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Found 53 jobs

FMR LLC
Paralegal/ Legal Product Manager
FMR LLC
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Financial Services
Investment Management
Mutual Funds
United StatesNorth Carolina – Office
Full-time
Mid-level
Paralegal
H1B Visa Sponsor
UK Visa Sponsor
Join Fidelity’s Legal Department as a paralegal supporting Litigation, Regulatory, and Employment attorneys on matters including litigation, arbitration, and regulatory inquiries. You will handle matter intake, research, discovery support, document organization, and collaborate with business partners to support legal needs.
Microsoft Excel
Microsoft Office
document management systems
+1 more
Addepar
Manager, Field Marketing Lead
Addepar
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Financial Services
Software
Wealth Management
United StatesNew York, New York – Office
$106k - $165k
Full-time
Leadership
Field Service Engineer
H1B Visa Sponsor
Lead a team of three to build and execute Addepar's global events strategy, including the annual AddeConf, regional activations, and executive programs. Own event performance measurement, budget management, cross-functional alignment, and travel to key events.
$106k - $165k
SFDC
Marketo
On24
Desjardins Securities Inc.
Control, Risk and Compliance Analyst
Desjardins Securities Inc.
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Financial Services
Investment Banking
Brokerage
CanadaService Signature Beauce-Appalaches-Etchemins – Hybrid
Full-time
Mid-level
Analyst
Provide internal control, risk and compliance oversight for distribution of savings and investment products and perform operational risk management tasks. Serve as senior compliance officer, prepare reports, monitor controls and ensure regulatory and policy compliance.
United Overseas Bank Limited
Assistant VP / Vice President, Omni-Channel Agile, AVP, VP, Omni-Channel Agile Team, Affluent Client Group, Private Wealth
United Overseas Bank Limited
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Banking
Financial Services
Investment Banking
SingaporeCentral Region (City Area) – Remote
Full-time
Mid-level
Business Operations
H1B Visa Sponsor
UK Visa Sponsor
Lead omni-channel business transformation and branch service optimisation across UOB's branch network, using agile methods to improve customer experience and operational efficiency. Collaborate with business, technology and support functions to design customer journeys, implement digitisation and automation, and ensure compliance with regulatory and governance standards.
data analytics
automation
digitisation
+2 more
Raymond James & Associates, Inc.
Presentation Designer
Raymond James & Associates, Inc.
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Financial Services
Investment Banking
Wealth Management
United StatesFlorida – Remote
Full-time
Mid-level
Designer
H1B Visa Sponsor
Leverage advanced presentation and graphic design skills to transform complex financial information into clear, professional presentation materials for Investment Banking. Collaborate with bankers and business partners, manage multiple projects in a fast-paced environment, and maintain brand-compliant templates and assets.
Microsoft PowerPoint
Slide Master / PowerPoint template architecture
Microsoft Word
+8 more
Savvy Wealth
Strategic Growth Manager (Account Executive)
Savvy Wealth
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Financial Services
Wealth Management
Financial Technology
United StatesNew York City, New York – Hybrid
$250k - $285k
Full-time
Mid-level
Account Executive
Own a quota-carrying, consultative sales role focused on bringing established financial advisors to Savvy by demonstrating the company’s tech, marketing, and operational value. Partner with SDRs, manage complex sales cycles, and customize pricing and compensation to close deals.
$250k - $285k
Claude
ChatGPT
Salesforce
+3 more
WealthCom
Principal Enterprise Account Manager
WealthCom
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Financial Services
Wealth Management
Financial Technology
United StatesRemote
$160k - $185k
Full-time
Senior
Account Manager
You will manage a portfolio of strategic enterprise accounts with accountability for retention, expansion, renewals, and quota attainment. The role requires building executive relationships, creating strategic account plans, leading renewal and commercial negotiations, and partnering cross-functionally to drive client value and growth.
$160k - $185k
The Northern Trust Company
Senior Product Manager, Client Digital Experience
The Northern Trust Company
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Financial Services
Banking
Asset Management
United StatesChicago, Illinois – Hybrid
$165k - $288k
Full-time
Senior
Client Partner
H1B Visa Sponsor
UK Visa Sponsor
Lead strategy and continuous improvement of the Asset Servicing client digital journey, partnering with digital solutions, UX, technology, and business stakeholders. Drive prioritization, journey coherence, increased utilization, and measurable progress against client and business goals.
$165k - $288k
journey mapping
digital product management
UX collaboration
+1 more
United Overseas Bank Limited
Assistant Vice President, Business Insurance Specialist
United Overseas Bank Limited
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Banking
Financial Services
Investment Banking
SingaporeCentral Region (City Area) – Remote
Full-time
Mid-level
Administrative Assistant
H1B Visa Sponsor
UK Visa Sponsor
The Assistant Vice President, Business Insurance Specialist will drive bancassurance revenue by conducting needs assessments, recommending and processing insurance solutions for corporate clients, and collaborating with internal teams and insurers. The role involves leading sales staff via referrals, implementing sales strategies, and ensuring compliance and accurate processing from proposal through post-servicing.
Bank of Singapore Limited
Relationship Manager, Vice President
Bank of Singapore Limited
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Banking
Financial Services
Private Banking
SingaporeBOS-SGP – Remote
Full-time
Senior
Client Services
Senior relationship manager responsible for advising and maintaining client relationships and achieving annual revenue targets. The role involves growing client assets, advising on investment products, and contributing to new business development and product input.
