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Reposted YesterdaySaved
Hybrid
Plano, TX, USA
Senior level
Senior level
Financial Services
Supports strategic initiatives, executive communications, business analysis, project delivery, risk management, and process improvements. Develops presentations, reports, dashboards, wireframes, and mock-ups using Excel and PowerPoint; coordinates leadership meetings and cross-functional activities; manages workstreams; maintains SharePoint resources; and identifies business risks and efficiency opportunities.
Top Skills: ExcelMicrosoft PowerpointPivot TablesSharepoint
Reposted YesterdaySaved
Hybrid
New York, NY, USA
Junior
Junior
Financial Services
Conduct equity research on broadline and specialty retailers by analyzing financial statements, regulatory filings, news, and industry trends. Build Excel-based forecasts and valuation models, write company and sector research reports, develop investment insights, and communicate findings to clients, industry experts, and management teams. Collaborate with Sales and Trading while fulfilling client requests and maintaining detailed, timely research coverage.
Top Skills: ExcelPythonVBA
Reposted YesterdaySaved
Hybrid
3 Locations
Expert/Leader
Expert/Leader
Financial Services
Lead organizational strategy and transformation initiatives for Client Onboarding & Service. Responsibilities include process improvement, data-driven analysis, AI integration, change management, executive communications, stakeholder advisory, business case development, roadmap creation, and project leadership. The role manages multiple workstreams and team members while driving organizational effectiveness, workforce transformation, operating model evolution, and measurable business outcomes.
Top Skills: Agile MethodologiesArtificial IntelligenceExcelMicrosoft Powerpoint
Reposted YesterdaySaved
Hybrid
Peoria, AZ, USA
Senior level
Senior level
Financial Services
Develop and manage a portfolio of large business clients and prospects, acquiring new relationships, deepening product utilization, and increasing primary bank share. Provide customized business banking, deposit, cash management, and credit solutions while managing risk and regulatory requirements. Build referral networks, prospect expansion-stage businesses, understand owners’ personal financial needs, coordinate product onboarding, and deliver high-touch client experiences.
Top Skills: ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Reposted YesterdaySaved
Hybrid
North Richland Hills, TX, USA
Junior
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
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Reposted YesterdaySaved
Hybrid
Seattle, WA, USA
Senior level
Senior level
Financial Services
Provide dedicated business and client support to Financial Advisors and ultra-high-net-worth clients: manage onboarding and account maintenance, execute trades and orders, prepare portfolio reviews, coordinate with internal teams, and support firm initiatives while ensuring regulatory and firm policy compliance.
Top Skills: Jp Morgan MobileJp Morgan OnlineExcelMicrosoft PowerpointMicrosoft Word
Reposted YesterdaySaved
Hybrid
2 Locations
Senior level
Senior level
Financial Services
Leads financial product commercialization, launch readiness, and lifecycle optimization. Analyzes market trends, customer data, performance metrics, and sentiment to guide positioning, pricing, engagement, and product improvements. Coordinates cross-functional stakeholders, supports controlled testing, manages launch dependencies, and ensures regulatory controls across customer-facing processes. Partners with product, marketing, field, servicing, operations, and support teams to drive adoption, scalable growth, and successful market expansion.
Top Skills: AgilePmi
Reposted YesterdaySaved
Hybrid
Los Angeles, CA, USA
Senior level
Senior level
Financial Services
Provides executive administrative support for the Consumer Retail team by managing complex calendars, calls, meetings, travel, events, invoices, expenses, onboarding, documents, communications, spreadsheets, and presentations. Requires discretion, strong organization, communication skills, proficiency in Microsoft Office, and the ability to manage competing priorities while supporting senior management.
Top Skills: MS Office
Reposted YesterdaySaved
Hybrid
Jersey City, NJ, USA
Senior level
Senior level
Financial Services
Designs and builds enterprise-scale OpenShift platform services, including Kubernetes automation, operators, APIs, self-service workflows, multi-cluster tooling, CI/CD, security integrations, and developer platform tools. The role delivers reliable private-cloud infrastructure software, creates architecture and documentation, collaborates with infrastructure teams, and promotes validated, auditable AI-assisted engineering practices.
Top Skills: APIsArgo CdCi/CdCmdbContainersController RuntimeGithub ActionsGitopsGoHelmJenkinsKubernetesKustomizeOpenshiftPolicy-As-CodePythonRbacSecrets ManagementService CatalogsTekton
Reposted YesterdaySaved
Hybrid
Columbus, OH, USA
Senior level
Senior level
Financial Services
Leads complex technology programs across multiple workstreams, managing scope, milestones, dependencies, budgets, risks, and delivery outcomes. Partners with engineering, product, business, and risk stakeholders to resolve issues, improve execution, and align initiatives with business goals. Applies technical fluency across architecture, APIs, data flows, software lifecycles, release processes, and production readiness. Uses and validates enterprise-authorized generative AI tools for planning, risk synthesis, governance, and reporting while following data-sensitivity requirements.
Top Skills: APIsCloud ServicesDistributed SystemsGenerative Ai
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