- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Income Specialist - Wealth Operations or Senior level job and contemplates a wide ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...is to monitor and post all domestic and foreign securities related dividends, interest, and principal pay-down payments to… more
- US Bank (Milwaukee, WI)
- …from Day One. Job Description The Memo Processing team is hiring a Custody Operations Specialist 3 responsible for the operational support and processing of ... sizes established by clients for various purposes. Accountable for setting up securities , general account and asset level maintenance with some level of supervision.… more
- Morgan Stanley (New York, NY)
- …is a leading global financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. ... in the Division assess and actively manages risk, trade securities , and structure as well as execute innovative transactions...City. The candidate will act as a deal execution specialist , managing the front-to-back fixed income Structured Note and… more
- City National Bank (Newark, DE)
- *INVST OPERATIONS SECURITIES SPECIALIST * WHAT IS THE OPPORTUNITY? The Securities Specialist will support responsibilities assigned to the Trust ... 4 years of experience with procedures, practices and regulations governing trust- securities operations . *Additional Qualifications* * Ability to perform research… more
- Truist (Atlanta, GA)
- …role on-site 4 days a week* This position performs assigned duties within Securities Operations unit for the bank Wealth Management business. This position ... Participate in various processing functions for Wealth accounts, including securities and investment related transactions. 2. Lead...expertise. 6. Act as Subject Matter Expert (SME) for Securities Operations for processes assigned. 7. Stay… more
- Truist (Wilson, NC)
- …2713 Forest Hills Road, Wilson, NC. This position performs assigned duties within Securities Operations unit for the Wealth Management business. This position ... 2. Two or more years of Wealth Management experience. 3. Knowledge of securities operations . 4. Good verbal and written communication skills to interact… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Contact Center Securities Operations Specialist within the Workforce Management team to lead scheduling for a ... dynamic and fast paced Contact Center environment. **In this role, you will:** The Securities Operations Specialist will own the End to End of scheduling… more
- Commerce Bank (Kansas City, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Securities Specialist - Wealth Operations or Senior level job and ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SPECIALIST LEAD* WHAT IS THE OPPORTUNITY? The Investment Ops Specialist Lead will support responsibilities assigned to the ... 8 years of experience with procedures, practices and regulations governing trust- securities operations . *Additional Qualifications* * Requires interpretation and… more
- TD Bank (New York, NY)
- …working in a highly focused operation, while being part of a major global investment dealer. Confidence in our US operations systems stems from the recognition ... specific details for this role. **Job Description:** At TD Securities , the CIB Credit function is an integral part...of the full suite of services we offer under Investment Banking. Our Investment Banking professionals provide… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** Principal is seeking a ** Securities Operations Specialist II** to join our Principal Custody Solutions (PCS) team. If you enjoy working in ... problem-solving and communication skills, this may be the position for you! As a ** Securities Operations Specialist II** , you will perform a variety… more
- Citigroup (Jersey City, NJ)
- …perspectives, maintaining a balanced and fresh viewpoint. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives ... **Organization Overview:** Markets Operations represents the evolution and transformation of ...& Collateral Optimization Program for Markets is a multi-year investment initiative with a clear transformation objective. The successful… more
- Capital One (New York, NY)
- …team, the candidate will focus on operational and compliance audits, including operations of investment ( securities and transactions). Responsibilities: + ... Principal Auditor (Experienced Senior Auditor), Corporate Compliance & Securities / Transactions Audits (Hybrid) Capital One's Audit function is a dedicated group of… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** Principal is seeking a ** Securities Operations Specialist II** to join our Trust & Custody Department in Minneapolis, MN. If you enjoy ... institutional trust clients whose accounts are managed by an external Investment Managers. **Daily responsibilities include:** + Review, track and monitor reports… more
- Wells Fargo (Charlotte, NC)
- …Join us! **About this role:** Wells Fargo is seeking a **Senior Institutional Investment Operations Specialist ** for **The Structured Products Group (SPG)** ... so does the need to support our businesses and partners. The **Senior Institutional Investment Operations Specialist ** will work to support complex deals,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo seeks an **Institutional Investment Operations Specialist ** for **The Structured Products Group (SPG)** Team in **Corporate ... need to support our businesses and partners. The **Institutional Investment Operations Specialist will** work...Qualifications:** + Candidates should have an understanding of loan, securities , and finance terms and be able to explain… more
- Wells Fargo (Charlotte, NC)
- …all begins with you._ **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist within our Mortgage Banker Finance Group ... issues and achieve goals **Required Qualification:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Tax Operations team within Corporate & ... issues and achieve goals **Required Qualifications:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Robert Half is looking for a Senior Operations Specialist to join our client's team in the Philadelphia area. This Senior Operations ... and resolve reconciliation issues in real time. Requirements The ideal Senior Operations Specialist candidate should have a Bachelor's degree or equivalent… more
- Guardian Life (Holmdel, NJ)
- The Operations Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as ... Account Proposals as well as our Digital strategy. The Operations Specialist will intimately understand how our...as point of contact for customer inquiries from our Investment Advisers, 3rd Party sponsors, and other internal Guardian… more
