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16 engagement coordinator jobs found

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Finance engagement coordinator
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US Bank
Full time
 
Account Setup Coordinator
US Bank United States
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.   As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the...

Apr 21, 2026
Harvard University
Full time
 
Finance Business Partner
Harvard University Cambridge, MA
HUIT (Harvard University Information Technology) Finance is seeking a detail-oriented and experienced Financial Analyst with experience in budgets, financial modeling and multi-year project management to join our dynamic team. The ideal candidate will act as a key liaison between Finance and other business units, providing financial insights, analysis, and support to drive informed decision-making. They will play a crucial role in overseeing financial aspects related to operating and sponsored billing projects.   Job-Specific Responsibilities: Budgeting and Forecasting:   In coordination with the Director, drive the creation and execution of annual budgets, forecasts, and long-term financial plans. Help in development and implementation of strategies for budgeting; forecasting, modeling & projecting; identifying & explaining variances; financial reporting; internal controls; expense reductions; cost containment; and revenue enhancements.  Develop and provide...

Apr 29, 2026
Best Egg
Full time
 
Strategic Partnerships Senior Manager
Best Egg United States
Best Egg is a market-leading, tech-enabled financial platform helping people build financial confidence through a variety of installment lending solutions and financial health tools. We aim to help customers make smart financial decisions and stay on track, so they can be money confident no matter what life throws at them. We offer top-tier benefits and growth opportunities in a culture built on our core values:   Put People First  – We foster an inclusive, flexible, and fun workplace. Create Clarity  – Open communication drives trust and results. Get Things Done  – We focus, prioritize, and deliver with excellence. Deliver with Heart  – We lead with kindness, humility, and strong teamwork. Listen to Our Customers  – Their needs drive our innovation.   Barclays has entered into an agreement to acquire Best Egg with closing expected to take place in Q2 2026. This acquisition will give us the resources and capital to continue on our mission and drive our...

Apr 23, 2026
SP
Full time
 
Private Market and other Thematic Indices‘ data owner
S&P Global New York, NY
About the Role: Grade Level (for internal use): 10 About the Role: Private Market and other Thematic Indices‘ data owner         As a Private Market and Thematic Indices data owner within the Global Index Management & Production Group (IMPG), you will be responsible for preparing, validating , and ensuring the accuracy of private equity, venture capital, private debt, and real asset data ahead of scheduled index rebalances. You will work with various datasets that include valuations, holdings, and transaction records, applying rigorous validation checks against trusted reference sources.  This position is part of the Data Excellence – Thematics group, which focuses on a wide array of datasets used for the maintenance and rebalanc ings for S&P Thematic indices.       Responsibilities and Impact:    As the key point of accountability for private market and thematic data quality, you...

Apr 18, 2026
SP
Full time
 
Director, Relationship Management & Sales, Structured Finance
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 The Team: The S&P Global Ratings Commercial Team is responsible for optimizing relationships and commercial outcomes with a broad set of clients in the U.S. We are a collaborative team that develops solutions to help clients navigate complex business challenges. We focus on relationship management and business development, and we value intellectual curiosity, strategic thinking, and strong partnership. We leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.   What You Stand to Gain: Direct client access to capital markets executives at many of the world's largest and most sophisticated debt issuers. Sector and client immersion, build familiarity with assigned sectors, issuer business models, and financing strategies to elevate day-to-day coverage and executive-level discussions. Ratings and enterprise knowledge—develop a strong...

Apr 16, 2026
Fannie Mae
Full time
 
Multifamily Legal Business Administration - Lead Associate
Fannie Mae Washington, DC
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a Multifamily Legal Business Administration – Lead Associate, you will play a key role supporting the operational, administrative, and strategic needs of the Multifamily Legal team. In this role, you will work closely with legal leadership and cross‑functional partners to effectively support Fannie Mae’s multifamily mission as well as Enterprise business needs. This position is well‑suited for someone who thrives in a fast‑paced, highly collaborative environment, enjoys bringing structure to complex workstreams, and can balance day‑to‑day operational support and legal work with longer‑term strategic initiatives. THE IMPACT YOU WILL...

Apr 10, 2026
Fannie Mae
Full time
 
Director - LIHTC Proprietary Investments
Fannie Mae Washington, DC
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description At Fannie Mae, futures are made. The inspiring work we do helps make homeownership and affordable rental housing possible for millions. Every day brings opportunities to make a meaningful impact on the housing finance system while working within an inclusive, flexible, and collaborative environment. Here, you can grow your career while helping expand access to fair and affordable housing. Since relaunching its Low-Income Housing Tax Credit (LIHTC) equity platform in 2018, Fannie Mae has invested over $5 billion across proprietary and multi-investor funds. As a Director on the LIHTC Proprietary Investments team, you will play a key...

Apr 08, 2026
KeyBank
Full time
 
KPB Sr Fiduciary Strategist
KeyBank Seattle, WA
Location: 1301 5th Avenue, Seattle Washington Job Summary The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Essential Functions Leads the delivery of fiduciary advice as part of client servicing and execution of client experience. Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries....

Apr 07, 2026
KeyBank
Full time
 
Family Wealth Sr. Fiduciary Advisor
KeyBank Plymouth Meeting, PA
Location: 401 Plymouth Road, Plymouth Meeting Pennsylvania Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk.  For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the client...

Apr 04, 2026
US Bank
Full time
 
Senior Manager, Embedded Payments Product & Program Prioritzation
US Bank Atlanta, GA
  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...

Apr 02, 2026
JP Morgan Chase
Full time
 
Asset Management -Global Transportation Group, Client Strategy- Associate
JP Morgan Chase New York, NY
Opportunity: J.P. Morgan Global Alternatives is the alternative investment arm of J.P. Morgan Asset & Wealth Management. With $400 billion in assets under management and 450+ investment professionals, we offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, timber, liquid alternatives and hedge funds. (as of Sept. 2024) A vacancy has arisen for an Investor Relations Associate within the Global Transportation Group. An Investor Relations Associate plays a leading role in supporting the client relations, strategy and portfolio management efforts of the firm’s Global Transportation investment platform. This position will support the business’ investment strategies and work closely with both the investment specialist team and portfolio management teams as it relates to the management and marketing of all fund related activities. Excellent communication (written and verbal),...

Mar 31, 2026
JP Morgan Chase
Full time
 
Asset Management - Everyday 401k Internal Client Advisor - Associate
JP Morgan Chase Chicago, IL
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Summary As a part of the Workplace Retirement team, you are responsible for distribution of JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client’s build stronger retirement plans that lead to better outcomes for participants. Job Responsibilities Drive 401(k) pipeline and sales growth...

Mar 28, 2026
US Bank
Full time
 
RBG Financial Institutions & Enablement Manager
US Bank Atlanta, GA
  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...

Mar 24, 2026
Bank of America
Full time
 
Credit Analyst III- FAM Specialist
Bank of America St. Louis, MO
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Feb 26, 2026
BC
Full time
 
Business Systems Director, Private Equity
Bain Capital Boston, MA
BAIN CAPITAL OVERVIEW With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets. Today, our team includes 1,985+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that...

Jan 27, 2026
Bank of America
Full time
 
Credit Analyst III- FAM Specialist
Bank of America St. Louis, MO
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Dec 11, 2025
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