Lead Fintech Wealth Manager

Job SummaryWe are seeking an experienced leader to join our team as Director of Wealth Channel Development.The ideal candidate will have a strong track record of client management and/or capital raising in the private markets, as well as the ability to effectively communicate an investment strategy to prospective investors.The successful candidate will...

At Oppenheimer & Co. Inc., we are seeking a highly motivated Wealth Management Associate to join our Private Client Division in Bellevue.About the RoleThis is an exceptional opportunity to launch your career in wealth management and work with a leading middle-market investment bank. As a Wealth Management Associate, you will support Financial Advisors in...

Citizens Private Bank is looking for a skilled Wealth Management Professional to manage the financial well-being of ultra-high net worth (UHNW) clients. As a key member of our team, you will work closely with internal teams to deliver exceptional wealth management services.This role requires a strong ability to understand client financial objectives, risk...

We are looking for a highly skilled Wealth Management Support Analyst to join our team at Citizens Private Bank. The successful candidate will provide technical expertise and support to the Wealth Management division, ensuring the smooth operation of our core banking platform.The analyst will be responsible for gathering and adapting information for business...

About the RoleAs a Wealth Management Specialist, you will provide clients with a full range of investment and insurance solutions. You will work closely with a senior Financial Professional and utilize current school district 403(b) and 457 payroll slots to acquire new clients.The ideal candidate will have 2-4 years of financial sales experience, a...

Job DescriptionAs a Wealth Management Representative with Northwestern Mutual, you will be responsible for building and maintaining relationships with clients to help them achieve their financial goals. You will work closely with clients to understand their needs and develop personalized plans to help them succeed.The estimated salary for this role is...

About CitizensCitizens is a leading financial institution dedicated to delivering exceptional wealth management services to its clients. With a strong presence in key growth markets, we are committed to building long-term relationships with our clients and providing tailored solutions to meet their unique needs.

Are you a seasoned wealth advisor looking to make a meaningful impact in the finance industry? Do you have a passion for delivering exceptional client experiences and helping individuals achieve their long-term financial goals?About the RoleWe are seeking an experienced Wealth Advisor to join our team at Charles Schwab, where you will play a key role in...

About the RoleThe Technical Implementation Manager will be responsible for implementing real-time integrations, building out test and production environments, jobs, and file specs.This role requires experience in student financial services, front and backend configuration of complex systems, SaaS-based integrations, and fintech.We estimate the salary range...

Job OverviewCandex, a rapidly growing private global B2B fintech company, is revolutionizing the way businesses engage and pay their suppliers. Our SaaS Platform and accompanying services transform the buying experience for large corporations worldwide.We serve companies in the Global 2,000, including some of the world's biggest corporations. With over $85M...

About the RoleMass Inc is currently seeking a highly skilled IT Security Manager to oversee the Division of Banks’ IT and Cybersecurity examinations of Massachusetts state-chartered banks and credit unions, as well as non-depository licensees.Key ResponsibilitiesManage supervisory activities associated with information technology (IT) risks and cyber...

Job DescriptionWealth Recruitment, LLC is seeking a skilled and compassionate Phlebotomist to join our team in the laboratory. This role plays a critical part in patient care by expertly performing venipunctures and other specimen collections, ensuring the quality and accuracy of samples, and supporting the smooth operation of our lab. This position involves...

Role OverviewCandex is a rapidly growing private global B2B fintech company on a mission to revolutionize the way businesses transact.We serve companies in the Global 2000 and our existing clients include some of the world's biggest corporations. We've raised over $85M from leading investors including Goldman Sachs, JP Morgan, American Express, Altos, Craft,...

Job DescriptionCandex, a rapidly growing private global B2B fintech company, is seeking an experienced Event Experience Manager to elevate its brand and enhance customer engagement through impactful events. This role offers a unique opportunity to revolutionize the way businesses engage and pay their suppliers.About the CompanyCandex has raised over $85M...

Achieve Success as a Senior Salesforce ArchitectWe are a dynamic and rapidly growing FinTech company that provides working capital to small businesses in North America. With a focus on innovation, we deliver cutting-edge financial services with speed, accuracy, and automation.The ideal candidate will lead the design, implementation, and maintenance of...

Job OverviewFlywire is a global payments enablement and software company, delivering high-stakes, high-value payments across the global education, healthcare, travel, and B2B industries. We're seeking an experienced Technical Implementation Manager to join our dynamic team.The Technical Implementation Manager will engage with a larger Flywire project team...

Job OverviewWe are a dynamic and growing FinTech company that has been providing working capital to small businesses in North America for over a decade.Salary and BenefitsCompetitive base salary: $200,000 - $230,000 per year. Full benefits, including Medical, Dental, Vision, Generous PTO, vacation, sick, and holidays, Life Insurance coverage, and 401K.Job...

OverviewInvoiceCloud is a pioneering fintech company revolutionizing the electronic bill presentment and payment (EBPP) space. As a leading disruptor, we help institutions prioritize customer experience, driving engagement, loyalty, and efficiency while reducing churn and missed payments.

About Dynamo Software:We are a dynamic technology company with a growing presence in the FinTech industry. Our product has helped over 1,000 clients manage over $10 trillion in assets. As a result, we are seeking an experienced Cross-Functional Customer Support Manager to join our team. This individual will be responsible for overseeing and managing the...

About Boston Trust Walden CompanyBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. With approximately $15 billion in client assets under management, the company has established itself as a trusted partner for high-net-worth individuals and...