AVP, Account Operations — Wealth Custody & Clearing
State Street
State Street is hiring an Account Operations Principal (Series 24 required) in Dallas, TX, to support onboarding, lifecycle servicing, and regulatory compliance across an advisor‑facing model. The role partners with Client Service to ensure accurate, high‑touch servicing while scaling automation and AI‑enabled workflows. Ideal candidates have hands‑on account onboarding expertise, strong documentation discipline, and efficiency in complex structures such as trusts and corporate entities. #J-18808-Ljbffr State Street
$70k - $130k
Who We Are Looking For Wealth Custody and Clearing is seeking an experienced Assistant Vice President, Account Operations Specialist to support the execution of core account lifecycle operations across our introducing broker‑dealer platform. This role operates within the...OperationsAccountsTemporary work- ...Goldman Sachs Asset & Wealth Management is an opportunity... .... Our Impact Client Operations and Global Shareholder... ...with key accounts, ensuring alignment of... ...across broker‑dealers, clearing firms, RIAs, TPAs, and... ...emerging AI applications, custodial portals, and collaborative...OperationsAccounts
$120k - $172k
...Vice President to join our Wealth Management Operations Strategy team. This leader... ...operating models, digital custody, and emerging regulatory frameworks... ...stakeholders by presenting clear analysis, risk assessments,... ...in Finance, Economics, Accounting, Engineering, or related...OperationsAccountsTemporary work- Cresset is seeking an Associate, Private Wealth Client Services to join a... ...first contact for client service and operations, helping with onboarding, account maintenance, and documentation, while... ..., and client relationships, with a clear path to greater responsibility based...OperationsAccounts
- ..., trading, investment operations, and process optimization... ...across client accounts. Utilize Tamarac, Schwab... ...within an RIA, private wealth management firm, multifamily... ...or another major custodial platform strongly preferred... ...and the ability to clearly explain complex...OperationsAccountsWork at office
- Job Description A Wealth Management Professional (WMP) on the APS team will provide operational support across the trade execution life cycle, including new account onboarding, account documentation, pre... ...paced environment and think clearly under pressure. Excellent communication...OperationsAccountsWork at office
- About Goldman Sachs Asset & Wealth Management A career with Goldman... .... Our Impact Trade Operations is the backbone supporting our... ...retirement-focused separately managed account platform. As a Vice President... ...across broker-dealers, clearing firms, RIAs, TPAs, and retirement...OperationsAccounts
- ...improvement of our billing operations. The ideal candidate... ...providing proactive support and clear communication on billing... ...recommendations Partner with custodial firms to resolve account-related challenges and... ...) Understanding of wealth management operations and...OperationsAccounts
- YOUR IMPACT A Wealth Management Professional (WMP) will work to provide operational support to various business lines. A WMP will... ...execution life cycle, including new account onboarding, account... ...fast‑paced environment and think clearly under pressure Excellent communication...OperationsAccountsWork at office
- ASSET & WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs... ...will be responsible for the operations and deployment of new customer... ...Business Controls etc.). Develop clear KPI reporting to ensure... ...deployment of communication and account fulfillment activities....OperationsAccountsFull timeTemporary workPart timeWork experience placement
- Goldman Sachs in Dallas is seeking a Wealth Management Professional on the APS team to provide operations support across the trade lifecycle, onboarding, documentation... ..., Legal, and Operations and may support account-level activities and filings. The position requires...OperationsAccounts
- ...financial planning. This role combines client operations and advisor support, focusing on... ...excellent client service and managing ongoing account needs. Candidates should have 5+ years... ...financial services, particularly with custodial platforms such as Charles Schwab, alongside...OperationsAccounts
- Goldman Sachs Group, Inc. is looking for a Wealth Management Professional in Dallas, Texas. The role involves providing operational support to various business lines and assisting... ..., legal, and operations to manage account processes efficiently. This position offers...OperationsAccounts
- Goldman Sachs Bank AG is looking for a Wealth Management Professional (WMP) in Dallas, Texas. The WMP will provide operational support across various business lines, facilitate... ..., and work with analytics for ongoing account monitoring. Candidates should have a Bachelor...OperationsAccounts
- ...risk oversight of Delos wealth management portfolios.... ...judgment, and operational precision. The analyst... ...investment strategy across accounts. Develops and directs... ...Coordinate with operations and custodial platforms to ensure... ...partners to ensure clear and consistent...OperationsAccountsWork at office
