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 - $100k
...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
- 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
$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...SuggestedFull timeWork at officeLocal area$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...SuggestedWork experience placementWork at office3 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 in-...Full timeWork at officeFlexible hoursDay shift$133.37k - $156.9k
...Institutional Banking (WCIB) and Institutional Client Group (ICG) Credit and Lending Risk... ...organization. Lead projects that ensure compliance with Credit Policy, BU Procedures,... ...financial services, and regulatory trends that impact their assigned line of business.- Expert...Full timeWork experience placementWork at officeLocal area3 days per week$91.7k - $163.7k
...Programs Actuarial practice and supports Medicare and Medicaid payer clients through actuarial consulting, analytics, forecasting, pricing... ...those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care...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
...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$89.9k - $121.62k
...Senior Investment Operations Analyst We exist... ...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$180.2k - $355.1k
...strategic, and analytical experience to help clients evaluate business issues, improve... ...strategies, including analysis of return on investment for medical management initiatives Lead... ...modeling and analysis to assess the impact of trend changes in the health care landscape...Local areaVisa sponsorship- ...function. The company’s Endogenex System uses precise, controlled, non-thermal pulsed electric... ...the opportunity to contribute to impactful, patient-focused clinical innovation. Role... ...purchase order alignment, and contract compliance before submission for payment. Research...Full timeContract workWork experience placementWork at office
$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$100.4k - $197.9k
...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$80.63k - $112.88k
...Wealth Management® is currently seeking an Investment Operations Analyst to join our Investment Management... ...and Operations and is focused on portfolio trading, rebalancing, and the implementation of investment strategies across client accounts. This is not a traditional...Local area- ...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... ...Management Trading Strategy Trading...Work at officeWork from homeShift workDay shift
- ...projections for new business proposals and explain funding strategies, plan limits, and regulatory requirements. You will also manage client relationships, oversee data reviews, testing, valuations, and required filings while providing internal training to colleagues in...
$68k
...clinicians, contributing to meaningful projects that aim to positively impact the lives of individuals and families in need. Join us in... ...teams with opportunities for growth on other projects and clients depending on practice needs.What you need to have:A bachelor's...Permanent employmentWork at office3 days per week- ...successful candidate will work closely with senior attorneys and clients to provide strategic legal counsel and support various... ...issues to support the development of legal strategies and ensure compliance with applicable regulations. Stay abreast of changes in laws...Full timeLocal area
- ...Actuarial Advisor who will serve as a strategic partner to brokers and clients, collaboratively identifying and delivering effective solutions... ...to assess risk exposure, forecast risks, losses, and financial impact. Expand client services beyond reinsurance transactions to...Work at officeLocal areaRemote workFlexible hours2 days per week3 days per week1 day per week
$128k - $252.5k
...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... ...results for client review Build return on investment models for medical management and other...Work at officeLocal areaVisa sponsorship$100.4k - $197.9k
...practice as an Actuarial Consultant and help clients address complex challenges across the... ...role offers the opportunity to make an impact across meaningful health care... ...reported (IBNR) analyses and return on investment (ROI) assessments A successful candidate...Work at officeLocal areaVisa sponsorship$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$212k - $318k
...Actuarial & Financial Group (AFG) provides our clients with high-quality actuarial services... ...colleagues to create new solutions and impact colleagues, clients, and... ...risk, reinsurance and capital, people and investments, and management consulting, advising clients...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$80k - $110k
...ABOUT U.S. COMPLIANCE At U.S. Compliance, we help manufacturers... ...we act as an extension of our clients' teams, delivering practical... ...financial backing and significant investment in people, systems and... ...corporate machine; you'll see the impact of what you do in how we...Full time$60k - $90k
...Acquisitions Specialist at Ben Meyer - State Farm Agent Ben Meyer - State Farm Agent offers... ...excellent service that makes a positive impact on the people around you. You're a... ...toward established objectives. Maintain compliance with office and regulatory procedures....For contractorsWork at officeRelocation packageFlexible hours- ...independent oversight of the Bank's management of financial risk in the following areas: interest rate risk, liquidity/funding risk, and trading/market risk. This is accomplished through review, analysis, continual monitoring and in-depth assessment of the risk management...
$93.31k - $159.96k
...manage a portfolio of commercial clients while delivering tailored... ...role offers meaningful client impact, strong visibility, and... ...loan approval process.Ensure compliance with Associated Bank credit policy... ...integrity, and community impact. We invest in your growth through...Full time
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