• Marex (New York, NY)
    …Serve as a subject matter expert ("SME") on products, regulatory reporting, and broker - dealer operations by maintaining proficient knowledge of applicable ... Role: Marex is seeking a Senior Compliance Officer - Broker Dealer Advisory who will provide compliance...are achieved. Work with business partners (ie, Surveillance, IT, Operations etc.) to develop and enhance systems, tools, reports,… more
    Upward (07/05/25)
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  • Capital One (Arlington, VA)
    Manager, Broker Dealer Accounting Does the idea of working with professional, highly trained accountants inspire you? Are you an accounting professional with a ... seeking a highly motivated Accounting Manager to support Capital One Securities, a broker dealer registered with the Financial Industry Regulatory Authority (… more
    Upward (07/20/25)
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  • Hennion & Walsh, Inc. (Parsippany, NJ)
    Operations Associate - FINRA Series 99 or...required Prior relevant experience with a Broker Dealer or Investment Advisor Working knowledge of FINRA , ... Hennion & Walsh is seeking a Series 99 licensed Operations Associate for our growing company. The position will...our growing company. The position will work within our operations department, processing client requests and helping us deliver… more
    Upward (07/23/25)
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  • Principal Financial Group (Roseville, CA)
    …or a related field preferred. 2+ years of related work experience in life insurance/ broker - dealer or RIA operations : client service, account opening, account ... investment account applications. Manage account openings and asset movement requests with broker dealer . Utilize industry technology, such as Salesforce CRM and… more
    Upward (07/20/25)
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  • National Life Group (Addison, TX)
    …and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA /SIPC, is a Broker / Dealer and Registered Investment Adviser affiliate ... notification and manager discretion). Minimum Qualifications Bachelor's degree in business, Operations Management, or related fields. 3+ years of experience in… more
    Upward (07/05/25)
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  • FIS, Inc. (New York, NY)
    …bonus if you have: Exposure to Compliance and Industry matters within a Broker - Dealer Solid operations background Strong understanding of securities ... Good all-round knowledge of US Retail, Advisory/Wealth, Correspondent Clearing and Institutional operations Good understanding of SEC, FINRA , MSRB, Fed, and… more
    Upward (06/27/25)
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  • Altruist (San Francisco, CA)
    …Domain knowledge and solid understanding of the investment management landscape and broker dealer need Technical aptitude - You're technologically savvy and ... for all issues affecting trading Liaise with the Customer Success, Trading Operations , and Compliance teams to investigate issues and work closely with engineering… more
    Upward (07/23/25)
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  • Senior Manager, Capital Markets Governance…

    BMO Financial Group (New York, NY)
    …experience including SEC 15c3 experience, possessing a strong understanding of broker dealer operations and SEC/ FINRA regulations. If you have dealt with ... this is a hybrid position that requires four days onsite at our New York office. Our ideal candidate has a SEC/ FINRA examiner background with broker dealer more
    BMO Financial Group (07/09/25)
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  • Senior Compliance Officer - Broker

    Marex (New York, NY)
    …Serve as a subject matter expert ("SME") on products, regulatory reporting, and broker - dealer operations by maintaining proficient knowledge of applicable ... Role: Marex is seeking a Senior Compliance Officer - Broker Dealer Advisory who will provide compliance...achieved. + Work with business partners (ie, Surveillance, IT, Operations etc.) to develop and enhance systems, tools, reports,… more
    Marex (05/31/25)
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  • Municipal Syndicate Operations Analyst

    Huntington National Bank (Chicago, IL)
    …, fixed income operations , or similar broker dealer operations experience Preferred Qualifications: + FINRA Series 52 or ability to obtain within ... municipal underwriting operations , fixed income operations , or similar broker dealer operations experience + High School diploma with 9 years of… more
    Huntington National Bank (07/09/25)
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