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Sr Stock Plan Administrator
Paycom - Oklahoma City, OK
Administers the company stock plans, and prepares and provides information to employees regarding eligibility, grant and vest processes, purchase periods, and cost basis information. This job is responsible for preparing stock grants and processing employee stock vests. The position will maintain and update the stock administration system, prepare reports and provide analyses and work on mod...
Marketing Analyst
Intralinks - MA
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...
Retirement Plans Sr. Specialist
Stifel - St. Louis, MO
Summary The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position...
Platform Strategy Specialist
Stifel - St. Louis, MO
Summary The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and build...
Client Reporting Services Specialist
Stifel - St. Louis, MO
Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consu...
Investment Strategy Analyst
Stifel - St. Louis, MO
Summary The Investment Strategy Analyst is a contributor to the development and implementation of the Stifel CIO Office offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategy Analyst may work at the direction of other members of the CIO Office, and may interact with both Financial Advisors and their clients. The position ...
Investment Advisory Specialist
Stifel - St. Louis, MO
Summary The Investment Advisory Specialist has responsibility for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm. The Specialist works independently and with the Advisory Marketing Team to provide education, support and solutions to Financial Advisors. The Speciali...
Annuity Solutions Specialist
Stifel - St. Louis, MO
Summary The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, s...
Sr. Insurance Solutions Specialist
Stifel - St. Louis, MO
Summary The Senior Insurance Solutions Specialist is responsible for supporting and marketing the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes creating and leading in the execution of marketing plans, setting direction and leading relationships with carriers and general agents. The Senior Insurance Solution...
Advisor Directed Programs Senior
Stifel - St. Louis, MO
Summary The Advisor Directed Programs Senior Specialist works on all aspects of the team's respective advisory programs. The Senior Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent su...
Strategy & Transformation Analyst
City National Bank - Los Angeles, CA
Strategy & Transformation Analyst WHAT IS THE OPPORTUNITY? The Strategy & Transformation Analyst is responsible for working closely with business, technology, and risk partners to develop and deliver transformation initiatives. The Analyst will need to engage in a combination of self-directed learning and guided discovery to ga...
Fraud Detection Specialist I
City National Bank - Newark, DE
FRAUD DETECTION SPECIALIST I Hybrid Schedule 3 days in office- 2 days remote Schedule Tues- Sat 1pm- 10pm EST WHAT IS THE OPPORTUNITY? A Fraud Detection Specialist level I, will review alerts/transactions that are flagged as potentially fraudulent, or out of pattern, based on the client's normal activity. Alerts and/or tran...
Strategy & Transformation Analyst
City National Bank - Newark, DE
Strategy & Transformation Analyst WHAT IS THE OPPORTUNITY? The Strategy & Transformation Analyst is responsible for working closely with business, technology, and risk partners to develop and deliver transformation projects. The Analyst will need to engage in a combination of self-directed learning and guided discovery to gain in-depth understanding of comme...
Error Remediation Analyst
City National Bank - Newark, DE
ERROR REMEDIATION ANALYST WHAT IS THE OPPORTUNITY? The Error Remediation Analyst is part of a dedicated team of professionals within Banking & Investment Services responsible for the review of errors impacting clients, process deficiencies, diagnose or identify root cause, develop remediation strategy and manage implementation. The team will partner with operation...
Error Remediation Analyst
City National Bank - Newark, DE
ERROR REMEDIATION ANALYST WHAT IS THE OPPORTUNITY? The Error Remediation Analyst is part of a dedicated team of professionals within Banking & Investment Services responsible for the review of errors impacting clients, process deficiencies, diagnose or identify root cause, develop remediation strategy and manage implementation. The team will partner with operation...
