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Reposted 14 Days AgoSaved
In-Office
Seattle, WA, USA
29-29 Hourly
Entry level
29-29 Hourly
Entry level
Fintech • Financial Services
Supports investment-management operations across client onboarding, trade settlement, portfolio reconciliation, corporate actions, billing, account maintenance, and oversight. Responsibilities include processing transactions, researching and resolving issues, verifying work, maintaining client records, reporting metrics, and communicating with stakeholders. The role requires accuracy, organization, analytical problem-solving, and the ability to manage high data volumes under deadlines. This is a 16-week paid return-to-work program with hybrid Seattle office attendance.
Top Skills: Apx Portfolio Accounting SystemExcelMicrosoft Office Suite
Reposted 14 Days AgoSaved
In-Office
Mumbai, Maharashtra, IND
Senior level
Senior level
Fintech • Financial Services
Manage EMEA equity documentation activities in Mumbai, including drafting, negotiating, and executing ISDA, CSA, equity derivatives, prime brokerage, and securities-lending agreements. Lead and develop a team of lawyers, review client constitutional documents and legal opinions, coordinate internal approvals, address business queries, support documentation projects, and oversee contract lifecycle management, execution processes, databases, due diligence, and stakeholder coordination.
Top Skills: Contract Database SystemsEquity OptionsEquity SwapsIm CsaIsdaOtc DerivativesPrime BrokerageVm Csa
Reposted 14 Days AgoSaved
In-Office
Chicago, IL, USA
29-29 Hourly
Junior
29-29 Hourly
Junior
Fintech • Financial Services
Provides inbound client support for account updates, money movement, and trade requests. Identifies customer needs, resolves issues, explains financial products, and uncovers sales opportunities. The role requires efficient process management, ongoing investment education, compliance with company conduct standards, and collaboration with internal teams. Morgan Stanley provides training for Series 7 and Series 63 licensing. This is a 16-week hybrid return-to-work program requiring three office days weekly.
Reposted 14 Days AgoSaved
In-Office
Boston, MA, USA
58K-115K Annually
Senior level
58K-115K Annually
Senior level
Fintech • Financial Services
Wealth Management Associates provide exceptional service to clients and support Financial Advisors in building relationships, portfolio management, and executing marketing strategies while ensuring timely client care and assisting with financial planning.
Top Skills: ExcelMS Office
14 Days AgoSaved
In-Office
Chicago, IL, USA
35K-90K Annually
Entry level
35K-90K Annually
Entry level
Fintech • Financial Services
Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include processing money movements, answering account questions, preparing client meeting materials, supporting account opening and financial planning, managing calendars, coordinating calls and events, handling travel and expenses, and maintaining office documentation. The role also supports digital tool enrollment, marketing activities, business plans, and firm initiatives while maintaining compliance with policies and procedures.
Top Skills: EauthorizationEsignExcelMS OfficeMsonlineOutlookPowerPointWordZoom
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Reposted 14 Days AgoSaved
In-Office
2 Locations
85K-140K Annually
Senior level
85K-140K Annually
Senior level
Fintech • Financial Services
Own the roadmap, backlog, requirements, and delivery of Morgan Stanley and E*TRADE mobile app enhancements. Lead cross-functional Agile teams across design, technology, QA, legal, compliance, marketing, and client services. Analyze customer feedback, mobile analytics, competitor trends, and KPIs to prioritize features and measure outcomes. Manage testing, launches, documentation, business cases, and stakeholder communications while ensuring mobile, web, and API experiences meet client and architectural needs.
Top Skills: Agile DevelopmentApi ArchitectureMobile AnalyticsNative Mobile DevelopmentResponsive Web DevelopmentWcag Accessibility Standards
Reposted 14 Days AgoSaved
Hybrid
Glasgow, City of Glasgow, Scotland, GBR
Senior level
Senior level
Fintech • Financial Services
Design and govern enterprise-scale data infrastructure and roadmaps, oversee data platforms (lakes, warehouses), enforce governance, security, and compliance, enable self-service analytics and AI, and lead cross-functional architecture decisions and modernization.
Top Skills: AlationAnsibleApache NifiAWSAzureCollibraData LakesData WarehousesDatabricksGCPGithub ActionsGrafanaInformaticaItilJenkinsLokiMongoDBPostgresPrometheusPuppetRedshiftSnowflakeSplunkSQLTalendTerraformTogafZachman
Reposted 14 Days AgoSaved
In-Office
New York, NY, USA
155K-215K Annually
Senior level
155K-215K Annually
Senior level
Fintech • Financial Services
Deploys, supports, and optimizes enterprise network infrastructure across data centers, cloud, campus, branch, and internet-facing environments. Provides Tier-3 incident escalation, break-fix and maintenance support, coordinates production changes and remediation, and maintains network standards and documentation. Develops automation using Python, Ansible, and related tools, monitors performance, improves resiliency, and ensures security, audit, and regulatory compliance across global 24x7 operations.
Top Skills: AnsibleAPIsAristaBgpCiscoCloudwatchGitJIRANetwork WatcherOspfPythonTerraformVpc Reachability Analyzer
Reposted 14 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Provide high-touch client service and operational support to Financial Advisors/Private Wealth Advisors. Build trusted client relationships, execute client transactions, assist with digital and in-person marketing, prepare client reports and financial plans from firm systems, and support business development and team initiatives.
Top Skills: Firm-Approved SystemsInternet ApplicationsExcelMS OfficeMicrosoft Online
Reposted 14 Days AgoSaved
In-Office
South Jordan, UT, USA
Junior
Junior
Fintech • Financial Services
Processes tax-related transactions and client requests, supports wealth management gain and loss reporting, maintains data quality controls, ensures IRS and firm policy compliance, escalates issues, researches transaction discrepancies, and contributes to 1099 preparation projects. The role also requires collaboration across Operations, analytical problem-solving, clear communication, and developing expertise in firm systems and tools.
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