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5 Days AgoSaved
In-Office
St. Petersburg, FL, USA
3-6 Annually
Senior level
3-6 Annually
Senior level
Financial Services
Support communications strategy for Risk Management and AML departments by producing multi-channel communications, managing editorial calendars, and optimizing outcomes through metrics. Engage with senior leaders and handle complex projects independently, ensuring stakeholder communication and alignment.
Top Skills: EloquaExcelMicrosoft PowerpointMicrosoft WordSharepointSitecore
5 Days AgoSaved
Remote
5 Locations
100K-130K Annually
Mid level
100K-130K Annually
Mid level
Financial Services
The Director of Business Development will manage customer relationships and drive sales revenue within a designated territory of financial advisors and retirement specialists. Responsibilities include building long-term partnerships, delivering presentations, and achieving sales goals through effective territory management.
Top Skills: Salesforce
5 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
The Senior Analyst in Strategy & Change Management leads risk management projects, collaborates with stakeholders, prepares reports, and analyzes risk trends to support enterprise change initiatives.
Top Skills: ExcelPowerPointQlikTableau
5 Days AgoSaved
In-Office
The Woodlands, TX, USA
Junior
Junior
Financial Services
Trainee will learn financial advisory skills, including client relationship management, sales, investment advice, and compliance, while developing a book of business.
Top Skills: Client Relationship Management Software
5 Days AgoSaved
In-Office
Boston, MA, USA
36K-95K Annually
Mid level
36K-95K Annually
Mid level
Financial Services
Develop client pipelines for financial advisors through prospecting and networking, execute business development strategies, and support marketing efforts. Establish relationships with clients, analyze sales trends, and participate in various sales functions.
Top Skills: Crm SoftwareMS Office
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Reposted 5 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Financial Services
The Lead Engineer will design, implement, and support full stack applications in a hybrid work environment, focusing on financial services solutions and collaborating with various stakeholders across SDLC stages.
Top Skills: .Net Core.Net Framework.Net Mvc.Net Web ApiAngularC#Cicd ToolsControl-MJavaQueue/Messaging FrameworkService-Based IntegrationsServicenowSQL ServerSsisSsrs
Reposted 5 Days AgoSaved
In-Office
Devon, PA, USA
Mid level
Mid level
Financial Services
Partner with Financial Advisors to analyze client portfolios, design tailored financial and retirement plans, recommend risk management and estate strategies, prepare presentations, monitor client situations, handle client communications, and ensure compliance with firm and regulatory policies.
Reposted 5 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
The Encompass Application Administrator supports technology users by creating business requirements, configuring vendor applications, validating test cases, and collaborating across teams.
Top Skills: Bmc Job SchedulingEncompass 360 Banker EditionIisMS OfficeMicrosoft Team Foundation Server (Tfs)Service NowSftpSoapSQLXML
Reposted 5 Days AgoSaved
In-Office
Fenton, MI, USA
Junior
Junior
Financial Services
The Financial Advisor Trainee learns to develop a client base, manage client relationships, and provide financial advice while completing training and obtaining necessary licenses.
Top Skills: Client Relationship Management Software
Reposted 5 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
Develop new relationships and grow existing ones while leading strategy to capture new revenues. Collaborate with leadership, sales, and marketing teams to support initiatives and grow RJIM's assets.
Top Skills: Crm SoftwareMicrosoft Office Suite
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