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Wealth Management Operations Analyst

MDMS Recruiting

Hybrid in New York, New York • Today

Easy Apply

Contract

50 - 55

Salesforce Functional Architect Manager - Wealth Management

Accenture LLP

New York, New York • Today

Full-time

USD 94,400.00 per year

Senior Value Engineer - Asset & Wealth Management

Celonis

New York, New York • Today

Full-time

USD 157,000.00 - 183,000.00 per year

Lead Value Engineer - Asset & Wealth Management

Celonis

New York, New York • Today

Full-time

USD 183,000.00 - 217,000.00 per year

Senior Data Analyst, Strategic Operations and Performance Management

City of New York

New York, New York • Today

Full-time

USD 90,000.00 - 100,000.00 per year

Business Operations Analyst - (Remote)

Workada

New York, New York • Today

Full-time

Compensation information provided in the description

IT Operations Support Analyst

Building Service 32BJ Benefit Funds

New York, New York • Today

Full-time

USD 82,500.00 - 92,500.00 per year

Threat Intelligence Analyst, Associate - Security Operations

Blackstone

New York, New York • Today

Full-time

USD 135,000.00 - 170,000.00 per year

Cybersecurity Engineer Vulnerability Management & Security Operations//(AV)

VISION INFOTECH INC.

New York, New York • 2d ago

Easy Apply

Contract, Third Party

Depends on Experience

Analyst, Data Operations, Ares Insurance Solutions (AIS)

Ares Management Corporation

New York, New York • Today

Full-time

USD 95,000.00 - 110,000.00 per year

Network Operations Analyst

Cantor Fitzgerald

New York, New York • Today

Full-time

USD 160,000.00 - 170,000.00 per year

Data Sourcing & Strategy Operations Analyst

Point72

New York, New York • Today

Full-time

USD 90,000.00 - 110,000.00 per year

Network Operations Analyst

Cantor Fitzgerald Securities

New York, New York • 3d ago

Full-time

USD 160,000.00 - 170,000.00 per year

Trade Management Analyst

Software Guidance & Assistance

New York, New York • Today

Contract

Product Manager – Wealth Management

RMS IT Solutions Inc

Remote • Yesterday

Easy Apply

Contract

Depends on Experience

Cyber Operations Analyst

InfoPeople Corp

Queens, New York • 15d ago

Easy Apply

Contract

Depends on Experience

People Operations Analyst - Hybrid

ApTask Global Workforce

New York, New York • Today

Full-time

USD 45.00 per hour

Data Analyst - Data Operations

Veho

New York, New York • Today

Full-time

USD 100,000.00 - 140,000.00 per year

Lead Analyst, Data Operations

T-Mobile

New York, New York • Today

Full-time

USD 112,930.00 - 225,860.00 per year

Lead Analyst, Operations Associate, Strategy & Transformation

TIAA

New York, New York • Today

Full-time

USD 83,700.00 - 117,000.00 per year

Lead Analyst, Operations Associate, Strategy & Transformation

TIAA

Hybrid in New York, New York • Today

Full-time

USD 83,700.00 - 117,000.00 per year

Cyber Operations Analyst

Spruce Technology Inc.

Queens, New York • 14d ago

Easy Apply

Contract

Depends on Experience

Lead Analyst, Operations Associate, Strategy & Transformation

TIAA

Hybrid in Woodbridge Township, New Jersey • Today

Full-time

USD 83,700.00 - 117,000.00 per year

Data Operations Analyst

Incipient Corp.

Remote • 2d ago

Easy Apply

Contract, Third Party

20 - 26

Operations Analyst 3

First Tek, Inc.

Remote • 23d ago

Easy Apply

Full-time

Depends on Experience

Security Operations Analyst

Robert Half

Remote or Minneapolis, Minnesota • Today

Easy Apply

Contract

USD 45.00 - 50.00 per hour

Mobility & Endpoint Architect Asset Management & Operations

Lumen Solutions Group Inc.

Remote • Today

Easy Apply

Contract

Depends on Experience

Product Data Scientist / Data Operations Analyst - W2 80-88/hr

Projas Technologies, LLC

Remote • Today

Easy Apply

Contract

$80 - $88

Member Data Analyst (healthcare operations)

General Dynamics

Remote • Today

Full-time

USD 64,230.00 - 85,100.00 per year

Media Operations Analyst, OpenAI Ads (Remote)

Forbes Advisor

Remote or Wilmington, North Carolina • 22d ago

Full-time

Job Details

Skills

Broker Dealer or Bank Experience
AML/KYC
Regulatory reporting
NetX360

Summary

Wealth Management Operations Analyst

Location: Madison, NY (4 days onsite), local and w2 only candidates

Duration: 6 Months +

Job Description: Responsibilities include but are not limited to:

Work with internal teams to open and maintain accounts for clients of the firm, including gathering documents, verifying key information, validating completeness and effectively communicating with business partners/stakeholders.
Facilitate the successful and smooth transition of securities and cash transfers including retrieving required documentation, working with internal and external partners, and effectively communicating with business partners/stakeholders
Provide specialized operational support to the structuring, booking, allocation, confirmation, settlement and reconciliation of primary and secondary securities, FX and Derivatives, including alternative investments.
Process and monitor all daily transactions, including FINRA TRACE reporting, FX/Swap reporting, trade feeds to internal and external systems, unmatched trades, failed trades, wire transfers, deposits, securities and cash transfers, control reporting and supporting tasks that support the effective running of the business
Ensure the team communicates with external and internal business partners/clients in a professional and timely manner with regards to troubleshooting exceptions and transactions, settlement exceptions, inquiries and client account related issues.
Foster a culture of partnership and collaboration with internal business partners/stakeholders including the Business teams, Product and Technology teams, and relevant support functions to identify customer needs, drive consistent communication and ensure service delivery at the highest possible level.
Identify and implement opportunities to improve department processes and culture across the team/functions/regions to maximize service, efficiency and productivity, while maintaining a controlled and risk-reduced environment.
Provide support for internal and external audits, risk assessments and reviews while ensuring department procedures, protocols, checklists and controls are adhered to.
Be aware of current and emerging industry regulatory requirements and identify key risks and controls in support of our businesses operating efficiently. Adhere to documented SLAs and KPIs to ensure consistent workflow efficiency while managing client and business expectations.
Provide support for technology and non-technology changes within the department, including idea generation, specification gathering, component and user testing, and regression testing to ensure effective and efficient delivery of change.

