New Accounts Operations Lead (Series 7/24) - San Diego

AtWork!

A financial investment firm is seeking an experienced New Accounts Principal to oversee the onboarding of new clients and ensure operational efficiency. The role involves reviewing account documentation for compliance, collaborating with various departments, and providing exceptional service to advisors. Candidates should hold FINRA Series 7 and 24 licenses and have at least 3 years of experience in the industry. This position is based onsite in Carmel, Indiana. #J-18808-Ljbffr

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the New Accounts Operations Lead (Series 7/24) - San Diego in Carmel, IN vacancy

Operations New Accounts Specialist
...Investment Firm is seeking a New Accounts Principal to oversee and... ...smooth the onboarding process, operational efficiency, and regulatory compliance... ..., including holding a Series 7 and a Series 24 Licenses.... ...position is based onsite in San Diego. Job Duties: Review and...
Suggested
Immediate start
AtWork!
Carmel, IN
4 days ago
Fund Accounting & Custody Operations Lead
$70k - $122.5k
...is looking for a functional team manager based in Indianapolis, Indiana, responsible for overseeing day-to-day operations within Custody and Fund Accounting. The ideal candidate should have at least 5 years of relevant experience and a Bachelor's degree in a related field...
Suggested
State Street Corporation
Indianapolis, IN
5 days ago
Information Security Operations Lead/Manager
...enVista is the leading supply chain and enterprise consulting firm and the premier provider... ...unique ability to consult, implement and operate across supply chain, IT and enterprise... ...Participate in the process to on-board new clients to enVista’s managed security services...
Suggested
Temporary work
Work at office
Flexible hours
enVista
Carmel, IN
2 days ago
Remote B2B Account Executive New Business Growth (Indy)
$71.7k - $129.5k
...T-Mobile is seeking an ambitious Account Executive for Business Sales in the Indianapolis metro... ...remote position emphasizes generating new sales and building customer relationships... ...The ideal candidate will have experience in lead generation and solution-based selling for...
Suggested
Remote work
T-Mobile
Fishers, IN
4 days ago
Account Manager, Scientific Visualization and Experiential Engagement (RadScience)
$70k - $80k
...Account Manager, Scientific Visualization and Experiential Engagement (RadScience... ..., based in any of our US offices — New York City, Boston, Chicago, San Francisco, Carmel (IN), or... ...scopes by developing/owning strategic operational plans i.e., creative briefs, project...
Suggested
Work experience placement
Work at office
Local area
Remote work
Real Chemistry
Carmel, IN
4 days ago
Account Executive
...Minolta,you'llbuild new businessandgrow existing accounts,all while getting out... ...," and continues to lead the way in digital... ...decades, the bizhub series has revolutionized office... ...how businesses operate. It has continuously... ...qualifies pour un emploi sans distinction de race,...
For contractors
Work at office
Konica Minolta Business Solutions Ltd
Indianapolis, IN
3 days ago
New Business Account Executive
Remote We are looking for a highly motivated New Business Account Executive to join our commercial sales team for Tektronix’s Service organization... ...ensure visibility and accountability. Respond to Inbound Leads: Qualify and convert leads generated through marketing and...
Contract work
Local area
Remote work
Ralliant
Indianapolis, IN
4 days ago
21GRAMS -Account Director
$130k - $140k
...Account Director At Real Chemistry, making the world... .... The Account Director leads broad-based, complex... ...our US offices—including New York City, Boston, Chicago... ..., Lambertville or San Francisco—or remotely within... ...where Real Chemistry operates. Should you require...
Work experience placement
Local area
Remote work
Real Chemistry
Carmel, IN
5 days ago
Senior Account Director
$105k - $130k
...Senior Account Director Real Chemistry is looking for... ...digital health. You will lead client engagements,... ...our US offices—including New York City, Boston, Chicago, Carmel, or San Francisco—or remotely within... ...to ensure technical and operational excellence in all...
Remote work
Real Chemistry
Carmel, IN
2 days ago
Acumatica ERP Account Executive - High-Impact New Business
...A dynamic ERP solutions company is seeking an experienced Account Executive in Indianapolis, IN. You will identify and close new business opportunities, driving growth by acquiring clients and generating leads. The role suits motivated individuals with sales experience...
