Structured Investments Associate

Atlas Search is seeking a skilled Structured Investments Associate to join their team in South Florida. As a key member of the Structured Investments Distribution team, this role will focus on operations and support the Trading department. Key responsibilities include resolving trade breaks, setting up securities, and assisting with month-end closeouts. The...

About iCapitaliCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our platform has transformed the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.iCapital services approximately...

About iCapitaliCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative platform has transformed the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With a strong presence...

About the RoleiCapital is seeking a highly organized and detail-oriented Associate to join the Structured Investments Distribution team. This role will support the Trading department with order entry, security setup, resolving trade breaks, and month-end closeouts.ResponsibilitiesCollaborate with trading partners to resolve trade breaks and...

About the RoleiCapital is seeking a highly organized and detail-oriented Associate to join the Structured Investments Distribution team. This role will focus on operations and support the Trading department in various tasks, including order entry, security setup, trade breaks, and month-end closeouts.ResponsibilitiesCollaborate with trading partners to...

Job Title: Structured Product Sales SpecialistDescription:Mesirow Financial is seeking an experienced structured product sales specialist to join our team. As a specialist in investment, risk management, and advisory services, we are committed to helping our clients achieve their objectives.Responsibilities:Sell and distribute structured products across...

Job Title: Investment AnalystJoin Newmark Ltd as an Investment Analyst and be part of our dynamic team who was recently ranked the #1 Multifamily Brokerage Firm in the state. As an Investment Analyst, you will work closely with Brokers and Associates to provide financial analysis, underwriting, market research, and assist in the creation of marketing...

Unlock Your Potential as a Client AdvisorAre you a driven individual with a passion for helping others achieve their financial goals? Do you thrive in a dynamic environment where no two days are the same? Look no further than The McKernan Group, where we empower our Client Advisors to succeed and make a lasting impact in the lives of our clients.About the...

Unlock Your Potential as a Client AdvisorAre you a driven individual with a passion for helping others achieve their financial goals? Do you thrive in a dynamic environment where no two days are the same? Look no further than The McKernan Group, Northwestern Mutual, where you can leverage your skills and experience to make a real difference in the lives of...

Job Title: Licensed Trader/Operations SpecialistAbout the Role:We are seeking a highly skilled Licensed Trader/Operations Specialist to join our team at Singer Wealth. As a key member of our operations team, you will be responsible for executing trades, managing investment portfolios, and providing exceptional support to our financial advisors.Key...

About UsThe Farmer's Dog is a pioneering pet food company dedicated to revolutionizing the way we care for our canine companions. Our mission is to provide dogs and their humans with honest, smart, and simple care, starting with a personalized subscription service that sends complete and balanced, freshly-made dog food directly to customers' doors.Our GoalWe...

Client Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with a rich history dating back to 1881. We are seeking a highly skilled Client Service Associate to join our Branch office team in Boca Raton, Florida.Key Responsibilities:Provide administrative support, including document creation,...

Job Title: Account AssociateWe are seeking a highly motivated and customer-focused individual to join our team as an Account Associate. As an Account Associate, you will play a key role in establishing and maintaining strong relationships with our customers, providing them with exceptional service and support.Responsibilities:Develop and maintain strong...

About the Role:We are seeking a highly skilled Operations Associate to join our team in Boca Raton. The successful candidate will be responsible for streamlining and automating processes, ensuring seamless trade lifecycle management.Key Responsibilities:Manage all activities across the trade life cycle, including pnl, booking, confirmations, trade capture,...

Job Title: Account AssociateAre you a customer-focused individual looking for a challenging role in the insurance industry? We are seeking a highly motivated and organized Account Associate to join our team at Fernanda Macedo - State Farm Agent.Job Summary:The Account Associate will be responsible for establishing customer relationships, following up with...

Job Title: Account AssociateAre you a customer-focused individual looking for a challenging role in the insurance industry? We are seeking an Account Associate to join our team at Fernanda Macedo - State Farm Agent.Job SummaryWe are looking for a highly motivated and organized individual to assist our team in establishing customer relationships, developing...

Client Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. We are seeking a highly skilled Client Service Associate to join our Branch office team in Boca Raton, Florida.Key Responsibilities:Provide administrative support, including document creation, maintenance, and editingCalendar management...

Position OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Account Associate. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support.ResponsibilitiesDevelop and implement customer-focused...

Judson Group is seeking a highly skilled Associate Wealth Manager to join their team. This individual will play a key role in helping the firm grow and expand its client base.The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and supporting client meetings. They will...

Job Title: Registered Client Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our Branch office team in Boca Raton, Florida.Key Responsibilities:Provide administrative support, including document...