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Fintech • Financial Services
As a Software Engineering Intern, you will contribute to software application development, participate in coding and testing, solve problems, and engage in learning opportunities in a supportive environment while documenting your work.
Fintech • Financial Services
The Legal & Compliance Intern will assist with legal projects, compliance policies, and gain experience in the wealth management sector while enhancing communication and analytical skills.
Fintech • Financial Services
Manage administrative duties in a busy office, including reception, scheduling, and support for meetings, while ensuring an organized environment.
Fintech • Financial Services
The Transfer Coordinator manages the execution of asset transfers, resolves issues with advisors and firms, and enhances advisor satisfaction.
Fintech • Financial Services
The Technical Lead will design, develop, and maintain applications, collaborate with teams, mentor members, and engage in Agile methodologies.
Fintech • Financial Services
The Director of Product at AssetMark will manage product lines within the technology ecosystem, shaping strategic direction and ensuring alignment with growth objectives. Responsibilities include collaborating with cross-functional teams, conducting market research, developing product roadmaps, and advocating for user experience. The role requires strong technical acumen and leadership skills to drive product success and mentor product managers.
Fintech • Financial Services
The Director of Experience Events will lead event marketing communication, team development, and budget oversight, driving strategy and enhancing stakeholder satisfaction.
Fintech • Financial Services
The Director of Digital Technology will lead technology initiatives and strategy within a financial institution, driving digital transformation and overseeing application development and delivery.
Fintech • Financial Services
Provides expert financial planning and tax advice to high net worth clients, develops comprehensive financial plans, and collaborates with advisors to achieve client goals.
Fintech • Financial Services
Provide expert financial planning services and advice to advisors & clients, focusing on HNW individuals. Develop comprehensive financial plans covering various aspects like retirement and estate planning.
Fintech • Financial Services
As an Executive Assistant, you'll support the COO with calendar management, travel arrangements, document preparation, and coordination of executive tasks in a fast-paced office environment.
Fintech • Financial Services
This internship will support the sales team by managing campaigns, creating reports, providing advisor support, and administrative tasks.
Fintech • Financial Services
The Platform Revenue Analyst will manage fee billing processes, perform reconciliations, oversee billing transactions, implement fee agreements, and enhance billing procedures while ensuring accurate revenue collection and analysis.
Fintech • Financial Services
The Premier Elite Relationship Manager provides customer service support to financial advisors, ensuring effective use of the AssetMark platform and generating advisor loyalty. Responsibilities include resolving inquiries, collaborating with internal teams, and promoting client satisfaction.
Fintech • Financial Services
The Client Reporting Intern will assist in developing .NET applications, ensuring code quality, and presenting project outcomes, contributing to team deliverables.
Fintech • Financial Services
The Director of Data Mapping oversees data quality and application across the organization, ensuring accuracy and efficient project execution through comprehensive data mapping and documentation. They manage multiple stakeholders and drive initiatives related to data quality and governance.
Fintech • Financial Services
As a Software Engineering Lead, you will develop and maintain applications, lead a team, and integrate with third-party systems using Azure and .Net technologies.
Fintech • Financial Services
As a Sales Consultant, you will support Investment Advisors by identifying needs, driving product sales, and nurturing relationships while utilizing Salesforce.
Fintech • Financial Services
The Transfer Team Intern will tackle business problems, drive solutions, improve processes, communicate with stakeholders, and present project outcomes.
Fintech • Financial Services
The New Business Intern will support operations within Wealth Management, improve processes, and communicate solutions with key stakeholders.