- Truist (Jupiter, FL)
- …**Please review the following job description:** This position performs assigned duties within Securities Operations unit for the Wealth Management business. ... equivalent work experience + Two or more years of Wealth Management experience + Securities Knowledge -...and written communication skills to interact with members of Securities Operations . + Good problem solving ability.… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Trade Support Team within Wealth and Investment ... large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations + Review and analyze moderately complex… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of Specialized Asset Support Services within Wealth and Investment ... as well as maintaining insurance on the bank's master trust policy. The Securities Operations Specialist will support leadership by being the point of… more
- TD Bank (Mount Laurel, NJ)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The US Wealth Operations Specialist I is an introductory role to Wealth ... operational tasks in support of one or more US Wealth Management lines of business. **Depth & Scope:** +...of accounting entries and procedures + Knowledge of trust operations processes + Strong arithmetic skills + Strong organizational… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back office support for the ... Wealth Management business segment. The Wealth Management Middle Office Core Unit consists of the...the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate (NRRE) … more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located in Las ... Manager (PM) role is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors, to solicit new business… more
- Morgan Stanley (Boston, MA)
- …(MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 ... on a high net worth sales desk and partner with an external Strategy Specialist . Primary Responsibilities: - Be able to master complex tax strategies and explain… more
- Atria Wealth Solutions (San Diego, CA)
- …their clients and develop meaningful relationships with them. We are looking for an Operations Support Specialist with superb customer service skills to join our ... and critical for great products, and satisfied customers. Atria Wealth Solutions, Inc. (Atria) is a wealth ...& Co., Inc., NEXT Financial Group, Inc., Western International Securities , Inc., and SCF Securities , Inc. Atria's… more
- Morgan Stanley (New York, NY)
- …is a global financial services leader with three core businesses - Institutional Securities Group, Wealth Management, and Investment Management. Wealth ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Vice President International Lending Specialist… more
- Bank OZK (Little Rock, AR)
- …Provides Trust system processing support to customer accounts for the Trust and Wealth Division related to certain accounting and securities transactions to ... Trust system processing s upport for all income or maturity accounting and securities transactions conducted for customer accounts of the Trust and Wealth … more
- JPMorgan Chase (Columbus, OH)
- …trusts and estates, loans, mortgages, and deposits. **Job Summary** : As an SBL Sr Specialist within Wealth Management Operations , you will be supporting the ... JP Morgan Asset & Wealth Management is a global leader in investment...of the client experience, working closely with lending advisory, operations , risk, and finance. The Securities Based… more
- Bank OZK (Little Rock, AR)
- …Provides Trust system processing support to customer accounts for the Trust and Wealth Division related to certain accounting and securities transactions to ... backup and cross-team support for other functions within the Operations department of the Trust and Wealth ...+ Knowledge of general financial principles. + Knowledge of securities industry transaction flow. + Ability to communicate effectively… more
- Fifth Third Bank, NA (Florence, KY)
- … Specialist II provides office management support for registered securities representatives (eg, Investment Executives, or Wealth Management Advisors). ... to the banking center partners as requested. + Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order… more
- Deloitte (Columbus, OH)
- Operations & Technology Transformation Specialist Master, Guidewire Data Migration - ETL Developer What we do Operations and Technology Transformation ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- 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
- US Bank (Milwaukee, WI)
- …One. **Job Description** **Unlock your potential** US Bank is hiring a **Custody Operations Specialist ** to support our _Custody Operations Settlement_ team. ... Some responsibilities include: + Accountable for setting up securities , general account and asset level maintenance. + Effectively and accurately coordinate, manage… more
- Fifth Third Bank, NA (Plymouth, MI)
- …Support Specialist I provides office management support for registered securities representatives (eg, Investment Executives or Wealth Management Advisors). ... to the banking center partners as requested. + Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 09 **Job Title: Ratings360(R) Platform Specialist ** **Grade Level (for internal use):** 9 **Location:** New York City ... + Creating partner relationships throughout the Commercial Product & Operations organization, and wider S&P Global Ratings Commercial team,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Morgan Stanley (New York, NY)
- …global financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's ... individuals based on their skills and talents. *_Division Profile:_* The Wealth Management Platforms organization manages digital platforms and experiences across… more
- Bank of America (Chicago, IL)
- …and senior managers in many business segments (Global Markets, Consumer, Global Wealth , and Investment Management, etc.), Operations , Technology, Risk, Legal and ... Compliance and Operational Risk Specialist Chicago, Illinois;Charlotte, North Carolina **Job Description:** At...Reporting (NFRR) Enterprise Area of Coverage (EAC), within Global Operations Compliance and Operational Risk, is looking for a… more