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26 Days AgoSaved
In-Office or Remote
6 Locations
Senior level
Senior level
Financial Services
Leads operational diagnostics and process improvement initiatives from assessment through implementation, stabilization, and value realization. Redesigns workflows, eliminates inefficiencies, develops performance measures, and partners with business, technology, and AI teams to prepare processes for automation and agentic operations. Applies Lean Six Sigma, consulting, change management, and data-informed problem solving to improve productivity, quality, customer experience, capacity, risk, and sustainable business outcomes.
Top Skills: Agentic OperationsArtificial IntelligenceAutomationDigital TransformationLean Six SigmaWorkflow Transformation
27 Days AgoSaved
In-Office
Dresher, PA, USA
Junior
Junior
Financial Services
Supports daily trade operations for retirement savings plans, including processing trade files and manual trades, resolving trade rejects and assertions, researching fees, verifying broker registrations, processing corporate actions and plan-level requests, assisting with rebalances, performing quality-control checks, and responding to trade support inquiries. The role also supports departmental projects, risk workshops, and confidential data protection.
Top Skills: FundservExcelMicrosoft WordNscc
Reposted 29 Days AgoSaved
In-Office
Dresher, PA, USA
Junior
Junior
Financial Services
Prepares recurring financial reporting, investigates expense variances, supports annual budgeting and forecasting, develops profitability studies, and performs financial modeling and analysis. The role also assists with board reporting and other finance projects while managing multiple priorities and protecting confidential data.
Top Skills: Cognos Tm1Microsoft AccessExcelMicrosoft PowerpointMicrosoft Word
One Month AgoSaved
In-Office
Lexington, KY, USA
Entry level
Entry level
Financial Services
Researches equities, sectors, bonds, and mutual funds; evaluates investment opportunities; monitors fundamentals, valuations, earnings, and market news; makes buy, hold, and sell recommendations; supports asset allocation and capital market forecasts; executes trades and rebalancing; performs performance and attribution analysis; prepares investment reports; interviews investment firms; and presents findings to senior staff and clients.
Top Skills: BloombergFactsetExcelMorningstar DirectMorningstar OfficeTamarac
One Month AgoSaved
In-Office
Kansas City, MO, USA
Junior
Junior
Financial Services
Processes incoming mail and financial vouchers for 529 college savings plans. Responsibilities include sorting, preparing, scanning, archiving, retrieving, and processing account documents; transmitting checks through remote deposit software; meeting productivity and quality standards; protecting confidential data; resolving issues; and providing client service in a fast-paced team environment.
Top Skills: Document Capture And Storage ApplicationsProprietary SystemsRemote Check Deposit Software
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Reposted One Month AgoSaved
In-Office or Remote
9 Locations
170K-220K Annually
Senior level
170K-220K Annually
Senior level
Financial Services
Leads and develops a cross-functional software engineering team delivering and operating an enterprise AI platform. Responsibilities include coaching engineers, improving software development, testing, DevOps, support, reliability, observability, and delivery practices; partnering with product, architecture, AI, and business leaders; hiring and developing talent; and occasionally contributing hands-on to coding, debugging, automation, technical spikes, and code reviews.
Top Skills: AzureAzure Ai FoundryAzure DevopsAzure Log AnalyticsCi/CdLangfuseLlmNew RelicOpentelemetryPlaywrightPythonRagSalesforce
One Month AgoSaved
In-Office or Remote
6 Locations
Entry level
Entry level
Financial Services
Handles recurring financial operations, including RIA and TPA fee processing, payment distribution, database maintenance, revenue allocation, fee equalization, invoicing, journal entries, reconciliations, commission payments, reporting, and quality control. The role resolves advisor and third-party inquiries, coordinates custom reporting, supports system tickets, and manages multiple concurrent priorities while maintaining compliance and service quality.
Top Skills: Microsoft AccessExcelMicrosoft PowerpointMicrosoft Word
One Month AgoSaved
In-Office or Remote
4 Locations
Entry level
Entry level
Financial Services
Provides ERISA and retirement-plan correction consulting for clients, including IRS and DOL guidance interpretation, Excel calculations, correction packet preparation, technical research, regulatory analysis, and written materials. The role also delivers training, reviews plan documents and forms, supports fee-for-service engagements, updates policies and procedures, participates in special projects, and maintains knowledge of retirement-plan regulations, products, and correction processes.
Top Skills: ArkArtificial IntelligenceAutomationAxisExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft TeamsMicrosoft WordSalesforce
One Month AgoSaved
In-Office or Remote
4 Locations
Mid level
Mid level
Financial Services
Develop, test, document, and maintain software applications using sound architecture and engineering practices. Collaborate with Scrum teams, developers, quality engineers, operations, and support engineers to deliver reliable solutions. Participate in estimation, planning, design discussions, continuous integration and deployment, automation, testing, refactoring, and process improvement. The role requires strong object-oriented design, algorithms, web technologies, REST services, legacy code, and experience with multiple programming languages and technology platforms.
Top Skills: AgileApacheCC#C++Ci/CdHTTPJavaJavaScriptJqueryKnockout.JsMicrosoft Sql ServerMySQLNginxPythonRedisRestService-Oriented ArchitectureSybaseTest-Driven Development
2 Months AgoSaved
In-Office or Remote
2 Locations
250K-325K Annually
Expert/Leader
250K-325K Annually
Expert/Leader
Financial Services
Leads Ascensus Retirement’s institutional and strategic partner business, owning partner-channel growth, retention, profitability, P&L, client satisfaction, and new partner acquisition. Develops strategic partner plans, executive relationships, sales enablement models, pipeline discipline, and cross-solution expansion opportunities. Oversees relationship management talent, budgets, compliance, client risk mitigation, and performance scorecards while coordinating product, marketing, operations, technology, finance, and sales teams.
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