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2 Days AgoSaved
In-Office
Boca Raton, FL, USA
Senior level
Senior level
Financial Services
The Senior Financial Planning Consultant manages client portfolios, conducts financial analyses, designs comprehensive financial plans, and provides guidance on various financial and risk management issues.
Top Skills: Financial Planning SoftwarePortfolio Management Software
2 Days AgoSaved
Remote
Florida, USA
Senior level
Senior level
Financial Services
The role involves managing legal matters in Fixed Income Capital Markets, providing counsel, drafting agreements, overseeing outside counsel, and advising senior management on corporate actions.
Top Skills: Legal Case Management SoftwareMS Office
2 Days AgoSaved
In-Office
Southfield, MI, USA
Junior
Junior
Financial Services
The role involves processing banking transactions, following procedures, preparing documents, and ensuring compliance with policies related to Mutual Fund Reconciliation.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
Reposted 2 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Financial Services
Manage client assets by developing portfolio strategies, performing stock analysis, resolving trade errors, and providing technical support for trading activities.
Top Skills: Business Correspondence SoftwareFinancial Tracking SystemsSpreadsheetsTrading Platforms
Reposted 2 Days AgoSaved
In-Office
New York, NY, USA
100K-100K Annually
Mid level
100K-100K Annually
Mid level
Financial Services
The role involves financial analysis, developing business proposals, valuations, managing NPV analysis, and supporting strategic decision-making.
Top Skills: AccountingData AnalysisFinancial ModelingForecastingValuations
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Reposted 2 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Expert/Leader
Expert/Leader
Financial Services
The Director leads a team in measuring and analyzing associate experience data, ensuring it is actionable and scientifically valid. Responsibilities include survey design, advanced analytics, and strategic advising to senior leaders to improve employee experience.
Top Skills: PerceptyxPrismQualtricsSpssTableau
Reposted 2 Days AgoSaved
In-Office
Clearwater, FL, USA
Junior
Junior
Financial Services
The Client Relationship Manager maintains and strengthens client relationships, manages onboarding, conducts reviews, and ensures compliance while providing high-level customer service.
Top Skills: Client Relationship Management SoftwareExcelFinancial Planning SoftwareMS Office
Reposted 2 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
The Analyst will monitor transactions for suspicious activity, conduct research, document findings, ensure compliance with AML regulations, and mentor peers. Requires extensive analysis and problem-solving skills in a fast-paced environment.
Top Skills: Aml RegulationsCase Management SystemsKyc PoliciesUsa Patriot Act
Reposted 2 Days AgoSaved
In-Office
Memphis, TN, USA
Mid level
Mid level
Financial Services
The Supervisor, Operations oversees AMS UMA Trading Operations, managing a team, driving productivity, ensuring compliance, and collaborating across departments.
Top Skills: Asset ManagementTrading Operations
Reposted 2 Days AgoSaved
In-Office
Pittsburgh, PA, USA
Mid level
Mid level
Financial Services
The Business Analyst will understand business problems, define outcomes, translate needs into requirements, and support solution validation. Responsibilities include partnering with stakeholders, analyzing systems requirements, documentation, and managing multiple projects.
Top Skills: Business Analysis Tools
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