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Service Operations Specialist - Myworkdayjobs.com
Ameriprise Financial, Inc.
Financial Services
Insurance
Investment Management
Remote
Full-time
Mid-level
Operations
H1B Visa Sponsor
Assistant Vice President, Business Insurance Specialist
United Overseas Bank Limited
Banking
Financial Services
Investment Banking
Central Region (City Area) – RemoteFull-time
Mid-level
Administrative Assistant
H1B Visa Sponsor
UK Visa Sponsor
The Assistant Vice President, Business Insurance Specialist will drive bancassurance revenue by conducting needs assessments, recommending and processing insurance solutions for corporate clients, and collaborating with internal teams and insurers. The role involves leading sales staff via referrals, implementing sales strategies, and ensuring compliance and accurate processing from proposal through post-servicing.
Sr. Product Manager - Reporting & Dashboards
Addepar
Financial Services
Software
Wealth Management
New York, New York – Office$178k - $223k
Full-time
Mid-level
Product Adoption Specialist
H1B Visa Sponsor
Lead the strategic vision and execution for Addepar's Reporting & Dashboards platform, driving roadmap, requirements, and collaboration with engineering and design. Integrate AI capabilities, improve data visualization and reporting workflows, and monitor platform performance and adoption.
$178k - $223k
AI
data visualization
reporting tools
+1 more
Vice President, Client Reporting, Conversion Specialist
Lido Advisors LLC
Financial Services
Investment Management
Wealth Management
RemoteFull-time
Mid-level
Operations
Lead and manage client reporting and client portal migrations onto Lido’s Addepar instance for newly acquired advisory teams. Own the full conversion lifecycle, coordinate with cross-functional teams and vendors, and ensure data integrity through audits and reconciliations.
Addepar
Tamarac
Black Diamond
+1 more
Marketing Specialist - Digital Marketing (Assistant Vice President)
Bank of Singapore Limited
Banking
Financial Services
Private Banking
BOS-SGP – RemoteFull-time
Mid-level
Digital Marketing
Drive the Bank's SEO and GEO strategy while owning web analytics platforms and performance reporting. Oversee website content publishing and optimisation to ensure compliance, discoverability and strong business outcomes.
SEO
GEO
GA4
+7 more
Wealth Solutions Product Manager
Brinker Capital Investments
Financial Services
Investment Management
Wealth Management
King of Prussia, Pennsylvania – Hybrid$105k - $162k
Full-time
Mid-level
Product Adoption Specialist
Manage and enhance wealth management capabilities and advisor-facing products across the Orion Wealth platform, collaborating with cross-functional teams to launch and scale offerings. Focus on product strategy, go-to-market, reporting, and advisor enablement to drive growth and operational efficiency.
$105k - $162k
Microsoft Excel
PowerPoint
Word
+4 more
Business Risk Specialist, Sales & Advisory (Assistant Vice President)
Bank of Singapore Limited
Banking
Financial Services
Private Banking
BOS-SGP – RemoteFull-time
Mid-level
Risk
You will implement, monitor and continuously improve Bank of Singapore’s Sales & Advisory policies and procedures, manage governance forums and lead change implementations across stakeholders. The role involves policy development, governance, risk and controls, post-implementation reviews and engagement with Compliance, Legal, Group Audit and Product teams.
Microsoft Office
AI and data tools (familiarity beneficial)
IT Support Specialist at 1st Line Employee IT Support | SEB, Vilnius
Skandinaviska Enskilda Banken (SEB)
Banking
Financial Services
Investment Banking
Vilnius – Hybrid€24k - €27k
Other
Mid-level
Architect
UK Visa Sponsor
Join the Employee IT Support team within Digital Workplace to provide single-point-of-contact IT support for SEB Group employees across 20 countries. Resolve daily IT issues, collaborate with team members, and support a customer-focused environment with opportunities for remote work and training.
€24k - €27k
Retail Operations Flex Specialist
Longbridge Financial, LLC
Financial Services
Wealth Management
Brokerage
Texas – Office$52k - $54k
Full-time
Mid-level
Operations
Support Retail Operations by processing mortgage loan files and submitting applications to underwriting while coordinating with internal and external stakeholders. Provide PTO coverage for Retail Processors, process overflow loans, and assist multiple teams to maintain service and productivity standards.
