- Truist (Jupiter, FL)
- …**Please review the following job description:** This position performs assigned duties within Securities Operations unit for the Wealth Management business. ... equivalent work experience + Two or more years of Wealth Management experience + Securities Knowledge -...and written communication skills to interact with members of Securities Operations . + Good problem solving ability.… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Trade Support Team within Wealth and Investment ... large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations + Review and analyze moderately complex… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of Specialized Asset Support Services within Wealth and Investment ... as well as maintaining insurance on the bank's master trust policy. The Securities Operations Specialist will support leadership by being the point of… more
- TD Bank (Mount Laurel, NJ)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The US Wealth Operations Specialist I is an introductory role to Wealth ... operational tasks in support of one or more US Wealth Management lines of business. **Depth & Scope:** +...of accounting entries and procedures + Knowledge of trust operations processes + Strong arithmetic skills + Strong organizational… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back office support for the ... Wealth Management business segment. The Wealth Management Middle Office Core Unit consists of the...the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate (NRRE) … more
- Guardian Life (Bethlehem, PA)
- …or operations environment preferred. + Strong insurance, retirement and/or wealth management knowledge preferred. + College degree, or relevant work experience. ... to build a career with our financial services and wealth management team. **You have:** + 3+ years in...raise the bar. **Reporting Relationships:** As our Customer Service Specialist , Park Avenue Securities , you will report… 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
- Morgan Stanley (Boston, MA)
- …(MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 ... on a high net worth sales desk and partner with an external Strategy Specialist . Primary Responsibilities: - Be able to master complex tax strategies and explain… more
- Atria Wealth Solutions (San Diego, CA)
- …their clients and develop meaningful relationships with them. We are looking for an Operations Support Specialist with superb customer service skills to join our ... and critical for great products, and satisfied customers. Atria Wealth Solutions, Inc. (Atria) is a wealth ...& Co., Inc., NEXT Financial Group, Inc., Western International Securities , Inc., and SCF Securities , Inc. Atria's… more
- Morgan Stanley (New York, NY)
- …is a global financial services leader with three core businesses - Institutional Securities Group, Wealth Management, and Investment Management. Wealth ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Vice President International Lending Specialist… more