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10 Days AgoSaved
In-Office
Milwaukee, WI, USA
Internship
Internship
Fintech
Year-round QA Automation Engineer intern supporting automated regression testing, manual release testing, test scenario design, reusable test components, defect documentation, and test-result analysis. The intern will use Playwright and TypeScript in an agile environment, participate in requirement reviews and defect triage, and gain exposure to CI/CD, risk-based testing, test-data management, and financial-services workflows. The role is hybrid in Milwaukee, requiring full-time summer and part-time academic-semester availability.
Top Skills: APIsAzure DevopsCi/CdGitJavaScriptPlaywrightSQLTypescript
10 Days AgoSaved
In-Office
Greensburg, PA, USA
Internship
Internship
Fintech
Supports Financial Advisors with research, report review, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, paperwork, and branch marketing initiatives. The full-time summer internship is based in the Greensburg, Pennsylvania office and provides mentorship, networking, professional development, and practical private wealth management experience.
Reposted 10 Days AgoSaved
In-Office
Cleveland, OH, USA
22-29 Hourly
Junior
22-29 Hourly
Junior
Fintech
Provide client service and operational support to financial advisors: coordinate onboarding, maintain CRM, handle communications and transactions, prepare account paperwork and proposals, support events and social media, and ensure regulatory compliance. Pursue required securities licensure.
Top Skills: CRMLinkedInExcelMicrosoft PowerpointMicrosoft WordTwitter
11 Days AgoSaved
In-Office
Wexford, PA, USA
Junior
Junior
Fintech
Provides client service and operational support to Financial Advisors by coordinating onboarding, account opening, paperwork, communications, CRM maintenance, transactions, reporting, client meetings, seminars, and events. The role also supports regulatory compliance, reviews investment opportunities, handles client inquiries, and helps improve team effectiveness. Requires financial services licensing or willingness to obtain SIE, Series 7, and Series 63/65 or Series 66 licenses within 18 months.
Top Skills: Crm SystemsLinkedInExcelMicrosoft PowerpointMicrosoft WordX
11 Days AgoSaved
In-Office
Milwaukee, WI, USA
Internship
Internship
Fintech
Supports business transformation initiatives by documenting and analyzing operational processes, identifying improvement and automation opportunities, developing future-state workflows, analyzing data, and supporting project implementation. The intern will collaborate with Operations, technology, and business teams; track milestones and risks; create dashboards, documentation, training materials, and status updates; and explore responsible applications of emerging technologies, including AI.
Top Skills: AgileLeanMS OfficePower BISix SigmaTableauVisio
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11 Days AgoSaved
In-Office
Asheville, NC, USA
Junior
Junior
Fintech
Supports Financial Advisors by coordinating client onboarding, preparing account paperwork, maintaining CRM records, handling communications and transactions, organizing client events, and monitoring investment opportunities. The role provides operational and administrative support for client accounts while ensuring regulatory adherence and delivering high-quality service. Required licensing includes the SIE, Series 7, and Series 66 exams within 18 months of hire.
Top Skills: Ai-Enabled ToolsCrm SystemsExcelLinkedInMS OfficePowerPointWord
12 Days AgoSaved
In-Office
Milwaukee, WI, USA
87K-121K Annually
Senior level
87K-121K Annually
Senior level
Fintech
Design, develop, configure, integrate, deploy, and maintain Salesforce solutions for Capital Markets. Responsibilities include Apex, Lightning Web Components, integrations, CI/CD, security, data quality, automation, reports, dashboards, metadata, managed packages, troubleshooting, documentation, and platform optimization. The role partners with business stakeholders, architects, developers, and data teams to translate requirements into reliable solutions and support Salesforce releases, enhancements, and production operations.
Top Skills: ApexAppexchangeAsp.NetAura ComponentsCi/CdETLExternal ServicesFinancial Services CloudGitJavaScriptKanbanLightning Web ComponentsMicrosoft C#MulesoftPlatform EventsRest ApisSales CloudSalesforceSalesforce DxSoap ApisSOQLVisualforceWeb Api
12 Days AgoSaved
In-Office
New York, NY, USA
Entry level
Entry level
Fintech
One-week onsite shadow experience preceding a full-time summer internship. Participants observe institutional equity sales associates and traders, learn about U.S. equity markets, research products, sales and trading systems, and sales and principal trading desks. Candidates must be enrolled in a business-related undergraduate or graduate program and demonstrate interest in equity capital markets, analytical and sales abilities, interpersonal skills, and strong work ethic.
12 Days AgoSaved
In-Office
Milwaukee, WI, USA
Entry level
Entry level
Fintech
One-week onsite shadow experience exposing students to institutional equity sales, trading, research products, U.S. equity markets, sales trading, and principal trading desks. Participants shadow experienced sales associates and traders and learn about sell-side operations. Applicants must be enrolled in an undergraduate or graduate Business-related program, interested in equity capital markets, and possess analytical, sales, interpersonal, and teamwork skills.
Top Skills: Equity Research ProductsPrincipal Trading SystemsSales Trading SystemsU.S. Equity Markets
12 Days AgoSaved
In-Office
Milwaukee, WI, USA
Mid level
Mid level
Fintech
Provide expert support for Baird Online to financial advisors, client specialists, and clients. Troubleshoot and resolve technology issues, manage tickets and service-level expectations, escalate incidents, document solutions, identify trends, support product enhancements, improve procedures, and train new service desk team members.
Top Skills: Baird OnlineKnowledge Management SystemTicketing System
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