Wealth Management Transactions Lead
Bank of America Corporation
Bank of America is seeking an experienced operations professional to oversee day‑to‑day transaction processing within Wealth Management Operations. The role emphasizes accuracy, timeliness, and service quality, including training, coaching, address inquiries, escalations, approvals, and supervising the team. You will work within Wealth Management Operations to ensure end‑to‑end processing of securities settlements and custody, balancing trades, depositing dividends, and maintaining risk and #J-18808-Ljbffr Bank of America Corporation
- ...job is responsible for overseeing the day-to day transaction processing operations function, and ensuring the... ...quality, accuracy and escalating issues to management, as needed. Line of Business Job Description Wealth Management Operations (WMO) provides end-to-end...SuggestedWork at officeWork from homeFlexible hoursShift workDay shift
- Morgan Stanley is seeking an International Wealth Management Compliance Officer in Dallas to provide jurisdictional guidance across key non-U.S. markets and shape cross-border compliance standards. The role sits within Wealth Management Compliance, reporting at VP level...Suggested
- HighTower Advisors, LLC is seeking an Onboarding Specialist to lead the transition from prospect to fully onboarded and funded client within Hightower Signature Wealth. You will partner with Business Development Officers, advisors, and internal teams to guide new clients...Suggested
- A growing advisory firm in Texas is seeking a Senior Associate for its Transaction Advisory team. This full-time role involves leading buy-side and sell-side engagements, managing client communications, and performing financial due diligence. Ideal candidates will have...SuggestedFull time
$114k - $165.3k
...opportunity in addition to the base salary**The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term... ...and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team...Suggested16 hoursFull timeTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Melius Consulting is seeking a Wealth Management Agent to educate clients on financial strategies, insurance, retirement, and estate planning. This remote/hybrid role offers training and the chance to grow with industry leaders while helping individuals and business owners...Remote job
$105.79k - $141.05k
...product packaging. We are hiring a Consumption Pricing Monetization Lead with deep expertise in consumption-based pricing to lead the... ...product through a familiar consumption model similar to how they transact with hyperscalers and cloud providers. You will be integral in...Full timeContract workTemporary workRemote workFlexible hours- ...Vice President, Lead Credit Officer About the Company Diverse financial services... ...Services Finance Banking Wealth Management Banking & Mortgages Asset Management... ...credit expertise in structuring transactions, and setting credit exposure appetites....
- ...DescriptionJob DescriptionJob Title: Automation Lead Location: Dallas, Texas, United States... ...automation pipelines for vulnerability management, including OS patching, image updates,... ...discrepancies and ensure accuracy in transactions and data. System One, and its subsidiaries...Local area
$21 - $29 per hour
...Summary... What you'll do... Assists management with the supervision of associates in... ...technology assisting members with transactions utilizing registers or selfcheckout area... ...older Preferred Qualifications... Leading a front-end team, Supervising experience...Hourly payMinimum wageFull timeTemporary workPart timeWork at officeShift work- ...Powerplant (A&P) Mechanic with proven supervisory experience to lead our maintenance team. In this role, you will oversee the daily activities... ...and avionics issues and provide technical guidance to the team. Manage parts inventory, tooling, and shop resources to support...
