28 Hourly
Entry level
19-28 Hourly
Entry level
Fintech
The Financial Wellness Associate helps clients with financial transactions, builds relationships, educates clients about products, and meets sales goals while ensuring compliance and strong client experiences.
Top Skills: Digital TechnologyMobile AppsPc With Windows Based ApplicationsWeb-Based Browsing
4 Days AgoSaved
In-Office
Brooklyn, OH, USA
69K-105K Annually
Junior
69K-105K Annually
Junior
Fintech
The Digital Product Owner leads projects to enhance digital capabilities, collaborates with teams, and ensures alignment with strategic goals, focusing on customer experience and data-driven decisions.
Top Skills: AgileDigital Technologies
4 Days AgoSaved
In-Office
2 Locations
80K-150K Annually
Senior level
80K-150K Annually
Senior level
Fintech
The Business Analytics Senior Associate conducts complex analyses, creates data visualizations, and collaborates with leadership to provide insights for strategic decisions. This role requires strong business understanding and communication skills to address business challenges.
Top Skills: CognosExcelGCPHadoopPythonRSASSQLTableau
4 Days AgoSaved
In-Office
Cleveland, OH, USA
96K-181K Annually
Mid level
96K-181K Annually
Mid level
Fintech
The Risk Governance Manager oversees governance activities for Commercial lending, managing risk assessments, regulatory readiness, and executive reporting, while fostering collaboration with business and risk stakeholders.
Top Skills: ExcelPowerPointSalesforceTableau
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4 Days AgoSaved
In-Office
Syracuse, NY, USA
116K-216K Annually
Senior level
116K-216K Annually
Senior level
Fintech
The Relationship Manager is responsible for business development, managing client relationships, ensuring asset quality, and providing tailored financial solutions to commercial clients.
Top Skills: Customer Relationship Management Systems
Reposted 5 Days AgoSaved
In-Office
Salt Lake City, UT, USA
19-28 Hourly
Junior
19-28 Hourly
Junior
Fintech
The Financial Wellness Associate engages clients in discussions about financial wellness while handling transactions and client support, fostering relationships to deepen client connections.
Top Skills: Pc With Windows Based Applications
Reposted 5 Days AgoSaved
In-Office
3 Locations
71K-125K Annually
Mid level
71K-125K Annually
Mid level
Fintech
The role involves managing and analyzing data for Asset Liability Management, ensuring data quality, and supporting financial reporting and modeling initiatives within Corporate Treasury.
Top Skills: Alm SoftwareDb2EssbaseMicrosoft Office SuitePythonSASSQLVisual BasicWorkday
Reposted 5 Days AgoSaved
In-Office
7 Locations
96K-181K Annually
Senior level
96K-181K Annually
Senior level
Fintech
The Senior Compliance Officer oversees compliance risk mitigation related to regulatory compliance, specifically Regulation W, O, and Anti-tying, while providing leadership and oversight for the Compliance team.
Top Skills: Anti-Tying RegulationsCompliance Risk ProgramsRegulation ORegulation W
5 Days AgoSaved
In-Office
Portland, OR, USA
19-28 Hourly
Entry level
19-28 Hourly
Entry level
Fintech
The Financial Wellness Associate engages clients to enhance their financial wellness by providing guidance, supporting transactions, and fostering strong client relationships. They work closely with branch teams, facilitating transactions, identifying opportunities, and helping clients make informed financial decisions.
Top Skills: Digital TechnologyMobile AppsWeb-Based BrowsingWindows Based Applications
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