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9 Days Ago
Broadway, NJ, USA
3,689 Employees
100K-257K Annually
Senior level
3,689 Employees
100K-257K Annually
Senior level
Fintech
The Senior Investment Strategist directs investment solutions for high-net-worth clients, focusing on asset allocation, portfolio construction, and relationship management. Responsibilities include overseeing investments, providing strategic advice, managing client interactions, and collaborating with the Portfolio Construction Desk.
9 Days Ago
MO, USA
Remote
3,689 Employees
58K-149K Annually
Senior level
3,689 Employees
58K-149K Annually
Senior level
Fintech
The ATM Operations Supervisor manages ATM operational processes, ensuring efficient service and support for customers. Responsibilities include daily balancing of accounts, cash level monitoring, reconciling discrepancies, vendor relationship management, policy implementation, training staff, and collaborating with cross-functional teams to optimize performance.
12 Days Ago
Kansas City, MO, USA
3,689 Employees
51K-119K Annually
Junior
3,689 Employees
51K-119K Annually
Junior
Fintech
As a Tax Information Reporting Analyst, you will review tax forms, assist with tax reporting processes, and ensure compliance with U.S. tax information reporting and FATCA. You will also prepare training materials and keep updated with tax reporting issues.
12 Days Ago
Kansas City, MO, USA
3,689 Employees
100K-257K Annually
Mid level
3,689 Employees
100K-257K Annually
Mid level
Fintech
The Trust Legal Counsel will provide legal support to UMB's Private Wealth Management, advising on fiduciary accounts, supervising decedents' files, and reviewing investment-related issues. Responsibilities include drafting documents, conducting legal research, training staff, and managing outside counsel relationships.
22 Days Ago
Broadway, NJ, USA
3,689 Employees
83K-215K Annually
Senior level
3,689 Employees
83K-215K Annually
Senior level
Fintech
The Sr Financial Planner provides financial planning services to Private Wealth Management clients, focusing on high-value family segments. Responsibilities include client interactions, mentoring junior planners, managing escalated inquiries, and ensuring client satisfaction. The role requires staying updated on regulations and maintaining client relationships while overseeing financial planning activities and compliance.
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