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Reposted 15 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Financial Services
The Operations Manager oversees service operations, leading a team of supervisors in account management, enhancing service quality, and implementing process improvements.
Top Skills: Finra RegulationsSeries 99Sie
Reposted 15 Days AgoSaved
Remote
Florida, USA
Senior level
Senior level
Financial Services
The Division Manager supports client relationship management, drives client loyalty, manages escalations, and develops marketing strategies for the Correspondent Clearing Division. They collaborate with various stakeholders and oversee project and vendor management, focusing on growth and profitability.
Top Skills: Ria Industry Knowledge
Reposted 15 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Financial Services
Lead Cost Basis and Tax Reporting Operations, develop business strategies, ensure regulatory compliance, manage performance, and inspire teams for operational excellence.
Top Skills: Financial MarketsPerformance ManagementProject Management
Reposted 15 Days AgoSaved
Remote
3 Locations
Mid level
Mid level
Financial Services
The Transition Consultant supports financial advisors' onboarding, coordinating transitions, providing guidance on policies, and ensuring a smooth process with strong project management skills.
Top Skills: Financial Services OperationsProject ManagementStandard Office EquipmentStandard Software Packages
Reposted 15 Days AgoSaved
In-Office
Pittsburgh, PA, USA
Mid level
Mid level
Financial Services
The ACH Operations Specialist manages ACH file processing and exceptions, conducts fraud monitoring, reconciles accounts, and supports client communications. Responsibilities also include training new employees and working with various teams to ensure compliance and efficient operations.
Top Skills: Ach ProcessingFraud MonitoringGeneral Ledger AccountingNacha Rules
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Reposted 15 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
Lead medium-complexity projects end-to-end: gather and document business and technical requirements, map processes, develop schedules, coordinate cross-functional teams, track performance and deliverables, and serve as SME and liaison between business and technical stakeholders to implement solutions on time and within scope.
Reposted 15 Days AgoSaved
In-Office
Southfield, MI, USA
Senior level
Senior level
Financial Services
Administer and support enterprise workload automation, scheduling, and MFT platforms. Monitor batch jobs and file transfers, troubleshoot failures, perform root cause analysis, and drive automation to reduce manual intervention. Ensure compliance and audit readiness (SOX), maintain runbooks and documentation, coordinate onboarding/migrations, and collaborate with application, infrastructure, vendors, and business stakeholders.
Top Skills: Ai ToolsAirflowAPIsAutomation ScriptingCloud-Based SchedulingConnect:DirectContainerizationControl-MEnterprise Monitoring And Alerting ToolsManaged File Transfer (Mft)SftpSterling
Reposted 15 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Financial Services
The Director of Operations oversees teams for service excellence, training, and advisor experience, ensuring quality standards and effective onboarding processes while managing operational performance and strategic plans.
Top Skills: Call Center OperationsData AnalyticsQuality AssuranceTraining Programs
Reposted 16 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
Lead complex employee relations cases, advise leaders on performance management and discipline, partner with Employment Law on high‑risk matters, analyze ER data and produce reports, draft/update policies, mentor ER advisors, and drive proactive initiatives to mitigate risk and improve workplace culture while ensuring legal compliance.
Top Skills: Microsoft Office SuiteWorkday
17 Days AgoSaved
In-Office
Philadelphia, PA, USA
Entry level
Entry level
Financial Services
Support internal and external sales teams by handling inbound requests for proposals and reports, maintaining sales/referral databases, generating leads, scheduling appointments, and coordinating events (attendee tracking, venue management). Ensure compliance with industry regulations and company processes, meet deadlines, learn industry trends and internal systems, and perform other duties as required.
Top Skills: ExcelMorningstarSalesforce
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