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6 Hours Ago
Hybrid
2 Locations
Senior level
Senior level
Fintech • Financial Services
The Wealth Management Advisor partners with affluent clients to define their financial goals, analyze their situations, and recommend solutions. They are responsible for building long-term relationships and communicating complex financial products effectively.
Top Skills: Certified Financial PlannerChartered Financial AnalystLife And Health Insurance LicenseSeries 63Series 65Series 66Series 7
8 Hours Ago
Hybrid
Dallas, TX, USA
Junior
Junior
Fintech • Financial Services
The Enterprise Compliance Associate is responsible for monitoring and analyzing account activities for unusual transactions, ensuring compliance with financial crimes regulations. This role involves documenting findings, recommending actions, and assisting in training of new associates. It requires collaboration with the Financial Crimes Compliance Team and involves tasks related to reporting, testing, and training as required by leadership.
Top Skills: ActimizeMS Office
8 Hours Ago
Hybrid
2 Locations
125K-165K Annually
Senior level
125K-165K Annually
Senior level
Fintech • Financial Services
The Workday Solutions Analyst supports the employee lifecycle in Workday, focusing on critical programs and future-state employee journey enhancements. Key responsibilities include configuring Workday Compensation, collaborating with HRIT teams, optimizing employee experiences, troubleshooting issues, and maintaining process documentation to identify improvement opportunities. This role demands strong project management skills and extensive Workday experience.
Top Skills: Workday
8 Hours Ago
Hybrid
Charlotte, NC, USA
Junior
Junior
Fintech • Financial Services
The Senior Administrative Assistant supports upper management by coordinating office functions, managing calendars, handling travel arrangements, and facilitating communication across departments. Responsibilities include organizing meetings, managing inventories, and assisting with project coordination while ensuring efficient office operations.
Top Skills: ConcurExcelMicrosoft Office SuiteOutlookPowerPointWord
11 Hours Ago
Hybrid
Michigan, USA
159K-265K Annually
Senior level
159K-265K Annually
Senior level
Fintech • Financial Services
The Advisor Consultant for Alternative Investments will lead sales and distribution efforts for Alternatives products across wealth channels. Key responsibilities include raising capital, presenting solutions to financial advisors, partnering with sales teams, managing sales pipelines, and developing client relationships in the private wealth sector.
Top Skills: Finra Series 63Finra Series 7
11 Hours Ago
Hybrid
Dallas, TX, USA
92K-118K Annually
Mid level
92K-118K Annually
Mid level
Fintech • Financial Services
The Sr. Manager, Marketing Services/Seismic will lead the management of content and logic in the Seismic platform, document business and technical changes, and support internal clients by managing multiple projects and ensuring accurate content delivery during testing and updates.
Top Skills: FigmaSeismicSQLTableauWorkfront
11 Hours Ago
Hybrid
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
The Advisor Consultant manages sales and distribution efforts for Alternative Investments products across wealth channels, focusing on raising capital and establishing relationships with clients. This role involves educating sales teams on alternatives, managing pipelines, and presenting investment capabilities to attract new clients.
14 Hours Ago
Hybrid
Pune, Maharashtra, IND
Junior
Junior
Fintech • Financial Services
The Associate RPA Developer is responsible for implementing automation through coding and configuring RPA solutions. Key tasks include translating business logic into robotic workflows, maintaining bots post-deployment, and collaborating with stakeholders for process improvement. Preferred qualifications include programming in Python and familiarity with RPA tools like Automation Anywhere, and experience with data analytics and machine learning techniques.
Top Skills: .Net C#Automation AnywhereAws (S3Blue PrismEc2Lambda)PythonRest ApisSQLTableauUipathVBA
2 Days Ago
Hybrid
Charlotte, NC, USA
56K-85K Annually
Junior
56K-85K Annually
Junior
Fintech • Financial Services
The Client Outreach Retention Consultant engages with clients to address their financial needs, resolve inquiries, and facilitate fund transfers, while promoting the organization's investment options. They work closely with the National Contact Center and participate in outreach efforts to retain clients at risk of leaving. Training is provided on TIAA's products, and the role transitions from hourly to salaried post-training.
Top Skills: Tiaa Products/Services Acumen
2 Days Ago
Hybrid
Dallas, TX, USA
100K-150K Annually
Mid level
100K-150K Annually
Mid level
Fintech • Financial Services
The role involves project management and development of email campaigns using Salesforce Marketing Cloud, focusing on optimizing marketing automation processes. Responsibilities include collaborating with business partners, monitoring campaign metrics, and supporting technology teams in platform implementation.
Top Skills: Salesforce Marketing Cloud
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