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Recently posted jobs
Fintech
Plan, launch, and manage paid media campaigns across search, social, display, and video. Use AI-driven tools and analytics to optimize targeting, measure performance, and report insights. Collaborate with internal teams and agencies, ensure regulatory compliance, assist with budgeting, timelines, and influencer initiatives, and contribute creative ideas to improve campaign results.
Fintech
Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate teams of banking, trust, and investment professionals, provide expert wealth management counsel, handle complex relationship issues, and ensure compliance with NMLS registration and related background/credit requirements.
Fintech
Manage retention and growth of medium to large high-net-worth client relationships. Build and lead a team of banking, trust, and investment professionals to deliver comprehensive wealth solutions. Provide expert counsel on complex wealth management issues, drive business development, and coordinate cross-functional service for clients. Must maintain required regulatory registrations and clear background/credit checks.
Fintech
Partner with Relationship Managers to underwrite and manage commercial credit portfolios, grow revenue by closing and expanding client relationships, manage credit risk, respond to credit inquiries, support sales calls, and identify customer needs.
Fintech
Serve as the investment planning and product lead on a Wealth Management Team. Advise affluent clients on goals-based planning, construct tailored portfolios using AMG or open-architecture solutions, coordinate trust administration and insurance, present investment strategies, conduct research and due diligence, and drive relationship management and new business development.
Fintech
Manage retention and growth of medium to large high-net-worth client relationships. Build and lead cross-functional teams (banking, trust, investments) to address complex wealth needs. Provide expert financial counsel, drive business development, and ensure regulatory compliance (including NMLS registration).
Fintech
Provide primary client support for Treasury Management customers and assist Treasury Management Sales Consultants with revenue-generating activities. Analyze customer needs and pricing, prepare RFP/proposal content, collect and monitor deal data, identify revenue opportunities, and provide product and operations feedback. May accompany sales on client calls.
Fintech
Senior relationship manager responsible for prospecting, expanding and advising a portfolio of gaming clients across credit, capital markets and corporate products, ensuring credit quality and capital commitments while collaborating with internal partners and evaluating financing alternatives.
Fintech
Lead pricing strategy and portfolio management for liquidity solutions: design pricing, drive channel alignment, implement pricing technology, measure performance, and influence cross-functional stakeholders to optimize revenue and customer outcomes.
Fintech
Manage and grow a nationwide portfolio of corporate, commercial, and municipal clients through virtual relationship building, solution-based selling, end-to-end deal management, pricing and negotiations, account monitoring, and collaboration with product partners. Drive revenue, client retention, and compliance while supporting day-to-day client service and executing relationship plans.
Fintech
Provide consultative sales and financial solutions to small businesses ($500K–$2.5M revenue). Perform outside prospecting, deepen client relationships, open and service accounts, meet revenue targets, and collaborate with branch partners and referral teams.
Fintech
Manage individual and trust account assets and investment relationships to meet client objectives and firm growth targets. Solicit, develop, manage, and retain Private Wealth Management clients while presenting investment strategies, making independent decisions, and focusing on account retention and net portfolio growth.
12 Hours AgoSaved
Fintech
Manage a portfolio of corporate banking credit relationships for education and non-profit clients. Underwrite credit exposure, grow and retain business, manage credit risk, support sales efforts, and respond to client credit questions.
Fintech
Manage and grow a nationwide portfolio of corporate, commercial, and municipal clients via virtual relationship management. Drive revenue through solution-based selling, end-to-end deal management, pricing, negotiations, relationship planning, performance monitoring, and ensuring regulatory compliance and client service.
Fintech
Lead and execute supervisory and compliance activities for assigned regions, ensuring adherence to FINRA/SEC/MSRB/OCC and internal policies. Conduct transaction and correspondence reviews, annual OSJ exams and ASeRs, document findings, recommend corrective actions, and coordinate training and continuing education for registered representatives. Serve as liaison to internal departments, support special projects, and uphold AML, BSA, information security, and ethics requirements.
Fintech
Lead pre-approval reviews and trade compliance for complex wealth management products, ensuring adherence to FINRA, MSRB, OCC, and internal policies. Provide trade analysis, reporting, training, and escalation for suspicious activity and regulatory issues. Partner with market leaders and field supervision on audits, new product introductions, and policy enforcement.
Fintech
Support retail, small business, affluent and business banking clients with FX transactions, payment investigations, onboarding, platform configuration, and sales support. Prepare marketing materials, coordinate ISDA/legal/credit approvals, liaise between front office and operations, and assist senior marketers with client coverage and product development.
12 Hours AgoSaved
Fintech
Manage a portfolio of corporate banking credit relationships for education and non-profit clients. Underwrite credit exposures, manage credit risk, close and expand customer relationships, support relationship managers on sales calls, and provide customer credit responses and service.
Fintech
Lead underwriting and credit risk assessment for Media & Telecom commercial loans. Manage and mentor an underwriting team, approve complex loans, perform financial and cash-flow analysis, develop industry-specific underwriting standards, monitor portfolio performance, ensure regulatory compliance, and present credit recommendations to senior management.
Fintech
Lead integration of digital asset and real-time money movement products with core banking, payments rails, ledgers, and financial reporting. Ensure auditable flows, operational readiness, and alignment with risk, compliance, and governance. Coordinate cross-functional stakeholders to enable product approvals, operating models, and scalable bank-grade operations.
