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Fintech • Payments • Financial Services
As a Private Wealth Business Development Officer, you will acquire new clients through business development strategies, build relationships, collaborate with a team, and deliver specialized wealth solutions tailored to client needs.
Fintech • Payments • Financial Services
Develop and mature data security frameworks, standards, and controls; assess data security risk and compliance; provide technical advisory across cloud, analytics, DSPM, Databricks, and Azure; collaborate with stakeholders to improve data protection posture and control maturity.
Fintech • Payments • Financial Services
Leads risk-based internal audits across private wealth management, including investments, advisory services, trust companies, registered investment advisors, and personal banking. Oversees complex audit engagements, evaluates risks and controls, prepares reports, advises management, and provides strategic risk insight. Builds stakeholder relationships, supports regulatory compliance, and coaches audit professionals while maintaining high standards of accuracy, rigor, and credibility.
Fintech • Payments • Financial Services
Support the Multi-Manager Investment Program by conducting qualitative and quantitative manager due diligence, preparing research and analytical reports, monitoring performance, supporting Relationship Managers, creating educational/marketing materials, and coordinating with operations, compliance, and legal to ensure effective implementation of investment strategies.
Fintech • Payments • Financial Services
The Alternatives Client Portfolio Manager drives client relationships, facilitates alternative investment strategies, and collaborates with teams to align investment decisions with client goals.
Fintech • Payments • Financial Services
The Sr. Analyst, Fund Administration oversees fund valuations, pricing, audit support, and tax compliance, and trains junior analysts while ensuring operational controls and efficient processes.