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Reposted One Month AgoSaved
In-Office
New York, NY, USA
195K-275K Annually
Senior level
195K-275K Annually
Senior level
Fintech • Financial Services
Lead the architecture, development, delivery, and production support of high-performance electronic trading systems. Partner with traders, desk heads, product teams, and technology stakeholders to translate complex requirements into scalable solutions. Mentor developers, establish engineering standards, drive Agile delivery, manage technical trade-offs, and ensure production stability, risk controls, and maintainability. Remain hands-on with architecture, coding, code reviews, troubleshooting, and responsible use of AI-assisted engineering tools.
Top Skills: AgileAi-Assisted Development ToolsDistributed SystemsHigh-Performance SystemsLow-Latency Systems
Reposted One Month AgoSaved
In-Office
Morristown, NJ, USA
75K-125K Annually
Expert/Leader
75K-125K Annually
Expert/Leader
Fintech • Financial Services
Leads client service and business operations for Financial Advisor and Private Wealth Advisor teams. Responsibilities include developing service models, coordinating client communications, preparing reports and financial plans, improving team efficiency, overseeing support professionals, supporting hiring and performance management, tracking business plans, and executing firm initiatives. The role requires strong leadership, financial services knowledge, organizational ability, client service skills, and active securities licenses.
Top Skills: ExcelMS Office
Reposted One Month AgoSaved
In-Office
Farmington Hills, MI, USA
Entry level
Entry level
Fintech • Financial Services
Provide high-touch client service and administrative support to Financial Advisors/Private Wealth Advisors. Handle money movement requests, account inquiries, data entry, meeting logistics, digital tool enrollment, and prepare client materials while maintaining policies and participating in firm initiatives.
Top Skills: EauthorizationEsignExcelMsonlineOutlookPowerPointWordZoom
Reposted One Month AgoSaved
In-Office
Dallas, TX, USA
126K-187K Annually
Senior level
126K-187K Annually
Senior level
Fintech • Financial Services
Oversee non-financial, operational, and compliance risk for U.S. bank consumer lending and deposits businesses. Partner with business units and control groups across three lines of defense, lead risk assessments, monitoring reviews, new product due diligence, scenario analysis, and regulatory challenge activities. Develop metrics, policies, training, reporting, and executive presentations while coordinating governance and risk-management deliverables.
Top Skills: ClaudeExcelMicrosoft CopilotMS OfficePowerPointWord
Reposted One Month AgoSaved
In-Office
Wilkes-Barre, PA, USA
Entry level
Entry level
Fintech • Financial Services
Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include handling account inquiries and money movement, preparing client documentation and meeting materials, supporting digital tool enrollment, managing calendars and travel logistics, processing expenses, assisting with research and data entry, and supporting client relationship and marketing activities. Requires strong organization, interpersonal, writing, Microsoft Office, and client service skills.
Top Skills: EauthorizationEsignExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMsonlineZoom
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Reposted One Month AgoSaved
In-Office
West Conshohocken, PA, USA
Senior level
Senior level
Fintech • Financial Services
Directs portfolio accounting operations for global private equity investments, including transaction monitoring, reconciliations, valuations, management fees, carried interest, capital activity, compliance reporting, and NAV sign-off. Oversees third-party service providers, supports complex investment structures, maintains accounting systems, validates financial statements, and partners with investment teams on capital calls, distributions, and portfolio management activities.
Top Skills: General Ledger SystemsInvestran
Reposted One Month AgoSaved
In-Office
Atlanta, GA, USA
Junior
Junior
Fintech • Financial Services
Provide high-touch client service and support Financial Advisors/Private Wealth Advisors by executing transactions, answering account questions, onboarding and maintaining accounts, enrolling clients in digital tools, preparing client meeting materials, assisting with data entry and marketing tasks, and handling administrative duties (calls, calendar, travel, expense reports, filing).
Top Skills: EauthorizationEsignExcelMsonlineOutlookPowerPointWordZoom
Reposted One Month AgoSaved
In-Office
New York, NY, USA
90K-115K Annually
Mid level
90K-115K Annually
Mid level
Fintech • Financial Services
Supports global Recovery and Resolution Planning financial models within Corporate Treasury. Responsibilities include model development and implementation, data issue resolution, regulatory submissions, governance presentations, resiliency and resolvability analysis, senior management inquiries, and strategic remediation initiatives. The role collaborates with Finance, subject matter experts, governance committees, regulators, and multiple lines of defense while ensuring compliance with financial risk and regulatory standards.
Top Skills: ExcelMS OfficePower BIPowerPointTableau
Reposted One Month AgoSaved
In-Office
Seattle, WA, USA
70K-140K Annually
Mid level
70K-140K Annually
Mid level
Fintech • Financial Services
Supports client account maintenance and terminations, coordinates responses to client requests, assists with team initiatives, liaises with internal and external contacts, maintains policy knowledge, provides portfolio analyses, and supports client relationship coverage. The role requires financial services experience, investment product knowledge, strong communication, organization, problem-solving, attention to detail, and proficiency with Microsoft Office and internal software.
Top Skills: MS Office
Reposted One Month AgoSaved
In-Office
Sandy, UT, USA
Junior
Junior
Fintech • Financial Services
Handles inbound client inquiries about brokerage accounts, money movement, account updates, and trade requests. Provides customer service, resolves issues, educates clients about financial products, identifies sales opportunities, follows compliance procedures, and collaborates with internal teams. Morgan Stanley provides training for Series 7 and Series 63 licensing in a hybrid work environment.
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