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Reposted 10 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech • Financial Services
Serve on a Financial Advisor/Private Wealth team to develop and maintain client relationships, assess client circumstances, recommend investment strategies, deliver presentations, and ensure compliance with industry rules. Collaborate with advisors to provide tailored wealth management and financial planning services.
Reposted 10 Days AgoSaved
In-Office
Middleton, WI, USA
Senior level
Senior level
Fintech • Financial Services
Provide senior-level client service and operational support to Financial Advisors and Private Wealth Advisors. Build trusted client relationships, assist with meetings, digital marketing, reports, financial planning tools, transactions, and research. Support business development, execute administrative marketing tasks, and participate in firm initiatives and special projects.
Top Skills: ExcelMS OfficeMs Online
Reposted 10 Days AgoSaved
In-Office
3 Locations
115K-225K Annually
Senior level
115K-225K Annually
Senior level
Fintech • Financial Services
Lead Business Analyst partners with business and technology to define and deliver asset-management solutions. Responsibilities include requirements elicitation, workflows, user stories, data mappings, prototyping (including AI), facilitating workshops, supporting UAT, backlog prioritization, and driving cross-functional alignment for production readiness and adoption.
Top Skills: AIExcelFigmaLucidPythonSQLTableauVisio
Reposted 11 Days AgoSaved
In-Office
West Des Moines, IA, USA
Junior
Junior
Fintech • Financial Services
Wealth Management Analysts support Financial Advisors by providing client service, assisting in financial planning, business development, and conducting research to enhance client relationships.
Top Skills: Financial Services ProductsExcelMS Office
Reposted 11 Days AgoSaved
In-Office
Alpharetta, GA, USA
152K-152K Annually
Senior level
152K-152K Annually
Senior level
Fintech • Financial Services
Lead design and development of software products and infrastructure for large-scale distributed systems. Gather requirements with business stakeholders, implement features and databases, produce technical documentation, perform code reviews, resolve production issues, and communicate solutions with global teams across the SDLC.
Top Skills: ActivemqAgileApache Http ServerApache TomcatC++C++ Standard Template Library (Stl)Client-Server NetworkingDb2GitJavaJenkinsJIRAKafkaLinuxMicroservicesOraclePerlPythonRabbitMQRest Web ServicesSoap Web ServicesSpring FrameworkSQLSybaseUnix
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Reposted 11 Days AgoSaved
In-Office
Boston, MA, USA
80K-115K Annually
Mid level
80K-115K Annually
Mid level
Fintech • Financial Services
This role involves overseeing pricing operations, monitoring risk indicators, and ensuring compliance with valuation policies while collaborating with internal teams and external service providers.
Top Skills: Blackrock Aladdin
Reposted 11 Days AgoSaved
In-Office
Harrison, NY, USA
110K-190K Annually
Senior level
110K-190K Annually
Senior level
Fintech • Financial Services
The digital product manager will lead the client experience for Morgan Stanley's online and mobile platforms, managing product features, backlog, and strategic projects while collaborating with various stakeholders to enhance digital solutions and user experience.
Top Skills: AgileFinancial TechnologyMobile TechnologiesScrumUi/UxWeb Technologies
Reposted 11 Days AgoSaved
In-Office
4 Locations
70K-115K Annually
Mid level
70K-115K Annually
Mid level
Fintech • Financial Services
The Client Relationship Specialist maintains client relationships, onboard new clients, manage inquiries, and ensure robust client service in investment processes.
Top Skills: ExcelMicrosoft Office (WordOutlookPowerpoint)
Reposted 11 Days AgoSaved
In-Office
2 Locations
120K-160K Annually
Senior level
120K-160K Annually
Senior level
Fintech • Financial Services
Oversees branch-level risk, supervisory, and compliance functions; enforces firm and regulatory policies; coaches staff; coordinates with Legal, Compliance, and HR; supports audits and remediation; manages client suitability and people risk; assists onboarding and training; escalates significant issues to Senior Risk Officer and regional teams.
Reposted 11 Days AgoSaved
In-Office
New York, NY, USA
150K-210K Annually
Senior level
150K-210K Annually
Senior level
Fintech • Financial Services
Lead product manager responsible for AI and automation tracking, building data products, setting data governance frameworks, and delivering insights to improve investment decisions.
Top Skills: AIAnalyticsAutomationBiData GovernanceData Strategy
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