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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide high-level, confidential administrative support to senior management: manage calendars, schedule meetings, coordinate domestic and international travel and visas, process expense reports, communicate with executives and clients, prepare presentations, support conference logistics, and provide backup to other office assistants.
Top Skills:
Calendar Management ToolsExpense Reporting SystemsExcelMicrosoft PowerpointMicrosoft WordOutlookTravel Booking SystemsWeb-Based Internal Systems
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Advisor II is responsible for acquiring new clients, enhancing client relationships, and managing client interactions while ensuring service delivery and client retention. The role requires extensive financial services experience and aims at providing tailored financial solutions to high-net-worth clients.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive financial advice, customize solutions for clients, triage leads, build financial plans, and recommend brokerage products while adhering to regulatory requirements.
Top Skills:
Brokerage ProductsFinancial Planning SoftwareInvestmentsSeries 66Series 7
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Lead AI product strategy and delivery for Global Payment Solutions, prioritizing high-value GenAI use cases (RAG, prompts, agentic workflows). Drive adoption, governance, ROI measurement, cross-functional execution, and embed AI into treasury, sales, billing, and operational workflows to improve revenue, productivity, risk controls, and client experience.
Top Skills:
Agentic WorkflowsAgileApplication DevelopmentArtificial IntelligenceData VisualizationDevOpsGenaiMachine LearningPrompt EngineeringRag
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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Produce financial models and publish company and sector research on emerging markets corporate credit. Maintain industry databases, engage issuers and investor clients, collaborate with trading and EM teams, and support conferences and thematic cross-asset research.
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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer to internal specialists, mitigate risk, and coach referral partners. Complete required licenses and trainings; may require SAFE Act registration for mortgage origination.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Support Restaurants equity research by building complex financial and valuation models, analyzing industry/company data, writing reports and initiations, responding to clients, cultivating industry contacts, and contributing to thematic research.
Top Skills:
ExcelMs Word
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Lead commercialization and growth for the global payments product suite. Develop cross-sell plays, go-to-market frameworks, target lists, pitch materials, and sales training. Monitor market and regulatory trends, manage pipeline and KPIs, coordinate with global stakeholders, and translate product capabilities into client value to accelerate payments revenue.
Top Skills:
AchAgileCross-Border PaymentsDigital AssetsFxRtpWires
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide expert-level credit advisory and underwriting for healthcare and not-for-profit commercial clients. Structure loans and tax-exempt financings, manage portfolio credit processes, negotiate documentation, lead credit/risk approvals, build client relationships, and mentor associates while collaborating with relationship managers and product teams.
Reposted One Month AgoSaved
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Support senior analyst in equity research for IT hardware and technology supply chain. Perform financial modeling and valuation, write industry and company reports, conduct market and expert interviews, respond to client inquiries, attend conferences, and develop investment ideas by analyzing market trends and macro themes.
Top Skills:
Excel
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