- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:The Role As a Manager for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and ... critical issues, and demonstrating strategic partnerships across the NF platform. The Manager is responsible for leading and developing the CM team, assisting with… more
- Fidelity TalentSource LLC (Durham, NC)
- …custody and trading services to retail and institutional clients. The Manager in Custody Operations is responsible for day-to-day oversight of operational ... and subject matter expertise regarding a range of activities to support institutional custody:Ensure all Custody Operations day-to-day activities are completed… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleIn the role of Senior Manager , Sales Enablement and Operations you will partner with key leadership teams across Fidelity ... Institutional Wealth Management Services (IWMS) including Segment Management, Segment...a client facing organization with 150+ associates! The Senior Manager will:Support Segment Management in creating sales and relationship… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The RoleAs a Fund Operations Manager , you will lead a team of analysts performing daily/monthly review of components of NAV (Net Asset Value), ... and develop talentLeadership by example The TeamAs part of Fidelity's Fund and Investment Operations (FFIO) business unit, the Fund Operations division… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:The Role The FAL CA Risk Manager is responsible for the accurate and timely reconcilement and processing of Domestic and International Corporate ... The Expertise and Skills You Bring8+ years of Brokerage Operations experience required.FINRA Series 7 required; within 90 days...as designee for controls as necessary.Work with the department manager to ensure the timely updating of all P&Ps… more
- Fidelity TalentSource LLC (Boston, MA)
- …at an institutionally scaled direct investment platform, preferably in an institutional asset manager such as a large family office, multi-family office, ... analyst support). The Expertise and Skills You BringPartner with investment and operations teams on portfolio management and oversight of existing holdingsServe… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The Fidelity Fund and Investment Operations (FFIO) technology team is looking for a best in class Lead Software Engineer to collaborate and ... technical and business partners.\u00A0How Your Work Impacts the OrganizationFidelity Fund & Investment Operations (FFIO) provides accounting and investment … more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleThe Director, Strategy is a member of the Fidelity Institutional WealthManagement Services (IWMS) organization and will play a key role in ... will drive day-to-day management and leadership of key cross-Fidelity Brokerage Operations and Technology (FBOT) strategic initiatives, support overall business unit… more
- Fidelity TalentSource LLC (Boston, MA)
- …& Legal, Risk & Compliance, Enterprise Technology & Global Services, and Fidelity Institutional & Fund and Brokerage Operations and Technology.The TeamThe Human ... Line HR, Talent Acquisition, Talent Management, Learning & Development, HR Operations , Sales Compensation, Communications, Finance and Workforce Analytics. We are… more
- Segal (New York, NY)
- …you will provide essential support to our Payroll department in their day-to-day operations . You will undertake a variety of tasks such as updating employee records, ... and payroll processing. This position reports to the Payroll Manager and is based in the New York office,...owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of… more
- Segal (New York, NY)
- …internal financial controls and procedures and, generally, supporting the daily operations of the Company's financial function. This position reports to the ... Manager , Project Accounting and is based in the New...owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of… more
- WSFS Bank (Wilmington, DE)
- …support to the advisor's clients and assist with support in day-to-day operations of the WSFS Wealth Investments, OSJ of Commonwealth Financial ServicesJob ... directly/build relationships with vendors/wholesalers regarding direct businessAssist Client Service Manager with monthly reports as requestedProvide assistance/serve as a… more
- WSFS Bank (Greenville, DE)
- …and maintain relationships with internal clients, including but not limited to: Trust Operations Employees, Trust Officer, Investment Manager , and supporting ... technology to support recordkeeping and payment historyInterface with Trust Operations Service Partners and other internal partiesMinimum Requirements: Minimum of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Client Facilitations team as part of Corporate ... firm and regulatory policy **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through… more
- BlackRock (Sausalito, CA)
- …with colleagues across a number of departments, such as Americas Institutional Business, Portfolio Management, Research, Operations , and Marketing. The ... of the client. + Strong business development experience (10-plus years) in the investment management industry, particularly the UHNW or Institutional space. +… more
- Bank of America (Dallas, TX)
- Institutional Portfolio Manager III Chicago, Illinois;Dallas, Texas; Charlotte, North Carolina; Atlanta, Georgia **Job Description:** At Bank of America, we are ... **Job Description:** This job is responsible for working with complex, institutional investors to create customized investment strategies. Key responsibilities… more
- Charles Schwab (Westlake, TX)
- …supporting the Advisor Services trading desk in building lasting relationships with investment advisors through the trade error process which includes, but are not ... with both clients and business partners including Sales, Settlement Service, Operations , Equity/Options Trading, Mutual Fund Trading, Margins, TAS and Registered … more
- MetLife (NY)
- …providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we ... Social Media Institutional Businesses Lead City/Cities Bridgewater, New York, Whippany...Global Corporate Marketing team focused on supporting our MetLife Investment Management (MIM) and Retirement Income Solutions (RIS) marketing… more
- Scotiabank (New York, NY)
- Manager , US Investment Banking Product Control **Requisition ID:** 197379 **Salary Range:** 85,700.00 - 159,100.00 _Please note that the Salary Range shown is a ... winning team, committed to results, in an inclusive and high-performing culture. ** Manager , US Investment Banking Product Control (197379)** **Global Banking and… more
- Scotiabank (New York, NY)
- Senior Manager , US Non- Investment Grade Credit Risk **Requisition ID:** 198410 **Salary Range:** 110,700.00 - 211,800.00 _Please note that the Salary Range shown ... Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more
