Wealth Operations Lead — Client Service & Compliance
Digital Insurance LLC
Digital Insurance LLC in New York, NY is hiring for an immediate support role within their wealth management and financial planning operations. The role focuses on ensuring smooth back-office operations and client service excellence. Responsibilities include collaborating with financial institutions, maintaining accurate records, and assisting advisors. The ideal candidate will have strong financial knowledge and communication skills, and familiarity with financial technology platforms. Competitive salary and benefits offered. #J-18808-Ljbffr Digital Insurance LLC
- ...dedicated professional for a vital role in wealth management operations, focused on ensuring smooth back-office operations and effective client service. The ideal candidate will handle... ...accurate records, and enforce compliance with regulations. With a Bachelor’s degree...Suggested
$90k - $110k
Immediate support role within wealth management and financial planning operations, ensuring smooth back‑office and client service excellence. Responsibilities Collaborate with custodians... ..., and beneficiary updates. Ensure compliance with regulatory requirements and...SuggestedWork experience placementWork at officeImmediate start- ...Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling... ...administration, and ensuring compliance while supporting financial... ...environment focused on exceptional client service. #J-18808-Ljbffr...SuggestedRemote work
- TD in New York is seeking a Business Services Manager to oversee business administration and service functions. The ideal candidate will work closely with Wealth Market Leaders to ensure compliance and effective onboarding. This role demands a strong organizational skillset...Suggested
- ...management professional to oversee branch operations and lead the Client Service Associate team in New York. The... ...within a broker dealer or wealth management firm and must hold an active... ...performance evaluations, training staff on compliance, and addressing supervisory issues....Suggested
- A leading security services provider is seeking a dedicated Supervisor of Security Officers in Georgia... ...overseeing personnel, ensuring compliance with security protocols, and training... ...customer service. Knowledge of security operations is essential for success in this position...
$164.5k - $205.6k
WilmerHale is a leading, full‑service international law firm with 1,000 lawyers... ..., excellent legal and client services; developing diversity... ...management and business operations of the Intellectual Property... ...employer and is committed to compliance with all applicable laws...Full timeWork at office$125k - $150k
...seeking an experienced professional in New York to provide operational and client servicing support to the Fund’s intermediary partners and retail... ...trading activities, client inquiries, and ensuring compliance with prospectus requirements. A comprehensive package of...- A financial services firm in New York is seeking a detail-oriented Manager to oversee daily operational functions and support team performance in a fast-paced environment. The role involves inputting and reviewing transactions, managing workflows, and fostering a collaborative...
$160k - $225k
...Counterparty Credit Risk (CCR) Operations IT Lead! Credit Risk Technology... ...performance and regulatory compliance of systems that calculate aggregate... ...key individuals, ensuring service quality, productivity, and... ...financial services to clients in 35 countries and 800 offices...Permanent employmentTemporary workFixed term contractWork at officeLocal areaRemote workWorldwide$160k - $250k
...as a Enterprise Architecture Operations Lead! In this role, you will... ...applications, platforms, and services; producing dashboards and... ...expectations (e.g., policy/standard compliance, exception handling,... ...comprehensive financial services to clients in 35 countries and 800...Work at officeLocal areaRemote workWorldwide$170k - $300k
...Citi's Global Wealth Management is building... ...experience for our clients. We define success... ...Reporting to the Operations Technology Head for... ...launch of market leading advisor experiences... ...for platform services as we grow the company... ...spend, regulatory compliance, and application security...Full time$28 - $36 per hour
...Bank is hiring an Assistant Branch Manager for its Astoria Branch in Queens, NY. The role requires overseeing daily operations, ensuring regulatory compliance, and supervising staff. Candidates should have a High School Diploma along with 5+ years in banking or management...Hourly pay$19 - $22 per hour
...team member in New York, NY to handle customer experience, store operations, and team leadership. The candidate will assist with opening and closing the store, manage customer service, and ensure compliance with inventory processes. Ideal applicants will have a year of...Hourly pay- ...transformation company, is seeking an Operations Lead for the Army TAP (Department of the... ...stakeholders, ensures VOW/CRS compliance, reviews service delivery quality, and supports customer... .... Experience working directly with clients and exercising independent judgment....
