- Fidelity Investments (Boston, MA)
- …& Strategic Planning team collaborates deeply with Fidelity Digital Assets' product, operations, sales , and service teams to ensure business readiness for the ... including Product Strategy, Delivery, Operations, Legal, Risk, Compliance, Customer Service , and Marketing into clearly documented client journeys, business… more
- TD Bank Group (Miami, FL)
- …investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial ... role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping… more
- Northwestern Mutual (Poughkeepsie, NY)
- …in building a financial planning practice that focuses on: Planning Experience * Asset & Income Protection *Education Funding *Investment & Advisory Services ... has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to...must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and… more
- City National Bank (Los Angeles, CA)
- …compliance and regulatory requirements of all regulatory authorities and of City National Securities and the CNS Advisory and Asset Allocation Products. Maintain ... Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent… more
- JPMorgan Chase (New York, NY)
- …Manage the implementation of new and incremental client business into the Securities Services organization within JP Morgan's Corporate Investment Bank. Your ... Entities, and Insurance Companies. Solutions and Implementation activity encompasses all Securities Services products including Custody, Fund Accounting &… more
- JPMorgan Chase (New York, NY)
- …in driving client requirements gathering and proposing target solutions in the Securities Services industry. Your expertise will ensure seamless project ... forums. **Required qualifications, capabilities, and skills** + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund… more
- JPMorgan Chase (New York, NY)
- Join the Finance team that works with stakeholders across Securities Services in order to guide commercial decisions. As an Associate on the Pricing team, you ... opportunity to work directly in partnership with Product Management, Sales , Client Service , Operations, and others to...Economics, or other related area + Prior experience in Securities Services or Business Management role +… more
- TD Bank (New York, NY)
- …York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $150,000 - $200,000 USD TD is committed to providing fair ... TDS Treasury is part of Global Markets in TD Securities , and manages the dealer's liquidity, funding and non-trading...team is responsible for funding and liquidity activities and Asset and Liability management of TDS' US region entities.… more
- JPMorgan Chase (New York, NY)
- As a PricingDirect Securities Valuation Analyst on the Municipal Bond team, you will gain access to trading, research, analytics, and technology resources of ... for this role. **Job responsibilities** + Daily generation of securities valuations for multiple market closes, entailing start-to-end ownership responsibilities.… more
- TD Bank (New York, NY)
- …Team in Global Markets Transaction Management is an integral part of TD Securities . The group provides best-of-class service to business partners in TD ... risk. The position will be responsible for providing best-of-class service to clients of TD Securities and...for monitoring and control function for the Loan/High Yield Sales and Trading and Cross Asset Trading… more
- JPMorgan Chase (New York, NY)
- As a PricingDirect Securities Valuation Associate, you will gain access to trading, research, analytics, and technology resources of JPMC. You will be given the ... you to apply! **Job Responsibilities:** + Daily generation of securities valuations for multiple market closes, entailing start-to-end ownership responsibilities,… more
- Citigroup (Jersey City, NJ)
- …margin and collateral, with a strong appreciation of margin regulations, securities products, practices and risks, and/or product/ service design, execution ... a balanced and fresh viewpoint. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives Processing **Time Type:** Full… more
- Principal Financial Group (Minneapolis, MN)
- …+ High School Diploma or equivalent + 3+ years of experience in customer service , operations, financial services or business processing + Strong attention to ... **What You'll Do** Principal is seeking a ** Securities Operations Specialist II** to join our Trust...Lead and/or participate in production improvement efforts + Ensure service level agreements (SLAs) are met + Address procedural… more
- Citigroup (Tampa, FL)
- …Citi Benefits. https://www.citibenefits.com **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives Processing **Time ... Operations teams including product aligned Middle Office groups, Settlements, Margin, Asset Servicing, Listed Derivative & Commodities Operations. We support an… more
- SMBC (New York, NY)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... accurate records and reporting. SVP will work closely with Asset Management, Credit, Accounting and Sales teams...process. + 10+ years of specialized experience in Financial Services + Minimum of 7 years of asset… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …FUNCTION: Leadership, client-facing role, directing deal teams working on asset securitization transactions focusing on ABS esoteric structured products backed ... music and film royalties intellectual property, and whole business. Specific asset classes within digital infrastructure include data center, fiber, and cell… more
- Fifth Third Bank, NA (New York, NY)
- …GENERAL FUNCTION: Leadership, client-facing role, directing deal teams working on asset securitization transactions focusing on consumer ABS including auto loan and ... public and private (144a or 4a2) securitizations, portfolio purchases, and advisory services . Perform all underwriting and work with Credit on all execution… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Track and report on sales activity using CRM tools. + Provide exceptional service and support to clients, ensuring a seamless sales experience. **Skill in:** ... **Job Description** We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the… more
- Nuveen Investments (New York, NY)
- …and create key financial models of individual assets, asset transactions (purchases/ sales ); asset backed securities , private funds and current expected ... Duties** + Valuation: perform and coordinate valuations of assets and asset -backed issuance; manage relationships with internal stakeholders and external vendors for… more
- JPMorgan Chase (Boston, MA)
- Securities Services Sales in...enhancement solutions, with a proven track record of meeting sales targets. + Broad understanding of Asset ... including Central Banks, Public Sector, Corporates, Insurance Companies and Asset Managers. **Job Responsibilities:** + Develop and support the...program in collaboration with the broader Securities Services , Prime Services Sales team,… more
