- Raymond James Financial, Inc. (Memphis, TN)
- …+ Assist in creating, enhancing, and maintaining the infrastructure to support business operations within Fixed Income Capital Markets. + Stays up ... functional areas to accomplish objectives. + Performs a variety of operations procedures within Fixed Income . + Read, interpret, analyze and apply… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and Responsibilities** + Creates, enhances and maintains the infrastructure to support business operations within Fixed Income Capital Markets. + Interprets ... procedures used in the securities industry. + Principles of banking and finance operations . + Financial markets and products. **Skill in** + Organization + Attention… more
- Charles Schwab (Phoenix, AZ)
- …retail and registered investment advisor (RIA) clients. Within WAS, the Senior Manager, Fixed Income Offer Management will be a part of the Investment Offers ... managed account offers as well as third-party product marketplaces, including fixed income , mutual funds, ETFs, alternative investments, managed accounts,… more
- Citigroup (Getzville, NY)
- …and validate potentially complex material from multiple sources, including external clients and internal operations groups + Serve as an advisor and coach to new ... trading desks and branch offices in coordination with the Operations - Transaction Services team.The overall objective of this...develop added solutions and oversee the integrity of process, operations and end results + Assist with overseeing the… more
- Applied Materials (Austin, TX)
- …outside of fixed asset team. Maintain libraries of guides and desktop procedures. ** Fixed Asset - Income Tax related** + Review all asset additions to ensure ... to adopt a different point of view **Role:** Global Fixed Assets Process Owner This is a high visibility,...Partner with and influence other areas of Finance and Operations to follow said process and procedures. + Monitor… more
- Neuberger Berman (TX)
- …and business development skills; existing RIA relationships a plus + Strong fixed income /ETF background with a fundamental understanding of alternatives desired ... **Summary** The RIA Client Advisor is responsible for furthering the growth of...June 30, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private… more
- Reynolds & Reynolds (San Antonio, TX)
- …(Service Advisor , Parts Counter, Parts Manager, Service Manager, Fixed Operations Director)~^~High School Diploma or equivalent; Bachelor&'s preferred ... industry.As a Parts Manager - Service Manager - Service Advisor your primary focus will be to establish professional...bonuses after the 6-9 month training period. Total targeted income after training (including base and bonuses) is $80,000+.… more
- City National Bank (Los Angeles, CA)
- …service support for our new clients and new accounts, specialty finance, interest rate, fixed income , supply chain, and a variety of other operations -based ... *Financial Operations Services Analyst - Leadership & Excellence Analyst...* High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness,… more
- Robert Half Finance & Accounting (Englewood, CO)
- …opening. This role is responsible for the timely and accurate execution of equity, fixed income , and ETF trades across client portfolios. The Execution Trader ... wealth management environment. Key Responsibilities: + Execute trades across equities, ETFs, fixed income , and mutual funds on behalf of portfolio managers… more
- T. Rowe Price (Owings Mills, MD)
- …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... role in supporting the development and delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to present to their… more
- Mizuho Corporate Bank (New York, NY)
- …management and reporting for non-financial risks across the Firms Front Office Divisions ( Fixed Income , Equities, Investment Banking.) + Be a trusted advisor ... to all businesses and legal entities across Mizuho US Operations (MUSO). Effectively and efficiently managing risk on a...span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX,… more
- Neuberger Berman (New York, NY)
- …assets (as of June 30, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more
- Charles Schwab (Westlake, TX)
- …and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory ... Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a… more
- Charles Schwab (Westlake, TX)
- …marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income , Annuities & Insurance, and 529). Our mission ... (eg, product leaders, research partners, and leaders across Investor Services, Advisor Services, Operations , Technology, Legal and Compliance) and external… more
- First Horizon Bank (Maryville, TN)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... : The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- Mizuho Corporate Bank (New York, NY)
- …and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. ... determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation (… more
- Neuberger Berman (New York, NY)
- …assets (as of June 30, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on ... support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the… more
- Mizuho Corporate Bank (New York, NY)
- …and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. ... the impact on the services delivery of the bank's critical operations .The department addresses both Resilience Transformation and Resilience Operations .… more
- Citigroup (Tampa, FL)
- …. We support an extensive range of Capital Markets products and services including Fixed Income (FX, Rates, Credit, Muni, Cash and Derivatives) where Citi is ... **Organization Overview:** Citi Market Operations Technology is currently at a pivotal point...define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating… more
- City of Toledo (Toledo, OH)
- …compliance. + Responsible to Toledo-Lucas County Plan Commission, serving as technical advisor to the Commission on area planning and development. + Designs ... and services. + Presents, justifies, and defends departmental programs, operations , and activities; negotiates and resolves controversial department issues. +… more