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Recently posted jobs
Fintech • Financial Services
Client Relationship Analysts support Financial Advisors by providing exceptional client service, assisting with account transactions, and managing administrative tasks.
Fintech • Financial Services
Manage equity portfolios, optimizing tax efficiency, measuring performance, managing risk, and responding to client analysis requests while collaborating across teams.
Fintech • Financial Services
Support a high net worth sales team, providing consultative assistance, technical and sales support, and driving AUM growth, while coordinating problem resolution and facilitating account management.
Fintech • Financial Services
The Principal Program Manager leads high-visibility programs and projects, coordinates with business and technology teams, and drives delivery of strategic objectives aligned with corporate goals.
Fintech • Financial Services
The Research Associate will support senior analysts in investment idea generation and monitoring, conduct due diligence, and develop financial models.
Fintech • Financial Services
The Market Manager drives revenue and profits across branches, manages compliance, leads recruitment, and builds cohesive teams while ensuring superior client service.
Fintech • Financial Services
The Internal Sales Associate supports the Regional Director, maintains sales relationships with brokers, and initiates contact to promote company products.
Fintech • Financial Services
The Wealth Management Associate supports Financial Advisors by providing client service, enhancing client relationships, managing portfolios, and executing marketing strategies. Their role involves personal client interactions, reports preparation, and facilitating operational support.
Fintech • Financial Services
The Operations Analyst role involves trade settlement, portfolio reconciliation, and corporate actions. It supports operational processes and emphasizes detail orientation, problem-solving, and process improvement.
Fintech • Financial Services
The Operations Analyst role supports client operational processes like onboarding, billing, and account maintenance, while ensuring efficiency and accuracy in financial operations.
Fintech • Financial Services
The National Risk Officer oversees risk, compliance, and supervisory functions, ensuring adherence to regulations and providing guidance to Financial Advisors.
Fintech • Financial Services
Support the sales team for high net worth clients by conducting analyses, onboarding new clients, maintaining CRM, and assisting with inquiries.
Fintech • Financial Services
The Transaction Counsel will provide legal support for investments in emerging markets, analyze documentation, negotiate terms, and work collaboratively with investment teams.
Fintech • Financial Services
Wealth Management Associates provide client support, enhance relationships for Financial Advisors, assist with marketing strategies, and conduct client meetings while ensuring a high-quality service experience.
Fintech • Financial Services
The Director of Business Strategy/Relationship Manager manages client relationships, supports Financial Advisors, and develops business strategies to enhance service delivery and client satisfaction.
Fintech • Financial Services
Leads business strategy for Financial Advisors (FAs), cultivates client relationships, supports service models, and develops execution plans for business goals.
Fintech • Financial Services
The VP, Private Markets Attorney will advise on private markets transactions, fund formation, compliance, and corporate governance, guiding fundraising and marketing efforts.
Fintech • Financial Services
Provide legal coverage to MSIM Solutions and Multi-Assets businesses, advise on regulatory obligations, contracts, and support business initiatives.
Fintech • Financial Services
Advise on MSIM's registered equity and fixed income funds, assist in structuring products, review documents, negotiate agreements, and monitor regulatory developments.
5 Days AgoSaved
Fintech • Financial Services
This role manages institutional client billing operations, ensuring accuracy in fee calculations, oversight of reporting, and implementation of training programs while leading a team.
