• Technology Sales Specialist , Senior…

    Raymond James Financial, Inc. (New York, NY)
    **Description** Job Summary Technology Sales Specialist , Senior Associate, will work closely with the Senior Sector Specialist in an effort to maintain and ... and skills obtained through experience and/or training and provide advanced support to assigned Institutional Equity Sales professional. Maintains direct… more
    Raymond James Financial, Inc. (02/06/24)
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  • Risk & Valuations Sales Specialist

    Bloomberg (New York, NY)
    Risk & Valuations Sales Specialist (BVAL), Specialist Sales - Bloomberg Financial Solutions **New York, NY** Posted Mar 15, 2024 - Requisition No. 123852 ... clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their...the format they prefer. Out of the millions of securities that exist, most are thinly traded and difficult… more
    Bloomberg (03/16/24)
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  • Market Linked Sales Desk Specialist

    Bank of America (New York, NY)
    …market, and generally educate on underlying structures and indices. Additionally, internal sales specialist will support the external specialists and ... Market Linked Sales Desk Specialist New York, New...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
    Bank of America (03/22/24)
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  • Wealth Management Insurance & Retirement Solutions…

    JPMorgan Chase (Jersey City, NJ)
    …a divisional sales territory as the main point of contact for annuity sales support and education at JP Morgan Chase. + Collaborate with external carrier ... financial security for their families and businesses. **Job Responsibilities:** The Insurance Specialist Associate will support the growth and development of the… more
    JPMorgan Chase (03/15/24)
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  • Equity Trader / Specialist

    Atria Wealth Solutions (San Diego, CA)
    …Financial Group, Inc., Western International Securities , Inc., and SCF Securities , Inc. Atria's subsidiaries together support nearly 2,500 financial ... practices. We are looking for an Equity Trader / Specialist to responsible for the placing of all stock...flat. + Assist advisors with historical pricing of equity securities . + Request pricing on un-priced securities .… more
    Atria Wealth Solutions (03/27/24)
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  • Lead Institutional Investment Operations…

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and Investment ... Banking Operations. The Wells Fargo CIB Securities Tax Operations team leads global CIB first-line customer...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
    Wells Fargo (03/26/24)
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  • Buy In Specialist

    Wells Fargo (Charlotte, NC)
    …all begins with you. **About this role:** Wells Fargo is seeking a Buy-In Specialist as part of Corporate and Investment Banking (CIB) Operations. **In this role, ... + Monitor CNS obligations and liabilities and liaise with Securities Lending to remediate short positions and fails to...+ Basic knowledge of Microsoft PowerPoint is required to support the group's presentations to senior management. + Strong… more
    Wells Fargo (03/21/24)
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  • GWIM Credit Product Specialist

    Bank of America (Los Angeles, CA)
    GWIM Credit Product Specialist Los Angeles, California;Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
    Bank of America (03/22/24)
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  • Wealth Management Specialist - NPD

    Bank of America (Austin, TX)
    …acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works ... Wealth Management Specialist - NPD Austin, Texas **Job Description:** **Business...in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest… more
    Bank of America (02/09/24)
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  • Wealth Services Specialist

    HSBC (Depew, NY)
    … Middle Office and Operations on all trade related matters and reports + Support Sales Management and Regulatory Compliance + Respond to regulatory inquiries as ... our investors, our communities and the planet we all share. The Wealth Services Specialist provides trade execution and account support services to the Wealth… more
    HSBC (03/14/24)
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  • Trading Support Specialist

    Raymond James Financial, Inc. (Newark, NJ)
    …level knowledge and skills obtained through experience and/or training to provide support in specific trading activities within Fixed Income Capital Markets. Follows ... facts and information. Day to day operations include supporting Raymond James sales and trading staff for municipal, taxable, and syndicate desks. **Essential Duties… more
    Raymond James Financial, Inc. (01/31/24)
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  • Senior Client Outreach Specialist

    Guardian Life (Bethlehem, PA)
    …to help drive sales and service clients + Service Park Avenue Securities accounts including brokerage and advisory + Participate in Lead Generation efforts + ... our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to...have** + 5+ years life insurance and/or wealth management sales and support experience + Strong insurance,… more
    Guardian Life (01/26/24)
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  • Broker Dealer Operations Specialist

    Huntington National Bank (Columbus, OH)
    …required documentation and ensuring proper AML and OFAC screening of new accounts + Support operations of other institutional sales and trading products, such as ... ICS/CDARs and Money Market Fund investments + Provide operational support for To Be Announced (TBA) securities including monitoring ongoing collateral… more
    Huntington National Bank (02/08/24)
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  • Oversight and Suitability Specialist

    Guardian Life (Holmdel, NJ)
    …you have a true interest in investing and the rules and regulations of the securities industry? Do you also enjoy working from home? If so, the Supervision and ... the laws, regulations, products, and ethical standards of the securities industry when performing reviews. You will have the...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
    Guardian Life (03/27/24)
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  • Capital Markets Operations Specialist 1

    Truist (Atlanta, GA)
    …working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support or ... This role is responsible for processing transactions that supports Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within… more
    Truist (02/08/24)
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  • Portfolio Risk & PL Specialist

    SMBC (New York, NY)
    …etc. The Trading Risk & Control group in Capital Markets is established under Sales and Trading to ensure proper trading support and smooth operations. It ... SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130… more
    SMBC (03/12/24)
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  • Wealth Management - Latin America Private Bank…

    JPMorgan Chase (New York, NY)
    …you with the opportunity to take your career to the next level. As an Investment Specialist you will provide support to Investors in all facets of their daily ... on asset allocation + Build excellent working relationships with internal clients + Support coordination of sales effort with Investors + Adhere to internal… more
    JPMorgan Chase (03/23/24)
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  • Visualization & Reporting Specialist

    Morgan Stanley (Baltimore, MD)
    …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve ... illegal behaviors like money laundering, market manipulation, insider trading, unfair sales or trading practices and other financial crimes. Position Summary As… more
    Morgan Stanley (03/20/24)
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  • Deposit Services Specialist

    Raymond James Financial, Inc. (Pittsburgh, PA)
    …(HNW) clients.** **Job Summary** The Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account ... process and provides exemplary service and support to our clients. This position must partner effectively with the full Sales organization, Internal and External… more
    Raymond James Financial, Inc. (02/13/24)
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  • SEC & External Reporting Specialist

    Howmet Aerospace (Pittsburgh, PA)
    …strong ability to translate financial data into meaningful performance information. The Specialist , SEC & External Reporting is highly visible to finance leadership ... for the preparation of the Company's quarterly and annual filings with the Securities and Exchange Commission (SEC). This person will also be significantly involved… more
    Howmet Aerospace (03/13/24)
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