Jobs

Onsite | Pepper Pike, OH | Full‑Time The Account Specialist is an entry-level role within the Operations team, designed to build foundational skills in client service, credit analysis, and financial operations. This role supports Account Executives and contributes to portfolio integrity and client satisfaction. This position will be responsible for developing and maintaining an ongoing relationship with a small book of clients by addressing all day-to-day needs, understanding their business, and monitoring client and customer performance to ensure the integrity …

Work in finance and investments, including analyzing financial products, understanding market dynamics, and constructing investment strategies. Intense training in retirement planning, helping clients prepare for long-term income needs and align strategies with life-stage goals. Bachelor’s degree in Finance, Business, Economics, or a related field. Working in a hybrid environment while managing multiple client priorities and meeting compliance requirements. Analytical approach and ethical judgment applied to financial services, with a commitment to ongoing professional development.

Part-Time Bookkeeper (Full Cycle Accounting & Client Services) Remote | 25-30 Hours per Week | Non-Exempt | $22 – $26/hour Do you enjoy bringing order to financial data, closing the books accurately, and helping mission-driven organizations thrive? Missionwell is seeking a detail-oriented Full-Cycle Bookkeeper to support a portfolio of nonprofit and values-driven organizations. This is an opportunity to work remotely with a collaborative team while managing meaningful accounting work that directly supports organizations making a difference in their communities. What …

Portfolio Associate Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster …

Thank you for your interest in the 2027 Futures Program! Applications will be reviewed on a rolling basis. If you are selected for an interview, we will contact you directly. Applicants for employment in the US must have ongoing work authorization that does not now, or in the future, require employer sponsorship for a visa or other employment authorization. The Futures Program is a full-time, two-year rotational development program for high potential individuals starting their professional careers and interested in …

Wealth Planning Associate Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure …

Job Description What you’ll be doing As a member of the Commercial Banking Health Care team, you’ll work to build enduring business partnerships with our clients. As a Commercial Banking Associate, you will complete a 3-month training program that teaches you the skills you will need throughout your professional career, including sales, learning how to build your professional brand, and negotiation training. At the same time, you will gain real-world experience working alongside seasoned commercial Healthcare bankers. You will gain …

Thank you for your interest in the 2027 Futures Program! Applications will be reviewed on a rolling basis. If you are selected for an interview, we will contact you directly. Applicants for employment in the US must have ongoing work authorization that does not now, or in the future, require employer sponsorship for a visa or other employment authorization. The Futures Program is a full-time, two-year rotational development program for high potential individuals starting their professional careers and interested in …

About Us Futu’s AI Team is dedicated to integrating artificial intelligence technology into financial services, building more efficient and intelligent products and services. The team covers core areas including quantitative research, intelligent investment advisory, search and recommendation systems, Q&A, content generation, and AI platform development. We look forward to passionate and innovative individuals joining us in exploring the future blueprint of AI in finance. Key Responsibilities Deeply participate in the core algorithm development of the intelligent assistant (NiuNiu AI), including …