$52k - $54k
Business Risk Specialist, Sales & Advisory (Assistant Vice President)
Bank of Singapore Limited
Banking
Financial Services
Private Banking
OfficeFull-time
Mid-level
Business Operations
Join the Business Policies & Procedures Team at Bank of Singapore to manage critical policies and procedures while engaging with stakeholders across the bank. This role offers hands-on experience in policy development, implementation, and governance.
Senior Security Architect Specialist (Hybrid)
Morgan Stanley Services Canada Co
Financial Services
Investment Banking
Wealth Management
Montreal – HybridFull-time
Senior
Security Analyst
H1B Visa Sponsor
UK Visa Sponsor
We’re seeking someone to join our team as a Senior Security Architect Specialist to lead security assessments and threat modeling activities across a diverse technology environment.
Specialist, Deposit and payment operations (Legal/Paralegal)
Bank of Montreal
Banking
Financial Services
Investment Banking
DEMA – RemoteCAD$34k - CAD$63k
Other
Mid-level
Administration
H1B Visa Sponsor
UK Visa Sponsor
The Specialist in Deposit and Payment Operations provides day-to-day delivery of critical processes and administration related to retail and commercial deposits and payments.
CAD$34k - CAD$63k
Innovation Specialist (Assistant Vice President/Vice President)
Bank of Singapore Limited
Banking
Financial Services
Private Banking
RemoteFull-time
Mid-level
Business Development (BDR)
The Innovation Specialist supports the Risk Management Division's Innovation and Continuous Improvement agenda by identifying opportunities to improve processes and enhance operational effectiveness.
Advisor Marketing Manager
Stifel Financial Corp.
Financial Services
Investment Banking
Wealth Management
Saint Louis, Missouri – OfficeFull-time
Mid-level
Director
H1B Visa Sponsor
In this role, you will manage a team that develops and executes marketing strategies for Financial Advisors, ensuring high-quality support and effective marketing initiatives. You will also identify common marketing needs and create scalable solutions to enhance advisor growth.
✓Match found in description
Agile Delivery Specialist
Stifel Financial Corp.
Financial Services
Investment Banking
Wealth Management
Saint Louis, Missouri – OfficeFull-time
Mid-level
Consultant
H1B Visa Sponsor
The Agile Delivery Specialist supports and serves the Agile Release Trains (ARTs) by facilitating ceremonies, coaching good practices, and ensuring teams have the clarity, tools, and support they need to succeed.
Compliance Specialist
Aldrich Wealth
Financial Services
Wealth Management
Lake Oswego, Oregon – Hybrid$95k - $120k
Full-time
Mid-level
Compliance
The Compliance Specialist will work closely with the Chief Compliance Officer to administer the firm’s compliance program, ensuring adherence to regulatory requirements.
$95k - $120k
IT Support Specialist
Addepar
Financial Services
Software
Wealth Management
Remote$50k - $70k
Full-time
Mid-level
IT Support
H1B Visa Sponsor
As an IT Support Specialist, you will be responsible for troubleshooting and resolving technical issues for employees. You will also assist in maintaining IT infrastructure and ensuring smooth operations.
$50k - $70k
Client Services Specialist - Investments
862 Beyond Wealth Management (SK) Inc.
Financial Services
Wealth Management
RemoteCAD$37k - CAD$44k
Full-time
Mid-level
Client Services
The Client Services Specialist - Investments will provide client service for existing accounts and support advisors in new sales.
CAD$37k - CAD$44k
Sales Enablement Specialist
Addepar
Financial Services
Software
Wealth Management
New York, New York – Office$68k - $106k
Full-time
Mid-level
Sales
H1B Visa Sponsor
As a Sales Enablement Specialist, you will create training content and deliver courses to equip Addepar's GTM employees for success while enhancing product adoption across the community. This role requires strong technical skills and a passion for education.
$68k - $106k
Lead, Data Onboarding
Addepar
Financial Services
Software
Wealth Management
Pune – RemoteFull-time
Leadership
Operations
H1B Visa Sponsor
In this role, you will lead the onboarding and implementation of clients, manage a team, and ensure high-quality project delivery. You will also collaborate across global teams to improve tools and workflows.
✓Match found in description