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3 Days Ago
Cleveland, OH, USA
Mid level
Mid level
Fintech
The Private Client Advisor will manage investment services for Mass Affluent clients, fostering relationships and providing comprehensive financial wellness plans.
Top Skills: Finra License S63Finra License S66Finra License S7Money Management Systems
Reposted 3 Days Ago
Remote
United States
130K-140K Annually
Senior level
130K-140K Annually
Senior level
Fintech
The Quant Analytics Manager leads the development and validation of complex predictive models, providing business solutions through statistical and advanced mathematical techniques while managing projects and coaching others.
Top Skills: Advanced Microsoft Office SuiteCloud-Based ComputingDistributed ComputingNoSQLPythonRSASSQL
3 Days Ago
Monroe, Chicago, IL, USA
60K-70K Annually
Senior level
60K-70K Annually
Senior level
Fintech
Provide executive administrative support by managing calendars, travel arrangements, expense reports, and HR-related tasks. Requires excellent communication and organizational skills.
Top Skills: CwtExcelMicrosoft TeamsOutlookPowerPointSalesforceWordWorkday
3 Days Ago
2 Locations
Junior
Junior
Fintech
The Client Administrator assists Relationship Managers by managing client accounts, processing transactions, and ensuring compliance with legal requirements. Responsibilities include client interactions, reporting preparation, and improving service delivery.
Top Skills: ExcelPower Kofax PdfPowerPointWord
3 Days Ago
Cleveland, OH, USA
Senior level
Senior level
Fintech
The Sr Sales Representative in FX is responsible for driving foreign exchange sales, managing relationships, and providing consultative solutions to clients while mentoring junior staff and ensuring compliance with company policies.
Top Skills: BloombergMicrosoft Office SuiteReutersSalesforce
3 Days Ago
Albany, NY, USA
Entry level
Entry level
Fintech
Financial Wellness Associates support clients in achieving financial wellness through relationship building and financial guidance, handling transactions and resolving issues.
Top Skills: Bank Transaction ProcessingDigital TechnologyMobileWeb-Based BrowsingWindows Based Applications
4 Days Ago
Remote
United States
185K-250K Annually
Senior level
185K-250K Annually
Senior level
Fintech
The Senior Relationship Manager functions as a financial advisor for agribusiness clients, focusing on business development, risk management, and portfolio management to drive revenue and manage complex client needs.
4 Days Ago
Cleveland, OH, USA
Entry level
Entry level
Fintech
The Marketing Analytics Associate role involves using data analysis to support business strategies, engage with leadership, and develop analytical insights to drive business growth.
Top Skills: ExcelPythonSASSQL
4 Days Ago
Estacada, OR, USA
Junior
Junior
Fintech
The Financial Wellness Associate helps clients with financial wellness through relationship building, transaction processing, and effective communication, while adhering to compliance procedures.
Top Skills: Digital TechnologyMobile AppsWeb-Based BrowsingWindows Based Applications
4 Days Ago
Livonia, MI, USA
Junior
Junior
Fintech
The Financial Wellness Consultant helps clients improve their financial health by providing personalized solutions, managing accounts, and driving client acquisition through proactive communication and relationship building.
Top Skills: AppsMobilePcWeb-Based BrowsingWindows Applications
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