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Reposted 14 Hours AgoSaved
In-Office
Milwaukee, WI, USA
Mid level
Mid level
Fintech
The AI Enablement Lead will prototype and deliver AI solutions in Institutional Equities, improve workflows, drive adoption, and lead strategic initiatives with collaboration in a hands-on, results-oriented environment.
Top Skills: Agent-Based Ai FrameworksChatgptClaudeCopilot StudioEnterprise Ai ToolsGenerative AiM365 Copilot
18 Hours AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech
The Commissions Data Analyst processes and analyzes commission data, ensuring accuracy in advisor compensation, while collaborating with various internal teams to resolve issues and improve workflows.
Top Skills: SQL
Reposted 18 Hours AgoSaved
In-Office
Evansville, IN, USA
Junior
Junior
Fintech
As a Client Specialist, you'll provide client service and support to Financial Advisors by coordinating onboarding, managing communications, and assisting with account operations and events.
Top Skills: ExcelMicrosoft Office Suite (WordPowerpoint)
Reposted 18 Hours AgoSaved
In-Office
Milwaukee, WI, USA
Expert/Leader
Expert/Leader
Fintech
The Business Consulting Project Manager will manage relationships and projects at executive levels, ensuring successful project outcomes and effective communication. Responsibilities include project delivery, business consulting, risk management, and leveraging analytical skills to drive outcomes while maintaining client-focused priorities.
Top Skills: ExcelMicrosoft PowerpointMicrosoft ProjectMicrosoft SharepointMicrosoft VisioMicrosoft WordPower PivotPower QueryPower BISql Server Management Studio
YesterdaySaved
In-Office
Milwaukee, WI, USA
5-5 Annually
Senior level
5-5 Annually
Senior level
Fintech
The Quality Assurance Analyst will work with cross-functional teams to design test strategies, execute tests, manage defects, and ensure quality in a hybrid IT environment.
Top Skills: .NetAPIsAzureCi/CdJavaScriptMicrosoft 365MulesoftSalesforceSnowflakeSQL
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YesterdaySaved
In-Office
Wexford, PA, USA
Junior
Junior
Fintech
The Client Specialist is responsible for coordinating client onboarding, managing communication, supporting account operations, and organizing client events for Financial Advisors at Baird.
Top Skills: Client Relationship Management (Crm) SystemsExcelMicrosoft Office (WordPowerpoint)
YesterdaySaved
In-Office
Louisville, KY, USA
Junior
Junior
Fintech
As a Client Specialist, you will coordinate client onboarding, manage communication, support operations, and enhance advisor effectiveness in wealth management.
Top Skills: MS Office
YesterdaySaved
In-Office
Bowling Green, KY, USA
Junior
Junior
Fintech
The Client Specialist will support Financial Advisors by managing client onboarding, communications, account operations, and organizing events. Responsibilities include maintaining the CRM system, ensuring compliance with regulatory policies, and enhancing business effectiveness for Financial Advisors.
Top Skills: CRMMS Office
Reposted YesterdaySaved
In-Office
Milwaukee, WI, USA
Mid level
Mid level
Fintech
Consult with Financial Advisor teams to enhance technology usage for growth and client satisfaction. Provide training and support across branches in the Midwest.
Top Skills: No Specific Technologies Mentioned
Reposted 2 Days AgoSaved
In-Office
Milwaukee, WI, USA
110K-125K Annually
Junior
110K-125K Annually
Junior
Fintech
The role involves providing analytical support for public offerings and financing transactions, contributing to business development, and collaborating with investment banking teams using AI tools and data visualization software.
Top Skills: Ai ToolsAuxiPower BIRogoTableau
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