Executive Relationship Manager Morgan StanleyExecutive Relationship ManagerSandy, UT$90,000–$110,000 / yearDepartment Overview: The E TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Associate Relationship Banker - Foothill- Salt Lake City, UT JPMorgan Chase & CoAssociate Relationship Banker - Foothill- Salt Lake City, UTSalt Lake City, UTYou will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
NewRestricted Securities Associate Morgan StanleyRestricted Securities AssociateSandy, UTOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
Customer Operations Specialists SlantCustomer Operations SpecialistsLehi, UtahAt Slant, customers have questions; they may ask for help cleaning up some of their import data, or they might want to know how get registered for the weekly customer webinar. Collaborate with sales and customer success - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together.
Tax Planning Advisor (EA or CPA) Capita Financial NetworkTax Planning Advisor (EA or CPA)Draper, UTYoull work directly with clients, partner with financial advisors on proactive tax planning, and have a meaningful voice in developing the processes, workflows, and client experience that will define our growing tax practice. As our tax practice grows-and depending on your interests and strengths-you may have the opportunity to support broader financial planning initiatives beyond tax, making this an ideal role for someone who enjoys continuous learning and wants to expand their expertise.
Banking Associate II Bank of UtahBanking Associate IISandy, UtahThe Banking Associate II serves as a trusted advisor within the branch, performing all responsibilities of the Banking Associate I while assuming expanded accountability for opening and servicing accounts, delivering personalized and consultative financial solutions, resolving more complex client needs, and proactively deepening client relationships to support overall branch success. Actively manages and develops a deposit book of business ($0–$100,000), conducting regular outreach to strengthen relationships and support retention and growth.
Senior Insurance Sales Rep Jordan Spicer & AssociatesSenior Insurance Sales RepLayton, UT$75,000–$90,000 / yearThis role offers structured coaching, defined production expectations, and the opportunity to inherit and grow an existing Property & Casualty book of business valued at approximately $350,000-$400,000. We are seeking a Senior Insurance Sales Representative with demonstrated experience who wants to build long-term residual income rather than chase short-term commissions.
Manager, Card Compliance Operations Snap Finance LLCManager, Card Compliance OperationsWest Valley City, UTReporting to the Head of Card Risk & Compliance, the Manager, Card Compliance Operations will oversee the day-to-day execution of critical compliance and legal support functions for our credit card business. Review and respond to customer complaints and support the Voice of Customer (VOC) team submissions, identifying trends and partnering with stakeholders to drive corrective actions.
Wealth Management Senior Business Program Manager - Salt Lake City, UT, OR Houston, TX Zions Bancorporation NAWealth Management Senior Business Program Manager - Salt Lake City, UT, OR Houston, TXSalt Lake City, UTWith a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
Investment Specialist II SofiInvestment Specialist IICottonwood Heights, UT$60,800–$76,000 / yearThe role: As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
Retirement Plan Sales Consultant CBIZ IncRetirement Plan Sales ConsultantSalt Lake City, UTWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Senior Associate - Audience Management Bread FinancialSenior Associate - Audience ManagementDraper, UT$63,200–$101,100 / year2+ 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. Bread 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.
Wealth Management Senior Business Program Manager - Salt Lake City, UT, OR Houston, TX California Bank & TrustWealth Management Senior Business Program Manager - Salt Lake City, UT, OR Houston, TXSalt Lake City, UTWith a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
Advancement Management University of UtahAdvancement ManagementSalt Lake City, UT$130,000–$150,000 / yearWorks with the various Advancement Services teams and the Fund Development Specialist in Gift Planning to ensure systematic coding of donors and plans are recorded so that reports and metrics related to planned gift fundraising performance are accurate and reflect fund raiser activity. Participates in professional development activities to remain current on relevant activity and trends in gift planning, financial and estate planning, federal tax law and regulations that govern charitable giving, new services offered by other nonprofit groups and organizations, and to raise the University Advancement's visibility as a top ten public higher education advancement organization.
AI & Automation Engineer D.A. DavidsonAI & Automation EngineerSalt Lake City, UT$90,000–$120,000 / yearDuties: Design and Develop AI-Powered Workflows: Use Microsoft Copilot Studio and Power Platform (Power Automate, Power Apps) to design, build, and optimize AI assistants and automated workflows that enhance employee productivity and decision-making. Advanced AI & ML Skills: Familiarity with large language models beyond basic API usage - e.g., experience with prompt tuning, deploying LLMs, or implementing retrieval-augmented generation (RAG) pipelines with vector databases for domain-specific Q&A.
Customer Operations Specialists Pageport IncCustomer Operations SpecialistsLehi, UTAt Slant, customers have questions; they may ask for help cleaning up some of their import data, or they might want to know how get registered for the weekly customer webinar. Collaborate with sales and customer success - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together.
Associate Banker, 20 Hours, Park City, UT - Kimball Junction Branch JPMorgan Chase & CoAssociate Banker, 20 Hours, Park City, UT - Kimball Junction BranchPark City, UTCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
NewAssociate Banker, 30 Hours, Central Salt Lake City, UT Area - Multiple Locations JPMorgan Chase & CoAssociate Banker, 30 Hours, Central Salt Lake City, UT Area - Multiple LocationsSalt Lake City, UTCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Associate Banker, 30 Hours, Southern Salt Lake Valley Area - Multiple Locations JPMorgan Chase & CoAssociate Banker, 30 Hours, Southern Salt Lake Valley Area - Multiple LocationsLehi, UTCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IILehi, UtahKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.