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Reposted 5 Days AgoSaved
In-Office or Remote
5 Locations
Senior level
Senior level
Fintech
Advise sophisticated financial advisor clients on asset allocation, portfolio construction, and fund selection. Conduct investment reviews, develop investment policy statements, present strategies, collaborate with internal partners, support business development, serve as subject-matter expert, coach junior team members, and contribute to publications and client events.
Reposted 5 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech
Advise ultra-high-net-worth clients on advanced estate planning, income tax, and financial planning. Analyze client documents, develop solutions and deliverables, partner with advisors, improve processes, support compliance, and participate in projects.
Reposted 5 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech
Advise ultra-high-net-worth clients on advanced estate planning, income tax, and financial planning. Analyze client documents, create deliverables, collaborate with advisors, mentor colleagues, contribute thought leadership, improve processes, ensure compliance, support projects, and travel for training and client meetings.
Reposted 5 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Expert/Leader
Expert/Leader
Fintech
The Executive Director will lead a team serving Ultra-High-Net-Worth clients, focusing on client management, team development, and strategic business growth in wealth management.
Top Skills: CfaCfpFinra Series Licenses
Reposted 5 Days AgoSaved
In-Office
Malvern, PA, USA
Senior level
Senior level
Fintech
The Senior Data Scientist will lead research using historical data, solve market-impact problems, design research tools, apply AI/ML in finance, mentor others, and integrate models into production systems.
Top Skills: Ml LibrariesPython
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Reposted 5 Days AgoSaved
In-Office
Malvern, PA, USA
Senior level
Senior level
Fintech
The Private Investment Product Manager at Vanguard engages with clients and stakeholders, improving products based on market insights and client feedback while creating training materials and content.
Top Skills: Client EngagementPrivate Markets InvestingVanguard Products
Reposted 5 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Partner with marketing analytics leadership to improve team effectiveness, design operating rhythms, manage cross-functional projects and dependencies, prepare concise updates and presentations, coordinate strategic priorities and OKRs, and build analytics domain fluency to drive follow-through and accountability.
Top Skills: Microsoft Powerpoint
Reposted 5 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Fintech
Lead complex analytics projects supporting client experience transformation: gather and validate structured and unstructured data, apply advanced analytics and machine learning, produce executive visualizations and recommendations, manage recurring reporting, enforce data quality standards, and mentor other analysts to drive business decisions and improve client outcomes.
Top Skills: Data VisualizationMachine Learning
Reposted 5 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Fintech
Lead end-to-end analytics for Flagship Client and Distribution: partner with stakeholders to frame problems, perform advanced analyses and machine learning, ensure data quality, develop recurring analytics products and executive visualizations, and mentor analysts to drive data-driven decisions.
Top Skills: Advanced AnalyticsData VisualizationExperimentationMachine LearningPredictive ModelingPython
Reposted 5 Days AgoSaved
In-Office
Washington, DC, USA
Mid level
Mid level
Fintech
Provide direct administrative support to senior legal and public policy leaders: manage complex global calendars, coordinate meetings with government and external stakeholders, arrange domestic and international travel, process expense reports, handle sensitive information, and serve as a reliable point of contact and backup for the Office Manager.
Top Skills: Microsoft OutlookMicrosoft Teams
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