NewProduct Manager - Analyst / Associate iCapitalProduct Manager - Analyst / AssociateSalt Lake City, UT$60,000–$85,000 / year1-5 years of relevant experience in financial services (i.e. private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.). iCapital is seeking an Analyst or Associate responsible for supporting the Product Managers with all aspects of the successful operations of the funds in the Independent Advisor Solutions Business (IAS).
Wealth Advisor - America First Credit Union LPL Financial ServicesWealth Advisor - America First Credit UnionOrem, UT$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Claim Examiner Associate - South Jordan AmTrust Financial Services, Inc.Claim Examiner Associate - South JordanSouth Jordan, UtahFull timeOverview: AmTrust is a major player in the commercial P&C market and the third largest workers' compensation provider in the U.S. Our small business insurance product suite continues to expand with Cyber, BOP, Employment Practices Liability Insurance (EPLI), Package and other core coverages and capabilities, including more middle-market and large accounts. Exposed to facets like Underwriting, Loss Control, Managed Care, and SIU, Claims opens diverse career paths with technical and leadership growth—perfect for making an impact and building a lasting career.
Claim Examiner Associate South Jordan Amtrust Financial Services IncClaim Examiner Associate South JordanSouth Jordan, UTAmTrust is a major player in the commercial P&C market and the third largest workers'' compensation provider in the U.S. Our small business insurance product suite continues to expand with Cyber, BOP, Employment Practices Liability Insurance (EPLI), Package and other core coverages and capabilities, including more middle-market and large accounts. Exposed to facets like Underwriting, Loss Control, Managed Care, and SIU, Claims opens diverse career paths with technical and leadership growth-perfect for making an impact and building a lasting career.
Senior Associate - Audience Management Bread Financial Holdings IncSenior Associate - Audience ManagementDraper, UT$63,200–$101,100 / yearFull Salary Range for position: California: $72,700.00 - $126,400.00 Colorado: $63,200.00 - $111,200.00 New York: $69,500.00 - $126,400.00 Washington: $69,500.00 - $116,300.00 Maryland: $69,500.00 - $111,200.00 Washington DC: $72,700.00 - $116,300.00 Illinois: $63,200.00 - $111,200.00 New Jersey: $72,700.00 - $116,300.00 Vermont: $63,200.00 - $101,100.00 Ohio: $63,200.00 - $101,100.00 Maine: $63,200.00 - $101,100.00 Connecticut: $69,500.00 - $111,200.00 Virginia: $63,200.00 - $101,100.00. 2+ years experience working with customer audience, campaign execution, or marketing activation platforms (e.g., CDP, journey or campaign orchestration, CRM), including at least 1+ year of hands-on experience with a customer data platform (CDP) such as Adobe Experience Platform, Salesforce, Braze, Hightouch, or similar platforms.
Relationship Banker Bank of AmericaRelationship BankerWest Jordan, UTMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
PM Caregiver MBK Senior LivingPM CaregiverHighland, UtahOther Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members’ professional licenses. The Caregiver is responsible for assisting residents in their Daily Living Activities including, but not limited to: bathing, grooming, personal and dental hygiene, transportation to meals and activities, bowel and bladder functions, etc., maintaining resident dignity and respect with superior customer service and in accordance with all policies, procedures, regulations and guidelines.
NewHS - Caregiver - Day MBK Senior LivingHS - Caregiver - DayClearfield, UtahOther Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members’ professional licenses. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs.
Pharmacy Intern Grad- Sign-on Bonus Available Walgreen CoPharmacy Intern Grad- Sign-on Bonus AvailableDraper, UT$33.50–$45.30 / hourCounsels patients and answers their questions regarding usage of medicine, side effects, interactions, contraindications, patient information privacy, generics, less expensive medicines, over-the-counter products, and refers to medical provider as needed to ensure medication is taken correctly, health needs addressed, and satisfaction with service. Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).
Business Banker (LO) Holladay Wells Fargo & CoBusiness Banker (LO) HolladaySALT LAKE CITY, UTThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
Customer Support Associate K-Dimensional Holdings Inc.Customer Support AssociateSalt Lake City, UTCoast is founded and led by Daniel Simon, who previously cofounded Bread (breadpayments.com), a leading payments and credit technology firm backed by some of the world''s top VCs which was acquired for $500MM+ in 2020. Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country''s 500,000 commercial fleets, 40 million commercial vehicles, and many millions of commercial drivers.
