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Reposted YesterdaySaved
In-Office or Remote
4 Locations
Senior level
Senior level
Fintech
Designs, deploys, and supports technology platforms across complex production environments. Responsibilities include troubleshooting hardware and software issues, improving performance and reliability, establishing technical standards, evaluating technologies, managing code promotions, documenting solutions, analyzing requirements, and mentoring junior engineers. The role partners with business stakeholders to deliver scalable technical solutions and supports system administration, technical design, releases, and special projects.
2 Days AgoSaved
In-Office
Malvern, PA, USA
52K-78K Annually
Entry level
52K-78K Annually
Entry level
Fintech
Assist Vanguard clients through inbound phone calls with account maintenance, financial inquiries, and issue resolution. Use empathy and problem-solving to identify client needs and provide accurate, timely solutions. Collaborate with internal departments on initiatives that improve client and employee experiences. The role includes paid training and support for obtaining the SIE, Series 7, and Series 63 licenses.
Top Skills: CRMFinra Series 63Finra Series 7Sie
2 Days AgoSaved
In-Office
Charlotte, NC, USA
52K-78K Annually
Entry level
52K-78K Annually
Entry level
Fintech
Assist Vanguard clients through inbound phone calls with account maintenance, financial inquiries, and issue resolution. Associates use empathy and problem-solving to identify client needs, provide accurate solutions, and collaborate with internal teams on initiatives that improve client and employee experiences. The role includes paid training and licensing support for the SIE, FINRA Series 7, and Series 63 examinations.
Top Skills: CRM
2 Days AgoSaved
Remote
Texas, USA
Mid level
Mid level
Fintech
Build and manage a book of client relationships through proactive phone outreach, discovery conversations, education, responsive support, and follow-up. Identify client needs and growth opportunities, explain Vanguard solutions, support retention, and coordinate referrals to specialists and advice professionals. This remote role requires active securities licensing and is restricted to candidates based in the Austin, Texas area.
Top Skills: Crm SystemsMS OfficeSeries 63Series 65Series 66Series 7Sie
2 Days AgoSaved
In-Office
Miami, FL, USA
Mid level
Mid level
Fintech
Manages an assigned book of business through proactive client outreach, discovery conversations, relationship management, and consultative sales. Educates clients about Vanguard products and services, identifies financial needs and growth opportunities, supports retention, coordinates referrals, and connects clients with appropriate specialists or advice professionals. This remote role requires candidates to work within the Miami metropolitan area and hold specified securities licenses.
Top Skills: Crm SystemsMS Office
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2 Days AgoSaved
In-Office
Houston, TX, USA
Mid level
Mid level
Fintech
Manage an assigned book of business through proactive client outreach, discovery conversations, education, referrals, and consultative sales. Build long-term relationships, identify financial needs and growth opportunities, connect clients with Vanguard specialists, and support retention and positive client outcomes. This remote Texas role requires securities licensing and collaboration across Vanguard’s retail division.
Top Skills: Crm SystemsMS Office
2 Days AgoSaved
In-Office
Scottsdale, AZ, USA
52K-78K Annually
Entry level
52K-78K Annually
Entry level
Fintech
Assist Vanguard clients through inbound phone calls with account maintenance, financial inquiries, issue resolution, and timely solutions. Build client relationships through empathy, problem-solving, and accurate service. Collaborate with internal teams on initiatives that improve client and employee experiences. The role requires obtaining the SIE and applicable Series 7 and 63 licenses, with Vanguard providing training and support.
Top Skills: CRMFinra Series 63Finra Series 7Sie
2 Days AgoSaved
In-Office
Tampa, FL, USA
Mid level
Mid level
Fintech
Manage an assigned book of business through proactive outreach, discovery conversations, client education, relationship development, retention, and referrals to Vanguard specialists. The role connects clients with appropriate investment products, services, and advice resources without providing personalized financial advice or creating financial plans. Success requires consultative sales, strong communication, CRM proficiency, and knowledge of financial services.
Top Skills: Crm SystemsMS Office
3 Days AgoSaved
In-Office
Malvern, PA, USA
Senior level
Senior level
Fintech
Lead architecture and solution design for mobile debit cards and digital payment capabilities, including digital wallets and push provisioning. Translate business needs into architecture, guide engineering teams, lead integrations with payment and vendor platforms, conduct architecture reviews and proofs of concept, and align product, engineering, security, architecture, and business stakeholders. The role requires deep iOS expertise with familiarity across Android, cross-platform mobile technologies, cloud architecture, and payment ecosystems.
Top Skills: AndroidApple PayAWSDigital WalletsGoogle PayiOSPush ProvisioningReact Native
3 Days AgoSaved
In-Office
5 Locations
65K-80K Annually
Junior
65K-80K Annually
Junior
Fintech
Supports high-net-worth clients through account onboarding, ownership changes, and other complex financial situations. Builds trusted client relationships, provides expert guidance, simplifies financial processes, educates clients about Vanguard products and services, and delivers consistent service throughout important financial events. The role requires active FINRA Series 7 and Series 63 licenses and follows a hybrid work model.
Top Skills: Finra Series 63Finra Series 7
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