- Truist (Atlanta, GA)
- …4 days a week* This position performs assigned duties within Securities Operations unit for the bank Wealth Management business. This position will also ... to time. 1. Participate in various processing functions for Wealth accounts, including securities and investment related...expertise. 6. Act as Subject Matter Expert (SME) for Securities Operations for processes assigned. 7. Stay… more
- Truist (Wilson, NC)
- …at 2713 Forest Hills Road, Wilson, NC. This position performs assigned duties within Securities Operations unit for the Wealth Management business. This ... more years of Wealth Management experience. 3. Knowledge of securities operations . 4. Good verbal and written communication skills to interact with members… more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Securities Specialist - Wealth Operations or Senior level job and contemplates a ... to event types for Settlement Activity + Demonstrate strong knowledge of traded securities and complex asset types + Ensure accurate processing to avoid downstream… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Alternative Investment Product team within Wealth ... large-scale planning and deliverables; identify opportunities for process improvements within Securities Operations + Review and analyze moderately complex… more
- Bank of America (Iselin, NJ)
- Wealth Management Specialist Iselin, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Iselin/ Wealth -Management- Specialist \_25028889) **Job Description:** Merrill Wealth … more
- JPMorgan Chase (Columbus, OH)
- …Lending Specialist organization. As a Lending Product Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending ... the Underwriting, Monitoring, Risk, Loan Services and Wholesale Loan Operations internal partners is required to resolve production, quality...date as a condition of employment. + Experience with securities based lending in a wealth management… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back office support for the ... Wealth Management business segment. The Wealth Management Middle Office Core Unit consists of the...the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate (NRRE) … more
- HSBC (Miami, FL)
- …supports inquiries from Wealth Centers and internal clients such as WRMs ( Wealth Relationship Managers), Wealth Operations staff, Compliance and Sales ... maintenance services to clients, internal and external, and in multiple languages. As our Wealth Services Specialist you will: + Attend to phone lines in queue,… more
- Broadview FCU (Albany, NY)
- …of client appreciation events. Act as a liaison between Broadview Wealth Management and Broadview's Marketing team. Essential Job Functions/Responsibilities: + Build ... + Serve as the liaison between the Director, Advisory Sales and Director, Advisory Operations when needing user input or reporting an issue. + Collaborate with the… more
- Capital One (New York, NY)
- …team, the candidate will focus on operational and compliance audits, including operations of investment ( securities and transactions). Responsibilities: + Lead ... Principal Auditor (Experienced Senior Auditor), Corporate Compliance & Securities / Transactions Audits (Hybrid) Capital One's Audit...or more areas of compliance, such as consumer, brokerage, wealth management, or trust + 1+ years of experience… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a ** Wealth Management Portfolio Manager** to join our team. This position is located in Las ... Manager (PM) role is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors, to solicit new business… more
- Truist (Greensboro, NC)
- …loans originated through a variety of channels including the Community Bank, Wealth Division, Premier, Team Mate Banking and Electronic Delivery Channels in a ... activities may change from time to time. 1. Coordinate activities relevant to Wealth , Premier, Small Business and Retail loan requests. This includes working and… 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 ... Wealth , Corporate, Commercial, and Institutional Banking (WCIB) client accounts...by clients for various purposes. Accountable for setting up securities , general account and asset level maintenance with some… more
- 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 ... of this job is to monitor and post all domestic and foreign securities related dividends, interest, and principal pay-down payments to the Commerce Trust Company… more
- Citigroup (Irving, TX)
- …and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- Citigroup (New York, NY)
- …and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a ... to oversee and drive the most important strategic efforts within Cybersecurity Operations . This specialist will be responsible for refining requirements,… more
- Citigroup (Miami, FL)
- …**Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from the Banker ... new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB...telephone, email, fax or in person + Interface with Operations and Product Areas to insure timely response to… more