• Internal Audit Manager , Broker

    Charles Schwab (Westlake, TX)
    Broker - Dealer /Asset Management enterprise team is seeking an Internal Audit Manager . The Broker - Dealer /Asset Management team provides internal audit ... back office operational functions. Reporting to a Director of the Broker - Dealer /Asset Management enterprise team, the Internal Audit Manager will have… more
    Charles Schwab (07/18/25)
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  • Manager , Broker Dealer

    Capital One (Mclean, VA)
    Manager , Broker Dealer Accounting Does the idea of working with professional, highly trained accountants inspire you? Are you an accounting professional with ... highly motivated Accounting Manager to support Capital One Securities, a broker dealer registered with the Financial Industry Regulatory Authority (FINRA)… more
    Capital One (05/14/25)
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  • Senior Auditor, Broker Dealer /Asset…

    Charles Schwab (Austin, TX)
    …middle and back office operational functions. Reporting to a Director or Senior Manager in the Broker - Dealer /Asset Management enterprise team, the Senior ... 5+ years of financial services-related audit experience with growing responsibility. Broker Dealer /Asset Management experience specific to internal audit and/or… more
    Charles Schwab (07/24/25)
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  • Senior Manager , Capital Markets Governance…

    BMO Financial Group (New York, NY)
    dealer experience including SEC 15c3 experience, possessing a strong understanding of broker dealer operations and SEC/FINRA regulations. If you have ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
    BMO Financial Group (07/09/25)
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  • Broker - Dealer Customer Protection…

    Bank of America (Charlotte, NC)
    …and other MS Office products. **Desired Qualifications** : + Understanding of US Broker Dealer business, operations , and/or regulatory environment. + ... Broker - Dealer Customer Protection Program Lead Charlotte,...(CACG) Americas (AMRS) region. CACG is a Global Markets Operations team which provides front-to-back oversight of customer protection… more
    Bank of America (07/19/25)
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  • Broker - Dealer Accounting Group…

    Huntington National Bank (Chicago, IL)
    …the Business Segment Controller, this position will play a vital role in the broker - dealer 's day-to-day accounting operations . The role will be responsible ... for preparing journal entries, reconciling GL accounts, summarizing and analyzing daily trade activity, assisting in the preparation of various financial and regulatory reports and serve as a liaison to both internal and external audits. This position will… more
    Huntington National Bank (07/04/25)
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  • Audit Lead - Compliance C&IB/Treasury Management/…

    PNC (Chicago, IL)
    …the Compliance Audit team supporting Corporate & Institutional Banking, Treasury Management, Swap Dealer & Broker Dealer . This position is primarily based ... the field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Are you interested in an opportunity to join a dynamic and… more
    PNC (07/02/25)
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  • Financial Institutions Relationship Manager

    USAA (San Antonio, TX)
    …+ Subject-matter-expert level of business acumen in the areas of annuity business operations , broker dealer sales processes and paperwork, sales suitability, ... in annuity operations support and service, preferably within a broker - dealer or insurance company utilizing third-party annuities distribution. + 2… more
    USAA (07/11/25)
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  • Manager , Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …to execute and measure the plans following the credit union and the broker dealer 's guidelines. Responsibilities + Develop each employee to their highest ... L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas....Credit Union compliance training and those mandated by the broker - dealer . + Serve as a liaison between… more
    Atria Wealth Solutions (05/15/25)
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  • Compliance Governance & Operations

    TD Bank (Portland, ME)
    …and providing guidance on advertising and marketing materials for a broker - dealer /bank.** + **Prior testing, audit or business operations experience in areas ... to setting new industry standards. **Job Summary:** The Compliance Governance & Operations Manager leads the development and implementation (or lead support)… more
    TD Bank (07/26/25)
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