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DAF Investment & Trading Product Lead

慨正橡扯

慨正橡扯 in New York, NY is seeking a professional to join the Wealth Management Products & Solutions team. The role involves supporting the trading and investment implementation of the firm’s Donor Advised Fund (DAF) program. Successful candidates should have strong analytical skills and project management approaches, with a passion for digital and financial services. Responsibilities include collaborating with teams to enhance product offerings and providing executive updates on investment performance. Requirements include a Bachelor's degree and 7+ years of related experience, along with Series 7 and 66 licenses. #J-18808-Ljbffr 慨正橡扯

Vacancy posted 1 day ago
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