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Top Jobs in Finance
Fintech • Software • Financial Services
Manage high-level client relationships, support investment processes, ensure successful outcomes for clients, and collaborate cross-functionally to improve service delivery.
Top Skills:
Crm ProgramsMS Office
Fintech • Software • Financial Services
The Corporate Strategy VP leads strategic initiatives, conducts market analysis, and drives M&A opportunities to shape CAIS' growth and impact.
Top Skills:
Microsoft Suite
Fintech • Software • Financial Services
The Senior Vice President will lead the Broker Dealer Home Office Services team, focusing on client relationship management, team performance and operational excellence.
Top Skills:
Crm PlatformsMS Office
Fintech • Software • Financial Services
The Senior Associate will support fund operations by managing workflows for investment vehicles, liaising with stakeholders, and optimizing processes. Responsibilities include monitoring portfolios, coordinating events, and enhancing reporting frameworks.
Top Skills:
BackstopExcelIbor SystemsMS OfficePortfolio Management Systems
Fintech • Software • Financial Services
The role involves expanding client relationships in structured notes, generating new business, maintaining existing accounts, and educating advisors.
Top Skills:
MS OfficeSalesforce
Fintech • Software • Financial Services
The Senior Associate will manage high-level client relationships, ensure successful outcomes, and enhance service delivery while driving client success in alternative investments.
Top Skills:
Crm ProgramsMS Office
Fintech • Software • Financial Services
Manage high-level client relationships within alternative investments, ensuring successful transactions and improving processes through collaboration and technology.
Top Skills:
CRMMS Office
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