- Asset & Wealth Management, Communications Operations, Analyst - Richardson, TX Job Description ASSET & WEALTH MANAGEMENT... ...Business Controls etc.). Develop clear KPI reporting to ensure growth and... ...deployment of communication and account fulfillment activities. Basic Requirements...OperationsAccountsFull timeTemporary workPart timeWork experience placementWork at office
- YOUR IMPACT A Wealth Management Professional (WMP) will work to provide operational support to various business lines. A WMP will... ...execution life cycle, including new account onboarding, account... ...fast-paced environment and think clearly under pressure Strong organizational...OperationsAccountsFull timeTemporary workWork at office
$90k - $130k
...multi-trillion dollar wealth management industry by... ...value RIA firms on our custodial platform. You are the... ...skills, and disciplined account management to drive net... ...Altruist can help them grow, operate more efficiently, and... ...early, create clear recovery plans, and execute...OperationsAccountsWork at officeImmediate startHome office- ...multi-trillion dollar wealth management industry by... ...implement technology and operational solutions that make it... ...Map current-state custodial and technology workflows... ...platform across account opening, trading and rebalancing... ...translate those into clear recommendations for...OperationsAccounts
- ...Client Onboarding New Account Approver At Goldman Sachs, we connect... ...clients and communities. Operations is a dynamic, multi-faceted... ...to join the Goldman Sachs Wealth Services team in the Asset and... ...previous broker-dealer and/or clearing firm experience in a financial...OperationsAccounts
- ...responsible for the firm’s accounting, financial reporting,... ...Accounting and Operations Support investment due... ...documentation for brokerage and custody relationships Process... ...complex information clearly and concisely to a... ...accounting, multigenerational wealth structures, and...OperationsAccountsWork at office
- Who we are looking forWealth Custody and Clearing is seeking an experienced Vice President, Trade Operations to lead the execution and scaling... ...movement, onboarding, and account management—while ensuring... ...this role is important to usAs Wealth Custody and Clearing scales,...OperationsAccountsTemporary workFlexible hours
- AVP, Underwriter - U.S. Environmental Insurance Team Location: The position can be based... ...Environmental Pollution and Casualty accounts within your territory. You will build and... ...Actuarial, Cat/Exposure Management, Finance, and Operations to support underwriting outcomes and...OperationsAccountsFull timeFlexible hours
$150k - $175k
...for helping investors build wealth through real estate with cutting... ...services. Corporate accounting's mission is to create value... ...Cash Management: Lead treasury operations, including corporate bank account... ...to communicate complex data clearly, paired with a "player-...OperationsAccountsTemporary workBank staffHome officeVisa sponsorship- State Street seeks an experienced Assistant Vice President, Account Operations Specialist to support core account lifecycle operations across our introducing broker-dealer platform. You will review, approve, and maintain client accounts with precision, complying with firm...OperationsAccounts
$55k - $157.3k
...Supervisory Specialist Senior within PNC's Wealth Management organization, you will be... ...the supervision, trade review, and/or new accounts of Financial Advisors (FA) and... ...patterns and trends. Works closely with Operations, Regional Supervision, Financial Advisors...OperationsAccountsFull timeTemporary workPart timeWork experience placementWork at office- Asset & Wealth Management Operations - Goldman Sachs Asset Management Operations - Portfolio Control - Accounting Reconciliation - Dallas - Vice President Job Description Your Impact The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and...OperationsAccountsFull timeWork at office
- Your Impact At Goldman Sachs, our Operations professionals don’t just manage processes - we... ...cash management (payment controls, bank account management, settlements and reconciliations... ...professionals responsible for payment clearing, settlements and reconciliations of our...OperationsAccountsFull timeTemporary workPart time
- Private Wealth Management Registered Client Service Associate Join to apply for the Private... ...related questions concerning client accounts, including relaying stock positions, and... ...Engineering-9241138 Asset & Wealth Management Operations-Dallas-Senior Associate-Corporate...OperationsAccountsFull timeWork at officeLocal area
- ...our clients and communities. The Asset & Wealth Management space is made up of Goldman... ...Control Reconciliations sits within Investing Operations and has primary responsibility of... ...GSAM’s and Risk counterpart’s books of accounting. By ensuring accuracy and timeliness of...OperationsAccountsFull timeTemporary workWork at office
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