Investment Trading Specialist — Precision, Compliance & Client Impact
DSB Rock Island Wealth Management, LLC
DSB Rock Island Wealth Management, LLC in Minnetonka, MN is seeking an Investment Trading Specialist to join our Wealth Management team. You will execute investment trades, support portfolio implementation, and help ensure an exceptional client experience through accurate trade execution, regulatory compliance, and operational excellence. The ideal candidate has 3–5 years of experience in investment operations, holds FINRA Series 7 and Series 63 or 66 licenses, and is proficient with Excel and #J-18808-Ljbffr DSB Rock Island Wealth Management, LLC
$70k - $95k
...Build your career in investment operations with a... ...firm where precision, collaboration, and client service go hand in... ...seeking an Investment Trading Specialist to join our Wealth... ..., regulatory compliance, and operational excellence... ...that may impact client portfolios...Suggested- ...Advisors is a registered investment advisor managing... ...high-net-worth clients. We focus on providing... ...has a direct, visible impact on client outcomes... ...Trader and Operations Specialist to execute trades and manage... ...teams, requiring both precision with the trading responsibilities...SuggestedFull timeWork at officeMonday to Friday
- ...planning tools and proprietary models to deliver holistic investment solutions, align portfolios with client goals, and provide operational support with a focus... ...service. This position may involve mortgage loan work and compliance requirements. #J-18808-Ljbffr Bank of AmericaSuggested
- Passionate people. Loyal clients. Leading solutions.... ...attribution so investment decisions are grounded... ...that improve forecast precision and reduce end-of-quarter... ...variances and inform impacted teams.Assess the... ...information solely for trade law compliance purposes and does not...SuggestedContract workWork at officeLocal areaWork visa3 days per week
$75k - $108k
...wealth management and investment products and services... ...and Wealth Management Client Associates help clients... ...workforce and positively impact the communities we... ...expectations include leveraging specialists and financial planning... ...Investment Management Trading Strategy Trading and...SuggestedWork at officeWork from homeShift workDay shift- ...future. As a Work From Home Client Acquisition Specialist, you will engage directly... ...: Stay current on compliance guidelines, portfolio offerings... ...up of peers and leadership invested in your growth. ~ Insurance... ...trajectory in a high-impact remote setting, apply today...Remote workWork from home
$72.8k - $130k
...barriers to quality care. The work you do here impacts the lives of millions of people for the... ...forecasting plan performance for new clients Providing renewal & forecast support for... ...and design-related requests Documenting compliance with industry regulations Streamlining...Minimum wageFull timeWork experience placementLocal areaRemote work$100k - $150k
...encourage innovation, and are eager to make an impact. Whether you’re starting out in your... ...a growing environment, while providing clients with exceptional services. This... ...reduce filing turnarounds or streamline compliance work, we're able spend more time conducting...Full timeWork at officeLocal area$131k - $180.1k
...business and institutional clients. We are a longstanding... ...Columbia Threadneedle Investments and RiverSource... ...organization, with a focus on Trading, Regulatory Reporting,... ..., financial, and compliance risks. Drive risk-... ...regulatory developments impacting clearing and introducing...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week$58.8k - $105k
.... Join a dynamic team working on a high‑impact initiative focused on Medicare Advantage.... ...solve complex business challenges, create client‑ready deliverables, and contribute to... ...complex challenges with accountability and precision. Required Qualifications Bachelor's degree...Minimum wageFull timeWork experience placementWork at officeLocal areaRemote workRelocation- ...to perform intermediate-level financial analysis, reporting, and accounting functions supporting month-end close and regulatory compliance. You will prepare journal entries, reconciliations, and financial submissions while collaborating with cross-functional teams. This...
