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Junior
Financial Services
Provide comprehensive financial planning and goals-based advice to individuals and families; build a book of business through client acquisition and relationship management; deliver personalized investment solutions and referrals; educate clients on digital channels; collaborate with partners to meet clients’ broader financial needs while maintaining regulatory and ethical standards.
Reposted 9 Days AgoSaved
Hybrid
Newark, DE, USA
Mid level
Mid level
Financial Services
Lead end-to-end investor and fund lifecycle for alternative strategies, managing onboarding, capital activity (subscriptions, redemptions, calls, distributions), trade support, cash/treasury, reporting (NAV, waterfall, IRR), process improvements, compliance, and mentor operations staff while interfacing with investors, fund admins, custodians, and distribution platforms.
Top Skills: AdventCaisEfrontExcelExcel MacrosGenevaIcapitalInvestranMS OfficePower QueryPythonRpaVBA
Junior
Financial Services
Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver goals-based investment solutions, educate clients on digital tools, coordinate Chase partner referrals, and maintain required FINRA and insurance licenses.
Junior
Financial Services
Provide comprehensive financial planning and advice to individuals and families, build a book of business through client acquisition and relationship management, deliver personalized investment and insurance solutions, coordinate with Chase partners, educate clients on digital tools, and maintain regulatory licenses and goals-based planning practices.
Reposted 9 Days AgoSaved
Hybrid
Westminster, CA, USA
Junior
Junior
Financial Services
Provide comprehensive financial planning and goals-based advice to individuals and families; build and manage a book of business, acquire and deepen client relationships, coordinate with partners, educate clients on digital tools, and deliver personalized investment and insurance solutions while maintaining regulatory licensure and high ethical standards.
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Reposted 9 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Financial Services
Lead end-to-end delivery of multi-workstream onboarding product development programs for internal applications. Own scope, schedule, budget, dependencies, risks and governance in a hybrid (Agile + plan-driven) model. Partner with Product, Operations, Technology and Business stakeholders to ensure predictable delivery, release readiness, and continuous improvement of delivery practices and metrics.
Top Skills: AgileAnalyticsData EngineeringData PipelinesJIRAMs ProjectSmartsheetWaterfall
Junior
Financial Services
Provide comprehensive financial planning and relationship-based advice to individuals and families, build a book of business, acquire and deepen client relationships, coordinate with partners, educate clients on digital tools, and maintain regulatory licensing and high ethical standards.
Reposted 9 Days AgoSaved
Hybrid
New York, NY, USA
Senior level
Senior level
Financial Services
Work within the Emerging Markets Credit Trading franchise to perform deep-dive credit analysis and due diligence on EM corporate issuers, generate trade ideas, assess risk/reward, monitor and manage inventory, and support franchise management, sales, and client engagement.
Reposted 9 Days AgoSaved
Hybrid
Los Angeles, CA, USA
Senior level
Senior level
Financial Services
Manage and grow high-net-worth client relationships across banking, lending, and investments. Deliver holistic, goals-based advice, generate leads via networking, collaborate with internal partners, and ensure compliance with risk, regulatory, and NMLS requirements.
Reposted 9 Days AgoSaved
Hybrid
Plano, TX, USA
Senior level
Senior level
Financial Services
Lead end-to-end delivery of complex IAM programs, establish governance, assess and mitigate technical and compliance risks, manage vendors and resources, drive stakeholder and executive communications, and embed compliance-by-design and least-privilege principles while leveraging enterprise AI to accelerate planning and reporting.
Top Skills: Enterprise AiIdentity And Access Management (Iam)Identity FederationPrivileged Access ManagementPublic Cloud ServicesRbacSecrets Management
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