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Reposted 2 Days AgoSaved
In-Office or Remote
2 Locations
145K-185K Annually
Senior level
145K-185K Annually
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Wealth Strategist develops and analyzes advanced estate, tax, and legacy planning strategies for high net worth clients, collaborates with advisors, and contributes to educational content.
Top Skills: Emoney Financial Planning Software
Reposted 3 Days AgoSaved
In-Office
3 Locations
Junior
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Investment Assistant II supports Financial Advisors by managing client relations, onboarding new accounts, coordinating appointments, and maintaining operational accuracy, while complying with industry regulations.
Top Skills: MS OfficeSalesforce
Reposted 4 Days AgoSaved
In-Office or Remote
2 Locations
34-38 Hourly
Junior
34-38 Hourly
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Support Middle Market Banking team with credit file management, financial reporting, and compliance tasks, while coordinating with various teams and systems.
Top Skills: AfsContent ManagerExcelMoody'S Credit AnalystPowerPointSalesforceWord
Reposted 5 Days AgoSaved
In-Office or Remote
2 Locations
Senior level
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Lead first-line risk identification, measurement, and mitigation efforts. Partner with business and Compliance to assess controls, drive remediation, support governance, analyze data for risk insights, oversee investigations, and guide pilot programs and risk strategies.
Top Skills: Grc Platforms
Reposted 7 Days AgoSaved
In-Office
2 Locations
140K-150K Annually
Senior level
140K-150K Annually
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Strategic HR Business Partner who advises senior leaders on workforce strategy, talent planning, organizational design, change management, and employee engagement. Uses data and HR technology to inform pay, performance, and succession decisions while ensuring regulatory compliance in a financial services environment.
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Reposted 11 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Lead and develop a team of Private Client Relationship Managers to acquire and retain affluent clients, while driving sales performance and fostering industry relationships.
Top Skills: FinraSeries 24Series 63Series 65Series 66Series 7
Reposted 11 Days AgoSaved
In-Office or Remote
2 Locations
190K-220K Annually
Senior level
190K-220K Annually
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Lead a team of data scientists to develop marketing mix and attribution models, providing insights on marketing performance and optimizing investments across products and channels.
Top Skills: GamsPyoptPythonSQL
Reposted 11 Days AgoSaved
In-Office or Remote
2 Locations
160K-190K Annually
Senior level
160K-190K Annually
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Principal Data Scientist will optimize marketing investments through advanced decision support systems, collaborating with multiple business stakeholders, and leading the development of analytics frameworks.
Top Skills: ConoptCplexGamsPyomoPythonScipScipy
Reposted 11 Days AgoSaved
In-Office or Remote
2 Locations
Mid level
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Relationship Manager builds and maintains relationships with affluent clients, supports financial goals, and collaborates with financial advisors to enhance client experiences and grow assets.
Top Skills: Salesforce CRM
Reposted 18 Days AgoSaved
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Financial Advisor develops tailored wealth management strategies, enhances client relationships, and promotes financial services to meet client goals.
Top Skills: Insurance Health LicenseInsurance Life LicenseInsurance Variable LicenseSeries 63Series 65Series 66Series 7
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