$65k - $72k
First Central Saving Bank in New York, NY is seeking a leader to oversee branch operations, ensuring compliance with policies and providing excellent customer service. The ideal candidate will manage staff, handle customer inquiries, and ensure operational efficiency....- ...seeking an Assistant Manager for a full-time role. You will oversee daily dispensary operations, ensuring compliance with New York cannabis regulations while providing exceptional customer service. This leadership position demands a candidate with experience in retail or...Full time
- ...Tax Partner for Private Client Services At EisnerAmper, we look for... ...Administrative and Practice Operations Leader. This role is focused... ...of practice priorities Lead PCS scheduling, resource planning... ...turnarounds or streamline compliance work, we're able spend more...Private practiceWork at officeLocal area
$90k - $110k
...Financial Services Specialist When you ask people what gives... ...teams to process client transactions, resolve discrepancies... ...updates. Ensure compliance with regulatory requirements... ...~5+ years' experience in wealth management operations preferred. ~ Familiarity...Work experience placementWork at officeLocal area$82k - $133k
...Coordination and Execution Lead the development and... ...integration within Wealth Management, including... ...opportunities and their operational impact. Partner with... ...organizational frameworks and compliance measures are in place.... ...a related financial services role. Exceptional...Temporary work- ...practices. Act as the internal expert on UDRP cases, and registry compliance matters, partnering closely with Legal and external registries... ...and support compliance initiatives to ensure registrar operations align with evolving policy and contractual obligations. Partner...Flexible hours
- ...LLC seeks a Branch Manager in Pennsylvania to oversee operations and ensure client services meet quality standards. The ideal candidate will manage... ...training, execute business development strategies, and ensure compliance with regulations. Preferred qualifications include...Work at office
- ...Inc. is seeking an experienced Phlebotomist to oversee operations at the Patient Service Center. You will verify test requisitions, perform blood... ...collections, and manage phlebotomy program functions ensuring compliance with regulations. The ideal candidate should have a...
- ...members deliver essential services that make spaces... ...revenue and a blue-chip client base, ABM delivers innovative... ...seeking a Director of Operations - Client Services to... ...Service Delivery * Lead daily operations... ...contractual commitments. Compliance, Safety & Quality...Contract workLocal area
$130.14k - $175k
...Overview** ABM is seeking a Director of Operations - Client Services to oversee all aspects of facilities... ...also oversees overall contract compliance, customer satisfaction, service performance... ...Oversight & Service Delivery** + Lead daily operations across janitorial,...Contract workLocal area- ...Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the $6B+ Wealth Management business. Our programs,... ...Product Specialists, Legal, Risk, Compliance, Operations, Technology, and Marketing to implement...Work at officeShift work
- ...remote role. This position involves leading a team that manages provider enrollment... ...a strong background in healthcare operations and leadership experience. The role also requires compliance oversight and support to enhance service level expectations. Strong...Work at officeRemote work
- ...A healthcare equipment provider is seeking a detail-oriented Operations Supervisor to manage remote DME operations. This role involves... ...insurance coverage, handling prior authorizations, and ensuring compliance with healthcare regulations. Ideal candidates will have over 3...Remote work
- ...A leading family office is looking for a Family Office Administrator/Operations Lead to manage day-to-day operations, coordinate with external advisors, and oversee staff. The ideal candidate will have over 10 years of experience in related operational roles and possess...Work at officeRemote work
$30 - $37 per hour
...FashionUnited seeks a Lead Operations professional to oversee production transactions and manage logistics within compliance. The role requires 4-5 years of operations experience, strong communication abilities, and problem-solving skills. Candidates should be proficient...Hourly pay
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