$21 - $29 per hour
...Summary... What you'll do... Assists management with the supervision of associates in... ...selfservice technology assisting members with transactions utilizing registers or selfcheckout area... ...and compliance issues and problems Leads and participates in teams by using and...Hourly payMinimum wageFull timeTemporary workPart timeWork at office- ...Addison Supervisory Transportation Security Officers—or STSOs—manage the people and daily decisions behind airport passenger and... ...operations. They supervise Transportation Security Officers and Lead Transportation Security Officers, coordinate staffing, address operational...Permanent employmentFull timeTemporary workTrial periodFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shift
$111.17k - $205.88k
...seeking a SAP S/4HANA MM (P2P) Functional Lead to join our team in Plano, Texas (US-TX)... ...to map Procure-to-Pay (P2P), inventory management, and master data processes to SAP S/4... ...and migration for material, vendor, and transactional data using tools like LSMW, MDG, or S/4HANA...Full timeTemporary workWork at officeRemote workFlexible hours- ...of Interest: Banking Center Management; Branch Business Banking; Consumer... .... and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...career with our industry-leading Banking Navigator program—a... ...regulatory requirements; authorizes transactions, deposits, official checks,...Work at officeLocal areaFlexible hours
$118.8k - $178.2k
...ResponsibilitiesLocal Creator Program Execution: Manage agencies and internal teams to stand up... ...creator marketing program end-to-end, leading daily execution from creator discovery... ...on relationships that go beyond one-off transactions.Performance Tracking & Local Market...Temporary workFixed term contractLocal area$140k - $200k
...plans with defined KPIs and milestones.Lead the planning and execution of integration... ...reporting.Coordinate functional leaders to manage dependencies, resolve critical issues,... ...rigor, and value capture across future transactions.Required qualifications:Min 6+ years of...Full timeTemporary workPart timeWork at officeWorldwide- ...this role:We are seeking an experienced Lead Software Engineer with strong expertise... ...Receivable (AR), Fixed Assets (FA), Cash Management (CM), and related financial processes.Provide... ..., data conversions, APIs, and financial transaction processing.Ensure solutions comply with...Remote workFlexible hours
- ....Job Description:SummaryDesign Group is leading the Instrumentation and Controls (I&C) scope... ...deliver the I&C scope for the Building Management System (BMS) and Electrical Power... ...Wehmiller we recognize that people come with a wealth of experience and talent beyond just the...Full timeFor subcontractorRelocationRelocation package
- ...Lead Transportation Security Officer Opportunities in Addison Lead Transportation Security Officers—or LTSOs—help keep airport screening... ...operations while helping the team follow TSA procedures, manage daily assignments, respond to security concerns, and keep travelers...Full timeFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shift
- ...BRCityDallasJob TypeFull Time Key responsibilitiesReady to elevate your leadership career while shaping the future of wealth management advice? Are you passionate about leading Financial Advisors, influencing business strategy, and driving meaningful outcomes for both clients and...Flexible hours
- ...beautiful. GENERAL SUMMARY & SCOPE The Lead Cashier (LC) is responsible for the efficiency of guest transactions and maintaining excellence in cashwrap... ...drive sales performance. Collaborate with managers and associates throughout the store to help grow...Work experience placementLocal areaFlexible hoursShift workAfternoon shift
- ...Studio Lead Studio Leads at JETSET Pilates are dynamic team members that help clients... .... They are expected to perform retail transactions accurately, maintain a clean and... ...sales, in conjunction with the General Manager/Owner-Operator by utilizing the Client Relationship...Day shiftAfternoon shift
- ...years of experience to guide client communications, media relations, and strategic storytelling. You’ll craft compelling releases, manage timelines, and collaborate with cross-functional teams to deliver measurable results for diverse clients. The role emphasizes writing...Remote job
- ...Diligence Senior Associate to support people-focused diligence for transactions, helping clients assess workforce implications and shape... ...readiness and value creation. You will analyze complex issues, manage workstreams, mentor junior team members, and translate findings...
- ...Stanley is seeking a Virtual Engagement Associate (VEA) Team Manager to lead a 20+VEAs team supporting a subset of our Financial Advisor base... ...to conduct reviews and drive engagement across client activities within Wealth Management. #J-18808-Ljbffr Morgan Stanley
- Tanium is seeking a Deal Desk Manager to support the global sales organization. You will own the deal desk process, including pricing reviews, structuring non-standard deals, discount approvals and booking accuracy, with a focus on maximizing financial metrics across Addison...
$120k - $135k
...forward. What this job involves: Global PMO Lead Lead the strategic direction,... ...for the global portfolio, including risk management, standardized processes and procedures,... ...service lines (Center of Excellence, IFM, OP, Transactions, Lease Administration, Finance). Help with...Daily paidContract workFor contractorsWork at officeLocal areaRemote work$250k
...The opportunity The Global Pricing CoE Lead is responsible for advancing EY’s pricing... ...spanning top-end audit, transformation, and managed services, executing innovative... ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected...Contract workSummer holidayLocal areaFlexible hours- ...is seeking a Transfer Pricing Supervisor to lead engagements across multinational client teams, evaluating intercompany transactions in line with IRS and OECD guidance. You... ..., strong communication, and the ability to manage multiple engagements with accuracy and professionalism...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Transactions Lead. Be the first to apply!
- director of practice management Addison, TX
- remote database management Addison, TX
- store management trainee Addison, TX
- health information management work from home Addison, TX
- director of knowledge management Addison, TX
- creed management Addison, TX
- waste management work from home Addison, TX
- construction management full time Addison, TX
- water management Addison, TX
- property management Addison, TX



