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Reposted 5 Hours AgoSaved
In-Office
8 Locations
108K-134K Annually
Mid level
108K-134K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Treasury Product Sales Manager focuses on lead generation and sales of payment solutions, managing client relationships and providing product demonstrations.
Top Skills: MS Office
Reposted 7 Days AgoSaved
In-Office
91 Locations
48K-100K Annually
Senior level
48K-100K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Seeking an Experienced Financial Advisor with over 5 years in the field, capable of delivering comprehensive wealth management strategies and maintaining strong client relationships.
Top Skills: Finra Series 66Finra Series 7
Reposted 7 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The GWIM Credit Product Specialist develops strategies for delivering credit opportunities to wealth management clients, focusing on relationship building, financial analysis, and loan structuring.
Top Skills: Credit SolutionsFinancial AnalysisFinancial ForecastingLoan StructuringPortfolio Management
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8 Days AgoSaved
In-Office
11 Locations
42-55
Senior level
42-55
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Senior Paralegal provides legal guidance, drafts documents, researches laws, and collaborates with attorneys and clients on legal matters.
Top Skills: Legal SoftwareMicrosoft Suite
9 Days AgoSaved
In-Office
Pasadena, CA, USA
115K-155K Annually
Senior level
115K-155K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for managing and leading the service delivery model for Merrill's Wealth Management, overseeing staff, compliance, and client service excellence.
Top Skills: Series 10Series 3Series 31Series 63Series 65Series 66Series 7Series 9Sie
Reposted 9 Days AgoSaved
In-Office
Anaheim, CA, USA
24-27
Entry level
24-27
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Client Services Representative II resolves client requests through calls, chats, or emails, ensuring accuracy and delivering great client experiences in a contact center setting.
18 Days AgoSaved
In-Office
Los Angeles, CA, USA
25-37
Entry level
25-37
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role supports multiple Financial Advisors by providing client service, ensuring operational excellence, customizing solutions, and maintaining client relationships.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
21 Days AgoSaved
In-Office
Los Angeles, CA, USA
110K-215K Annually
Senior level
110K-215K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Manager II role focuses on expanding client relationships, advising on financial needs, and managing a client team to deliver a high-quality experience.
22 Days AgoSaved
In-Office
Pasadena, CA, USA
115K-155K Annually
Senior level
115K-155K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Market Supervision Manager oversees compliance and business functions for Merrill Wealth Management, supporting Financial Advisors and minimizing risk. Responsibilities include monitoring activity, coaching advisors, and ensuring adherence to regulations.
Top Skills: Series 10Series 3Series 31Series 63Series 65Series 66Series 7Series 9Sie
Reposted 23 Days AgoSaved
In-Office
Los Angeles, CA, USA
115K-155K Annually
Senior level
115K-155K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Wealth Client Relationship Manager oversees client service delivery, manages Client Associates, ensures regulatory compliance, and drives client satisfaction initiatives within Merrill's wealth management framework.
Top Skills: Investment ProductsMerrill Products & ServicesRegulatory Compliance
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