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Reposted YesterdaySaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
Provide front-line technical support to customers, troubleshoot issues, assist with software installations, and manage customer inquiries in a contact center environment.
Top Skills: Business ApplicationsComputer HardwareComputer SoftwareMobile DevicesNetworkingOperating SystemsSecurity Products
YesterdaySaved
In-Office
Annapolis, MD, USA
31K-77K Annually
Junior
31K-77K Annually
Junior
Financial Services
The Financial Advisor Trainee will learn client development, investment management, and compliance while providing sound financial advice under mentorship.
Top Skills: Client Relationship Manager SystemFinancial Planning Software
YesterdaySaved
In-Office
Holland, MI, USA
Senior level
Senior level
Financial Services
The role provides advanced support to financial advisors, ensures client satisfaction, manages tasks, and utilizes CRM software for effective client interactions.
Top Skills: Client Relationship Management (Crm) SoftwareExcel
YesterdaySaved
Remote
Illinois, USA
130K-160K Annually
Senior level
130K-160K Annually
Senior level
Financial Services
The Director of HR Project Management leads complex HR initiatives, oversees project and business management functions, and ensures effective operational governance and financial management.
Top Skills: Accounts PayableAudit CoordinationBudget OversightContract ManagementProject ManagementRisk Management
YesterdaySaved
In-Office
St. Petersburg, FL, USA
Junior
Junior
Financial Services
The Analyst will support the Enterprise Risk Management function by coordinating meetings, managing reporting, and assisting in risk tool development, while building relationships with stakeholders and providing insights on risk management.
Top Skills: AdobeMs Office Suite
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Reposted YesterdaySaved
In-Office
St. Petersburg, FL, USA
Junior
Junior
Financial Services
The Marketing Coordinator will support marketing efforts, manage projects, assist clients, perform basic marketing research, and coordinate materials production.
Top Skills: DatabaseGraphicsInternet Reference Service ApplicationsSpreadsheetWord Processing
Reposted YesterdaySaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
The Vice President, Wealth Management Technology leads technology strategy and architecture for wealth management platforms, prioritizing modernization and enhancing advisor experiences.
Top Skills: Ai-Enabled Sdlc PracticesAPIsAutomationCloud AdoptionDevelopmentService-Based ArchitecturesTestingUi Modernization
Reposted YesterdaySaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
Lead the evolution of a Wealth Management platform by managing a software engineering team, driving AI-enabled development, and establishing best practices.
Top Skills: AngularAWSAzureGCPJavaOracleReact
Reposted YesterdaySaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
The RPA Developer is responsible for designing, developing, and maintaining automation solutions using UiPath, ensuring quality and scalability while collaborating with stakeholders and managing project timelines.
Top Skills: APIsGitJenkinsJSONSplunkUipath
2 Days AgoSaved
In-Office
Philadelphia, PA, USA
Junior
Junior
Financial Services
The Client Portfolio Analyst supports the Client Portfolio Management team by managing client portfolios, data entry in Excel, and compliance requirements. The role requires excellent organization, communication, and familiarity with investment processes.
Top Skills: ExcelSalesforce
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