Customer Operations Associate K-Dimensional Holdings Inc.Customer Operations AssociateSalt Lake City, UTCoast is founded and led by Daniel Simon, who previously cofounded Bread (breadpayments.com), a leading payments and credit technology firm backed by some of the world's top VCs which was acquired for $500MM+ in 2020. Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country's 500,000 commercial fleets, 40 million commercial vehicles, and many millions of commercial drivers.
Uhnw Lending Portfolio Management - Liquid Products (Sbl) - Assistant Vice President Morgan StanleyUhnw Lending Portfolio Management - Liquid Products (Sbl) - Assistant Vice PresidentSalt Lake City, UTThe Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients, including diversified and concentrated Securities Based Loans (SBL) and Cash Surrender Value of Life Insurance policies (Life Insurance Loans). The Asset Manager will report to the Head of Asset Management for Liquid Products and be responsible for managing and maintaining the quality of our existing and growing loan portfolio, collaborating with Lending Transactors on transitioning newly originated loans, and partnering with our Credit Risk Managers on portfolio risk control and reporting.
UHNW Lending Portfolio Management - Liquid Products (SBL) - Assistant Vice President Morgan StanleyUHNW Lending Portfolio Management - Liquid Products (SBL) - Assistant Vice PresidentSalt Lake, UtahThe Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients, including diversified and concentrated Securities Based Loans (SBL) and Cash Surrender Value of Life Insurance policies (Life Insurance Loans). The Asset Manager will report to the Head of Asset Management for Liquid Products and be responsible for managing and maintaining the quality of our existing and growing loan portfolio, collaborating with Lending Transactors on transitioning newly originated loans, and partnering with our Credit Risk Managers on portfolio risk control and reporting.
Fiduciary Advisor - Salt Lake City Metro Trajan Wealth LLCFiduciary Advisor - Salt Lake City MetroDraper, UT$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert course attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Salt Lake City area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.
NewGlobal Banking & Markets Public, Goldman Sachs Select - Banking and Lending Onboarding Specialist, Analyst / Associate, Salt Lake City The Goldman Sachs Group IncGlobal Banking & Markets Public, Goldman Sachs Select - Banking and Lending Onboarding Specialist, Analyst / Associate, Salt Lake CitySalt Lake City, UTJob Description: The GS Select Onboarding Specialist is a critical, client-facing role within the firm's growing third-party wealth platform, supporting the onboarding of new lending and deposit products, including securities-based loans, refinances, and savings accounts. The role is highly execution-focused and team-oriented, requiring strong attention to detail, the ability to manage high-volume workflows, and close collaboration with teammates and cross-functional partners.
Travel Advisor Christopherson Business TravelTravel AdvisorSalt Lake City, UTRemoteFull timeTechnology Proficiency: Proficient in the Microsoft Office Suite (Outlook, Word, Excel, Teams, PowerPoint) and comfortable working with Google Workspace (Docs, Sheets, Gmail); experience with CRM or support platforms (e.g., Salesforce, Zendesk) a plus. Customer Centricity: Makes things easy for the customer; is helpful and adds value; personalizes the experience; maintains accuracy; treats customers professionally; sets expectations and follows through.
Senior Associate - Channel Execution Bread FinancialSenior Associate - Channel ExecutionDraper, UT$63,200–$101,100 / yearBread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability) to eligible associates (regular full-time associates scheduled to work 30 hours per week or more) and their spouses/domestic partners, and child(ren) under the age of 26. Our payment solutions deliver growth for some of the most recognized brands in travel & entertainment, health & beauty, technology, electronics, jewelry, home and specialty apparel through our co-brand and private label credit cards and pay-over-time products providing choice and value to our shared customers.
Bilingual Personal Banker State & 33rd Wells Fargo & CoBilingual Personal Banker State & 33rdSALT LAKE CITY, UTIndividuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorSalt Lake City, UTCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.