- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist . This role is critical for the setup, ongoing support, and ... and larger WIM Operations . Some of the key responsibilities include: + The Senior Securities Operations Specialist will own the End to End of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment ... career areas and lines of business at wellsfargojobs.com . This tax technical Senior Specialist will support Fiduciary Tax Services as an individual contributor… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** The Investment Contact Center is seeking a Senior Securities Operations Specialist to drive transformation within the contact center ... may lead team to meet deliverables **Required Qualifications:** + 4+ years of Securities Operations experience, or equivalent demonstrated through one or a… more
- Charles Schwab (Lone Tree, CO)
- …matters including Schwab client tax reporting, cost basis, corporate actions, securities operations , distributions, and client reporting products. Alternative ... Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations . + Anticipate client issues and...goals and objectives. Peer influence skills a must as senior administrators will be required to help drive and… more
- Citigroup (Tampa, FL)
- **Job purpose:** Securities Service is a key business within the Citi Institutional Clients Group. The business covers Custody, Funds Services and Direct Custody ... operational and satisfied post go-live. + Partner up with BAU Operations to champion operational solutions and challenge manual/bespoke/inefficient processes to… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role **Job Description:** At TD Securities , the Investment Banking Credit function is an integral part of the full ... markets and banking advice and transaction executions worldwide. TD Securities offers its US based employees the advantage of...a major global investment dealer. Confidence in our US operations systems stems from the recognition of our in-depth… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist (DTC Team Lead) as part of Corporate and Investment ... + Manage client account onboarding, cash payments, customer service, funding operations , custodial operations , securities settlement services, structured… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As an Accounting Specialist Senior within PNC's Capital Markets Finance organization, you will be ... PNC Capital Markets forward. PNCCM is registered as a securities broker and dealer, and we provide support to...management. Key stakeholders include Bank Accounting, LOB Finance, Risk, Operations , Compliance and Legal. * Participate in the annual… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a ** Senior Institutional Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations ** team ... process cash related transactions, customer service, project support, funding operations , settlement services, trade reconciliation, researching inquiries, reviewing time… more
- JPMorgan Chase (Columbus, OH)
- …and estates, loans, mortgages, and deposits. **Job Summary** : As an SBL Sr Specialist within Wealth Management Operations , you will be supporting the JP Morgan ... of the client experience, working closely with lending advisory, operations , risk, and finance. The Securities Based Lending (SBL) team is designed to handle a… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Wells Fargo Securities (WFS) Customer Due Diligence team ... client account onboarding, cash payments, customer service, funding or custodial operations , securities settlement services, structure loan operations ,… more
- SMBC (Jersey City, NJ)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers… more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a ** Senior Lead Quantitative Solutions Specialist ** to join the Market Risk Model Validation Team within Model Risk ... strategic partnerships. The ability to communicate with different audiences (technical specialist , senior management, regulators) both verbally and written is… more
- MUFG (Los Angeles, CA)
- …day. A member of our recruitment team will provide more details. We are seeking a Senior Loan Workout Specialist / Director in our Los Angeles or New York office ... reason(s) for default/financial distress; (iv) determine ability to turn around operations to realize improved financial performance; (v) prepare valuation analysis… more
- MUFG (Houston, TX)
- …A member of our recruitment team will provide more details. We are seeking a Senior Loan Workout Specialist , Vice President in our New York office to service, ... reason(s) for default/financial distress; (iv) determine ability to turn around operations to realize improved financial performance; (v) prepare corporate valuation… more
- Deloitte (Columbus, OH)
- Manager/ Specialist Master, Operations & Technology Transformation, Insurance, Guidewire Integration & Configuration What we do Operations and Technology ... in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Candidate profile The ideal candidate… more
- T. Rowe Price (Baltimore, MD)
- …years of total relevant work experience Preferred Qualifications: Experience with Middle Office ETF Operations or Specialist role including: + 3+ years of ETF ... all products including equity, fixed income, derivatives, Collateral and margin processing, securities lending and cash services, securities and account setup… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve ... As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position will be responsible for...ideal candidate must have proven experience with speaking to senior level executives and provide a concierge type service… more
- DuPont (Newark, DE)
- …in which we work and live. **Job description** **"CMPT Marketing - Product Specialist "** We are seeking a dynamic and detail-oriented Product Specialist to ... is a versatile role that blends the responsibilities of a Product Segment Application Specialist (50%) and a Product Line Specialist (50%). Reporting directly to… more
- CalSTRS (Sacramento, CA)
- Job Posting: Enterprise Information Management Specialist State Teachers' Retirement System JC-451458 - Enterprise Information Management Specialist STAFF ... seeking a motivated individual to work as a Staff Services Manager I ( Specialist ) in the Enterprise Information Management unit. Under the direction of the Teachers'… more