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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

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

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

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

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

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

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

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

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

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

AML ENTERPRISE RISK SPECIALIST

DM Stone JobsInBrokerage.com - San Francisco, CA

You will assist the BSA/AML Program and Policy office with Risk Assessments, new product and service reviews, overall strategy for key aspects of the BSA/AML program and policy, and assist business unit directors on an as-needed basis. DUTIES: Conduct and/or assist the BSA/AML Program and Policy Office with performing an in-depth analysis on various products, services, or third party relatio...

Application Deadline: None

HR GENERALIST - LONG TERM CONTRACT

DM Stone JobsInBrokerage.com - San Francisco, CA

Investment Management firm downtown San Francisco is looking for an HR GENERALIST for a 4 mos contract assignment. Key Responsibilities Responsible for benefit administration, including: Resolving employee benefit issues on medical, dental and vision plans, as well as Section 125 and HSA plans. Reconciling carrier invoices. Manage enrollments and changes through HRIS system. Assistance ...

Application Deadline: None

AML POLICY AND PROGRAM DIRECTOR

DM Stone JobsInBrokerage.com - San Francisco, CA

You will be responsible for executing the BSA/AML risk assessment process, including gathering metrics, assessing control points, and drafting the narrative. Responsible for maintaining the transaction monitoring strategy and various risk assessment methodologies; including, but not limited to negative news screening, client risk ratings, country risk ratings, product/service ratings, and oth...

Application Deadline: None

SR. FINANCIAL ANALYST - MARKETING

DM Stone JobsInBrokerage.com - Redwood City, CA

This role reports into the Manager of FP&A and will provide an excellent opportunity to be a collaborative business partner and trusted advisor for the senior management team of Chief Marketing Officer (CMO) Organization which includes both the GLOBAL MARKETING ORGANIZATION. This group is responsible for planning and execution of long term strategic marketing initiatives for all franchises acr...

Application Deadline: None

SR ADMINISTRATIVE ASSISTANT - MARKET HOURS

DM Stone JobsInBrokerage.com - San Francisco, CA

Financial Services firm is looking for an assistant with exceptional Excel skills to support 2 teams. RESPONSIBILITIES: Maintain busy calendars, scheduling frequent meetings and conference calls Organize registration for conferences Assist with updates and formatting of investment spreadsheet models and various complex Excel spreadsheets (including macro-driven files) Update calendar for ...

Application Deadline: None