Investment Operations - Houston

· FSG is the opportunity to learn and experience the finance industry for a people-oriented, hard-working, team player. Our unique culture is built by the team and for the team. Our compensation structure provides unlimited upside to our team members. We will teach you all that ...

FSG is the opportunity to learn and experience the finance industry for a people-oriented team player with unlimited upside in compensation. · ...

We are seeking an Investment Operations & Compliance Associate to deliver white glove service and honor the FSG Principles while processing subscription documents AML/KYC requirements coordinating with custodians brokers to settle investments DIK's received · Assisting in seconda ...

We are seeking an Investment Operations Associate to join our team. This is an exciting opportunity for individuals who are passionate about providing excellent service and want to learn and grow with our company., Facilitate treasury services including capital requirements for c ...

We support the entire life-cycle of our clients' private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements.We focus on brin ...

· Schedule: Hybrid (4 days in office with Wednesdays remote) · Compensation: $85-105K base salary plus bonus and benefits · Overview: · Our client is a dynamic, boutique wealth management firm dedicated to educating clients and empowering them to live their best lives. The firm ...

FSG is the opportunity to learn and experience the finance industry for a people-oriented, hard-working team player. Our unique culture is built by the team and for the team. · Processing subscription documents and AML/KYC requirements, · ...

Who We Are · Willis Johnson & Associates is a fast-growing wealth management firm where operational excellence plays a critical role in delivering a consistent and high-quality client experience. Our clients rely on us not only for thoughtful financial advice but for reliable sys ...

Who We Are · Willis Johnson & Associates is a fast-growing wealth management firm where operational excellence plays a critical role in delivering a consistent and high-quality client experience. Our clients rely on us not only for thoughtful financial advice but for reliable sys ...

Schedule: Hybrid (4 days in office with Wednesdays remote) · Compensation: $85-105K base salary plus bonus and benefits · Overview: · Our client is a dynamic, boutique wealth management firm dedicated to educating clients and empowering them to live their best lives. The firm del ...

Wealth management firm seeking Investment Specialist to support investment operations, client service, · and advisor collaboration.Maintain client files and performance reports. · Collaborate with Advisors on asset allocation strategies. · ...

We are seeking an Investment Specialist to support investment operations client service and advisor collaboration in our boutique wealth management firm delivering personalized holistic financial plans and supporting clients through every stage of their financial journey. · ...

We are seeking an Investment Services Team Manager to oversee operational support functions related to investment and retirement service workflows. · ...

Grow with us... · Life at Starwood Hotels is based on a simple idea: the world is beautiful and we want to keep it that way. But we can't do it alone. That's why hiring thoughtful and inspiring Team Members and Leaders who understand that our people, collaboration, stellar servic ...

Job Title: · Vice President, Client Operations · About the Role: · At BNY, our culture enables growth and success for employees. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. · ...

Investment Operations Associate (IOA) · The Investment Operations Associate is responsible for ensuring investment opportunities are successfully onboarded and monitored. In this role, you will collaborate with both the due diligence and portfolio management Teams to success ...

The Client Operations Specialist is responsible for client operations and service support using strong administrative skills and attention to detail to serve as mission control to the Wealth Management team members. ...

· Reporting to the Client Operations Manager, the Client Operations Specialist is responsible for client operations and service support, using strong administrative skills and attention to detail to serve as "mission control" to the Wealth Management team members. This position ...

WHO WE ARE  · Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wea ...

Description · Larson Financial Group · is seeking a · Director of Investments · to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment researc ...