- 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 Securities Operations Specialist to join the Voluntary Corporate Actions team within Wealth & Investment ... complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations . + Review and analyze basic or tactical… 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
- 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
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