- Amerantbank (Coral Gables, FL)
- The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible ... support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete… more
- Fidelity TalentSource LLC (Boston, MA)
- …Working Guidelines, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first. Certifications:Company ... intermediary clients.\u00A0\u00A0\u00A0 The Role\u00A0Reporting to the Head of SAI Investment Operations and Platform Services, the VP, Private Assets Investment … more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …wide array of brokerage products and services including core brokerage operations , fraud, digitization and transformation initiatives, and model risk. Products ... include securities , fixed income, options, alternative investment funds, and digital...funds, and digital assets. The Expectations for this RoleAdvise new product, business and senior leadership on operational risks… more
- Fidelity TalentSource LLC (Westlake, TX)
- …early career program experience crafted to prepare individuals for a career in operations . Participants are placed in a full time position and assimilate into their ... associates with the tools and resources needed to build a robust career in operations . The Skills You BringThe program starts in June 2025, and will require a… more
- Fidelity TalentSource LLC (Boston, MA)
- …institutional trading arm of Fidelity Investments, providing trading, products and operations to internal business channels and external clients, including Retail ... Markets offers a suite of trading, clearing and custody, middle office operations , electronic brokerage products and execution services across multiple asset classes… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …team committed to improving the value of our services within Fidelity Brokerage Operations & Technology (FBOT)? The RoleAs Senior Manager, Asset Services, you will ... The Expertise and Skills You Bring10\u002B years of Brokerage Operations experience required.Operational experience supporting international processing required.Functional experience… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Fidelity Digital Assets\u2120 is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and ... and will be asked to seek out and drive new projects that add value to the business. Some...Tax team collaborates deeply with Fidelity Digital Assets\u2120 product, operations , sales, and service teams to ensure business readiness… more
- Fidelity TalentSource LLC (Boston, MA)
- …all relevant regulatory proposals, and assists with certain critical new rule implementations. \u00A0Your responsibilities include:Regulatory review and analysis for ... with a law firmAnalytical mindset; comfortable with review and analysis of new and complex rulemakingsGeneral understanding of asset management laws and regulation,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAre you interested in joining a collaborative, operations -focused team? Do you have solid understanding and experience preparing or auditing ... with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to delivering high-quality… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …you will have oversight responsibilities covering all aspects of accounting operations performed by the team supporting Fidelity s Alternative investment products. ... Fidelity, the role may also require that you be hands on in the operations , supporting complex alternative funds and helping to build out processes and procedures.… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAre you interested in joining a collaborative, operations -focused team? Do you have strong knowledge and experience preparing or auditing ... REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in… more
- Fidelity TalentSource LLC (Boston, MA)
- …Treasurers Office, you will be responsible for overseeing the pricing operations of the Fidelity retail and institutional funds and monitoring operational ... this role you will manage the valuation processes for private and complex securities held across the Fidelity funds and accounts. You will coordinate the activities… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …vendor software and leading technical vendor engagementAbility to learn new business workflows, concepts, and processesPassionate about using phenomenal engineering ... to deliver solutions in new and creative waysYou have great communication skills and...TeamDue to the breadth and complexity of the various securities held in Fixed Income funds, our technology must… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …work closely with portfolio managers, traders, research analysts and investment operations professionals. \u00A0The position requires a familiarity with fixed income ... improve, iterate and further automate existing end user applications and develop new end user tools.Perform analysis projects in conjunction with the portfolio… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …services environmentSeries 7 preferredShown knowledge of the brokerage business, operations & accountingDeep understanding of margin and option strategiesExcellent ... timely, informed decisions that advance critical priorities, capitalize on new opportunities, and resolve problemsYou have excellent relationship and partnership… more
- Fidelity TalentSource LLC (Westlake, TX)
- …integrating with microservices and orchestration. Passionate and committed to learning new things and developing with the latest technologies and frameworks Work ... necessary Mentor junior software engineers The Team Fidelity Fund Investment Operations (FFIO) provides accounting and investment management support services for… more
- UMB Bank (Kansas City, MO)
- The Securities Services Operations Associate Senior is a part of the Trust Operations team that assists with the processing of incoming and outgoing ... support for our mutual fund and trust customers. These Securities Services Operations Associate Seniors...to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career.… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Securities Operations Associate as part of the Advisory Manager Liaison and Reconciliation Team within Wealth ... managers for Wells Fargo brokerage and wealth services. The Associate will work as a liaison and perform system...tasks and help identify opportunities for process improvements within Securities Operations + Review basic or tactical… more
- JPMorgan Chase (Brooklyn, NY)
- …our team! Client Solutions Managers are responsible for the project management of new and incremental client business to the Securities Services organization ... Corporate Investment Bank, you will be responsible for the project management of new and incremental client business to the Securities Services organization. You… more
- Citigroup (Getzville, NY)
- …and standards + Provide informal guidance or on the job training to lower level/ new securities processing team members when required + Appropriately assess risk ... Other job-related duties may be assigned as required. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives… more
