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4 Days Ago
Brooklyn, OH, USA
Mid level
Mid level
Fintech
The HR Program Manager leads HR projects to automate processes and enhance employee experiences, utilizing project management and data insights.
Top Skills: Data AnalysisProject Management Techniques
Reposted 4 Days Ago
4 Locations
Entry level
Entry level
Fintech
The Private Client Advisor will provide investment services to Mass Affluent clients, focusing on financial wellness and comprehensive planning. They will grow and manage client relationships, engage with branch teams for referrals, and lead financial conversations to maximize investment opportunities and achieve sales targets.
4 Days Ago
Seattle, WA, USA
Junior
Junior
Fintech
The Financial Wellness Associate supports clients' financial wellness by servicing clients, building relationships, and recommending financial solutions while ensuring compliance with banking procedures.
Top Skills: Digital TechnologyMobile AppsPc With Windows Based ApplicationsWeb-Based Browsing
5 Days Ago
2 Locations
107K-122K Annually
Mid level
107K-122K Annually
Mid level
Fintech
The Cash Management Advisor partners with Business Banking Relationship Managers to acquire and manage business clients with cash management needs, focusing on strategic consultation and relationship growth.
Top Skills: None Specified
Reposted 5 Days Ago
Superior, CO, USA
80K-130K Annually
Senior level
80K-130K Annually
Senior level
Fintech
The role manages loan facilities in Specialty Finance Lending, including risk monitoring, loan administration, and customer service, while collaborating with internal and external teams for operational activities.
Top Skills: Excel
5 Days Ago
Shelbyville, IN, USA
Entry level
Entry level
Fintech
The Financial Wellness Associate supports clients by enhancing relationships, resolving issues, recommending financial wellness solutions, and achieving sales goals, primarily through client interactions.
Top Skills: Digital TechnologyMobile AppsWeb-Based BrowsingWindows Based Applications
5 Days Ago
7 Locations
Mid level
Mid level
Fintech
The Private Client Advisor focuses on growing relationships with clients who have investable assets, providing investment solutions, and collaborating with branch teams to enhance client financial wellness.
Top Skills: Finra License S63Finra License S65Finra License S66Finra License S7
5 Days Ago
6 Locations
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor will provide investment services and financial planning to Mass Affluent clients, focusing on client relationships, sales goals, and collaborative teamwork to enhance financial well-being.
5 Days Ago
Devon, PA, USA
Entry level
Entry level
Fintech
The Financial Wellness Associate serves clients by delivering financial services, identifying client needs, and building relationships to enhance financial wellness.
Top Skills: Digital TechnologyMobile AppsPc With Windows Based ApplicationsWeb-Based Browsing
5 Days Ago
Cleveland, OH, USA
Mid level
Mid level
Fintech
The Lead Finance Analyst provides financial reporting and analysis, assists in decision-making for executive leadership, and ensures regulatory compliance. Responsibilities include generating reports, conducting financial analysis, and collaborating with various departments for effective financial management.
Top Skills: CognosMicrosoft Office SuiteTableauWorkday
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