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YesterdaySaved
In-Office
New York, NY, USA
Junior
Junior
Fintech • Software • Financial Services
The Associate Wealth Advisor supports high-net-worth clients by managing onboarding processes, client inquiries, and identifying business opportunities while ensuring a positive client experience.
Top Skills: IbsPershingSalesforce
5 Days AgoSaved
In-Office
New York, NY, USA
Junior
Junior
Fintech • Software • Financial Services
Monitor advisor activities for regulatory compliance, conduct supervisory reviews, partner with compliance, approve accounts, and manage risk. Ensure adherence to policies and regulations.
Top Skills: AmlFinra RegulationsKycSec Rules
6 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Software • Financial Services
The Credit Risk Analyst is responsible for monitoring client portfolios, validating financial reports, underwriting transactions, and reporting credit risks.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
Reposted 9 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The role involves implementing and customizing Actimize solutions, developing requirements, performing data analysis, and supporting application design and maintenance for AML, OFAC, and Fraud-related projects, requiring collaboration with technology teams and business stakeholders.
Top Skills: ActimizeAisCddControl-MCtrData IntegrationJ2EeJavaPythonSamSQL
Reposted 11 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Manage law firm relationships and serve as liaison. Oversee e-billing and EDRM phases. Monitor budget, develop processes, and maintain documents. Provide notary services as needed.
Top Skills: LegaltrackerLexisnexisMicrosoft Office SuiteWestlaw
Reposted 11 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The Sr Private Wealth Advisor manages client relationships, develops networks for referrals, delivers investment solutions, and ensures compliance with regulations. Requires strong financial expertise and experience in financial advisory services.
Top Skills: Finra Series 66Finra Series 7Health InsuranceLife InsuranceVariable Products
25 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Software • Financial Services
The Zelle Operations Specialist is responsible for resolving discrepancies in processing, reconciling accounts, conducting research, and handling inquiries related to Zelle transactions while ensuring excellent customer service.
Top Skills: CompassFiservIpsSpcTrecs
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