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One Month AgoSaved
In-Office
Pittsburgh, PA, USA
Senior level
Senior level
Fintech • Financial Services
Provide fiduciary administration and high-touch client service for trusts, foundations, and HNW accounts. Support onboarding, trust agreement analysis, KYC, records, reporting, and compliance. Engage clients, co-trustees, beneficiaries, and advisors; assist senior officers with estate planning guidance and business growth while identifying risk and ensuring adherence to fiduciary standards and policies.
One Month AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
Provide senior leadership for execution of complex, enterprise product and innovation initiatives. Translate strategy into disciplined delivery, align senior stakeholders, embed governance and operational readiness, manage risks and interdependencies, and standardize reporting to deliver enterprise-ready launches.
Top Skills: BlockchainDigital Assets
One Month AgoSaved
Hybrid
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
Lead BNY Investments' global events program, developing strategy and executing client forums, roadshows, roundtables and sponsorships. Manage a high-performing global team, budgets, vendors, compliance, measurement/KPIs and cross-functional stakeholder relationships to drive brand, client engagement and commercial outcomes.
Top Skills: Ai-Powered Productivity ToolsCollaboration PlatformsEvent Planning ToolsMicrosoft Office (ExcelPowerPointWord)
One Month AgoSaved
Hybrid
Pittsburgh, PA, USA
Senior level
Senior level
Fintech • Financial Services
Provide complex analytics, reporting, and automation for client processing systems; resolve moderate-to-complex client issues; support product enhancements, system testing, and mentor junior staff.
One Month AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Fintech • Financial Services
Lead segment-specific marketing for Asset Owners and Corporations: define strategy, drive data-informed GTM plans, collaborate cross-functionally, develop multichannel campaigns (digital, events, ABM), create thought leadership, and optimize client journeys to meet revenue goals.
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One Month AgoSaved
Hybrid
Lake Mary, FL, USA
Senior level
Senior level
Fintech • Financial Services
Manage complex letters of credit structuring and LC lifecycle for high-priority trade clients, resolve complex transaction issues, collaborate with clients, legal, product, risk and compliance, support risk reviews, and drive workflow optimization and process improvements.
One Month AgoSaved
Hybrid
Pittsburgh, PA, USA
Expert/Leader
Expert/Leader
Fintech • Financial Services
Lead and manage LC lifecycle and client processing for high‑priority trade clients. Train and mentor team on issuance, confirmation vetting, and document examination; resolve complex transaction issues; collaborate with Legal, Risk, Product, and Relationship teams; participate in risk and control committees and drive process improvement.
Top Skills: AmlCdcsCsdgIspSanctionsUcpUrdg
One Month AgoSaved
Hybrid
Lake Mary, FL, USA
Expert/Leader
Expert/Leader
Fintech • Financial Services
Lead and manage lifecycle of complex Letters of Credit and guarantees for high-priority trade clients. Oversee document examination, vetting, team training, risk mitigation, process improvements, and stakeholder collaboration (Clients, Legal, Product, Risk & Compliance). Serve as escalation point for complex issues and provide operational insights to Product and Relationship teams.
Top Skills: AmlCdcsCsdgIspSanctionsUcpUrdg
One Month AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Fintech • Financial Services
Manage complex letter of credit (LC) structuring and LC lifecycle for high‑priority trade clients. Resolve complex transaction issues, collaborate with clients, legal, product, risk and compliance, support product and relationship teams with operational insights, participate in risk reviews, and drive process improvements and workflow optimization.
One Month AgoSaved
In-Office
Lake Mary, FL, USA
Junior
Junior
Fintech • Financial Services
Provide high-quality client service by resolving complex inquiries, coordinating client transactions and reporting, ensuring compliance with regulations, collaborating with internal teams to improve processes, using data to identify improvement opportunities, and proactively building strong client relationships.
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