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Reposted 5 Days AgoSaved
In-Office
3 Locations
85K-154K Annually
Mid level
85K-154K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves managing CyberArk Privileged Access Management, overseeing credential management, leading projects, and ensuring system reliability and compliance.
Top Skills: Active DirectoryAPIsAWSAzureBashCyberarkDatabasesGCPLdapLinuxPowershellPythonSiem ToolsUnixWindows
Reposted 7 Days AgoSaved
In-Office
Richmond, CA, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor, you will obtain necessary licenses, manage client relationships, and provide financial solutions while working towards advancement opportunities within Bank of America.
Top Skills: Securities Industry EssentialsSeries 66Series 7
Reposted 7 Days AgoSaved
In-Office
San Francisco, CA, USA
157K-230K Annually
Senior level
157K-230K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Principal Engineer will lead the engineering approach for Stablecoin solutions, ensuring high-quality development and delivery of complex features and technology. Responsibilities include overseeing design, managing technical standards, and collaborating across multiple teams to achieve business outcomes.
Top Skills: AutomationBlockchainCi/CdDigital AssetsSoftware Engineering
9 Days AgoSaved
In-Office
Walnut Creek, CA, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves providing client service support to financial advisors, ensuring client needs are met and operational excellence is maintained. Responsibilities include educating clients on services, maintaining relationships, and supporting team activities.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
Reposted 10 Days AgoSaved
In-Office
San Francisco, CA, USA
207K-300K Annually
Senior level
207K-300K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Wealth Strategist collaborates with UHNW individuals and families to develop wealth transfer strategies, enhance client relationships, and assist Merrill Advisors in implementing customized financial planning.
Top Skills: Brentmark Estate Planning ToolsMicrosoft Office Suite
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Reposted 10 Days AgoSaved
In-Office
Walnut Creek, CA, USA
100K-275K Annually
Senior level
100K-275K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Advisor II role focuses on acquiring and managing client relationships, driving business development, and providing tailored financial solutions. Key responsibilities include client management, leveraging resources for clients' wealth strategies, and leading a team in meeting client needs.
Reposted 10 Days AgoSaved
In-Office
Richmond, CA, USA
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Advisor II role involves acquiring and managing client relationships, driving business development, and providing tailored financial solutions. Responsibilities include leading client management processes and collaborating with internal teams to deliver a comprehensive client experience.
Reposted 10 Days AgoSaved
In-Office
Richmond, CA, USA
Mid level
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Solutions Advisor provides customized financial advice to clients, reviews financial goals, builds plans, and recommends investment products while managing client relationships and internal referrals.
Top Skills: Brokerage ProductsCustomer Relationship Management SoftwareFinancial PlanningInvestment StrategiesRisk Management
Reposted 10 Days AgoSaved
In-Office
Mill Valley, CA, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves providing client service support to Financial Advisors by managing client relationships, ensuring operational excellence, and delivering banking solutions tailored to client needs.
Reposted 10 Days AgoSaved
In-Office
San Francisco, CA, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide client service support to multiple Financial Advisors, ensuring accuracy in client materials, addressing service needs, and maintaining client relationships.
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