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Senior level
Financial Services
Supervise Wealth Management financial advisors through account and book reviews, risk analysis, regulatory oversight, and escalation management. Monitor productivity, identify compliance issues and customer-impacting trends, refine review processes, update procedures, and ensure adherence to securities regulations and fiduciary requirements. Lead staff development, performance evaluations, recruiting, and retention while partnering with senior leaders and review teams to resolve complex issues. The role requires direct engagement with advisors and clients and travel up to 50% of the time.
Junior
Financial Services
Manages a portfolio of 70–90 small-business clients, acquiring and retaining relationships while providing customized banking, deposit, cash management, credit, and financial solutions. Conducts in-person client and prospect meetings, identifies business and personal financial needs, connects clients with specialists, and supports branch growth. Applies business credit, finance, and risk-management knowledge while following regulatory requirements and protecting the firm’s interests.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
7 Days AgoSaved
Hybrid
Columbus, OH, USA
Entry level
Entry level
Financial Services
Execute compliance and operational risk testing, evaluate control design and effectiveness, identify gaps, apply analytical problem-solving, improve testing methodologies, and collaborate with stakeholders to support a strong control environment.
Reposted 7 Days AgoSaved
Hybrid
New York, NY, USA
Senior level
Senior level
Financial Services
Develop and improve identity data products covering verification, resolution, identity graphs, and consent management. Partner with technology, design, modeling, and data teams to execute roadmaps, measure product health and business outcomes, establish governance and privacy controls, manage identity data risks, and communicate strategy and tradeoffs to senior stakeholders.
Top Skills: Cloud-Based ArchitecturesConsent ManagementData GovernanceData PipelinesGraph Data ModelsIdentity And Access Management (Iam)Identity GraphsIdentity ResolutionIdentity VerificationMachine Learning
7 Days AgoSaved
Hybrid
3 Locations
Senior level
Senior level
Financial Services
Lead FP&A activities for expenses and headcount, including budgeting, forecasting, financial reporting, variance analysis, performance metrics, business cases, and profitability modeling. Partner with CFOs and senior leaders to provide strategic insights, improve efficiency, design dashboards, enhance controls, streamline processes, and introduce automation. Deliver executive presentations and oversee month-end results, forecasts, and annual budgets.
Top Skills: Ai ToolsAlteryxExcelPowerPointPython
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Reposted 7 Days AgoSaved
Hybrid
4 Locations
Senior level
Senior level
Financial Services
Build and maintain production generative AI applications for banking, including search, conversational AI, retrieval pipelines, and agentic workflows. Write and review code daily, integrate LLM components, improve system latency and reliability, and implement observability and error recovery. Collaborate with technical leaders, product teams, and business stakeholders while contributing to architecture, design reviews, engineering standards, and testing practices in a regulated environment.
Top Skills: Agentic WorkflowsApi DesignAWSConversational AiLarge Language ModelsMicroservices ArchitecturePrompt EngineeringPythonRetrieval-Augmented Generation
7 Days AgoSaved
Hybrid
New York, NY, USA
Senior level
Senior level
Financial Services
Lead strategy and execution for machine learning-powered personalization and next-best-action products across digital, contact center, branch, and marketing channels. Translate research and analytics into roadmaps, requirements, experiments, and backlog priorities. Collaborate with data science, engineering, channel, and business teams across model development and deployment. Support scalable data platforms, assistant memory and context capabilities, monitoring, and responsible data practices involving privacy, consent, and fairness.
Top Skills: APIsAWSEvent-Driven ArchitecturesGrafanaJIRAMachine LearningPythonSnowflakeSQLTableau
Junior
Financial Services
Provide comprehensive financial planning and investment advice to individuals and families. Build and manage a book of business through client acquisition, relationship management, goals-based planning, and partner referrals. Educate clients on investment products, financial technology, and banking channels while delivering ethical, personalized solutions and broader financial coaching.
Top Skills: Cfp CertificationHealth Insurance LicenseLife Insurance LicenseLong Term Care Insurance LicenseSeries 63Series 65Series 66Series 7
7 Days AgoSaved
Hybrid
Brooklyn, NY, USA
Mid level
Mid level
Financial Services
Manage and grow a portfolio of 70–90 small-business clients, providing customized banking, deposit, cash management, credit, and financial solutions. Acquire new clients, develop long-term relationships, assess risks, and support assigned branches. Conduct client and prospect meetings, coordinate referrals to wealth management and lending specialists, ensure portfolio profitability, and follow regulatory and risk-management requirements.
Top Skills: ExcelMS OfficeOutlookPowerPointWord
7 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Financial Services
Leads software engineering for AI/ML data platforms, providing technical direction, developing secure production code, and driving scalable SDLC automation. Establishes governance and validation standards for AI-assisted engineering, coaches teams on responsible AI use, and contributes to system design, application functionality, cloud-native operations, testing, and reliability. Preferred experience includes Go or Python, MLOps platforms, ML frameworks, and multi-cloud or hybrid architectures.
Top Skills: Cloud-Native TechnologiesGoHugging FaceHybrid Cloud ArchitecturesKubeflowMlflowMulti-Cloud ArchitecturesPythonPyTorchScikit-LearnTensorFlow
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