Jobs at DM Stone JobsInBrokerage.com - Page 2

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Call Center Rep - Financial Services Industry

DM Stone JobsInBrokerage.com - San Carlos, CA

Successful financial services firm is looking for a call center representative who has some familiarity with financial services, great customer service skills, and the ability to understand rules and regulations. This position is on the phone 8 hours a day, so have to like that format and be good at it. Someone who can multitask, speak clearly to be understood by callers, good speller, team pla...

Application Deadline: None

PRIVATE EQUITY ADVISOR

DM Stone JobsInBrokerage.com - San Francisco, CA

International Private Equity firm is looking for an experienced Advisor to join their team with 5 offices operating on 3 continents. Our client provides leading edge investments, which compliments an existing portfolio offered via wealth managers. They provide accounting firms and their clients with the opportunity to participate in pre-IPO investment opportunities in the exciting technolog...

Application Deadline: None

CLIENT SERVICE OPERATIONS ASSOCIATE

DM Stone JobsInBrokerage.com - San Francisco, CA

Registered Advisory firm located downtown San Francisco is looking for an experienced Client Service Ops individual to joing their team. You will be responsible for providing Operations support to the Client Service Team. DUTIES: Provide Operations support for to the CS Teams Effectively facilitate the communication between the firm, clients and custodians Be proficient in using applicatio...

Application Deadline: None

PARALEGAL CONTRACT

DM Stone JobsInBrokerage.com - San Francisco, CA

Our client is undergoing a project to standardize the filing of Investment Management Agreements (IMA) on existing accounts. This exercise will also ensure that certain language is present in each IMA 1. Negative Consent Language 2. Assignment Agreement Language This will ensure that all client files are organized consistently across the organization. This reorganization and standardizatio...

Application Deadline: None

BUSINESS DEVELOPMENT AND MARKETING ASSOCIATE

DM Stone JobsInBrokerage.com - San Francisco, CA

The successful candidate will work closely with the Business Development team to provide help identifying new opportunities that create value for the company and are aligned with firm's vision. Some of the functions involve monitoring website and making necessary updates, help create and maintain database of past RFPs (requests for proposal), enhance and maintain pipeline of prospects and pot...

Application Deadline: None

EXECUTIVE ASSISTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

Renewal Energy firm is looking for an Executive Assistant to their Chief Investment Officer and Finance Team. These duties will consist of diverse supportive administrative duties involving high-level contacts and exposure to sensitive information necessitating considerable use of tact, diplomacy, discretion and judgment. You will interact with employees within all levels of the organizatio...

Application Deadline: None

Sr. Technical Business Analyst - Asset Management

DM Stone JobsInBrokerage.com - Orinda, CA

Act as global project coordinator for all Operations projects internally within our expertise and with Northern Trust; Project management responsibilities include: o Track and coordinate all Operations and other projects that would impact the processes of the Operations Team and/or services provided by Northern Trust o Design/establish change management procedures with Northern Trust to ensu...

Application Deadline: None

SR. QUANTITATIVE ANALYST - SF OR SAN RAMON

DM Stone JobsInBrokerage.com - San Ramon, CA

SR. QUANTITATIVE ANALYST (PRICE OPTIMIZATION AND YIELD MANAGEMENT) THIS POSITION CAN BE LOCATED IN EITHER SF OR SAN RAMON Responsible for analysis of datA to ensure integrity and quality, development requirements for granularity, determine history requirements and timelines and mapping rules and documenting the business. Collaborate with business and risk personnel and to deliver data and i...

Application Deadline: None

SR. PRIVATE CLIENT ADVISOR

DM Stone JobsInBrokerage.com - Sacramento, CA

CLIENT WILL CONSIDER CANDIDATES WHO RESIDE BETWEEN FRESNO AND THE SACRAMENTO MARKET AREAS.... The Senior Private Client Advisor is the first initial point of contact and the primary contact to this Bank?s highest income/net worth clients? portfolio with a focus on clients whose net worth is $1 million and up. The Private Client Advisor is responsible for managing a portfolio of clients; maxi...

Application Deadline: None

SALES ASSISTANT - WEALTH MANAGEMENT FIRM

DM Stone JobsInBrokerage.com - San Francisco, CA

Private Wealth Management firm located downtown San Francisco is looking for a Sales Assistant (preferrably licensed). Responsibilities: Provide administrative support to assigned Advisor(s) including, calendar management, travel arrangements, client and prospect presentations. Communicate with clients on a daily basis regarding stock quotes, buy vs. sales scenarios, and other related inves...

Application Deadline: None

CORPORATE ACCOUNTING / ACCTS PAYABLE SPECIALIST

DM Stone JobsInBrokerage.com - San Francisco, CA

The Corporate Accounting/Accounts Payable Specialist will join a 7-member accounting group responsible for corporate accounting functions. This team works closely with management on corporate cash management, oversight of revenues and expenses and corporate tax strategy. Company transactions are posted in US Dollars, British Pound Sterling and other currencies. The position reports to the T...

Application Deadline: None

Compliance Contractor - Asset Management

DM Stone JobsInBrokerage.com - San Francisco, CA

Major financial services firm is seeking a long-term contractor in their asset management compliance group. Must be familiar with fund compliance rules (SEC) and have experience with day-to-day processing and compliance monitoring. More info available.

Application Deadline: None

SR COMPLIANCE OFFICER/VICE PRESIDENT - BANKING

DM Stone JobsInBrokerage.com - San Francisco, CA

PLEASE NOTE THAT THIS POSITION COULD RESIDE IN SF, LA OR NEW YORK CLIENT IS ALSO OFFERING RELOCATION The person assuming this position will be a member of the Capital Markets/Corporate Banking Compliance team within the centralized Compliance group. This group is responsible for the development, implementation, oversight and control of the central compliance function supporting Bank divisio...

Application Deadline: None

MIDDLE OFFICE ASSOC (P and L ACCTG ANALYST)

DM Stone JobsInBrokerage.com - San Francisco, CA

You will play an important role on this team servicing a number of hedge fund clients, with responsibilities that include processing daily deliverables in the areas of pricing, corporate actions, and P&L reporting, and contributing to the monthly NAV process by preparing valuation and corporate action verification packages. Responsibilities: Database maintenance and troubleshooting Entering...

Application Deadline: None

ASSISTANT VP - GOVERNMENT UNDERWRITING

DM Stone JobsInBrokerage.com - San Diego, CA

Successful California Commercial Bank is looking for an Assist VP for Gvt Underwriting. You will directly supervise a team of 6-8 Underwriters in residential lending. Manage the work flow to ensure acceptable service levels and provides technical work guidance. Responsibilities: Responsible for directly supervising staff, including interviewing, hiring and the termination of staff; recomme...

Application Deadline: None