2mo
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Associate, Prime Services Margin
Jacksonville, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree in Finance/Accounting/Economics; 3+ years in Prime Brokerage, Margin, or Operations; strong analytical, communication, and client-service skills; knowledge of Regulation T and FINRA rules; familiarity with equities and fixed income.
2w
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Analyst, Prime Margin
Jacksonville, Florida, United States
OnsiteFull Time
0+ YOEBachelor's in finance-related field, 0-2 years relevant experience, strong analytical and communication skills, Microsoft Excel proficiency, familiarity with Bloomberg and margin operations.
Microsoft Excel, Bloomberg
1mo
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Director Key Account Sales
Jacksonville, Florida, United States
OnsiteFull Time
10+ YOE5+ MgmtLeads key account sales team; drives revenue, margin, and service expansion; strong leadership, strategic selling, and stakeholder engagement.
Microsoft Office, CRM systems
1mo
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Premium Elite Relationship Manager
Jacksonville, Florida, United States
OnsiteFull Time
3+ YOE3+ years investment/trading/brokerage experience; Series 7 and 66 required; experience with advanced trading strategies, options, fixed income, and margin; strong analytical, communication, and client management skills.
Merrill Edge, Global Wealth and Investment Management (GWIM), US Trust, BAC, Advisory
3w
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Regional Operations Support Manager - Mid Atlantic Region
Jacksonville or Ocean Isle Beach or Raleigh or Greer or Myrtle Beach or Douglasville or Atlanta
RemoteFull Time
5+ YOE5+ years multi-site operations experience, data-driven leadership, P&L and margin optimization, proficiency with ServiceTitan and Microsoft Office, valid driver license, ability to travel extensively including overnight.
ServiceTitan, Pricebook Pro, fleet telematics, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Investment Specialist II
Jacksonville or Cottonwood Heights or Sandy or Hawaii or Alaska or United States
$61k-$114k/yr RemoteFull Time
2+ YOERequires Series 7 with 63 & 65 OR Series 7 & 66, 2+ years financial services experience, margin/options knowledge, strong communication and customer service skills, and successful FINRA fingerprint background check.
7h
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Advisory Operations Leader, Managing Director
Houston or Los Angeles or Troy or New York or Grand Rapids or Owings Mills or Baltimore or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Indianapolis or San Diego
$250k-$350k/yr OnsiteFull Time
15+ YOE15+ years operations experience; bachelor's required, MBA preferred; supervisory experience; proven revenue and margin improvement track record; experience with financial operations, billing, forecasting, and KPI-driven performance frameworks; strong change leadership and communication skills; Microsoft Office proficiency.
Microsoft Office, Smartsheet, Oracle ERP