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Reposted 9 Days AgoSaved
In-Office
50K-62K Annually
Junior
50K-62K Annually
Junior
Fintech
The Private Client Advisor focuses on Mass Affluent clients, providing investment services and comprehensive financial plans while expanding client relationships and driving sales.
Top Skills: Accident/Health InsuranceFinraFinra License S63Finra License S66Finra License S7Life InsuranceSecurity Industry Essentials (Sie)Variable Insurance
Reposted 9 Days AgoSaved
In-Office
New York, NY, USA
71K-122K Annually
Junior
71K-122K Annually
Junior
Fintech
The Commercial Associate supports the sales and credit functions by creating pitch materials, managing loan processes, and conducting client due diligence.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordNcinoSalesforce
Reposted YesterdaySaved
Remote
United States
63K-96K Annually
Mid level
63K-96K Annually
Mid level
Fintech
The Analyst, Payments Risk- Shadow Risk Monitoring conducts merchant onboarding, risk reviews, and oversight of merchant risk monitoring while communicating with internal teams and clients.
Top Skills: AperiaMS Office
Reposted 3 Days AgoSaved
Remote
United States
96K-181K Annually
Senior level
96K-181K Annually
Senior level
Fintech
Sr. Payments Advisors partner with Relationship Managers to drive efficiencies in payments, manage client relationships, and acquire new clients through consultative sales.
Top Skills: A/R And A/P AutomationErpExpense ManagementSalesforceTax Automation
Reposted 3 Days AgoSaved
Remote
United States
80K-150K Annually
Junior
80K-150K Annually
Junior
Fintech
The Associate Relationship Manager supports senior bankers by managing client relationships, conducting credit analysis, and preparing proposals for commercial banking needs.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordNcinoSalesforce
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Reposted 6 Days AgoSaved
Remote
United States
69K-105K Annually
Junior
69K-105K Annually
Junior
Fintech
The Senior Auditor will coordinate risk reviews, perform control tests, and interact with business personnel while documenting findings and reporting deliverables.
Reposted 9 Days AgoSaved
Remote
United States
128K-268K Annually
Senior level
128K-268K Annually
Senior level
Fintech
The Senior Relationship Manager oversees business development and relationship management for agribusiness clients, driving financial performance and collaborating with product partners to meet client needs.
Top Skills: Customer Relationship Management Systems
Reposted 10 Days AgoSaved
Remote
United States
71K-125K Annually
Senior level
71K-125K Annually
Senior level
Fintech
The Sr. Analyst performs merchant onboarding and ongoing risk monitoring, oversees client operations, analyzes risk, and communicates decisions.
Top Skills: AperiaMicrosoft Office Suite (ExcelPowerpoint)Word
Reposted 12 Days AgoSaved
Remote
United States
80K-150K Annually
Mid level
80K-150K Annually
Mid level
Fintech
The Senior Audit Strategist develops audit strategies, leads complex audits, manages staff, ensures regulatory compliance, and communicates findings to senior management.
Top Skills: Accounting PrinciplesAudit StrategiesInternal Controls
13 Days AgoSaved
Remote
United States
128K-268K Annually
Senior level
128K-268K Annually
Senior level
Fintech
The Senior Relationship Manager serves as the primary contact for commercial clients, leading business development, managing client relationships, and ensuring profitable growth by providing tailored banking solutions.
Top Skills: Commercial Banking Products And ServicesCustomer Relationship Management Systems
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