Client‑Facing Investment Technology Associate
IMP
IMP is seeking a client-facing Associate in Sacramento, CA. This hybrid role involves participating in client projects, conducting analysis, and executing testing plans related to investment management. Ideal candidates should have a Bachelor's degree in Finance, 0-2 years of relevant experience, and strong project management skills. Benefits include medical, 401k with company match, and paid time off. Join IMP for an opportunity to enhance your career in Fintech and RegTech! #J-18808-Ljbffr IMP
- IMP Consulting is looking for an Investment Support Analyst to enhance client projects in Sacramento, California. In this hybrid position, you will work closely with clients on trade order management and compliance challenges while leveraging industry and technical skills...Suggested
- ...serving the buy-side of the investment management industry. We are creating... ...-critical projects for our clients. We have all of the... ...awarded a patent for innovative technology for investment compliance.... ...is seeking versatile client-facing Investment Support Analysts to...SuggestedInternshipWork at office
- ...SafetyCulture is a global technology company that is helping to transform... ...solutions platform to their clients, empowering them to offer... ...experience working in a customer-facing role (e.g., Customer Success,... ...not responsible for any fees associated with unsolicited resumes....SuggestedWork at officeLocal areaRemote workWork from homeWorldwideFlexible hours
$125.4k - $181.88k
...environment, and our associates dedicate thousands of... ...excited to meet with clients in person, based on client... ...advice, people, and technology. As a Sr. Private Wealth... ...'Personal Strategy' investment strategy; recommend, implement... ...to meet with clients face-to-face and build...Suggested16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...engineering through our use of cutting-edge modeling and digital technology and our genuine commitment to people. Our work spans high-... ...focused culture, prioritizing the well-being of our employees, clients, and the communities we serve. We partner with clients to deliver...SuggestedTemporary workFlexible hours
- U.S. Bank in Sacramento is seeking a Client Relationship Consultant 4 to build relationships with customers through proactive outreach and personalized service. This role requires engaging clients in various banking channels, ensuring a superior client experience while...
- U.S. Bank is seeking a Client Relationship Consultant 2 in Sacramento to build relationships with clients through proactive outreach and engagement. This role requires strong communication skills and a background in retail banking. Responsibilities include providing financial...
- Bank of America is looking for a motivated individual to engage clients in their financial center, assisting with various transactions and providing in-depth financial solutions. This position emphasizes building relationships and understanding client needs. The ideal candidate...Hourly pay
- ...leveraging banking solutions and fintech to provide thoughtful client service. You will lead in acquiring, managing, and retaining meaningful... .... The role emphasizes building trust, educating clients on technology like the Chase Mobile App and Chase.com, and #J-18808-Ljbffr...
- ...and customers we serve. Allied Universal is currently seeking a Client Portfolio Manager, a senior management professional responsible... ...’s degree in criminal justice, business, or a related field Associate’s degree in criminal justice, business, or a related field with...Extra incomeContract workWork at officeLocal areaRemote work
- JPMorganChase is seeking an Associate Relationship Banker in Elk Grove, California. In this role, you will provide memorable service to clients, leveraging the latest banking solutions and financial technology. Your responsibilities include understanding client needs, creating...
$52k - $84.76k
Senior Associate — The Senior Associate supports data collection, validation... ...within the Alternative Investment Administration Services team... ...financial information from clients’ investment managers. Assist... ...employer who violates this law may face criminal penalties and civil...Temporary work$70.35k - $205.8k
...We work at the heart of our clients' organizations so that no matter... ...tough the issue, they can face the future today with confidence... ...intersection of business and technology. You'll get to work with an... ...doesn't happen by chance. We invest in training and development in...Work experience placementLive inWork at officeLocal area$70k - $80k
...comprehensive financial advice and customized solutions. In this role, you'll triage client leads, meet with clients to review goals, and build financial plans using various investment products. The ideal candidate will hold a Series 7 & 66 license with a minimum of one...$79.4k
...Your Opportunity This position is an external client facing position with our Management Consulting Team. As an Analyst II within the Management... ..., financial, infrastructure funding, economic, and technology consulting services to local governments and utilities in North...Work at officeLocal area$27.22 - $33.26 per hour
Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in... ...their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational...Hourly payTemporary workLocal area$30.9 - $37.76 per hour
## Client Relationship Consultant 4 (Banker) - DOCO - Sacramento, CA (38hrs)Applylocations: Sacramento, CAtime type: Full timeposted... ...their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational...Temporary workLocal area$70k - $80k
...offering a position focused on providing comprehensive financial advice to clients, helping them achieve their goals. Responsibilities include triaging client leads and meeting clients to review investment goals. The candidate should have relevant licenses and experience in...- ...collaborative teams for world-leading clients, we’ll nurture your talent in... ...the business challenge, we face the future with confidence.... ...doesn’t happen by chance. We invest in training and development... ...across the business and technology Maintaining an understanding...For contractorsWork at officeLocal area
- JPMorgan Chase is looking for a Private Client Advisor in Sacramento, California. In this role, you will provide comprehensive financial planning and personalized investment solutions to clients. Your expertise will help clients enhance their financial security and foster...
- ...Management Consulting?professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The...Live inWork at officeLocal area
$80k - $100k
...and recipients. To be successful in this endeavour is our ultimate mission. By mobilizing the power of people and the potential of technology, we are honored to extend the reach of each donor’s gift and share the importance of the gift of life. With the help of our...Full timeTemporary workWork experience placementLocal area$98k - $125k
...lead financial discussions with external clients such as the Contracting Officer and the... ...certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive... ...the world. We bring both cutting edge technology and an expansive view of what's possible...Contract workWork experience placementFor subcontractorH1bWork at officeRemote work- Quest Technology Management seeks an experienced Portfolio Manager for the Office of Data and Innovation (ODI) in Sacramento, CA. The role covers department-wide project and portfolio management, with responsibility for strategic direction, timely completion, and resource...Work at officeRemote work
- A regional bank located in California is seeking a Personal or Senior Banker to build and maintain customer relationships. This role requires effective communication skills and a high school diploma. Responsibilities include conducting customer discussions, managing various...Hourly pay
- TwinThread is seeking a Private Client Advisor in California to provide comprehensive financial planning and investment solutions to clients. This role emphasizes relationship management and requires at least 2 years of relevant experience. Candidates must have Series 7...
$61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...Asset & Income Protection Education Funding Investment & Advisory Services Trust Services... ...success in relationship-building or client-facing roles Excellent time-management skills Desire...Full timeContract workFor contractorsWork at office$70.3k - $73.98k
...growth. Works to achieve branch's identified profitability goals by increasing the existing Book of Business: Contacts prospect/clients to establish new bank relationships through the selling of appropriate bank products. Contacts current clients to retain and...Full time$50k
...come first. With over 9 million clients and 20,000 financial advisors... ...partnership. Edward Jones associates are seen, heard, respected, and... ...S. and Canada than any other investment firm, serving over eight... ...relationships to create new clients via face-to-face and virtual sourcing...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...come first. With over 9 million clients and 20,000 financial advisors... ...partnership. Edward Jones associates are seen, heard, respected, and... ...S. and Canada than any other investment firm, serving over eight... ...relationships to create new clients via face-to-face and virtual sourcing...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
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