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Disbursements Operations Specialist - Brokerage

DM Stone JobsInBrokerage.com - San Francisco, CA

Brokerage Operations Associate - Disbursements The Client Service Operations team provides middle-office support to help investment professionals and clients meet their financial goals. The Operations Associate is primarily responsible for private wealth mgmt Middle office Banklink transactions. This responsibility includes but is not limited to processing client's requests to transfer funds b...

Application Deadline: None

Intermediate Trader - Fixed Income

DM Stone JobsInBrokerage.com - San Francisco, CA

Summary The Intermediate Trader will be responsible for trading fixed income strategies with securities dealers as well as maintaining separate account programs with sponsor trading desks. This person will execute fixed income security trades. In addition, this person will create, manage and execute portfolio manager-directed trades through the trading desks or sponsor programs. This person wo...

Application Deadline: None

CRM Tech Analyst

DM Stone JobsInBrokerage.com - San Francisco, CA

CRM Developer The CRM Systems Analyst is responsible for responsible for supporting growing Microsoft Dynamics CRM application footprint by configuration, customization and maintenance of the Microsoft/Salentica implementation. He/she will also contribute in the data extracts and web services based integration with various other systems. Summary: This position reports to a Director Wealth Ma...

Application Deadline: None

Licensed Operations Manager - Brokerage

DM Stone JobsInBrokerage.com - New York, NY

Prestigious financial institution is seeking an experience brokerage operations specialist with supervisory experience and securities licenses - must have Series 7 and either Series 24 or Series 9/10. Start time is around 7:30 or 8:00 am. Will need to approve new accounts, disbursements, and account maintenance items. Must pass background check, including credit. More info available. Pays aroun...

Application Deadline: None

Paralegal - Investment Industry (Market Hours)

DM Stone JobsInBrokerage.com - San Francisco, CA

Prestigious hedge fund in SF financial district is looking for an experienced Paralegal. Start time will be between 5:30 and 7am (open, but no later). Seeking a corporate paralegal to support a legal group and business personnel for a fund business with approximately $13 billion in AUM. The Paralegal will: Support a team of lawyers based primarily in San Francisco and New York Maintain fi...

Application Deadline: None

SR RISK MANAGEMENT ANALYST - LA or BREA or SAN DIEGO

DM Stone JobsInBrokerage.com - Los Angeles, CA

PLSE NOTE THAT THE WORK LOCATION CAN BE LA, BREA OR SAN DIEGO The position supports the Risk Management operational risk management team in identification, assessment and monitoring of key business operational risks. This includes both business-specific risks and enterprise-wide "module" risks. Module risks include, but are not limited to, product risk, vendor management, project, informatio...

Application Deadline: None

Client Service/ Operations Associate - Asset Management

DM Stone JobsInBrokerage.com - San Francisco, CA

Primary Responsibilities: ?Work with trading, portfolio management, operations, & sales staff to research and respond to account-related questions, changes or issues. ?Work with executing brokers and custodians to resolve trade discrepancies and failing trades. ?Research individual stock/bond holdings in portfolios using FactSet, Bloomberg, and other sources to identify key events/trends affect...

Application Deadline: None

FINANCIAL ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

As a member of the finance team, you will develop financial models, improve operational processes, and support the financial reporting process. The team performs analyses to support strategic decisions, lead monthly forecasting and long term planning, and drive operational improvements by tracking performance. This is a hybrid role that supports both the strategic finance and accounting funct...

Application Deadline: None

SR. EQUITY AND EXECUTIVE COMPENSATION CONSULTANT

DM Stone JobsInBrokerage.com - San Mateo, CA

You will provide knowledge and play a predominant and active role in executive compensation, corporate governance, risk management and M&A work. You will collaborate closely with global partners, including the Human Resources Division and business unit leaders, to ensure compliance. This position requires a great deal of independent judgment and experience in applying compensation practices...

Application Deadline: None

RECRUITING MANAGER - CONTRACT

DM Stone JobsInBrokerage.com - San Francisco, CA

Global Consumer Packaged and Brand firm is looking for a Contract Recruiter for their SF HQ. You will partner with the Human Resources Business Partners to manage the full-cycle recruitment process. You will use various sourcing strategies (Linked-In Recruiter, direct contact, university partnerships, employee referrals, employment agencies, etc.) to make contact with candidates for positions....

Application Deadline: None

PERFORMANCE REPORTING PROJECT MANAGER

DM Stone JobsInBrokerage.com - San Francisco, CA

You will manage a project to implement a new Performance Calculation and Reporting Platform You should specialize in implementation of new technology and/or performance reporting platforms and be extremely adaptable and have the ability to manage multiple highly complex workstreams. The role requires a high level of collaboration to define scope, requirements, project governance, design, tes...

Application Deadline: None

SR. COMPENSATION ANALYST

DM Stone JobsInBrokerage.com - San Mateo, CA

You will provide informed qualitative and quantitative analyses in delivering, implementing and administering global corporate compensation programs and incentive plans. The analytics function provides global comparative reporting of competitive pay practices, financial impact of all compensation plans with a strong emphasis on data modeling. This position seeks a unique quantitative-minded...

Application Deadline: None

PREFERRED BANKING MANAGER

DM Stone JobsInBrokerage.com - Boston, MA

The PBO Manager position is responsible for ensuring the success of the branch through excellent Sales, Business Development, Customer Service, Branch Operations and Management of staff. This position provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves individual and branch sales goals through new...

Application Deadline: None

BILLING CLERK - LAW FIRM

DM Stone JobsInBrokerage.com - San Francisco, CA

Prestigious SF Law Firm is looking for an accomplished Billing Clerk for a long term contract. Must have at least 2 yrs experience doing billing Aderant or Elite software preferred SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

Application Deadline: None

BUSINESS AND DATA ANALYST - WEALTH MGMT

DM Stone JobsInBrokerage.com - San Francisco, CA

BUSINESS ANALYST - INVESTMENT SERVICES EXPERIENCE You will support the development and implementation of Wealth Management??s technology roadmap. This role has a key responsibility to ensure that client's experience within Wealth Management maintains the highest standards You will work with Subject Matter Experts from the user community to determine data requirements for Portfolio Manageme...

Application Deadline: None