- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Securities Tax Operations team as a ... operational risk **Required Qualifications, US:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- City National Bank (Los Angeles, CA)
- *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
- Wells Fargo (Minneapolis, MN)
- …this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Wealth and Investment Management Operations team. ... large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations + Review and analyze moderately complex… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Risk Service Programs, Conduct and Insights team within ... Wealth Investment Management Operations . This team aligns with...planning and deliverables; identify opportunity for process improvements within Securities Operations + Review and analyze moderately… more
- Truist (Atlanta, GA)
- …centric role 4 days per 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
- 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
- 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
- Wells Fargo (New York, NY)
- …It all begins with outstanding talent. It all begins with you. **Wealth & Investment Management (WIM)** is one of the United States' leading providers of financial ... and investment services. We offer a full range of personalized...activity. **About this role:** Wells Fargo is seeking a Securities Based Lending Risk Management Lead Working at Wells… 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
- Wesleyan University (Middletown, CT)
- …and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will work alongside an eight-person ... portfolio reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Perform daily reconciliations of… more