• Brokerage Regional Support Manager

    Truist (Hunt Valley, MD)
    …in operations, management and supervision. 3. Bachelor's degree in business, accounting, finance , banking or equivalent education and related training. 4. ... processes and activities. Develop plans and processes in conjunction with Wealth Brokerage sales leaders to ensure the service provided by Client Service Associates… more
    Truist (05/25/24)
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  • Fixed Income Prime Brokerage Settlement…

    JPMorgan Chase (Newark, DE)
    …packaged services to hedge funds and professional investors enabling them to finance their investment activities through a bespoke range of products tailored to ... The range of services typically available to our Prime Brokerage clients are Global Custody (including Clearing, Custody and...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
    JPMorgan Chase (05/24/24)
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  • Brokerage Registered Client Service…

    Truist (Richmond, VA)
    …sales and/or banking experience. 3. Bachelor's degree in business, accounting, finance , banking or equivalent education and related training. 4. Demonstrated ... industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products.… more
    Truist (07/01/24)
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  • Brokerage Registered Client Service…

    Truist (Raleigh, NC)
    …to perform the essential functions. 1. Bachelor's degree in business, accounting, finance or equivalent experience and related training. 2. Experience in the ... industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products.… more
    Truist (06/25/24)
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  • GCO Sr Risk Advisor I - Wealth Brokerage

    Truist (Atlanta, GA)
    …to perform the essential functions. 1. Bachelor's degree in Accounting, Business, Finance or related field, or equivalent education and related training 2. Twelve ... Ability to travel, occasionally overnight **Preferred Qualifications:** 1. Master's degree in Finance or Business, or equivalent education and related training 2. 12… more
    Truist (06/14/24)
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  • Wealth Brokerage Associate - Temporary

    Truist (Ponte Vedra Beach, FL)
    …associate or bachelor's degree program in business, accounting, finance , or banking . 2. Knowledge of securities markets and brokerage accounts. **General ... Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be… more
    Truist (07/03/24)
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  • Brokerage Financial Consultant

    Truist (Alpharetta, GA)
    …to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking , or equivalent education and related experience. 2. ... 4 years professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported. 5. Organized… more
    Truist (07/01/24)
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  • Analytics Consultant - WIM Finance Trust…

    Wells Fargo (Charlotte, NC)
    …with Wealth and Investment Management products and services and experience with brokerage , trust, banking and lending systems, databases, and/or products + ... Services Analytics for the Wealth and Investment Management (WIM) Banking , Lending & Trust team. The role will report...will report to the Trust Services manager for WIM Finance Analytics & Reporting (BL&T). Trust Services analytics includes… more
    Wells Fargo (07/04/24)
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  • NAM Prime Finance Middle Office Controls…

    Citigroup (Tampa, FL)
    …services, including consumer banking and credit, corporate and investment banking , securities brokerage , transaction services, and wealth management. Our ... asset transfers and money market investments. The role sits within the Prime Brokerage service line, which is a stand-alone client executive operation focused on our… more
    Citigroup (06/28/24)
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  • Sr Director Risk Finance & Insurance

    FREEMAN (Dallas, TX)
    …teams as well as with Senior Management. This position will support our Finance department. It is eligible to work a hybrid schedule, generally requiring work ... claims team on all other claims. + Maintains risk finance database for Chief Risk Officer. + Participates in...for internal record keeping as well as reporting to banking relationships. + Determines premium payment terms by country… more
    FREEMAN (06/22/24)
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  • Associate, Structuring - Real Estate Structured…

    Bank of America (Newport Beach, CA)
    …3 years of experience in commercial real estate, mortgage brokerage , corporate finance , commercial or investment banking or related field + Strong financial ... Associate, Structuring - Real Estate Structured Finance Group Newport Beach, California **Job Description:** At...is seeking an Associate for the Real Estate Structured Finance Group in Newport Beach. Daily activities include financial… more
    Bank of America (06/12/24)
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  • Principal Review Specialist

    Fifth Third Bank, NA (Cincinnati, OH)
    …in banking at Fifth Third Bank. GENERAL FUNCTION: Performs brokerage and insurance regulatory sales supervision functions for the broker-dealer and insurance ... Make banking a Fifth Third better(R) We connect great...Funds, UIT's, Structured Products, Bonds and Options, review of brokerage new account applications, review of margin and option… more
    Fifth Third Bank, NA (06/29/24)
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  • Business Line/Broker-Dealer Risk Specialist

    Federal Reserve System (Dallas, TX)
    …, accounting or related field. + Minimum of seven years of relevant experience in banking , brokerage and financial services, or banking supervision. + Strong ... will also be responsible for assessing markets and securities compliance for the brokerage and investment advisory operations. In this role you will lead and… more
    Federal Reserve System (07/04/24)
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  • Relationship Manager, Equities Performance

    AON (New York, NY)
    …firms, as well as regional and boutique organizations that operate in banking and capital markets, investment management, commercial banking , and wealth. ... look like + Independently managing and developing bank and brokerage firm relationships to sell and deliver data analytics,...best practices + Researching existing and emerging trends in banking and capital markets and our clients' business +… more
    AON (05/09/24)
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  • Director, Global Head of Prime Services Product…

    Scotiabank (New York, NY)
    …: Director, Prime Services Global Head Product Development - New York, NY **Global Banking and Markets** Global Banking and Markets (GBM) is a leading Canadian ... Capital Markets and Investment Banking business with a growing platform in the US...Drive discussions and coordinate projects relating to cash prime brokerage , synthetic prime brokerage , securities lending, collateral… more
    Scotiabank (07/03/24)
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  • Prime Services Technology Support III

    JPMorgan Chase (Houston, TX)
    …As a Technology Support III team member in the Markets, Prime Finance Services team, you will ensure the operational stability, availability, and performance ... be tasked to demonstrate technical and operational expertise to the North America Prime Finance businesses of JP Morgan. This role requires working as part of the… more
    JPMorgan Chase (06/07/24)
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  • Treasury Liquidity and Analytics

    JPMorgan Chase (Brooklyn, NY)
    The Corporate & Investment Bank, a global leader in investment banking and securities services, entrusts us with their business in over 100 countries. We provide ... risk, and extend liquidity in global markets. Our role in Global Finance & Business Management involves strategic capital management, promoting growth, maintaining… more
    JPMorgan Chase (04/24/24)
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  • Risk Management - Liquidity Risk Associate

    JPMorgan Chase (New York, NY)
    …with a focus on liquidity risk arising from trading products (eg Prime Brokerage , Secured Funding Transactions etc) across all regions. In addition, role also ... qualifications, capabilities, and skills** + Minimum 4+ years of experience in banking industry across treasury, liquidity risk, market risk and/or trading products… more
    JPMorgan Chase (06/14/24)
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  • AVP, Quantitative Risk Analyst (Hybrid)

    Citigroup (Irving, TX)
    …services, including consumer banking and credit, corporate and investment banking , securities brokerage , transaction services, and wealth management. Our ... applying sophisticated mathematical/analytical techniques to solve real-world problems-especially in banking , finance , or risk management-is required. +… more
    Citigroup (05/24/24)
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  • US Banks Operational Risk Associate Dedicated…

    Morgan Stanley (Purchase, NY)
    …small to medium-sized businesses and institutions covering: financial advisor-led brokerage and investment advisory services; self-directed brokerage services; ... securities-based lending, residential real estate loans and other lending products; banking ; and retirement plan services. Our US bank subsidiaries, Morgan Stanley… more
    Morgan Stanley (07/04/24)
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