- Citizens (Newport Beach, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over… more
- Citizens (Johnston, RI)
- Description The Wealth Management Operations team services high net worth clients across platforms including Clarfeld's fully disclosed platform, and the legacy ... Citizens Wealth Management fiduciary business. The team is...corporate actions. We are seeking a Senior Trust Operations Specialist to join our Johnston-based team. This role is… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Location: San Francisco, FiDi Salary: $65-95k + YE Bonus We are partnering with a wealth management and investment firm offers a full range of financial services ... of investment solutions. They are seeking a Trade Operations Specialist to support a high-performing Private Wealth ...operations + Minimum of 2 years experience at a Wealth Management or RIA firm + Attention… more
- Guardian Life (New York, NY)
- … Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... with advisors on case design, strategy, and implementation for client portfolios + Partner with research and due diligence...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities… more
- HUB International (Myrtle Beach, SC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... **SUMMARY:** The Captive & Self- Insurance Employee Benefits Carrier Placement Specialist is an analytical and administrative position responsible for the end-to-end… more
- US Bank (Denver, CO)
- …and discover what you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Account Opening Specialist Team Lead is responsible ... for working with various areas within Wealth Management and Operations to successfully fulfill...Effective verbal, written, and interpersonal communication skills + Proven client service and problem resolution skills + Proficient computer… more
- Alight (IL)
- …and financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive ... of the journey. Your role will serve as the bridge between our Absence Management / Leaves product, sales, customer success, and enablement teams, ensuring that we… more
- Wells Fargo (Boston, MA)
- …Wells Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management . This role ... as well as serve as a primary business contact on key initiatives with Wealth , Compliance, Risk, regional management , and other home office departments + Manage… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... trading. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf **Group Details** Tradeweb is seeking an Integration Specialist to join our Market Support department. This role… more
- Wells Fargo (St. Louis, MO)
- … Specialist as part of the Alternative Investment Product team within Wealth and Investment Management Operations. The Alternative Investment Operations team ... Investment Products Review and Annual Outside Investment Fees. The Senior Specialist will be responsible for: Managing and executing complex operational processes,… more