Required Skills:

Knowledge and understanding of account opening processes and KYC/AML rules and regulations for various account types including bank and brokerage accounts.
Knowledge and understanding of Cash, Securities, FX and Derivative products (Options and Swaps), related processes, and global financial markets.
Knowledge and understanding of trade processing, regulatory reporting, trade booking, allocation, confirmation, settlement, custody and reconciliation of financial products/markets.
Demonstrate strong analytical, problem solving, communication and organizational skills.
Demonstrate an understanding of various forms of risk, including market, operational, legal, and regulatory.
Demonstrate an ability to be a collaborative and effective member of a diverse and dynamic team environment, while servicing client to the highest standards.
Demonstrate an ability to identify and implement continuous improvement activities to support change within the department.
Knowledge and understanding of industry/market systems including DTCC, Euroclear, Fedwire, FICC, SWIFT, Bloomberg, NetX360

Required Experience:

Minimum of 2 years of operational support in financial services, preferably a broker-dealer, bank, or registered investment advisor.
Experience with client account opening and AML/KYC rules
Experience with Cash, Securities, FX and Derivative products, processes and markets.
Experience with regulatory reporting e.g. FINRA Trace
Experience in supporting and engaging with internal and external clients (e.g. Trading Desk, Wealth Management Advisors).
High school diploma or GED (bachelor’s degree is preferred e.g. economics, business, mathematics, or related)

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10501841
Position Id: MS-111226-1
Posted 11 hours ago

Fitment

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Marisol Santana

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Job Details

Skills

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Summary

Wealth Management Operations Analyst

Location: Madison, NY (4 days onsite), local and w2 only candidates

Duration: 6 Months +

Job Description: Responsibilities include but are not limited to:

Work with internal teams to open and maintain accounts for clients of the firm, including gathering documents, verifying key information, validating completeness and effectively communicating with business partners/stakeholders.
Facilitate the successful and smooth transition of securities and cash transfers including retrieving required documentation, working with internal and external partners, and effectively communicating with business partners/stakeholders
Provide specialized operational support to the structuring, booking, allocation, confirmation, settlement and reconciliation of primary and secondary securities, FX and Derivatives, including alternative investments.
Process and monitor all daily transactions, including FINRA TRACE reporting, FX/Swap reporting, trade feeds to internal and external systems, unmatched trades, failed trades, wire transfers, deposits, securities and cash transfers, control reporting and supporting tasks that support the effective running of the business
Ensure the team communicates with external and internal business partners/clients in a professional and timely manner with regards to troubleshooting exceptions and transactions, settlement exceptions, inquiries and client account related issues.
Foster a culture of partnership and collaboration with internal business partners/stakeholders including the Business teams, Product and Technology teams, and relevant support functions to identify customer needs, drive consistent communication and ensure service delivery at the highest possible level.
Identify and implement opportunities to improve department processes and culture across the team/functions/regions to maximize service, efficiency and productivity, while maintaining a controlled and risk-reduced environment.
Provide support for internal and external audits, risk assessments and reviews while ensuring department procedures, protocols, checklists and controls are adhered to.
Be aware of current and emerging industry regulatory requirements and identify key risks and controls in support of our businesses operating efficiently. Adhere to documented SLAs and KPIs to ensure consistent workflow efficiency while managing client and business expectations.
Provide support for technology and non-technology changes within the department, including idea generation, specification gathering, component and user testing, and regression testing to ensure effective and efficient delivery of change.

Required Skills:

Knowledge and understanding of account opening processes and KYC/AML rules and regulations for various account types including bank and brokerage accounts.
Knowledge and understanding of Cash, Securities, FX and Derivative products (Options and Swaps), related processes, and global financial markets.
Knowledge and understanding of trade processing, regulatory reporting, trade booking, allocation, confirmation, settlement, custody and reconciliation of financial products/markets.
Demonstrate strong analytical, problem solving, communication and organizational skills.
Demonstrate an understanding of various forms of risk, including market, operational, legal, and regulatory.
Demonstrate an ability to be a collaborative and effective member of a diverse and dynamic team environment, while servicing client to the highest standards.
Demonstrate an ability to identify and implement continuous improvement activities to support change within the department.
Knowledge and understanding of industry/market systems including DTCC, Euroclear, Fedwire, FICC, SWIFT, Bloomberg, NetX360

Required Experience:

Minimum of 2 years of operational support in financial services, preferably a broker-dealer, bank, or registered investment advisor.
Experience with client account opening and AML/KYC rules
Experience with Cash, Securities, FX and Derivative products, processes and markets.
Experience with regulatory reporting e.g. FINRA Trace
Experience in supporting and engaging with internal and external clients (e.g. Trading Desk, Wealth Management Advisors).
High school diploma or GED (bachelor’s degree is preferred e.g. economics, business, mathematics, or related)

Dice Id: 10501841
Position Id: MS-111226-1
Posted 11 hours ago

Fitment