$56.6k - $97k
...and accounting functions supporting month-end close, regulatory compliance, and operational finance. This role prepares journal entries,... ...and track payment cycles Prepare administrative invoices for client groups Process Improvement & Documentation Maintain and update...Work experience placementWork at office3 days per week- UnitedHealth Group’s UnitedHealthcare unit is seeking a Senior Actuarial Analyst to oversee Medicaid pricing from end to end, collaborating with market leads, forecasting, medical economics, and external partners to ensure proper funding for Community & State programs. ...Remote job
- Kforce has a client that is seeking a Payments Financial Crimes Operations Analyst in Minneapolis... ...account records routed to an in-process compliance queue. This role supports Financial... ...ability to follow documented procedures precisely * Ability to manage recurring...Temporary work
- A global financial services firm in Wayzata, MN is seeking a Registered Client Relationship Analyst to provide exceptional client service and support for Financial Advisors. The ideal candidate will have strong interpersonal skills, attention to detail, and the ability...Full time
$72.8k - $130k
...simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable...Minimum wageFull timeWork experience placementWork at officeLocal areaRemote work$91.7k - $163.7k
...tools and large-scale healthcare data to analyze the financial impact of emerging healthcare technologies, drugs, and market developments... ...-oriented analytics to identify opportunities and support client decision-makingPartner with stakeholders to define and investigate...Minimum wageFull timeWork experience placementWork at officeLocal areaRemote work$108,000 - $131,000 per week
...on the Stock Exchange since 1964 and is traded on Nasdaq Stockholm, Large Cap. Plats... ...design the process landscape, assess change impacts, and support system integration for the... ...-live, and hypercare activities.Ensure compliance with global processes and guidelines...Work at officeRemote workMonday to Friday3 days per week$137.7k - $229.5k
...through people performance. We work with clients to reimagine work, the workforce, and... ...technology and outcomes—is designed for impact. Serving federal, state, & local government... ..., as well as through our own investments, commitments, and actions across areas that...Local area$91.7k - $163.7k
...simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable...Minimum wageFull timeWork experience placementWork at officeLocal areaRemote work$89.9k - $121.62k
...financial advice, investments, insurance,... ...unique needs of our clients. We focus on their... ...activities including trading, settlements,... ...activities, ensuring compliance with internal... ...capabilities analytical precision. The ability to... ...changes impacting investment operations...Hourly payFull timeWork at officeLocal areaFlexible hours3 days per week$107k - $133.5k
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an...Full timeWork at officeFlexible hoursShift workDay shift$128k - $252.5k
...for advising life insurance and annuity clients on actuarial modernization, business transformation... ...Deloitte’s purpose is to make an impact that matters for our people, clients,... ..., as well as through our own investments, commitments, and actions across areas that...Local areaVisa sponsorship$148.2k - $292.3k
...strategic, and analytical experience to help clients evaluate business issues, improve... ...offers the opportunity to work on high-impact engagements spanning the entire health care... ...strategies, including analysis of return on investment for medical management initiatives...Local areaVisa sponsorship- ...Senior Investment Analyst The Senior Investment Analyst is an integral part of the Derivatives Trading portfolio management team. The mission of the Senior Investment Analyst... ...genuine, long-term partnerships with our clients. We have a unique culture that emphasizes...
- ...strategic partner to brokers and clients, collaboratively identifying... ..., losses, and financial impact. Expand client services... ...success, learning from top specialists in the (re)insurance industry... ...reinsurance and capital, people and investments, and management consulting,...Work at officeRemote work2 days per week3 days per week
$76.3k - $104.9k
...-wide support across insurance, safety, compliance, and risk management functions. This role... ...RMIS) to help quantify operational risk impacts, manage loss and claims data, and... ...In-Office Collaboration We are a client-centric, relationship-based business. Working...Full timeContract workPart timeH1bWork at officeWork from homeVisa sponsorship1 day per week- ...communities. Our nearly 500 specialists provide comprehensive services... ...Participate in routine client engagements, managing overall... ...create new solutions and have impact for colleagues, clients, and... ...reinsurance and capital, people and investments, and management consulting,...Work at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- ...capital used across FAA. You will partner with FAA practitioners, Client Service teams, Global Delivery Centers, and technology partners... ...acumen, and project management skills while working on high-impact, forward-looking initiatives alongside FAA leaders. The Role: Lead...Price work
$104.16k - $178.56k
...relationships with business clients while delivering tailored financial... ...performance and ensure compliance with credit policies, risk standards... ...community involvement. We invest in your development through... .... Apply today to make an impact.We welcome and encourage applications...Full time
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