K9 Recruitment
Indianapolis, IN
5 days ago
Territory Account Manager: New Logo Growth
$43.28k - $57.7k
...Lumen is seeking a Sales Representative to drive brand awareness and new sales within Indianapolis. This desk-based position focuses on acquiring new clients through proactive prospecting and account management. The ideal candidate will have at least three years of sales...
Lumen Inc
Indianapolis, IN
2 days ago
Senior Account Manager (Healthcare Communications)
$68k - $75k
...Senior Account Manager (Healthcare Communications) At... ...individual to work with leading clients in the pharmaceutical... ...US offices—including New York City, Boston, Chicago, Carmel, or San Francisco—or remotely... ...laws where Real Chemistry operates. Should you require...
Work experience placement
Work at office
Local area
Immediate start
Remote work
Real Chemistry
Carmel, IN
2 days ago
Account Manager (Healthcare Communications)
$63k - $72k
...Account Manager (Healthcare Communications) At Real Chemistry... ...to work with leading clients in the pharmaceutical... ...US offices including New York City, Lambertville... ..., Chicago, Carmel, or San Francisco, or remotely... ...energy, able to effectively operate in fast‑paced, growing...
Work experience placement
Work at office
Local area
Immediate start
Remote work
Real Chemistry
Carmel, IN
2 days ago
Regional Operations Manager - San Fernando, CA
$80k
...re Looking For: We are seeking a Regional Operations Manager with experience in hiring and... ...ensure success within the designated region. Lead and develop teams to deliver exceptional... ...Scheduling; and Quality Assurance to test new app releases and processes, and provide...
Full time
Contract work
Temporary work
For contractors
Immediate start
2 days per week
1 day per week
OPENLANE
Carmel, IN
3 days ago
Account Executive, Endoscopic (New Jersey)
Position Overview The Account Executive, ES (Territory - New Hamphire, Vermont, Maine) is responsible for the generation of sales revenue for the organization... ...skills that allow for development of solid customer. Operate a computer effectively and efficiently, including MS...
Local area
Remote work
Flexible hours
Night shift
Fujifilm
Indianapolis, IN
6 days ago
21GRAMS -Account Executive
$60k - $70k
...GRAMS is in search of an Account Executive to join our... ...to support client and new business development efforts... ..., Lambertville, or San Francisco—or remotely within... ...each client’s Standard Operating Procedures (SOPs) into... ...and assists Account Lead in preparation for and...
Local area
Remote work
Real Chemistry
Carmel, IN
2 days ago
Account Director (Healthcare Communications)
$98k - $115k
...Account Director (Healthcare Communications) At Real... ...health. In addition to leading client engagements, they... ...our US offices—including New York City, Boston, Chicago, Carmel, or San Francisco—or remotely within... ...to ensure technical and operational excellence in all...
Work experience placement
Local area
Remote work
Real Chemistry
Carmel, IN
2 days ago
Retail Operations Lead
...Anything for Pets – JOIN OUR TEAM! Retail Operations Lead About Life at PetSmart At... ...feeding, providing water, etc.) and caring for new arrival and sick pets. Ensures pet... ...law) For applicants in our Waterloo, San Francisco, or Los Angeles locations: Pursuant...
Hourly pay
Weekly pay
Minimum wage
Full time
Seasonal work
Local area
Immediate start
Weekend work
Afternoon shift
PetSmart
Indianapolis, IN
5 hours ago
Clinic Operations Lead - Pain Management
...Goodman-Campbell-Brain-and-Spin in Carmel, IN is seeking a Clinic Supervisor. The ideal candidate will manage daily operations in an interventional pain management and physical therapy clinic. Responsibilities include overseeing patient interactions, managing employee...
Goodman-Campbell-Brain-and-Spin
Carmel, IN
5 days ago
Strategic Portfolio Operations Manager - Lead
$117.4k - $177.6k
...Job Title: Strategic Portfolio Operations Manager (IC) About the Team... ...for all and we believe we can lead the path to equality in part by... ...be found at Pursuant to the San Francisco Fair Chance Ordinance... ...within the San Francisco and New York City metropolitan area, the...
