• Sales Support Specialist

    Citigroup (Boston, MA)
    …Sales Enablement Team** The sales enablement team works closely with the Securities Services Sales, Client Executives and Account Managers. We provide expertise in ... targets. If you can write well in English, have a understanding of securities services, manage projects and people, are detailed orientated and have a perfectionist… more
    Citigroup (05/17/24)
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  • Restricted Securities Generalist

    Morgan Stanley (New York, NY)
    …highest rank in the industry in quality and service. As part of the Restricted Securities Specialist Team you will devote your time to performing due diligence ... and approving transactions related to restricted and control securities . You will liaise with Financial Advisors and their client's, Issuer's counsels, Legal,… more
    Morgan Stanley (05/25/24)
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  • Investment Management Cash & Securities

    MassMutual (Springfield, MA)
    …Opportunity** As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business ... investment operations experience; prefer experience in back-office securities operations (reconciliation of cash to receivables/payables, technical… more
    MassMutual (05/03/24)
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  • FSI Sr Account Executive, Capital Markets…

    Amazon (New York, NY)
    …strategic initiatives. You will also be working with cross-functional team members, specialist teams, and AWS Partners. You empower your customers to solve ... stakeholders across customer's organization. This includes C-level executives, engineering, IT/ operations , partner org, and sales * Collaborate with all appropriate… more
    Amazon (06/04/24)
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  • Lead Institutional Investment Operations

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Asset Services team as part of Corporate and ... client account onboarding, cash payments, customer service, funding or custodial operations , securities settlement services, structure loan operations ,… more
    Wells Fargo (06/06/24)
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  • Senior Institutional Investment Operations

    Wells Fargo (Charlotte, NC)
    …**About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist Military Apprentice for our Corporate and Investment Banking ... obtained the required experience of a fully functioning Senior Institutional Investment Operations Specialist **Required Qualifications, US:** + 2+ years of… more
    Wells Fargo (05/29/24)
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  • Purchasing Operations Specialist

    SMBC (White Plains, NY)
    …and buying channel strategies and operational procedures. Reporting to the Purchasing Operations Supervisor, the Purchasing Operations Specialist plays a ... and supporting purchase transactions through the Coupa system. The Purchasing Operations Specialist supports both internal stakeholders and suppliers with… more
    SMBC (03/20/24)
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  • Trust Operations Specialist II

    Bank OZK (Little Rock, AR)
    Trust Operations Specialist II + Job ID: 13464 + Functional Area: Trust and Wealth + Position Type: Full-Time Regular + Experience Required: 1 - 3 Years + ... Location: Little Rock, AR Corporate Headquarters + Department: Trust Operations + Education Required: High School Diploma or Equivalent + Relocation Provided: Email… more
    Bank OZK (05/02/24)
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  • Broker-Dealer Operations Specialist

    Guardian Life (Holmdel, NJ)
    The Operations Sr Specialist will serve as...3 or more years of extensive industry experience + Securities license preferred (Series 7 or 6) + Knowledge ... Proposals, Multiple Account Proposals as well as our Digital strategy. The Operations Sr Specialist will intimately understand how our Portfolio Administration… more
    Guardian Life (06/05/24)
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  • Investment Operations Specialist

    Morgan Stanley (Seattle, WA)
    …each other to process all tasks throughout the day. ABOUT THE ROLE The Investment Operations Specialist works closely with the team on ensure all sponsors have ... its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** * Investment Operations Specialist - Parametric* **Location:** *Washington-Seattle* **Requisition… more
    Morgan Stanley (05/30/24)
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  • JP Morgan Wealth Management- Vice President,…

    JPMorgan Chase (Columbus, OH)
    The Chase Wealth Management Lending Product Specialist (LPS) Vice President serves as a regionally aligned point of contact for all securities -based lending ... providing seamless execution of all new lending requests. The Lending Product Specialist is responsible for driving broader awareness of our lending capabilities and… more
    JPMorgan Chase (05/16/24)
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  • Principal Review Specialist

    Fifth Third Bank, NA (Cleveland, OH)
    …Bancorp. Mitigate risk of loss and regulatory risk incurred by Fifth Third Securities . Responsible and accountable for risk by openly exchanging ideas and opinions, ... + Approves or rejects a subset of business processes including rollovers, securities and / or insurance transactions for the broker-dealer, investment advisor and… more
    Fifth Third Bank, NA (06/04/24)
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  • Wealth Operations Business Mgmt.…

    TD Bank (New York, NY)
    …hiring in Mt. Laurel, NJ, New York, NY and Boston, MA. The Wealth Operations Business Mgmt. Specialist manages a diverse portfolio of business management ... Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own… more
    TD Bank (06/08/24)
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  • Capital Markets Operations

    Truist (Charlotte, NC)
    …This role is responsible for processing transactions that supports Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within ... Capital Markets Operations . Major responsibilities include working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement… more
    Truist (06/01/24)
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  • Operations Specialist IMO

    US Tech Solutions (Boston, MA)
    …and verification, processing and recording and reporting and reconciliation. + The Operations Specialist must have the ability to identify market related ... 3 days in office** + Candidate is responsible for performing specialized operational securities processing activities in support of the firm's business lines. + This… more
    US Tech Solutions (05/10/24)
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  • Senior Treasury Specialist

    ElectriCities of North Carolina (Raleigh, NC)
    …Agency and ElectriCities accounts. + Daily management of all monies and investment securities of both short-term and long-term funds for all NCEMPA accounts, managed ... + Direct the settlement of all purchases, sales and activities of investment securities between the Agencies' brokers/dealers and/or banks. + Process and verify all… more
    ElectriCities of North Carolina (05/16/24)
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  • Business Operations Specialist III

    ManpowerGroup (Baltimore, MD)
    **_**ONSITE -PRATT ST BALTIMORE **_** **Business Operations Specialist III Job Description** We are recruiting for a variety of roles within our Middle Office ... and other operational teams. Responsible for ensuring fixed income issuers and securities are setup correctly and providing support to FI credit analysts including… more
    ManpowerGroup (06/08/24)
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  • Managed and Advised Account Operations

    Charles Schwab (Phoenix, AZ)
    …and transform the finance industry together. The Managed and Advised Account Operations Advisor Services (MAAO) team performs a variety of functions primarily on ... research and resolve client operational issues. Functions can vary but key Specialist responsibilities include: + Enrolling and un-enrolling client accounts into the… more
    Charles Schwab (06/03/24)
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  • Senior Utility Specialist

    Commerce Bank (Kansas City, MO)
    …compensation range for some roles. This compensation range is for the Senior Utility Specialist - Operations job and contemplates a wide range of factors that ... required + 4+ years trust or financial services experience related to securities , reconciliation and accounting preferred + Knowledge of retail operations more
    Commerce Bank (05/02/24)
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  • Post Trade Processing and Corporate Actions…

    S&P Global (New York, NY)
    …**Grade Level (for internal use):** 12 **The Team:** The Corporate actions and Securities processing segment sits within S&P Global Market Intelligence and is an ... complex corporate actions operational workflow. This segment also includes a Securities Processing solution, that helps universal banks and custodians, to redefine… more
    S&P Global (03/31/24)
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