Trevant Financial Services, LLC
Sales Development Manager, Brands (Creator Marketing)
Trevant Financial Services, LLC
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Financial Services
Wealth Management
Investment Management
United StatesRemote
$100k - $120k
Full-time
Mid-level
Business Development (BDR)
The Sales Development Manager will build and stack qualified pipeline through daily outreach, research, and CRM discipline while partnering with cross-functional teams to convert opportunities into revenue. Over time the role is expected to grow into a quota-carrying Account Manager responsible for sourced pipeline and closed revenue.
$100k - $120k
HubSpot
Asana
Google Slides
+4 more
Addepar
Sr. Product Manager - Reporting & Dashboards
Addepar
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Financial Services
Software
Wealth Management
United StatesNew York, New York – Office
$178k - $223k
Full-time
Mid-level
Product Adoption Specialist
H1B Visa Sponsor
Lead the strategic vision and execution for Addepar's Reporting & Dashboards platform, driving roadmap, requirements, and collaboration with engineering and design. Integrate AI capabilities, improve data visualization and reporting workflows, and monitor platform performance and adoption.
$178k - $223k
AI
data visualization
reporting tools
+1 more
United Overseas Bank
Vice President - Cash Management (Digital Currencies)
United Overseas Bank
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Banking
Financial Services
Investment Banking
SingaporeCentral Region (City Area) – Remote
Full-time
Mid-level
Client Services
H1B Visa Sponsor
UK Visa Sponsor
Lead product strategy, development and commercialization of digital currency cash management solutions across product lifecycle. Collaborate with technology, compliance, operations and sales to deliver secure, scalable and compliant digital currency offerings.
blockchain
DLT
stablecoins
+2 more
Momentum Financial Services Group
Senior Enterprise Risk Management (ERM) Analyst - Greenhouse
Momentum Financial Services Group
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Financial Services
Insurance
Wealth Management
CanadaToronto – Hybrid
CAD$61k - CAD$68k
Full-time
Senior
Risk
The Senior ERM Analyst will support the Enterprise Risk Management program by maintaining risk registers, analyzing KRIs and emerging risks, and preparing reporting for leadership and the Board. The role collaborates with business partners and second-line functions to monitor mitigation plans, support operational resilience and contribute to risk policy enhancements.
CAD$61k - CAD$68k
Microsoft Excel
Microsoft PowerPoint
data visualization tools
+2 more
Bank of Singapore Limited
Marketing Specialist - Digital Marketing (Assistant Vice President)
Bank of Singapore Limited
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Banking
Financial Services
Private Banking
SingaporeBOS-SGP – Remote
Full-time
Mid-level
Digital Marketing
Drive the Bank's SEO and GEO strategy while owning web analytics platforms and performance reporting. Oversee website content publishing and optimisation to ensure compliance, discoverability and strong business outcomes.
SEO
GEO
GA4
+7 more
Brinker Capital Investments
Wealth Solutions Product Manager
Brinker Capital Investments
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Financial Services
Investment Management
Wealth Management
United StatesKing of Prussia, Pennsylvania – Hybrid
$105k - $162k
Full-time
Mid-level
Product Adoption Specialist
Manage and enhance wealth management capabilities and advisor-facing products across the Orion Wealth platform, collaborating with cross-functional teams to launch and scale offerings. Focus on product strategy, go-to-market, reporting, and advisor enablement to drive growth and operational efficiency.
$105k - $162k
Microsoft Excel
PowerPoint
Word
+4 more
United Overseas Bank Limited
Vice President, Marketing, Group Wholesale Banking & Markets
United Overseas Bank Limited
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Banking
Financial Services
Investment Banking
SingaporeCentral Region (City Area) – Remote
Full-time
Mid-level
Communications
H1B Visa Sponsor
UK Visa Sponsor
Lead and execute communications, client engagement and marketing strategies for Group Wholesale Banking & Markets across digital, events, media and corporate channels. Collaborate with stakeholders, agencies and regional offices to develop content, manage events and digital assets, provide market insights, and measure campaign performance.
Grimes & Company Wealth Management LLC
Salesforce Platform Manager (Development & Business Systems)
Grimes & Company Wealth Management LLC
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Financial Services
Wealth Management
Remote
Full-time
Mid-level
Platform Engineer
Lead design and maintenance of the Salesforce environment, focusing on data integrity, architecture, automations, and integrations. Collaborate with business stakeholders and IT to deliver scalable solutions, reporting, and user support across the firm.
Salesforce
Apex
SOQL
+8 more
Ameriprise Financial, Inc.
VP-Technology Architecture
Ameriprise Financial, Inc.
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Financial Services
Insurance
Investment Management
United StatesHybrid
$172k - $236k
Full-time
Mid-level
Architect
H1B Visa Sponsor
Ameriprise is seeking a Vice President to provide architecture vision, leadership, and strategic direction across HR technology, Finance technology, and the broader employee platform ecosystem.
$172k - $236k
Bank of Singapore Limited
Business Manager, Client Management Frameworks (Assistant Vice President)
Bank of Singapore Limited
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Banking
Financial Services
Private Banking
SingaporeRemote
Full-time
Mid-level
Business Operations
The Business Manager will drive the design, implementation, governance, and ongoing management of business frameworks and strategic initiatives across the Front Office.