48 Financial Services Jobs in Atlanta, GA, United States

Role highlights

• Stay Compliant: Understand and follow federal regulations related to financial services.
• Solve Problems: Research and resolve account or loan discrepancies with care and accuracy.

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• Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs.
• Collaborates with internal partners including Treasury, Private Wealth and The Family Office to bring value to the client relationship.

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• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client tr…
• Receive and place orders as directed from Financial Advisor and assigned clients.

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• Responsible for the general servicing and support of the Financial Advisors.
• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client tr…

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• Partner with Product, Engineering, and Financial Modeling teams to support client development needs and ensure solutions align with Aladdin…
• We are seeking an Associate to serve as a Technical Relationship Manager , bridging institutional client relationship management with pract…

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• Train users on existing workflows Gather requirements for new asset classes, security types and/or business line Document requirements Work…
• Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth…

Role highlights

• Daily, researching and explaining variances Prepares and distributes daily positions/risk and P/L summary Prepares Financial Accounting Sta…
• Job Description: At Regions, the Capital Markets Derivatives Operations Analyst supports the Interest Rate and Commodity Derivatives tradin…

Role highlights

• As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with…
• Our Advisor Support Specialists receive robust training prior to moving onto the “floor” taking calls and processing transactions for our…

Role highlights

• As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with…
• Our Advisor Support Specialists receive robust training prior to moving onto the “floor” taking calls and processing transactions for our…

Role highlights

• As part of the Equity Trading team, you will work with other team members in equity trading activities such as…
• Field inquiries regarding general knowledge of securities, policies, quotes, and fees Diligently process trade errors for firm and represen…

Role highlights

• In-depth knowledge of standard/common Wholesale Payments solutions and some complex services 10.
• The Client Onboarding Advisor I is focused on applying knowledge expertise along with outstanding client service and communications skills…

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• Works directly with clients in handling all areas of 1031 operations (e.g., new account request, account research, wires, etc.).
• This colleague works directly with clients, as well as supporting the Senior Relationship Manager/Certified Exchange Specialist® with Clien…

Role highlights

• Key Responsibilities Trade System Configuration & Process Execution Maintain business configurations within trade fund management systems,…
• Position Summary The Manager, Trade System Configuration & Optimization supports the execution and ongoing administration of trade fund man…

Role highlights

• Understanding of financial instruments, deal booking processes, and operational workflows.
• The Transaction Onboarding Analyst collaborates closely with team members and cross-functional stakeholders to drive seamless operations an…

Role highlights

• Job Duties and Responsibilities: Process and reconcile trust transactions and account activities; maintain accurate records and documentati…
• The Trust Operations Specialist also contributes to process improvements and ensures adherence to regulatory requirements.

Role highlights

• Risk & Compliance: Solid knowledge of regulatory requirements and control frameworks impacting middle office operations.
• Work closely with team leaders from other departments to ensure all pre-trade requirements are met, including but not limited to…

Role highlights

• As part of the Trading Support team in the broader Trading, Operations and Technology Solutions organization, you will work closely…
• Service representatives for the Osaic Network Field inquiries regarding mutual fund procedures and charges Process and facilitate mutual fu…

Role highlights

• Mentor and coach other product managers, raising the overall quality of product thinking, execution, and customer focus across the organiza…
• Proven experience defining and owning product strategy for highly complex, multi-stakeholder digital asset or financial infrastructure prod…

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• As a Client Success Analyst, you will support the Client Success team across three core areas: Capital Calls & Closes…

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• Manage a team and be a proactive leader to build and grow Trade Advisory services.
• The Trade Advisory team, consisting of business consultants, lawyers and licensed customs brokers, offers advanced customs and trade expert…

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• Operational Responsibilities, including but not limited to: As assigned, facilitate the onboarding of new accounts by working closely with…
• Experience in the investment management/asset management business.

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• Daily monitoring of positions against model targets; rebalancing portfolios due to cashflows and model weight changes; and rolling derivati…
• Contribute to internal research projects surrounding these efforts Engage regularly with internal business partners across other investment…

Role highlights

• Partner with Relationship Managers, Treasury Sales, Operations, Risk, and Product teams to deliver coordinated solutions and manage client…
• Review and validate treasury management agreements and internal onboarding forms to ensure accuracy, completeness, and compliance with poli…

Role highlights

• You will report into Risk Operations leadership and partner closely with the AML Compliance Office, Analytics, Workforce Management, and ou…
• Serve as the operational voice for AML in cross functional forums, representing Risk Ops with clarity and confidence alongside Compliance,…

Role highlights

• About the Role We're hiring a cross-trained Operations Analyst to join our Fraud, Compliance, and Client Support team.
• You'll be trained across three front-line functions and deployed wherever the queue needs you most on a given day, including:…