Operations jobs in Private Wealth Management Firm

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Found 2 North America jobs

  • Senior Relationship Manager

    • Bangalore
    • Act as a first point of contact for all the queries related to the HNI Clients.
    • 4Thoughts Finance

    Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...

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    • 3 days ago
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    Top job

  • Portfolio Administration, Sr Associate

    • Houston, Texas (US) or Chicago, Illinois (US)
    • Salary will be commensurate with experience.
    • Vaughan Nelson Investment Mgmt, LLC

    Responsible for managing the daily trading cycle including pre-trade processes through post-trade communications with the brokers and custodians.

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    • 2 days ago
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  • Client Portfolio Administrator

    • Saint Louis, Missouri (US)
    • Salary is open, based on previous experience
    • Argent Capital Management LLC

    This position manages the daily trading cycle, ex. pre-trade processes, trade execution, post-trade communications with broker and custodian firms.

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    • 6 days left
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