Salesforce.Com Inc
Indianapolis, IN
2 days ago
Accounts Receivable Lead
...client on the northwest side of Indianapolis in search of an AR/Accounting Specialist. This position will be working primarily onsite. If... ...GCs and to vendors Precisely prepare billing breakdown in GP for new projects Effectively apply cash receipts Efficiently track...
For contractors
For subcontractor
Work at office
Local area
Vaco Recruiter Services
Indianapolis, IN
4 days ago
Senior Fund Accounting Lead, Private Credit
$110k - $130k
...Alter Domus is seeking a Fund Accounting Manager to join our Private Credit team in the United States, specifically in Carmel, IN. The role involves providing leadership, managing the production of financial statements, and ensuring compliance with client agreements....
Alter Domus
Carmel, IN
5 days ago
Full-Time Stockroom Operations Lead
$14.45 per hour
...About the Role As Operations Lead you will be an expert in all operational, point of sale and service processes focused on consistent execution. You will deliver excellent customer service and operational efficiency. What You’ll Do Execute sound operational processes including...
Full time
Seasonal work
Flexible hours
Night shift
Kohl's Illinois, Inc.
Carmel, IN
4 days ago
New Account Sales Executive - Automotive Software
$100k
## New Account Sales Executive - Automotive SoftwareApplylocations: Indianapolis, IN, USA:... ...considered.**About Us**CDK Global is a leading provider of cloud-based software to dealerships... ...to manage their end-to-end business operations including the acquisition, sale,...
Temporary work
Work experience placement
Live in
Work at office
Visa sponsorship
Work visa
Flexible hours
Night shift
TechAlliance of Southwestern Ontario, London Economic Develo...
Indianapolis, IN
5 days ago
Stockroom Operations Lead Drive Efficiency & Service
...FashionUnited is seeking a Full-Time Stockroom Operations Supervisor in Indianapolis, Indiana. In... ...you will supervise store operations and lead associates, ensuring excellent customer... ...inventory accuracy, and training new hires. The ideal candidate should have experience...
Full time
Flexible hours
Night shift
FashionUnited
Indianapolis, IN
4 days ago
Stockroom Operations Lead: Fast, Flawless Fulfillment
...A retail company in Carmel, Indiana, is seeking an Operations Lead who will manage operational processes and deliver exceptional customer service. The role requires flexible availability, as well as strong communication and interpersonal skills. Responsibilities include...
Flexible hours
FashionUnited
Carmel, IN
5 days ago
CTV Sales Account Executive New Business & Growth
...CCB iHeartMedia + Entertainment, Inc. | DAG is seeking a motivated Account Executive to focus on selling CTV advertising. This role involves targeting, soliciting, and securing new business while maintaining strong relationships with clients. The ideal candidate will have...
CCB iHeartMedia + Entertainment, Inc. | DAG
Indianapolis, IN
18 hours ago
Catering Operations Lead - Fast-Paced, Detail-Driven
...A leading food service company is seeking a Catering Manager in Carmel, Indiana to oversee the catering operations at a local Chick-fil-A. The ideal candidate will ensure all catering orders are fulfilled accurately and timely while working in a fast-paced environment...
Local area
Workstream
Carmel, IN
4 days ago
Global Hyperscaler Systems & Operations Lead
$117.4k - $177.6k
...are not duplicating efforts. Job Category Operations Job Details About Salesforce Salesforce... ...Ready to level-up your career at the company leading workforce transformation in the agentic... ...technical and regulatory discovery for new regions, proactively identifying local tax...
Contract work
Local area
Shift work
Salesforce.Com Inc
Indianapolis, IN
4 days ago
Recovery Operations Lead Salvage, Training & Compliance
...Allied Solutions, LLC in Carmel, IN is seeking a Recovery Specialist to manage daily recovery operations and mentor team members. The role involves reviewing claims, overseeing the salvage process, and ensuring effective disbursement of recovery proceeds. Ideal candidates...
Allied Solutions
Carmel, IN
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to New Accounts Operations Lead (Series 7/24) - San Diego. Be the first to apply!